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ASSOCIATED MUSICIANS OF GREATER NEW YORK 401(K) PLAN 401k Plan overview

Plan NameASSOCIATED MUSICIANS OF GREATER NEW YORK 401(K) PLAN
Plan identification number 001

ASSOCIATED MUSICIANS OF GREATER NEW YORK 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

ASSOCIATED MUSICIANS OF GREATER NEW has sponsored the creation of one or more 401k plans.

Company Name:ASSOCIATED MUSICIANS OF GREATER NEW
Employer identification number (EIN):130452820
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSOCIATED MUSICIANS OF GREATER NEW YORK 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ERISA FIDUCIARY SERVICES2024-05-03
0012022-01-01ERISA FIDUCIARY SERVICES INC2023-05-02
0012021-01-01ERISSA FIDUCIARY SERVICES INC2022-06-02
0012020-01-01LISA MEJIA2021-09-23
0012019-01-01LISA MEJIA2020-07-25
0012018-01-01LISA MEJIA2019-06-03
0012017-01-01LISA MEJIA2018-06-13
0012016-01-01LISA MEJIA2017-05-25
0012015-01-01LISA MEJIA2016-06-10
0012014-01-01CATHERINE CAMIOLO2015-07-13
0012013-01-01CATHERINE CAMIOLO2014-07-08
0012012-01-01THOMAS OLCOTT2013-06-28
0012011-01-01MICHAEL VAN SERTIMA
0012010-01-01MICHAEL VAN SERTIMA
0012009-01-01JAY BLUMENTHAL
0012009-01-01MICHAEL VAN SERTIMA

Financial Data on ASSOCIATED MUSICIANS OF GREATER NEW YORK 401(K) PLAN

Measure Date Value
2025 : ASSOCIATED MUSICIANS OF GREATER NEW YORK 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-070
Total liabilities as of the end of the plan year2025-04-070
Total liabilities as of the beginning of the plan year2025-04-070
Total expenses incurred by plan in this plan year2025-04-0711613
Net assets as of the end of the plan year2025-04-072099718
Total assets as of the beginning of the plan year2025-04-071716785
Value of plan covered by a fidelity bond2025-04-07171679
Participant contributions to plan in this plan year2025-04-07195455
Value of participant loans at end of plan year2025-04-0760710
Other expenses paid from plan in this plan year2025-04-070
Other contributions to plan in this plan year2025-04-070
Other income to plan in this plan year2025-04-07199091
Plan net income in this plan year2025-04-07382933
Net assets as of the end of the plan year2025-04-072099718
Net assets as of the beginning of the plan year2025-04-071716785
Employer contributions to plan in this plan year2025-04-070
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-0711557
2024 : ASSOCIATED MUSICIANS OF GREATER NEW YORK 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-030
Total liabilities as of the end of the plan year2024-05-030
Total liabilities as of the beginning of the plan year2024-05-030
Total expenses incurred by plan in this plan year2024-05-03246850
Net assets as of the end of the plan year2024-05-031716785
Total assets as of the beginning of the plan year2024-05-031401173
Value of plan covered by a fidelity bond2024-05-03140117
Participant contributions to plan in this plan year2024-05-03185929
Value of participant loans at end of plan year2024-05-0358506
Other expenses paid from plan in this plan year2024-05-030
Other contributions to plan in this plan year2024-05-03181579
Other income to plan in this plan year2024-05-03194954
Plan net income in this plan year2024-05-03315612
Net assets as of the end of the plan year2024-05-031716785
Net assets as of the beginning of the plan year2024-05-031401173
Employer contributions to plan in this plan year2024-05-030
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-0310029
2022 : ASSOCIATED MUSICIANS OF GREATER NEW YORK 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-020
Total liabilities as of the end of the plan year2022-06-020
Total liabilities as of the beginning of the plan year2022-06-020
Total expenses incurred by plan in this plan year2022-06-02158393
Net assets as of the end of the plan year2022-06-021478330
Total assets as of the beginning of the plan year2022-06-021365583
Value of plan covered by a fidelity bond2022-06-0220000
Participant contributions to plan in this plan year2022-06-02130349
Value of participant loans at end of plan year2022-06-0221159
Other expenses paid from plan in this plan year2022-06-020
Other contributions to plan in this plan year2022-06-020
Other income to plan in this plan year2022-06-02140791
Plan net income in this plan year2022-06-02112747
Net assets as of the end of the plan year2022-06-021478330
Net assets as of the beginning of the plan year2022-06-021365583
Employer contributions to plan in this plan year2022-06-020
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-028917
2011 : ASSOCIATED MUSICIANS OF GREATER NEW YORK 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$72
Expenses. Total of all expenses incurred2011-12-31$49,949
Benefits paid (including direct rollovers)2011-12-31$49,889
Total plan assets at end of year2011-12-31$62,332
Total plan assets at beginning of year2011-12-31$112,209
Total contributions received or receivable from participants2011-12-31$122
Expenses. Other expenses not covered elsewhere2011-12-31$60
Other income received2011-12-31$-50
Net income (gross income less expenses)2011-12-31$-49,877
Net plan assets at end of year (total assets less liabilities)2011-12-31$62,332
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$112,209
Assets. Value of participant loans2011-12-31$6,240
2010 : ASSOCIATED MUSICIANS OF GREATER NEW YORK 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$10,673
Expenses. Total of all expenses incurred2010-12-31$69,367
Benefits paid (including direct rollovers)2010-12-31$69,133
Total plan assets at end of year2010-12-31$235,745
Total plan assets at beginning of year2010-12-31$294,439
Total contributions received or receivable from participants2010-12-31$1,478
Expenses. Other expenses not covered elsewhere2010-12-31$234
Other income received2010-12-31$9,195
Net income (gross income less expenses)2010-12-31$-58,694
Net plan assets at end of year (total assets less liabilities)2010-12-31$235,745
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$294,439
Assets. Value of participant loans2010-12-31$8,339

Form 5500 Responses for ASSOCIATED MUSICIANS OF GREATER NEW YORK 401(K) PLAN

2011: ASSOCIATED MUSICIANS OF GREATER NEW YORK 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: ASSOCIATED MUSICIANS OF GREATER NEW YORK 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: ASSOCIATED MUSICIANS OF GREATER NEW YORK 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
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

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number
Policy instance 1
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number
Policy instance 1

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