CROCKER ART MUSEUM has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF CROCKER ART MUSEUM
| Measure | Date | Value |
|---|
| 2023 : 403(B) THRIFT PLAN OF CROCKER ART MUSEUM 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-06-30 | $0 |
| Total plan liabilities at end of year | 2023-06-30 | $0 |
| Total plan liabilities at beginning of year | 2023-06-30 | $0 |
| Total income from all sources | 2023-06-30 | $1,026,952 |
| Expenses. Total of all expenses incurred | 2023-06-30 | $52,643 |
| Benefits paid (including direct rollovers) | 2023-06-30 | $52,377 |
| Total plan assets at end of year | 2023-06-30 | $5,678,013 |
| Total plan assets at beginning of year | 2023-06-30 | $4,703,704 |
| Value of fidelity bond covering the plan | 2023-06-30 | $500,000 |
| Total contributions received or receivable from participants | 2023-06-30 | $248,014 |
| Expenses. Other expenses not covered elsewhere | 2023-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-06-30 | $0 |
| Other income received | 2023-06-30 | $693,829 |
| Noncash contributions received | 2023-06-30 | $0 |
| Net income (gross income less expenses) | 2023-06-30 | $974,309 |
| Net plan assets at end of year (total assets less liabilities) | 2023-06-30 | $5,678,013 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-06-30 | $4,703,704 |
| Total contributions received or receivable from employer(s) | 2023-06-30 | $85,109 |
| Value of corrective distributions | 2023-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-06-30 | $266 |
| 2022 : 403(B) THRIFT PLAN OF CROCKER ART MUSEUM 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-06-30 | $0 |
| Total plan liabilities at end of year | 2022-06-30 | $0 |
| Total plan liabilities at beginning of year | 2022-06-30 | $0 |
| Total income from all sources | 2022-06-30 | $-780,453 |
| Expenses. Total of all expenses incurred | 2022-06-30 | $105,373 |
| Benefits paid (including direct rollovers) | 2022-06-30 | $104,802 |
| Total plan assets at end of year | 2022-06-30 | $4,703,704 |
| Total plan assets at beginning of year | 2022-06-30 | $5,589,530 |
| Value of fidelity bond covering the plan | 2022-06-30 | $265,000 |
| Total contributions received or receivable from participants | 2022-06-30 | $200,970 |
| Expenses. Other expenses not covered elsewhere | 2022-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-06-30 | $4,385 |
| Other income received | 2022-06-30 | $-1,064,930 |
| Noncash contributions received | 2022-06-30 | $0 |
| Net income (gross income less expenses) | 2022-06-30 | $-885,826 |
| Net plan assets at end of year (total assets less liabilities) | 2022-06-30 | $4,703,704 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-06-30 | $5,589,530 |
| Total contributions received or receivable from employer(s) | 2022-06-30 | $79,122 |
| Value of corrective distributions | 2022-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-06-30 | $571 |
| 2021 : 403(B) THRIFT PLAN OF CROCKER ART MUSEUM 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-06-30 | $0 |
| Total plan liabilities at end of year | 2021-06-30 | $0 |
| Total plan liabilities at beginning of year | 2021-06-30 | $0 |
| Total income from all sources | 2021-06-30 | $1,772,642 |
| Expenses. Total of all expenses incurred | 2021-06-30 | $226,467 |
| Benefits paid (including direct rollovers) | 2021-06-30 | $225,627 |
| Total plan assets at end of year | 2021-06-30 | $5,589,530 |
| Total plan assets at beginning of year | 2021-06-30 | $4,043,355 |
| Value of fidelity bond covering the plan | 2021-06-30 | $265,000 |
| Total contributions received or receivable from participants | 2021-06-30 | $202,232 |
| Expenses. Other expenses not covered elsewhere | 2021-06-30 | $840 |
| Contributions received from other sources (not participants or employers) | 2021-06-30 | $0 |
| Other income received | 2021-06-30 | $1,485,932 |
| Net income (gross income less expenses) | 2021-06-30 | $1,546,175 |
| Net plan assets at end of year (total assets less liabilities) | 2021-06-30 | $5,589,530 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-06-30 | $4,043,355 |
| Total contributions received or receivable from employer(s) | 2021-06-30 | $84,478 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-06-30 | $0 |
| 2020 : 403(B) THRIFT PLAN OF CROCKER ART MUSEUM 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-06-30 | $0 |
| Total plan liabilities at end of year | 2020-06-30 | $0 |
| Total plan liabilities at beginning of year | 2020-06-30 | $0 |
| Total income from all sources | 2020-06-30 | $531,256 |
| Expenses. Total of all expenses incurred | 2020-06-30 | $117,382 |
| Benefits paid (including direct rollovers) | 2020-06-30 | $116,437 |
| Total plan assets at end of year | 2020-06-30 | $4,043,355 |
| Total plan assets at beginning of year | 2020-06-30 | $3,629,481 |
| Value of fidelity bond covering the plan | 2020-06-30 | $265,000 |
| Total contributions received or receivable from participants | 2020-06-30 | $226,274 |
| Expenses. Other expenses not covered elsewhere | 2020-06-30 | $945 |
| Contributions received from other sources (not participants or employers) | 2020-06-30 | $10,910 |
| Other income received | 2020-06-30 | $197,304 |
| Net income (gross income less expenses) | 2020-06-30 | $413,874 |
| Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $4,043,355 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $3,629,481 |
| Total contributions received or receivable from employer(s) | 2020-06-30 | $96,768 |
| 2019 : 403(B) THRIFT PLAN OF CROCKER ART MUSEUM 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-06-30 | $0 |
| Total plan liabilities at end of year | 2019-06-30 | $0 |
| Total plan liabilities at beginning of year | 2019-06-30 | $0 |
| Total income from all sources | 2019-06-30 | $494,881 |
| Expenses. Total of all expenses incurred | 2019-06-30 | $148,387 |
| Benefits paid (including direct rollovers) | 2019-06-30 | $147,399 |
| Total plan assets at end of year | 2019-06-30 | $3,629,481 |
| Total plan assets at beginning of year | 2019-06-30 | $3,282,987 |
| Value of fidelity bond covering the plan | 2019-06-30 | $265,000 |
| Total contributions received or receivable from participants | 2019-06-30 | $223,032 |
| Expenses. Other expenses not covered elsewhere | 2019-06-30 | $988 |
| Contributions received from other sources (not participants or employers) | 2019-06-30 | $0 |
| Other income received | 2019-06-30 | $181,702 |
| Net income (gross income less expenses) | 2019-06-30 | $346,494 |
| Net plan assets at end of year (total assets less liabilities) | 2019-06-30 | $3,629,481 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-06-30 | $3,282,987 |
| Total contributions received or receivable from employer(s) | 2019-06-30 | $90,147 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
| 2018 : 403(B) THRIFT PLAN OF CROCKER ART MUSEUM 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-06-30 | $0 |
| Total plan liabilities at end of year | 2018-06-30 | $0 |
| Total plan liabilities at beginning of year | 2018-06-30 | $0 |
| Total income from all sources | 2018-06-30 | $716,115 |
| Expenses. Total of all expenses incurred | 2018-06-30 | $44,623 |
| Benefits paid (including direct rollovers) | 2018-06-30 | $43,795 |
| Total plan assets at end of year | 2018-06-30 | $3,282,987 |
| Total plan assets at beginning of year | 2018-06-30 | $2,611,495 |
| Value of fidelity bond covering the plan | 2018-06-30 | $265,000 |
| Total contributions received or receivable from participants | 2018-06-30 | $179,966 |
| Expenses. Other expenses not covered elsewhere | 2018-06-30 | $828 |
| Contributions received from other sources (not participants or employers) | 2018-06-30 | $160,738 |
| Other income received | 2018-06-30 | $294,475 |
| Net income (gross income less expenses) | 2018-06-30 | $671,492 |
| Net plan assets at end of year (total assets less liabilities) | 2018-06-30 | $3,282,987 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-06-30 | $2,611,495 |
| Total contributions received or receivable from employer(s) | 2018-06-30 | $80,936 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
| 2017 : 403(B) THRIFT PLAN OF CROCKER ART MUSEUM 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-06-30 | $0 |
| Total plan liabilities at end of year | 2017-06-30 | $0 |
| Total plan liabilities at beginning of year | 2017-06-30 | $0 |
| Total income from all sources | 2017-06-30 | $566,875 |
| Expenses. Total of all expenses incurred | 2017-06-30 | $140,889 |
| Benefits paid (including direct rollovers) | 2017-06-30 | $140,161 |
| Total plan assets at end of year | 2017-06-30 | $2,611,495 |
| Total plan assets at beginning of year | 2017-06-30 | $2,185,509 |
| Value of fidelity bond covering the plan | 2017-06-30 | $265,000 |
| Total contributions received or receivable from participants | 2017-06-30 | $162,370 |
| Expenses. Other expenses not covered elsewhere | 2017-06-30 | $728 |
| Contributions received from other sources (not participants or employers) | 2017-06-30 | $3,776 |
| Other income received | 2017-06-30 | $327,969 |
| Net income (gross income less expenses) | 2017-06-30 | $425,986 |
| Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $2,611,495 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $2,185,509 |
| Total contributions received or receivable from employer(s) | 2017-06-30 | $72,760 |
| Value of certain deemed distributions of participant loans | 2017-06-30 | $0 |
| 2016 : 403(B) THRIFT PLAN OF CROCKER ART MUSEUM 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-06-30 | $0 |
| Total plan liabilities at end of year | 2016-06-30 | $0 |
| Total plan liabilities at beginning of year | 2016-06-30 | $0 |
| Total income from all sources | 2016-06-30 | $179,321 |
| Expenses. Total of all expenses incurred | 2016-06-30 | $214,424 |
| Benefits paid (including direct rollovers) | 2016-06-30 | $213,717 |
| Total plan assets at end of year | 2016-06-30 | $2,185,509 |
| Total plan assets at beginning of year | 2016-06-30 | $2,220,612 |
| Value of fidelity bond covering the plan | 2016-06-30 | $265,000 |
| Total contributions received or receivable from participants | 2016-06-30 | $126,330 |
| Expenses. Other expenses not covered elsewhere | 2016-06-30 | $707 |
| Contributions received from other sources (not participants or employers) | 2016-06-30 | $36,366 |
| Other income received | 2016-06-30 | $-37,537 |
| Net income (gross income less expenses) | 2016-06-30 | $-35,103 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $2,185,509 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $2,220,612 |
| Total contributions received or receivable from employer(s) | 2016-06-30 | $54,162 |
| Value of certain deemed distributions of participant loans | 2016-06-30 | $0 |
| 2015 : 403(B) THRIFT PLAN OF CROCKER ART MUSEUM 2015 401k financial data |
|---|
| Total income from all sources | 2015-06-30 | $284,390 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $103,953 |
| Benefits paid (including direct rollovers) | 2015-06-30 | $103,166 |
| Total plan assets at end of year | 2015-06-30 | $2,220,612 |
| Total plan assets at beginning of year | 2015-06-30 | $2,040,175 |
| Value of fidelity bond covering the plan | 2015-06-30 | $265,000 |
| Total contributions received or receivable from participants | 2015-06-30 | $146,235 |
| Expenses. Other expenses not covered elsewhere | 2015-06-30 | $787 |
| Contributions received from other sources (not participants or employers) | 2015-06-30 | $884 |
| Other income received | 2015-06-30 | $70,581 |
| Net income (gross income less expenses) | 2015-06-30 | $180,437 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $2,220,612 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $2,040,175 |
| Total contributions received or receivable from employer(s) | 2015-06-30 | $66,690 |
| Value of certain deemed distributions of participant loans | 2015-06-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
| 2022: 403(B) THRIFT PLAN OF CROCKER ART MUSEUM 2022 form 5500 responses |
|---|
| 2022-07-01 | Type of plan entity | Single employer plan |
| 2022-07-01 | Submission has been amended | No |
| 2022-07-01 | This submission is the final filing | No |
| 2022-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-07-01 | Plan is a collectively bargained plan | No |
| 2022-07-01 | Plan funding arrangement – Insurance | Yes |
| 2022-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: 403(B) THRIFT PLAN OF CROCKER ART MUSEUM 2021 form 5500 responses |
|---|
| 2021-07-01 | Type of plan entity | Single employer plan |
| 2021-07-01 | Submission has been amended | No |
| 2021-07-01 | This submission is the final filing | No |
| 2021-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-07-01 | Plan is a collectively bargained plan | No |
| 2021-07-01 | Plan funding arrangement – Insurance | Yes |
| 2021-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: 403(B) THRIFT PLAN OF CROCKER ART MUSEUM 2020 form 5500 responses |
|---|
| 2020-07-01 | Type of plan entity | Single employer plan |
| 2020-07-01 | Submission has been amended | No |
| 2020-07-01 | This submission is the final filing | No |
| 2020-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-07-01 | Plan is a collectively bargained plan | No |
| 2020-07-01 | Plan funding arrangement – Insurance | Yes |
| 2020-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: 403(B) THRIFT PLAN OF CROCKER ART MUSEUM 2019 form 5500 responses |
|---|
| 2019-07-01 | Type of plan entity | Single employer plan |
| 2019-07-01 | Submission has been amended | No |
| 2019-07-01 | This submission is the final filing | No |
| 2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-07-01 | Plan is a collectively bargained plan | No |
| 2019-07-01 | Plan funding arrangement – Insurance | Yes |
| 2019-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: 403(B) THRIFT PLAN OF CROCKER ART MUSEUM 2018 form 5500 responses |
|---|
| 2018-07-01 | Type of plan entity | Single employer plan |
| 2018-07-01 | Submission has been amended | No |
| 2018-07-01 | This submission is the final filing | No |
| 2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-07-01 | Plan is a collectively bargained plan | No |
| 2018-07-01 | Plan funding arrangement – Insurance | Yes |
| 2018-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: 403(B) THRIFT PLAN OF CROCKER ART MUSEUM 2017 form 5500 responses |
|---|
| 2017-07-01 | Type of plan entity | Single employer plan |
| 2017-07-01 | Submission has been amended | Yes |
| 2017-07-01 | This submission is the final filing | No |
| 2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-07-01 | Plan is a collectively bargained plan | No |
| 2017-07-01 | Plan funding arrangement – Insurance | Yes |
| 2017-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: 403(B) THRIFT PLAN OF CROCKER ART MUSEUM 2016 form 5500 responses |
|---|
| 2016-07-01 | Type of plan entity | Single employer plan |
| 2016-07-01 | Submission has been amended | No |
| 2016-07-01 | This submission is the final filing | No |
| 2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-07-01 | Plan is a collectively bargained plan | No |
| 2016-07-01 | Plan funding arrangement – Insurance | Yes |
| 2016-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: 403(B) THRIFT PLAN OF CROCKER ART MUSEUM 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | Submission has been amended | No |
| 2015-07-01 | This submission is the final filing | No |
| 2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-07-01 | Plan is a collectively bargained plan | No |
| 2015-07-01 | Plan funding arrangement – Insurance | Yes |
| 2015-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: 403(B) THRIFT PLAN OF CROCKER ART MUSEUM 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Submission has been amended | No |
| 2014-07-01 | This submission is the final filing | No |
| 2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-07-01 | Plan is a collectively bargained plan | No |
| 2014-07-01 | Plan funding arrangement – Insurance | Yes |
| 2014-07-01 | Plan benefit arrangement – Insurance | Yes |
