401k Plan data: SEATTLE SYMPHONY ADMINISTRATIVE STAFF PENSION PLAN plan

SEATTLE SYMPHONY ADMINISTRATIVE STAFF PENSION PLAN 401k Plan overview

Plan Name	SEATTLE SYMPHONY ADMINISTRATIVE STAFF PENSION PLAN
Plan identification number	002

SEATTLE SYMPHONY ADMINISTRATIVE STAFF PENSION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

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

Company Name: SEATTLE SYMPHONY

Employer identification number (EIN): 910667412

NAIC Classification: 711100
NAIC Description: Performing Arts Companies

Additional information about SEATTLE SYMPHONY

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 1927-09-19

Company Identification Number: 178008840

Legal Registered Office Address: 200 UNIVERSITY ST

SEATTLE
United States of America (USA)
981013428

More information about SEATTLE SYMPHONY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SEATTLE SYMPHONY ADMINISTRATIVE STAFF PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-07-01
002 2020-07-01 CHERONNE WONG 2022-01-11 CHERONNE WONG 2022-01-11
002 2019-07-01 CHERONNE WONG 2021-04-14
002 2018-07-01 CHERONNE WONG 2020-07-13
002 2017-07-01 CHERONNE WONG 2019-04-12
002 2016-07-01 DAVID NEVENS 2018-02-20 DAVID NEVENS 2018-02-20
002 2015-07-01 DAVID NEVENS 2017-04-10 DAVID NEVENS 2017-04-10
002 2014-07-01 DAVID NEVENS 2016-04-13 DAVID NEVENS 2016-04-13
002 2014-07-01 DAVID NEVENS 2016-04-13 DAVID NEVENS 2016-04-13
002 2013-07-01 DAVID NEVENS 2015-04-09 DAVID NEVENS 2015-04-09
002 2012-07-01 DAVID NEVENS
002 2011-07-01 MAUREEN CAMPBELL MELVILLE MAUREEN CAMPBELL MELVILLE 2013-04-12
002 2010-07-01 MAUREEN CAMPBELL MELVILLE MAUREEN CAMPBELL MELVILLE 2012-04-17
002 2009-07-01 MAUREEN MELVILLE MAUREEN MELVILLE 2011-04-15
002 2009-07-01 MAUREEN MELVILLE MAUREEN MELVILLE 2011-04-15
002 2008-07-01 MAUREEN MELVILLE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-07-01
002	2020-07-01	CHERONNE WONG	2022-01-11	CHERONNE WONG	2022-01-11
002	2019-07-01	CHERONNE WONG	2021-04-14
002	2018-07-01	CHERONNE WONG	2020-07-13
002	2017-07-01	CHERONNE WONG	2019-04-12
002	2016-07-01	DAVID NEVENS	2018-02-20	DAVID NEVENS	2018-02-20
002	2015-07-01	DAVID NEVENS	2017-04-10	DAVID NEVENS	2017-04-10
002	2014-07-01	DAVID NEVENS	2016-04-13	DAVID NEVENS	2016-04-13
002	2014-07-01	DAVID NEVENS	2016-04-13	DAVID NEVENS	2016-04-13
002	2013-07-01	DAVID NEVENS	2015-04-09	DAVID NEVENS	2015-04-09
002	2012-07-01	DAVID NEVENS
002	2011-07-01	MAUREEN CAMPBELL MELVILLE		MAUREEN CAMPBELL MELVILLE	2013-04-12
002	2010-07-01	MAUREEN CAMPBELL MELVILLE		MAUREEN CAMPBELL MELVILLE	2012-04-17
002	2009-07-01	MAUREEN MELVILLE		MAUREEN MELVILLE	2011-04-15
002	2009-07-01	MAUREEN MELVILLE		MAUREEN MELVILLE	2011-04-15
002	2008-07-01	MAUREEN MELVILLE

Plan Statistics for SEATTLE SYMPHONY ADMINISTRATIVE STAFF PENSION PLAN

401k plan membership statisitcs for SEATTLE SYMPHONY ADMINISTRATIVE STAFF PENSION PLAN

Measure Date Value
2012: SEATTLE SYMPHONY ADMINISTRATIVE STAFF PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 65
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 44
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 9
Total of all active and inactive participants 2012-07-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 53
Number of participants with account balances 2012-07-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: SEATTLE SYMPHONY ADMINISTRATIVE STAFF PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 61
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 47
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 16
Total of all active and inactive participants 2011-07-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 63
Number of participants with account balances 2011-07-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: SEATTLE SYMPHONY ADMINISTRATIVE STAFF PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 67
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 51
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 10
Total of all active and inactive participants 2010-07-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 61
Number of participants with account balances 2010-07-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0
2009: SEATTLE SYMPHONY ADMINISTRATIVE STAFF PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 57
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 56
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 11
Total of all active and inactive participants 2009-07-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 67
Number of participants with account balances 2009-07-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0
2008: SEATTLE SYMPHONY ADMINISTRATIVE STAFF PENSION PLAN 2008 401k membership
Total participants, beginning-of-year 2008-07-01 57
Total number of active participants reported on line 7a of the Form 5500 2008-07-01 40
Number of retired or separated participants receiving benefits 2008-07-01 0
Number of other retired or separated participants entitled to future benefits 2008-07-01 17
Total of all active and inactive participants 2008-07-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-07-01 0
Total participants 2008-07-01 57
Number of participants with account balances 2008-07-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-07-01 0

Measure	Date	Value
2012: SEATTLE SYMPHONY ADMINISTRATIVE STAFF PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	65
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	44
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	9
Total of all active and inactive participants	2012-07-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	53
Number of participants with account balances	2012-07-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: SEATTLE SYMPHONY ADMINISTRATIVE STAFF PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	61
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	47
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	16
Total of all active and inactive participants	2011-07-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	63
Number of participants with account balances	2011-07-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: SEATTLE SYMPHONY ADMINISTRATIVE STAFF PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	67
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	51
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	10
Total of all active and inactive participants	2010-07-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	61
Number of participants with account balances	2010-07-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0
2009: SEATTLE SYMPHONY ADMINISTRATIVE STAFF PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	57
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	56
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	11
Total of all active and inactive participants	2009-07-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	67
Number of participants with account balances	2009-07-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0
2008: SEATTLE SYMPHONY ADMINISTRATIVE STAFF PENSION PLAN 2008 401k membership
Total participants, beginning-of-year	2008-07-01	57
Total number of active participants reported on line 7a of the Form 5500	2008-07-01	40
Number of retired or separated participants receiving benefits	2008-07-01	0
Number of other retired or separated participants entitled to future benefits	2008-07-01	17
Total of all active and inactive participants	2008-07-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-07-01	0
Total participants	2008-07-01	57
Number of participants with account balances	2008-07-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-07-01	0

Financial Data on SEATTLE SYMPHONY ADMINISTRATIVE STAFF PENSION PLAN

Measure	Date	Value
2013 : SEATTLE SYMPHONY ADMINISTRATIVE STAFF PENSION PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-06-30	$700
Total plan liabilities at beginning of year	2013-06-30	$1,400
Total income from all sources	2013-06-30	$149,081
Expenses. Total of all expenses incurred	2013-06-30	$216,960
Benefits paid (including direct rollovers)	2013-06-30	$215,825
Total plan assets at end of year	2013-06-30	$932,684
Total plan assets at beginning of year	2013-06-30	$1,001,263
Value of fidelity bond covering the plan	2013-06-30	$100,000
Expenses. Other expenses not covered elsewhere	2013-06-30	$1,135
Other income received	2013-06-30	$134,527
Net income (gross income less expenses)	2013-06-30	$-67,879
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$931,984
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$999,863
Assets. Value of participant loans	2013-06-30	$19,225
Total contributions received or receivable from employer(s)	2013-06-30	$14,554
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2013-06-30	$0
Minimum employer required contribution for this plan year	2013-06-30	$14,554
Amount contributed by the employer to the plan for this plan year	2013-06-30	$14,554
2012 : SEATTLE SYMPHONY ADMINISTRATIVE STAFF PENSION PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-06-30	$1,400
Total plan liabilities at beginning of year	2012-06-30	$1,260
Total income from all sources	2012-06-30	$-8,242
Expenses. Total of all expenses incurred	2012-06-30	$16,065
Benefits paid (including direct rollovers)	2012-06-30	$14,615
Total plan assets at end of year	2012-06-30	$1,001,263
Total plan assets at beginning of year	2012-06-30	$1,025,430
Value of fidelity bond covering the plan	2012-06-30	$100,000
Expenses. Other expenses not covered elsewhere	2012-06-30	$1,450
Other income received	2012-06-30	$-22,644
Net income (gross income less expenses)	2012-06-30	$-24,307
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$999,863
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$1,024,170
Total contributions received or receivable from employer(s)	2012-06-30	$14,402
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2012-06-30	$0
Minimum employer required contribution for this plan year	2012-06-30	$14,402
Amount contributed by the employer to the plan for this plan year	2012-06-30	$14,402
2011 : SEATTLE SYMPHONY ADMINISTRATIVE STAFF PENSION PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-06-30	$1,260
Total plan liabilities at beginning of year	2011-06-30	$1,540
Total income from all sources	2011-06-30	$223,595
Expenses. Total of all expenses incurred	2011-06-30	$23,648
Benefits paid (including direct rollovers)	2011-06-30	$22,288
Total plan assets at end of year	2011-06-30	$1,025,430
Total plan assets at beginning of year	2011-06-30	$825,763
Value of fidelity bond covering the plan	2011-06-30	$100,000
Expenses. Other expenses not covered elsewhere	2011-06-30	$1,360
Other income received	2011-06-30	$203,693
Net income (gross income less expenses)	2011-06-30	$199,947
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$1,024,170
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$824,223
Total contributions received or receivable from employer(s)	2011-06-30	$19,902
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2011-06-30	$0
Minimum employer required contribution for this plan year	2011-06-30	$19,902
Amount contributed by the employer to the plan for this plan year	2011-06-30	$19,902
2010 : SEATTLE SYMPHONY ADMINISTRATIVE STAFF PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2010-06-30	$0
Minimum employer required contribution for this plan year	2010-06-30	$10,121
Amount contributed by the employer to the plan for this plan year	2010-06-30	$10,121
2009 : SEATTLE SYMPHONY ADMINISTRATIVE STAFF PENSION PLAN 2009 401k financial data
Total plan liabilities at end of year	2009-06-30	$2,440
Total plan liabilities at beginning of year	2009-06-30	$2,816
Total income from all sources	2009-06-30	$-109,455
Expenses. Total of all expenses incurred	2009-06-30	$117,056
Benefits paid (including direct rollovers)	2009-06-30	$114,416
Total plan assets at end of year	2009-06-30	$783,907
Total plan assets at beginning of year	2009-06-30	$1,010,794
Value of fidelity bond covering the plan	2009-06-30	$100,000
Expenses. Other expenses not covered elsewhere	2009-06-30	$2,640
Other income received	2009-06-30	$-190,769
Net income (gross income less expenses)	2009-06-30	$-226,511
Net plan assets at end of year (total assets less liabilities)	2009-06-30	$781,467
Net plan assets at beginning of year (total assets less liabilities)	2009-06-30	$1,007,978
Total contributions received or receivable from employer(s)	2009-06-30	$81,314

Form 5500 Responses for SEATTLE SYMPHONY ADMINISTRATIVE STAFF PENSION PLAN

2012: SEATTLE SYMPHONY ADMINISTRATIVE STAFF PENSION PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: SEATTLE SYMPHONY ADMINISTRATIVE STAFF PENSION PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: SEATTLE SYMPHONY ADMINISTRATIVE STAFF PENSION PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: SEATTLE SYMPHONY ADMINISTRATIVE STAFF PENSION PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes
2008: SEATTLE SYMPHONY ADMINISTRATIVE STAFF PENSION PLAN 2008 form 5500 responses
2008-07-01	Type of plan entity	Single employer plan
2008-07-01	Submission has been amended	Yes
2008-07-01	This submission is the final filing	No
2008-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-07-01	Plan is a collectively bargained plan	No
2008-07-01	Plan funding arrangement – Trust	Yes
2008-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SEATTLE SYMPHONY
Employer identification number (EIN):	910667412
NAIC Classification:	711100
NAIC Description:	Performing Arts Companies

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	1927-09-19
Company Identification Number:	178008840
Legal Registered Office Address:	200 UNIVERSITY ST SEATTLE United States of America (USA) 981013428