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PORTLAND ART MUSEUM 401(K) RETIREMENT PLAN 401k Plan overview

Plan NamePORTLAND ART MUSEUM 401(K) RETIREMENT PLAN
Plan identification number 003

PORTLAND ART MUSEUM 401(K) 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

PORTLAND ART MUSEUM has sponsored the creation of one or more 401k plans.

Company Name:PORTLAND ART MUSEUM
Employer identification number (EIN):930391604
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Additional information about PORTLAND ART MUSEUM

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1892-12-13
Company Identification Number: 442012
Legal Registered Office Address: 1219 SW PARK AVE

PORTLAND
United States of America (USA)
97205

More information about PORTLAND ART MUSEUM

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PORTLAND ART MUSEUM 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01GARETH NEVITT
0032016-01-01GARETH NEVITT
0032015-01-01GARETH NEVITT GARETH NEVITT2016-07-29
0032014-01-01GARETH NEVITT
0032013-01-01GARETH NEVITT
0032012-01-01DAN ODOHERTY
0032011-01-01DAN ODOHERTY
0032010-01-01DAN ODOHERTY
0032009-07-01DAN ODOHERTY
0032009-07-01DAN ODOHERTY

Plan Statistics for PORTLAND ART MUSEUM 401(K) RETIREMENT PLAN

401k plan membership statisitcs for PORTLAND ART MUSEUM 401(K) RETIREMENT PLAN

Measure Date Value
2023: PORTLAND ART MUSEUM 401(K) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01139
Total number of active participants reported on line 7a of the Form 55002023-01-0193
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 participants2023-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01138
Number of participants with account balances2023-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: PORTLAND ART MUSEUM 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01131
Total number of active participants reported on line 7a of the Form 55002022-01-0193
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0142
Total of all active and inactive participants2022-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01135
Number of participants with account balances2022-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PORTLAND ART MUSEUM 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01146
Total number of active participants reported on line 7a of the Form 55002021-01-0192
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0139
Total of all active and inactive participants2021-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01131
Number of participants with account balances2021-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PORTLAND ART MUSEUM 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01171
Total number of active participants reported on line 7a of the Form 55002020-01-0191
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0153
Total of all active and inactive participants2020-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01144
Number of participants with account balances2020-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PORTLAND ART MUSEUM 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01167
Total number of active participants reported on line 7a of the Form 55002019-01-01125
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0138
Total of all active and inactive participants2019-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01163
Number of participants with account balances2019-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: PORTLAND ART MUSEUM 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01183
Total number of active participants reported on line 7a of the Form 55002018-01-01135
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0128
Total of all active and inactive participants2018-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01163
Number of participants with account balances2018-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: PORTLAND ART MUSEUM 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01178
Total number of active participants reported on line 7a of the Form 55002017-01-01152
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0125
Total of all active and inactive participants2017-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01177
Number of participants with account balances2017-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: PORTLAND ART MUSEUM 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01195
Total number of active participants reported on line 7a of the Form 55002016-01-01153
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0118
Total of all active and inactive participants2016-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01171
Number of participants with account balances2016-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PORTLAND ART MUSEUM 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01180
Total number of active participants reported on line 7a of the Form 55002015-01-01161
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0128
Total of all active and inactive participants2015-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01189
Number of participants with account balances2015-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: PORTLAND ART MUSEUM 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01227
Total number of active participants reported on line 7a of the Form 55002014-01-01155
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0121
Total of all active and inactive participants2014-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01176
Number of participants with account balances2014-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PORTLAND ART MUSEUM 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01235
Total number of active participants reported on line 7a of the Form 55002013-01-01177
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0130
Total of all active and inactive participants2013-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01207
Number of participants with account balances2013-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PORTLAND ART MUSEUM 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01226
Total number of active participants reported on line 7a of the Form 55002012-01-01180
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0155
Total of all active and inactive participants2012-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01235
Number of participants with account balances2012-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PORTLAND ART MUSEUM 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01271
Total number of active participants reported on line 7a of the Form 55002011-01-01177
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0149
Total of all active and inactive participants2011-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01226
Number of participants with account balances2011-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: PORTLAND ART MUSEUM 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01235
Total number of active participants reported on line 7a of the Form 55002010-01-01203
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0156
Total of all active and inactive participants2010-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01259
Number of participants with account balances2010-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: PORTLAND ART MUSEUM 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01205
Total number of active participants reported on line 7a of the Form 55002009-07-01193
Number of other retired or separated participants entitled to future benefits2009-07-0142
Total of all active and inactive participants2009-07-01235
Total participants2009-07-01235
Number of participants with account balances2009-07-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on PORTLAND ART MUSEUM 401(K) RETIREMENT PLAN

Measure Date Value
2023 : PORTLAND ART MUSEUM 401(K) 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$2,057,245
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$699,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$680,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$873,450
Value of total assets at end of year2023-12-31$8,052,738
Value of total assets at beginning of year2023-12-31$6,694,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$19,265
Total interest from all sources2023-12-31$8,282
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$167,453
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$167,453
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$552,911
Participant contributions at end of year2023-12-31$7,169
Participant contributions at beginning of year2023-12-31$61,956
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$74,521
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$1,357,913
Value of net assets at end of year (total assets less liabilities)2023-12-31$8,052,738
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$6,694,825
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
Investment advisory and management fees2023-12-31$13,685
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$7,869,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$6,463,938
Interest on participant loans2023-12-31$2,022
Income. Interest from loans (other than to participants)2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$118,944
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$118,952
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$118,952
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$6,260
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,008,060
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$246,018
Employer contributions (assets) at end of year2023-12-31$57,404
Employer contributions (assets) at beginning of year2023-12-31$49,979
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$680,067
Contract administrator fees2023-12-31$5,580
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 name2023-12-31GARY MCGEE & COMPANY LLP
Accountancy firm EIN2023-12-31274363029
2022 : PORTLAND ART MUSEUM 401(K) 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$0
Total income from all sources (including contributions)2022-12-31$-649,823
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$591,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$550,503
Value of total corrective distributions2022-12-31$25,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$687,763
Value of total assets at end of year2022-12-31$6,694,825
Value of total assets at beginning of year2022-12-31$7,936,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$15,561
Total interest from all sources2022-12-31$5,222
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$127,131
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$127,131
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$441,934
Participant contributions at end of year2022-12-31$61,956
Participant contributions at beginning of year2022-12-31$51,370
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$30,505
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,241,280
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,694,825
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,936,105
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
Investment advisory and management fees2022-12-31$13,648
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,463,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,770,876
Interest on participant loans2022-12-31$2,775
Income. Interest from loans (other than to participants)2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$118,952
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$56,516
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$56,516
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$2,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,469,939
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$215,324
Employer contributions (assets) at end of year2022-12-31$49,979
Employer contributions (assets) at beginning of year2022-12-31$57,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$550,503
Contract administrator fees2022-12-31$1,913
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 name2022-12-31GARY MCGEE & COMPANY LLP
Accountancy firm EIN2022-12-31274363029
2021 : PORTLAND ART MUSEUM 401(K) 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$1,529,384
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$773,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$734,679
Value of total corrective distributions2021-12-31$16,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$553,130
Value of total assets at end of year2021-12-31$7,936,105
Value of total assets at beginning of year2021-12-31$7,179,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$22,398
Total interest from all sources2021-12-31$2,318
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$133,254
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$133,254
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$393,204
Participant contributions at end of year2021-12-31$51,370
Participant contributions at beginning of year2021-12-31$8,434
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$58,511
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$756,116
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,936,105
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,179,989
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
Investment advisory and management fees2021-12-31$14,847
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,770,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,044,185
Interest on participant loans2021-12-31$1,521
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$56,516
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$127,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$127,370
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$797
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$840,682
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$101,415
Employer contributions (assets) at end of year2021-12-31$57,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$734,679
Contract administrator fees2021-12-31$7,551
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31GARY MCGEE & COMPANY LLP
Accountancy firm EIN2021-12-31274363029
2020 : PORTLAND ART MUSEUM 401(K) 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$1,556,474
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$776,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$762,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$493,174
Value of total assets at end of year2020-12-31$7,179,989
Value of total assets at beginning of year2020-12-31$6,400,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$14,958
Total interest from all sources2020-12-31$1,305
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$105,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$105,031
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$384,943
Participant contributions at end of year2020-12-31$8,434
Participant contributions at beginning of year2020-12-31$6,062
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$779,498
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,179,989
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,400,491
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$12,488
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,044,185
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,269,949
Interest on participant loans2020-12-31$376
Income. Interest from loans (other than to participants)2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$127,370
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$76,035
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$76,035
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$929
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$956,964
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$108,231
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$48,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$762,018
Contract administrator fees2020-12-31$2,470
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GARY MCGEE & COMPANY LLP
Accountancy firm EIN2020-12-31274363029
2019 : PORTLAND ART MUSEUM 401(K) 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$1,744,292
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$259,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$246,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$605,363
Value of total assets at end of year2019-12-31$6,400,491
Value of total assets at beginning of year2019-12-31$4,915,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$12,714
Total interest from all sources2019-12-31$2,434
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$131,061
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$131,061
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$413,402
Participant contributions at end of year2019-12-31$6,062
Participant contributions at beginning of year2019-12-31$19,826
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$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$1,485,056
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,400,491
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,915,435
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
Investment advisory and management fees2019-12-31$11,023
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,269,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,788,983
Interest on participant loans2019-12-31$661
Income. Interest from loans (other than to participants)2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$76,035
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$58,614
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$58,614
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,005,434
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$191,961
Employer contributions (assets) at end of year2019-12-31$48,445
Employer contributions (assets) at beginning of year2019-12-31$48,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$246,522
Contract administrator fees2019-12-31$1,691
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 name2019-12-31GARY MCGEE & COMPANY LLP
Accountancy firm EIN2019-12-31274363029
2018 : PORTLAND ART MUSEUM 401(K) 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$384,398
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$625,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$611,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$704,907
Value of total assets at end of year2018-12-31$4,915,435
Value of total assets at beginning of year2018-12-31$5,156,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$13,297
Total interest from all sources2018-12-31$2,877
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$107,526
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$107,526
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$429,673
Participant contributions at end of year2018-12-31$19,826
Participant contributions at beginning of year2018-12-31$33,892
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$67,812
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-240,872
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,915,435
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,156,307
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
Investment advisory and management fees2018-12-31$10,445
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,788,983
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,958,562
Interest on participant loans2018-12-31$1,448
Income. Interest from loans (other than to participants)2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$58,614
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$110,224
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$110,224
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,429
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-430,912
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$207,422
Employer contributions (assets) at end of year2018-12-31$48,012
Employer contributions (assets) at beginning of year2018-12-31$53,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$611,973
Contract administrator fees2018-12-31$2,852
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 name2018-12-31GARY MCGEE & COMPANY LLP
Accountancy firm EIN2018-12-31274363029
2017 : PORTLAND ART MUSEUM 401(K) 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$1,457,591
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$86,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$68,516
Value of total corrective distributions2017-12-31$9,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$790,798
Value of total assets at end of year2017-12-31$5,156,307
Value of total assets at beginning of year2017-12-31$3,784,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$8,172
Total interest from all sources2017-12-31$2,467
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$90,383
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$90,383
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
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$416,894
Participant contributions at end of year2017-12-31$33,892
Participant contributions at beginning of year2017-12-31$40,532
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$170,849
Other income not declared elsewhere2017-12-31$50
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$1,371,379
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,156,307
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,784,928
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
Investment advisory and management fees2017-12-31$6,432
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,958,562
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,409,614
Interest on participant loans2017-12-31$1,438
Income. Interest from loans (other than to participants)2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$110,224
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,029
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$207,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$527,738
Net investment gain/loss from pooled separate accounts2017-12-31$46,155
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$203,055
Employer contributions (assets) at end of year2017-12-31$53,629
Employer contributions (assets) at beginning of year2017-12-31$127,456
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$68,516
Contract administrator fees2017-12-31$1,740
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31GARY MCGEE & COMPANY LLP
Accountancy firm EIN2017-12-31274363029
2016 : PORTLAND ART MUSEUM 401(K) 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$3,666
Total income from all sources (including contributions)2016-12-31$763,595
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$174,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$163,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$476,095
Value of total assets at end of year2016-12-31$3,784,928
Value of total assets at beginning of year2016-12-31$3,199,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$10,047
Total interest from all sources2016-12-31$2,460
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$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
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$346,281
Participant contributions at end of year2016-12-31$40,532
Participant contributions at beginning of year2016-12-31$11,358
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,358
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$3,666
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$589,559
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,784,928
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,195,369
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 pooled separate accounts at end of year2016-12-31$3,409,614
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,857,908
Interest on participant loans2016-12-31$936
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$1,524
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$207,326
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$257,803
Net investment gain/loss from pooled separate accounts2016-12-31$285,040
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$127,456
Employer contributions (assets) at end of year2016-12-31$127,456
Employer contributions (assets) at beginning of year2016-12-31$71,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$163,989
Contract administrator fees2016-12-31$10,047
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31GARY MCGEE & COMPANY LLP
Accountancy firm EIN2016-12-31274363029
2015 : PORTLAND ART MUSEUM 401(K) 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$3,666
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,700
Total income from all sources (including contributions)2015-12-31$354,898
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$207,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$194,707
Value of total corrective distributions2015-12-31$3,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$430,148
Value of total assets at end of year2015-12-31$3,199,035
Value of total assets at beginning of year2015-12-31$3,051,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,781
Total interest from all sources2015-12-31$2,431
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$500,000
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$317,777
Participant contributions at end of year2015-12-31$11,358
Participant contributions at beginning of year2015-12-31$5,848
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$40,405
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$3,666
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$3,700
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$147,744
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,195,369
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,047,625
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$7,381
Value of interest in pooled separate accounts at end of year2015-12-31$2,857,908
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,702,988
Interest on participant loans2015-12-31$389
Interest earned on other investments2015-12-31$2,042
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$257,803
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$287,383
Net investment gain/loss from pooled separate accounts2015-12-31$-77,681
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$71,966
Employer contributions (assets) at end of year2015-12-31$71,966
Employer contributions (assets) at beginning of year2015-12-31$55,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$194,707
Contract administrator fees2015-12-31$1,400
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 name2015-12-31GARY MCGEE & COMPANY LLP
Accountancy firm EIN2015-12-31274363029
2014 : PORTLAND ART MUSEUM 401(K) 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$3,700
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$8,661
Total income from all sources (including contributions)2014-12-31$463,678
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$76,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$63,333
Value of total corrective distributions2014-12-31$3,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$345,292
Value of total assets at end of year2014-12-31$3,051,325
Value of total assets at beginning of year2014-12-31$2,668,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,106
Total interest from all sources2014-12-31$3,786
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$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
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$287,914
Participant contributions at end of year2014-12-31$5,848
Participant contributions at beginning of year2014-12-31$6,278
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$253
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$3,700
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$8,661
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$387,539
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,047,625
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,660,086
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
Investment advisory and management fees2014-12-31$7,956
Value of interest in pooled separate accounts at end of year2014-12-31$2,702,988
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,378,063
Interest on participant loans2014-12-31$231
Interest earned on other investments2014-12-31$3,555
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$287,383
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$255,822
Net investment gain/loss from pooled separate accounts2014-12-31$114,600
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$57,125
Employer contributions (assets) at end of year2014-12-31$55,106
Employer contributions (assets) at beginning of year2014-12-31$28,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$63,333
Contract administrator fees2014-12-31$1,150
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 name2014-12-31GARY MCGEE & COMPANY LLP
Accountancy firm EIN2014-12-31274363029
2013 : PORTLAND ART MUSEUM 401(K) 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$8,661
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,707
Total income from all sources (including contributions)2013-12-31$617,661
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$212,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$195,139
Expenses. Certain deemed distributions of participant loans2013-12-31$7,405
Value of total corrective distributions2013-12-31$8,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$281,135
Value of total assets at end of year2013-12-31$2,668,747
Value of total assets at beginning of year2013-12-31$2,258,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,650
Total interest from all sources2013-12-31$421
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$300,000
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$252,551
Participant contributions at end of year2013-12-31$6,278
Participant contributions at beginning of year2013-12-31$16,358
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$8,661
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$3,707
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$404,806
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,660,086
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,255,280
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 pooled separate accounts at end of year2013-12-31$2,378,063
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,980,373
Interest on participant loans2013-12-31$421
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$255,822
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$262,256
Net investment gain/loss from pooled separate accounts2013-12-31$336,105
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$28,584
Employer contributions (assets) at end of year2013-12-31$28,584
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$195,139
Contract administrator fees2013-12-31$1,650
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 name2013-12-31GARY MCGEE & COMPANY LLP
Accountancy firm EIN2013-12-31274363029
2012 : PORTLAND ART MUSEUM 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,707
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,455
Total income from all sources (including contributions)2012-12-31$427,119
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$57,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$45,321
Value of total corrective distributions2012-12-31$3,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$220,778
Value of total assets at end of year2012-12-31$2,258,987
Value of total assets at beginning of year2012-12-31$1,891,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,042
Total interest from all sources2012-12-31$495
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
Administrative expenses professional fees incurred2012-12-31$1,823
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$300,000
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$215,424
Participant contributions at end of year2012-12-31$16,358
Participant contributions at beginning of year2012-12-31$10,499
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$5,354
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$3,707
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$6,455
Administrative expenses (other) incurred2012-12-31$650
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$370,049
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,255,280
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,885,231
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Value of interest in pooled separate accounts at end of year2012-12-31$1,980,373
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,631,333
Interest on participant loans2012-12-31$495
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$262,256
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$249,854
Net investment gain/loss from pooled separate accounts2012-12-31$205,846
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$45,321
Contract administrator fees2012-12-31$5,569
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 name2012-12-31GARY MCGEE & COMPANY LLP
Accountancy firm EIN2012-12-31274363029
2011 : PORTLAND ART MUSEUM 401(K) 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$6,455
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,408
Total income from all sources (including contributions)2011-12-31$140,272
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$96,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$88,849
Value of total corrective distributions2011-12-31$6,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$217,508
Value of total assets at end of year2011-12-31$1,891,686
Value of total assets at beginning of year2011-12-31$1,847,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,050
Total interest from all sources2011-12-31$106
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$300,000
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$217,508
Participant contributions at end of year2011-12-31$10,499
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$8,754
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$6,455
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$6,408
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$43,918
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,885,231
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,841,313
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 pooled separate accounts at end of year2011-12-31$1,631,333
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,603,363
Interest on participant loans2011-12-31$106
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$249,854
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$235,604
Asset value of US Government securities at end of year2011-12-31$0
Asset value of US Government securities at beginning of year2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-77,342
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$88,849
Contract administrator fees2011-12-31$1,050
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 name2011-12-31GARY MCGEE & COMPANY LLP
Accountancy firm EIN2011-12-31274363029
2010 : PORTLAND ART MUSEUM 401(K) 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$6,408
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$562
Total income from all sources (including contributions)2010-12-31$366,810
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$73,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$67,820
Value of total corrective distributions2010-12-31$5,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$210,634
Value of total assets at end of year2010-12-31$1,847,721
Value of total assets at beginning of year2010-12-31$1,548,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
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$200,000
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$209,708
Participant contributions at end of year2010-12-31$8,754
Participant contributions at beginning of year2010-12-31$5,754
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$926
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$6,408
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$562
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$293,144
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,841,313
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,548,169
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 pooled separate accounts at end of year2010-12-31$1,603,363
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,326,598
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$235,604
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$216,379
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$156,176
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$67,820
Did the plan have assets held for investment2010-12-31No
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 name2010-12-31GARY MCGEE & COMPANY LLP
Accountancy firm EIN2010-12-31274363029
2009 : PORTLAND ART MUSEUM 401(K) 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 PORTLAND ART MUSEUM 401(K) RETIREMENT PLAN

2023: PORTLAND ART MUSEUM 401(K) 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 – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PORTLAND ART MUSEUM 401(K) 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PORTLAND ART MUSEUM 401(K) 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PORTLAND ART MUSEUM 401(K) 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PORTLAND ART MUSEUM 401(K) 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PORTLAND ART MUSEUM 401(K) 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PORTLAND ART MUSEUM 401(K) 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: PORTLAND ART MUSEUM 401(K) 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: PORTLAND ART MUSEUM 401(K) 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: PORTLAND ART MUSEUM 401(K) 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: PORTLAND ART MUSEUM 401(K) 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: PORTLAND ART MUSEUM 401(K) 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: PORTLAND ART MUSEUM 401(K) 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
2010: PORTLAND ART MUSEUM 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PORTLAND ART MUSEUM 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number14360
Policy instance 1
Insurance contract or identification number14360
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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?Yes
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
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number14360
Policy instance 1
Insurance contract or identification number14360
Number of Individuals Covered129
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $6,196
Total amount of fees paid to insurance companyUSD $371
Are there contracts with allocated funds for individual policies?No
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $6,196
Insurance broker organization code?3
Amount paid for insurance broker fees371
Additional information about fees paid to insurance brokerSERV. FEES
Insurance broker nameCOMPENSATION SYSTEMS NORTHWEST INC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number14360
Policy instance 1
Insurance contract or identification number14360
Number of Individuals Covered126
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $6,953
Total amount of fees paid to insurance companyUSD $1,391
Are there contracts with allocated funds for individual policies?No
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $6,953
Insurance broker organization code?3
Amount paid for insurance broker fees1391
Additional information about fees paid to insurance brokerSERV. FEES
Insurance broker nameCOMPENSATION SYSTEMS NORTHWEST INC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberSAVE-14360
Policy instance 1
Insurance contract or identification numberSAVE-14360
Number of Individuals Covered135
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $7,954
Total amount of fees paid to insurance companyUSD $1,206
Are there contracts with allocated funds for individual policies?No
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?Yes
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
Commission paid to Insurance BrokerUSD $7,954
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameCOMPENSATION SYSTEMS NORTHWEST, INC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number20909301
Policy instance 1
Insurance contract or identification number20909301
Number of Individuals Covered167
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $12,832
Total amount of fees paid to insurance companyUSD $1,204
Are there contracts with allocated funds for individual policies?No
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?Yes
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
Commission paid to Insurance BrokerUSD $6,651
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameRMS NW INC.
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number20909301
Policy instance 1
Insurance contract or identification number20909301
Number of Individuals Covered178
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $10,276
Total amount of fees paid to insurance companyUSD $1,081
Are there contracts with allocated funds for individual policies?No
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
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract number20909301
Policy instance 1
Insurance contract or identification number20909301
Number of Individuals Covered194
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $10,559
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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

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