Logo

THE INSTITUTE FOR AMERICAN INDIAN STUDIES 403(B) DC PLAN 401k Plan overview

Plan NameTHE INSTITUTE FOR AMERICAN INDIAN STUDIES 403(B) DC PLAN
Plan identification number 001

THE INSTITUTE FOR AMERICAN INDIAN STUDIES 403(B) DC PLAN Benefits

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

401k Sponsoring company profile

THE INSTITUTE FOR AMERICAN INDIAN STUDIES has sponsored the creation of one or more 401k plans.

Company Name:THE INSTITUTE FOR AMERICAN INDIAN STUDIES
Employer identification number (EIN):237124597
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE INSTITUTE FOR AMERICAN INDIAN STUDIES 403(B) DC PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01EDWARD WHITE2017-10-31
0012015-01-01LISA PIASTUCH2016-07-28 LISA PIASTUCH2016-07-28
0012014-01-01LAURIE P. LAMARRE2015-10-14 LAURIE P. LAMARRE2015-10-14
0012013-01-01ELIZABETH MCCORMICK2014-10-15 ELIZABETH MCCORMICK2014-10-15
0012012-01-01ELIZABETH MCCORMICK2014-01-10
0012010-01-01ROBERT SWEENEY2014-02-25 ROBERT SWEENEY2014-02-25
0012009-01-01ROBERT SWEENEY ROBERT SWEENEY2014-02-25
0012008-01-01ELIZABETH MCCORMICK
0012007-01-01ELIZABETH MCCORMICK
0012006-01-01ELIZABETH MCCORMICK
0012005-01-01ELIZABETH MCCORMICK
0012004-01-01ELIZABETH MCCORMICK
0012003-01-01ELIZABETH MCCORMICK
0012002-01-01ELIZABETH MCCORMICK
0012001-01-01ELIZABETH MCCORMICK
0012000-01-01ELIZABETH MCCORMICK
0011999-01-01ELIZABETH MCCORMICK
0011998-01-01ELIZABETH MCCORMICK
0011997-01-01ELIZABETH MCCORMICK
0011996-01-01ELIZABETH MCCORMICK
0011995-01-01ELIZABETH MCCORMICK
0011994-01-01ELIZABETH MCCORMICK
0011993-01-01ELIZABETH MCCORMICK
0011992-01-01ELIZABETH MCCORMICK
0011991-01-01ELIZABETH MCCORMICK
0011990-01-01ELIZABETH MCCORMICK
0011989-01-01ELIZABETH MCCORMICK
0011988-01-01ELIZABETH MCCORMICK
0011987-01-01ELIZABETH MCCORMICK
0011986-10-01ELIZABETH MCCORMICK

Plan Statistics for THE INSTITUTE FOR AMERICAN INDIAN STUDIES 403(B) DC PLAN

401k plan membership statisitcs for THE INSTITUTE FOR AMERICAN INDIAN STUDIES 403(B) DC PLAN

Measure Date Value
2009: THE INSTITUTE FOR AMERICAN INDIAN STUDIES 403(B) DC PLAN 2009 401k membership
Total number of active participants reported on line 7a of the Form 55002009-01-0117
Total of all active and inactive participants2009-01-0117
Total participants2009-01-0117
Number of participants with account balances2009-01-0117
2008: THE INSTITUTE FOR AMERICAN INDIAN STUDIES 403(B) DC PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-0117
Total number of active participants reported on line 7a of the Form 55002008-01-0117
Total of all active and inactive participants2008-01-0117
Total participants2008-01-0117
Number of participants with account balances2008-01-0117
2007: THE INSTITUTE FOR AMERICAN INDIAN STUDIES 403(B) DC PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-0117
Total number of active participants reported on line 7a of the Form 55002007-01-0117
Total of all active and inactive participants2007-01-0117
Total participants2007-01-0117
Number of participants with account balances2007-01-0117
2006: THE INSTITUTE FOR AMERICAN INDIAN STUDIES 403(B) DC PLAN 2006 401k membership
Total participants, beginning-of-year2006-01-0117
Total number of active participants reported on line 7a of the Form 55002006-01-0117
Total of all active and inactive participants2006-01-0117
Total participants2006-01-0117
Number of participants with account balances2006-01-0117
2005: THE INSTITUTE FOR AMERICAN INDIAN STUDIES 403(B) DC PLAN 2005 401k membership
Total participants, beginning-of-year2005-01-0117
Total number of active participants reported on line 7a of the Form 55002005-01-0117
Total of all active and inactive participants2005-01-0117
Total participants2005-01-0117
Number of participants with account balances2005-01-0117
2004: THE INSTITUTE FOR AMERICAN INDIAN STUDIES 403(B) DC PLAN 2004 401k membership
Total participants, beginning-of-year2004-01-0117
Total number of active participants reported on line 7a of the Form 55002004-01-0117
Total of all active and inactive participants2004-01-0117
Total participants2004-01-0117
Number of participants with account balances2004-01-0117
2003: THE INSTITUTE FOR AMERICAN INDIAN STUDIES 403(B) DC PLAN 2003 401k membership
Total participants, beginning-of-year2003-01-0117
Total number of active participants reported on line 7a of the Form 55002003-01-0117
Total of all active and inactive participants2003-01-0117
Total participants2003-01-0117
Number of participants with account balances2003-01-0117
2002: THE INSTITUTE FOR AMERICAN INDIAN STUDIES 403(B) DC PLAN 2002 401k membership
Total participants, beginning-of-year2002-01-0117
Total number of active participants reported on line 7a of the Form 55002002-01-0117
Total of all active and inactive participants2002-01-0117
Total participants2002-01-0117
Number of participants with account balances2002-01-0117
2001: THE INSTITUTE FOR AMERICAN INDIAN STUDIES 403(B) DC PLAN 2001 401k membership
Total participants, beginning-of-year2001-01-0117
Total number of active participants reported on line 7a of the Form 55002001-01-0117
Total of all active and inactive participants2001-01-0117
Total participants2001-01-0117
Number of participants with account balances2001-01-0117

Financial Data on THE INSTITUTE FOR AMERICAN INDIAN STUDIES 403(B) DC PLAN

Measure Date Value
2009 : THE INSTITUTE FOR AMERICAN INDIAN STUDIES 403(B) DC PLAN 2009 401k financial data
Total income from all sources2009-12-31$17,250
Expenses. Total of all expenses incurred2009-12-31$0
Total plan assets at end of year2009-12-31$490,803
Total plan assets at beginning of year2009-12-31$473,553
Other income received2009-12-31$10,107
Net income (gross income less expenses)2009-12-31$17,250
Net plan assets at end of year (total assets less liabilities)2009-12-31$490,803
Net plan assets at beginning of year (total assets less liabilities)2009-12-31$473,553
Total contributions received or receivable from employer(s)2009-12-31$7,143
2008 : THE INSTITUTE FOR AMERICAN INDIAN STUDIES 403(B) DC PLAN 2008 401k financial data
Total income from all sources2008-12-31$16,732
Total plan assets at end of year2008-12-31$473,553
Total plan assets at beginning of year2008-12-31$456,821
Other income received2008-12-31$9,804
Net income (gross income less expenses)2008-12-31$16,732
Net plan assets at end of year (total assets less liabilities)2008-12-31$473,553
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$456,821
Total contributions received or receivable from employer(s)2008-12-31$6,928
2007 : THE INSTITUTE FOR AMERICAN INDIAN STUDIES 403(B) DC PLAN 2007 401k financial data
Total income from all sources2007-12-31$16,231
Total plan assets at end of year2007-12-31$456,821
Total plan assets at beginning of year2007-12-31$440,590
Other income received2007-12-31$9,303
Net income (gross income less expenses)2007-12-31$16,231
Net plan assets at end of year (total assets less liabilities)2007-12-31$456,821
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$440,590
Total contributions received or receivable from employer(s)2007-12-31$6,928
2006 : THE INSTITUTE FOR AMERICAN INDIAN STUDIES 403(B) DC PLAN 2006 401k financial data
Total income from all sources2006-12-31$15,744
Total plan assets at end of year2006-12-31$440,590
Total plan assets at beginning of year2006-12-31$424,846
Other income received2006-12-31$9,225
Net income (gross income less expenses)2006-12-31$15,744
Net plan assets at end of year (total assets less liabilities)2006-12-31$440,590
Net plan assets at beginning of year (total assets less liabilities)2006-12-31$424,846
Total contributions received or receivable from employer(s)2006-12-31$6,519
2005 : THE INSTITUTE FOR AMERICAN INDIAN STUDIES 403(B) DC PLAN 2005 401k financial data
Total income from all sources2005-12-31$15,602
Total plan assets at end of year2005-12-31$424,846
Total plan assets at beginning of year2005-12-31$409,244
Other income received2005-12-31$9,176
Net income (gross income less expenses)2005-12-31$15,602
Net plan assets at end of year (total assets less liabilities)2005-12-31$424,846
Net plan assets at beginning of year (total assets less liabilities)2005-12-31$409,244
Total contributions received or receivable from employer(s)2005-12-31$6,426
2004 : THE INSTITUTE FOR AMERICAN INDIAN STUDIES 403(B) DC PLAN 2004 401k financial data
Total income from all sources2004-12-31$15,271
Total plan assets at end of year2004-12-31$409,244
Total plan assets at beginning of year2004-12-31$393,973
Other income received2004-12-31$8,948
Net income (gross income less expenses)2004-12-31$15,271
Net plan assets at end of year (total assets less liabilities)2004-12-31$409,244
Net plan assets at beginning of year (total assets less liabilities)2004-12-31$393,973
Total contributions received or receivable from employer(s)2004-12-31$6,323
2003 : THE INSTITUTE FOR AMERICAN INDIAN STUDIES 403(B) DC PLAN 2003 401k financial data
Total income from all sources2003-12-31$15,161
Total plan assets at end of year2003-12-31$393,973
Total plan assets at beginning of year2003-12-31$378,812
Other income received2003-12-31$8,891
Net income (gross income less expenses)2003-12-31$15,161
Net plan assets at end of year (total assets less liabilities)2003-12-31$393,973
Net plan assets at beginning of year (total assets less liabilities)2003-12-31$378,812
Total contributions received or receivable from employer(s)2003-12-31$6,270
2002 : THE INSTITUTE FOR AMERICAN INDIAN STUDIES 403(B) DC PLAN 2002 401k financial data
Total income from all sources2002-12-31$14,813
Total plan assets at end of year2002-12-31$378,812
Total plan assets at beginning of year2002-12-31$363,999
Other income received2002-12-31$8,680
Net income (gross income less expenses)2002-12-31$14,813
Net plan assets at end of year (total assets less liabilities)2002-12-31$378,812
Net plan assets at beginning of year (total assets less liabilities)2002-12-31$363,999
Total contributions received or receivable from employer(s)2002-12-31$6,133
2001 : THE INSTITUTE FOR AMERICAN INDIAN STUDIES 403(B) DC PLAN 2001 401k financial data
Total income from all sources2001-12-31$14,369
Total plan assets at end of year2001-12-31$363,999
Total plan assets at beginning of year2001-12-31$349,630
Other income received2001-12-31$8,420
Net income (gross income less expenses)2001-12-31$14,369
Net plan assets at end of year (total assets less liabilities)2001-12-31$363,999
Net plan assets at beginning of year (total assets less liabilities)2001-12-31$349,630
Total contributions received or receivable from employer(s)2001-12-31$5,949
2000 : THE INSTITUTE FOR AMERICAN INDIAN STUDIES 403(B) DC PLAN 2000 401k financial data
Total income from all sources2000-12-31$13,505
Total plan assets at end of year2000-12-31$349,630
Total plan assets at beginning of year2000-12-31$336,125
Other income received2000-12-31$7,835
Net income (gross income less expenses)2000-12-31$13,505
Net plan assets at end of year (total assets less liabilities)2000-12-31$349,630
Net plan assets at beginning of year (total assets less liabilities)2000-12-31$336,125
Total contributions received or receivable from employer(s)2000-12-31$5,670
1999 : THE INSTITUTE FOR AMERICAN INDIAN STUDIES 403(B) DC PLAN 1999 401k financial data
Total income from all sources1999-12-31$13,519
Total plan assets at end of year1999-12-31$366,456
Total plan assets at beginning of year1999-12-31$352,937
Other income received1999-12-31$7,922
Net income (gross income less expenses)1999-12-31$13,519
Net plan assets at end of year (total assets less liabilities)1999-12-31$366,456
Net plan assets at beginning of year (total assets less liabilities)1999-12-31$352,937
Total contributions received or receivable from employer(s)1999-12-31$5,597
1998 : THE INSTITUTE FOR AMERICAN INDIAN STUDIES 403(B) DC PLAN 1998 401k financial data
Total income from all sources1998-12-31$13,113
Total plan assets at end of year1998-12-31$322,188
Total plan assets at beginning of year1998-12-31$309,075
Other income received1998-12-31$7,684
Net income (gross income less expenses)1998-12-31$13,113
Net plan assets at end of year (total assets less liabilities)1998-12-31$322,188
Net plan assets at beginning of year (total assets less liabilities)1998-12-31$309,075
Total contributions received or receivable from employer(s)1998-12-31$5,429
1997 : THE INSTITUTE FOR AMERICAN INDIAN STUDIES 403(B) DC PLAN 1997 401k financial data
Total income from all sources1997-12-31$12,719
Total plan assets at end of year1997-12-31$309,075
Total plan assets at beginning of year1997-12-31$296,356
Other income received1997-12-31$7,453
Net income (gross income less expenses)1997-12-31$12,719
Net plan assets at end of year (total assets less liabilities)1997-12-31$309,075
Net plan assets at beginning of year (total assets less liabilities)1997-12-31$296,356
Total contributions received or receivable from employer(s)1997-12-31$5,266
1996 : THE INSTITUTE FOR AMERICAN INDIAN STUDIES 403(B) DC PLAN 1996 401k financial data
Total income from all sources1996-12-31$12,337
Total plan assets at end of year1996-12-31$296,356
Total plan assets at beginning of year1996-12-31$284,019
Other income received1996-12-31$7,229
Net income (gross income less expenses)1996-12-31$12,337
Net plan assets at end of year (total assets less liabilities)1996-12-31$296,356
Net plan assets at beginning of year (total assets less liabilities)1996-12-31$284,019
Total contributions received or receivable from employer(s)1996-12-31$5,108
1995 : THE INSTITUTE FOR AMERICAN INDIAN STUDIES 403(B) DC PLAN 1995 401k financial data
Total income from all sources1995-12-31$12,100
Total plan assets at end of year1995-12-31$284,019
Total plan assets at beginning of year1995-12-31$271,919
Other income received1995-12-31$7,098
Net income (gross income less expenses)1995-12-31$12,100
Net plan assets at end of year (total assets less liabilities)1995-12-31$284,019
Net plan assets at beginning of year (total assets less liabilities)1995-12-31$271,919
Total contributions received or receivable from employer(s)1995-12-31$5,002
1994 : THE INSTITUTE FOR AMERICAN INDIAN STUDIES 403(B) DC PLAN 1994 401k financial data
Total income from all sources1994-12-31$12,103
Total plan assets at end of year1994-12-31$271,919
Total plan assets at beginning of year1994-12-31$259,816
Other income received1994-12-31$7,121
Net income (gross income less expenses)1994-12-31$12,103
Net plan assets at end of year (total assets less liabilities)1994-12-31$271,919
Net plan assets at beginning of year (total assets less liabilities)1994-12-31$259,816
Total contributions received or receivable from employer(s)1994-12-31$4,982
1993 : THE INSTITUTE FOR AMERICAN INDIAN STUDIES 403(B) DC PLAN 1993 401k financial data
Total income from all sources1993-12-31$11,967
Total plan assets at end of year1993-12-31$259,816
Total plan assets at beginning of year1993-12-31$247,849
Other income received1993-12-31$7,012
Net income (gross income less expenses)1993-12-31$11,967
Net plan assets at end of year (total assets less liabilities)1993-12-31$259,816
Net plan assets at beginning of year (total assets less liabilities)1993-12-31$247,849
Total contributions received or receivable from employer(s)1993-12-31$4,955
1992 : THE INSTITUTE FOR AMERICAN INDIAN STUDIES 403(B) DC PLAN 1992 401k financial data
Total income from all sources1992-12-31$11,260
Total plan assets at end of year1992-12-31$247,849
Total plan assets at beginning of year1992-12-31$236,589
Other income received1992-12-31$6,598
Net income (gross income less expenses)1992-12-31$11,260
Net plan assets at end of year (total assets less liabilities)1992-12-31$247,849
Net plan assets at beginning of year (total assets less liabilities)1992-12-31$236,589
Total contributions received or receivable from employer(s)1992-12-31$4,662
1991 : THE INSTITUTE FOR AMERICAN INDIAN STUDIES 403(B) DC PLAN 1991 401k financial data
Total income from all sources1991-12-31$10,922
Total plan assets at end of year1991-12-31$236,589
Total plan assets at beginning of year1991-12-31$225,667
Other income received1991-12-31$6,400
Net income (gross income less expenses)1991-12-31$10,922
Net plan assets at end of year (total assets less liabilities)1991-12-31$236,589
Net plan assets at beginning of year (total assets less liabilities)1991-12-31$225,667
Total contributions received or receivable from employer(s)1991-12-31$4,522
1990 : THE INSTITUTE FOR AMERICAN INDIAN STUDIES 403(B) DC PLAN 1990 401k financial data
Total income from all sources1990-12-31$10,594
Total plan assets at end of year1990-12-31$255,797
Total plan assets at beginning of year1990-12-31$245,203
Other income received1990-12-31$6,208
Net income (gross income less expenses)1990-12-31$10,594
Net plan assets at end of year (total assets less liabilities)1990-12-31$255,797
Net plan assets at beginning of year (total assets less liabilities)1990-12-31$245,203
Total contributions received or receivable from employer(s)1990-12-31$4,386
1989 : THE INSTITUTE FOR AMERICAN INDIAN STUDIES 403(B) DC PLAN 1989 401k financial data
Total income from all sources1989-12-31$10,594
Total plan assets at end of year1989-12-31$225,667
Total plan assets at beginning of year1989-12-31$215,073
Other income received1989-12-31$6,208
Net income (gross income less expenses)1989-12-31$10,594
Net plan assets at end of year (total assets less liabilities)1989-12-31$225,667
Net plan assets at beginning of year (total assets less liabilities)1989-12-31$215,073
Total contributions received or receivable from employer(s)1989-12-31$4,386
1988 : THE INSTITUTE FOR AMERICAN INDIAN STUDIES 403(B) DC PLAN 1988 401k financial data
Total income from all sources1988-12-31$9,873
Total plan assets at end of year1988-12-31$204,797
Total plan assets at beginning of year1988-12-31$194,924
Other income received1988-12-31$5,871
Net income (gross income less expenses)1988-12-31$9,873
Net plan assets at end of year (total assets less liabilities)1988-12-31$204,797
Net plan assets at beginning of year (total assets less liabilities)1988-12-31$194,924
Total contributions received or receivable from employer(s)1988-12-31$4,002
1987 : THE INSTITUTE FOR AMERICAN INDIAN STUDIES 403(B) DC PLAN 1987 401k financial data
Total income from all sources1987-12-31$9,873
Total plan assets at end of year1987-12-31$194,924
Total plan assets at beginning of year1987-12-31$185,051
Other income received1987-12-31$5,871
Net income (gross income less expenses)1987-12-31$9,873
Net plan assets at end of year (total assets less liabilities)1987-12-31$194,924
Net plan assets at beginning of year (total assets less liabilities)1987-12-31$185,051
Total contributions received or receivable from employer(s)1987-12-31$4,002
1986 : THE INSTITUTE FOR AMERICAN INDIAN STUDIES 403(B) DC PLAN 1986 401k financial data
Transfers to/from the plan1986-12-31$182,706
Total income from all sources1986-12-31$2,345
Total plan assets at end of year1986-12-31$185,051
Other income received1986-12-31$1,374
Net income (gross income less expenses)1986-12-31$2,345
Net plan assets at end of year (total assets less liabilities)1986-12-31$185,051
Total contributions received or receivable from employer(s)1986-12-31$971

Form 5500 Responses for THE INSTITUTE FOR AMERICAN INDIAN STUDIES 403(B) DC PLAN

2009: THE INSTITUTE FOR AMERICAN INDIAN STUDIES 403(B) DC PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes
1986: THE INSTITUTE FOR AMERICAN INDIAN STUDIES 403(B) DC PLAN 1986 form 5500 responses
1986-10-01This return/report is a short plan year return/report (less than 12 months)Yes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1