401k Plan data: LEO BAECK INSTITUTE plan

LEO BAECK INSTITUTE 401k Plan overview

Plan Name	LEO BAECK INSTITUTE
Plan identification number	001

LEO BAECK INSTITUTE Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	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.

401k Sponsoring company profile

LEO BAECK INSTITUTE has sponsored the creation of one or more 401k plans.

Company Name: LEO BAECK INSTITUTE

Employer identification number (EIN): 135659965

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEO BAECK INSTITUTE

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 SALLY CARROLL 2022-07-12 SALLY CARROLL 2022-07-12
001 2020-01-01 RIO DANIEL 2021-07-29
001 2019-01-01 RIO DANIEL 2020-07-28
001 2018-01-01 RACHEL E. GOLDWAG 2019-07-23 RACHEL E. GOLDWAG 2019-07-23
001 2017-01-01 RACHEL E. GOLDWAG 2018-07-17 RACHEL E. GOLDWAG 2018-07-17
001 2016-01-01 RACHEL E. GOLDWAG 2017-12-05
001 2016-01-01 RACHEL E. GOLDWAG 2017-12-14 RACHEL E. GOLDWAG 2017-12-14
001 2015-01-01 ELAINE VALBY 2016-07-12 ELAINE VALBY 2016-07-12
001 2014-01-01 ELAINE VALBY 2015-07-21 ELAINE VALBY 2015-07-21
001 2013-01-01 ELAINE VALBY 2014-07-21 ELAINE VALBY 2014-07-21

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01	SALLY CARROLL	2022-07-12	SALLY CARROLL	2022-07-12
001	2020-01-01	RIO DANIEL	2021-07-29
001	2019-01-01	RIO DANIEL	2020-07-28
001	2018-01-01	RACHEL E. GOLDWAG	2019-07-23	RACHEL E. GOLDWAG	2019-07-23
001	2017-01-01	RACHEL E. GOLDWAG	2018-07-17	RACHEL E. GOLDWAG	2018-07-17
001	2016-01-01	RACHEL E. GOLDWAG	2017-12-05
001	2016-01-01	RACHEL E. GOLDWAG	2017-12-14	RACHEL E. GOLDWAG	2017-12-14
001	2015-01-01	ELAINE VALBY	2016-07-12	ELAINE VALBY	2016-07-12
001	2014-01-01	ELAINE VALBY	2015-07-21	ELAINE VALBY	2015-07-21
001	2013-01-01	ELAINE VALBY	2014-07-21	ELAINE VALBY	2014-07-21

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Company Name:	LEO BAECK INSTITUTE
Employer identification number (EIN):	135659965
NAIC Classification:	712100
NAIC Description:	Museums, Historical Sites, and Similar Institutions