401k Plan data: HARVARD CLUB OF BOSTON 401(K) PLAN plan

HARVARD CLUB OF BOSTON 401(K) PLAN 401k Plan overview

Plan Name	HARVARD CLUB OF BOSTON 401(K) PLAN
Plan identification number	002

HARVARD CLUB OF BOSTON 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

HARVARD CLUB OF BOSTON has sponsored the creation of one or more 401k plans.

Company Name: HARVARD CLUB OF BOSTON

Employer identification number (EIN): 041423320

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HARVARD CLUB OF BOSTON 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01 MICHAEL JENKINS 2020-06-02 MICHAEL JENKINS 2020-06-02
002 2018-01-01 MICHAEL JENKINS 2019-07-29 MICHAEL JENKINS 2019-07-29
002 2017-01-01 MICHAEL JENKINS 2018-07-27 MICHAEL JENKINS 2018-07-27
002 2016-01-01 MICHAEL JENKINS 2017-07-14 MICHAEL JENKINS 2017-07-14
002 2015-01-01 MICHAEL JENKINS 2016-10-13 MICHAEL JENKINS 2016-10-13
002 2014-01-01 MICHAEL JENKINS 2015-10-14 MICHAEL JENKINS 2015-10-14
002 2013-01-01
002 2012-01-01 MICHAEL JENKINS 2013-07-25
002 2011-01-01 MICHAEL JENKINS 2012-07-31
002 2010-01-01 ERIC GILLBERG 2011-10-14
002 2009-01-01 MICHAEL JENKINS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01	MICHAEL JENKINS	2020-06-02	MICHAEL JENKINS	2020-06-02
002	2018-01-01	MICHAEL JENKINS	2019-07-29	MICHAEL JENKINS	2019-07-29
002	2017-01-01	MICHAEL JENKINS	2018-07-27	MICHAEL JENKINS	2018-07-27
002	2016-01-01	MICHAEL JENKINS	2017-07-14	MICHAEL JENKINS	2017-07-14
002	2015-01-01	MICHAEL JENKINS	2016-10-13	MICHAEL JENKINS	2016-10-13
002	2014-01-01	MICHAEL JENKINS	2015-10-14	MICHAEL JENKINS	2015-10-14
002	2013-01-01
002	2012-01-01	MICHAEL JENKINS	2013-07-25
002	2011-01-01	MICHAEL JENKINS	2012-07-31
002	2010-01-01	ERIC GILLBERG	2011-10-14
002	2009-01-01	MICHAEL JENKINS

Plan Statistics for HARVARD CLUB OF BOSTON 401(K) PLAN

401k plan membership statisitcs for HARVARD CLUB OF BOSTON 401(K) PLAN

Measure Date Value
2022: HARVARD CLUB OF BOSTON 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 48
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 24
Total of all active and inactive participants 2022-01-01 72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 72
Number of participants with account balances 2022-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: HARVARD CLUB OF BOSTON 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 68
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 34
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 18
Total of all active and inactive participants 2021-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 52
Number of participants with account balances 2021-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: HARVARD CLUB OF BOSTON 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 81
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 38
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 30
Total of all active and inactive participants 2020-01-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 68
Number of participants with account balances 2020-01-01 58
2009: HARVARD CLUB OF BOSTON 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 55
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 12
Total of all active and inactive participants 2009-01-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 68
Number of participants with account balances 2009-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: HARVARD CLUB OF BOSTON 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	48
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	24
Total of all active and inactive participants	2022-01-01	72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	72
Number of participants with account balances	2022-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: HARVARD CLUB OF BOSTON 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	68
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	34
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	18
Total of all active and inactive participants	2021-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	52
Number of participants with account balances	2021-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: HARVARD CLUB OF BOSTON 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	81
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	38
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	30
Total of all active and inactive participants	2020-01-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	68
Number of participants with account balances	2020-01-01	58
2009: HARVARD CLUB OF BOSTON 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	55
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	12
Total of all active and inactive participants	2009-01-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	68
Number of participants with account balances	2009-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on HARVARD CLUB OF BOSTON 401(K) PLAN

Measure	Date	Value
2022 : HARVARD CLUB OF BOSTON 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-463,953
Expenses. Total of all expenses incurred	2022-12-31	$915,595
Benefits paid (including direct rollovers)	2022-12-31	$870,670
Total plan assets at end of year	2022-12-31	$3,291,207
Total plan assets at beginning of year	2022-12-31	$4,670,755
Value of fidelity bond covering the plan	2022-12-31	$400,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$226,057
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-812,272
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-1,379,548
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$3,291,207
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$4,670,755
Assets. Value of participant loans	2022-12-31	$22,907
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$122,262
Value of certain deemed distributions of participant loans	2022-12-31	$8,544
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$36,381
2021 : HARVARD CLUB OF BOSTON 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$839,299
Expenses. Total of all expenses incurred	2021-12-31	$116,992
Benefits paid (including direct rollovers)	2021-12-31	$75,965
Total plan assets at end of year	2021-12-31	$4,670,755
Total plan assets at beginning of year	2021-12-31	$3,948,448
Value of fidelity bond covering the plan	2021-12-31	$2,000,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$245,019
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$463,673
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$722,307
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$4,670,755
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$3,948,448
Assets. Value of participant loans	2021-12-31	$23,056
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$130,607
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$41,027
2020 : HARVARD CLUB OF BOSTON 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$898,844
Expenses. Total of all expenses incurred	2020-12-31	$317,749
Benefits paid (including direct rollovers)	2020-12-31	$299,023
Total plan assets at end of year	2020-12-31	$3,948,448
Total plan assets at beginning of year	2020-12-31	$3,367,353
Value of fidelity bond covering the plan	2020-12-31	$2,000,000
Total contributions received or receivable from participants	2020-12-31	$247,533
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$533,096
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$581,095
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$3,948,448
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,367,353
Assets. Value of participant loans	2020-12-31	$76,861
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$118,215
Value of certain deemed distributions of participant loans	2020-12-31	$1,145
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$17,581
2009 : HARVARD CLUB OF BOSTON 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for HARVARD CLUB OF BOSTON 401(K) PLAN

2022: HARVARD CLUB OF BOSTON 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: HARVARD CLUB OF BOSTON 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: HARVARD CLUB OF BOSTON 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2009: HARVARD CLUB OF BOSTON 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HARVARD CLUB OF BOSTON
Employer identification number (EIN):	041423320
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations