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403(B) THRIFT PLAN OF SOUTHWESTERN PENNSYLVANIA LEGAL SERVICES 401k Plan overview

Plan Name403(B) THRIFT PLAN OF SOUTHWESTERN PENNSYLVANIA LEGAL SERVICES
Plan identification number 003

403(B) THRIFT PLAN OF SOUTHWESTERN PENNSYLVANIA LEGAL SERVICES 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.

401k Sponsoring company profile

SOUTHWESTERN PENNSYLVANIA LEGAL SER VICES has sponsored the creation of one or more 401k plans.

Company Name:SOUTHWESTERN PENNSYLVANIA LEGAL SER VICES
Employer identification number (EIN):251192139
NAIC Classification:541190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF SOUTHWESTERN PENNSYLVANIA LEGAL SERVICES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01SHELLEY WALKER2023-06-29
0032021-01-01SHELLY WALKER2022-05-23
0032020-01-01SHELLY WALKER2021-07-19
0032018-01-01PAUL THAWANRUK2019-07-12
0032017-01-01AMY J. PUGLISI2018-06-01 AMY J. PUGLISI2018-06-01
0032016-01-01AMY J. PUGLISI2017-04-06 AMY J. PUGLISI2017-04-06
0032015-01-01AMY J. PUGLISI2016-06-20 AMY J. PUGLISI2016-06-20
0032014-01-01AMY J. PUGLISI2015-06-16 AMY J. PUGLISI2015-06-16
0032013-01-01AMY PUGLISI2014-07-22 AMY PUGLISI2014-07-22
0032012-01-01AMY PUGLISI2013-05-29 AMY PUGLISI2013-05-29
0032011-01-01AMY J PUGLISI2012-06-18 AMY J PUGLISI2012-06-18
0032010-01-01ROBERT BRENNER2011-05-24 ROBERT BRENNER2011-05-24
0032007-01-01ROBERT BRENNER

Form 5500 Responses for 403(B) THRIFT PLAN OF SOUTHWESTERN PENNSYLVANIA LEGAL SERVICES

2007: 403(B) THRIFT PLAN OF SOUTHWESTERN PENNSYLVANIA LEGAL SERVICES 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number078060A
Policy instance 1
Insurance contract or identification number078060A
Number of Individuals Covered26
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $375
Are there contracts with allocated funds for individual policies?No
Contracts With Unallocated Funds Deposit Administration1
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees156
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameCHRISTINE CHUNCHICK

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