Logo

EMPLOYEE BENEFIT PLAN OF TRAVELERS AID SOCIETY OF PHILADELPHIA DBA FAMILIES FORWARD PHILADELPHI 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF TRAVELERS AID SOCIETY OF PHILADELPHIA DBA FAMILIES FORWARD PHILADELPHI
Plan identification number 004

EMPLOYEE BENEFIT PLAN OF TRAVELERS AID SOCIETY OF PHILADELPHIA DBA FAMILIES FORWARD PHILADELPHI Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

TRAVELERS AID SOCIETY OF PHILADELPH IA DBA FAMILIES FORWARD PHILADELPH has sponsored the creation of one or more 401k plans.

Company Name:TRAVELERS AID SOCIETY OF PHILADELPH IA DBA FAMILIES FORWARD PHILADELPH
Employer identification number (EIN):231161210
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF TRAVELERS AID SOCIETY OF PHILADELPHIA DBA FAMILIES FORWARD PHILADELPHI

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01DAVID MICHELSON2024-07-07
0042022-01-01DAVID MICHELSON2023-10-10
0042021-01-01DAVID MICHELSON2022-03-24
0042020-01-01DAVID MICHELSON2021-04-28
0042019-01-01DAVID MICHELSON2020-03-27
0042018-01-01DAVID MICHELSON2019-07-01
0042017-01-01DAVID MICHELSON2018-04-10
0042016-01-01DAVID MICHELSON2017-07-13 DAVID MICHELSON2017-07-13
0042015-01-01DAVID MICHELSON2016-07-12 DAVID MICHELSON2016-07-12
0042014-01-01DAVID MICHELSON2015-03-20 DAVID MICHELSON2015-03-20
0042013-07-01DAVID MICHELSON2014-07-28
0042012-07-01DAVID MICHELSON2013-08-12
0042011-07-01DAVID MICHELSON2012-08-08
0042010-07-01DAVID MICHELSON2011-10-31

Financial Data on EMPLOYEE BENEFIT PLAN OF TRAVELERS AID SOCIETY OF PHILADELPHIA DBA FAMILIES FORWARD PHILADELPHI

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF TRAVELERS AID SOCIETY OF PHILADELPHIA DBA FAMILIES FORWARD PHILADELPHI 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-200
Total liabilities as of the end of the plan year2025-06-200
Total liabilities as of the beginning of the plan year2025-06-200
Total expenses incurred by plan in this plan year2025-06-20148027
Net assets as of the end of the plan year2025-06-20913852
Total assets as of the beginning of the plan year2025-06-20902489
Value of plan covered by a fidelity bond2025-06-20100000
Participant contributions to plan in this plan year2025-06-2058214
Other expenses paid from plan in this plan year2025-06-2033
Other contributions to plan in this plan year2025-06-200
Other income to plan in this plan year2025-06-2083605
Plan net income in this plan year2025-06-2011363
Net assets as of the end of the plan year2025-06-20913852
Net assets as of the beginning of the plan year2025-06-20902489
Employer contributions to plan in this plan year2025-06-2017571
Fees paid to broker by Benefit Provider2025-06-20161
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-20464
2024 : EMPLOYEE BENEFIT PLAN OF TRAVELERS AID SOCIETY OF PHILADELPHIA DBA FAMILIES FORWARD PHILADELPHI 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-070
Total liabilities as of the end of the plan year2024-07-070
Total liabilities as of the beginning of the plan year2024-07-070
Total expenses incurred by plan in this plan year2024-07-0744305
Net assets as of the end of the plan year2024-07-07902489
Total assets as of the beginning of the plan year2024-07-07791061
Value of plan covered by a fidelity bond2024-07-07100000
Participant contributions to plan in this plan year2024-07-0755424
Other expenses paid from plan in this plan year2024-07-070
Other contributions to plan in this plan year2024-07-070
Other income to plan in this plan year2024-07-0782453
Plan net income in this plan year2024-07-07111428
Net assets as of the end of the plan year2024-07-07902489
Net assets as of the beginning of the plan year2024-07-07791061
Employer contributions to plan in this plan year2024-07-0717856
Fees paid to broker by Benefit Provider2024-07-07405
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-07354

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1