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THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameTHE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN
Plan identification number 002

THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE CLEVELAND MUSEUM OF ART has sponsored the creation of one or more 401k plans.

Company Name:THE CLEVELAND MUSEUM OF ART
Employer identification number (EIN):340714336
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Additional information about THE CLEVELAND MUSEUM OF ART

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1913-07-02
Company Identification Number: 31359
Legal Registered Office Address: 2900 PUBLIC SQUARE
SUITE 2800
CLEVELAND
United States of America (USA)
44114

More information about THE CLEVELAND MUSEUM OF ART

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MICHAEL F KELLEY EDWARD W. BAUER2018-10-12
0022016-01-01SHARON C REAVES EDWARD W BAUER2017-10-13
0022015-01-01SHARON C. REAVES EDWARD W. BAUER2016-10-14
0022014-01-01SHARON C. REAVES EDWARD W. BAUER2015-10-13
0022013-01-01SHARON REAVES EDWARD W. BAUER2014-10-14
0022012-01-01SHARON C. REAVES EDWARD W. BAUER2013-10-04
0022011-01-01SHARON C. REAVES EDWARD W. BAUER2012-10-10
0022010-01-01SHARON REAVES EDWARD BAUER2011-10-11
0022009-01-01SHARON REAVES EDWARD BAUER2010-10-14

Plan Statistics for THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN

401k plan membership statisitcs for THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN

Measure Date Value
2023: THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01579
Total number of active participants reported on line 7a of the Form 55002023-01-01433
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01146
Total of all active and inactive participants2023-01-01579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01580
Number of participants with account balances2023-01-01456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-017
2022: THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01539
Total number of active participants reported on line 7a of the Form 55002022-01-01390
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01184
Total of all active and inactive participants2022-01-01574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01575
Number of participants with account balances2022-01-01456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01535
Total number of active participants reported on line 7a of the Form 55002021-01-01397
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01131
Total of all active and inactive participants2021-01-01528
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01529
Number of participants with account balances2021-01-01412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0110
2020: THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01557
Total number of active participants reported on line 7a of the Form 55002020-01-01383
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01148
Total of all active and inactive participants2020-01-01531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01533
Number of participants with account balances2020-01-01453
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0111
2019: THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01598
Total number of active participants reported on line 7a of the Form 55002019-01-01424
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01116
Total of all active and inactive participants2019-01-01540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01541
Number of participants with account balances2019-01-01439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01570
Total number of active participants reported on line 7a of the Form 55002018-01-01451
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01141
Total of all active and inactive participants2018-01-01592
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01593
Number of participants with account balances2018-01-01456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01538
Total number of active participants reported on line 7a of the Form 55002017-01-01425
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01134
Total of all active and inactive participants2017-01-01559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01560
Number of participants with account balances2017-01-01440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01527
Total number of active participants reported on line 7a of the Form 55002016-01-01411
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01122
Total of all active and inactive participants2016-01-01533
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01534
Number of participants with account balances2016-01-01414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01475
Total number of active participants reported on line 7a of the Form 55002015-01-01407
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0196
Total of all active and inactive participants2015-01-01503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01505
Number of participants with account balances2015-01-01395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01454
Total number of active participants reported on line 7a of the Form 55002014-01-01385
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0175
Total of all active and inactive participants2014-01-01460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01460
Number of participants with account balances2014-01-01366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01420
Total number of active participants reported on line 7a of the Form 55002013-01-01382
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0161
Total of all active and inactive participants2013-01-01443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01443
Number of participants with account balances2013-01-01341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01384
Total number of active participants reported on line 7a of the Form 55002012-01-01359
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0152
Total of all active and inactive participants2012-01-01411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01411
Number of participants with account balances2012-01-01312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01284
Total number of active participants reported on line 7a of the Form 55002011-01-01333
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0145
Total of all active and inactive participants2011-01-01378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01379
Number of participants with account balances2011-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01337
Total number of active participants reported on line 7a of the Form 55002010-01-01253
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0124
Total of all active and inactive participants2010-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01277
Number of participants with account balances2010-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0118
2009: THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01301
Total number of active participants reported on line 7a of the Form 55002009-01-01262
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0159
Total of all active and inactive participants2009-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01321
Number of participants with account balances2009-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0126

Financial Data on THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN

Measure Date Value
2023 : THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$5,825,178
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,741,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,682,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,107,612
Value of total assets at end of year2023-12-31$26,733,265
Value of total assets at beginning of year2023-12-31$22,649,376
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$58,381
Total interest from all sources2023-12-31$10,255
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$559,549
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$559,549
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,310,428
Participant contributions at end of year2023-12-31$148,450
Participant contributions at beginning of year2023-12-31$199,660
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$28,051
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$4,083,889
Value of net assets at end of year (total assets less liabilities)2023-12-31$26,733,265
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$22,649,376
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$12,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$24,764,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$20,795,962
Interest on participant loans2023-12-31$10,255
Income. Interest from loans (other than to participants)2023-12-31$0
Value of interest in common/collective trusts at end of year2023-12-31$1,361,681
Value of interest in common/collective trusts at beginning of year2023-12-31$1,254,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$395
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$3,114,748
Net investment gain or loss from common/collective trusts2023-12-31$33,014
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$769,133
Employer contributions (assets) at end of year2023-12-31$457,983
Employer contributions (assets) at beginning of year2023-12-31$398,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,682,908
Contract administrator fees2023-12-31$46,381
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2023-12-31381357951
2022 : THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN 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$0
Total income from all sources (including contributions)2022-12-31$-1,931,999
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$864,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$810,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,982,663
Value of total assets at end of year2022-12-31$22,649,376
Value of total assets at beginning of year2022-12-31$25,445,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$53,312
Total interest from all sources2022-12-31$6,240
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$422,412
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$422,412
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$1,264,062
Participant contributions at end of year2022-12-31$199,660
Participant contributions at beginning of year2022-12-31$79,265
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$23,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,796,132
Value of net assets at end of year (total assets less liabilities)2022-12-31$22,649,376
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$25,445,508
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
Investment advisory and management fees2022-12-31$12,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$20,795,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$24,071,652
Interest on participant loans2022-12-31$6,240
Income. Interest from loans (other than to participants)2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$1,254,885
Value of interest in common/collective trusts at beginning of year2022-12-31$918,183
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,362,631
Net investment gain or loss from common/collective trusts2022-12-31$19,317
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$694,801
Employer contributions (assets) at end of year2022-12-31$398,869
Employer contributions (assets) at beginning of year2022-12-31$376,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$810,821
Contract administrator fees2022-12-31$41,312
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 name2022-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2022-12-31381357951
2021 : THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,966,941
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,603,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,534,048
Value of total corrective distributions2021-12-31$10,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,704,053
Value of total assets at end of year2021-12-31$25,445,508
Value of total assets at beginning of year2021-12-31$23,081,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$58,786
Total interest from all sources2021-12-31$5,213
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$437,141
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$437,141
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$994,267
Participant contributions at end of year2021-12-31$79,265
Participant contributions at beginning of year2021-12-31$120,150
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$72,770
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$2,363,699
Value of net assets at end of year (total assets less liabilities)2021-12-31$25,445,508
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$23,081,809
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
Investment advisory and management fees2021-12-31$12,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$24,071,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$20,851,680
Interest on participant loans2021-12-31$5,213
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$918,183
Value of interest in common/collective trusts at beginning of year2021-12-31$1,733,411
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,804,056
Net investment gain or loss from common/collective trusts2021-12-31$16,478
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$637,016
Employer contributions (assets) at end of year2021-12-31$376,408
Employer contributions (assets) at beginning of year2021-12-31$376,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,534,048
Contract administrator fees2021-12-31$46,786
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 name2021-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2021-12-31381357951
2020 : THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN 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$0
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$4,639,928
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,113,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,063,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,865,737
Value of total assets at end of year2020-12-31$23,081,809
Value of total assets at beginning of year2020-12-31$20,555,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$50,010
Total interest from all sources2020-12-31$8,421
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$332,975
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$332,975
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,080,775
Participant contributions at end of year2020-12-31$120,150
Participant contributions at beginning of year2020-12-31$188,522
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$124,571
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$2,526,320
Value of net assets at end of year (total assets less liabilities)2020-12-31$23,081,809
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$20,555,489
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
Investment advisory and management fees2020-12-31$12,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$20,851,680
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$19,203,279
Interest on participant loans2020-12-31$8,421
Income. Interest from loans (other than to participants)2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$1,733,411
Value of interest in common/collective trusts at beginning of year2020-12-31$798,245
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,403,251
Net investment gain or loss from common/collective trusts2020-12-31$29,544
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$660,391
Employer contributions (assets) at end of year2020-12-31$376,568
Employer contributions (assets) at beginning of year2020-12-31$365,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,063,598
Contract administrator fees2020-12-31$38,010
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 name2020-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2020-12-31381357951
2019 : THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,224,048
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,148,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,073,997
Expenses. Certain deemed distributions of participant loans2019-12-31$5,461
Value of total corrective distributions2019-12-31$7,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,691,822
Value of total assets at end of year2019-12-31$20,555,489
Value of total assets at beginning of year2019-12-31$16,480,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$62,132
Total interest from all sources2019-12-31$11,893
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$406,569
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$406,569
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$971,921
Participant contributions at end of year2019-12-31$188,522
Participant contributions at beginning of year2019-12-31$214,516
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$36,317
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$98,906
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,075,229
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,555,489
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,480,260
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$18,674
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,203,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,742,803
Interest on participant loans2019-12-31$11,893
Income. Interest from loans (other than to participants)2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$798,245
Value of interest in common/collective trusts at beginning of year2019-12-31$1,106,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,092,990
Net investment gain or loss from common/collective trusts2019-12-31$20,774
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$620,995
Employer contributions (assets) at end of year2019-12-31$365,443
Employer contributions (assets) at beginning of year2019-12-31$380,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,073,997
Contract administrator fees2019-12-31$43,458
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2019-12-31381357951
2018 : THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$726,713
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$572,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$509,267
Value of total corrective distributions2018-12-31$8,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,607,428
Value of total assets at end of year2018-12-31$16,480,260
Value of total assets at beginning of year2018-12-31$16,326,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$54,843
Total interest from all sources2018-12-31$8,029
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$344,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$344,831
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$941,514
Participant contributions at end of year2018-12-31$214,516
Participant contributions at beginning of year2018-12-31$183,408
Participant contributions at end of year2018-12-31$36,317
Participant contributions at beginning of year2018-12-31$36,535
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$32,720
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$153,782
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,480,260
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$16,326,478
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$19,946
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$14,742,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$15,099,503
Interest on participant loans2018-12-31$8,029
Value of interest in common/collective trusts at end of year2018-12-31$1,106,341
Value of interest in common/collective trusts at beginning of year2018-12-31$680,921
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,248,320
Net investment gain or loss from common/collective trusts2018-12-31$14,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$633,194
Employer contributions (assets) at end of year2018-12-31$380,283
Employer contributions (assets) at beginning of year2018-12-31$326,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$509,267
Contract administrator fees2018-12-31$34,897
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2018-12-31381357951
2017 : THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,843,945
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,311,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,251,950
Value of total corrective distributions2017-12-31$8,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,559,726
Value of total assets at end of year2017-12-31$16,326,478
Value of total assets at beginning of year2017-12-31$13,793,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$50,385
Total interest from all sources2017-12-31$7,984
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$283,945
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$283,945
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$791,579
Participant contributions at end of year2017-12-31$183,408
Participant contributions at beginning of year2017-12-31$180,373
Participant contributions at end of year2017-12-31$36,535
Participant contributions at beginning of year2017-12-31$28,473
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$228,824
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,532,684
Value of net assets at end of year (total assets less liabilities)2017-12-31$16,326,478
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,793,794
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$15,099,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,534,227
Interest on participant loans2017-12-31$7,984
Income. Interest from loans (other than to participants)2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$680,921
Value of interest in common/collective trusts at beginning of year2017-12-31$744,903
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,981,763
Net investment gain or loss from common/collective trusts2017-12-31$10,527
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$539,323
Employer contributions (assets) at end of year2017-12-31$326,111
Employer contributions (assets) at beginning of year2017-12-31$305,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,251,950
Contract administrator fees2017-12-31$35,385
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2017-12-31381357951
2016 : THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,340,024
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$565,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$546,169
Value of total corrective distributions2016-12-31$991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,280,784
Value of total assets at end of year2016-12-31$13,793,794
Value of total assets at beginning of year2016-12-31$12,019,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$18,097
Total interest from all sources2016-12-31$7,423
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$247,151
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$247,151
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$754,913
Participant contributions at end of year2016-12-31$180,373
Participant contributions at beginning of year2016-12-31$144,463
Participant contributions at end of year2016-12-31$28,473
Participant contributions at beginning of year2016-12-31$3,382
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,158
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,774,767
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,793,794
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,019,027
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$12,534,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,862,136
Interest on participant loans2016-12-31$7,423
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$744,903
Value of interest in common/collective trusts at beginning of year2016-12-31$703,767
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$793,999
Net investment gain or loss from common/collective trusts2016-12-31$10,667
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$522,713
Employer contributions (assets) at end of year2016-12-31$305,818
Employer contributions (assets) at beginning of year2016-12-31$305,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$546,169
Contract administrator fees2016-12-31$18,097
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2016-12-31381357951
2015 : THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,194,343
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$891,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$883,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,272,927
Value of total assets at end of year2015-12-31$12,019,027
Value of total assets at beginning of year2015-12-31$11,716,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,004
Total interest from all sources2015-12-31$5,727
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$225,139
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$225,139
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$739,895
Participant contributions at end of year2015-12-31$144,463
Participant contributions at beginning of year2015-12-31$141,284
Participant contributions at end of year2015-12-31$3,382
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$302,881
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,019,027
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,716,146
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,862,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,723,314
Interest on participant loans2015-12-31$5,727
Income. Interest from loans (other than to participants)2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$703,767
Value of interest in common/collective trusts at beginning of year2015-12-31$563,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-318,634
Net investment gain or loss from common/collective trusts2015-12-31$9,184
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$533,032
Employer contributions (assets) at end of year2015-12-31$305,279
Employer contributions (assets) at beginning of year2015-12-31$288,048
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$883,458
Contract administrator fees2015-12-31$8,004
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2015-12-31381357951
2014 : THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,025,875
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$463,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$459,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,209,926
Value of total assets at end of year2014-12-31$11,716,146
Value of total assets at beginning of year2014-12-31$10,153,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,956
Total interest from all sources2014-12-31$5,177
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$206,400
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$206,400
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$697,868
Participant contributions at end of year2014-12-31$141,284
Participant contributions at beginning of year2014-12-31$109,747
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$6,668
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,562,310
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,716,146
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,153,836
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,723,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,240,499
Interest on participant loans2014-12-31$5,177
Value of interest in common/collective trusts at end of year2014-12-31$563,500
Value of interest in common/collective trusts at beginning of year2014-12-31$541,397
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$583,921
Net investment gain or loss from common/collective trusts2014-12-31$20,451
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$505,390
Employer contributions (assets) at end of year2014-12-31$288,048
Employer contributions (assets) at beginning of year2014-12-31$262,193
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$459,609
Contract administrator fees2014-12-31$3,956
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2014-12-31381357951
2013 : THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,741,151
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$492,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$488,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,179,461
Value of total assets at end of year2013-12-31$10,153,836
Value of total assets at beginning of year2013-12-31$7,905,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,021
Total interest from all sources2013-12-31$4,479
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$168,149
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$168,149
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$670,255
Participant contributions at end of year2013-12-31$109,747
Participant contributions at beginning of year2013-12-31$105,997
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$38,252
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,248,283
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,153,836
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,905,553
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,240,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,101,662
Interest on participant loans2013-12-31$4,479
Value of interest in common/collective trusts at end of year2013-12-31$541,397
Value of interest in common/collective trusts at beginning of year2013-12-31$436,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,384,090
Net investment gain or loss from common/collective trusts2013-12-31$4,972
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$470,954
Employer contributions (assets) at end of year2013-12-31$262,193
Employer contributions (assets) at beginning of year2013-12-31$260,977
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$488,847
Contract administrator fees2013-12-31$4,021
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2013-12-31381357951
2012 : THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,863,145
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$333,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$330,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,086,939
Value of total assets at end of year2012-12-31$7,905,553
Value of total assets at beginning of year2012-12-31$6,376,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,274
Total interest from all sources2012-12-31$3,792
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$152,572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$152,572
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$629,575
Participant contributions at end of year2012-12-31$105,997
Participant contributions at beginning of year2012-12-31$87,032
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$691
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,529,233
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,905,553
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,376,320
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,101,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,580,793
Interest on participant loans2012-12-31$3,792
Value of interest in common/collective trusts at end of year2012-12-31$436,917
Value of interest in common/collective trusts at beginning of year2012-12-31$487,865
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$613,297
Net investment gain or loss from common/collective trusts2012-12-31$6,545
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$456,673
Employer contributions (assets) at end of year2012-12-31$260,977
Employer contributions (assets) at beginning of year2012-12-31$220,630
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$330,638
Contract administrator fees2012-12-31$3,274
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PLANTE AND MORAN PLLC
Accountancy firm EIN2012-12-31381357951
2011 : THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,044,908
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$495,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$487,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,045,611
Value of total assets at end of year2011-12-31$6,376,320
Value of total assets at beginning of year2011-12-31$5,826,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,228
Total interest from all sources2011-12-31$1,877
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$129,358
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$129,358
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$625,470
Participant contributions at end of year2011-12-31$87,032
Participant contributions at beginning of year2011-12-31$36,476
Total non interest bearing cash at beginning of year2011-12-31$5,790,093
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$549,751
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,376,320
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,826,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,580,793
Interest on participant loans2011-12-31$1,877
Value of interest in common/collective trusts at end of year2011-12-31$487,865
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-141,484
Net investment gain/loss from pooled separate accounts2011-12-31$9,546
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$420,141
Employer contributions (assets) at end of year2011-12-31$220,630
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$487,929
Contract administrator fees2011-12-31$7,228
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2011-12-31381357951
2010 : THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,480,279
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$406,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$389,301
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$793,858
Value of total assets at end of year2010-12-31$5,826,569
Value of total assets at beginning of year2010-12-31$4,753,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$17,586
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$14,498
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$77,114
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$77,114
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$566,092
Participant contributions at end of year2010-12-31$36,476
Participant contributions at beginning of year2010-12-31$49,612
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$1,649
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$55,731
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$2,211
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$993
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$5,790,093
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$1,073,392
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,826,569
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,753,177
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,323,288
Interest on participant loans2010-12-31$2,573
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$11,925
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$378,628
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$593,816
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$172,035
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$387,090
Contract administrator fees2010-12-31$17,586
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PLANTE & MORAN PLLC
Accountancy firm EIN2010-12-31381357951
2009 : THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN

2023: THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN 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 planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN 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 planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN 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 planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN 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 planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN 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 planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN 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 planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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 planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE CLEVELAND MUSEUM OF ART 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
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 number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered277
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $10,188
Total amount of fees paid to insurance companyUSD $3,572
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,796
Amount paid for insurance broker fees2596
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE AND PRORATED INCENTIVE, NOT DEDUCTED FROM PLAN
Insurance broker organization code?3
Insurance broker nameEXECUTIVE INSURANCE AGENCY INC

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