Original filing (PDF)20250718110819NAL0000817555001

LEHIGH COUNTY HISTORICAL SOCIETY

Name: LEHIGH COUNTY HISTORICAL SOCIETY — 403B PLAN # 316471, Form 5500 (2024)
Creator: LEHIGH COUNTY HISTORICAL SOCIETY

Form 5500-SF

FILING_RECEIVED

403B PLAN # 316471

Defined-contribution retirement plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEHIGH COUNTY HISTORICAL SOCIETY.

Plan sponsor

Name

LEHIGH COUNTY HISTORICAL SOCIETY

DBA

LEHIGH COUNTY HISTORICAL SOCIETY

EIN

23-6394211

Address

432 W WALNUT ST · ALLENTOWN, PA · 181025428

Phone

(610) 435-1074

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

Pension benefit codes

2S · Automatic enrollment

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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