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RAMSEY COUNTY HISTORICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameRAMSEY COUNTY HISTORICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

RAMSEY COUNTY HISTORICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined 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.
  • 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

RAMSEY COUNTY HISTORICAL SOCIETY has sponsored the creation of one or more 401k plans.

Company Name:RAMSEY COUNTY HISTORICAL SOCIETY
Employer identification number (EIN):416009039
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RAMSEY COUNTY HISTORICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CHAD ROBERTS2024-10-14 CHAD ROBERTS2024-10-14
0012022-01-01CHAD ROBERTS2023-10-04 CHAD ROBERTS2023-10-04
0012021-01-01CHAD ROBERTS2022-07-20 CHAD ROBERTS2022-07-20
0012020-01-01CHAD ROBERTS2021-07-21
0012019-01-01CHAD ROBERTS2020-07-28 CHAD ROBERTS2020-07-28
0012018-01-01CHAD ROBERTS2019-07-23 CHAD ROBERTS2019-07-23
0012017-01-01CHAD ROBERTS2018-10-10 CHAD ROBERTS2018-10-10
0012016-01-01CHAD ROBERTS2017-08-23
0012016-01-01CHAD ROBERTS2017-08-10
0012015-01-01CHAD ROBERTS2016-05-11
0012014-01-01CHAD ROBERTS2015-09-08
0012013-01-01JOHN TORVIK2014-07-11
0012012-01-01JOHN TORVIK2013-10-01
0012011-01-01JULIAN WICK2012-07-20
0012010-01-01JULIAN WICK2011-10-17

Financial Data on RAMSEY COUNTY HISTORICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2025 : RAMSEY COUNTY HISTORICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-100
Total liabilities as of the end of the plan year2025-10-100
Total liabilities as of the beginning of the plan year2025-10-100
Total expenses incurred by plan in this plan year2025-10-1047173
Net assets as of the end of the plan year2025-10-10850922
Total assets as of the beginning of the plan year2025-10-10699689
Value of plan covered by a fidelity bond2025-10-10100000
Participant contributions to plan in this plan year2025-10-1037815
Other expenses paid from plan in this plan year2025-10-100
Other contributions to plan in this plan year2025-10-100
Other income to plan in this plan year2025-10-10142008
Plan net income in this plan year2025-10-10151233
Net assets as of the end of the plan year2025-10-10850922
Net assets as of the beginning of the plan year2025-10-10699689
Employer contributions to plan in this plan year2025-10-1018583
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-100
2024 : RAMSEY COUNTY HISTORICAL SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-141852
Net assets as of the end of the plan year2024-10-14699689
Total assets as of the beginning of the plan year2024-10-14510990
Value of plan covered by a fidelity bond2024-10-14100000
Participant contributions to plan in this plan year2024-10-1438898
Other income to plan in this plan year2024-10-14130783
Plan net income in this plan year2024-10-14188699
Net assets as of the end of the plan year2024-10-14699689
Net assets as of the beginning of the plan year2024-10-14510990
Employer contributions to plan in this plan year2024-10-1420870

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