401k Plan data: THE CURTIS INSTITUTE OF MUSIC PENSION PLAN FOR FACULTY MEMBERS plan

THE CURTIS INSTITUTE OF MUSIC PENSION PLAN FOR FACULTY MEMBERS 401k Plan overview

Plan Name	THE CURTIS INSTITUTE OF MUSIC PENSION PLAN FOR FACULTY MEMBERS
Plan identification number	002

THE CURTIS INSTITUTE OF MUSIC PENSION PLAN FOR FACULTY MEMBERS Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE CURTIS INSTITUTE OF MUSIC has sponsored the creation of one or more 401k plans.

Company Name: THE CURTIS INSTITUTE OF MUSIC

Employer identification number (EIN): 231585611

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CURTIS INSTITUTE OF MUSIC PENSION PLAN FOR FACULTY MEMBERS

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 MITCHELL BILKER 2024-10-03 MITCHELL BILKER 2024-10-03
002 2022-01-01 MITCHELL BILKER 2023-10-11 LAWRENCE BOMBACK 2023-10-11
002 2021-01-01 LAWRENCE BOMBACK 2022-10-14 LAWRENCE BOMBACK 2022-10-14
002 2020-01-01 DAVID REINHARDT 2021-10-15 DAVID REINHARDT 2021-10-15
002 2019-01-01 DAVID REINHARDT 2020-10-14 DAVID REINHARDT 2020-10-14
002 2018-01-01 DAVID REINHARDT 2019-10-11
002 2017-01-01 DAVID REINHARDT 2018-10-12 DAVID REINHARDT 2018-10-12
002 2016-01-01 DAVID REINHARDT 2017-10-06 DAVID REINHARDT 2017-10-06
002 2015-01-01 DAVID REINHARDT 2016-10-06 DAVID REINHARDT 2016-10-06
002 2014-01-01 JOSEPH SLATER 2015-08-21 JOSEPH SLATER 2015-08-21
002 2013-01-01 JOSEPH SLATER 2014-09-22 JOSEPH SLATER 2014-09-22
002 2012-01-01 JOSEPH SLATER 2013-10-01
002 2011-09-01 JOSEPH SLATER 2012-10-04
002 2010-09-01 JOSEPH SLATER 2012-03-26
002 2008-09-01 JOSEPH SLATER JOSEPH SLATER 2010-06-09
002 2008-09-01 2010-06-09
002 2007-09-01 JOSEPH SLATER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	MITCHELL BILKER	2024-10-03	MITCHELL BILKER	2024-10-03
002	2022-01-01	MITCHELL BILKER	2023-10-11	LAWRENCE BOMBACK	2023-10-11
002	2021-01-01	LAWRENCE BOMBACK	2022-10-14	LAWRENCE BOMBACK	2022-10-14
002	2020-01-01	DAVID REINHARDT	2021-10-15	DAVID REINHARDT	2021-10-15
002	2019-01-01	DAVID REINHARDT	2020-10-14	DAVID REINHARDT	2020-10-14
002	2018-01-01	DAVID REINHARDT	2019-10-11
002	2017-01-01	DAVID REINHARDT	2018-10-12	DAVID REINHARDT	2018-10-12
002	2016-01-01	DAVID REINHARDT	2017-10-06	DAVID REINHARDT	2017-10-06
002	2015-01-01	DAVID REINHARDT	2016-10-06	DAVID REINHARDT	2016-10-06
002	2014-01-01	JOSEPH SLATER	2015-08-21	JOSEPH SLATER	2015-08-21
002	2013-01-01	JOSEPH SLATER	2014-09-22	JOSEPH SLATER	2014-09-22
002	2012-01-01	JOSEPH SLATER	2013-10-01
002	2011-09-01	JOSEPH SLATER	2012-10-04
002	2010-09-01	JOSEPH SLATER	2012-03-26
002	2008-09-01	JOSEPH SLATER		JOSEPH SLATER	2010-06-09
002	2008-09-01				2010-06-09
002	2007-09-01	JOSEPH SLATER

Plan Statistics for THE CURTIS INSTITUTE OF MUSIC PENSION PLAN FOR FACULTY MEMBERS

401k plan membership statisitcs for THE CURTIS INSTITUTE OF MUSIC PENSION PLAN FOR FACULTY MEMBERS

Measure Date Value
2008: THE CURTIS INSTITUTE OF MUSIC PENSION PLAN FOR FACULTY MEMBERS 2008 401k membership
Total participants, beginning-of-year 2008-09-01 84
Total number of active participants reported on line 7a of the Form 5500 2008-09-01 87
Total of all active and inactive participants 2008-09-01 87
Total participants 2008-09-01 87
2007: THE CURTIS INSTITUTE OF MUSIC PENSION PLAN FOR FACULTY MEMBERS 2007 401k membership
Total participants, beginning-of-year 2007-09-01 83
Total number of active participants reported on line 7a of the Form 5500 2007-09-01 84
Number of retired or separated participants receiving benefits 2007-09-01 0
Number of other retired or separated participants entitled to future benefits 2007-09-01 0
Total of all active and inactive participants 2007-09-01 84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-09-01 0
Total participants 2007-09-01 84
Number of participants with account balances 2007-09-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-09-01 0

Measure	Date	Value
2008: THE CURTIS INSTITUTE OF MUSIC PENSION PLAN FOR FACULTY MEMBERS 2008 401k membership
Total participants, beginning-of-year	2008-09-01	84
Total number of active participants reported on line 7a of the Form 5500	2008-09-01	87
Total of all active and inactive participants	2008-09-01	87
Total participants	2008-09-01	87
2007: THE CURTIS INSTITUTE OF MUSIC PENSION PLAN FOR FACULTY MEMBERS 2007 401k membership
Total participants, beginning-of-year	2007-09-01	83
Total number of active participants reported on line 7a of the Form 5500	2007-09-01	84
Number of retired or separated participants receiving benefits	2007-09-01	0
Number of other retired or separated participants entitled to future benefits	2007-09-01	0
Total of all active and inactive participants	2007-09-01	84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-09-01	0
Total participants	2007-09-01	84
Number of participants with account balances	2007-09-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-09-01	0

Financial Data on THE CURTIS INSTITUTE OF MUSIC PENSION PLAN FOR FACULTY MEMBERS

Measure	Date	Value
2009 : THE CURTIS INSTITUTE OF MUSIC PENSION PLAN FOR FACULTY MEMBERS 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-08-31	$0
Minimum employer required contribution for this plan year	2009-08-31	$217,828
Amount contributed by the employer to the plan for this plan year	2009-08-31	$217,828

Form 5500 Responses for THE CURTIS INSTITUTE OF MUSIC PENSION PLAN FOR FACULTY MEMBERS

2008: THE CURTIS INSTITUTE OF MUSIC PENSION PLAN FOR FACULTY MEMBERS 2008 form 5500 responses
2008-09-01	Type of plan entity	Single employer plan
2008-09-01	Submission has been amended	Yes
2008-09-01	This submission is the final filing	No
2008-09-01	Plan funding arrangement – Insurance	Yes
2008-09-01	Plan benefit arrangement – Insurance	Yes
2007: THE CURTIS INSTITUTE OF MUSIC PENSION PLAN FOR FACULTY MEMBERS 2007 form 5500 responses
2007-09-01	Type of plan entity	Single employer plan
2007-09-01	Submission has been amended	Yes
2007-09-01	This submission is the final filing	No
2007-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-09-01	Plan is a collectively bargained plan	No
2007-09-01	Plan funding arrangement – Insurance	Yes
2007-09-01	Plan benefit arrangement – Insurance	Yes

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Company Name:	THE CURTIS INSTITUTE OF MUSIC
Employer identification number (EIN):	231585611
NAIC Classification:	611000