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TAX DEFERRED ANNUITY PLAN OF BIG SISTER ASSOCIATION OF GREATER BOSTON INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF BIG SISTER ASSOCIATION OF GREATER BOSTON INC.
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF BIG SISTER ASSOCIATION OF GREATER BOSTON INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BIG SISTER ASSOCIATION OF GREATER B OSTON INC. has sponsored the creation of one or more 401k plans.

Company Name:BIG SISTER ASSOCIATION OF GREATER B OSTON INC.
Employer identification number (EIN):042150651
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF BIG SISTER ASSOCIATION OF GREATER BOSTON INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOSEPH T REALMUTO JR2024-07-29
0012022-01-01JOSEPH T REALMUTO JR2023-08-15
0012021-01-01JOSEPH REALMUTO2022-07-21 JOSEPH REALMUTO2022-07-21
0012020-01-01DEBORAH RE2021-07-29 DEBORAH RE2021-07-29
0012019-01-01JOSEPH REALMUTO2020-07-06 JOSEPH REALMUTO2020-07-06
0012018-01-01SUSAN DALELIO2019-07-30 SUSAN DALELIO2019-07-30
0012017-01-01ALEXIS HARVEY2018-05-22 ALEXIS HARVEY2018-05-22
0012016-01-01JUDITH KEEFE2017-10-10 JUDITH KEEFE2017-10-10
0012015-01-01JUDITH KEEFE2016-09-16 JUDITH KEEFE2016-09-16
0012014-01-01JUDITH KEEFE2015-05-28 JUDITH KEEFE2015-05-28
0012013-01-01JUDITH KEEFE2014-06-18 JUDITH KEEFE2014-06-18
0012012-01-01JUDITH KEEFE2013-04-29 JUDITH KEEFE2013-04-29
0012011-01-01PHUONG DAO2012-05-23 PHUONG DAO2012-05-23
0012010-01-01PHUONG DAO2012-03-16

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF BIG SISTER ASSOCIATION OF GREATER BOSTON INC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF BIG SISTER ASSOCIATION OF GREATER BOSTON INC.

Measure Date Value
2024: TAX DEFERRED ANNUITY PLAN OF BIG SISTER ASSOCIATION OF GREATER BOSTON INC. 2024 401k membership
Total number of particpants at beginning of year2024-07-2968
Total number of particpants at end of year2024-07-2966
Number of Participants With Account Balances2024-07-2964
2022: TAX DEFERRED ANNUITY PLAN OF BIG SISTER ASSOCIATION OF GREATER BOSTON INC. 2022 401k membership
Total number of particpants at beginning of year2022-07-2160
Total number of particpants at end of year2022-07-2160
Number of Participants With Account Balances2022-07-2160

Financial Data on TAX DEFERRED ANNUITY PLAN OF BIG SISTER ASSOCIATION OF GREATER BOSTON INC.

Measure Date Value
2024 : TAX DEFERRED ANNUITY PLAN OF BIG SISTER ASSOCIATION OF GREATER BOSTON INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-290
Total liabilities as of the end of the plan year2024-07-290
Total liabilities as of the beginning of the plan year2024-07-290
Total expenses incurred by plan in this plan year2024-07-2979905
Net assets as of the end of the plan year2024-07-29758925
Total assets as of the beginning of the plan year2024-07-29645819
Value of plan covered by a fidelity bond2024-07-29500000
Participant contributions to plan in this plan year2024-07-2979727
Value of participant loans at end of plan year2024-07-292
Other expenses paid from plan in this plan year2024-07-290
Other contributions to plan in this plan year2024-07-291262
Other income to plan in this plan year2024-07-29112022
Plan net income in this plan year2024-07-29113106
Net assets as of the end of the plan year2024-07-29758925
Net assets as of the beginning of the plan year2024-07-29645819
Employer contributions to plan in this plan year2024-07-290
Fees paid to broker by Benefit Provider2024-07-29183
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2920
2022 : TAX DEFERRED ANNUITY PLAN OF BIG SISTER ASSOCIATION OF GREATER BOSTON INC. 2022 401k financial data
Total liabilities as of the end of the plan year2022-07-210
Total liabilities as of the beginning of the plan year2022-07-210
Total expenses incurred by plan in this plan year2022-07-2180519
Net assets as of the end of the plan year2022-07-21677683
Total assets as of the beginning of the plan year2022-07-21555950
Value of plan covered by a fidelity bond2022-07-21500000
Participant contributions to plan in this plan year2022-07-21110141
Value of participant loans at end of plan year2022-07-211487
Other expenses paid from plan in this plan year2022-07-21404
Other income to plan in this plan year2022-07-2192112
Plan net income in this plan year2022-07-21121734
Net assets as of the end of the plan year2022-07-21677683
Net assets as of the beginning of the plan year2022-07-21555950
Fees paid to broker by Benefit Provider2022-07-21234

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