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THE HEARD MUSEUM PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE HEARD MUSEUM PROFIT SHARING PLAN
Plan identification number 001

THE HEARD MUSEUM PROFIT SHARING PLAN 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.
  • 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

THE HEARD MUSEUM has sponsored the creation of one or more 401k plans.

Company Name:THE HEARD MUSEUM
Employer identification number (EIN):860107517
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HEARD MUSEUM PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ROBIN KLUNG2024-09-16 ROBIN KLUNG2024-09-16
0012022-01-01ROBIN KLUNG2023-08-23 ROBIN KLUNG2023-08-23
0012021-01-01TRICIA SHIELDS2022-10-12 TRICIA SHIELDS2022-10-12
0012020-10-01CAROL FORD2021-03-04 CAROL FORD2021-03-04
0012019-10-01CAROL FORD2021-03-04 CAROL FORD2021-03-04
0012018-10-01ROBIN KLUNG2020-04-22 ROBIN KLUNG2020-04-22
0012017-10-01ROBIN KLUNG2019-04-04 ROBIN KLUNG2019-04-04
0012016-10-01ROBIN KLUNG2018-04-12 ROBIN KLUNG2018-04-12
0012015-10-01MARY DASHNAW2017-04-07 MARY DASHNAW2017-04-07
0012014-10-01LYNNE WARREN2016-03-10 LYNNE WARREN2016-03-10
0012013-10-01JOEY STILLMAN2015-04-07 JOEY STILLMAN2015-04-07
0012012-10-01LYNNE WARREN2014-03-31 LYNNE WARREN2014-03-31
0012011-10-01LYNNE WARREN2013-03-28 LYNNE WARREN2013-03-28
0012010-10-01LYNNE WARREN2012-04-17 LYNNE WARREN2012-04-17

Financial Data on THE HEARD MUSEUM PROFIT SHARING PLAN

Measure Date Value
2025 : THE HEARD MUSEUM PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-010
Total liabilities as of the end of the plan year2025-10-010
Total liabilities as of the beginning of the plan year2025-10-010
Total expenses incurred by plan in this plan year2025-10-011240438
Net assets as of the end of the plan year2025-10-013283824
Total assets as of the beginning of the plan year2025-10-013807625
Value of plan covered by a fidelity bond2025-10-01500000
Participant contributions to plan in this plan year2025-10-01164817
Value of participant loans at end of plan year2025-10-016873
Other expenses paid from plan in this plan year2025-10-010
Other contributions to plan in this plan year2025-10-013105
Other income to plan in this plan year2025-10-01520218
Plan net income in this plan year2025-10-01-523801
Net assets as of the end of the plan year2025-10-013283824
Net assets as of the beginning of the plan year2025-10-013807625
Employer contributions to plan in this plan year2025-10-0128497
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0114305
2024 : THE HEARD MUSEUM PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-160
Total liabilities as of the end of the plan year2024-09-160
Total liabilities as of the beginning of the plan year2024-09-160
Total expenses incurred by plan in this plan year2024-09-1637216
Net assets as of the end of the plan year2024-09-163807625
Total assets as of the beginning of the plan year2024-09-163133683
Value of plan covered by a fidelity bond2024-09-16500000
Participant contributions to plan in this plan year2024-09-16135681
Value of participant loans at end of plan year2024-09-164947
Other expenses paid from plan in this plan year2024-09-160
Other contributions to plan in this plan year2024-09-168741
Other income to plan in this plan year2024-09-16543986
Plan net income in this plan year2024-09-16673942
Net assets as of the end of the plan year2024-09-163807625
Net assets as of the beginning of the plan year2024-09-163133683
Value of contributions failed to transmitted timely2024-09-166327
Employer contributions to plan in this plan year2024-09-1622750
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-1612801
2022 : THE HEARD MUSEUM PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-120
Total liabilities as of the end of the plan year2022-10-120
Total liabilities as of the beginning of the plan year2022-10-120
Total expenses incurred by plan in this plan year2022-10-1239566
Net assets as of the end of the plan year2022-10-123699818
Total assets as of the beginning of the plan year2022-10-123150384
Value of plan covered by a fidelity bond2022-10-12500000
Participant contributions to plan in this plan year2022-10-12100238
Value of participant loans at end of plan year2022-10-126293
Other expenses paid from plan in this plan year2022-10-120
Other contributions to plan in this plan year2022-10-122230
Other income to plan in this plan year2022-10-12486532
Plan net income in this plan year2022-10-12549434
Net assets as of the end of the plan year2022-10-123699818
Net assets as of the beginning of the plan year2022-10-123150384
Employer contributions to plan in this plan year2022-10-120
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-125384

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