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DR PHILLIPS CENTER FOR THE PERFORMING ARTS, INC 401K 401k Plan overview

Plan NameDR PHILLIPS CENTER FOR THE PERFORMING ARTS, INC 401K
Plan identification number 001

DR PHILLIPS CENTER FOR THE PERFORMING ARTS, INC 401K Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

DR. PHILLIPS CENTER FOR THE PERFORMING ARTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:DR. PHILLIPS CENTER FOR THE PERFORMING ARTS, INC.
Employer identification number (EIN):200695917
NAIC Classification:711100
NAIC Description: Performing Arts Companies

Additional information about DR. PHILLIPS CENTER FOR THE PERFORMING ARTS, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2003-09-23
Company Identification Number: N03000008246
Legal Registered Office Address: 359 CAROLINA AVENUE

WINTER PARK

32789

More information about DR. PHILLIPS CENTER FOR THE PERFORMING ARTS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DR PHILLIPS CENTER FOR THE PERFORMING ARTS, INC 401K

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CECILIA KELLY2024-07-15
0012022-01-01
0012022-01-01CECILIA KELLY
0012021-01-01CECILIA KELLY2022-09-15 CECILIA KELLY2022-09-15
0012020-01-01CECILIA KELLY2021-10-06 CECILIA KELLY2021-10-06
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01CECILIA KELLY
0012014-01-01CECILIA KELLY CECELIA KELLY2015-07-27
0012013-01-01CECILIA KELLY
0012012-01-01CECILIA KELLY
0012011-01-01CECILIA KELLY
0012010-01-01CECILIA KELLY
0012009-01-01CECILIA KELLY

Financial Data on DR PHILLIPS CENTER FOR THE PERFORMING ARTS, INC 401K

Measure Date Value
2025 : DR PHILLIPS CENTER FOR THE PERFORMING ARTS, INC 401K 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-110
Total liabilities as of the end of the plan year2025-08-110
Total liabilities as of the beginning of the plan year2025-08-110
Total expenses incurred by plan in this plan year2025-08-11565629
Net assets as of the end of the plan year2025-08-117435555
Total assets as of the beginning of the plan year2025-08-116180037
Value of plan covered by a fidelity bond2025-08-11500000
Participant contributions to plan in this plan year2025-08-11633166
Value of participant loans at end of plan year2025-08-1193208
Other expenses paid from plan in this plan year2025-08-110
Other contributions to plan in this plan year2025-08-1167942
Other income to plan in this plan year2025-08-11689126
Plan net income in this plan year2025-08-111255518
Net assets as of the end of the plan year2025-08-117435555
Net assets as of the beginning of the plan year2025-08-116180037
Employer contributions to plan in this plan year2025-08-11430913
Fees paid to broker by Benefit Provider2025-08-112617
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-113852
2024 : DR PHILLIPS CENTER FOR THE PERFORMING ARTS, INC 401K 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-150
Total liabilities as of the end of the plan year2024-07-150
Total liabilities as of the beginning of the plan year2024-07-150
Total expenses incurred by plan in this plan year2024-07-15488690
Net assets as of the end of the plan year2024-07-156180037
Total assets as of the beginning of the plan year2024-07-154674867
Value of plan covered by a fidelity bond2024-07-15500000
Participant contributions to plan in this plan year2024-07-15578126
Value of participant loans at end of plan year2024-07-1534699
Other expenses paid from plan in this plan year2024-07-150
Other contributions to plan in this plan year2024-07-15185621
Other income to plan in this plan year2024-07-15817748
Plan net income in this plan year2024-07-151505170
Net assets as of the end of the plan year2024-07-156180037
Net assets as of the beginning of the plan year2024-07-154674867
Employer contributions to plan in this plan year2024-07-15412365
Fees paid to broker by Benefit Provider2024-07-152862
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-154227
2022 : DR PHILLIPS CENTER FOR THE PERFORMING ARTS, INC 401K 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$21,352
Total income from all sources (including contributions)2022-12-31$213,073
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$629,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$594,433
Value of total corrective distributions2022-12-31$24,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,152,152
Value of total assets at end of year2022-12-31$4,674,867
Value of total assets at beginning of year2022-12-31$5,112,635
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$10,595
Total interest from all sources2022-12-31$1,275
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$40,925
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$40,925
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$461,071
Participant contributions at end of year2022-12-31$25,184
Participant contributions at beginning of year2022-12-31$25,856
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$377,593
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$21,352
Other income not declared elsewhere2022-12-31$21,980
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-416,416
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,674,867
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,091,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,935,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,086,779
Value of interest in pooled separate accounts at end of year2022-12-31$714,420
Interest on participant loans2022-12-31$1,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,010,460
Net investment gain/loss from pooled separate accounts2022-12-31$7,201
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$313,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$594,433
Contract administrator fees2022-12-31$10,595
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MCDIRMIT DAVIS LLC
Accountancy firm EIN2022-12-31260004117
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$21,352
Total income from all sources (including contributions)2022-01-01$213,073
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$629,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$594,433
Value of total corrective distributions2022-01-01$24,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$1,152,152
Value of total assets at end of year2022-01-01$4,674,867
Value of total assets at beginning of year2022-01-01$5,112,635
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$10,595
Total interest from all sources2022-01-01$1,275
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$40,925
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$40,925
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$461,071
Participant contributions at end of year2022-01-01$25,184
Participant contributions at beginning of year2022-01-01$25,856
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$377,593
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-01$21,352
Other income not declared elsewhere2022-01-01$21,980
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-416,416
Value of net assets at end of year (total assets less liabilities)2022-01-01$4,674,867
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$5,091,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$3,935,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$5,086,779
Value of interest in pooled separate accounts at end of year2022-01-01$714,420
Interest on participant loans2022-01-01$1,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-1,010,460
Net investment gain/loss from pooled separate accounts2022-01-01$7,201
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$313,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$594,433
Contract administrator fees2022-01-01$10,595
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01MCDIRMIT DAVIS LLC
Accountancy firm EIN2022-01-01260004117
2021 : DR PHILLIPS CENTER FOR THE PERFORMING ARTS, INC 401K 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$21,352
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$21,352
Total income from all sources (including contributions)2021-12-31$1,340,175
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$923,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$910,756
Expenses. Certain deemed distributions of participant loans2021-12-31$1,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$712,705
Value of total assets at end of year2021-12-31$5,112,635
Value of total assets at beginning of year2021-12-31$4,696,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$11,809
Total interest from all sources2021-12-31$1,735
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$98,154
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$98,154
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$470,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$275,404
Participant contributions at beginning of year2021-12-31$5,670
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$241,392
Assets. Loans (other than to participants) at end of year2021-12-31$25,856
Assets. Loans (other than to participants) at beginning of year2021-12-31$43,978
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$21,352
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$21,352
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$416,330
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,091,283
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,674,953
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,086,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,615,736
Value of interest in pooled separate accounts at beginning of year2021-12-31$30,921
Interest on participant loans2021-12-31$1,735
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$527,724
Net investment gain/loss from pooled separate accounts2021-12-31$-143
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$195,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$910,756
Contract administrator fees2021-12-31$11,809
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MCDIRMIT DAVIS, LLC
Accountancy firm EIN2021-12-31260004117
2020 : DR PHILLIPS CENTER FOR THE PERFORMING ARTS, INC 401K 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$21,352
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,070,424
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$340,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$330,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$445,350
Value of total assets at end of year2020-12-31$4,696,305
Value of total assets at beginning of year2020-12-31$3,944,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$10,122
Total interest from all sources2020-12-31$2,738
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$52,388
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$52,388
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$470,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$283,216
Participant contributions at end of year2020-12-31$5,670
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$16,134
Assets. Loans (other than to participants) at end of year2020-12-31$43,978
Assets. Loans (other than to participants) at beginning of year2020-12-31$58,227
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$21,352
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$730,147
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,674,953
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,944,806
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,615,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,885,895
Value of interest in pooled separate accounts at end of year2020-12-31$30,921
Value of interest in pooled separate accounts at beginning of year2020-12-31$684
Interest on participant loans2020-12-31$2,738
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$569,948
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$146,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$330,155
Contract administrator fees2020-12-31$10,122
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MCDIRMIT DAVIS, LLC
Accountancy firm EIN2020-12-31260004117
2015 : DR PHILLIPS CENTER FOR THE PERFORMING ARTS, INC 401K 2015 401k financial data
Total income from all sources2015-12-31$233,109
Expenses. Total of all expenses incurred2015-12-31$130,086
Benefits paid (including direct rollovers)2015-12-31$130,036
Total plan assets at end of year2015-12-31$980,641
Total plan assets at beginning of year2015-12-31$877,618
Total contributions received or receivable from participants2015-12-31$120,449
Contributions received from other sources (not participants or employers)2015-12-31$29,150
Other income received2015-12-31$-23,352
Net income (gross income less expenses)2015-12-31$103,023
Net plan assets at end of year (total assets less liabilities)2015-12-31$980,641
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$877,618
Assets. Value of participant loans2015-12-31$2,127
Total contributions received or receivable from employer(s)2015-12-31$106,862
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$50
2014 : DR PHILLIPS CENTER FOR THE PERFORMING ARTS, INC 401K 2014 401k financial data
Total income from all sources2014-12-31$288,853
Expenses. Total of all expenses incurred2014-12-31$96,370
Benefits paid (including direct rollovers)2014-12-31$96,370
Total plan assets at end of year2014-12-31$877,618
Total plan assets at beginning of year2014-12-31$685,135
Total contributions received or receivable from participants2014-12-31$111,452
Contributions received from other sources (not participants or employers)2014-12-31$57,663
Other income received2014-12-31$21,174
Net income (gross income less expenses)2014-12-31$192,483
Net plan assets at end of year (total assets less liabilities)2014-12-31$877,618
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$685,135
Total contributions received or receivable from employer(s)2014-12-31$98,564
2013 : DR PHILLIPS CENTER FOR THE PERFORMING ARTS, INC 401K 2013 401k financial data
Total income from all sources2013-12-31$230,759
Expenses. Total of all expenses incurred2013-12-31$2,011
Benefits paid (including direct rollovers)2013-12-31$1,961
Total plan assets at end of year2013-12-31$685,135
Total plan assets at beginning of year2013-12-31$456,387
Total contributions received or receivable from participants2013-12-31$88,478
Other income received2013-12-31$75,553
Net income (gross income less expenses)2013-12-31$228,748
Net plan assets at end of year (total assets less liabilities)2013-12-31$685,135
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$456,387
Total contributions received or receivable from employer(s)2013-12-31$66,728
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$50
2012 : DR PHILLIPS CENTER FOR THE PERFORMING ARTS, INC 401K 2012 401k financial data
Total income from all sources2012-12-31$163,647
Expenses. Total of all expenses incurred2012-12-31$133,482
Benefits paid (including direct rollovers)2012-12-31$133,382
Total plan assets at end of year2012-12-31$456,387
Total plan assets at beginning of year2012-12-31$426,222
Total contributions received or receivable from participants2012-12-31$65,444
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$44,594
Net income (gross income less expenses)2012-12-31$30,165
Net plan assets at end of year (total assets less liabilities)2012-12-31$456,387
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$426,222
Assets. Value of participant loans2012-12-31$3,304
Total contributions received or receivable from employer(s)2012-12-31$53,609
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$100
2011 : DR PHILLIPS CENTER FOR THE PERFORMING ARTS, INC 401K 2011 401k financial data
Total income from all sources2011-12-31$104,414
Expenses. Total of all expenses incurred2011-12-31$45,830
Benefits paid (including direct rollovers)2011-12-31$42,970
Total plan assets at end of year2011-12-31$426,222
Total plan assets at beginning of year2011-12-31$367,638
Total contributions received or receivable from participants2011-12-31$68,462
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-22,711
Net income (gross income less expenses)2011-12-31$58,584
Net plan assets at end of year (total assets less liabilities)2011-12-31$426,222
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$367,638
Assets. Value of participant loans2011-12-31$28,072
Total contributions received or receivable from employer(s)2011-12-31$58,663
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$2,760
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$100
2010 : DR PHILLIPS CENTER FOR THE PERFORMING ARTS, INC 401K 2010 401k financial data
Total income from all sources2010-12-31$168,308
Expenses. Total of all expenses incurred2010-12-31$14,137
Benefits paid (including direct rollovers)2010-12-31$13,745
Total plan assets at end of year2010-12-31$367,638
Total plan assets at beginning of year2010-12-31$213,467
Total contributions received or receivable from participants2010-12-31$68,074
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$44,918
Net income (gross income less expenses)2010-12-31$154,171
Net plan assets at end of year (total assets less liabilities)2010-12-31$367,638
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$213,467
Assets. Value of participant loans2010-12-31$12,551
Total contributions received or receivable from employer(s)2010-12-31$55,316
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$342
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$50

Form 5500 Responses for DR PHILLIPS CENTER FOR THE PERFORMING ARTS, INC 401K

2022: DR PHILLIPS CENTER FOR THE PERFORMING ARTS, INC 401K 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DR PHILLIPS CENTER FOR THE PERFORMING ARTS, INC 401K 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DR PHILLIPS CENTER FOR THE PERFORMING ARTS, INC 401K 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2015: DR PHILLIPS CENTER FOR THE PERFORMING ARTS, INC 401K 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DR PHILLIPS CENTER FOR THE PERFORMING ARTS, INC 401K 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DR PHILLIPS CENTER FOR THE PERFORMING ARTS, INC 401K 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DR PHILLIPS CENTER FOR THE PERFORMING ARTS, INC 401K 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DR PHILLIPS CENTER FOR THE PERFORMING ARTS, INC 401K 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: DR PHILLIPS CENTER FOR THE PERFORMING ARTS, INC 401K 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DR PHILLIPS CENTER FOR THE PERFORMING ARTS, INC 401K 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number622651
Policy instance 1
Insurance contract or identification number622651
Number of Individuals Covered141
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,125
Total amount of fees paid to insurance companyUSD $186
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number622561
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number622561
Policy instance 1

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