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NEW YORK QUARTERLY MEETING OF THE RELIGIOUS SOCIETY OF FRIENDS RETIREMENT PLAN 401k Plan overview

Plan NameNEW YORK QUARTERLY MEETING OF THE RELIGIOUS SOCIETY OF FRIENDS RETIREMENT PLAN
Plan identification number 001

NEW YORK QUARTERLY MEETING OF THE RELIGIOUS SOCIETY OF FRIENDS RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

New York Quarterly Meeting of the Religious Society of Friends New York Quarterly Meeting of the Religious Society of Friends has sponsored the creation of one or more 401k plans.

Company Name:New York Quarterly Meeting of the Religious Society of Friends New York Quarterly Meeting of the Religious Society of Friends
Employer identification number (EIN):135628570
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW YORK QUARTERLY MEETING OF THE RELIGIOUS SOCIETY OF FRIENDS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TED BONGIOVANNI2024-09-04 TED BONGIOVANNI2024-09-04
0012022-01-01TED BONGIOVANNI2023-10-02 TED BONGIOVANNI2023-10-02

Plan Statistics for NEW YORK QUARTERLY MEETING OF THE RELIGIOUS SOCIETY OF FRIENDS RETIREMENT PLAN

401k plan membership statisitcs for NEW YORK QUARTERLY MEETING OF THE RELIGIOUS SOCIETY OF FRIENDS RETIREMENT PLAN

Measure Date Value
2025: NEW YORK QUARTERLY MEETING OF THE RELIGIOUS SOCIETY OF FRIENDS RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-1417
Total number of particpants at end of year2025-10-1417
Number of Participants With Account Balances2025-10-1417
2024: NEW YORK QUARTERLY MEETING OF THE RELIGIOUS SOCIETY OF FRIENDS RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-0416
Total number of particpants at end of year2024-09-0417
Number of Participants With Account Balances2024-09-0417

Financial Data on NEW YORK QUARTERLY MEETING OF THE RELIGIOUS SOCIETY OF FRIENDS RETIREMENT PLAN

Measure Date Value
2025 : NEW YORK QUARTERLY MEETING OF THE RELIGIOUS SOCIETY OF FRIENDS RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-1479919
Net assets as of the end of the plan year2025-10-141926534
Total assets as of the beginning of the plan year2025-10-141798573
Participant contributions to plan in this plan year2025-10-1420346
Other income to plan in this plan year2025-10-14163207
Plan net income in this plan year2025-10-14127961
Net assets as of the end of the plan year2025-10-141926534
Net assets as of the beginning of the plan year2025-10-141798573
Employer contributions to plan in this plan year2025-10-1424327
2024 : NEW YORK QUARTERLY MEETING OF THE RELIGIOUS SOCIETY OF FRIENDS RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-0463464
Net assets as of the end of the plan year2024-09-041798573
Total assets as of the beginning of the plan year2024-09-041648573
Participant contributions to plan in this plan year2024-09-0416126
Other income to plan in this plan year2024-09-04173150
Plan net income in this plan year2024-09-04150000
Net assets as of the end of the plan year2024-09-041798573
Net assets as of the beginning of the plan year2024-09-041648573
Employer contributions to plan in this plan year2024-09-0424188

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