Logo

SPECIAL OLYMPICS NEW JERSEY, INC. SAVINGS PLAN 401k Plan overview

Plan NameSPECIAL OLYMPICS NEW JERSEY, INC. SAVINGS PLAN
Plan identification number 002

SPECIAL OLYMPICS NEW JERSEY, INC. SAVINGS PLAN 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock 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.
  • 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

SPECIAL OLYMPICS NEW JERSEY has sponsored the creation of one or more 401k plans.

Company Name:SPECIAL OLYMPICS NEW JERSEY
Employer identification number (EIN):237448729
NAIC Classification:711210
NAIC Description: Spectator Sports

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPECIAL OLYMPICS NEW JERSEY, INC. SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01CHERYL WILLIS2024-05-08 CHERYL WILLIS2024-05-08
0022022-01-01HEATHER ANDERSEN2023-05-16 HEATHER ANDERSEN2023-05-16
0022021-01-01HEATHER ANDERSEN2022-03-08 HEATHER ANDERSEN2022-03-08
0022020-01-01HEATHER ANDERSEN2021-10-11 CHERYL WILLIS2021-10-11
0022019-01-01
0022018-01-01HEATHER ANDERSEN HEATHER ANDERSEN2019-06-12
0022017-01-01HEATHER ANDERSEN HEATHER ANDERSEN2018-06-18
0022016-01-01HEATHER ANDERSEN HEATHER ANDERSEN2017-06-16
0022015-01-01HEATHER ANDERSEN
0022014-01-01SUZANNE L. SCHWANDA SUZANNE L. SCHWANDA2015-09-26
0022013-01-01SUZANNE L. SCHWANDA
0022012-01-01SUZANNE L. SCHWANDA
0022011-01-01SUZANNE L. SCHWANDA
0022009-01-01SUZANNE L. SCHWANDA

Financial Data on SPECIAL OLYMPICS NEW JERSEY, INC. SAVINGS PLAN

Measure Date Value
2025 : SPECIAL OLYMPICS NEW JERSEY, INC. SAVINGS PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-060
Total liabilities as of the end of the plan year2025-05-060
Total liabilities as of the beginning of the plan year2025-05-060
Total expenses incurred by plan in this plan year2025-05-06379039
Net assets as of the end of the plan year2025-05-064795563
Total assets as of the beginning of the plan year2025-05-064081483
Value of plan covered by a fidelity bond2025-05-06400000
Participant contributions to plan in this plan year2025-05-06296601
Value of participant loans at end of plan year2025-05-0654216
Other expenses paid from plan in this plan year2025-05-060
Other contributions to plan in this plan year2025-05-0646624
Other income to plan in this plan year2025-05-06574829
Plan net income in this plan year2025-05-06714080
Net assets as of the end of the plan year2025-05-064795563
Net assets as of the beginning of the plan year2025-05-064081483
Employer contributions to plan in this plan year2025-05-06175065
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-0625411
2024 : SPECIAL OLYMPICS NEW JERSEY, INC. SAVINGS PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-080
Total liabilities as of the end of the plan year2024-05-080
Total liabilities as of the beginning of the plan year2024-05-080
Total expenses incurred by plan in this plan year2024-05-08133087
Net assets as of the end of the plan year2024-05-084081483
Total assets as of the beginning of the plan year2024-05-083210507
Value of plan covered by a fidelity bond2024-05-08400000
Participant contributions to plan in this plan year2024-05-08248373
Value of participant loans at end of plan year2024-05-0854510
Other expenses paid from plan in this plan year2024-05-080
Other contributions to plan in this plan year2024-05-082540
Other income to plan in this plan year2024-05-08557313
Plan net income in this plan year2024-05-08870976
Net assets as of the end of the plan year2024-05-084081483
Net assets as of the beginning of the plan year2024-05-083210507
Employer contributions to plan in this plan year2024-05-08195837
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-0820941
2022 : SPECIAL OLYMPICS NEW JERSEY, INC. SAVINGS PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-03-080
Total liabilities as of the end of the plan year2022-03-080
Total liabilities as of the beginning of the plan year2022-03-080
Total expenses incurred by plan in this plan year2022-03-08392525
Net assets as of the end of the plan year2022-03-083781774
Total assets as of the beginning of the plan year2022-03-083426449
Value of plan covered by a fidelity bond2022-03-08400000
Participant contributions to plan in this plan year2022-03-08193800
Value of participant loans at end of plan year2022-03-0815809
Other expenses paid from plan in this plan year2022-03-080
Other contributions to plan in this plan year2022-03-088565
Other income to plan in this plan year2022-03-08391085
Plan net income in this plan year2022-03-08355325
Net assets as of the end of the plan year2022-03-083781774
Net assets as of the beginning of the plan year2022-03-083426449
Employer contributions to plan in this plan year2022-03-08154400
Expensese paid to adminstrative service provicers from plan in this plan year2022-03-0815575
2019 : SPECIAL OLYMPICS NEW JERSEY, INC. SAVINGS PLAN 2019 401k financial data
Total income from all sources2019-12-31$856,207
Expenses. Total of all expenses incurred2019-12-31$356,123
Benefits paid (including direct rollovers)2019-12-31$355,581
Total plan assets at end of year2019-12-31$2,930,454
Total plan assets at beginning of year2019-12-31$2,430,370
Value of fidelity bond covering the plan2019-12-31$250,000
Total contributions received or receivable from participants2019-12-31$171,228
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$522,390
Net income (gross income less expenses)2019-12-31$500,084
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,930,454
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,430,370
Assets. Value of participant loans2019-12-31$31,557
Total contributions received or receivable from employer(s)2019-12-31$162,589
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$542
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : SPECIAL OLYMPICS NEW JERSEY, INC. SAVINGS PLAN 2018 401k financial data
Total income from all sources2018-12-31$123,995
Expenses. Total of all expenses incurred2018-12-31$69,157
Benefits paid (including direct rollovers)2018-12-31$68,785
Total plan assets at end of year2018-12-31$2,430,370
Total plan assets at beginning of year2018-12-31$2,375,532
Total contributions received or receivable from participants2018-12-31$164,636
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-182,076
Net income (gross income less expenses)2018-12-31$54,838
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,430,370
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,375,532
Assets. Value of participant loans2018-12-31$29,631
Total contributions received or receivable from employer(s)2018-12-31$141,435
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$372
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : SPECIAL OLYMPICS NEW JERSEY, INC. SAVINGS PLAN 2017 401k financial data
Total income from all sources2017-12-31$728,133
Expenses. Total of all expenses incurred2017-12-31$30,159
Benefits paid (including direct rollovers)2017-12-31$29,788
Total plan assets at end of year2017-12-31$2,375,532
Total plan assets at beginning of year2017-12-31$1,677,558
Total contributions received or receivable from participants2017-12-31$132,298
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$159,786
Other income received2017-12-31$302,549
Net income (gross income less expenses)2017-12-31$697,974
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,375,532
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,677,558
Assets. Value of participant loans2017-12-31$32,483
Total contributions received or receivable from employer(s)2017-12-31$133,500
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$371
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : SPECIAL OLYMPICS NEW JERSEY, INC. SAVINGS PLAN 2016 401k financial data
Total income from all sources2016-12-31$304,813
Expenses. Total of all expenses incurred2016-12-31$620,173
Benefits paid (including direct rollovers)2016-12-31$613,078
Total plan assets at end of year2016-12-31$1,677,558
Total plan assets at beginning of year2016-12-31$1,992,918
Total contributions received or receivable from participants2016-12-31$107,521
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$117,249
Net income (gross income less expenses)2016-12-31$-315,360
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,677,558
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,992,918
Assets. Value of participant loans2016-12-31$40,668
Total contributions received or receivable from employer(s)2016-12-31$80,043
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$7,095
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : SPECIAL OLYMPICS NEW JERSEY, INC. SAVINGS PLAN 2015 401k financial data
Total income from all sources2015-12-31$152,001
Expenses. Total of all expenses incurred2015-12-31$257,707
Benefits paid (including direct rollovers)2015-12-31$254,695
Total plan assets at end of year2015-12-31$1,992,918
Total plan assets at beginning of year2015-12-31$2,098,624
Total contributions received or receivable from participants2015-12-31$101,794
Expenses. Other expenses not covered elsewhere2015-12-31$2,382
Contributions received from other sources (not participants or employers)2015-12-31$44,061
Other income received2015-12-31$6,146
Net income (gross income less expenses)2015-12-31$-105,706
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,992,918
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,098,624
Assets. Value of participant loans2015-12-31$29,426
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$630
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : SPECIAL OLYMPICS NEW JERSEY, INC. SAVINGS PLAN 2014 401k financial data
Total income from all sources2014-12-31$300,675
Expenses. Total of all expenses incurred2014-12-31$478,321
Benefits paid (including direct rollovers)2014-12-31$477,716
Total plan assets at end of year2014-12-31$2,098,624
Total plan assets at beginning of year2014-12-31$2,276,270
Value of fidelity bond covering the plan2014-12-31$250,000
Total contributions received or receivable from participants2014-12-31$109,446
Other income received2014-12-31$94,171
Net income (gross income less expenses)2014-12-31$-177,646
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,098,624
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,276,270
Assets. Value of participant loans2014-12-31$15,379
Total contributions received or receivable from employer(s)2014-12-31$97,058
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$605
2013 : SPECIAL OLYMPICS NEW JERSEY, INC. SAVINGS PLAN 2013 401k financial data
Total income from all sources2013-12-31$562,971
Expenses. Total of all expenses incurred2013-12-31$140
Total plan assets at end of year2013-12-31$2,276,270
Total plan assets at beginning of year2013-12-31$1,713,439
Value of fidelity bond covering the plan2013-12-31$250,000
Total contributions received or receivable from participants2013-12-31$90,515
Other income received2013-12-31$378,438
Net income (gross income less expenses)2013-12-31$562,831
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,276,270
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,713,439
Assets. Value of participant loans2013-12-31$22,510
Total contributions received or receivable from employer(s)2013-12-31$94,018
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$140
2012 : SPECIAL OLYMPICS NEW JERSEY, INC. SAVINGS PLAN 2012 401k financial data
Total income from all sources2012-12-31$339,798
Expenses. Total of all expenses incurred2012-12-31$17,954
Benefits paid (including direct rollovers)2012-12-31$17,654
Total plan assets at end of year2012-12-31$1,713,439
Total plan assets at beginning of year2012-12-31$1,391,595
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$87,567
Other income received2012-12-31$172,117
Net income (gross income less expenses)2012-12-31$321,844
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,713,439
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,391,595
Assets. Value of participant loans2012-12-31$36,835
Total contributions received or receivable from employer(s)2012-12-31$80,114
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$300
2011 : SPECIAL OLYMPICS NEW JERSEY, INC. SAVINGS PLAN 2011 401k financial data
Total income from all sources2011-12-31$105,084
Expenses. Total of all expenses incurred2011-12-31$231,105
Benefits paid (including direct rollovers)2011-12-31$230,778
Total plan assets at end of year2011-12-31$1,391,595
Total plan assets at beginning of year2011-12-31$1,517,616
Value of fidelity bond covering the plan2011-12-31$150,000
Total contributions received or receivable from participants2011-12-31$76,672
Other income received2011-12-31$-53,311
Net income (gross income less expenses)2011-12-31$-126,021
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,391,595
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,517,616
Assets. Value of participant loans2011-12-31$39,205
Total contributions received or receivable from employer(s)2011-12-31$81,723
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$327
2010 : SPECIAL OLYMPICS NEW JERSEY, INC. SAVINGS PLAN 2010 401k financial data
Total income from all sources2010-12-31$291,725
Expenses. Total of all expenses incurred2010-12-31$10,938
Benefits paid (including direct rollovers)2010-12-31$10,666
Total plan assets at end of year2010-12-31$1,517,616
Total plan assets at beginning of year2010-12-31$1,236,829
Value of fidelity bond covering the plan2010-12-31$150,000
Total contributions received or receivable from participants2010-12-31$78,606
Other income received2010-12-31$136,623
Net income (gross income less expenses)2010-12-31$280,787
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,517,616
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,236,829
Assets. Value of participant loans2010-12-31$42,858
Total contributions received or receivable from employer(s)2010-12-31$76,496
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$272

Form 5500 Responses for SPECIAL OLYMPICS NEW JERSEY, INC. SAVINGS PLAN

2019: SPECIAL OLYMPICS NEW JERSEY, INC. SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SPECIAL OLYMPICS NEW JERSEY, INC. SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SPECIAL OLYMPICS NEW JERSEY, INC. SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SPECIAL OLYMPICS NEW JERSEY, INC. SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SPECIAL OLYMPICS NEW JERSEY, INC. SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SPECIAL OLYMPICS NEW JERSEY, INC. SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SPECIAL OLYMPICS NEW JERSEY, INC. SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SPECIAL OLYMPICS NEW JERSEY, INC. SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SPECIAL OLYMPICS NEW JERSEY, INC. SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SPECIAL OLYMPICS NEW JERSEY, INC. SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61889
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61889
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61889
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61889
Policy instance 1

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