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PENSION PLAN OF THE HISPANIC SOCIETY OF AMERICA 401k Plan overview

Plan NamePENSION PLAN OF THE HISPANIC SOCIETY OF AMERICA
Plan identification number 001

PENSION PLAN OF THE HISPANIC SOCIETY OF AMERICA Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HISPANIC SOCIETY OF AMERICA has sponsored the creation of one or more 401k plans.

Company Name:HISPANIC SOCIETY OF AMERICA
Employer identification number (EIN):135661025
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN OF THE HISPANIC SOCIETY OF AMERICA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-10-01PEARL CHIN2024-07-04
0012021-10-01CHRISTINA SPRINGER2023-07-13
0012020-10-01CHRISTINA SPRINGER2022-07-15
0012019-10-01CHRISTINA SPRINGER2021-07-14
0012018-10-01
0012017-10-01
0012016-10-01
0012015-10-01
0012014-10-01
0012013-10-01MITCHELL CODDING2015-06-30
0012012-10-01MITCHELL CODDING2014-02-27
0012011-10-01MITCHELL CODDING2013-07-02
0012010-10-01MITCHELL CODDING2012-07-09
0012008-10-01

Plan Statistics for PENSION PLAN OF THE HISPANIC SOCIETY OF AMERICA

401k plan membership statisitcs for PENSION PLAN OF THE HISPANIC SOCIETY OF AMERICA

Measure Date Value
2023: PENSION PLAN OF THE HISPANIC SOCIETY OF AMERICA 2023 401k membership
Market value of plan assets2023-09-3010,880,461
Acturial value of plan assets2023-09-3010,880,461
Funding target for retired participants and beneficiaries receiving payment2023-09-308,619,755
Number of terminated vested participants2023-09-3012
Fundng target for terminated vested participants2023-09-30719,404
Active participant vested funding target2023-09-303,308,729
Number of active participants2023-09-3012
Total funding liabilities for active participants2023-09-303,347,804
Total participant count2023-09-3044
Total funding target for all participants2023-09-3012,686,963
Balance at beginning of prior year after applicable adjustments2023-09-300
Prefunding balance at beginning of prior year after applicable adjustments2023-09-30107,710
Carryover balanced portion elected for use to offset prior years funding requirement2023-09-300
Prefunding balanced used to offset prior years funding requirement2023-09-300
Amount remaining of carryover balance2023-09-300
Amount remaining of prefunding balance2023-09-30107,710
Present value of excess contributions2023-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-09-300
Reductions in caryover balances due to elections or deemed elections2023-09-300
Reductions in prefunding balances due to elections or deemed elections2023-09-300
Balance of carryovers at beginning of current year2023-09-300
Balance of prefunding at beginning of current year2023-09-3090,164
Total employer contributions2023-09-30220,140
Total employee contributions2023-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2023-09-300
Contributions made to avoid restrictions adjusted to valuation date2023-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-09-30201,300
Unpaid minimum required contributions for all prior years2023-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-09-300
Remaining amount of unpaid minimum required contributions2023-09-300
Minimum required contributions for current year target normal cost2023-09-30116,044
Net shortfall amortization installment of oustanding balance2023-09-301,896,666
Waiver amortization installment2023-09-300
Total funding amount beforereflecting carryover/prefunding balances2023-09-30291,318
Carryover balance elected to use to offset funding requirement2023-09-300
Prefunding balance elected to use to offset funding requirement2023-09-3090,164
Additional cash requirement2023-09-30201,154
Contributions allocatedtoward minimum required contributions for current year2023-09-30201,300
Unpaid minimum required contributions for current year2023-09-300
Unpaid minimum required contributions for all years2023-09-300
2022: PENSION PLAN OF THE HISPANIC SOCIETY OF AMERICA 2022 401k membership
Market value of plan assets2022-09-3014,289,952
Acturial value of plan assets2022-09-3014,289,952
Funding target for retired participants and beneficiaries receiving payment2022-09-306,991,299
Number of terminated vested participants2022-09-3012
Fundng target for terminated vested participants2022-09-301,207,415
Active participant vested funding target2022-09-304,398,975
Number of active participants2022-09-3014
Total funding liabilities for active participants2022-09-304,446,174
Total participant count2022-09-3044
Total funding target for all participants2022-09-3012,644,888
Balance at beginning of prior year after applicable adjustments2022-09-300
Prefunding balance at beginning of prior year after applicable adjustments2022-09-3088,899
Carryover balanced portion elected for use to offset prior years funding requirement2022-09-300
Prefunding balanced used to offset prior years funding requirement2022-09-300
Amount remaining of carryover balance2022-09-300
Amount remaining of prefunding balance2022-09-3088,899
Present value of excess contributions2022-09-30122,964
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-09-30130,047
Reductions in caryover balances due to elections or deemed elections2022-09-300
Reductions in prefunding balances due to elections or deemed elections2022-09-300
Balance of carryovers at beginning of current year2022-09-300
Balance of prefunding at beginning of current year2022-09-30107,710
Total employer contributions2022-09-300
Total employee contributions2022-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-09-300
Contributions made to avoid restrictions adjusted to valuation date2022-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-09-300
Liquidity shortfalls end of Q12022-09-300
Liquidity shortfalls end of Q22022-09-300
Liquidity shortfalls end of Q32022-09-300
Liquidity shortfalls end of Q42022-09-300
Unpaid minimum required contributions for all prior years2022-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-09-300
Remaining amount of unpaid minimum required contributions2022-09-300
Minimum required contributions for current year target normal cost2022-09-30114,051
Net shortfall amortization installment of oustanding balance2022-09-300
Waiver amortization installment2022-09-300
Total funding amount beforereflecting carryover/prefunding balances2022-09-300
Carryover balance elected to use to offset funding requirement2022-09-300
Prefunding balance elected to use to offset funding requirement2022-09-300
Additional cash requirement2022-09-300
Contributions allocatedtoward minimum required contributions for current year2022-09-300
Unpaid minimum required contributions for current year2022-09-300
Unpaid minimum required contributions for all years2022-09-300
2021: PENSION PLAN OF THE HISPANIC SOCIETY OF AMERICA 2021 401k membership
Market value of plan assets2021-09-3012,146,929
Acturial value of plan assets2021-09-3012,146,929
Funding target for retired participants and beneficiaries receiving payment2021-09-302,501,189
Number of terminated vested participants2021-09-3010
Fundng target for terminated vested participants2021-09-30444,202
Active participant vested funding target2021-09-309,149,999
Number of active participants2021-09-3021
Total funding liabilities for active participants2021-09-309,223,265
Total participant count2021-09-3044
Total funding target for all participants2021-09-3012,168,656
Balance at beginning of prior year after applicable adjustments2021-09-300
Prefunding balance at beginning of prior year after applicable adjustments2021-09-3081,784
Carryover balanced portion elected for use to offset prior years funding requirement2021-09-300
Prefunding balanced used to offset prior years funding requirement2021-09-300
Amount remaining of carryover balance2021-09-300
Amount remaining of prefunding balance2021-09-3081,784
Present value of excess contributions2021-09-3060,150
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-09-3063,500
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-09-300
Reductions in caryover balances due to elections or deemed elections2021-09-300
Reductions in prefunding balances due to elections or deemed elections2021-09-300
Balance of carryovers at beginning of current year2021-09-300
Balance of prefunding at beginning of current year2021-09-3088,899
Total employer contributions2021-09-30350,000
Total employee contributions2021-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-09-300
Contributions made to avoid restrictions adjusted to valuation date2021-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-09-30312,729
Liquidity shortfalls end of Q12021-09-300
Liquidity shortfalls end of Q22021-09-300
Liquidity shortfalls end of Q32021-09-300
Liquidity shortfalls end of Q42021-09-300
Unpaid minimum required contributions for all prior years2021-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-09-300
Remaining amount of unpaid minimum required contributions2021-09-300
Minimum required contributions for current year target normal cost2021-09-30179,379
Net shortfall amortization installment of oustanding balance2021-09-30110,626
Waiver amortization installment2021-09-300
Total funding amount beforereflecting carryover/prefunding balances2021-09-30189,765
Carryover balance elected to use to offset funding requirement2021-09-300
Prefunding balance elected to use to offset funding requirement2021-09-300
Additional cash requirement2021-09-30189,765
Contributions allocatedtoward minimum required contributions for current year2021-09-30312,729
Unpaid minimum required contributions for current year2021-09-300
Unpaid minimum required contributions for all years2021-09-300
2020: PENSION PLAN OF THE HISPANIC SOCIETY OF AMERICA 2020 401k membership
Market value of plan assets2020-09-3011,179,763
Acturial value of plan assets2020-09-3011,179,763
Funding target for retired participants and beneficiaries receiving payment2020-09-302,348,378
Number of terminated vested participants2020-09-3010
Fundng target for terminated vested participants2020-09-30432,557
Active participant vested funding target2020-09-308,900,037
Number of active participants2020-09-3021
Total funding liabilities for active participants2020-09-308,966,888
Total participant count2020-09-3044
Total funding target for all participants2020-09-3011,747,823
Balance at beginning of prior year after applicable adjustments2020-09-300
Prefunding balance at beginning of prior year after applicable adjustments2020-09-3079,171
Carryover balanced portion elected for use to offset prior years funding requirement2020-09-300
Prefunding balanced used to offset prior years funding requirement2020-09-300
Amount remaining of carryover balance2020-09-300
Amount remaining of prefunding balance2020-09-3079,171
Present value of excess contributions2020-09-30124,647
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-09-30131,827
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-09-300
Reductions in caryover balances due to elections or deemed elections2020-09-300
Reductions in prefunding balances due to elections or deemed elections2020-09-300
Balance of carryovers at beginning of current year2020-09-300
Balance of prefunding at beginning of current year2020-09-3081,784
Total employer contributions2020-09-30420,000
Total employee contributions2020-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-09-300
Contributions made to avoid restrictions adjusted to valuation date2020-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-09-30405,304
Unpaid minimum required contributions for all prior years2020-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-09-300
Remaining amount of unpaid minimum required contributions2020-09-300
Minimum required contributions for current year target normal cost2020-09-30215,450
Net shortfall amortization installment of oustanding balance2020-09-30649,844
Waiver amortization installment2020-09-300
Total funding amount beforereflecting carryover/prefunding balances2020-09-30392,371
Carryover balance elected to use to offset funding requirement2020-09-300
Prefunding balance elected to use to offset funding requirement2020-09-300
Additional cash requirement2020-09-30392,371
Contributions allocatedtoward minimum required contributions for current year2020-09-30405,304
Unpaid minimum required contributions for current year2020-09-300
Unpaid minimum required contributions for all years2020-09-300
2019: PENSION PLAN OF THE HISPANIC SOCIETY OF AMERICA 2019 401k membership
Market value of plan assets2019-09-3010,659,142
Acturial value of plan assets2019-09-3010,659,142
Funding target for retired participants and beneficiaries receiving payment2019-09-302,419,884
Number of terminated vested participants2019-09-3010
Fundng target for terminated vested participants2019-09-30373,463
Active participant vested funding target2019-09-307,979,191
Number of active participants2019-09-3021
Total funding liabilities for active participants2019-09-307,986,889
Total participant count2019-09-3044
Total funding target for all participants2019-09-3010,780,236
Balance at beginning of prior year after applicable adjustments2019-09-300
Prefunding balance at beginning of prior year after applicable adjustments2019-09-3073,144
Amount remaining of carryover balance2019-09-300
Amount remaining of prefunding balance2019-09-3073,144
Present value of excess contributions2019-09-30114,212
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-09-30121,008
Balance of carryovers at beginning of current year2019-09-300
Balance of prefunding at beginning of current year2019-09-3079,171
Total employer contributions2019-09-30480,000
Total employee contributions2019-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-09-300
Contributions made to avoid restrictions adjusted to valuation date2019-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-09-30462,560
Liquidity shortfalls end of Q12019-09-300
Liquidity shortfalls end of Q22019-09-300
Liquidity shortfalls end of Q32019-09-300
Liquidity shortfalls end of Q42019-09-300
Unpaid minimum required contributions for all prior years2019-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-09-300
Remaining amount of unpaid minimum required contributions2019-09-300
Minimum required contributions for current year target normal cost2019-09-30288,094
Net shortfall amortization installment of oustanding balance2019-09-30200,265
Waiver amortization installment2019-09-300
Total funding amount beforereflecting carryover/prefunding balances2019-09-30337,913
Additional cash requirement2019-09-30337,913
Contributions allocatedtoward minimum required contributions for current year2019-09-30462,560
Unpaid minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for all years2019-09-300
2018: PENSION PLAN OF THE HISPANIC SOCIETY OF AMERICA 2018 401k membership
Market value of plan assets2018-09-309,753,634
Acturial value of plan assets2018-09-309,753,634
Funding target for retired participants and beneficiaries receiving payment2018-09-302,140,818
Number of terminated vested participants2018-09-309
Fundng target for terminated vested participants2018-09-30183,672
Active participant vested funding target2018-09-307,370,526
Number of active participants2018-09-3022
Total funding liabilities for active participants2018-09-307,373,554
Total participant count2018-09-3047
Total funding target for all participants2018-09-309,698,044
Balance at beginning of prior year after applicable adjustments2018-09-300
Prefunding balance at beginning of prior year after applicable adjustments2018-09-3065,162
Amount remaining of carryover balance2018-09-300
Amount remaining of prefunding balance2018-09-3065,162
Present value of excess contributions2018-09-3018,206
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-09-3019,326
Balance of carryovers at beginning of current year2018-09-300
Balance of prefunding at beginning of current year2018-09-3073,144
Total employer contributions2018-09-30480,000
Total employee contributions2018-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-09-300
Contributions made to avoid restrictions adjusted to valuation date2018-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-09-30466,025
Unpaid minimum required contributions for all prior years2018-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-09-300
Remaining amount of unpaid minimum required contributions2018-09-300
Minimum required contributions for current year target normal cost2018-09-30321,799
Net shortfall amortization installment of oustanding balance2018-09-30108,098
Waiver amortization installment2018-09-300
Total funding amount beforereflecting carryover/prefunding balances2018-09-30351,813
Additional cash requirement2018-09-30351,813
Contributions allocatedtoward minimum required contributions for current year2018-09-30466,025
Unpaid minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for all years2018-09-300
2017: PENSION PLAN OF THE HISPANIC SOCIETY OF AMERICA 2017 401k membership
Market value of plan assets2017-09-308,712,646
Acturial value of plan assets2017-09-308,712,646
Funding target for retired participants and beneficiaries receiving payment2017-09-302,102,920
Number of terminated vested participants2017-09-309
Fundng target for terminated vested participants2017-09-30248,681
Active participant vested funding target2017-09-306,427,777
Number of active participants2017-09-3023
Total funding liabilities for active participants2017-09-306,427,777
Total participant count2017-09-3047
Total funding target for all participants2017-09-308,779,378
Balance at beginning of prior year after applicable adjustments2017-09-300
Prefunding balance at beginning of prior year after applicable adjustments2017-09-3057,824
Amount remaining of carryover balance2017-09-300
Amount remaining of prefunding balance2017-09-3057,824
Present value of excess contributions2017-09-3051,524
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-09-3054,785
Balance of carryovers at beginning of current year2017-09-300
Balance of prefunding at beginning of current year2017-09-3065,162
Total employer contributions2017-09-30360,000
Total employee contributions2017-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-09-300
Contributions made to avoid restrictions adjusted to valuation date2017-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-09-30349,322
Unpaid minimum required contributions for all prior years2017-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-09-300
Remaining amount of unpaid minimum required contributions2017-09-300
Minimum required contributions for current year target normal cost2017-09-30301,102
Net shortfall amortization installment of oustanding balance2017-09-30131,894
Waiver amortization installment2017-09-300
Total funding amount beforereflecting carryover/prefunding balances2017-09-30331,116
Additional cash requirement2017-09-30331,116
Contributions allocatedtoward minimum required contributions for current year2017-09-30349,322
Unpaid minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for all years2017-09-300

Form 5500 Responses for PENSION PLAN OF THE HISPANIC SOCIETY OF AMERICA

2008: PENSION PLAN OF THE HISPANIC SOCIETY OF AMERICA 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

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