401k Plan data: WILLARD HOUSE AND CLOCK MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN plan

WILLARD HOUSE AND CLOCK MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan Name	WILLARD HOUSE AND CLOCK MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number	001

WILLARD HOUSE AND CLOCK MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

WILLARD HOUSE AND CLOCK MUSEUM has sponsored the creation of one or more 401k plans.

Company Name: WILLARD HOUSE AND CLOCK MUSEUM

Employer identification number (EIN): 042671799

NAIC Classification: 712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLARD HOUSE AND CLOCK MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 ANNA KEITER 2023-07-31 ANNA KEITER 2023-07-31
001 2021-01-01 ANNA KEITER 2022-07-28
001 2020-01-01 ANNA KEITER 2021-07-21
001 2019-01-01 ANNA KEITER 2021-07-21
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2014-01-01 ANNA KEITER ANNA KEITER 2015-06-25
001 2013-01-01 ANNA KEITER ANNA KEITER 2015-06-25
001 2012-01-01 ANNA KEITER ANNA KEITER 2015-06-25
001 2011-01-01 ANNA KEITER
001 2010-01-01 ANNA KEITER
001 2009-01-01 ANNA KEITER
001 2008-01-01 ANNA KEITER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	ANNA KEITER	2023-07-31	ANNA KEITER	2023-07-31
001	2021-01-01	ANNA KEITER	2022-07-28
001	2020-01-01	ANNA KEITER	2021-07-21
001	2019-01-01	ANNA KEITER	2021-07-21
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2014-01-01	ANNA KEITER		ANNA KEITER	2015-06-25
001	2013-01-01	ANNA KEITER		ANNA KEITER	2015-06-25
001	2012-01-01	ANNA KEITER		ANNA KEITER	2015-06-25
001	2011-01-01	ANNA KEITER
001	2010-01-01	ANNA KEITER
001	2009-01-01	ANNA KEITER
001	2008-01-01	ANNA KEITER

Plan Statistics for WILLARD HOUSE AND CLOCK MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for WILLARD HOUSE AND CLOCK MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2018: WILLARD HOUSE AND CLOCK MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: WILLARD HOUSE AND CLOCK MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: WILLARD HOUSE AND CLOCK MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2014: WILLARD HOUSE AND CLOCK MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 2
Number of participants with account balances 2014-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: WILLARD HOUSE AND CLOCK MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2
Number of participants with account balances 2013-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: WILLARD HOUSE AND CLOCK MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 2
Number of participants with account balances 2012-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: WILLARD HOUSE AND CLOCK MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 2
Total participants 2011-01-01 2
Number of participants with account balances 2011-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: WILLARD HOUSE AND CLOCK MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 2
Total participants 2010-01-01 2
Number of participants with account balances 2010-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: WILLARD HOUSE AND CLOCK MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
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 0
Total of all active and inactive participants 2009-01-01 2
Total participants 2009-01-01 2
Number of participants with account balances 2009-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
2008: WILLARD HOUSE AND CLOCK MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 1

Measure	Date	Value
2018: WILLARD HOUSE AND CLOCK MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: WILLARD HOUSE AND CLOCK MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: WILLARD HOUSE AND CLOCK MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2014: WILLARD HOUSE AND CLOCK MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	2
Number of participants with account balances	2014-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: WILLARD HOUSE AND CLOCK MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2
Number of participants with account balances	2013-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: WILLARD HOUSE AND CLOCK MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	2
Number of participants with account balances	2012-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: WILLARD HOUSE AND CLOCK MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	2
Total participants	2011-01-01	2
Number of participants with account balances	2011-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: WILLARD HOUSE AND CLOCK MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	2
Total participants	2010-01-01	2
Number of participants with account balances	2010-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: WILLARD HOUSE AND CLOCK MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
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	0
Total of all active and inactive participants	2009-01-01	2
Total participants	2009-01-01	2
Number of participants with account balances	2009-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
2008: WILLARD HOUSE AND CLOCK MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	1

Financial Data on WILLARD HOUSE AND CLOCK MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN

Measure	Date	Value
2018 : WILLARD HOUSE AND CLOCK MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$1,544
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$0
Value of total assets at end of year	2018-12-31	$43,413
Value of total assets at beginning of year	2018-12-31	$42,988
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total interest from all sources	2018-12-31	$457
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Value of net income/loss	2018-12-31	$1,544
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$43,413
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$42,988
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$20,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$21,026
Value of interest in pooled separate accounts at end of year	2018-12-31	$11,541
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$11,013
Interest earned on other investments	2018-12-31	$457
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$11,406
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$10,949
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$560
Net investment gain/loss from pooled separate accounts	2018-12-31	$527
2017 : WILLARD HOUSE AND CLOCK MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$3,038
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$5,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$5,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$0
Value of total assets at end of year	2017-12-31	$42,988
Value of total assets at beginning of year	2017-12-31	$44,948
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$0
Total interest from all sources	2017-12-31	$426
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Value of net income/loss	2017-12-31	$-1,962
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$42,988
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$44,948
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$21,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$23,874
Value of interest in pooled separate accounts at end of year	2017-12-31	$11,013
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$10,552
Interest earned on other investments	2017-12-31	$426
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$10,949
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$10,522
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,151
Net investment gain/loss from pooled separate accounts	2017-12-31	$461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$5,000
2016 : WILLARD HOUSE AND CLOCK MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$1,704
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$0
Value of total assets at end of year	2016-12-31	$44,948
Value of total assets at beginning of year	2016-12-31	$43,243
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$0
Total interest from all sources	2016-12-31	$453
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Value of net income/loss	2016-12-31	$1,704
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$44,948
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$43,243
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$23,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$23,144
Value of interest in pooled separate accounts at end of year	2016-12-31	$10,552
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$10,030
Interest earned on other investments	2016-12-31	$453
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$10,522
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$10,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$730
Net investment gain/loss from pooled separate accounts	2016-12-31	$521

Form 5500 Responses for WILLARD HOUSE AND CLOCK MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN

2018: WILLARD HOUSE AND CLOCK MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2018-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2017: WILLARD HOUSE AND CLOCK MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2017-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2016: WILLARD HOUSE AND CLOCK MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2016-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2014: WILLARD HOUSE AND CLOCK MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2014-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2013: WILLARD HOUSE AND CLOCK MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2013-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2012: WILLARD HOUSE AND CLOCK MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2011: WILLARD HOUSE AND CLOCK MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2010: WILLARD HOUSE AND CLOCK MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2010-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2009: WILLARD HOUSE AND CLOCK MUSEUM DEFINED CONTRIBUTION RETIREMENT 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 is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2008: WILLARD HOUSE AND CLOCK MUSEUM DEFINED CONTRIBUTION RETIREMENT PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

388017

Policy instance

Insurance contract or identification number	388017
Number of Individuals Covered	2
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	WILLARD HOUSE AND CLOCK MUSEUM
Employer identification number (EIN):	042671799
NAIC Classification:	712100
NAIC Description:	Museums, Historical Sites, and Similar Institutions