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THE HISTORIC SANTA FE FOUNDATION RETIREMENT TRUST 401k Plan overview

Plan NameTHE HISTORIC SANTA FE FOUNDATION RETIREMENT TRUST
Plan identification number 001

THE HISTORIC SANTA FE FOUNDATION RETIREMENT TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

Historic Santa Fe Foundation Inc has sponsored the creation of one or more 401k plans.

Company Name:Historic Santa Fe Foundation Inc
Employer identification number (EIN):856011261
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HISTORIC SANTA FE FOUNDATION RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MELANIE MCWHORTER2024-07-30 MELANIE MCWHORTER2024-07-30
0012023-01-01PLAN SPONSOR2024-09-30
0012022-05-01PLAN SPONSOR2023-07-31

Financial Data on THE HISTORIC SANTA FE FOUNDATION RETIREMENT TRUST

Measure Date Value
2025 : THE HISTORIC SANTA FE FOUNDATION RETIREMENT TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-079633
Net assets as of the end of the plan year2025-10-0737132
Total assets as of the beginning of the plan year2025-10-0725784
Value of plan covered by a fidelity bond2025-10-070
Participant contributions to plan in this plan year2025-10-079010
Value of participant loans at end of plan year2025-10-070
Other contributions to plan in this plan year2025-10-070
Other income to plan in this plan year2025-10-073003
Plan net income in this plan year2025-10-0711348
Net assets as of the end of the plan year2025-10-0737132
Net assets as of the beginning of the plan year2025-10-0725784
Employer contributions to plan in this plan year2025-10-078968
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-07576
2024 : THE HISTORIC SANTA FE FOUNDATION RETIREMENT TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-30349
Net assets as of the end of the plan year2024-09-3025784
Total assets as of the beginning of the plan year2024-09-308524
Participant contributions to plan in this plan year2024-09-307904
Value of participant loans at end of plan year2024-09-300
Other contributions to plan in this plan year2024-09-300
Other income to plan in this plan year2024-09-302764
Plan net income in this plan year2024-09-3017260
Net assets as of the end of the plan year2024-09-3025784
Net assets as of the beginning of the plan year2024-09-308524
Employer contributions to plan in this plan year2024-09-306941
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-30349

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