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403(B) THRIFT PLAN OF WOMEN'S INDEPENDENCE SCHOLARSHIP PROGRAM, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF WOMEN'S INDEPENDENCE SCHOLARSHIP PROGRAM, INC.
Plan identification number 001

403(B) THRIFT PLAN OF WOMEN'S INDEPENDENCE SCHOLARSHIP PROGRAM, INC. Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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

WOMEN'S INDEPENDENCE SCHOLARSHIP PR OGRAM, INC. has sponsored the creation of one or more 401k plans.

Company Name:WOMEN'S INDEPENDENCE SCHOLARSHIP PR OGRAM, INC.
Employer identification number (EIN):261956643
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF WOMEN'S INDEPENDENCE SCHOLARSHIP PROGRAM, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TAMMY SIMMONS2024-06-13
0012022-01-01TAMMY SIMMONS2023-06-15
0012021-01-01TAMMY SIMMONS2022-06-27
0012020-01-01NANCY SOWARD2021-07-07
0012019-01-01NANCY SOWARD2020-05-22
0012018-01-01NANCY SOWARD2019-05-16
0012017-01-01NANCY SOWARD2018-05-29 NANCY SOWARD2018-05-29
0012016-01-01NANCY SOWARD2017-04-03 NANCY SOWARD2017-04-03
0012015-01-01NANCY SOWARD2016-05-09 NANCY SOWARD2016-05-09
0012014-01-01NANCY SOWARD2015-04-10 NANCY SOWARD2015-04-10
0012013-01-01NANCY SOWARD2014-06-03 NANCY SOWARD2014-06-03
0012012-01-01NANCY SOWARD2013-06-04 NANCY SOWARD2013-06-04
0012011-01-01NANCY J. SOWARD2012-06-05 NANCY J. SOWARD2012-06-05
0012010-01-01NANCY J. SOWARD2011-05-24 NANCY J. SOWARD2011-05-24

Financial Data on 403(B) THRIFT PLAN OF WOMEN'S INDEPENDENCE SCHOLARSHIP PROGRAM, INC.

Measure Date Value
2025 : 403(B) THRIFT PLAN OF WOMEN'S INDEPENDENCE SCHOLARSHIP PROGRAM, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-200
Total liabilities as of the end of the plan year2025-08-200
Total liabilities as of the beginning of the plan year2025-08-200
Total expenses incurred by plan in this plan year2025-08-2024
Net assets as of the end of the plan year2025-08-201423622
Total assets as of the beginning of the plan year2025-08-201148290
Value of plan covered by a fidelity bond2025-08-2050000
Participant contributions to plan in this plan year2025-08-2025118
Other expenses paid from plan in this plan year2025-08-200
Other contributions to plan in this plan year2025-08-200
Other income to plan in this plan year2025-08-20227905
Plan net income in this plan year2025-08-20275332
Net assets as of the end of the plan year2025-08-201423622
Net assets as of the beginning of the plan year2025-08-201148290
Employer contributions to plan in this plan year2025-08-2022333
Fees paid to broker by Benefit Provider2025-08-2048
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-2024
2024 : 403(B) THRIFT PLAN OF WOMEN'S INDEPENDENCE SCHOLARSHIP PROGRAM, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-130
Total liabilities as of the end of the plan year2024-06-130
Total liabilities as of the beginning of the plan year2024-06-130
Total expenses incurred by plan in this plan year2024-06-1323
Net assets as of the end of the plan year2024-06-131148290
Total assets as of the beginning of the plan year2024-06-13893105
Value of plan covered by a fidelity bond2024-06-1350000
Participant contributions to plan in this plan year2024-06-1323367
Other expenses paid from plan in this plan year2024-06-130
Other contributions to plan in this plan year2024-06-130
Other income to plan in this plan year2024-06-13206877
Plan net income in this plan year2024-06-13255185
Net assets as of the end of the plan year2024-06-131148290
Net assets as of the beginning of the plan year2024-06-13893105
Employer contributions to plan in this plan year2024-06-1324964
Fees paid to broker by Benefit Provider2024-06-13402
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-1323
2022 : 403(B) THRIFT PLAN OF WOMEN'S INDEPENDENCE SCHOLARSHIP PROGRAM, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-270
Total liabilities as of the end of the plan year2022-06-270
Total liabilities as of the beginning of the plan year2022-06-270
Total expenses incurred by plan in this plan year2022-06-27559190
Net assets as of the end of the plan year2022-06-271072886
Total assets as of the beginning of the plan year2022-06-271289370
Value of plan covered by a fidelity bond2022-06-2720000
Participant contributions to plan in this plan year2022-06-2720617
Other expenses paid from plan in this plan year2022-06-270
Other contributions to plan in this plan year2022-06-270
Other income to plan in this plan year2022-06-27201116
Plan net income in this plan year2022-06-27-216484
Net assets as of the end of the plan year2022-06-271072886
Net assets as of the beginning of the plan year2022-06-271289370
Employer contributions to plan in this plan year2022-06-27120973
Fees paid to broker by Benefit Provider2022-06-27134

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