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CHILDREN'S MUSEUM OF PITTSBURGH 403(B) PLAN 401k Plan overview

Plan NameCHILDREN'S MUSEUM OF PITTSBURGH 403(B) PLAN
Plan identification number 001

CHILDREN'S MUSEUM OF PITTSBURGH 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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

CHILDREN'S MUSEUM OF PITTSBURGH has sponsored the creation of one or more 401k plans.

Company Name:CHILDREN'S MUSEUM OF PITTSBURGH
Employer identification number (EIN):251379704
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHILDREN'S MUSEUM OF PITTSBURGH 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01CHRISTINE KOEBLEY2023-05-10
0012021-01-01CHRISTINE KOEBLEY2022-05-04
0012020-01-01CHRISTINE KOEBLEY2021-10-14 CHRISTINE KOEBLEY2021-10-14
0012019-01-01CHRISTINE KOEBLEY2020-10-14 CHRISTINE KOEBLEY2020-10-14
0012018-01-01CHRISTINE KOEBLEY2019-10-11 CHRISTINE KOEBLEY2019-10-11
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01REBECCA MCNEIL2013-10-07 REBECCA MCNEIL2013-10-07
0012011-01-01REBECCA MCNEIL2012-10-15 REBECCA MCNEIL2012-10-15
0012010-01-01REBECCA MCNEIL2011-07-26 REBECCA MCNEIL2011-07-26

Plan Statistics for CHILDREN'S MUSEUM OF PITTSBURGH 403(B) PLAN

401k plan membership statisitcs for CHILDREN'S MUSEUM OF PITTSBURGH 403(B) PLAN

Measure Date Value
2020: CHILDREN'S MUSEUM OF PITTSBURGH 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01184
Total number of active participants reported on line 7a of the Form 55002020-01-0147
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0131
Total of all active and inactive participants2020-01-0178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0178
Number of participants with account balances2020-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: CHILDREN'S MUSEUM OF PITTSBURGH 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01118
Total number of active participants reported on line 7a of the Form 55002019-01-01148
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0117
Total of all active and inactive participants2019-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01165
Number of participants with account balances2019-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CHILDREN'S MUSEUM OF PITTSBURGH 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01125
Total number of active participants reported on line 7a of the Form 55002018-01-01108
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-019
Total of all active and inactive participants2018-01-01117
Total participants2018-01-01117
Number of participants with account balances2018-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011

Financial Data on CHILDREN'S MUSEUM OF PITTSBURGH 403(B) PLAN

Measure Date Value
2020 : CHILDREN'S MUSEUM OF PITTSBURGH 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$522,154
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$214,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$192,914
Expenses. Certain deemed distributions of participant loans2020-12-31$1,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$227,917
Value of total assets at end of year2020-12-31$2,407,974
Value of total assets at beginning of year2020-12-31$2,100,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$19,950
Total interest from all sources2020-12-31$35
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$140,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$164,550
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$1,357
Participant contributions at end of year2020-12-31$6,291
Participant contributions at beginning of year2020-12-31$7,128
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$307,898
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,407,974
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,100,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$19,950
Value of interest in pooled separate accounts at end of year2020-12-31$2,333,232
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,058,801
Income. Interest from loans (other than to participants)2020-12-31$35
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$65,853
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$29,702
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$294,202
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$63,367
Employer contributions (assets) at end of year2020-12-31$2,598
Employer contributions (assets) at beginning of year2020-12-31$3,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$192,914
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SCHNEIDER DOWNS & CO. INC.
Accountancy firm EIN2020-12-31251408703
2019 : CHILDREN'S MUSEUM OF PITTSBURGH 403(B) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$656,721
Total of all expenses incurred2019-12-31$61,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$50,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$317,286
Value of total assets at end of year2019-12-31$2,100,076
Value of total assets at beginning of year2019-12-31$1,504,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,232
Total interest from all sources2019-12-31$111
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$140,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$200,980
Participant contributions at end of year2019-12-31$1,357
Participant contributions at beginning of year2019-12-31$4,843
Participant contributions at end of year2019-12-31$7,128
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$32,990
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$595,275
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,100,076
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,504,801
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$11,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$2,058,801
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,499,958
Interest on participant loans2019-12-31$111
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$29,702
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$339,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$83,316
Employer contributions (assets) at end of year2019-12-31$3,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$50,214
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SCHNEIDER DOWNS & CO. INC.
Accountancy firm EIN2019-12-31251408703
2018 : CHILDREN'S MUSEUM OF PITTSBURGH 403(B) PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$0
Total income from all sources (including contributions)2018-12-31$158,538
Total of all expenses incurred2018-12-31$7,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$264,037
Value of total assets at end of year2018-12-31$1,504,801
Value of total assets at beginning of year2018-12-31$1,353,614
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$140,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$176,801
Participant contributions at end of year2018-12-31$4,843
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$14,526
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$151,187
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,504,801
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,353,614
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$0
Value of interest in pooled separate accounts at end of year2018-12-31$1,499,958
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,353,614
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-105,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$72,710
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,351
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SCHNEIDER DOWNS & CO. INC.
Accountancy firm EIN2018-12-31251408703

Form 5500 Responses for CHILDREN'S MUSEUM OF PITTSBURGH 403(B) PLAN

2020: CHILDREN'S MUSEUM OF PITTSBURGH 403(B) 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CHILDREN'S MUSEUM OF PITTSBURGH 403(B) 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CHILDREN'S MUSEUM OF PITTSBURGH 403(B) 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number505356-01
Policy instance 1
Insurance contract or identification number505356-01
Number of Individuals Covered66
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number505356-01
Policy instance 2
Insurance contract or identification number505356-01
Number of Individuals Covered4
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0

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