?>
Logo

ARIZONA-SONORA DESERT MUSEUM, INC. RETIREMENT PLAN 401k Plan overview

Plan NameARIZONA-SONORA DESERT MUSEUM, INC. RETIREMENT PLAN
Plan identification number 001

ARIZONA-SONORA DESERT MUSEUM, INC. 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.
  • 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.

401k Sponsoring company profile

ARIZONA-SONORA DESERT MUSEUM, INC. has sponsored the creation of one or more 401k plans.

Company Name:ARIZONA-SONORA DESERT MUSEUM, INC.
Employer identification number (EIN):860111675
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ARIZONA-SONORA DESERT MUSEUM, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01AMANDA PERKINS
0012023-01-01
0012023-01-01AMANDA PERKINS
0012022-01-01
0012022-01-01CRAIG IVANYI
0012021-01-01
0012021-01-01CAROLYN CARSON
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MARGARET BUNDY
0012016-01-01MARGARET BUNDY
0012015-01-01MARGARET BUNDY
0012014-01-01MARGARET BUNDY
0012013-01-01MARGARET BUNDY MARGARET BUNDY2014-10-01
0012012-01-01MARGARET BUNDY MARGARET BUNDY2013-09-06
0012011-01-01MARGARET BUNDY
0012009-01-01KATHRYN RISER

Plan Statistics for ARIZONA-SONORA DESERT MUSEUM, INC. RETIREMENT PLAN

401k plan membership statisitcs for ARIZONA-SONORA DESERT MUSEUM, INC. RETIREMENT PLAN

Measure Date Value
2023: ARIZONA-SONORA DESERT MUSEUM, INC. RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01246
Total number of active participants reported on line 7a of the Form 55002023-01-01220
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0145
Total of all active and inactive participants2023-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01265
Number of participants with account balances2023-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: ARIZONA-SONORA DESERT MUSEUM, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01219
Total number of active participants reported on line 7a of the Form 55002022-01-01175
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0156
Total of all active and inactive participants2022-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01231
Number of participants with account balances2022-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ARIZONA-SONORA DESERT MUSEUM, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01198
Total number of active participants reported on line 7a of the Form 55002021-01-01153
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0156
Total of all active and inactive participants2021-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01209
Number of participants with account balances2021-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ARIZONA-SONORA DESERT MUSEUM, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01222
Total number of active participants reported on line 7a of the Form 55002020-01-01133
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0158
Total of all active and inactive participants2020-01-01191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01191
Number of participants with account balances2020-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ARIZONA-SONORA DESERT MUSEUM, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01209
Total number of active participants reported on line 7a of the Form 55002019-01-01167
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0159
Total of all active and inactive participants2019-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01226
Number of participants with account balances2019-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ARIZONA-SONORA DESERT MUSEUM, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01193
Total number of active participants reported on line 7a of the Form 55002018-01-01138
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0165
Total of all active and inactive participants2018-01-01203
Total participants2018-01-01203
Number of participants with account balances2018-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ARIZONA-SONORA DESERT MUSEUM, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01191
Total number of active participants reported on line 7a of the Form 55002017-01-01136
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0159
Total of all active and inactive participants2017-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01195
Number of participants with account balances2017-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ARIZONA-SONORA DESERT MUSEUM, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01194
Total number of active participants reported on line 7a of the Form 55002016-01-01133
Number of other retired or separated participants entitled to future benefits2016-01-0164
Total of all active and inactive participants2016-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01197
Number of participants with account balances2016-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ARIZONA-SONORA DESERT MUSEUM, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01187
Total number of active participants reported on line 7a of the Form 55002015-01-01132
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0160
Total of all active and inactive participants2015-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01192
Number of participants with account balances2015-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ARIZONA-SONORA DESERT MUSEUM, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01177
Total number of active participants reported on line 7a of the Form 55002014-01-01122
Number of retired or separated participants receiving benefits2014-01-0115
Number of other retired or separated participants entitled to future benefits2014-01-0149
Total of all active and inactive participants2014-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01186
Number of participants with account balances2014-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ARIZONA-SONORA DESERT MUSEUM, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01178
Total number of active participants reported on line 7a of the Form 55002013-01-01126
Number of other retired or separated participants entitled to future benefits2013-01-0153
Total of all active and inactive participants2013-01-01179
Total participants2013-01-01179
Number of participants with account balances2013-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ARIZONA-SONORA DESERT MUSEUM, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01171
Total number of active participants reported on line 7a of the Form 55002012-01-01126
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0148
Total of all active and inactive participants2012-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01175
Number of participants with account balances2012-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ARIZONA-SONORA DESERT MUSEUM, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01177
Total number of active participants reported on line 7a of the Form 55002011-01-01120
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0151
Total of all active and inactive participants2011-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01171
Number of participants with account balances2011-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ARIZONA-SONORA DESERT MUSEUM, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01175
Total number of active participants reported on line 7a of the Form 55002009-01-01147
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0149
Total of all active and inactive participants2009-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01196
Number of participants with account balances2009-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ARIZONA-SONORA DESERT MUSEUM, INC. RETIREMENT PLAN

Measure Date Value
2023 : ARIZONA-SONORA DESERT MUSEUM, INC. 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$1,849,935
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,195,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,155,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$563,482
Value of total assets at end of year2023-12-31$8,750,148
Value of total assets at beginning of year2023-12-31$8,095,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$39,743
Total interest from all sources2023-12-31$3,763
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
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$425,205
Participant contributions at end of year2023-12-31$69,043
Participant contributions at beginning of year2023-12-31$39,263
Participant contributions at end of year2023-12-31$14,725
Participant contributions at beginning of year2023-12-31$14,818
Administrative expenses (other) incurred2023-12-31$39,743
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$1,570
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$654,660
Value of net assets at end of year (total assets less liabilities)2023-12-31$8,750,148
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$8,095,488
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$4,476,530
Value of interest in pooled separate accounts at end of year2023-12-31$4,751,681
Value of interest in pooled separate accounts at beginning of year2023-12-31$3,559,530
Interest on participant loans2023-12-31$3,763
Value of interest in common/collective trusts at end of year2023-12-31$2,747,684
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$1,161,798
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$0
Net investment gain/loss from pooled separate accounts2023-12-31$1,282,690
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 contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$138,277
Employer contributions (assets) at end of year2023-12-31$5,217
Employer contributions (assets) at beginning of year2023-12-31$3,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,155,532
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 plan2023-12-31Disclaimer
Accountancy firm name2023-12-31BEACH FLEISCHMAN PLLC
Accountancy firm EIN2023-12-31860683059
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$1,849,935
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$1,195,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$1,155,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$563,482
Value of total assets at end of year2023-01-01$8,750,148
Value of total assets at beginning of year2023-01-01$8,095,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$39,743
Total interest from all sources2023-01-01$3,763
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$425,205
Participant contributions at end of year2023-01-01$69,043
Participant contributions at beginning of year2023-01-01$39,263
Participant contributions at end of year2023-01-01$14,725
Participant contributions at beginning of year2023-01-01$14,818
Administrative expenses (other) incurred2023-01-01$39,743
Total non interest bearing cash at end of year2023-01-01$0
Total non interest bearing cash at beginning of year2023-01-01$1,570
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$654,660
Value of net assets at end of year (total assets less liabilities)2023-01-01$8,750,148
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$8,095,488
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$4,476,530
Value of interest in pooled separate accounts at end of year2023-01-01$4,751,681
Value of interest in pooled separate accounts at beginning of year2023-01-01$3,559,530
Interest on participant loans2023-01-01$3,763
Value of interest in common/collective trusts at end of year2023-01-01$2,747,684
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$1,161,798
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$0
Net investment gain/loss from pooled separate accounts2023-01-01$1,282,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$138,277
Employer contributions (assets) at end of year2023-01-01$5,217
Employer contributions (assets) at beginning of year2023-01-01$3,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$1,155,532
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-013
Accountancy firm name2023-01-01BEACH FLEISCHMAN PLLC
Accountancy firm EIN2023-01-01860683059
2022 : ARIZONA-SONORA DESERT MUSEUM, INC. 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$0
Total income from all sources (including contributions)2022-12-31$-877,243
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$905,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$862,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$527,718
Value of total assets at end of year2022-12-31$8,095,488
Value of total assets at beginning of year2022-12-31$9,878,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$42,880
Total interest from all sources2022-12-31$1,449
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$414,094
Participant contributions at end of year2022-12-31$39,263
Participant contributions at beginning of year2022-12-31$37,604
Participant contributions at end of year2022-12-31$14,818
Participant contributions at beginning of year2022-12-31$14,386
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$15,297
Total non interest bearing cash at end of year2022-12-31$1,570
Total non interest bearing cash at beginning of year2022-12-31$1,585
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,782,542
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,095,488
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,878,030
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,476,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$219,819
Value of interest in pooled separate accounts at end of year2022-12-31$3,559,530
Value of interest in pooled separate accounts at beginning of year2022-12-31$8,462,138
Interest on participant loans2022-12-31$1,449
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,138,875
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-798,525
Net investment gain/loss from pooled separate accounts2022-12-31$-607,885
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$98,327
Employer contributions (assets) at end of year2022-12-31$3,777
Employer contributions (assets) at beginning of year2022-12-31$3,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$862,419
Contract administrator fees2022-12-31$42,880
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31BEACH FLEISCHMAN PLLC
Accountancy firm EIN2022-12-31860683059
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-877,243
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$905,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$862,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$527,718
Value of total assets at end of year2022-01-01$8,095,488
Value of total assets at beginning of year2022-01-01$9,878,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$42,880
Total interest from all sources2022-01-01$1,449
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$414,094
Participant contributions at end of year2022-01-01$39,263
Participant contributions at beginning of year2022-01-01$37,604
Participant contributions at end of year2022-01-01$14,818
Participant contributions at beginning of year2022-01-01$14,386
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$15,297
Total non interest bearing cash at end of year2022-01-01$1,570
Total non interest bearing cash at beginning of year2022-01-01$1,585
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-1,782,542
Value of net assets at end of year (total assets less liabilities)2022-01-01$8,095,488
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$9,878,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$4,476,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$219,819
Value of interest in pooled separate accounts at end of year2022-01-01$3,559,530
Value of interest in pooled separate accounts at beginning of year2022-01-01$8,462,138
Interest on participant loans2022-01-01$1,449
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$1,138,875
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-798,525
Net investment gain/loss from pooled separate accounts2022-01-01$-607,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$98,327
Employer contributions (assets) at end of year2022-01-01$3,777
Employer contributions (assets) at beginning of year2022-01-01$3,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$862,419
Contract administrator fees2022-01-01$42,880
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-013
Accountancy firm name2022-01-01BEACH FLEISCHMAN PLLC
Accountancy firm EIN2022-01-01860683059
2021 : ARIZONA-SONORA DESERT MUSEUM, INC. 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$1,522,197
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$411,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$371,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$469,656
Value of total assets at end of year2021-12-31$9,878,030
Value of total assets at beginning of year2021-12-31$8,767,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$39,794
Total interest from all sources2021-12-31$9,007
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$361,424
Participant contributions at end of year2021-12-31$37,604
Participant contributions at beginning of year2021-12-31$49,669
Participant contributions at end of year2021-12-31$14,386
Participant contributions at beginning of year2021-12-31$10,514
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$10,138
Total non interest bearing cash at end of year2021-12-31$1,585
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,110,896
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,878,030
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,767,134
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$219,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,943,062
Value of interest in pooled separate accounts at end of year2021-12-31$8,462,138
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,381,766
Interest on participant loans2021-12-31$1,935
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$7,072
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,138,875
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,379,043
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$480,643
Net investment gain/loss from pooled separate accounts2021-12-31$562,891
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$98,094
Employer contributions (assets) at end of year2021-12-31$3,623
Employer contributions (assets) at beginning of year2021-12-31$3,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$371,507
Contract administrator fees2021-12-31$39,794
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31BEACH FLEISCHMAN PLLC
Accountancy firm EIN2021-12-31860683059
2020 : ARIZONA-SONORA DESERT MUSEUM, INC. 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$1,571,099
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,756,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,716,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$403,509
Value of total assets at end of year2020-12-31$8,767,134
Value of total assets at beginning of year2020-12-31$8,952,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$39,904
Total interest from all sources2020-12-31$12,144
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$312,593
Participant contributions at end of year2020-12-31$49,669
Participant contributions at beginning of year2020-12-31$43,626
Participant contributions at end of year2020-12-31$10,514
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,421
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$9,636
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-185,742
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,767,134
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,952,876
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$39,904
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,943,062
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,880,499
Value of interest in pooled separate accounts at end of year2020-12-31$4,381,766
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,734,779
Interest on participant loans2020-12-31$1,346
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$10,798
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,379,043
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,284,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$718,069
Net investment gain/loss from pooled separate accounts2020-12-31$437,377
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$89,495
Employer contributions (assets) at end of year2020-12-31$3,080
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,716,937
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31BEACH FLEISCHMAN PC
Accountancy firm EIN2020-12-31860683059
2019 : ARIZONA-SONORA DESERT MUSEUM, INC. 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$1,882,081
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$918,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$878,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$449,373
Value of total assets at end of year2019-12-31$8,952,876
Value of total assets at beginning of year2019-12-31$7,989,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$40,052
Total interest from all sources2019-12-31$1,529
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$326,959
Participant contributions at end of year2019-12-31$43,626
Participant contributions at beginning of year2019-12-31$39,886
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$24,633
Total non interest bearing cash at end of year2019-12-31$9,636
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$963,297
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,952,876
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,989,579
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,880,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,961,578
Value of interest in pooled separate accounts at end of year2019-12-31$3,734,779
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,825,734
Interest on participant loans2019-12-31$1,529
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,284,336
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,162,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$831,962
Net investment gain/loss from pooled separate accounts2019-12-31$599,217
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$97,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$878,732
Contract administrator fees2019-12-31$40,052
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 name2019-12-31BEACH FLEISCHMAN PC
Accountancy firm EIN2019-12-31860683059
2018 : ARIZONA-SONORA DESERT MUSEUM, INC. 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$200,725
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$524,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$484,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$451,080
Value of total assets at end of year2018-12-31$7,989,579
Value of total assets at beginning of year2018-12-31$8,312,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$39,529
Total interest from all sources2018-12-31$1,471
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$125,000
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$328,948
Participant contributions at end of year2018-12-31$39,886
Participant contributions at beginning of year2018-12-31$35,002
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$21,015
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-323,361
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,989,579
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,312,940
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,961,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,464,209
Value of interest in pooled separate accounts at end of year2018-12-31$2,825,734
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,714,103
Interest on participant loans2018-12-31$1,471
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,162,381
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,099,626
Net investment gain/loss from pooled separate accounts2018-12-31$-251,826
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$101,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$484,557
Contract administrator fees2018-12-31$39,529
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31BEACH FLEISCHMAN PC
Accountancy firm EIN2018-12-31860683059
2017 : ARIZONA-SONORA DESERT MUSEUM, INC. 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$1,425,220
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$741,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$711,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$394,053
Value of total assets at end of year2017-12-31$8,312,940
Value of total assets at beginning of year2017-12-31$7,628,957
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$30,004
Total interest from all sources2017-12-31$1,112
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
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$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$125,000
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$292,196
Participant contributions at end of year2017-12-31$35,002
Participant contributions at beginning of year2017-12-31$18,537
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,104
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$683,983
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,312,940
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,628,957
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,464,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,392,300
Value of interest in pooled separate accounts at end of year2017-12-31$2,714,103
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,705,699
Interest on participant loans2017-12-31$1,112
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,099,626
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,512,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$537,521
Net investment gain/loss from pooled separate accounts2017-12-31$492,534
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$99,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$711,233
Contract administrator fees2017-12-31$30,004
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31BEACH FLEISCHMAN PC
Accountancy firm EIN2017-12-31860683059
2016 : ARIZONA-SONORA DESERT MUSEUM, INC. 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$771,054
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$257,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$229,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$357,726
Value of total assets at end of year2016-12-31$7,628,957
Value of total assets at beginning of year2016-12-31$7,115,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$27,959
Total interest from all sources2016-12-31$599
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$125,000
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$257,049
Participant contributions at end of year2016-12-31$18,537
Participant contributions at beginning of year2016-12-31$11,963
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$8,356
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$513,837
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,628,957
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,115,120
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$2,392,300
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$492,787
Value of interest in pooled separate accounts at end of year2016-12-31$3,705,699
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,154,285
Interest on participant loans2016-12-31$599
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,512,421
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,456,085
Net investment gain/loss from pooled separate accounts2016-12-31$412,729
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$92,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$229,258
Contract administrator fees2016-12-31$27,959
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31BEACH FLEISCHMAN PC
Accountancy firm EIN2016-12-31860683059
2015 : ARIZONA-SONORA DESERT MUSEUM, INC. 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$419,595
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$692,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$665,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$333,351
Value of total assets at end of year2015-12-31$7,115,120
Value of total assets at beginning of year2015-12-31$7,387,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$26,930
Total interest from all sources2015-12-31$15,740
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$125,000
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$248,163
Participant contributions at end of year2015-12-31$11,963
Participant contributions at beginning of year2015-12-31$10,198
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-272,504
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,115,120
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,387,624
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
Investment advisory and management fees2015-12-31$26,930
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$492,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,890,167
Value of interest in pooled separate accounts at end of year2015-12-31$5,154,285
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,009,030
Interest on participant loans2015-12-31$378
Interest earned on other investments2015-12-31$15,362
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,456,085
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,478,229
Net investment gain/loss from pooled separate accounts2015-12-31$70,504
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$85,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$665,169
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31BEACH FLEISCHMAN PC
Accountancy firm EIN2015-12-31860683059
2014 : ARIZONA-SONORA DESERT MUSEUM, INC. 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$763,190
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,329,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,315,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$337,491
Value of total assets at end of year2014-12-31$7,387,624
Value of total assets at beginning of year2014-12-31$7,954,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$14,847
Total interest from all sources2014-12-31$22,139
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$125,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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$235,177
Participant contributions at end of year2014-12-31$10,198
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$15,432
Other income not declared elsewhere2014-12-31$53,719
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-566,704
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,387,624
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,954,328
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$4,890,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,597,183
Value of interest in pooled separate accounts at end of year2014-12-31$1,009,030
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,534,589
Interest on participant loans2014-12-31$216
Interest earned on other investments2014-12-31$21,923
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,478,229
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,822,556
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$15,650
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$262,433
Net investment gain/loss from pooled separate accounts2014-12-31$87,408
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$86,882
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,299,397
Contract administrator fees2014-12-31$14,847
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31BEACH FLEISCHMAN PC
Accountancy firm EIN2014-12-31860683059
2013 : ARIZONA-SONORA DESERT MUSEUM, INC. 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$1,425,180
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$858,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$857,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$296,823
Value of total assets at end of year2013-12-31$7,954,328
Value of total assets at beginning of year2013-12-31$7,388,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,514
Total interest from all sources2013-12-31$29,964
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$217,366
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$43,748
Administrative expenses (other) incurred2013-12-31$1,514
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$566,284
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,954,328
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,388,044
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$4,597,183
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,033,652
Value of interest in pooled separate accounts at end of year2013-12-31$1,534,589
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,492,643
Interest earned on other investments2013-12-31$29,964
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,822,556
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,861,749
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$117,826
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$756,970
Net investment gain/loss from pooled separate accounts2013-12-31$297,675
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$79,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$739,556
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 name2013-12-31BEACH FLEISCHMAN PC
Accountancy firm EIN2013-12-31860683059
2012 : ARIZONA-SONORA DESERT MUSEUM, INC. RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$41,139
Total unrealized appreciation/depreciation of assets2012-12-31$41,139
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$963,756
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$236,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$234,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$282,865
Value of total assets at end of year2012-12-31$7,388,044
Value of total assets at beginning of year2012-12-31$6,660,456
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,277
Total interest from all sources2012-12-31$32,522
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
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$260,598
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$4,182
Other income not declared elsewhere2012-12-31$15,840
Administrative expenses (other) incurred2012-12-31$1,277
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$727,588
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,388,044
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,660,456
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$4,033,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,554,100
Value of interest in pooled separate accounts at end of year2012-12-31$1,492,643
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,345,060
Interest on participant loans2012-12-31$44
Interest earned on other investments2012-12-31$32,478
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,861,749
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,757,114
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$432,425
Net investment gain/loss from pooled separate accounts2012-12-31$158,965
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$22,267
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$234,891
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 name2012-12-31BEACH FLEISCHMAN PC
Accountancy firm EIN2012-12-31860683059
2011 : ARIZONA-SONORA DESERT MUSEUM, INC. 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$632,096
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$789,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$784,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$589,225
Value of total assets at end of year2011-12-31$6,660,456
Value of total assets at beginning of year2011-12-31$6,817,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,773
Total interest from all sources2011-12-31$31,277
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
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$278,728
Participant contributions at end of year2011-12-31$4,182
Participant contributions at beginning of year2011-12-31$5,933
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$236,133
Other income not declared elsewhere2011-12-31$39,476
Administrative expenses (other) incurred2011-12-31$4,773
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-157,231
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,660,456
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,817,687
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$3,554,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,560,967
Value of interest in pooled separate accounts at end of year2011-12-31$1,345,060
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,403,423
Interest on participant loans2011-12-31$225
Interest earned on other investments2011-12-31$31,052
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,757,114
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,847,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-54,806
Net investment gain/loss from pooled separate accounts2011-12-31$26,924
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$74,364
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$784,554
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 name2011-12-31BEACH FLEISCHMAN PC
Accountancy firm EIN2011-12-31860683059
2010 : ARIZONA-SONORA DESERT MUSEUM, INC. RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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
Total income from all sources (including contributions)2010-12-31$938,601
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$217,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$216,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$356,311
Value of total assets at end of year2010-12-31$6,817,687
Value of total assets at beginning of year2010-12-31$6,096,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$954
Total interest from all sources2010-12-31$71,763
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
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 period2010-12-31No
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
Contributions received from participants2010-12-31$256,579
Participant contributions at end of year2010-12-31$5,933
Participant contributions at beginning of year2010-12-31$8,845
Administrative expenses (other) incurred2010-12-31$954
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
Value of net income/loss2010-12-31$720,979
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,817,687
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,096,708
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
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,560,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,921,011
Value of interest in pooled separate accounts at end of year2010-12-31$1,403,423
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,432,797
Income. Interest from loans (other than to participants)2010-12-31$216
Interest earned on other investments2010-12-31$71,547
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,847,364
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,730,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$369,318
Net investment gain/loss from pooled separate accounts2010-12-31$141,209
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 contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$99,732
Employer contributions (assets) at beginning of year2010-12-31$3,691
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$216,668
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
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 name2010-12-31BEACHFLEISCHMAN PC
Accountancy firm EIN2010-12-31860683059
2009 : ARIZONA-SONORA DESERT MUSEUM, INC. 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 ARIZONA-SONORA DESERT MUSEUM, INC. RETIREMENT PLAN

2023: ARIZONA-SONORA DESERT MUSEUM, INC. 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 – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ARIZONA-SONORA DESERT MUSEUM, INC. 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ARIZONA-SONORA DESERT MUSEUM, INC. 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 planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ARIZONA-SONORA DESERT MUSEUM, INC. 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 planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ARIZONA-SONORA DESERT MUSEUM, INC. 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 planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ARIZONA-SONORA DESERT MUSEUM, INC. 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 planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ARIZONA-SONORA DESERT MUSEUM, INC. 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 planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ARIZONA-SONORA DESERT MUSEUM, INC. 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 planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ARIZONA-SONORA DESERT MUSEUM, INC. 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 planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ARIZONA-SONORA DESERT MUSEUM, INC. 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 planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ARIZONA-SONORA DESERT MUSEUM, INC. 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 planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ARIZONA-SONORA DESERT MUSEUM, INC. 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 planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ARIZONA-SONORA DESERT MUSEUM, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ARIZONA-SONORA DESERT MUSEUM, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808924
Policy instance 3
Insurance contract or identification number808924
Number of Individuals Covered111
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
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 Administration1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number369121
Policy instance 2
Insurance contract or identification number369121
Number of Individuals Covered50
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number004275
Policy instance 1
Insurance contract or identification number004275
Number of Individuals Covered12
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808924
Policy instance 3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number369121
Policy instance 2
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number004275
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number004275
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number369121
Policy instance 2
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808924
Policy instance 3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808924
Policy instance 3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number369121
Policy instance 2
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number004275
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808924
Policy instance 3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number369121
Policy instance 2
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number004275
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808924
Policy instance 3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number369121
Policy instance 2
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number004275
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number004275
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number369121
Policy instance 2
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808924
Policy instance 3
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number369121
Policy instance 2
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808924
Policy instance 3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number004275
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number004275
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number369121
Policy instance 2
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number004275
Policy instance 2
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number369121
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number369121
Policy instance 2
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number004275
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number004275
Policy instance 2
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number369121
Policy instance 1

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 S3