401k Plan data: MASSACHUSETTS HISTORICAL SOCIETY TDA PLAN plan

MASSACHUSETTS HISTORICAL SOCIETY TDA PLAN 401k Plan overview

Plan Name	MASSACHUSETTS HISTORICAL SOCIETY TDA PLAN
Plan identification number	002

MASSACHUSETTS HISTORICAL SOCIETY TDA PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
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

MASSACHUSETTS HISTORICAL SOCIETY has sponsored the creation of one or more 401k plans.

Company Name: MASSACHUSETTS HISTORICAL SOCIETY

Employer identification number (EIN): 042108374

NAIC Classification: 712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MASSACHUSETTS HISTORICAL SOCIETY TDA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2013-07-01 PETER HOOD
002 2012-07-01 PETER HOOD
002 2011-07-01 PETER HOOD
002 2010-07-01 PETER HOOD
002 2009-07-01 PETER HOOD
002 2009-01-01 PETER HOOD

Plan id#	Filing Submission Date	Name of Administrator
002	2013-07-01	PETER HOOD
002	2012-07-01	PETER HOOD
002	2011-07-01	PETER HOOD
002	2010-07-01	PETER HOOD
002	2009-07-01	PETER HOOD
002	2009-01-01	PETER HOOD

Plan Statistics for MASSACHUSETTS HISTORICAL SOCIETY TDA PLAN

401k plan membership statisitcs for MASSACHUSETTS HISTORICAL SOCIETY TDA PLAN

Measure Date Value
2013: MASSACHUSETTS HISTORICAL SOCIETY TDA PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 44
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 0
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 0
Total of all active and inactive participants 2013-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 0
Number of participants with account balances 2013-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: MASSACHUSETTS HISTORICAL SOCIETY TDA PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 42
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 34
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 10
Total of all active and inactive participants 2012-07-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 44
Number of participants with account balances 2012-07-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: MASSACHUSETTS HISTORICAL SOCIETY TDA PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 40
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 37
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 5
Total of all active and inactive participants 2011-07-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 42
Number of participants with account balances 2011-07-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: MASSACHUSETTS HISTORICAL SOCIETY TDA PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 38
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 36
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 4
Total of all active and inactive participants 2010-07-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 40
Number of participants with account balances 2010-07-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0
2009: MASSACHUSETTS HISTORICAL SOCIETY TDA PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 38
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 34
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 4
Total of all active and inactive participants 2009-07-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 38
Number of participants with account balances 2009-07-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0
Total participants, beginning-of-year 2009-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 34
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 5
Total of all active and inactive participants 2009-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 39
Number of participants with account balances 2009-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: MASSACHUSETTS HISTORICAL SOCIETY TDA PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	44
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	0
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	0
Total of all active and inactive participants	2013-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	0
Number of participants with account balances	2013-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: MASSACHUSETTS HISTORICAL SOCIETY TDA PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	42
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	34
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	10
Total of all active and inactive participants	2012-07-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	44
Number of participants with account balances	2012-07-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: MASSACHUSETTS HISTORICAL SOCIETY TDA PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	40
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	37
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	5
Total of all active and inactive participants	2011-07-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	42
Number of participants with account balances	2011-07-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: MASSACHUSETTS HISTORICAL SOCIETY TDA PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	38
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	36
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	4
Total of all active and inactive participants	2010-07-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	40
Number of participants with account balances	2010-07-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0
2009: MASSACHUSETTS HISTORICAL SOCIETY TDA PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	38
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	34
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	4
Total of all active and inactive participants	2009-07-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	38
Number of participants with account balances	2009-07-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0
Total participants, beginning-of-year	2009-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	34
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	5
Total of all active and inactive participants	2009-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	39
Number of participants with account balances	2009-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MASSACHUSETTS HISTORICAL SOCIETY TDA PLAN

Measure	Date	Value
2014 : MASSACHUSETTS HISTORICAL SOCIETY TDA PLAN 2014 401k financial data
Transfers to/from the plan	2014-06-30	$-2,396,577
Total income from all sources	2014-06-30	$474,367
Expenses. Total of all expenses incurred	2014-06-30	$8,500
Benefits paid (including direct rollovers)	2014-06-30	$8,500
Total plan assets at end of year	2014-06-30	$0
Total plan assets at beginning of year	2014-06-30	$1,930,710
Total contributions received or receivable from participants	2014-06-30	$174,645
Other income received	2014-06-30	$299,722
Net income (gross income less expenses)	2014-06-30	$465,867
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$1,930,710
2013 : MASSACHUSETTS HISTORICAL SOCIETY TDA PLAN 2013 401k financial data
Total income from all sources	2013-06-30	$343,616
Expenses. Total of all expenses incurred	2013-06-30	$0
Total plan assets at end of year	2013-06-30	$1,930,710
Total plan assets at beginning of year	2013-06-30	$1,587,094
Value of fidelity bond covering the plan	2013-06-30	$500,000
Total contributions received or receivable from participants	2013-06-30	$155,477
Contributions received from other sources (not participants or employers)	2013-06-30	$3,491
Other income received	2013-06-30	$184,648
Net income (gross income less expenses)	2013-06-30	$343,616
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$1,930,710
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$1,587,094
2012 : MASSACHUSETTS HISTORICAL SOCIETY TDA PLAN 2012 401k financial data
Total income from all sources	2012-06-30	$154,873
Expenses. Total of all expenses incurred	2012-06-30	$8,000
Benefits paid (including direct rollovers)	2012-06-30	$8,000
Total plan assets at end of year	2012-06-30	$1,587,094
Total plan assets at beginning of year	2012-06-30	$1,440,221
Value of fidelity bond covering the plan	2012-06-30	$500,000
Total contributions received or receivable from participants	2012-06-30	$134,288
Contributions received from other sources (not participants or employers)	2012-06-30	$444
Other income received	2012-06-30	$20,141
Net income (gross income less expenses)	2012-06-30	$146,873
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$1,587,094
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$1,440,221
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
2011 : MASSACHUSETTS HISTORICAL SOCIETY TDA PLAN 2011 401k financial data
Total income from all sources	2011-06-30	$331,627
Expenses. Total of all expenses incurred	2011-06-30	$1,242
Benefits paid (including direct rollovers)	2011-06-30	$1,242
Total plan assets at end of year	2011-06-30	$1,440,221
Total plan assets at beginning of year	2011-06-30	$1,109,836
Value of fidelity bond covering the plan	2011-06-30	$500,000
Total contributions received or receivable from participants	2011-06-30	$128,500
Other income received	2011-06-30	$203,127
Net income (gross income less expenses)	2011-06-30	$330,385
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$1,440,221
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$1,109,836
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
2010 : MASSACHUSETTS HISTORICAL SOCIETY TDA PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for MASSACHUSETTS HISTORICAL SOCIETY TDA PLAN

2013: MASSACHUSETTS HISTORICAL SOCIETY TDA PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	This submission is the final filing	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: MASSACHUSETTS HISTORICAL SOCIETY TDA PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: MASSACHUSETTS HISTORICAL SOCIETY TDA PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: MASSACHUSETTS HISTORICAL SOCIETY TDA PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: MASSACHUSETTS HISTORICAL SOCIETY TDA PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes
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)	Yes
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:	MASSACHUSETTS HISTORICAL SOCIETY
Employer identification number (EIN):	042108374
NAIC Classification:	712100
NAIC Description:	Museums, Historical Sites, and Similar Institutions