401k Plan data: MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK 403(B) PLAN plan

MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK 403(B) PLAN 401k Plan overview

Plan Name	MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK 403(B) PLAN
Plan identification number	001

MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK has sponsored the creation of one or more 401k plans.

Company Name: MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK

Employer identification number (EIN): 141703503

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1987-12-31

Company Identification Number: 1223479

Legal Registered Office Address: 950 NEW LOUDON ROAD, SUITE 280
Albany
LATHAM
United States of America (USA)
12110

More information about MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01 WILLIAM TRIGG 2020-10-01 WILLIAM TRIGG 2020-10-01
001 2018-01-01 WILLIAM TRIGG 2019-10-15 WILLIAM TRIGG 2019-10-15
001 2017-01-01 WILLIAM TRIGG 2018-10-12 WILLIAM TRIGG 2018-10-12
001 2016-01-01 WILLIAM TRIGG 2017-05-31 WILLIAM TRIGG 2017-05-31
001 2015-01-01 WILLIAM TRIGG 2016-07-05 WILLIAM TRIGG 2016-07-05
001 2014-01-01 WILLIAM TRIGG 2015-07-28 WILLIAM TRIGG 2015-07-28
001 2013-01-01 WILLIAM TRIGG 2015-05-07 WILLIAM TRIGG 2015-05-07
001 2012-01-01 WILLIAM TRIGG 2015-05-07 WILLIAM TRIGG 2015-05-07
001 2011-01-01 WILLIAM TRIGG 2015-05-07 WILLIAM TRIGG 2015-05-07
001 2010-01-01 WILLIAM TRIGG 2015-05-07 WILLIAM TRIGG 2015-05-07
001 2009-01-01 WILLIAM TRIGG 2015-05-07 WILLIAM TRIGG 2015-05-07
001 2008-01-01 WILLIAM TRIGG WILLIAM TRIGG 2015-05-07
001 2007-01-01 WILLIAM TRIGG WILLIAM TRIGG 2015-05-07
001 2006-01-01 WILLIAM TRIGG WILLIAM TRIGG 2015-05-07
001 2005-01-01 WILLIAM TRIGG WILLIAM TRIGG 2015-05-07
001 2004-01-01 WILLIAM TRIGG WILLIAM TRIGG 2015-05-07
001 2003-01-01 WILLIAM TRIGG WILLIAM TRIGG 2015-05-07
001 2002-01-01 WILLIAM TRIGG WILLIAM TRIGG 2015-05-07
001 2001-01-01 WILLIAM TRIGG WILLIAM TRIGG 2015-05-07
001 2000-01-01 WILLIAM TRIGG WILLIAM TRIGG 2015-05-07
001 1999-01-01 WILLIAM TRIGG WILLIAM TRIGG 2015-05-07
001 1998-01-01 WILLIAM TRIGG WILLIAM TRIGG 2015-05-07
001 1997-01-01 WILLIAM TRIGG WILLIAM TRIGG 2015-05-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01	WILLIAM TRIGG	2020-10-01	WILLIAM TRIGG	2020-10-01
001	2018-01-01	WILLIAM TRIGG	2019-10-15	WILLIAM TRIGG	2019-10-15
001	2017-01-01	WILLIAM TRIGG	2018-10-12	WILLIAM TRIGG	2018-10-12
001	2016-01-01	WILLIAM TRIGG	2017-05-31	WILLIAM TRIGG	2017-05-31
001	2015-01-01	WILLIAM TRIGG	2016-07-05	WILLIAM TRIGG	2016-07-05
001	2014-01-01	WILLIAM TRIGG	2015-07-28	WILLIAM TRIGG	2015-07-28
001	2013-01-01	WILLIAM TRIGG	2015-05-07	WILLIAM TRIGG	2015-05-07
001	2012-01-01	WILLIAM TRIGG	2015-05-07	WILLIAM TRIGG	2015-05-07
001	2011-01-01	WILLIAM TRIGG	2015-05-07	WILLIAM TRIGG	2015-05-07
001	2010-01-01	WILLIAM TRIGG	2015-05-07	WILLIAM TRIGG	2015-05-07
001	2009-01-01	WILLIAM TRIGG	2015-05-07	WILLIAM TRIGG	2015-05-07
001	2008-01-01	WILLIAM TRIGG		WILLIAM TRIGG	2015-05-07
001	2007-01-01	WILLIAM TRIGG		WILLIAM TRIGG	2015-05-07
001	2006-01-01	WILLIAM TRIGG		WILLIAM TRIGG	2015-05-07
001	2005-01-01	WILLIAM TRIGG		WILLIAM TRIGG	2015-05-07
001	2004-01-01	WILLIAM TRIGG		WILLIAM TRIGG	2015-05-07
001	2003-01-01	WILLIAM TRIGG		WILLIAM TRIGG	2015-05-07
001	2002-01-01	WILLIAM TRIGG		WILLIAM TRIGG	2015-05-07
001	2001-01-01	WILLIAM TRIGG		WILLIAM TRIGG	2015-05-07
001	2000-01-01	WILLIAM TRIGG		WILLIAM TRIGG	2015-05-07
001	1999-01-01	WILLIAM TRIGG		WILLIAM TRIGG	2015-05-07
001	1998-01-01	WILLIAM TRIGG		WILLIAM TRIGG	2015-05-07
001	1997-01-01	WILLIAM TRIGG		WILLIAM TRIGG	2015-05-07

Plan Statistics for MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK 403(B) PLAN

401k plan membership statisitcs for MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK 403(B) PLAN

Measure Date Value
2025: MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK 403(B) PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-05-12 20
Total number of particpants at end of year 2025-05-12 17
Number of Participants With Account Balances 2025-05-12 13
2024: MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK 403(B) PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-10-15 16
Total number of particpants at end of year 2024-10-15 18
Number of Participants With Account Balances 2024-10-15 16
2008: MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK 403(B) PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 0
Total of all active and inactive participants 2008-01-01 0
Total participants 2008-01-01 0
2007: MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK 403(B) PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 0
Total of all active and inactive participants 2007-01-01 0
Total participants 2007-01-01 0
2006: MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK 403(B) PLAN 2006 401k membership
Total participants, beginning-of-year 2006-01-01 0
Total of all active and inactive participants 2006-01-01 0
Total participants 2006-01-01 0
2005: MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK 403(B) PLAN 2005 401k membership
Total participants, beginning-of-year 2005-01-01 0
Total of all active and inactive participants 2005-01-01 0
Total participants 2005-01-01 0
2004: MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK 403(B) PLAN 2004 401k membership
Total participants, beginning-of-year 2004-01-01 0
Total of all active and inactive participants 2004-01-01 0
Total participants 2004-01-01 0
2003: MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK 403(B) PLAN 2003 401k membership
Total participants, beginning-of-year 2003-01-01 0
Total of all active and inactive participants 2003-01-01 0
Total participants 2003-01-01 0
2002: MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK 403(B) PLAN 2002 401k membership
Total participants, beginning-of-year 2002-01-01 0
Total of all active and inactive participants 2002-01-01 0
Total participants 2002-01-01 0
2001: MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK 403(B) PLAN 2001 401k membership
Total participants, beginning-of-year 2001-01-01 0
Total of all active and inactive participants 2001-01-01 0
Total participants 2001-01-01 0
2000: MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK 403(B) PLAN 2000 401k membership
Total participants, beginning-of-year 2000-01-01 0
Total of all active and inactive participants 2000-01-01 0
Total participants 2000-01-01 0
1999: MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK 403(B) PLAN 1999 401k membership
Total participants, beginning-of-year 1999-01-01 0
Total of all active and inactive participants 1999-01-01 0
Total participants 1999-01-01 0
1998: MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK 403(B) PLAN 1998 401k membership
Total participants, beginning-of-year 1998-01-01 0
Total of all active and inactive participants 1998-01-01 0
Total participants 1998-01-01 0
1997: MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK 403(B) PLAN 1997 401k membership
Total participants, beginning-of-year 1997-01-01 0
Total of all active and inactive participants 1997-01-01 0
Total participants 1997-01-01 0

Measure	Date	Value
2025: MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK 403(B) PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-05-12	20
Total number of particpants at end of year	2025-05-12	17
Number of Participants With Account Balances	2025-05-12	13
2024: MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK 403(B) PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-10-15	16
Total number of particpants at end of year	2024-10-15	18
Number of Participants With Account Balances	2024-10-15	16
2008: MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK 403(B) PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	0
Total of all active and inactive participants	2008-01-01	0
Total participants	2008-01-01	0
2007: MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK 403(B) PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	0
Total of all active and inactive participants	2007-01-01	0
Total participants	2007-01-01	0
2006: MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK 403(B) PLAN 2006 401k membership
Total participants, beginning-of-year	2006-01-01	0
Total of all active and inactive participants	2006-01-01	0
Total participants	2006-01-01	0
2005: MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK 403(B) PLAN 2005 401k membership
Total participants, beginning-of-year	2005-01-01	0
Total of all active and inactive participants	2005-01-01	0
Total participants	2005-01-01	0
2004: MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK 403(B) PLAN 2004 401k membership
Total participants, beginning-of-year	2004-01-01	0
Total of all active and inactive participants	2004-01-01	0
Total participants	2004-01-01	0
2003: MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK 403(B) PLAN 2003 401k membership
Total participants, beginning-of-year	2003-01-01	0
Total of all active and inactive participants	2003-01-01	0
Total participants	2003-01-01	0
2002: MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK 403(B) PLAN 2002 401k membership
Total participants, beginning-of-year	2002-01-01	0
Total of all active and inactive participants	2002-01-01	0
Total participants	2002-01-01	0
2001: MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK 403(B) PLAN 2001 401k membership
Total participants, beginning-of-year	2001-01-01	0
Total of all active and inactive participants	2001-01-01	0
Total participants	2001-01-01	0
2000: MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK 403(B) PLAN 2000 401k membership
Total participants, beginning-of-year	2000-01-01	0
Total of all active and inactive participants	2000-01-01	0
Total participants	2000-01-01	0
1999: MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK 403(B) PLAN 1999 401k membership
Total participants, beginning-of-year	1999-01-01	0
Total of all active and inactive participants	1999-01-01	0
Total participants	1999-01-01	0
1998: MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK 403(B) PLAN 1998 401k membership
Total participants, beginning-of-year	1998-01-01	0
Total of all active and inactive participants	1998-01-01	0
Total participants	1998-01-01	0
1997: MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK 403(B) PLAN 1997 401k membership
Total participants, beginning-of-year	1997-01-01	0
Total of all active and inactive participants	1997-01-01	0
Total participants	1997-01-01	0

Financial Data on MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK 403(B) PLAN

Measure	Date	Value
2025 : MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK 403(B) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-05-12	0
Total liabilities as of the end of the plan year	2025-05-12	0
Total liabilities as of the beginning of the plan year	2025-05-12	0
Total expenses incurred by plan in this plan year	2025-05-12	97788
Net assets as of the end of the plan year	2025-05-12	435409
Total assets as of the beginning of the plan year	2025-05-12	450733
Value of plan covered by a fidelity bond	2025-05-12	75000
Participant contributions to plan in this plan year	2025-05-12	0
Other expenses paid from plan in this plan year	2025-05-12	0
Other contributions to plan in this plan year	2025-05-12	0
Other income to plan in this plan year	2025-05-12	82464
Plan net income in this plan year	2025-05-12	-15324
Net assets as of the end of the plan year	2025-05-12	435409
Net assets as of the beginning of the plan year	2025-05-12	450733
Employer contributions to plan in this plan year	2025-05-12	0
Expensese paid to adminstrative service provicers from plan in this plan year	2025-05-12	180
2024 : MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK 403(B) PLAN 2024 401k financial data
Total liabilities as of the end of the plan year	2024-10-15	0
Total liabilities as of the beginning of the plan year	2024-10-15	0
Net assets as of the end of the plan year	2024-10-15	450733
Total assets as of the beginning of the plan year	2024-10-15	347970
Value of plan covered by a fidelity bond	2024-10-15	75000
Participant contributions to plan in this plan year	2024-10-15	17171
Other income to plan in this plan year	2024-10-15	80242
Plan net income in this plan year	2024-10-15	102763
Net assets as of the end of the plan year	2024-10-15	450733
Net assets as of the beginning of the plan year	2024-10-15	347970
Employer contributions to plan in this plan year	2024-10-15	5350

Form 5500 Responses for MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK 403(B) PLAN

2008: MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK 403(B) PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	No
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2007: MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK 403(B) PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2006: MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK 403(B) PLAN 2006 form 5500 responses
2006-01-01	Type of plan entity	Single employer plan
2006-01-01	Submission has been amended	No
2006-01-01	This submission is the final filing	No
2006-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-01-01	Plan is a collectively bargained plan	No
2005: MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK 403(B) PLAN 2005 form 5500 responses
2005-01-01	Type of plan entity	Single employer plan
2005-01-01	Submission has been amended	No
2005-01-01	This submission is the final filing	No
2005-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2005-01-01	Plan is a collectively bargained plan	No
2004: MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK 403(B) PLAN 2004 form 5500 responses
2004-01-01	Type of plan entity	Single employer plan
2004-01-01	Submission has been amended	No
2004-01-01	This submission is the final filing	No
2004-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2004-01-01	Plan is a collectively bargained plan	No
2003: MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK 403(B) PLAN 2003 form 5500 responses
2003-01-01	Type of plan entity	Single employer plan
2003-01-01	Submission has been amended	No
2003-01-01	This submission is the final filing	No
2003-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2003-01-01	Plan is a collectively bargained plan	No
2002: MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK 403(B) PLAN 2002 form 5500 responses
2002-01-01	Type of plan entity	Single employer plan
2002-01-01	Submission has been amended	No
2002-01-01	This submission is the final filing	No
2002-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2002-01-01	Plan is a collectively bargained plan	No
2001: MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK 403(B) PLAN 2001 form 5500 responses
2001-01-01	Type of plan entity	Single employer plan
2001-01-01	Submission has been amended	No
2001-01-01	This submission is the final filing	No
2001-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2001-01-01	Plan is a collectively bargained plan	No
2000: MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK 403(B) PLAN 2000 form 5500 responses
2000-01-01	Type of plan entity	Single employer plan
2000-01-01	Submission has been amended	No
2000-01-01	This submission is the final filing	No
2000-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2000-01-01	Plan is a collectively bargained plan	No
1999: MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK 403(B) PLAN 1999 form 5500 responses
1999-01-01	Type of plan entity	Single employer plan
1999-01-01	Submission has been amended	No
1999-01-01	This submission is the final filing	No
1999-01-01	This return/report is a short plan year return/report (less than 12 months)	No
1999-01-01	Plan is a collectively bargained plan	No
1998: MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK 403(B) PLAN 1998 form 5500 responses
1998-01-01	Type of plan entity	Single employer plan
1998-01-01	Submission has been amended	No
1998-01-01	This submission is the final filing	No
1998-01-01	This return/report is a short plan year return/report (less than 12 months)	No
1998-01-01	Plan is a collectively bargained plan	No
1997: MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK 403(B) PLAN 1997 form 5500 responses
1997-01-01	Type of plan entity	Single employer plan
1997-01-01	Submission has been amended	No
1997-01-01	This submission is the final filing	No
1997-01-01	This return/report is a short plan year return/report (less than 12 months)	No
1997-01-01	Plan is a collectively bargained plan	No

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Company Name:	MAKE-A-WISH FOUNDATION OF NORTHEAST NEW YORK
Employer identification number (EIN):	141703503
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1987-12-31
Company Identification Number:	1223479
Legal Registered Office Address:	950 NEW LOUDON ROAD, SUITE 280 Albany LATHAM United States of America (USA) 12110