 |
|
|
|
| Plan Name | GREATER MILWAUKEE FOUNDATION 403B PLAN |
| Plan identification number | 003 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | GREATER MILWAUKEE FOUNDATION |
| Employer identification number (EIN): | 396036407 |
| NAIC Classification: | 813000 |
| NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 003 | 2023-01-01 | KENNETH ROBERTSON | 2024-07-29 | KENNETH ROBERTSON | 2024-07-29 |
| 003 | 2022-01-01 | KENNETH ROBERTSON | 2023-09-27 | KENNETH ROBERTSON | 2023-09-27 |
| 003 | 2021-01-01 | KENNETH ROBERTSON | 2022-10-05 | KENNETH ROBERTSON | 2022-10-05 |
| 003 | 2020-01-01 | KENNETH ROBERTSON | 2021-10-06 | ||
| 003 | 2019-01-01 | KENNETH ROBERTSON | 2020-07-30 | KENNETH ROBERTSON | 2020-07-30 |
| 003 | 2018-01-01 | KEN ROBERTSON | 2019-10-01 | ||
| 003 | 2017-01-01 | KEN ROBERTSON | 2018-10-15 | ||
| 003 | 2016-01-01 | KEN ROBERTSON | 2017-07-19 | ||
| 003 | 2015-01-01 | KEN ROBERTSON | 2016-10-14 | ||
| 003 | 2014-01-01 | PATTI DEW | 2015-06-19 | ||
| 003 | 2013-01-01 | PATTI DEW | 2014-10-14 | ||
| 003 | 2012-01-01 | PATTI DEW | 2013-07-08 | ||
| 003 | 2011-01-01 | PATTI DEW | 2012-04-10 | ||
| 003 | 2010-01-01 | PATTI DEW | 2011-06-20 | ||
| 003 | 2009-01-01 | PATTI DEW |
| Measure | Date | Value |
|---|---|---|
| 2009: GREATER MILWAUKEE FOUNDATION 403B PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 53 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 35 |
| 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 | 20 |
| Total of all active and inactive participants | 2009-01-01 | 55 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 55 |
| Number of participants with account balances | 2009-01-01 | 52 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2009 : GREATER MILWAUKEE FOUNDATION 403B PLAN 2009 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2009: GREATER MILWAUKEE FOUNDATION 403B PLAN 2009 form 5500 responses | ||
|---|---|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 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 – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| 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 | |
| | |
|