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403(B) THRIFT PLAN OF THE RESOURCE FOUNDATION 401k Plan overview

Plan Name403(B) THRIFT PLAN OF THE RESOURCE FOUNDATION
Plan identification number 001

403(B) THRIFT PLAN OF THE RESOURCE FOUNDATION 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 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

THE RESOURCE FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:THE RESOURCE FOUNDATION
Employer identification number (EIN):133421446
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF THE RESOURCE FOUNDATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ERIKA MENNELLA2024-10-03
0012022-01-01ERIKA MENNELLA2023-06-05 ERIKA MENNELLA2023-06-05
0012021-01-01ERIKA MENNELLA2022-06-10
0012020-01-01ERIKA MENNELLA2021-06-18
0012019-01-01MARIA VASQUEZ2020-09-16
0012018-01-01
0012016-01-01MARIA VASQUEZ2017-05-03 MARIA VASQUEZ2017-05-03
0012015-01-01MARIA VASQUEZ2016-05-03 MARIA VASQUEZ2016-05-03
0012013-01-01MARIA VASQUEZ2014-07-22 MARIA VASQUEZ2014-07-22
0012012-01-01MARIA VASQUEZ2013-06-19 MARIA VASQUEZ2013-06-19
0012011-01-01MARIA VASQUEZ2012-06-29 MARIA VASQUEZ2012-06-29
0012010-01-01MARIA VASQUEZ2012-06-29 MARIA VASQUEZ2012-06-29

Plan Statistics for 403(B) THRIFT PLAN OF THE RESOURCE FOUNDATION

401k plan membership statisitcs for 403(B) THRIFT PLAN OF THE RESOURCE FOUNDATION

Measure Date Value
2024: 403(B) THRIFT PLAN OF THE RESOURCE FOUNDATION 2024 401k membership
Total number of particpants at beginning of year2024-10-032
Total number of particpants at end of year2024-10-032
Number of Participants With Account Balances2024-10-032
2022: 403(B) THRIFT PLAN OF THE RESOURCE FOUNDATION 2022 401k membership
Total number of particpants at beginning of year2022-06-102
Total number of particpants at end of year2022-06-102
Number of Participants With Account Balances2022-06-102

Financial Data on 403(B) THRIFT PLAN OF THE RESOURCE FOUNDATION

Measure Date Value
2024 : 403(B) THRIFT PLAN OF THE RESOURCE FOUNDATION 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-030
Total liabilities as of the end of the plan year2024-10-030
Total liabilities as of the beginning of the plan year2024-10-030
Total expenses incurred by plan in this plan year2024-10-030
Net assets as of the end of the plan year2024-10-0343256
Total assets as of the beginning of the plan year2024-10-0342080
Value of plan covered by a fidelity bond2024-10-03100000
Participant contributions to plan in this plan year2024-10-03480
Other expenses paid from plan in this plan year2024-10-030
Other contributions to plan in this plan year2024-10-030
Other income to plan in this plan year2024-10-03696
Plan net income in this plan year2024-10-031176
Net assets as of the end of the plan year2024-10-0343256
Net assets as of the beginning of the plan year2024-10-0342080
Employer contributions to plan in this plan year2024-10-030
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-030
2022 : 403(B) THRIFT PLAN OF THE RESOURCE FOUNDATION 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-100
Total liabilities as of the end of the plan year2022-06-100
Total liabilities as of the beginning of the plan year2022-06-100
Total expenses incurred by plan in this plan year2022-06-100
Net assets as of the end of the plan year2022-06-1041571
Total assets as of the beginning of the plan year2022-06-1040649
Value of plan covered by a fidelity bond2022-06-10100000
Participant contributions to plan in this plan year2022-06-10520
Other expenses paid from plan in this plan year2022-06-100
Other contributions to plan in this plan year2022-06-100
Other income to plan in this plan year2022-06-10402
Plan net income in this plan year2022-06-10922
Net assets as of the end of the plan year2022-06-1041571
Net assets as of the beginning of the plan year2022-06-1040649
Employer contributions to plan in this plan year2022-06-100
Fees paid to broker by Benefit Provider2022-06-1030

Potentially related plans

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