401k Plan data: THE GOODSPEED OPERA HOUSE EMPLOYEE 403B PLAN plan

THE GOODSPEED OPERA HOUSE EMPLOYEE 403B PLAN 401k Plan overview

Plan Name	THE GOODSPEED OPERA HOUSE EMPLOYEE 403B PLAN
Plan identification number	001

THE GOODSPEED OPERA HOUSE EMPLOYEE 403B PLAN Benefits

401k Plan Type

Defined 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(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.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
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

THE GOODSPEED OPERA HOUSE EMPLOYEE 403B PLAN has sponsored the creation of one or more 401k plans.

Company Name: THE GOODSPEED OPERA HOUSE EMPLOYEE 403B PLAN

Employer identification number (EIN): 131969314

NAIC Classification: 711100
NAIC Description: Performing Arts Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE GOODSPEED OPERA HOUSE EMPLOYEE 403B PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01 WILLIAM F. NIVISON 2017-07-27
001 2015-01-01 WILLIAM F. NIVISON 2016-03-23 WILLIAM F. NIVISON 2016-03-23
001 2014-01-01 WILLIAM NIVISON 2015-03-09 WILLIAM NIVISON 2015-03-09
001 2013-01-01 WILLIAM NIVISON 2014-04-16 WILLIAM NIVISON 2014-04-16
001 2012-01-01 WILLIAM F. NIVISON WILLIAM F. NIVISON 2013-03-04
001 2011-01-01 WILLIAM NIVISON WILLIAM NIVISON 2012-06-05
001 2010-01-01 WILLIAM NIVISON
001 2009-01-01 WILLIAM NIVISON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01	WILLIAM F. NIVISON	2017-07-27
001	2015-01-01	WILLIAM F. NIVISON	2016-03-23	WILLIAM F. NIVISON	2016-03-23
001	2014-01-01	WILLIAM NIVISON	2015-03-09	WILLIAM NIVISON	2015-03-09
001	2013-01-01	WILLIAM NIVISON	2014-04-16	WILLIAM NIVISON	2014-04-16
001	2012-01-01	WILLIAM F. NIVISON		WILLIAM F. NIVISON	2013-03-04
001	2011-01-01	WILLIAM NIVISON		WILLIAM NIVISON	2012-06-05
001	2010-01-01	WILLIAM NIVISON
001	2009-01-01	WILLIAM NIVISON

Plan Statistics for THE GOODSPEED OPERA HOUSE EMPLOYEE 403B PLAN

401k plan membership statisitcs for THE GOODSPEED OPERA HOUSE EMPLOYEE 403B PLAN

Measure Date Value
2012: THE GOODSPEED OPERA HOUSE EMPLOYEE 403B PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 77
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 61
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 14
Total of all active and inactive participants 2012-01-01 75
Total participants 2012-01-01 75
Number of participants with account balances 2012-01-01 42
2011: THE GOODSPEED OPERA HOUSE EMPLOYEE 403B PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 70
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 7
Total of all active and inactive participants 2011-01-01 77
Total participants 2011-01-01 77
Number of participants with account balances 2011-01-01 24
2010: THE GOODSPEED OPERA HOUSE EMPLOYEE 403B PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 10
Number of other retired or separated participants entitled to future benefits 2010-01-01 19
Total of all active and inactive participants 2010-01-01 29
Total participants 2010-01-01 29
2009: THE GOODSPEED OPERA HOUSE EMPLOYEE 403B PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 10
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 17
Total of all active and inactive participants 2009-01-01 27
Total participants 2009-01-01 27

Measure	Date	Value
2012: THE GOODSPEED OPERA HOUSE EMPLOYEE 403B PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	77
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	61
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	14
Total of all active and inactive participants	2012-01-01	75
Total participants	2012-01-01	75
Number of participants with account balances	2012-01-01	42
2011: THE GOODSPEED OPERA HOUSE EMPLOYEE 403B PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	70
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	7
Total of all active and inactive participants	2011-01-01	77
Total participants	2011-01-01	77
Number of participants with account balances	2011-01-01	24
2010: THE GOODSPEED OPERA HOUSE EMPLOYEE 403B PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	10
Number of other retired or separated participants entitled to future benefits	2010-01-01	19
Total of all active and inactive participants	2010-01-01	29
Total participants	2010-01-01	29
2009: THE GOODSPEED OPERA HOUSE EMPLOYEE 403B PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	10
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	17
Total of all active and inactive participants	2009-01-01	27
Total participants	2009-01-01	27

Financial Data on THE GOODSPEED OPERA HOUSE EMPLOYEE 403B PLAN

Measure	Date	Value
2012 : THE GOODSPEED OPERA HOUSE EMPLOYEE 403B PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$315,641
Expenses. Total of all expenses incurred	2012-12-31	$26,117
Benefits paid (including direct rollovers)	2012-12-31	$25,366
Total plan assets at end of year	2012-12-31	$1,314,534
Total plan assets at beginning of year	2012-12-31	$1,025,010
Total contributions received or receivable from participants	2012-12-31	$124,442
Contributions received from other sources (not participants or employers)	2012-12-31	$39,642
Other income received	2012-12-31	$96,503
Net income (gross income less expenses)	2012-12-31	$289,524
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,314,534
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,025,010
Total contributions received or receivable from employer(s)	2012-12-31	$55,054
Value of certain deemed distributions of participant loans	2012-12-31	$751
2011 : THE GOODSPEED OPERA HOUSE EMPLOYEE 403B PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$60,202
Expenses. Total of all expenses incurred	2011-12-31	$202,081
Benefits paid (including direct rollovers)	2011-12-31	$201,408
Total plan assets at end of year	2011-12-31	$1,025,010
Total plan assets at beginning of year	2011-12-31	$1,166,889
Total contributions received or receivable from participants	2011-12-31	$86,837
Other income received	2011-12-31	$-26,635
Net income (gross income less expenses)	2011-12-31	$-141,879
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,025,010
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,166,889
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$673
2010 : THE GOODSPEED OPERA HOUSE EMPLOYEE 403B PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$83,323
Expenses. Total of all expenses incurred	2010-12-31	$10,205
Benefits paid (including direct rollovers)	2010-12-31	$9,515
Total plan assets at end of year	2010-12-31	$1,166,889
Total plan assets at beginning of year	2010-12-31	$1,002,369
Total contributions received or receivable from participants	2010-12-31	$79,458
Other income received	2010-12-31	$3,865
Net income (gross income less expenses)	2010-12-31	$73,118
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,166,889
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,002,369
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$690

Form 5500 Responses for THE GOODSPEED OPERA HOUSE EMPLOYEE 403B PLAN

2012: THE GOODSPEED OPERA HOUSE EMPLOYEE 403B PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE GOODSPEED OPERA HOUSE EMPLOYEE 403B PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: THE GOODSPEED OPERA HOUSE EMPLOYEE 403B PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	First time form 5500 has been submitted	Yes
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: THE GOODSPEED OPERA HOUSE EMPLOYEE 403B PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE GOODSPEED OPERA HOUSE EMPLOYEE 403B PLAN
Employer identification number (EIN):	131969314
NAIC Classification:	711100
NAIC Description:	Performing Arts Companies