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403(B) THRIFT PLAN OF BSA-BURLINGTON COUNTY COUNCIL 401k Plan overview

Plan Name403(B) THRIFT PLAN OF BSA-BURLINGTON COUNTY COUNCIL
Plan identification number 003

403(B) THRIFT PLAN OF BSA-BURLINGTON COUNTY COUNCIL 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BSA-BURLINGTON COUNTY COUNCIL has sponsored the creation of one or more 401k plans.

Company Name:BSA-BURLINGTON COUNTY COUNCIL
Employer identification number (EIN):210634574
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 BSA-BURLINGTON COUNTY COUNCIL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032018-01-01JAMIE APPLEGATE2019-09-30
0032017-01-01JAMIE APPLEGATE2018-07-27 JAMIE APPLEGATE2018-07-27
0032016-01-01JAMIE APPLEGATE2017-07-26 JAMIE APPLEGATE2017-07-26
0032015-01-01JAMIE APPLEGATE2016-10-05 JAMIE APPLEGATE2016-10-05
0032013-01-01DANIEL TEMPLAR2014-07-31 DANIEL TEMPLAR2014-07-31
0032012-01-01DANIEL TEMPLAR2013-07-31
0032011-01-01DANIEL A. TEMPLAR2012-08-23
0032010-01-01DANIEL A. TEMPLAR2011-11-29 DANIEL A. TEMPLAR2011-11-29

Plan Statistics for 403(B) THRIFT PLAN OF BSA-BURLINGTON COUNTY COUNCIL

401k plan membership statisitcs for 403(B) THRIFT PLAN OF BSA-BURLINGTON COUNTY COUNCIL

Measure Date Value
2025: 403(B) THRIFT PLAN OF BSA-BURLINGTON COUNTY COUNCIL 2025 401k membership
Total number of particpants at beginning of year2025-05-0210
Total number of particpants at end of year2025-05-0210
Number of Participants With Account Balances2025-05-0210
Total number of particpants at beginning of year2025-03-269
Total number of particpants at end of year2025-03-268
Number of Participants With Account Balances2025-03-268
Total number of particpants at beginning of year2025-03-2510
Total number of particpants at end of year2025-03-2510
Number of Participants With Account Balances2025-03-2510

Financial Data on 403(B) THRIFT PLAN OF BSA-BURLINGTON COUNTY COUNCIL

Measure Date Value
2025 : 403(B) THRIFT PLAN OF BSA-BURLINGTON COUNTY COUNCIL 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-020
Total liabilities as of the end of the plan year2025-05-020
Total liabilities as of the beginning of the plan year2025-05-020
Total expenses incurred by plan in this plan year2025-05-027728
Net assets as of the end of the plan year2025-05-02418356
Total assets as of the beginning of the plan year2025-05-02364897
Value of plan covered by a fidelity bond2025-05-02500000
Participant contributions to plan in this plan year2025-05-020
Other expenses paid from plan in this plan year2025-05-02120
Other contributions to plan in this plan year2025-05-020
Other income to plan in this plan year2025-05-0261187
Plan net income in this plan year2025-05-0253459
Net assets as of the end of the plan year2025-05-02418356
Net assets as of the beginning of the plan year2025-05-02364897
Employer contributions to plan in this plan year2025-05-020
Fees paid to broker by Benefit Provider2025-05-027
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-0242
Total transfers to/from plan in this plan year2025-03-260
Total liabilities as of the end of the plan year2025-03-260
Total liabilities as of the beginning of the plan year2025-03-260
Total expenses incurred by plan in this plan year2025-03-2614281
Net assets as of the end of the plan year2025-03-26395080
Total assets as of the beginning of the plan year2025-03-26344610
Value of plan covered by a fidelity bond2025-03-26500000
Participant contributions to plan in this plan year2025-03-260
Other expenses paid from plan in this plan year2025-03-260
Other contributions to plan in this plan year2025-03-260
Other income to plan in this plan year2025-03-2664751
Plan net income in this plan year2025-03-2650470
Net assets as of the end of the plan year2025-03-26395080
Net assets as of the beginning of the plan year2025-03-26344610
Employer contributions to plan in this plan year2025-03-260
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-2678
Total transfers to/from plan in this plan year2025-03-250
Total liabilities as of the end of the plan year2025-03-250
Total liabilities as of the beginning of the plan year2025-03-250
Total expenses incurred by plan in this plan year2025-03-251138
Net assets as of the end of the plan year2025-03-25321769
Total assets as of the beginning of the plan year2025-03-25259029
Value of plan covered by a fidelity bond2025-03-25500000
Participant contributions to plan in this plan year2025-03-251452
Other expenses paid from plan in this plan year2025-03-250
Other contributions to plan in this plan year2025-03-250
Other income to plan in this plan year2025-03-2561701
Plan net income in this plan year2025-03-2562740
Net assets as of the end of the plan year2025-03-25321769
Net assets as of the beginning of the plan year2025-03-25259029
Employer contributions to plan in this plan year2025-03-25725
Fees paid to broker by Benefit Provider2025-03-2531

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