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CANTON SYMPHONY ORCHESTRA ASSOCIATION 403(B)(7) PLAN 401k Plan overview

Plan NameCANTON SYMPHONY ORCHESTRA ASSOCIATION 403(B)(7) PLAN
Plan identification number 001

CANTON SYMPHONY ORCHESTRA ASSOCIATION 403(B)(7) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

CANTON SYMPHONY ORCHESTRA ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:CANTON SYMPHONY ORCHESTRA ASSOCIATION
Employer identification number (EIN):346533119
NAIC Classification:711100
NAIC Description: Performing Arts Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CANTON SYMPHONY ORCHESTRA ASSOCIATION 403(B)(7) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01RACHEL HAGEMEIER2024-09-25 RACHEL HAGEMEIER2024-09-25
0012022-01-01RACHEL HAGEMEIER2023-10-11 RACHEL HAGEMEIER2023-10-11
0012021-01-01MICHELLE CHARLES2022-09-07
0012020-01-01MICHELLE CHARLES2021-09-23 MICHELLE CHARLES2021-09-23
0012019-01-01MICHELLE MULLALY2020-07-27 MICHELLE MULLALY2020-07-27
0012018-01-01MICHELLE MULLALY2019-03-01 MICHELLE MULLALY2019-03-01
0012017-01-01MICHELLE MULLALY2019-03-14 MICHELLE MULLALY2019-03-14
0012015-01-01JEANETTE LEE2016-04-29
0012014-01-01JEANETTE LEE2015-08-05
0012013-01-01JEANETTE LEE2014-07-30
0012012-01-01JEANETTE LEE2013-07-01
0012011-01-01JEANETTE LEE2012-07-19
0012010-01-01JEANETTE LEE2012-07-19

Plan Statistics for CANTON SYMPHONY ORCHESTRA ASSOCIATION 403(B)(7) PLAN

401k plan membership statisitcs for CANTON SYMPHONY ORCHESTRA ASSOCIATION 403(B)(7) PLAN

Measure Date Value
2025: CANTON SYMPHONY ORCHESTRA ASSOCIATION 403(B)(7) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-0910
Total number of particpants at end of year2025-07-0911
Number of Participants With Account Balances2025-07-0911
2024: CANTON SYMPHONY ORCHESTRA ASSOCIATION 403(B)(7) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-257
Total number of particpants at end of year2024-09-2510
Number of Participants With Account Balances2024-09-2510

Financial Data on CANTON SYMPHONY ORCHESTRA ASSOCIATION 403(B)(7) PLAN

Measure Date Value
2025 : CANTON SYMPHONY ORCHESTRA ASSOCIATION 403(B)(7) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-090
Total expenses incurred by plan in this plan year2025-07-09605
Net assets as of the end of the plan year2025-07-09786674
Total assets as of the beginning of the plan year2025-07-09665969
Value of plan covered by a fidelity bond2025-07-09200000
Participant contributions to plan in this plan year2025-07-0916203
Other expenses paid from plan in this plan year2025-07-090
Other contributions to plan in this plan year2025-07-090
Other income to plan in this plan year2025-07-09101997
Plan net income in this plan year2025-07-09120705
Net assets as of the end of the plan year2025-07-09786674
Net assets as of the beginning of the plan year2025-07-09665969
Employer contributions to plan in this plan year2025-07-093110
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-09605
2024 : CANTON SYMPHONY ORCHESTRA ASSOCIATION 403(B)(7) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-250
Total expenses incurred by plan in this plan year2024-09-25520
Net assets as of the end of the plan year2024-09-25665969
Total assets as of the beginning of the plan year2024-09-25535574
Value of plan covered by a fidelity bond2024-09-25200000
Participant contributions to plan in this plan year2024-09-2516849
Other expenses paid from plan in this plan year2024-09-250
Other contributions to plan in this plan year2024-09-250
Other income to plan in this plan year2024-09-25111431
Plan net income in this plan year2024-09-25130395
Net assets as of the end of the plan year2024-09-25665969
Net assets as of the beginning of the plan year2024-09-25535574
Employer contributions to plan in this plan year2024-09-252635
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-25520

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