?>
Logo

AMELIA PEABODY FOUNDATION PENSION PLAN 401k Plan overview

Plan NameAMELIA PEABODY FOUNDATION PENSION PLAN
Plan identification number 001

AMELIA PEABODY FOUNDATION PENSION PLAN 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).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.

401k Sponsoring company profile

AMELIA PEABODY FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:AMELIA PEABODY FOUNDATION
Employer identification number (EIN):046036558
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMELIA PEABODY FOUNDATION PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01PAUL J. BRENNAN2023-10-12
0012020-01-01MARGARET N. ST. CLAIR2021-10-11
0012019-01-01MARGARET N. ST. CLAIR2020-10-05
0012018-01-01
0012017-01-01
0012016-01-01PAUL J. BRENNAN
0012015-01-01PAUL J. BRENNAN
0012014-01-01PAUL J. BRENNAN
0012013-01-01PAUL J. BRENNAN
0012012-01-01PAUL J. BRENNAN
0012011-01-01PAUL J. BRENNAN
0012010-01-01PAUL J. BRENNAN
0012009-01-01PAUL J. BRENNAN PAUL J. BRENNAN2010-09-23

Plan Statistics for AMELIA PEABODY FOUNDATION PENSION PLAN

401k plan membership statisitcs for AMELIA PEABODY FOUNDATION PENSION PLAN

Measure Date Value
2022: AMELIA PEABODY FOUNDATION PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-315,174,054
Acturial value of plan assets2022-12-315,174,054
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-310
Fundng target for terminated vested participants2022-12-310
Active participant vested funding target2022-12-316,728,814
Number of active participants2022-12-313
Total funding liabilities for active participants2022-12-316,728,814
Total participant count2022-12-313
Total funding target for all participants2022-12-316,728,814
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31584,937
Prefunding balanced used to offset prior years funding requirement2022-12-31512,428
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3172,509
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
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3174,314
Total employer contributions2022-12-312,266,823
Total employee contributions2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-312,232,741
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31270,254
Net shortfall amortization installment of oustanding balance2022-12-314,109,970
Total funding amount beforereflecting carryover/prefunding balances2022-12-31580,588
Additional cash requirement2022-12-31580,588
Contributions allocatedtoward minimum required contributions for current year2022-12-312,232,741
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-013
Total number of active participants reported on line 7a of the Form 55002022-01-013
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: AMELIA PEABODY FOUNDATION PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-315,435,488
Acturial value of plan assets2021-12-315,435,488
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-310
Fundng target for terminated vested participants2021-12-310
Active participant vested funding target2021-12-315,912,002
Number of active participants2021-12-313
Total funding liabilities for active participants2021-12-315,912,002
Total participant count2021-12-313
Total funding target for all participants2021-12-315,912,002
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31455,730
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31455,730
Present value of excess contributions2021-12-31113,253
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31113,253
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-31113,253
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31584,934
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31418,522
Net shortfall amortization installment of oustanding balance2021-12-314,819,377
Total funding amount beforereflecting carryover/prefunding balances2021-12-31525,188
Prefunding balance elected to use to offset funding requirement2021-12-31525,188
Additional cash requirement2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: AMELIA PEABODY FOUNDATION PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-314,703,348
Acturial value of plan assets2020-12-314,703,348
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-310
Fundng target for terminated vested participants2020-12-310
Active participant vested funding target2020-12-315,333,476
Number of active participants2020-12-313
Total funding liabilities for active participants2020-12-315,333,476
Total participant count2020-12-313
Total funding target for all participants2020-12-315,333,476
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3151,072
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 balance2020-12-3151,072
Present value of excess contributions2020-12-31400,838
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31400,838
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-31400,838
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 year2020-12-31455,730
Total employer contributions2020-12-31600,000
Total employee contributions2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31594,170
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31376,629
Net shortfall amortization installment of oustanding balance2020-12-311,110,786
Total funding amount beforereflecting carryover/prefunding balances2020-12-31480,917
Additional cash requirement2020-12-31480,917
Contributions allocatedtoward minimum required contributions for current year2020-12-31594,170
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-015
Total number of active participants reported on line 7a of the Form 55002020-01-013
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: AMELIA PEABODY FOUNDATION PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-317,212,160
Acturial value of plan assets2019-12-317,212,160
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-310
Fundng target for terminated vested participants2019-12-310
Active participant vested funding target2019-12-317,106,194
Number of active participants2019-12-315
Total funding liabilities for active participants2019-12-317,106,194
Total participant count2019-12-315
Total funding target for all participants2019-12-317,106,194
Balance at beginning of prior year after applicable adjustments2019-12-3174,929
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31121,542
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-3174,929
Prefunding balanced used to offset prior years funding requirement2019-12-3168,782
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3152,760
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
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 year2019-12-3151,072
Total employer contributions2019-12-311,000,000
Total employee contributions2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31966,953
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31618,369
Total funding amount beforereflecting carryover/prefunding balances2019-12-31566,115
Additional cash requirement2019-12-31566,115
Contributions allocatedtoward minimum required contributions for current year2019-12-31966,953
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-015
Total number of active participants reported on line 7a of the Form 55002019-01-015
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: AMELIA PEABODY FOUNDATION PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-316,075,441
Acturial value of plan assets2018-12-316,075,441
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-316,627,471
Number of active participants2018-12-315
Total funding liabilities for active participants2018-12-316,627,471
Total participant count2018-12-315
Total funding target for all participants2018-12-316,627,471
Balance at beginning of prior year after applicable adjustments2018-12-3173,159
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31184,536
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-3165,866
Amount remaining of carryover balance2018-12-3173,159
Amount remaining of prefunding balance2018-12-31118,670
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-3174,929
Balance of prefunding at beginning of current year2018-12-31121,542
Total employer contributions2018-12-31600,000
Total employee contributions2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31585,804
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31613,285
Net shortfall amortization installment of oustanding balance2018-12-31758,993
Total funding amount beforereflecting carryover/prefunding balances2018-12-31737,190
Carryover balance elected to use to offset funding requirement2018-12-3178,930
Prefunding balance elected to use to offset funding requirement2018-12-3172,456
Additional cash requirement2018-12-31585,804
Contributions allocatedtoward minimum required contributions for current year2018-12-31585,804
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-015
Total number of active participants reported on line 7a of the Form 55002018-01-015
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: AMELIA PEABODY FOUNDATION PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-316,048,844
Acturial value of plan assets2017-12-316,048,844
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-315,882,891
Number of active participants2017-12-315
Total funding liabilities for active participants2017-12-315,882,891
Total participant count2017-12-315
Total funding target for all participants2017-12-315,882,891
Balance at beginning of prior year after applicable adjustments2017-12-3172,868
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31108,921
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 balance2017-12-3172,868
Amount remaining of prefunding balance2017-12-31108,921
Present value of excess contributions2017-12-3175,179
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3175,179
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3175,179
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 year2017-12-3173,159
Balance of prefunding at beginning of current year2017-12-31184,536
Total employer contributions2017-12-31550,000
Total employee contributions2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31531,119
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31600,674
Total funding amount beforereflecting carryover/prefunding balances2017-12-31600,674
Prefunding balance elected to use to offset funding requirement2017-12-3169,555
Additional cash requirement2017-12-31531,119
Contributions allocatedtoward minimum required contributions for current year2017-12-31531,119
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-015
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: AMELIA PEABODY FOUNDATION PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-315,349,505
Acturial value of plan assets2016-12-315,349,505
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-315,286,753
Number of active participants2016-12-315
Total funding liabilities for active participants2016-12-315,286,753
Total participant count2016-12-315
Total funding target for all participants2016-12-315,286,753
Balance at beginning of prior year after applicable adjustments2016-12-3175,168
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31112,359
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 balance2016-12-3175,168
Amount remaining of prefunding balance2016-12-31112,359
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
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 year2016-12-3172,868
Balance of prefunding at beginning of current year2016-12-31108,921
Total employer contributions2016-12-31550,000
Total employee contributions2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31528,160
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31452,981
Total funding amount beforereflecting carryover/prefunding balances2016-12-31452,981
Additional cash requirement2016-12-31452,981
Contributions allocatedtoward minimum required contributions for current year2016-12-31528,160
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-015
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: AMELIA PEABODY FOUNDATION PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-015
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: AMELIA PEABODY FOUNDATION PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015
Total number of active participants reported on line 7a of the Form 55002014-01-015
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: AMELIA PEABODY FOUNDATION PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-015
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: AMELIA PEABODY FOUNDATION PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: AMELIA PEABODY FOUNDATION PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-015
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: AMELIA PEABODY FOUNDATION PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-015
Total number of active participants reported on line 7a of the Form 55002010-01-015
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: AMELIA PEABODY FOUNDATION PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on AMELIA PEABODY FOUNDATION PENSION PLAN

Measure Date Value
2022 : AMELIA PEABODY FOUNDATION PENSION PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$1,971,307
Expenses. Total of all expenses incurred2022-12-31$0
Total plan assets at end of year2022-12-31$7,406,795
Total plan assets at beginning of year2022-12-31$5,435,488
Value of fidelity bond covering the plan2022-12-31$500,000
Other income received2022-12-31$-295,516
Net income (gross income less expenses)2022-12-31$1,971,307
Net plan assets at end of year (total assets less liabilities)2022-12-31$7,406,795
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$5,435,488
Total contributions received or receivable from employer(s)2022-12-31$2,266,823
2021 : AMELIA PEABODY FOUNDATION PENSION PLAN 2021 401k financial data
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$142,580
Expenses. Total of all expenses incurred2021-12-31$10,440
Total plan assets at end of year2021-12-31$5,435,488
Total plan assets at beginning of year2021-12-31$5,303,348
Value of fidelity bond covering the plan2021-12-31$500,000
Expenses. Other expenses not covered elsewhere2021-12-31$10,440
Other income received2021-12-31$142,580
Net income (gross income less expenses)2021-12-31$132,140
Net plan assets at end of year (total assets less liabilities)2021-12-31$5,435,488
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$5,303,348
2020 : AMELIA PEABODY FOUNDATION PENSION PLAN 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$848,002
Expenses. Total of all expenses incurred2020-12-31$3,756,814
Benefits paid (including direct rollovers)2020-12-31$3,742,370
Total plan assets at end of year2020-12-31$5,303,348
Total plan assets at beginning of year2020-12-31$8,212,160
Value of fidelity bond covering the plan2020-12-31$500,000
Expenses. Other expenses not covered elsewhere2020-12-31$14,444
Other income received2020-12-31$248,002
Net income (gross income less expenses)2020-12-31$-2,908,812
Net plan assets at end of year (total assets less liabilities)2020-12-31$5,303,348
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$8,212,160
Total contributions received or receivable from employer(s)2020-12-31$600,000
2019 : AMELIA PEABODY FOUNDATION PENSION PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,536,719
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$8,212,160
Total plan assets at beginning of year2019-12-31$6,675,441
Value of fidelity bond covering the plan2019-12-31$500,000
Other income received2019-12-31$536,719
Net income (gross income less expenses)2019-12-31$1,536,719
Net plan assets at end of year (total assets less liabilities)2019-12-31$8,212,160
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$6,675,441
Total contributions received or receivable from employer(s)2019-12-31$1,000,000
2018 : AMELIA PEABODY FOUNDATION PENSION PLAN 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$404,480
Expenses. Total of all expenses incurred2018-12-31$327,883
Benefits paid (including direct rollovers)2018-12-31$307,287
Total plan assets at end of year2018-12-31$6,675,441
Total plan assets at beginning of year2018-12-31$6,598,844
Value of fidelity bond covering the plan2018-12-31$500,000
Other income received2018-12-31$-195,520
Net income (gross income less expenses)2018-12-31$76,597
Net plan assets at end of year (total assets less liabilities)2018-12-31$6,675,441
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$6,598,844
Total contributions received or receivable from employer(s)2018-12-31$600,000
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$20,596
2017 : AMELIA PEABODY FOUNDATION PENSION PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$718,512
Expenses. Total of all expenses incurred2017-12-31$19,173
Total plan assets at end of year2017-12-31$6,598,844
Total plan assets at beginning of year2017-12-31$5,899,505
Value of fidelity bond covering the plan2017-12-31$500,000
Other income received2017-12-31$168,512
Net income (gross income less expenses)2017-12-31$699,339
Net plan assets at end of year (total assets less liabilities)2017-12-31$6,598,844
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$5,899,505
Total contributions received or receivable from employer(s)2017-12-31$550,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$19,173
2016 : AMELIA PEABODY FOUNDATION PENSION PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$591,717
Expenses. Total of all expenses incurred2016-12-31$19,356
Total plan assets at end of year2016-12-31$5,899,505
Total plan assets at beginning of year2016-12-31$5,327,144
Value of fidelity bond covering the plan2016-12-31$500,000
Other income received2016-12-31$41,717
Net income (gross income less expenses)2016-12-31$572,361
Net plan assets at end of year (total assets less liabilities)2016-12-31$5,899,505
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$5,327,144
Total contributions received or receivable from employer(s)2016-12-31$550,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$19,356
2015 : AMELIA PEABODY FOUNDATION PENSION PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$288,748
Expenses. Total of all expenses incurred2015-12-31$10,075
Total plan assets at end of year2015-12-31$5,327,144
Total plan assets at beginning of year2015-12-31$5,048,471
Value of fidelity bond covering the plan2015-12-31$500,000
Other income received2015-12-31$-151,252
Net income (gross income less expenses)2015-12-31$278,673
Net plan assets at end of year (total assets less liabilities)2015-12-31$5,327,144
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$5,048,471
Total contributions received or receivable from employer(s)2015-12-31$440,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$10,075
2014 : AMELIA PEABODY FOUNDATION PENSION PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$365,963
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$5,048,471
Total plan assets at beginning of year2014-12-31$4,682,508
Value of fidelity bond covering the plan2014-12-31$500,000
Other income received2014-12-31$-74,037
Net income (gross income less expenses)2014-12-31$365,963
Net plan assets at end of year (total assets less liabilities)2014-12-31$5,048,471
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,682,508
Total contributions received or receivable from employer(s)2014-12-31$440,000
2013 : AMELIA PEABODY FOUNDATION PENSION PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$593,753
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$4,682,508
Total plan assets at beginning of year2013-12-31$4,088,755
Value of fidelity bond covering the plan2013-12-31$500,000
Other income received2013-12-31$153,753
Net income (gross income less expenses)2013-12-31$593,753
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,682,508
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,088,755
Total contributions received or receivable from employer(s)2013-12-31$440,000
2012 : AMELIA PEABODY FOUNDATION PENSION PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$452,107
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$4,088,755
Total plan assets at beginning of year2012-12-31$3,636,648
Value of fidelity bond covering the plan2012-12-31$500,000
Other income received2012-12-31$102,107
Net income (gross income less expenses)2012-12-31$452,107
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,088,755
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,636,648
Total contributions received or receivable from employer(s)2012-12-31$350,000
2011 : AMELIA PEABODY FOUNDATION PENSION PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$185,751
Expenses. Total of all expenses incurred2011-12-31$0
Total plan assets at end of year2011-12-31$3,636,648
Total plan assets at beginning of year2011-12-31$3,450,897
Value of fidelity bond covering the plan2011-12-31$500,000
Other income received2011-12-31$-114,249
Net income (gross income less expenses)2011-12-31$185,751
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,636,648
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,450,897
Total contributions received or receivable from employer(s)2011-12-31$300,000
2010 : AMELIA PEABODY FOUNDATION PENSION PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$546,733
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$3,450,897
Total plan assets at beginning of year2010-12-31$2,904,164
Value of fidelity bond covering the plan2010-12-31$500,000
Other income received2010-12-31$246,733
Net income (gross income less expenses)2010-12-31$546,733
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,450,897
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,904,164
Total contributions received or receivable from employer(s)2010-12-31$300,000

Form 5500 Responses for AMELIA PEABODY FOUNDATION PENSION PLAN

2022: AMELIA PEABODY FOUNDATION PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
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
2020: AMELIA PEABODY FOUNDATION PENSION PLAN 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: AMELIA PEABODY FOUNDATION PENSION PLAN 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: AMELIA PEABODY FOUNDATION PENSION PLAN 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: AMELIA PEABODY FOUNDATION PENSION PLAN 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: AMELIA PEABODY FOUNDATION PENSION PLAN 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: AMELIA PEABODY FOUNDATION PENSION PLAN 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: AMELIA PEABODY FOUNDATION PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
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: AMELIA PEABODY FOUNDATION PENSION PLAN 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: AMELIA PEABODY FOUNDATION PENSION PLAN 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: AMELIA PEABODY FOUNDATION PENSION PLAN 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: AMELIA PEABODY FOUNDATION PENSION PLAN 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: AMELIA PEABODY FOUNDATION PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3