401k Plan data: LINDA HALL LIBRARY TRUSTS 403(B) PLAN plan

LINDA HALL LIBRARY TRUSTS 403(B) PLAN 401k Plan overview

Plan Name	LINDA HALL LIBRARY TRUSTS 403(B) PLAN
Plan identification number	002

LINDA HALL LIBRARY TRUSTS 403(B) 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
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

LINDA HALL LIBRARY has sponsored the creation of one or more 401k plans.

Company Name: LINDA HALL LIBRARY

Employer identification number (EIN): 440527122

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LINDA HALL LIBRARY TRUSTS 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01 BRIAN WALTON 2020-07-28
002 2018-01-01 PAULA VOLK 2019-07-11
002 2017-01-01 PAULA VOLK 2018-07-06
002 2016-01-01 PAULA VOLK 2017-07-25
002 2015-01-01 PAULA VOLK 2016-07-21 PAULA VOLK 2016-07-21
002 2014-01-01 PAULA VOLK 2015-07-24 PAULA VOLK 2015-07-24
002 2013-01-01 PAULA VOLK 2014-08-12 PAULA VOLK 2014-08-12
002 2012-01-01 PAULA VOLK 2013-07-23 PAULA VOLK 2013-07-23
002 2011-01-01 PAULA VOLK 2012-10-12 PAULA VOLK 2012-10-12
002 2010-01-01 PAULA VOLK 2011-10-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01	BRIAN WALTON	2020-07-28
002	2018-01-01	PAULA VOLK	2019-07-11
002	2017-01-01	PAULA VOLK	2018-07-06
002	2016-01-01	PAULA VOLK	2017-07-25
002	2015-01-01	PAULA VOLK	2016-07-21	PAULA VOLK	2016-07-21
002	2014-01-01	PAULA VOLK	2015-07-24	PAULA VOLK	2015-07-24
002	2013-01-01	PAULA VOLK	2014-08-12	PAULA VOLK	2014-08-12
002	2012-01-01	PAULA VOLK	2013-07-23	PAULA VOLK	2013-07-23
002	2011-01-01	PAULA VOLK	2012-10-12	PAULA VOLK	2012-10-12
002	2010-01-01	PAULA VOLK	2011-10-12

Potentially related plans

LINDA HALLMAN, DDS, PHD, LLC DEFINED BENEFIT PLAN [EIN = 522265485]

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Company Name:	LINDA HALL LIBRARY
Employer identification number (EIN):	440527122
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations