| Plan Name | AMERICAN HEALTH ASSISTANCE FOUNDATION MONEY PURCHASE PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | BRIGHTFOCUS FOUNDATION |
| Employer identification number (EIN): | 237337229 |
| NAIC Classification: | 813000 |
| NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about BRIGHTFOCUS FOUNDATION
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 2017-05-04 |
| Company Identification Number: | 0802713078 |
| Legal Registered Office Address: |
815 BRAZOS ST STE 500 AUSTIN United States of America (USA) 78701 |
More information about BRIGHTFOCUS FOUNDATION
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-10-01 | ||||
| 001 | 2021-10-01 | ||||
| 001 | 2020-10-01 | ||||
| 001 | 2019-10-01 | ||||
| 001 | 2018-10-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | ||||
| 001 | 2016-01-01 | ||||
| 001 | 2015-01-01 | ||||
| 001 | 2014-01-01 | SUE ACHUFF | 2015-07-13 | ||
| 001 | 2013-01-01 | ANDREW SMITH | 2014-06-27 | ||
| 001 | 2012-01-01 | ANDREW SMITH | 2013-07-26 | ||
| 001 | 2011-01-01 | SUE ACHUFF | 2012-07-27 | ||
| 001 | 2010-01-01 | DEE CARLSON | 2011-09-19 |
| Measure | Date | Value |
|---|---|---|
| 2025 : AMERICAN HEALTH ASSISTANCE FOUNDATION MONEY PURCHASE PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-07-08 | 1475043 |
| Net assets as of the end of the plan year | 2025-07-08 | 7174560 |
| Total assets as of the beginning of the plan year | 2025-07-08 | 6427107 |
| Value of plan covered by a fidelity bond | 2025-07-08 | 1000000 |
| Value of participant loans at end of plan year | 2025-07-08 | 70491 |
| Other expenses paid from plan in this plan year | 2025-07-08 | 4006 |
| Other income to plan in this plan year | 2025-07-08 | 1893933 |
| Plan net income in this plan year | 2025-07-08 | 747453 |
| Net assets as of the end of the plan year | 2025-07-08 | 7174560 |
| Net assets as of the beginning of the plan year | 2025-07-08 | 6427107 |
| Employer contributions to plan in this plan year | 2025-07-08 | 328563 |
| 2023 : AMERICAN HEALTH ASSISTANCE FOUNDATION MONEY PURCHASE PLAN 2023 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2023-06-30 | 285176 |
| Net assets as of the end of the plan year | 2023-06-30 | 5296848 |
| Total assets as of the beginning of the plan year | 2023-06-30 | 6488842 |
| Value of plan covered by a fidelity bond | 2023-06-30 | 500000 |
| Value of participant loans at end of plan year | 2023-06-30 | 49665 |
| Other income to plan in this plan year | 2023-06-30 | -1213626 |
| Plan net income in this plan year | 2023-06-30 | -1191994 |
| Net assets as of the end of the plan year | 2023-06-30 | 5296848 |
| Net assets as of the beginning of the plan year | 2023-06-30 | 6488842 |
| Employer contributions to plan in this plan year | 2023-06-30 | 306808 |