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PALM SPRINGS ART MUSEUM 401(K) PLAN 401k Plan overview

Plan NamePALM SPRINGS ART MUSEUM 401(K) PLAN
Plan identification number 003

PALM SPRINGS ART MUSEUM 401(K) PLAN Benefits

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

PALM SPRINGS ART MUSEUM has sponsored the creation of one or more 401k plans.

Company Name:PALM SPRINGS ART MUSEUM
Employer identification number (EIN):951809576
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PALM SPRINGS ART MUSEUM 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032020-01-01
0032019-10-01
0032018-10-01GLENDA SPENCE2020-07-13
0032018-10-01GLENDA SPENCE2020-07-13 DEBRA PRESTON2020-07-13
0032017-10-01GLENDA SPENCE2019-07-12 DEBRA PRESTON2019-07-12
0032016-10-01
0032016-10-01JOSEPH BONNER2018-06-13
0032015-10-01
0032014-10-01
0032013-10-01NIKKI TALLEY
0032012-10-01NIKKI TALLEY
0032011-10-01NIKKI TALLEY
0032010-01-01NIKKI TALLEY2011-06-23

Plan Statistics for PALM SPRINGS ART MUSEUM 401(K) PLAN

401k plan membership statisitcs for PALM SPRINGS ART MUSEUM 401(K) PLAN

Measure Date Value
2022: PALM SPRINGS ART MUSEUM 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0191
Total number of active participants reported on line 7a of the Form 55002022-01-0162
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0129
Total of all active and inactive participants2022-01-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0192
Number of participants with account balances2022-01-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PALM SPRINGS ART MUSEUM 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0181
Total number of active participants reported on line 7a of the Form 55002021-01-0154
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0136
Total of all active and inactive participants2021-01-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0191
Number of participants with account balances2021-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PALM SPRINGS ART MUSEUM 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01145
Total number of active participants reported on line 7a of the Form 55002020-01-0151
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0129
Total of all active and inactive participants2020-01-0181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0181
Number of participants with account balances2020-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: PALM SPRINGS ART MUSEUM 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01129
Total number of active participants reported on line 7a of the Form 55002019-10-0180
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-0165
Total of all active and inactive participants2019-10-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-01145
Number of participants with account balances2019-10-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
2018: PALM SPRINGS ART MUSEUM 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01133
Total number of active participants reported on line 7a of the Form 55002018-10-0176
Number of retired or separated participants receiving benefits2018-10-011
Number of other retired or separated participants entitled to future benefits2018-10-0152
Total of all active and inactive participants2018-10-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-01129
Number of participants with account balances2018-10-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
2017: PALM SPRINGS ART MUSEUM 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01129
Total number of active participants reported on line 7a of the Form 55002017-10-0170
Number of retired or separated participants receiving benefits2017-10-011
Number of other retired or separated participants entitled to future benefits2017-10-0159
Total of all active and inactive participants2017-10-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01130
Number of participants with account balances2017-10-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
2016: PALM SPRINGS ART MUSEUM 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01140
Total number of active participants reported on line 7a of the Form 55002016-10-0173
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-0155
Total of all active and inactive participants2016-10-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01128
Number of participants with account balances2016-10-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: PALM SPRINGS ART MUSEUM 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01135
Total number of active participants reported on line 7a of the Form 55002015-10-0170
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-0169
Total of all active and inactive participants2015-10-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-01139
Number of participants with account balances2015-10-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010
2014: PALM SPRINGS ART MUSEUM 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01134
Total number of active participants reported on line 7a of the Form 55002014-10-0169
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-0165
Total of all active and inactive participants2014-10-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-01134
Number of participants with account balances2014-10-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-011
2013: PALM SPRINGS ART MUSEUM 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01144
Total number of active participants reported on line 7a of the Form 55002013-10-0163
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-0170
Total of all active and inactive participants2013-10-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-01133
Number of participants with account balances2013-10-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-015
2012: PALM SPRINGS ART MUSEUM 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01126
Total number of active participants reported on line 7a of the Form 55002012-10-0185
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-0159
Total of all active and inactive participants2012-10-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01144
Number of participants with account balances2012-10-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-015
2011: PALM SPRINGS ART MUSEUM 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01114
Total number of active participants reported on line 7a of the Form 55002011-10-0182
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-0142
Total of all active and inactive participants2011-10-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01124
Number of participants with account balances2011-10-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-014

Financial Data on PALM SPRINGS ART MUSEUM 401(K) PLAN

Measure Date Value
2022 : PALM SPRINGS ART MUSEUM 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-161,529
Expenses. Total of all expenses incurred2022-12-31$98,331
Benefits paid (including direct rollovers)2022-12-31$57,191
Total plan assets at end of year2022-12-31$2,345,132
Total plan assets at beginning of year2022-12-31$2,604,992
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$164,816
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$5,953
Other income received2022-12-31$-407,798
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-259,860
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,345,132
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,604,992
Assets. Value of participant loans2022-12-31$10,321
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$75,500
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$31,130
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$10,010
2021 : PALM SPRINGS ART MUSEUM 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$580,626
Expenses. Total of all expenses incurred2021-12-31$790,720
Benefits paid (including direct rollovers)2021-12-31$755,258
Total plan assets at end of year2021-12-31$2,604,992
Total plan assets at beginning of year2021-12-31$2,815,086
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$114,457
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$404,605
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-210,094
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,604,992
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,815,086
Assets. Value of participant loans2021-12-31$26,560
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022021-12-31$45
Total contributions received or receivable from employer(s)2021-12-31$61,564
Value of certain deemed distributions of participant loans2021-12-31$-8,654
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$44,116
2020 : PALM SPRINGS ART MUSEUM 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$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
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$538,172
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$541,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$520,784
Expenses. Certain deemed distributions of participant loans2020-12-31$8,527
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$150,529
Value of total assets at end of year2020-12-31$2,815,086
Value of total assets at beginning of year2020-12-31$2,818,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$11,824
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$2,935
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$103,520
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$103,520
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$100,529
Participant contributions at end of year2020-12-31$15,821
Participant contributions at beginning of year2020-12-31$63,752
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$59,152
Administrative expenses (other) incurred2020-12-31$11,824
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$11,570
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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$-2,963
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,815,086
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,818,049
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
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,775,772
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$0
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,742,727
Interest on participant loans2020-12-31$2,935
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$23,493
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$220,891
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$1,145
Net gain/loss from 103.12 investment entities2020-12-31$0
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$50,000
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$520,784
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WILSON IVANOVA CPA
Accountancy firm EIN2020-12-31471948460
2019 : PALM SPRINGS ART MUSEUM 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$197,321
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$117,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$117,018
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$38,778
Value of total assets at end of year2019-12-31$2,818,049
Value of total assets at beginning of year2019-12-31$2,737,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$1,158
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$0
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$23,288
Participant contributions at end of year2019-12-31$63,752
Participant contributions at beginning of year2019-12-31$68,736
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$11,570
Total non interest bearing cash at beginning of year2019-12-31$11,570
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$80,303
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,818,049
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,737,746
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
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,657,440
Value of interest in pooled separate accounts at end of year2019-12-31$2,742,727
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$1,158
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$157,385
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
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
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$15,490
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$117,018
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Contract administrator fees2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
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
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
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 name2019-12-31WILSON IVANOVA CPA
Accountancy firm EIN2019-12-31471948460
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$287,996
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$245,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$236,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$189,802
Value of total assets at end of year2019-09-30$2,737,746
Value of total assets at beginning of year2019-09-30$2,695,038
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$8,994
Total interest from all sources2019-09-30$5,554
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Administrative expenses professional fees incurred2019-09-30$8,994
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$127,865
Participant contributions at end of year2019-09-30$68,736
Participant contributions at beginning of year2019-09-30$62,651
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$819
Other income not declared elsewhere2019-09-30$1,538
Total non interest bearing cash at end of year2019-09-30$11,570
Total non interest bearing cash at beginning of year2019-09-30$12,874
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$42,708
Value of net assets at end of year (total assets less liabilities)2019-09-30$2,737,746
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$2,695,038
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$2,657,440
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$2,619,513
Interest on participant loans2019-09-30$5,554
Net investment gain/loss from pooled separate accounts2019-09-30$91,102
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$61,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$236,294
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30OSBORNE RINCON, CPAS
Accountancy firm EIN2019-09-30330783299
2018 : PALM SPRINGS ART MUSEUM 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$553,277
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$1,196,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$1,193,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$392,366
Value of total assets at end of year2018-09-30$2,695,038
Value of total assets at beginning of year2018-09-30$3,338,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$3,088
Total interest from all sources2018-09-30$3,140
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Administrative expenses professional fees incurred2018-09-30$3,088
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$152,849
Participant contributions at end of year2018-09-30$62,651
Participant contributions at beginning of year2018-09-30$36,548
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$154,743
Other income not declared elsewhere2018-09-30$1,808
Total non interest bearing cash at end of year2018-09-30$12,874
Total non interest bearing cash at beginning of year2018-09-30$22,605
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$-643,455
Value of net assets at end of year (total assets less liabilities)2018-09-30$2,695,038
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$3,338,493
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$2,619,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$3,256,283
Interest on participant loans2018-09-30$3,140
Net investment gain/loss from pooled separate accounts2018-09-30$155,963
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$84,774
Employer contributions (assets) at end of year2018-09-30$0
Employer contributions (assets) at beginning of year2018-09-30$23,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$1,193,644
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30OSBORNE RINCON, CPAS
Accountancy firm EIN2018-09-30330783299
2017 : PALM SPRINGS ART MUSEUM 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$619,385
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$564,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$561,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$321,595
Value of total assets at end of year2017-09-30$3,338,493
Value of total assets at beginning of year2017-09-30$3,283,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$3,298
Total interest from all sources2017-09-30$2,790
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Administrative expenses professional fees incurred2017-09-30$3,298
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$400,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$219,604
Participant contributions at end of year2017-09-30$36,548
Participant contributions at beginning of year2017-09-30$52,484
Total non interest bearing cash at end of year2017-09-30$22,605
Total non interest bearing cash at beginning of year2017-09-30$4,292
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$54,553
Value of net assets at end of year (total assets less liabilities)2017-09-30$3,338,493
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$3,283,940
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$3,256,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$3,227,164
Interest on participant loans2017-09-30$2,790
Net investment gain/loss from pooled separate accounts2017-09-30$295,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$101,991
Employer contributions (assets) at end of year2017-09-30$23,057
Employer contributions (assets) at beginning of year2017-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$561,534
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30OSBORNE RINCON, CPAS
Accountancy firm EIN2017-09-30330783299
2016 : PALM SPRINGS ART MUSEUM 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$588,428
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$877,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$875,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$325,595
Value of total assets at end of year2016-09-30$3,283,940
Value of total assets at beginning of year2016-09-30$3,573,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$1,945
Total interest from all sources2016-09-30$2,727
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Administrative expenses professional fees incurred2016-09-30$1,945
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$400,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$203,054
Participant contributions at end of year2016-09-30$52,484
Participant contributions at beginning of year2016-09-30$49,800
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$8,185
Other income not declared elsewhere2016-09-30$1,496
Total non interest bearing cash at end of year2016-09-30$4,292
Total non interest bearing cash at beginning of year2016-09-30$4,292
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$-289,172
Value of net assets at end of year (total assets less liabilities)2016-09-30$3,283,940
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$3,573,112
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$3,227,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$3,519,020
Interest on participant loans2016-09-30$2,727
Net investment gain/loss from pooled separate accounts2016-09-30$258,610
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$114,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$875,655
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30OSBORNE RINCON, CPAS
Accountancy firm EIN2016-09-30330783299
2015 : PALM SPRINGS ART MUSEUM 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$140,472
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$329,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$318,135
Expenses. Certain deemed distributions of participant loans2015-09-30$598
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$274,493
Value of total assets at end of year2015-09-30$3,573,112
Value of total assets at beginning of year2015-09-30$3,762,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$10,685
Total interest from all sources2015-09-30$3,148
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Administrative expenses professional fees incurred2015-09-30$10,685
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$400,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$184,823
Participant contributions at end of year2015-09-30$49,800
Participant contributions at beginning of year2015-09-30$87,058
Total non interest bearing cash at end of year2015-09-30$4,292
Total non interest bearing cash at beginning of year2015-09-30$5,286
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-188,946
Value of net assets at end of year (total assets less liabilities)2015-09-30$3,573,112
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$3,762,058
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$3,519,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$3,669,714
Interest on participant loans2015-09-30$3,148
Net investment gain/loss from pooled separate accounts2015-09-30$-137,169
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$89,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$318,135
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30OSBORNE RINCON, CPAS
Accountancy firm EIN2015-09-30330783299
2014 : PALM SPRINGS ART MUSEUM 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$645,859
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$218,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$205,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$384,598
Value of total assets at end of year2014-09-30$3,762,058
Value of total assets at beginning of year2014-09-30$3,334,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$13,458
Total interest from all sources2014-09-30$3,188
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Administrative expenses professional fees incurred2014-09-30$13,458
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$400,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$191,915
Participant contributions at end of year2014-09-30$87,058
Participant contributions at beginning of year2014-09-30$56,978
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$40,316
Total non interest bearing cash at end of year2014-09-30$5,286
Total non interest bearing cash at beginning of year2014-09-30$8,838
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$427,202
Value of net assets at end of year (total assets less liabilities)2014-09-30$3,762,058
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$3,334,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Value of interest in pooled separate accounts at end of year2014-09-30$3,669,714
Value of interest in pooled separate accounts at beginning of year2014-09-30$3,269,040
Interest on participant loans2014-09-30$3,188
Net investment gain/loss from pooled separate accounts2014-09-30$258,073
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$152,367
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$205,199
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30OSBORNE RINCON, CPAS
Accountancy firm EIN2014-09-30330783299
2013 : PALM SPRINGS ART MUSEUM 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total transfer of assets to this plan2013-09-30$302,967
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$731,072
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$484,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$474,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$504,702
Value of total assets at end of year2013-09-30$3,334,856
Value of total assets at beginning of year2013-09-30$2,785,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$10,288
Total interest from all sources2013-09-30$2,818
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Administrative expenses professional fees incurred2013-09-30$10,288
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$400,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$198,730
Participant contributions at end of year2013-09-30$56,978
Participant contributions at beginning of year2013-09-30$62,984
Total non interest bearing cash at end of year2013-09-30$8,838
Total non interest bearing cash at beginning of year2013-09-30$9,729
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$246,163
Value of net assets at end of year (total assets less liabilities)2013-09-30$3,334,856
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$2,785,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$3,269,040
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$2,713,013
Interest on participant loans2013-09-30$2,818
Net investment gain/loss from pooled separate accounts2013-09-30$223,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$305,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$474,621
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30OSBORNE RINCON, CPAS
Accountancy firm EIN2013-09-30330783299
2012 : PALM SPRINGS ART MUSEUM 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$584,306
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$50,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$32,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$234,149
Value of total assets at end of year2012-09-30$2,785,726
Value of total assets at beginning of year2012-09-30$2,251,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$17,685
Total interest from all sources2012-09-30$1,574
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Administrative expenses professional fees incurred2012-09-30$17,685
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$400,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$159,018
Participant contributions at end of year2012-09-30$62,984
Participant contributions at beginning of year2012-09-30$22,965
Other income not declared elsewhere2012-09-30$-500
Total non interest bearing cash at end of year2012-09-30$9,729
Total non interest bearing cash at beginning of year2012-09-30$13,979
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$533,877
Value of net assets at end of year (total assets less liabilities)2012-09-30$2,785,726
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$2,251,849
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$2,713,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$2,214,905
Interest on participant loans2012-09-30$1,574
Net investment gain/loss from pooled separate accounts2012-09-30$349,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$75,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$32,744
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30OSBORNE RINCON, CPAS
Accountancy firm EIN2012-09-30330783299
2011 : PALM SPRINGS ART MUSEUM 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$282,718
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$337,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$293,137
Expenses. Certain deemed distributions of participant loans2011-09-30$10,412
Value of total corrective distributions2011-09-30$2,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$309,667
Value of total assets at end of year2011-09-30$2,251,849
Value of total assets at beginning of year2011-09-30$2,306,760
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$31,626
Total interest from all sources2011-09-30$1,916
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Administrative expenses professional fees incurred2011-09-30$31,626
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$400,000
If this is an individual account plan, was there a blackout period2011-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$155,909
Participant contributions at end of year2011-09-30$22,965
Participant contributions at beginning of year2011-09-30$38,898
Total non interest bearing cash at end of year2011-09-30$13,979
Total non interest bearing cash at beginning of year2011-09-30$7,596
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$-54,911
Value of net assets at end of year (total assets less liabilities)2011-09-30$2,251,849
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$2,306,760
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$2,214,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$2,260,266
Income. Interest from loans (other than to participants)2011-09-30$1,916
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-09-30$0
Net investment gain/loss from pooled separate accounts2011-09-30$-28,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$153,758
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$293,137
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30OSBORNE RINCON, CPAS
Accountancy firm EIN2011-09-30330783299

Form 5500 Responses for PALM SPRINGS ART MUSEUM 401(K) PLAN

2022: PALM SPRINGS ART MUSEUM 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PALM SPRINGS ART MUSEUM 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PALM SPRINGS ART MUSEUM 401(K) 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: PALM SPRINGS ART MUSEUM 401(K) PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: PALM SPRINGS ART MUSEUM 401(K) PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: PALM SPRINGS ART MUSEUM 401(K) PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: PALM SPRINGS ART MUSEUM 401(K) PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedYes
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: PALM SPRINGS ART MUSEUM 401(K) PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: PALM SPRINGS ART MUSEUM 401(K) PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: PALM SPRINGS ART MUSEUM 401(K) PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: PALM SPRINGS ART MUSEUM 401(K) PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: PALM SPRINGS ART MUSEUM 401(K) PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number79888
Policy instance 1
Insurance contract or identification number79888
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number79888
Policy instance 1
Insurance contract or identification number79888
Number of Individuals Covered92
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7,868
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees7868
Additional information about fees paid to insurance brokerTPA FEES PAID & ADMINISTRATIVE REIMBURSEMENT
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number79888
Policy instance 1
Insurance contract or identification number79888
Number of Individuals Covered97
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $8,401
Total amount of fees paid to insurance companyUSD $4,006
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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