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RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM
Plan identification number 001

RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

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

Company Name:BISHOP MUSEUM
Employer identification number (EIN):990161980
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MARICEL BARROGA2023-10-13
0012021-01-01DEEANN YABUSAKI2022-10-17
0012020-01-01ANDY TOUMA2021-10-12
0012019-01-01ANDY TOUMA2020-10-08
0012018-01-01ANDY TOUMA2019-10-07
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01PADDY KAUHANE
0012014-01-01
0012013-01-01FILED WITH AN AUTHORIZED SIGNATURE
0012012-01-01FILED WITH AUTHORIZED SIGNATURE
0012011-01-01DENYS KAZAMA
0012010-01-01DENYS KAZAMA
0012009-01-01DENYS KAZAMA DENYS KAZAMA2010-10-15
0012009-01-01DENYS KAZAMA DENYS KAZAMA2010-10-15

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM

Measure Date Value
2022: RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM 2022 401k membership
Market value of plan assets2022-12-3111,730,279
Acturial value of plan assets2022-12-3111,730,279
Funding target for retired participants and beneficiaries receiving payment2022-12-315,656,255
Number of terminated vested participants2022-12-31114
Fundng target for terminated vested participants2022-12-312,273,348
Active participant vested funding target2022-12-312,156,748
Number of active participants2022-12-3144
Total funding liabilities for active participants2022-12-312,156,748
Total participant count2022-12-31292
Total funding target for all participants2022-12-3110,086,351
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3188,598
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3188,598
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31103,350
Total employer contributions2022-12-31203,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31195,146
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31180,820
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-31195,146
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01292
Total number of active participants reported on line 7a of the Form 55002022-01-0143
Number of retired or separated participants receiving benefits2022-01-01125
Number of other retired or separated participants entitled to future benefits2022-01-01112
Total of all active and inactive participants2022-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-019
Total participants2022-01-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM 2021 401k membership
Market value of plan assets2021-12-3110,816,712
Acturial value of plan assets2021-12-3110,816,712
Funding target for retired participants and beneficiaries receiving payment2021-12-315,523,206
Number of terminated vested participants2021-12-31121
Fundng target for terminated vested participants2021-12-312,222,761
Active participant vested funding target2021-12-312,115,503
Number of active participants2021-12-3144
Total funding liabilities for active participants2021-12-312,115,503
Total participant count2021-12-31298
Total funding target for all participants2021-12-319,861,470
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-3184,139
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3188,598
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-3188,598
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3188,598
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31265,986
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01298
Total number of active participants reported on line 7a of the Form 55002021-01-0144
Number of retired or separated participants receiving benefits2021-01-01125
Number of other retired or separated participants entitled to future benefits2021-01-01114
Total of all active and inactive participants2021-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-019
Total participants2021-01-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM 2020 401k membership
Market value of plan assets2020-12-319,677,844
Acturial value of plan assets2020-12-319,677,844
Funding target for retired participants and beneficiaries receiving payment2020-12-315,830,688
Number of terminated vested participants2020-12-31123
Fundng target for terminated vested participants2020-12-312,336,348
Active participant vested funding target2020-12-312,281,054
Number of active participants2020-12-3147
Total funding liabilities for active participants2020-12-312,281,054
Total participant count2020-12-31305
Total funding target for all participants2020-12-3110,448,090
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-3174
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3178
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-31637,620
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31616,339
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31274,348
Net shortfall amortization installment of oustanding balance2020-12-31770,246
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31532,200
Additional cash requirement2020-12-31532,200
Contributions allocatedtoward minimum required contributions for current year2020-12-31616,339
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01305
Total number of active participants reported on line 7a of the Form 55002020-01-0144
Number of retired or separated participants receiving benefits2020-01-01124
Number of other retired or separated participants entitled to future benefits2020-01-01120
Total of all active and inactive participants2020-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0110
Total participants2020-01-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM 2019 401k membership
Market value of plan assets2019-12-318,091,021
Acturial value of plan assets2019-12-318,091,021
Funding target for retired participants and beneficiaries receiving payment2019-12-315,812,701
Number of terminated vested participants2019-12-31124
Fundng target for terminated vested participants2019-12-312,416,223
Active participant vested funding target2019-12-312,263,880
Number of active participants2019-12-3149
Total funding liabilities for active participants2019-12-312,263,880
Total participant count2019-12-31309
Total funding target for all participants2019-12-3110,492,804
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-3141
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3143
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31726,250
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31692,440
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31205,118
Net shortfall amortization installment of oustanding balance2019-12-312,401,783
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31692,366
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31692,366
Contributions allocatedtoward minimum required contributions for current year2019-12-31692,440
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01309
Total number of active participants reported on line 7a of the Form 55002019-01-0147
Number of retired or separated participants receiving benefits2019-01-01126
Number of other retired or separated participants entitled to future benefits2019-01-01123
Total of all active and inactive participants2019-01-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-019
Total participants2019-01-01305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM 2018 401k membership
Market value of plan assets2018-12-319,182,373
Acturial value of plan assets2018-12-319,182,373
Funding target for retired participants and beneficiaries receiving payment2018-12-315,205,920
Number of terminated vested participants2018-12-31126
Fundng target for terminated vested participants2018-12-312,292,720
Active participant vested funding target2018-12-312,400,274
Number of active participants2018-12-3153
Total funding liabilities for active participants2018-12-312,400,274
Total participant count2018-12-31313
Total funding target for all participants2018-12-319,898,914
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-3171
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3175
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31395,745
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31384,662
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31223,609
Net shortfall amortization installment of oustanding balance2018-12-31716,541
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31384,621
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31384,621
Contributions allocatedtoward minimum required contributions for current year2018-12-31384,662
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01313
Total number of active participants reported on line 7a of the Form 55002018-01-0149
Number of retired or separated participants receiving benefits2018-01-01127
Number of other retired or separated participants entitled to future benefits2018-01-01124
Total of all active and inactive participants2018-01-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-019
Total participants2018-01-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM 2017 401k membership
Market value of plan assets2017-12-318,258,554
Acturial value of plan assets2017-12-318,258,554
Funding target for retired participants and beneficiaries receiving payment2017-12-314,978,070
Number of terminated vested participants2017-12-31128
Fundng target for terminated vested participants2017-12-312,250,532
Active participant vested funding target2017-12-312,434,140
Number of active participants2017-12-3157
Total funding liabilities for active participants2017-12-312,434,140
Total participant count2017-12-31316
Total funding target for all participants2017-12-319,662,742
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31134
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31142
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31469,272
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31452,840
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31208,677
Net shortfall amortization installment of oustanding balance2017-12-311,404,188
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31452,769
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31452,769
Contributions allocatedtoward minimum required contributions for current year2017-12-31452,840
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01316
Total number of active participants reported on line 7a of the Form 55002017-01-0153
Number of retired or separated participants receiving benefits2017-01-01125
Number of other retired or separated participants entitled to future benefits2017-01-01126
Total of all active and inactive participants2017-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-019
Total participants2017-01-01313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM 2016 401k membership
Market value of plan assets2016-12-318,278,725
Acturial value of plan assets2016-12-318,278,725
Funding target for retired participants and beneficiaries receiving payment2016-12-314,650,948
Number of terminated vested participants2016-12-31132
Fundng target for terminated vested participants2016-12-312,350,523
Active participant vested funding target2016-12-312,445,372
Number of active participants2016-12-3164
Total funding liabilities for active participants2016-12-312,445,372
Total participant count2016-12-31321
Total funding target for all participants2016-12-319,446,843
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-3165
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3169
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31411,922
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31393,257
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31160,357
Net shortfall amortization installment of oustanding balance2016-12-311,168,118
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31393,123
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31393,123
Contributions allocatedtoward minimum required contributions for current year2016-12-31393,257
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01321
Total number of active participants reported on line 7a of the Form 55002016-01-0157
Number of retired or separated participants receiving benefits2016-01-01121
Number of other retired or separated participants entitled to future benefits2016-01-01128
Total of all active and inactive participants2016-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0110
Total participants2016-01-01316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM 2015 401k membership
Total participants, beginning-of-year2015-01-01324
Total number of active participants reported on line 7a of the Form 55002015-01-0164
Number of retired or separated participants receiving benefits2015-01-01116
Number of other retired or separated participants entitled to future benefits2015-01-01132
Total of all active and inactive participants2015-01-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-019
Total participants2015-01-01321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM 2014 401k membership
Total participants, beginning-of-year2014-01-01329
Total number of active participants reported on line 7a of the Form 55002014-01-0170
Number of retired or separated participants receiving benefits2014-01-01114
Number of other retired or separated participants entitled to future benefits2014-01-01133
Total of all active and inactive participants2014-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-017
Total participants2014-01-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM 2013 401k membership
Total participants, beginning-of-year2013-01-01333
Total number of active participants reported on line 7a of the Form 55002013-01-0181
Number of retired or separated participants receiving benefits2013-01-01108
Number of other retired or separated participants entitled to future benefits2013-01-01133
Total of all active and inactive participants2013-01-01322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-017
Total participants2013-01-01329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM 2012 401k membership
Total participants, beginning-of-year2012-01-01340
Total number of active participants reported on line 7a of the Form 55002012-01-0195
Number of retired or separated participants receiving benefits2012-01-01104
Number of other retired or separated participants entitled to future benefits2012-01-01127
Total of all active and inactive participants2012-01-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-017
Total participants2012-01-01333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM 2011 401k membership
Total participants, beginning-of-year2011-01-01353
Total number of active participants reported on line 7a of the Form 55002011-01-01116
Number of retired or separated participants receiving benefits2011-01-0196
Number of other retired or separated participants entitled to future benefits2011-01-01120
Total of all active and inactive participants2011-01-01332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-018
Total participants2011-01-01340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0110
2010: RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM 2010 401k membership
Total participants, beginning-of-year2010-01-01366
Total number of active participants reported on line 7a of the Form 55002010-01-01134
Number of retired or separated participants receiving benefits2010-01-0196
Number of other retired or separated participants entitled to future benefits2010-01-01118
Total of all active and inactive participants2010-01-01348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-015
Total participants2010-01-01353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0110
2009: RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM 2009 401k membership
Total participants, beginning-of-year2009-01-01364
Total number of active participants reported on line 7a of the Form 55002009-01-01149
Number of retired or separated participants receiving benefits2009-01-0194
Number of other retired or separated participants entitled to future benefits2009-01-01117
Total of all active and inactive participants2009-01-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-016
Total participants2009-01-01366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0111

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM

Measure Date Value
2022 : RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,829,512
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$978,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$778,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$203,000
Value of total assets at end of year2022-12-31$8,922,623
Value of total assets at beginning of year2022-12-31$11,730,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$199,315
Total interest from all sources2022-12-31$1,469
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$206,633
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$206,633
Administrative expenses professional fees incurred2022-12-31$91,672
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$82,768
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,807,560
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,922,623
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,730,183
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$24,875
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,917,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,718,113
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$5,605
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$12,070
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$12,070
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,240,614
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$203,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$778,733
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CW ASSOCIATES, CPAS
Accountancy firm EIN2022-12-31261659234
2021 : RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,914,233
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$819,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$638,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$198,830
Value of total assets at end of year2021-12-31$11,730,183
Value of total assets at beginning of year2021-12-31$10,635,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$180,820
Total interest from all sources2021-12-31$31
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$576,557
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$576,557
Administrative expenses professional fees incurred2021-12-31$71,165
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Administrative expenses (other) incurred2021-12-31$81,656
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,094,739
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,730,183
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,635,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$27,999
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$11,718,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,622,215
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$12,070
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$13,229
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$13,229
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$31
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,138,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$198,830
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$638,674
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CW ASSOCIATES, CPAS
Accountancy firm EIN2021-12-31261659234
2020 : RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,227,712
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$959,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$693,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$775,870
Value of total assets at end of year2020-12-31$10,635,444
Value of total assets at beginning of year2020-12-31$9,367,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$265,986
Total interest from all sources2020-12-31$799
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$201,608
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$201,608
Administrative expenses professional fees incurred2020-12-31$113,808
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$124,585
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,267,757
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,635,444
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,367,687
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$27,593
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$10,622,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,340,287
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$13,229
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$27,400
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$27,400
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$799
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,249,435
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$775,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$693,969
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CW ASSOCIATES, CPAS
Accountancy firm EIN2020-12-31261659234
2019 : RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,286,049
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$956,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$682,372
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$462,380
Value of total assets at end of year2019-12-31$9,367,687
Value of total assets at beginning of year2019-12-31$8,038,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$274,348
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$448,447
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$448,447
Administrative expenses professional fees incurred2019-12-31$66,509
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Administrative expenses (other) incurred2019-12-31$191,889
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,329,329
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,367,687
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,038,358
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$15,950
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,340,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,029,326
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$27,400
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$9,032
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$9,032
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,375,222
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$462,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$682,372
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KMH LLP
Accountancy firm EIN2019-12-31421539623
2018 : RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-229,514
Total loss/gain on sale of assets2018-12-31$14,346
Total of all expenses incurred2018-12-31$840,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$634,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$415,285
Value of total assets at end of year2018-12-31$8,038,358
Value of total assets at beginning of year2018-12-31$9,107,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$205,168
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$293,605
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$293,605
Administrative expenses professional fees incurred2018-12-31$56,973
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Administrative expenses (other) incurred2018-12-31$119,872
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,069,522
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,038,358
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,107,880
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$28,323
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,029,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,105,895
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$9,032
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,985
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,985
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-952,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$415,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$634,840
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$7,405,712
Aggregate carrying amount (costs) on sale of assets2018-12-31$7,391,366
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KMH LLP
Accountancy firm EIN2018-12-31421539623
2017 : RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,843,032
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$875,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$651,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$514,506
Value of total assets at end of year2017-12-31$9,107,880
Value of total assets at beginning of year2017-12-31$8,140,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$223,608
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$250,208
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$250,208
Administrative expenses professional fees incurred2017-12-31$66,060
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Other income not declared elsewhere2017-12-31$376,186
Administrative expenses (other) incurred2017-12-31$136,224
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$967,728
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,107,880
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,140,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$21,324
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,105,895
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,138,220
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,985
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,932
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$702,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$514,506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$651,696
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KMH LLP
Accountancy firm EIN2017-12-31421539623
2016 : RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$733,420
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$835,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$626,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$367,348
Value of total assets at end of year2016-12-31$8,140,152
Value of total assets at beginning of year2016-12-31$8,241,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$208,677
Total interest from all sources2016-12-31$242
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$402,294
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$402,294
Administrative expenses professional fees incurred2016-12-31$79,982
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$400,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Administrative expenses (other) incurred2016-12-31$113,574
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-101,776
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,140,152
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,241,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$15,121
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,138,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,237,730
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,932
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$4,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$4,198
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$242
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-36,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$367,348
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$626,519
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KMH LLP
Accountancy firm EIN2016-12-31421539623
2015 : RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$287,480
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$795,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$635,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$360,621
Value of total assets at end of year2015-12-31$8,241,928
Value of total assets at beginning of year2015-12-31$8,750,013
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$160,357
Total interest from all sources2015-12-31$70
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$289,562
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$289,562
Administrative expenses professional fees incurred2015-12-31$60,360
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$400,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Other income not declared elsewhere2015-12-31$44
Administrative expenses (other) incurred2015-12-31$78,348
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-508,085
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,241,928
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,750,013
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$21,649
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,237,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,745,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$4,198
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$4,382
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$4,382
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$70
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-362,817
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$360,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$635,208
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KMH LLP
Accountancy firm EIN2015-12-31421539623
2014 : RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,034,489
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$695,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$559,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$412,042
Value of total assets at end of year2014-12-31$8,833,499
Value of total assets at beginning of year2014-12-31$8,494,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$136,937
Total interest from all sources2014-12-31$21
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$436,898
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$436,898
Administrative expenses professional fees incurred2014-12-31$79,478
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$400,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$57,459
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$338,518
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,833,499
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,494,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,508,646
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,410,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$216,832
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$84,928
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$84,928
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$21
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$185,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$412,042
Employer contributions (assets) at end of year2014-12-31$108,021
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$559,034
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KMH LLP
Accountancy firm EIN2014-12-31421539623
2013 : RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,486,904
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$622,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$494,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$377,780
Value of total assets at end of year2013-12-31$8,494,981
Value of total assets at beginning of year2013-12-31$7,630,417
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$128,338
Total interest from all sources2013-12-31$32
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$385,615
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$385,615
Administrative expenses professional fees incurred2013-12-31$91,033
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$400,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Other income not declared elsewhere2013-12-31$85
Administrative expenses (other) incurred2013-12-31$37,305
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$864,564
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,494,981
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,630,417
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,410,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,515,782
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$84,928
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$114,635
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$114,635
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$32
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$723,392
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$377,780
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$494,002
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KMH LLP
Accountancy firm EIN2013-12-31421539623
2012 : RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,219,934
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$501,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$471,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$349,752
Value of total assets at end of year2012-12-31$7,630,417
Value of total assets at beginning of year2012-12-31$6,911,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$29,822
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$323,598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$323,598
Administrative expenses professional fees incurred2012-12-31$19,780
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$400,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$10,042
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$718,785
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,630,417
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,911,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,515,782
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,911,632
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$114,635
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$546,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$349,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$471,327
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KMH LLP
Accountancy firm EIN2012-12-31421539623
2011 : RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$474,243
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$481,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$423,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$418,204
Value of total assets at end of year2011-12-31$6,911,632
Value of total assets at beginning of year2011-12-31$6,919,008
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$58,157
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$197,309
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$197,309
Administrative expenses professional fees incurred2011-12-31$19,629
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$400,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$38,528
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-7,376
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,911,632
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,919,008
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,911,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,839,646
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$79,362
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$79,362
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-141,270
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$418,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$423,462
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KMH LLP
Accountancy firm EIN2011-12-31421539623
2010 : RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,191,765
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$483,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$415,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$472,571
Value of total assets at end of year2010-12-31$6,919,008
Value of total assets at beginning of year2010-12-31$6,211,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$68,156
Total interest from all sources2010-12-31$43
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$238,965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$238,965
Administrative expenses professional fees incurred2010-12-31$29,622
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$400,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$38,534
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$25
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$707,926
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,919,008
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,211,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,839,646
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,146,501
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$79,362
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$64,556
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$64,556
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$43
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$480,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$472,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$415,683
Contract administrator fees2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KMH LLP
Accountancy firm EIN2010-12-31421539623
2009 : RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM

2022: RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR EMPLOYEES OF BISHOP MUSEUM 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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