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TAX DEFERRED ANNUITY PLAN OF BIG BROTHERS/BIG SISTERS OF HAMPDEN COUNTY 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF BIG BROTHERS/BIG SISTERS OF HAMPDEN COUNTY
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF BIG BROTHERS/BIG SISTERS OF HAMPDEN COUNTY 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.
  • 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 BROTHERS/BIG SISTERS OF HAMPDEN COUNTY has sponsored the creation of one or more 401k plans.

Company Name:BIG BROTHERS/BIG SISTERS OF HAMPDEN COUNTY
Employer identification number (EIN):042800998
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 BROTHERS/BIG SISTERS OF HAMPDEN COUNTY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAVID BETURNE2024-10-09
0012022-01-01DAVID BETURNE2023-09-26
0012021-01-01DAVID BETURNE2022-03-24
0012020-01-01DAVID BETURNE2021-10-14
0012019-01-01DAVID BETURNE2020-09-16
0012018-01-01DAVID BETURNE2019-06-27
0012017-01-01DAVID BETURNE2018-08-20
0012016-01-01DAVID BETURNE2017-10-04 DAVID BETURNE2017-10-04
0012015-01-01DAVID BETURNE2016-09-19 DAVID BETURNE2016-09-19
0012014-01-01DAVID BETURNE2015-07-27 DAVID BETURNE2015-07-27
0012013-01-01DAVID BETURNE2014-07-03 DAVID BETURNE2014-07-03
0012012-01-01ELIZABETH R. RUSSELL2013-07-25 ELIZABETH T. RUSSELL2013-07-25
0012011-01-01ELIZABETH T. RUSSELL2012-10-11 ELIZABETH T. RUSSELL2012-10-11
0012010-01-01ELIZABETH RUSSELL2011-10-14

Financial Data on TAX DEFERRED ANNUITY PLAN OF BIG BROTHERS/BIG SISTERS OF HAMPDEN COUNTY

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF BIG BROTHERS/BIG SISTERS OF HAMPDEN COUNTY 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-080
Total liabilities as of the end of the plan year2025-10-080
Total liabilities as of the beginning of the plan year2025-10-080
Total expenses incurred by plan in this plan year2025-10-0828
Net assets as of the end of the plan year2025-10-08139142
Total assets as of the beginning of the plan year2025-10-08117153
Value of plan covered by a fidelity bond2025-10-0850000
Participant contributions to plan in this plan year2025-10-084750
Other expenses paid from plan in this plan year2025-10-080
Other contributions to plan in this plan year2025-10-080
Other income to plan in this plan year2025-10-0817267
Plan net income in this plan year2025-10-0821989
Net assets as of the end of the plan year2025-10-08139142
Net assets as of the beginning of the plan year2025-10-08117153
Employer contributions to plan in this plan year2025-10-080
Fees paid to broker by Benefit Provider2025-10-0812
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0828
2024 : TAX DEFERRED ANNUITY PLAN OF BIG BROTHERS/BIG SISTERS OF HAMPDEN COUNTY 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-090
Total liabilities as of the end of the plan year2024-10-090
Total liabilities as of the beginning of the plan year2024-10-090
Total expenses incurred by plan in this plan year2024-10-09155
Net assets as of the end of the plan year2024-10-09117153
Total assets as of the beginning of the plan year2024-10-0993870
Value of plan covered by a fidelity bond2024-10-0950000
Participant contributions to plan in this plan year2024-10-096750
Other expenses paid from plan in this plan year2024-10-090
Other contributions to plan in this plan year2024-10-090
Other income to plan in this plan year2024-10-0916688
Plan net income in this plan year2024-10-0923283
Net assets as of the end of the plan year2024-10-09117153
Net assets as of the beginning of the plan year2024-10-0993870
Employer contributions to plan in this plan year2024-10-090
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-090
2022 : TAX DEFERRED ANNUITY PLAN OF BIG BROTHERS/BIG SISTERS OF HAMPDEN COUNTY 2022 401k financial data
Total transfers to/from plan in this plan year2022-03-240
Total liabilities as of the end of the plan year2022-03-240
Total liabilities as of the beginning of the plan year2022-03-240
Total expenses incurred by plan in this plan year2022-03-2424
Net assets as of the end of the plan year2022-03-24106167
Total assets as of the beginning of the plan year2022-03-2483495
Value of plan covered by a fidelity bond2022-03-2450000
Participant contributions to plan in this plan year2022-03-245980
Other expenses paid from plan in this plan year2022-03-2424
Other contributions to plan in this plan year2022-03-240
Other income to plan in this plan year2022-03-2416716
Plan net income in this plan year2022-03-2422672
Net assets as of the end of the plan year2022-03-24106167
Net assets as of the beginning of the plan year2022-03-2483495
Employer contributions to plan in this plan year2022-03-240
Fees paid to broker by Benefit Provider2022-03-2438

Potentially related plans

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