Logo

MARK TWAIN HOME FOUNDATION DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameMARK TWAIN HOME FOUNDATION DEFERRED ANNUITY PLAN
Plan identification number 001

MARK TWAIN HOME FOUNDATION DEFERRED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 408 accounts and annuities - See Limited Pension Plan Reporting instructions for pension plan utilizing individual Code section 408 retirement accounts or annuities as the funding vehicle for providing benefits.
  • 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

MARK TWAIN HOME FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:MARK TWAIN HOME FOUNDATION
Employer identification number (EIN):510204690
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Additional information about MARK TWAIN HOME FOUNDATION

Jurisdiction of Incorporation: Missouri Secretary of State
Incorporation Date:
Company Identification Number: N00015892

More information about MARK TWAIN HOME FOUNDATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARK TWAIN HOME FOUNDATION DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JAMES LUNDGREN2023-10-11
0012021-01-01BRENT BLAND2022-07-26 JAMES LUNDGREN2022-07-26
0012020-01-01DENA ELLIS2020-12-23
0012019-01-01DENA ELLIS2020-07-15
0012018-01-01DENA ELLIS2019-05-02
0012017-01-01DENA ELLIS2018-05-31
0012016-01-01DENA ELLIS2017-07-07
0012015-01-01DENA ELLIS2016-04-21
0012014-01-01DENA ELLIS2015-04-24
0012013-01-01DENA ELLIS2014-05-21
0012012-01-01DENA ELLIS2013-04-02
0012011-01-01DENA ELLIS2012-04-09
0012010-01-01DENA ELLIS2011-05-12
0012008-01-01
0012007-01-01DENA ELLIS

Plan Statistics for MARK TWAIN HOME FOUNDATION DEFERRED ANNUITY PLAN

401k plan membership statisitcs for MARK TWAIN HOME FOUNDATION DEFERRED ANNUITY PLAN

Measure Date Value
2007: MARK TWAIN HOME FOUNDATION DEFERRED ANNUITY PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-014
Total number of active participants reported on line 7a of the Form 55002007-01-014
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-010
Total of all active and inactive participants2007-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-014
Number of participants with account balances2007-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010

Form 5500 Responses for MARK TWAIN HOME FOUNDATION DEFERRED ANNUITY PLAN

2008: MARK TWAIN HOME FOUNDATION DEFERRED ANNUITY PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2007: MARK TWAIN HOME FOUNDATION DEFERRED ANNUITY PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number732642-001
Policy instance 1
Insurance contract or identification number732642-001
Number of Individuals Covered4
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
Total amount of commissions paid to insurance brokerUSD $168
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $168
Insurance broker organization code?2
Insurance broker nameROBERT PARKER

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1