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SUDBURY VALLEY TRUSTEES 403(B) PLAN 401k Plan overview

Plan NameSUDBURY VALLEY TRUSTEES 403(B) PLAN
Plan identification number 001

SUDBURY VALLEY TRUSTEES 403(B) PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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.

401k Sponsoring company profile

SUDBURY VALLEY TRUSTEES, INC. has sponsored the creation of one or more 401k plans.

Company Name:SUDBURY VALLEY TRUSTEES, INC.
Employer identification number (EIN):046049963
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUDBURY VALLEY TRUSTEES 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHELLE VANSLETTE2024-09-25
0012022-01-01LISA VERNEGAARD2023-07-19
0012021-01-01LISA VERNEGAARD2022-10-04
0012020-01-01LISA VERNEGAARD2021-10-14
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01RONALD MCADOW2013-05-03
0012011-01-01RONALD MCADOW2012-05-14
0012010-01-01RONALD MCADOW2012-05-14
0012008-01-01RONALD MCADOW
0012007-01-01RONALD MCADOW
0012006-01-01RONALD MCADOW

Form 5500 Responses for SUDBURY VALLEY TRUSTEES 403(B) PLAN

2008: SUDBURY VALLEY TRUSTEES 403(B) PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2007: SUDBURY VALLEY TRUSTEES 403(B) PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2006: SUDBURY VALLEY TRUSTEES 403(B) PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01First time form 5500 has been submittedYes
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo

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