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NATIONAL CONFERENCE OF STATE HISTORIC PRESERVATION OFFICERS DC RETIREMENT PLAN 401k Plan overview

Plan NameNATIONAL CONFERENCE OF STATE HISTORIC PRESERVATION OFFICERS DC RETIREMENT PLAN
Plan identification number 001

NATIONAL CONFERENCE OF STATE HISTORIC PRESERVATION OFFICERS DC RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

THE NATIONAL CONFERENCE OF STATE HISTORIC PRESERVATION OFFICERS has sponsored the creation of one or more 401k plans.

Company Name:THE NATIONAL CONFERENCE OF STATE HISTORIC PRESERVATION OFFICERS
Employer identification number (EIN):050373312
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL CONFERENCE OF STATE HISTORIC PRESERVATION OFFICERS DC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ERIK HEIN2024-06-18
0012022-01-01ERIK HEIN2023-09-28
0012021-01-01ERIK HEIN2022-06-21
0012020-01-01ERIK HEIN2021-08-20
0012019-01-01ERIK HEIN2020-07-14
0012018-01-01ERIK HEIN2019-07-26
0012017-01-01ERIK HEIN2018-08-13
0012016-01-01ERIK HEIN2017-06-27 ERIK HEIN2017-06-27
0012015-01-01ERIK HEIN2016-04-04 ERIK HEIN2016-04-04
0012014-01-01ERIK HEIN2015-07-15 ERIK HEIN2015-07-15
0012013-01-01ERIK HEIN2014-05-28 ERIK HEIN2014-05-28
0012012-01-01ERIK HEIN2013-07-03 ERIK HEIN2013-07-03
0012011-01-01NANCY SCHAMU2012-07-24 NANCY SCHAMU2012-07-24
0012010-01-01NANCY SCHAMU2011-07-07 NANCY SCHAMU2011-07-07

Plan Statistics for NATIONAL CONFERENCE OF STATE HISTORIC PRESERVATION OFFICERS DC RETIREMENT PLAN

401k plan membership statisitcs for NATIONAL CONFERENCE OF STATE HISTORIC PRESERVATION OFFICERS DC RETIREMENT PLAN

Measure Date Value
2025: NATIONAL CONFERENCE OF STATE HISTORIC PRESERVATION OFFICERS DC RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-0652
Total number of particpants at end of year2025-06-0655
Number of Participants With Account Balances2025-06-0654
2024: NATIONAL CONFERENCE OF STATE HISTORIC PRESERVATION OFFICERS DC RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-1825
Total number of particpants at end of year2024-06-1827
Number of Participants With Account Balances2024-06-1826
2022: NATIONAL CONFERENCE OF STATE HISTORIC PRESERVATION OFFICERS DC RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-2124
Total number of particpants at end of year2022-06-2125
Number of Participants With Account Balances2022-06-2125

Financial Data on NATIONAL CONFERENCE OF STATE HISTORIC PRESERVATION OFFICERS DC RETIREMENT PLAN

Measure Date Value
2025 : NATIONAL CONFERENCE OF STATE HISTORIC PRESERVATION OFFICERS DC RETIREMENT PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-06-060
Total liabilities as of the beginning of the plan year2025-06-060
Total expenses incurred by plan in this plan year2025-06-06168194
Net assets as of the end of the plan year2025-06-065775294
Total assets as of the beginning of the plan year2025-06-065180374
Value of plan covered by a fidelity bond2025-06-06500000
Participant contributions to plan in this plan year2025-06-0668158
Other expenses paid from plan in this plan year2025-06-060
Other contributions to plan in this plan year2025-06-060
Other income to plan in this plan year2025-06-06654382
Plan net income in this plan year2025-06-06594920
Net assets as of the end of the plan year2025-06-065775294
Net assets as of the beginning of the plan year2025-06-065180374
Employer contributions to plan in this plan year2025-06-0640574
Fees paid to broker by Benefit Provider2025-06-0612494
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-0640
2024 : NATIONAL CONFERENCE OF STATE HISTORIC PRESERVATION OFFICERS DC RETIREMENT PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-06-180
Total liabilities as of the beginning of the plan year2024-06-180
Total expenses incurred by plan in this plan year2024-06-18138457
Net assets as of the end of the plan year2024-06-185180374
Total assets as of the beginning of the plan year2024-06-184493647
Value of plan covered by a fidelity bond2024-06-18500000
Participant contributions to plan in this plan year2024-06-1844716
Other expenses paid from plan in this plan year2024-06-180
Other contributions to plan in this plan year2024-06-180
Other income to plan in this plan year2024-06-18751788
Plan net income in this plan year2024-06-18686727
Net assets as of the end of the plan year2024-06-185180374
Net assets as of the beginning of the plan year2024-06-184493647
Employer contributions to plan in this plan year2024-06-1828680
Fees paid to broker by Benefit Provider2024-06-187629
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-180
2022 : NATIONAL CONFERENCE OF STATE HISTORIC PRESERVATION OFFICERS DC RETIREMENT PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-06-210
Total liabilities as of the beginning of the plan year2022-06-210
Total expenses incurred by plan in this plan year2022-06-21136089
Net assets as of the end of the plan year2022-06-215238979
Total assets as of the beginning of the plan year2022-06-214725312
Value of plan covered by a fidelity bond2022-06-211000000
Participant contributions to plan in this plan year2022-06-2134034
Other expenses paid from plan in this plan year2022-06-210
Other contributions to plan in this plan year2022-06-210
Other income to plan in this plan year2022-06-21589514
Plan net income in this plan year2022-06-21513667
Net assets as of the end of the plan year2022-06-215238979
Net assets as of the beginning of the plan year2022-06-214725312
Employer contributions to plan in this plan year2022-06-2126208
Fees paid to broker by Benefit Provider2022-06-2110392
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-2140

Potentially related plans

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