401k Plan data: THE JANE GOODALL INSTITUTE 401(K) PROFIT SHARING PLAN AND TRUST plan

THE JANE GOODALL INSTITUTE 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	THE JANE GOODALL INSTITUTE 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number	001

THE JANE GOODALL INSTITUTE 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined 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.
Plan covering Self-Employed individuals.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE JANE GOODALL INSTITUTE has sponsored the creation of one or more 401k plans.

Company Name: THE JANE GOODALL INSTITUTE

Employer identification number (EIN): 942474731

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE JANE GOODALL INSTITUTE 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01 CYDNEY B BUNN 2020-07-08 CYDNEY B BUNN 2020-07-08
001 2018-01-01 CYDNEY B. BUNN 2019-07-30 CYDNEY B. BUNN 2019-07-30
001 2017-01-01 ISAAC M MINTZ 2018-07-13 ISAAC M MINTZ 2018-07-13
001 2016-01-01 ISAAC M MINTZ 2017-07-20 ISAAC M MINTZ 2017-07-20
001 2015-01-01 CHRISTINA M FANNING 2016-07-21
001 2014-01-01 CHRISTINA FANNING 2015-07-28 CHRISTINA FANNING 2015-07-28
001 2013-01-01 CHRISTINA FANNING 2014-07-15
001 2012-01-01 CHRISTINA FANNING 2013-07-11
001 2011-01-01 RICHARD HAYS 2012-05-21 THE JANE GOODALL INSTITUTE 2012-05-21
001 2010-01-01 R HAYS 2011-05-10 R HAYS 2011-05-10
001 2007-01-01 RICHARD HAYS
001 2007-01-01 RICHARD HAYS RICHARD HAYS 2010-04-12
001 2007-01-01 RICHARD HAYS RICHARD HAYS 2010-04-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01	CYDNEY B BUNN	2020-07-08	CYDNEY B BUNN	2020-07-08
001	2018-01-01	CYDNEY B. BUNN	2019-07-30	CYDNEY B. BUNN	2019-07-30
001	2017-01-01	ISAAC M MINTZ	2018-07-13	ISAAC M MINTZ	2018-07-13
001	2016-01-01	ISAAC M MINTZ	2017-07-20	ISAAC M MINTZ	2017-07-20
001	2015-01-01	CHRISTINA M FANNING	2016-07-21
001	2014-01-01	CHRISTINA FANNING	2015-07-28	CHRISTINA FANNING	2015-07-28
001	2013-01-01	CHRISTINA FANNING	2014-07-15
001	2012-01-01	CHRISTINA FANNING	2013-07-11
001	2011-01-01	RICHARD HAYS	2012-05-21	THE JANE GOODALL INSTITUTE	2012-05-21
001	2010-01-01	R HAYS	2011-05-10	R HAYS	2011-05-10
001	2007-01-01	RICHARD HAYS
001	2007-01-01	RICHARD HAYS		RICHARD HAYS	2010-04-12
001	2007-01-01	RICHARD HAYS		RICHARD HAYS	2010-04-15

Plan Statistics for THE JANE GOODALL INSTITUTE 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for THE JANE GOODALL INSTITUTE 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: THE JANE GOODALL INSTITUTE 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 68
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 35
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 39
Total of all active and inactive participants 2022-01-01 74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 74
Number of participants with account balances 2022-01-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THE JANE GOODALL INSTITUTE 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 29
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 39
Total of all active and inactive participants 2021-01-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 68
Number of participants with account balances 2021-01-01 64
2020: THE JANE GOODALL INSTITUTE 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 84
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 33
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 36
Total of all active and inactive participants 2020-01-01 70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 70
Number of participants with account balances 2020-01-01 70
2007: THE JANE GOODALL INSTITUTE 401(K) PROFIT SHARING PLAN AND TRUST 2007 401k membership
Total participants, beginning-of-year 2007-01-01 63
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 50
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 30
Total of all active and inactive participants 2007-01-01 80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 80
Number of participants with account balances 2007-01-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 0

Measure	Date	Value
2022: THE JANE GOODALL INSTITUTE 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	68
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	35
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	39
Total of all active and inactive participants	2022-01-01	74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	74
Number of participants with account balances	2022-01-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THE JANE GOODALL INSTITUTE 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	29
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	39
Total of all active and inactive participants	2021-01-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	68
Number of participants with account balances	2021-01-01	64
2020: THE JANE GOODALL INSTITUTE 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	84
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	33
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	36
Total of all active and inactive participants	2020-01-01	70
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	70
Number of participants with account balances	2020-01-01	70
2007: THE JANE GOODALL INSTITUTE 401(K) PROFIT SHARING PLAN AND TRUST 2007 401k membership
Total participants, beginning-of-year	2007-01-01	63
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	50
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	30
Total of all active and inactive participants	2007-01-01	80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	80
Number of participants with account balances	2007-01-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	0

Financial Data on THE JANE GOODALL INSTITUTE 401(K) PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2022 : THE JANE GOODALL INSTITUTE 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-127,975
Expenses. Total of all expenses incurred	2022-12-31	$277,269
Benefits paid (including direct rollovers)	2022-12-31	$255,406
Total plan assets at end of year	2022-12-31	$4,367,889
Total plan assets at beginning of year	2022-12-31	$4,773,133
Value of fidelity bond covering the plan	2022-12-31	$500,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$197,174
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$326,854
Other income received	2022-12-31	$-819,055
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-405,244
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,367,889
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$4,773,133
Assets. Value of participant loans	2022-12-31	$23,396
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$167,052
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$21,863
2021 : THE JANE GOODALL INSTITUTE 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$930,726
Expenses. Total of all expenses incurred	2021-12-31	$168,880
Benefits paid (including direct rollovers)	2021-12-31	$147,333
Total plan assets at end of year	2021-12-31	$4,773,133
Total plan assets at beginning of year	2021-12-31	$4,011,287
Value of fidelity bond covering the plan	2021-12-31	$385,000
Total contributions received or receivable from participants	2021-12-31	$206,893
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$4,850
Other income received	2021-12-31	$574,633
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$761,846
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,773,133
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,011,287
Assets. Value of participant loans	2021-12-31	$33,755
Total contributions received or receivable from employer(s)	2021-12-31	$144,350
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$21,547
2020 : THE JANE GOODALL INSTITUTE 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$867,594
Expenses. Total of all expenses incurred	2020-12-31	$187,125
Benefits paid (including direct rollovers)	2020-12-31	$184,367
Total plan assets at end of year	2020-12-31	$4,011,287
Total plan assets at beginning of year	2020-12-31	$3,330,818
Value of fidelity bond covering the plan	2020-12-31	$385,000
Total contributions received or receivable from participants	2020-12-31	$177,051
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$33,649
Other income received	2020-12-31	$488,465
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$680,469
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,011,287
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,330,818
Assets. Value of participant loans	2020-12-31	$49,995
Total contributions received or receivable from employer(s)	2020-12-31	$168,429
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$2,758

Form 5500 Responses for THE JANE GOODALL INSTITUTE 401(K) PROFIT SHARING PLAN AND TRUST

2022: THE JANE GOODALL INSTITUTE 401(K) PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE JANE GOODALL INSTITUTE 401(K) PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE JANE GOODALL INSTITUTE 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2007: THE JANE GOODALL INSTITUTE 401(K) PROFIT SHARING PLAN AND TRUST 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	Yes
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Insurance	Yes
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement – Insurance	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

896212 087

Policy instance

Insurance contract or identification number	896212 087
Number of Individuals Covered	5
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

896212 087

Policy instance

Insurance contract or identification number	896212 087
Number of Individuals Covered	2
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

896212 087

Policy instance

Insurance contract or identification number	896212 087
Number of Individuals Covered	3
Insurance policy start date	2020-08-10
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0

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Company Name:	THE JANE GOODALL INSTITUTE
Employer identification number (EIN):	942474731
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations