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THE BUTLER INSTITUTE OF AMERICAN ART EMPLOYEES' DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan NameTHE BUTLER INSTITUTE OF AMERICAN ART EMPLOYEES' DEFINED CONTRIBUTION PLAN
Plan identification number 001

THE BUTLER INSTITUTE OF AMERICAN ART EMPLOYEES' DEFINED CONTRIBUTION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE BUTLER INSTITUTE OF AMERICAN ART has sponsored the creation of one or more 401k plans.

Company Name:THE BUTLER INSTITUTE OF AMERICAN ART
Employer identification number (EIN):340748495
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Additional information about THE BUTLER INSTITUTE OF AMERICAN ART

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1919-12-29
Company Identification Number: 89377
Legal Registered Office Address: 524 WICK AVENUE
-
YOUNGSTOWN
United States of America (USA)
445020000

More information about THE BUTLER INSTITUTE OF AMERICAN ART

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BUTLER INSTITUTE OF AMERICAN ART EMPLOYEES' DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ERISA FIDUCIARY SERVICES2024-05-04
0012022-01-01ERISA FIDUCIARY SERVICES, INC2023-06-06
0012021-01-01LOUIS A. ZONA2022-02-18
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01LOUIS ZONA
0012011-01-01LOUIS ZONA
0012009-01-01LOUIS ZONA
0012009-01-01 LOUIS ZONA2010-07-21

Plan Statistics for THE BUTLER INSTITUTE OF AMERICAN ART EMPLOYEES' DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for THE BUTLER INSTITUTE OF AMERICAN ART EMPLOYEES' DEFINED CONTRIBUTION PLAN

Measure Date Value
2014: THE BUTLER INSTITUTE OF AMERICAN ART EMPLOYEES' DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0122
Total number of active participants reported on line 7a of the Form 55002014-01-0122
Total of all active and inactive participants2014-01-0122
Total participants2014-01-0122
Number of participants with account balances2014-01-0122
2013: THE BUTLER INSTITUTE OF AMERICAN ART EMPLOYEES' DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0121
Total number of active participants reported on line 7a of the Form 55002013-01-0122
Total of all active and inactive participants2013-01-0122
Total participants2013-01-0122
Number of participants with account balances2013-01-0121
2012: THE BUTLER INSTITUTE OF AMERICAN ART EMPLOYEES' DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0120
Total number of active participants reported on line 7a of the Form 55002012-01-0121
Total of all active and inactive participants2012-01-0121
Total participants2012-01-0121
Number of participants with account balances2012-01-0121
2011: THE BUTLER INSTITUTE OF AMERICAN ART EMPLOYEES' DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0121
Total number of active participants reported on line 7a of the Form 55002011-01-0120
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0120
Number of participants with account balances2011-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE BUTLER INSTITUTE OF AMERICAN ART EMPLOYEES' DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0122
Total number of active participants reported on line 7a of the Form 55002009-01-0122
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0122
Number of participants with account balances2009-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE BUTLER INSTITUTE OF AMERICAN ART EMPLOYEES' DEFINED CONTRIBUTION PLAN

Measure Date Value
2014 : THE BUTLER INSTITUTE OF AMERICAN ART EMPLOYEES' DEFINED CONTRIBUTION PLAN 2014 401k financial data
Total income from all sources2014-12-31$90,831
Expenses. Total of all expenses incurred2014-12-31$2,110
Benefits paid (including direct rollovers)2014-12-31$2,110
Total plan assets at end of year2014-12-31$910,806
Total plan assets at beginning of year2014-12-31$822,085
Other income received2014-12-31$50,638
Net income (gross income less expenses)2014-12-31$88,721
Net plan assets at end of year (total assets less liabilities)2014-12-31$910,806
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$822,085
Total contributions received or receivable from employer(s)2014-12-31$40,193
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$40,193
Amount contributed by the employer to the plan for this plan year2014-12-31$40,193
2013 : THE BUTLER INSTITUTE OF AMERICAN ART EMPLOYEES' DEFINED CONTRIBUTION PLAN 2013 401k financial data
Total income from all sources2013-12-31$158,042
Total plan assets at end of year2013-12-31$822,085
Total plan assets at beginning of year2013-12-31$664,043
Other income received2013-12-31$122,768
Net income (gross income less expenses)2013-12-31$158,042
Net plan assets at end of year (total assets less liabilities)2013-12-31$822,085
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$664,043
Total contributions received or receivable from employer(s)2013-12-31$35,274
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$35,274
Amount contributed by the employer to the plan for this plan year2013-12-31$35,274
2012 : THE BUTLER INSTITUTE OF AMERICAN ART EMPLOYEES' DEFINED CONTRIBUTION PLAN 2012 401k financial data
Total income from all sources2012-12-31$87,790
Total plan assets at end of year2012-12-31$664,043
Total plan assets at beginning of year2012-12-31$576,253
Other income received2012-12-31$52,903
Net income (gross income less expenses)2012-12-31$87,790
Net plan assets at end of year (total assets less liabilities)2012-12-31$664,043
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$576,253
Total contributions received or receivable from employer(s)2012-12-31$34,887
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$34,887
Amount contributed by the employer to the plan for this plan year2012-12-31$34,887
2011 : THE BUTLER INSTITUTE OF AMERICAN ART EMPLOYEES' DEFINED CONTRIBUTION PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$27,275
Expenses. Total of all expenses incurred2011-12-31$12,284
Benefits paid (including direct rollovers)2011-12-31$12,259
Total plan assets at end of year2011-12-31$576,253
Total plan assets at beginning of year2011-12-31$561,262
Other income received2011-12-31$-7,907
Net income (gross income less expenses)2011-12-31$14,991
Net plan assets at end of year (total assets less liabilities)2011-12-31$576,253
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$561,262
Total contributions received or receivable from employer(s)2011-12-31$35,182
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$35,182
Amount contributed by the employer to the plan for this plan year2011-12-31$35,182
2010 : THE BUTLER INSTITUTE OF AMERICAN ART EMPLOYEES' DEFINED CONTRIBUTION PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$87,964
Expenses. Total of all expenses incurred2010-12-31$8,160
Benefits paid (including direct rollovers)2010-12-31$8,110
Total plan assets at end of year2010-12-31$561,262
Total plan assets at beginning of year2010-12-31$481,458
Other income received2010-12-31$46,160
Net income (gross income less expenses)2010-12-31$79,804
Net plan assets at end of year (total assets less liabilities)2010-12-31$561,262
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$481,458
Total contributions received or receivable from employer(s)2010-12-31$41,804
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$41,804
Amount contributed by the employer to the plan for this plan year2010-12-31$41,804
2009 : THE BUTLER INSTITUTE OF AMERICAN ART EMPLOYEES' DEFINED CONTRIBUTION 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
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$33,616
Amount contributed by the employer to the plan for this plan year2009-12-31$33,616

Form 5500 Responses for THE BUTLER INSTITUTE OF AMERICAN ART EMPLOYEES' DEFINED CONTRIBUTION PLAN

2014: THE BUTLER INSTITUTE OF AMERICAN ART EMPLOYEES' DEFINED CONTRIBUTION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: THE BUTLER INSTITUTE OF AMERICAN ART EMPLOYEES' DEFINED CONTRIBUTION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: THE BUTLER INSTITUTE OF AMERICAN ART EMPLOYEES' DEFINED CONTRIBUTION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: THE BUTLER INSTITUTE OF AMERICAN ART EMPLOYEES' DEFINED CONTRIBUTION 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 planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: THE BUTLER INSTITUTE OF AMERICAN ART EMPLOYEES' DEFINED CONTRIBUTION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 benefit arrangement – InsuranceYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number611579
Policy instance 1
Insurance contract or identification number611579
Number of Individuals Covered22
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $754
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 $754
Insurance broker organization code?3
Insurance broker nameE JEFFREY ROSSI
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number611579
Policy instance 1
Insurance contract or identification number611579
Number of Individuals Covered22
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $640
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 $640
Insurance broker organization code?3
Insurance broker nameE JEFFREY ROSSI
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number611579
Policy instance 1
Insurance contract or identification number611579
Number of Individuals Covered21
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $659
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 $659
Insurance broker organization code?3
Insurance broker nameE JEFFREY ROSSI
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number611579
Policy instance 1
Insurance contract or identification number611579
Number of Individuals Covered20
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $710
Total amount of fees paid to insurance companyUSD $0
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
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number611579
Policy instance 1
Insurance contract or identification number611579
Number of Individuals Covered21
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $920
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 $920
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameE. JEFFREY ROSSI, CHFH, CLU

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