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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
  • 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements 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

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
0032023-01-01SHELLEY WALKER2024-07-25
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

Plan Statistics for 403(B) THRIFT PLAN OF SOUTHWESTERN PENNSYLVANIA LEGAL SERVICES

401k plan membership statisitcs for 403(B) THRIFT PLAN OF SOUTHWESTERN PENNSYLVANIA LEGAL SERVICES

Measure Date Value
2025: 403(B) THRIFT PLAN OF SOUTHWESTERN PENNSYLVANIA LEGAL SERVICES 2025 401k membership
Total number of particpants at beginning of year2025-07-1861
Total number of particpants at end of year2025-07-1886
Number of Participants With Account Balances2025-07-1873
Total number of particpants at beginning of year2025-04-0353
Total number of particpants at end of year2025-04-0361
Number of Participants With Account Balances2025-04-0361
2022: 403(B) THRIFT PLAN OF SOUTHWESTERN PENNSYLVANIA LEGAL SERVICES 2022 401k membership
Total number of particpants at beginning of year2022-05-2338
Total number of particpants at end of year2022-05-2338
Number of Participants With Account Balances2022-05-2338

Financial Data on 403(B) THRIFT PLAN OF SOUTHWESTERN PENNSYLVANIA LEGAL SERVICES

Measure Date Value
2025 : 403(B) THRIFT PLAN OF SOUTHWESTERN PENNSYLVANIA LEGAL SERVICES 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-180
Total liabilities as of the end of the plan year2025-07-180
Total liabilities as of the beginning of the plan year2025-07-180
Total expenses incurred by plan in this plan year2025-07-1828908
Net assets as of the end of the plan year2025-07-182143295
Total assets as of the beginning of the plan year2025-07-181624311
Value of plan covered by a fidelity bond2025-07-18350000
Participant contributions to plan in this plan year2025-07-18171365
Value of participant loans at end of plan year2025-07-181379
Other expenses paid from plan in this plan year2025-07-180
Other contributions to plan in this plan year2025-07-1834705
Other income to plan in this plan year2025-07-18183701
Plan net income in this plan year2025-07-18518984
Net assets as of the end of the plan year2025-07-182143295
Net assets as of the beginning of the plan year2025-07-181624311
Employer contributions to plan in this plan year2025-07-18158121
Fees paid to broker by Benefit Provider2025-07-18412
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-18685
Total transfers to/from plan in this plan year2025-04-03151722
Total liabilities as of the end of the plan year2025-04-030
Total liabilities as of the beginning of the plan year2025-04-030
Total expenses incurred by plan in this plan year2025-04-03177813
Net assets as of the end of the plan year2025-04-031624311
Total assets as of the beginning of the plan year2025-04-031311510
Value of plan covered by a fidelity bond2025-04-03350000
Participant contributions to plan in this plan year2025-04-0373146
Other expenses paid from plan in this plan year2025-04-030
Other contributions to plan in this plan year2025-04-0368767
Other income to plan in this plan year2025-04-03118493
Plan net income in this plan year2025-04-03161079
Net assets as of the end of the plan year2025-04-031624311
Net assets as of the beginning of the plan year2025-04-031311510
Employer contributions to plan in this plan year2025-04-0378486
Fees paid to broker by Benefit Provider2025-04-03274
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-03274
2022 : 403(B) THRIFT PLAN OF SOUTHWESTERN PENNSYLVANIA LEGAL SERVICES 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-230
Total liabilities as of the end of the plan year2022-05-230
Total liabilities as of the beginning of the plan year2022-05-230
Total expenses incurred by plan in this plan year2022-05-2361448
Net assets as of the end of the plan year2022-05-231673515
Total assets as of the beginning of the plan year2022-05-231480361
Value of plan covered by a fidelity bond2022-05-23350000
Participant contributions to plan in this plan year2022-05-2355169
Value of participant loans at end of plan year2022-05-238801
Other expenses paid from plan in this plan year2022-05-23388
Other contributions to plan in this plan year2022-05-230
Other income to plan in this plan year2022-05-23136245
Plan net income in this plan year2022-05-23193154
Net assets as of the end of the plan year2022-05-231673515
Net assets as of the beginning of the plan year2022-05-231480361
Employer contributions to plan in this plan year2022-05-2363188
Fees paid to broker by Benefit Provider2022-05-23157

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

Potentially related plans

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