401k Plan data: MILWAUKEE SYMPHONY ORCHESTRA INC EMPLOYEES RETIREMENT PLAN plan

MILWAUKEE SYMPHONY ORCHESTRA INC EMPLOYEES RETIREMENT PLAN 401k Plan overview

Plan Name	MILWAUKEE SYMPHONY ORCHESTRA INC EMPLOYEES RETIREMENT PLAN
Plan identification number	001

MILWAUKEE SYMPHONY ORCHESTRA INC EMPLOYEES RETIREMENT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

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

Company Name: MILWAUKEE SYMPHONY ORCHESTRA

Employer identification number (EIN): 396023436

NAIC Classification: 711100
NAIC Description: Performing Arts Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MILWAUKEE SYMPHONY ORCHESTRA INC EMPLOYEES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-09-01 CYNTHIA MOORE 2023-06-14
001 2020-09-01 CYNTHIA MOORE 2022-06-15
001 2019-09-01 CYNTHIA MOORE 2021-06-15
001 2019-09-01 CYNTHIA MOORE 2021-07-27
001 2018-09-01 CATHERINE KIEKHOFER 2020-06-14 CATHERINE KIEKHOFER 2020-06-14
001 2017-09-01 CATHERINE KIEKHOFER 2019-06-11 CATHERINE KIEKHOFER 2019-06-11
001 2016-09-01 CATHERINE KIEKHOFER 2018-06-08 CATHERINE KIEKHOFER 2018-06-08
001 2015-09-01 CATHERINE KIEKHOFER 2017-06-01 CATHERINE KIEKHOFER 2017-06-01
001 2014-09-01 CATHERINE KIEKHOFER 2016-06-08 CATHERINE KIEKHOFER 2016-06-08
001 2013-09-01 CATHERINE KIEKHOFER 2015-06-08 CATHERINE KIEKHOFER 2015-06-08
001 2012-09-01 CATHERINE KIEKHOFER 2014-06-06 CATHERINE KIEKHOFER 2014-06-06
001 2011-09-01 CATHERINE KIEKHOFER 2013-05-31 CATHERINE KIEKHOFER 2013-05-31
001 2010-09-01 CARRIE PITZEN 2012-06-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-09-01	CYNTHIA MOORE	2023-06-14
001	2020-09-01	CYNTHIA MOORE	2022-06-15
001	2019-09-01	CYNTHIA MOORE	2021-06-15
001	2019-09-01	CYNTHIA MOORE	2021-07-27
001	2018-09-01	CATHERINE KIEKHOFER	2020-06-14	CATHERINE KIEKHOFER	2020-06-14
001	2017-09-01	CATHERINE KIEKHOFER	2019-06-11	CATHERINE KIEKHOFER	2019-06-11
001	2016-09-01	CATHERINE KIEKHOFER	2018-06-08	CATHERINE KIEKHOFER	2018-06-08
001	2015-09-01	CATHERINE KIEKHOFER	2017-06-01	CATHERINE KIEKHOFER	2017-06-01
001	2014-09-01	CATHERINE KIEKHOFER	2016-06-08	CATHERINE KIEKHOFER	2016-06-08
001	2013-09-01	CATHERINE KIEKHOFER	2015-06-08	CATHERINE KIEKHOFER	2015-06-08
001	2012-09-01	CATHERINE KIEKHOFER	2014-06-06	CATHERINE KIEKHOFER	2014-06-06
001	2011-09-01	CATHERINE KIEKHOFER	2013-05-31	CATHERINE KIEKHOFER	2013-05-31
001	2010-09-01	CARRIE PITZEN	2012-06-15

Plan Statistics for MILWAUKEE SYMPHONY ORCHESTRA INC EMPLOYEES RETIREMENT PLAN

401k plan membership statisitcs for MILWAUKEE SYMPHONY ORCHESTRA INC EMPLOYEES RETIREMENT PLAN

Measure Date Value
2022: MILWAUKEE SYMPHONY ORCHESTRA INC EMPLOYEES RETIREMENT PLAN 2022 401k membership
Market value of plan assets 2022-08-31 8,778,556
Acturial value of plan assets 2022-08-31 7,900,701
Funding target for retired participants and beneficiaries receiving payment 2022-08-31 8,020,413
Number of terminated vested participants 2022-08-31 9
Fundng target for terminated vested participants 2022-08-31 260,653
Active participant vested funding target 2022-08-31 679,553
Number of active participants 2022-08-31 10
Total funding liabilities for active participants 2022-08-31 679,553
Total participant count 2022-08-31 96
Total funding target for all participants 2022-08-31 8,960,619
Balance at beginning of prior year after applicable adjustments 2022-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-08-31 7,756
Carryover balanced portion elected for use to offset prior years funding requirement 2022-08-31 0
Prefunding balanced used to offset prior years funding requirement 2022-08-31 0
Amount remaining of carryover balance 2022-08-31 0
Amount remaining of prefunding balance 2022-08-31 7,756
Present value of excess contributions 2022-08-31 24
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-08-31 25
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-08-31 25
Reductions in caryover balances due to elections or deemed elections 2022-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-08-31 0
Balance of carryovers at beginning of current year 2022-08-31 0
Balance of prefunding at beginning of current year 2022-08-31 9,663
Total employer contributions 2022-08-31 233,085
Total employee contributions 2022-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-08-31 224,249
Liquidity shortfalls end of Q1 2022-08-31 0
Liquidity shortfalls end of Q2 2022-08-31 0
Liquidity shortfalls end of Q3 2022-08-31 0
Liquidity shortfalls end of Q4 2022-08-31 0
Unpaid minimum required contributions for all prior years 2022-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-08-31 0
Remaining amount of unpaid minimum required contributions 2022-08-31 0
Minimum required contributions for current year target normal cost 2022-08-31 119,256
Net shortfall amortization installment of oustanding balance 2022-08-31 1,069,581
Waiver amortization installment 2022-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-08-31 233,537
Carryover balance elected to use to offset funding requirement 2022-08-31 0
Prefunding balance elected to use to offset funding requirement 2022-08-31 9,307
Additional cash requirement 2022-08-31 224,230
Contributions allocatedtoward minimum required contributions for current year 2022-08-31 224,249
Unpaid minimum required contributions for current year 2022-08-31 0
Unpaid minimum required contributions for all years 2022-08-31 0
2021: MILWAUKEE SYMPHONY ORCHESTRA INC EMPLOYEES RETIREMENT PLAN 2021 401k membership
Market value of plan assets 2021-08-31 7,681,611
Acturial value of plan assets 2021-08-31 7,616,634
Funding target for retired participants and beneficiaries receiving payment 2021-08-31 7,983,476
Number of terminated vested participants 2021-08-31 10
Fundng target for terminated vested participants 2021-08-31 371,939
Active participant vested funding target 2021-08-31 772,144
Number of active participants 2021-08-31 11
Total funding liabilities for active participants 2021-08-31 772,144
Total participant count 2021-08-31 96
Total funding target for all participants 2021-08-31 9,127,559
Balance at beginning of prior year after applicable adjustments 2021-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-08-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-08-31 0
Prefunding balanced used to offset prior years funding requirement 2021-08-31 0
Amount remaining of carryover balance 2021-08-31 0
Amount remaining of prefunding balance 2021-08-31 0
Present value of excess contributions 2021-08-31 7,366
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-08-31 7,756
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-08-31 7,756
Reductions in caryover balances due to elections or deemed elections 2021-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-08-31 0
Balance of carryovers at beginning of current year 2021-08-31 0
Balance of prefunding at beginning of current year 2021-08-31 7,756
Total employer contributions 2021-08-31 256,338
Total employee contributions 2021-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-08-31 248,440
Liquidity shortfalls end of Q1 2021-08-31 0
Liquidity shortfalls end of Q2 2021-08-31 0
Liquidity shortfalls end of Q3 2021-08-31 0
Liquidity shortfalls end of Q4 2021-08-31 0
Unpaid minimum required contributions for all prior years 2021-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-08-31 0
Remaining amount of unpaid minimum required contributions 2021-08-31 0
Minimum required contributions for current year target normal cost 2021-08-31 98,494
Net shortfall amortization installment of oustanding balance 2021-08-31 1,518,681
Waiver amortization installment 2021-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-08-31 248,416
Carryover balance elected to use to offset funding requirement 2021-08-31 0
Prefunding balance elected to use to offset funding requirement 2021-08-31 0
Additional cash requirement 2021-08-31 248,416
Contributions allocatedtoward minimum required contributions for current year 2021-08-31 248,440
Unpaid minimum required contributions for current year 2021-08-31 0
Unpaid minimum required contributions for all years 2021-08-31 0
2020: MILWAUKEE SYMPHONY ORCHESTRA INC EMPLOYEES RETIREMENT PLAN 2020 401k membership
Market value of plan assets 2020-08-31 7,642,482
Acturial value of plan assets 2020-08-31 7,767,449
Funding target for retired participants and beneficiaries receiving payment 2020-08-31 8,115,532
Number of terminated vested participants 2020-08-31 11
Fundng target for terminated vested participants 2020-08-31 499,681
Active participant vested funding target 2020-08-31 940,951
Number of active participants 2020-08-31 13
Total funding liabilities for active participants 2020-08-31 940,951
Total participant count 2020-08-31 96
Total funding target for all participants 2020-08-31 9,556,164
Balance at beginning of prior year after applicable adjustments 2020-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-08-31 590
Carryover balanced portion elected for use to offset prior years funding requirement 2020-08-31 0
Prefunding balanced used to offset prior years funding requirement 2020-08-31 0
Amount remaining of carryover balance 2020-08-31 0
Amount remaining of prefunding balance 2020-08-31 590
Present value of excess contributions 2020-08-31 3
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-08-31 3
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-08-31 3
Reductions in caryover balances due to elections or deemed elections 2020-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-08-31 604
Balance of carryovers at beginning of current year 2020-08-31 0
Balance of prefunding at beginning of current year 2020-08-31 0
Total employer contributions 2020-08-31 279,204
Total employee contributions 2020-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-08-31 270,089
Liquidity shortfalls end of Q1 2020-08-31 0
Liquidity shortfalls end of Q2 2020-08-31 0
Liquidity shortfalls end of Q3 2020-08-31 0
Liquidity shortfalls end of Q4 2020-08-31 0
Unpaid minimum required contributions for all prior years 2020-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-08-31 0
Remaining amount of unpaid minimum required contributions 2020-08-31 0
Minimum required contributions for current year target normal cost 2020-08-31 97,342
Net shortfall amortization installment of oustanding balance 2020-08-31 1,788,715
Waiver amortization installment 2020-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-08-31 262,723
Additional cash requirement 2020-08-31 262,723
Contributions allocatedtoward minimum required contributions for current year 2020-08-31 270,089
Unpaid minimum required contributions for current year 2020-08-31 0
Unpaid minimum required contributions for all years 2020-08-31 0
2019: MILWAUKEE SYMPHONY ORCHESTRA INC EMPLOYEES RETIREMENT PLAN 2019 401k membership
Market value of plan assets 2019-08-31 8,136,516
Acturial value of plan assets 2019-08-31 7,865,148
Funding target for retired participants and beneficiaries receiving payment 2019-08-31 7,586,939
Number of terminated vested participants 2019-08-31 12
Fundng target for terminated vested participants 2019-08-31 537,384
Active participant vested funding target 2019-08-31 1,415,327
Number of active participants 2019-08-31 17
Total funding liabilities for active participants 2019-08-31 1,415,327
Total participant count 2019-08-31 99
Total funding target for all participants 2019-08-31 9,539,650
Prefunding balance at beginning of prior year after applicable adjustments 2019-08-31 542
Amount remaining of carryover balance 2019-08-31 0
Amount remaining of prefunding balance 2019-08-31 542
Present value of excess contributions 2019-08-31 14
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-08-31 15
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-08-31 0
Reductions in caryover balances due to elections or deemed elections 2019-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-08-31 0
Balance of carryovers at beginning of current year 2019-08-31 0
Balance of prefunding at beginning of current year 2019-08-31 590
Total employer contributions 2019-08-31 290,070
Total employee contributions 2019-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-08-31 279,207
Liquidity shortfalls end of Q1 2019-08-31 0
Liquidity shortfalls end of Q2 2019-08-31 0
Liquidity shortfalls end of Q3 2019-08-31 0
Liquidity shortfalls end of Q4 2019-08-31 0
Unpaid minimum required contributions for all prior years 2019-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-08-31 0
Remaining amount of unpaid minimum required contributions 2019-08-31 0
Minimum required contributions for current year target normal cost 2019-08-31 96,836
Net shortfall amortization installment of oustanding balance 2019-08-31 1,675,092
Waiver amortization installment 2019-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-08-31 279,204
Carryover balance elected to use to offset funding requirement 2019-08-31 0
Prefunding balance elected to use to offset funding requirement 2019-08-31 0
Additional cash requirement 2019-08-31 279,204
Contributions allocatedtoward minimum required contributions for current year 2019-08-31 279,207
Unpaid minimum required contributions for current year 2019-08-31 0
Unpaid minimum required contributions for all years 2019-08-31 0
2018: MILWAUKEE SYMPHONY ORCHESTRA INC EMPLOYEES RETIREMENT PLAN 2018 401k membership
Market value of plan assets 2018-08-31 8,046,721
Acturial value of plan assets 2018-08-31 7,830,814
Funding target for retired participants and beneficiaries receiving payment 2018-08-31 7,591,048
Number of terminated vested participants 2018-08-31 15
Fundng target for terminated vested participants 2018-08-31 706,568
Active participant vested funding target 2018-08-31 1,486,979
Number of active participants 2018-08-31 18
Total funding liabilities for active participants 2018-08-31 1,486,979
Total participant count 2018-08-31 102
Total funding target for all participants 2018-08-31 9,784,595
Balance at beginning of prior year after applicable adjustments 2018-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-08-31 491
Carryover balanced portion elected for use to offset prior years funding requirement 2018-08-31 0
Prefunding balanced used to offset prior years funding requirement 2018-08-31 0
Amount remaining of carryover balance 2018-08-31 0
Amount remaining of prefunding balance 2018-08-31 491
Present value of excess contributions 2018-08-31 26
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-08-31 28
Balance of carryovers at beginning of current year 2018-08-31 0
Balance of prefunding at beginning of current year 2018-08-31 542
Total employer contributions 2018-08-31 327,061
Total employee contributions 2018-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-08-31 309,894
Liquidity shortfalls end of Q1 2018-08-31 0
Liquidity shortfalls end of Q2 2018-08-31 0
Liquidity shortfalls end of Q3 2018-08-31 0
Liquidity shortfalls end of Q4 2018-08-31 0
Unpaid minimum required contributions for all prior years 2018-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-08-31 0
Remaining amount of unpaid minimum required contributions 2018-08-31 0
Minimum required contributions for current year target normal cost 2018-08-31 98,554
Net shortfall amortization installment of oustanding balance 2018-08-31 1,954,323
Waiver amortization installment 2018-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-08-31 309,880
Additional cash requirement 2018-08-31 309,880
Contributions allocatedtoward minimum required contributions for current year 2018-08-31 309,894
Unpaid minimum required contributions for current year 2018-08-31 0
2017: MILWAUKEE SYMPHONY ORCHESTRA INC EMPLOYEES RETIREMENT PLAN 2017 401k membership
Market value of plan assets 2017-08-31 7,946,289
Acturial value of plan assets 2017-08-31 8,193,344
Funding target for retired participants and beneficiaries receiving payment 2017-08-31 7,618,116
Number of terminated vested participants 2017-08-31 15
Fundng target for terminated vested participants 2017-08-31 655,318
Active participant vested funding target 2017-08-31 1,499,321
Number of active participants 2017-08-31 20
Total funding liabilities for active participants 2017-08-31 1,499,321
Total participant count 2017-08-31 102
Total funding target for all participants 2017-08-31 9,772,755
Balance at beginning of prior year after applicable adjustments 2017-08-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-08-31 463
Carryover balanced portion elected for use to offset prior years funding requirement 2017-08-31 0
Prefunding balanced used to offset prior years funding requirement 2017-08-31 0
Amount remaining of carryover balance 2017-08-31 0
Amount remaining of prefunding balance 2017-08-31 463
Present value of excess contributions 2017-08-31 50
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-08-31 53
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-08-31 0
Reductions in caryover balances due to elections or deemed elections 2017-08-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-08-31 0
Balance of carryovers at beginning of current year 2017-08-31 0
Balance of prefunding at beginning of current year 2017-08-31 491
Total employer contributions 2017-08-31 233,277
Total employee contributions 2017-08-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-08-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-08-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-08-31 223,628
Liquidity shortfalls end of Q1 2017-08-31 0
Liquidity shortfalls end of Q2 2017-08-31 0
Liquidity shortfalls end of Q3 2017-08-31 0
Liquidity shortfalls end of Q4 2017-08-31 0
Unpaid minimum required contributions for all prior years 2017-08-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-08-31 0
Remaining amount of unpaid minimum required contributions 2017-08-31 0
Minimum required contributions for current year target normal cost 2017-08-31 81,044
Net shortfall amortization installment of oustanding balance 2017-08-31 1,579,902
Waiver amortization installment 2017-08-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-08-31 223,602
Carryover balance elected to use to offset funding requirement 2017-08-31 0
Prefunding balance elected to use to offset funding requirement 2017-08-31 0
Additional cash requirement 2017-08-31 223,602
Contributions allocatedtoward minimum required contributions for current year 2017-08-31 223,628
Unpaid minimum required contributions for current year 2017-08-31 0
Unpaid minimum required contributions for all years 2017-08-31 0

Measure	Date	Value
2022: MILWAUKEE SYMPHONY ORCHESTRA INC EMPLOYEES RETIREMENT PLAN 2022 401k membership
Market value of plan assets	2022-08-31	8,778,556
Acturial value of plan assets	2022-08-31	7,900,701
Funding target for retired participants and beneficiaries receiving payment	2022-08-31	8,020,413
Number of terminated vested participants	2022-08-31	9
Fundng target for terminated vested participants	2022-08-31	260,653
Active participant vested funding target	2022-08-31	679,553
Number of active participants	2022-08-31	10
Total funding liabilities for active participants	2022-08-31	679,553
Total participant count	2022-08-31	96
Total funding target for all participants	2022-08-31	8,960,619
Balance at beginning of prior year after applicable adjustments	2022-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-08-31	7,756
Carryover balanced portion elected for use to offset prior years funding requirement	2022-08-31	0
Prefunding balanced used to offset prior years funding requirement	2022-08-31	0
Amount remaining of carryover balance	2022-08-31	0
Amount remaining of prefunding balance	2022-08-31	7,756
Present value of excess contributions	2022-08-31	24
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-08-31	25
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-08-31	25
Reductions in caryover balances due to elections or deemed elections	2022-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-08-31	0
Balance of carryovers at beginning of current year	2022-08-31	0
Balance of prefunding at beginning of current year	2022-08-31	9,663
Total employer contributions	2022-08-31	233,085
Total employee contributions	2022-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-08-31	224,249
Liquidity shortfalls end of Q1	2022-08-31	0
Liquidity shortfalls end of Q2	2022-08-31	0
Liquidity shortfalls end of Q3	2022-08-31	0
Liquidity shortfalls end of Q4	2022-08-31	0
Unpaid minimum required contributions for all prior years	2022-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-08-31	0
Remaining amount of unpaid minimum required contributions	2022-08-31	0
Minimum required contributions for current year target normal cost	2022-08-31	119,256
Net shortfall amortization installment of oustanding balance	2022-08-31	1,069,581
Waiver amortization installment	2022-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-08-31	233,537
Carryover balance elected to use to offset funding requirement	2022-08-31	0
Prefunding balance elected to use to offset funding requirement	2022-08-31	9,307
Additional cash requirement	2022-08-31	224,230
Contributions allocatedtoward minimum required contributions for current year	2022-08-31	224,249
Unpaid minimum required contributions for current year	2022-08-31	0
Unpaid minimum required contributions for all years	2022-08-31	0
2021: MILWAUKEE SYMPHONY ORCHESTRA INC EMPLOYEES RETIREMENT PLAN 2021 401k membership
Market value of plan assets	2021-08-31	7,681,611
Acturial value of plan assets	2021-08-31	7,616,634
Funding target for retired participants and beneficiaries receiving payment	2021-08-31	7,983,476
Number of terminated vested participants	2021-08-31	10
Fundng target for terminated vested participants	2021-08-31	371,939
Active participant vested funding target	2021-08-31	772,144
Number of active participants	2021-08-31	11
Total funding liabilities for active participants	2021-08-31	772,144
Total participant count	2021-08-31	96
Total funding target for all participants	2021-08-31	9,127,559
Balance at beginning of prior year after applicable adjustments	2021-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-08-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-08-31	0
Prefunding balanced used to offset prior years funding requirement	2021-08-31	0
Amount remaining of carryover balance	2021-08-31	0
Amount remaining of prefunding balance	2021-08-31	0
Present value of excess contributions	2021-08-31	7,366
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-08-31	7,756
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-08-31	7,756
Reductions in caryover balances due to elections or deemed elections	2021-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-08-31	0
Balance of carryovers at beginning of current year	2021-08-31	0
Balance of prefunding at beginning of current year	2021-08-31	7,756
Total employer contributions	2021-08-31	256,338
Total employee contributions	2021-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-08-31	248,440
Liquidity shortfalls end of Q1	2021-08-31	0
Liquidity shortfalls end of Q2	2021-08-31	0
Liquidity shortfalls end of Q3	2021-08-31	0
Liquidity shortfalls end of Q4	2021-08-31	0
Unpaid minimum required contributions for all prior years	2021-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-08-31	0
Remaining amount of unpaid minimum required contributions	2021-08-31	0
Minimum required contributions for current year target normal cost	2021-08-31	98,494
Net shortfall amortization installment of oustanding balance	2021-08-31	1,518,681
Waiver amortization installment	2021-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-08-31	248,416
Carryover balance elected to use to offset funding requirement	2021-08-31	0
Prefunding balance elected to use to offset funding requirement	2021-08-31	0
Additional cash requirement	2021-08-31	248,416
Contributions allocatedtoward minimum required contributions for current year	2021-08-31	248,440
Unpaid minimum required contributions for current year	2021-08-31	0
Unpaid minimum required contributions for all years	2021-08-31	0
2020: MILWAUKEE SYMPHONY ORCHESTRA INC EMPLOYEES RETIREMENT PLAN 2020 401k membership
Market value of plan assets	2020-08-31	7,642,482
Acturial value of plan assets	2020-08-31	7,767,449
Funding target for retired participants and beneficiaries receiving payment	2020-08-31	8,115,532
Number of terminated vested participants	2020-08-31	11
Fundng target for terminated vested participants	2020-08-31	499,681
Active participant vested funding target	2020-08-31	940,951
Number of active participants	2020-08-31	13
Total funding liabilities for active participants	2020-08-31	940,951
Total participant count	2020-08-31	96
Total funding target for all participants	2020-08-31	9,556,164
Balance at beginning of prior year after applicable adjustments	2020-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-08-31	590
Carryover balanced portion elected for use to offset prior years funding requirement	2020-08-31	0
Prefunding balanced used to offset prior years funding requirement	2020-08-31	0
Amount remaining of carryover balance	2020-08-31	0
Amount remaining of prefunding balance	2020-08-31	590
Present value of excess contributions	2020-08-31	3
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-08-31	3
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-08-31	3
Reductions in caryover balances due to elections or deemed elections	2020-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-08-31	604
Balance of carryovers at beginning of current year	2020-08-31	0
Balance of prefunding at beginning of current year	2020-08-31	0
Total employer contributions	2020-08-31	279,204
Total employee contributions	2020-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-08-31	270,089
Liquidity shortfalls end of Q1	2020-08-31	0
Liquidity shortfalls end of Q2	2020-08-31	0
Liquidity shortfalls end of Q3	2020-08-31	0
Liquidity shortfalls end of Q4	2020-08-31	0
Unpaid minimum required contributions for all prior years	2020-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-08-31	0
Remaining amount of unpaid minimum required contributions	2020-08-31	0
Minimum required contributions for current year target normal cost	2020-08-31	97,342
Net shortfall amortization installment of oustanding balance	2020-08-31	1,788,715
Waiver amortization installment	2020-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-08-31	262,723
Additional cash requirement	2020-08-31	262,723
Contributions allocatedtoward minimum required contributions for current year	2020-08-31	270,089
Unpaid minimum required contributions for current year	2020-08-31	0
Unpaid minimum required contributions for all years	2020-08-31	0
2019: MILWAUKEE SYMPHONY ORCHESTRA INC EMPLOYEES RETIREMENT PLAN 2019 401k membership
Market value of plan assets	2019-08-31	8,136,516
Acturial value of plan assets	2019-08-31	7,865,148
Funding target for retired participants and beneficiaries receiving payment	2019-08-31	7,586,939
Number of terminated vested participants	2019-08-31	12
Fundng target for terminated vested participants	2019-08-31	537,384
Active participant vested funding target	2019-08-31	1,415,327
Number of active participants	2019-08-31	17
Total funding liabilities for active participants	2019-08-31	1,415,327
Total participant count	2019-08-31	99
Total funding target for all participants	2019-08-31	9,539,650
Prefunding balance at beginning of prior year after applicable adjustments	2019-08-31	542
Amount remaining of carryover balance	2019-08-31	0
Amount remaining of prefunding balance	2019-08-31	542
Present value of excess contributions	2019-08-31	14
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-08-31	15
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-08-31	0
Reductions in caryover balances due to elections or deemed elections	2019-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-08-31	0
Balance of carryovers at beginning of current year	2019-08-31	0
Balance of prefunding at beginning of current year	2019-08-31	590
Total employer contributions	2019-08-31	290,070
Total employee contributions	2019-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-08-31	279,207
Liquidity shortfalls end of Q1	2019-08-31	0
Liquidity shortfalls end of Q2	2019-08-31	0
Liquidity shortfalls end of Q3	2019-08-31	0
Liquidity shortfalls end of Q4	2019-08-31	0
Unpaid minimum required contributions for all prior years	2019-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-08-31	0
Remaining amount of unpaid minimum required contributions	2019-08-31	0
Minimum required contributions for current year target normal cost	2019-08-31	96,836
Net shortfall amortization installment of oustanding balance	2019-08-31	1,675,092
Waiver amortization installment	2019-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-08-31	279,204
Carryover balance elected to use to offset funding requirement	2019-08-31	0
Prefunding balance elected to use to offset funding requirement	2019-08-31	0
Additional cash requirement	2019-08-31	279,204
Contributions allocatedtoward minimum required contributions for current year	2019-08-31	279,207
Unpaid minimum required contributions for current year	2019-08-31	0
Unpaid minimum required contributions for all years	2019-08-31	0
2018: MILWAUKEE SYMPHONY ORCHESTRA INC EMPLOYEES RETIREMENT PLAN 2018 401k membership
Market value of plan assets	2018-08-31	8,046,721
Acturial value of plan assets	2018-08-31	7,830,814
Funding target for retired participants and beneficiaries receiving payment	2018-08-31	7,591,048
Number of terminated vested participants	2018-08-31	15
Fundng target for terminated vested participants	2018-08-31	706,568
Active participant vested funding target	2018-08-31	1,486,979
Number of active participants	2018-08-31	18
Total funding liabilities for active participants	2018-08-31	1,486,979
Total participant count	2018-08-31	102
Total funding target for all participants	2018-08-31	9,784,595
Balance at beginning of prior year after applicable adjustments	2018-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-08-31	491
Carryover balanced portion elected for use to offset prior years funding requirement	2018-08-31	0
Prefunding balanced used to offset prior years funding requirement	2018-08-31	0
Amount remaining of carryover balance	2018-08-31	0
Amount remaining of prefunding balance	2018-08-31	491
Present value of excess contributions	2018-08-31	26
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-08-31	28
Balance of carryovers at beginning of current year	2018-08-31	0
Balance of prefunding at beginning of current year	2018-08-31	542
Total employer contributions	2018-08-31	327,061
Total employee contributions	2018-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-08-31	309,894
Liquidity shortfalls end of Q1	2018-08-31	0
Liquidity shortfalls end of Q2	2018-08-31	0
Liquidity shortfalls end of Q3	2018-08-31	0
Liquidity shortfalls end of Q4	2018-08-31	0
Unpaid minimum required contributions for all prior years	2018-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-08-31	0
Remaining amount of unpaid minimum required contributions	2018-08-31	0
Minimum required contributions for current year target normal cost	2018-08-31	98,554
Net shortfall amortization installment of oustanding balance	2018-08-31	1,954,323
Waiver amortization installment	2018-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-08-31	309,880
Additional cash requirement	2018-08-31	309,880
Contributions allocatedtoward minimum required contributions for current year	2018-08-31	309,894
Unpaid minimum required contributions for current year	2018-08-31	0
2017: MILWAUKEE SYMPHONY ORCHESTRA INC EMPLOYEES RETIREMENT PLAN 2017 401k membership
Market value of plan assets	2017-08-31	7,946,289
Acturial value of plan assets	2017-08-31	8,193,344
Funding target for retired participants and beneficiaries receiving payment	2017-08-31	7,618,116
Number of terminated vested participants	2017-08-31	15
Fundng target for terminated vested participants	2017-08-31	655,318
Active participant vested funding target	2017-08-31	1,499,321
Number of active participants	2017-08-31	20
Total funding liabilities for active participants	2017-08-31	1,499,321
Total participant count	2017-08-31	102
Total funding target for all participants	2017-08-31	9,772,755
Balance at beginning of prior year after applicable adjustments	2017-08-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-08-31	463
Carryover balanced portion elected for use to offset prior years funding requirement	2017-08-31	0
Prefunding balanced used to offset prior years funding requirement	2017-08-31	0
Amount remaining of carryover balance	2017-08-31	0
Amount remaining of prefunding balance	2017-08-31	463
Present value of excess contributions	2017-08-31	50
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-08-31	53
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-08-31	0
Reductions in caryover balances due to elections or deemed elections	2017-08-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-08-31	0
Balance of carryovers at beginning of current year	2017-08-31	0
Balance of prefunding at beginning of current year	2017-08-31	491
Total employer contributions	2017-08-31	233,277
Total employee contributions	2017-08-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-08-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-08-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-08-31	223,628
Liquidity shortfalls end of Q1	2017-08-31	0
Liquidity shortfalls end of Q2	2017-08-31	0
Liquidity shortfalls end of Q3	2017-08-31	0
Liquidity shortfalls end of Q4	2017-08-31	0
Unpaid minimum required contributions for all prior years	2017-08-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-08-31	0
Remaining amount of unpaid minimum required contributions	2017-08-31	0
Minimum required contributions for current year target normal cost	2017-08-31	81,044
Net shortfall amortization installment of oustanding balance	2017-08-31	1,579,902
Waiver amortization installment	2017-08-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-08-31	223,602
Carryover balance elected to use to offset funding requirement	2017-08-31	0
Prefunding balance elected to use to offset funding requirement	2017-08-31	0
Additional cash requirement	2017-08-31	223,602
Contributions allocatedtoward minimum required contributions for current year	2017-08-31	223,628
Unpaid minimum required contributions for current year	2017-08-31	0
Unpaid minimum required contributions for all years	2017-08-31	0

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Company Name:	MILWAUKEE SYMPHONY ORCHESTRA
Employer identification number (EIN):	396023436
NAIC Classification:	711100
NAIC Description:	Performing Arts Companies