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403(B) THRIFT PLAN OF MARICOPA COUNTY HISTORICAL SOCIETYDBA DESERT CABALLEROS WESTERN MUSEU 401k Plan overview

Plan Name403(B) THRIFT PLAN OF MARICOPA COUNTY HISTORICAL SOCIETYDBA DESERT CABALLEROS WESTERN MUSEU
Plan identification number 001

403(B) THRIFT PLAN OF MARICOPA COUNTY HISTORICAL SOCIETYDBA DESERT CABALLEROS WESTERN MUSEU Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

MARICOPA COUNTY HISTORICAL SOCIETY DBA DESERT CABALLEROS WESTERN MUSEU has sponsored the creation of one or more 401k plans.

Company Name:MARICOPA COUNTY HISTORICAL SOCIETY DBA DESERT CABALLEROS WESTERN MUSEU
Employer identification number (EIN):860204201
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Additional information about MARICOPA COUNTY HISTORICAL SOCIETY DBA DESERT CABALLEROS WESTERN MUSEU

Jurisdiction of Incorporation: Arizona Corporation Commission
Incorporation Date:
Company Identification Number: 00553327

More information about MARICOPA COUNTY HISTORICAL SOCIETY DBA DESERT CABALLEROS WESTERN MUSEU

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF MARICOPA COUNTY HISTORICAL SOCIETYDBA DESERT CABALLEROS WESTERN MUSEU

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01HILLARY HARNASCH2024-07-18
0012022-01-01HILLARY HARNASCH2023-08-01
0012021-01-01HILLARY HARNASCH2022-11-17
0012020-01-01TEONNA ZELLER2021-03-17
0012019-01-01TEONNA ZELLER2020-07-27
0012018-01-01TEONNA ZELLER2019-07-26
0012017-01-01TEONNA ZELLER2018-09-14 TEONNA ZELLER2018-09-14
0012016-01-01TEONNA ZELLER2017-07-27 TEONNA ZELLER2017-07-27
0012015-01-01ROBERTA JACOBS2016-06-28 ROBERTA JACOBS2016-06-28
0012014-01-01ROBERTA JACOBS2015-04-21 ROBERTA JACOBS2015-04-21
0012013-01-01ROBERTA JACOBS2014-05-07 ROBERTA JACOBS2014-05-07
0012012-01-01ROBERTA JACOBS2013-05-23 ROBERTA JACOBS2013-05-23
0012011-01-01ROBERTA JACOBS2012-05-31 ROBERTA JACOBS2012-05-31

Financial Data on 403(B) THRIFT PLAN OF MARICOPA COUNTY HISTORICAL SOCIETYDBA DESERT CABALLEROS WESTERN MUSEU

Measure Date Value
2025 : 403(B) THRIFT PLAN OF MARICOPA COUNTY HISTORICAL SOCIETYDBA DESERT CABALLEROS WESTERN MUSEU 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-210
Total liabilities as of the end of the plan year2025-07-210
Total liabilities as of the beginning of the plan year2025-07-210
Total expenses incurred by plan in this plan year2025-07-2126640
Net assets as of the end of the plan year2025-07-21245552
Total assets as of the beginning of the plan year2025-07-21178854
Participant contributions to plan in this plan year2025-07-2168979
Other expenses paid from plan in this plan year2025-07-210
Other contributions to plan in this plan year2025-07-210
Other income to plan in this plan year2025-07-2124359
Plan net income in this plan year2025-07-2166698
Net assets as of the end of the plan year2025-07-21245552
Net assets as of the beginning of the plan year2025-07-21178854
Employer contributions to plan in this plan year2025-07-210
Fees paid to broker by Benefit Provider2025-07-2163
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2167
2024 : 403(B) THRIFT PLAN OF MARICOPA COUNTY HISTORICAL SOCIETYDBA DESERT CABALLEROS WESTERN MUSEU 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-180
Total liabilities as of the end of the plan year2024-07-180
Total liabilities as of the beginning of the plan year2024-07-180
Total expenses incurred by plan in this plan year2024-07-18425697
Net assets as of the end of the plan year2024-07-18178854
Total assets as of the beginning of the plan year2024-07-18479047
Participant contributions to plan in this plan year2024-07-1871901
Other expenses paid from plan in this plan year2024-07-180
Other contributions to plan in this plan year2024-07-180
Other income to plan in this plan year2024-07-1853603
Plan net income in this plan year2024-07-18-300193
Net assets as of the end of the plan year2024-07-18178854
Net assets as of the beginning of the plan year2024-07-18479047
Employer contributions to plan in this plan year2024-07-180
Fees paid to broker by Benefit Provider2024-07-1880
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-1849

Potentially related plans

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