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ALEXANDER S. ONASSIS PUBLIC BENEFIT FOUNDATION USA, INC. 401(K) RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameALEXANDER S. ONASSIS PUBLIC BENEFIT FOUNDATION USA, INC. 401(K) RETIREMENT PLAN & TRUST
Plan identification number 001

ALEXANDER S. ONASSIS PUBLIC BENEFIT FOUNDATION USA, INC. 401(K) RETIREMENT PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

ALEXANDER S. ONASSIS PUBLIC BENEFIT FOUNDATION USA, INC. has sponsored the creation of one or more 401k plans.

Company Name:ALEXANDER S. ONASSIS PUBLIC BENEFIT FOUNDATION USA, INC.
Employer identification number (EIN):134037172
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALEXANDER S. ONASSIS PUBLIC BENEFIT FOUNDATION USA, INC. 401(K) RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CLARE NELSON2024-05-30
0012022-01-01CLARE NELSON2023-05-30
0012021-01-01CLARE NELSON2022-06-10
0012020-01-01CLARE NELSON2021-05-11
0012019-01-01CLARE NELSON2020-05-18
0012018-01-01CLARE NELSON2019-05-10
0012017-01-01AMALIA COSMETATOU2018-05-29
0012016-01-01AMALIA COSMETATOU2017-07-14
0012015-01-01AMALIA COSMETATOU2016-04-15
0012014-01-01AMALIA COSMETATOU2015-04-23
0012013-01-01LOUCAS TSILAS2014-05-30
0012012-01-01LOUCAS TSILAS2013-05-02
0012011-01-01LOUCAS TSILAS2012-07-12
0012010-01-01LOUCAS TSILAS2011-06-22
0012009-01-01LOUCAS TSILAS

Financial Data on ALEXANDER S. ONASSIS PUBLIC BENEFIT FOUNDATION USA, INC. 401(K) RETIREMENT PLAN & TRUST

Measure Date Value
2025 : ALEXANDER S. ONASSIS PUBLIC BENEFIT FOUNDATION USA, INC. 401(K) RETIREMENT PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-220
Total liabilities as of the end of the plan year2025-05-220
Total liabilities as of the beginning of the plan year2025-05-220
Total expenses incurred by plan in this plan year2025-05-22200601
Net assets as of the end of the plan year2025-05-22505841
Total assets as of the beginning of the plan year2025-05-22604201
Value of plan covered by a fidelity bond2025-05-2260500
Participant contributions to plan in this plan year2025-05-220
Other expenses paid from plan in this plan year2025-05-220
Other contributions to plan in this plan year2025-05-220
Other income to plan in this plan year2025-05-2261210
Plan net income in this plan year2025-05-22-98360
Net assets as of the end of the plan year2025-05-22505841
Net assets as of the beginning of the plan year2025-05-22604201
Employer contributions to plan in this plan year2025-05-2241031
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-22175
2024 : ALEXANDER S. ONASSIS PUBLIC BENEFIT FOUNDATION USA, INC. 401(K) RETIREMENT PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-300
Total liabilities as of the end of the plan year2024-05-300
Total liabilities as of the beginning of the plan year2024-05-300
Total expenses incurred by plan in this plan year2024-05-30176255
Net assets as of the end of the plan year2024-05-30604201
Total assets as of the beginning of the plan year2024-05-30664305
Value of plan covered by a fidelity bond2024-05-3066500
Participant contributions to plan in this plan year2024-05-300
Other expenses paid from plan in this plan year2024-05-300
Other contributions to plan in this plan year2024-05-300
Other income to plan in this plan year2024-05-3083150
Plan net income in this plan year2024-05-30-60104
Net assets as of the end of the plan year2024-05-30604201
Net assets as of the beginning of the plan year2024-05-30664305
Employer contributions to plan in this plan year2024-05-3033001
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-30100
2022 : ALEXANDER S. ONASSIS PUBLIC BENEFIT FOUNDATION USA, INC. 401(K) RETIREMENT PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-100
Total liabilities as of the end of the plan year2022-06-100
Total liabilities as of the beginning of the plan year2022-06-100
Total expenses incurred by plan in this plan year2022-06-100
Net assets as of the end of the plan year2022-06-10974393
Total assets as of the beginning of the plan year2022-06-10773139
Value of plan covered by a fidelity bond2022-06-1077400
Participant contributions to plan in this plan year2022-06-1027750
Other expenses paid from plan in this plan year2022-06-100
Other contributions to plan in this plan year2022-06-100
Other income to plan in this plan year2022-06-10109999
Plan net income in this plan year2022-06-10201254
Net assets as of the end of the plan year2022-06-10974393
Net assets as of the beginning of the plan year2022-06-10773139
Employer contributions to plan in this plan year2022-06-1063505
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-100
2009 : ALEXANDER S. ONASSIS PUBLIC BENEFIT FOUNDATION USA, INC. 401(K) RETIREMENT PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ALEXANDER S. ONASSIS PUBLIC BENEFIT FOUNDATION USA, INC. 401(K) RETIREMENT PLAN & TRUST

2009: ALEXANDER S. ONASSIS PUBLIC BENEFIT FOUNDATION USA, INC. 401(K) RETIREMENT PLAN & TRUST 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

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