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MAKE-A-WISH FOUNDATION OF PHILADELPHIA & SUSQUEHANNA VALLEY TSA PLAN 401k Plan overview

Plan NameMAKE-A-WISH FOUNDATION OF PHILADELPHIA & SUSQUEHANNA VALLEY TSA PLAN
Plan identification number 001

MAKE-A-WISH FOUNDATION OF PHILADELPHIA & SUSQUEHANNA VALLEY TSA 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 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.
  • 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

MAKE-A-WISH FOUNDATION OF PHILADELPHIA & SUSQUEHANNA VALLEY has sponsored the creation of one or more 401k plans.

Company Name:MAKE-A-WISH FOUNDATION OF PHILADELPHIA & SUSQUEHANNA VALLEY
Employer identification number (EIN):222755963
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MAKE-A-WISH FOUNDATION OF PHILADELPHIA & SUSQUEHANNA VALLEY TSA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012020-01-01SUSAN ZEHREN2021-05-06 SUSAN ZEHREN2021-05-06
0012019-01-01SUSAN ZEHREN2020-08-12 SUSAN ZEHREN2020-08-12
0012018-01-01SUSAN ZEHREN2019-08-07 SUSAN ZEHREN2019-08-07
0012017-01-01SUSAN ZEHREN2018-07-18 DENNIS HERON2018-07-19
0012016-01-01SUSAN ZEHREN2017-06-22 DENNIS HERON2017-06-22
0012015-01-01SUSAN ZEHREN2016-07-05 DENNIS HERON2016-07-05
0012014-01-01SUSAN ZEHREN2015-04-08 DENNIS HERON2015-04-08
0012013-01-01SUSAN ZEHREN2014-03-25 DENNIS HERON2014-03-25
0012012-01-01SUSAN ZEHREN2013-09-24 DENNIS HERON2013-09-24
0012011-01-01SUSAN ZEHREN2012-03-14 DENNIS HERON2012-03-14
0012010-01-01DENNIS HERON2011-08-11

Plan Statistics for MAKE-A-WISH FOUNDATION OF PHILADELPHIA & SUSQUEHANNA VALLEY TSA PLAN

401k plan membership statisitcs for MAKE-A-WISH FOUNDATION OF PHILADELPHIA & SUSQUEHANNA VALLEY TSA PLAN

Measure Date Value
2025: MAKE-A-WISH FOUNDATION OF PHILADELPHIA & SUSQUEHANNA VALLEY TSA PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-027
Total number of particpants at end of year2025-10-027
Number of Participants With Account Balances2025-10-027
Total number of particpants at beginning of year2025-03-2613
Total number of particpants at end of year2025-03-2610
Number of Participants With Account Balances2025-03-2610
Total number of particpants at beginning of year2025-01-228
Total number of particpants at end of year2025-01-228
Number of Participants With Account Balances2025-01-220

Financial Data on MAKE-A-WISH FOUNDATION OF PHILADELPHIA & SUSQUEHANNA VALLEY TSA PLAN

Measure Date Value
2025 : MAKE-A-WISH FOUNDATION OF PHILADELPHIA & SUSQUEHANNA VALLEY TSA PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-10-020
Total expenses incurred by plan in this plan year2025-10-0211160
Net assets as of the end of the plan year2025-10-02371941
Total assets as of the beginning of the plan year2025-10-02342151
Value of plan covered by a fidelity bond2025-10-021000000
Other income to plan in this plan year2025-10-0240950
Plan net income in this plan year2025-10-0229790
Net assets as of the end of the plan year2025-10-02371941
Net assets as of the beginning of the plan year2025-10-02342151
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-027957
Total expenses incurred by plan in this plan year2025-03-26567302
Net assets as of the end of the plan year2025-03-26334423
Total assets as of the beginning of the plan year2025-03-26834733
Value of plan covered by a fidelity bond2025-03-261000000
Value of participant loans at end of plan year2025-03-262421
Other income to plan in this plan year2025-03-2666992
Plan net income in this plan year2025-03-26-500310
Net assets as of the end of the plan year2025-03-26334423
Net assets as of the beginning of the plan year2025-03-26834733
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-2610284
Total liabilities as of the end of the plan year2025-01-220
Total liabilities as of the beginning of the plan year2025-01-220
Total expenses incurred by plan in this plan year2025-01-223348
Net assets as of the end of the plan year2025-01-22377679
Total assets as of the beginning of the plan year2025-01-22340695
Value of plan covered by a fidelity bond2025-01-221000000
Participant contributions to plan in this plan year2025-01-220
Other expenses paid from plan in this plan year2025-01-220
Other contributions to plan in this plan year2025-01-220
Other income to plan in this plan year2025-01-2240332
Plan net income in this plan year2025-01-2236984
Net assets as of the end of the plan year2025-01-22377679
Net assets as of the beginning of the plan year2025-01-22340695
Employer contributions to plan in this plan year2025-01-220
Expensese paid to adminstrative service provicers from plan in this plan year2025-01-220

Potentially related plans

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