401k Plan data: THE MAHONING VALLEY HISTORICAL SOCIETY 401(K) PLAN plan

THE MAHONING VALLEY HISTORICAL SOCIETY 401(K) PLAN 401k Plan overview

Plan Name	THE MAHONING VALLEY HISTORICAL SOCIETY 401(K) PLAN
Plan identification number	001

THE MAHONING VALLEY HISTORICAL SOCIETY 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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 MAHONING VALLEY HISTORICAL SOCIETY has sponsored the creation of one or more 401k plans.

Company Name: THE MAHONING VALLEY HISTORICAL SOCIETY

Employer identification number (EIN): 340872868

NAIC Classification: 921000

Additional information about THE MAHONING VALLEY HISTORICAL SOCIETY

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date:

Company Identification Number: 25617

Legal Registered Office Address: 648 WICK AVE.
-
YOUNGSTOWN
United States of America (USA)
44502

More information about THE MAHONING VALLEY HISTORICAL SOCIETY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE MAHONING VALLEY HISTORICAL SOCIETY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 H. WILLIAM LAWSON 2024-07-10
001 2022-01-01 H. WILLIAM LAWSON 2023-07-19
001 2021-01-01 H. WILLIAM LAWSON 2022-07-19
001 2020-01-01 H. WILLIAM LAWSON 2021-07-06
001 2019-01-01 H. WILLIAM LAWSON, TRUSTEE 2020-07-22 H. WILLIAM LAWSON, TRUSTEE 2020-07-22
001 2018-01-01 H. WILLIAM LAWSON, TRUSTEE 2019-07-25 H. WILLIAM LAWSON, TRUSTEE 2019-07-25
001 2017-01-01 H. WILLIAM LAWSON, TRUSTEE 2018-09-25 H. WILLIAM LAWSON, TRUSTEE 2018-09-25
001 2016-01-01 H. WILLIAM LAWSON, TRUSTEE 2017-07-19 H. WILLIAM LAWSON, TRUSTEE 2017-07-19
001 2015-01-01 H. WILLIAM LAWSON, TRUSTEE 2016-07-12 H. WILLIAM LAWSON, TRUSTEE 2016-07-12
001 2014-01-01 H. WILLIAM LAWSON, TRUSTEE 2015-07-16 H. WILLIAM LAWSON, TRUSTEE 2015-07-16
001 2013-01-01 H. WILLIAM LAWSON, TRUSTEE 2014-07-21 H. WILLIAM LAWSON, TRUSTEE 2014-07-21
001 2012-01-01 H. WILLIAM LAWSON, TRUSTEE 2013-07-17 H. WILLIAM LAWSON, TRUSTEE 2013-07-17
001 2011-01-01 H. WILLIAM LAWSON, TRUSTEE 2012-07-10 H. WILLIAM LAWSON, TRUSTEE 2012-07-10
001 2010-01-01 H. WILLIAM LAWSON, TRUSTEE 2011-07-26 H. WILLIAM LAWSON, TRUSTEE 2011-07-26
001 2009-01-01 H. WILLIAM LAWSON, TRUSTEE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	H. WILLIAM LAWSON	2024-07-10
001	2022-01-01	H. WILLIAM LAWSON	2023-07-19
001	2021-01-01	H. WILLIAM LAWSON	2022-07-19
001	2020-01-01	H. WILLIAM LAWSON	2021-07-06
001	2019-01-01	H. WILLIAM LAWSON, TRUSTEE	2020-07-22	H. WILLIAM LAWSON, TRUSTEE	2020-07-22
001	2018-01-01	H. WILLIAM LAWSON, TRUSTEE	2019-07-25	H. WILLIAM LAWSON, TRUSTEE	2019-07-25
001	2017-01-01	H. WILLIAM LAWSON, TRUSTEE	2018-09-25	H. WILLIAM LAWSON, TRUSTEE	2018-09-25
001	2016-01-01	H. WILLIAM LAWSON, TRUSTEE	2017-07-19	H. WILLIAM LAWSON, TRUSTEE	2017-07-19
001	2015-01-01	H. WILLIAM LAWSON, TRUSTEE	2016-07-12	H. WILLIAM LAWSON, TRUSTEE	2016-07-12
001	2014-01-01	H. WILLIAM LAWSON, TRUSTEE	2015-07-16	H. WILLIAM LAWSON, TRUSTEE	2015-07-16
001	2013-01-01	H. WILLIAM LAWSON, TRUSTEE	2014-07-21	H. WILLIAM LAWSON, TRUSTEE	2014-07-21
001	2012-01-01	H. WILLIAM LAWSON, TRUSTEE	2013-07-17	H. WILLIAM LAWSON, TRUSTEE	2013-07-17
001	2011-01-01	H. WILLIAM LAWSON, TRUSTEE	2012-07-10	H. WILLIAM LAWSON, TRUSTEE	2012-07-10
001	2010-01-01	H. WILLIAM LAWSON, TRUSTEE	2011-07-26	H. WILLIAM LAWSON, TRUSTEE	2011-07-26
001	2009-01-01	H. WILLIAM LAWSON, TRUSTEE

Plan Statistics for THE MAHONING VALLEY HISTORICAL SOCIETY 401(K) PLAN

401k plan membership statisitcs for THE MAHONING VALLEY HISTORICAL SOCIETY 401(K) PLAN

Measure Date Value
2009: THE MAHONING VALLEY HISTORICAL SOCIETY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 10
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 10
Number of participants with account balances 2009-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2009: THE MAHONING VALLEY HISTORICAL SOCIETY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	10
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	10
Number of participants with account balances	2009-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Form 5500 Responses for THE MAHONING VALLEY HISTORICAL SOCIETY 401(K) PLAN

2009: THE MAHONING VALLEY HISTORICAL SOCIETY 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

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Company Name:	THE MAHONING VALLEY HISTORICAL SOCIETY
Employer identification number (EIN):	340872868
NAIC Classification:	921000

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:
Company Identification Number:	25617
Legal Registered Office Address:	648 WICK AVE. - YOUNGSTOWN United States of America (USA) 44502