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403(B) THRIFT PLAN OF GIRL SCOUTS OF OHIO'S HEARTLAND COUNCIL, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF GIRL SCOUTS OF OHIO'S HEARTLAND COUNCIL, INC.
Plan identification number 003

403(B) THRIFT PLAN OF GIRL SCOUTS OF OHIO'S HEARTLAND COUNCIL, INC. 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.
  • 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

GIRL SCOUTS OF OHIO S HEARTLAND COU NCIL, INC. has sponsored the creation of one or more 401k plans.

Company Name:GIRL SCOUTS OF OHIO S HEARTLAND COU NCIL, INC.
Employer identification number (EIN):314379475
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF GIRL SCOUTS OF OHIO'S HEARTLAND COUNCIL, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01AMANDA REEVES2023-09-26
0032021-01-01AMANDA REEVES2022-05-26
0032020-01-01AMANDA REEVES2021-07-14
0032019-01-01AMANDA REEVES2020-07-29
0032018-01-01AMANDA REEVES2019-07-18
0032017-01-01TAMMY WHARTON2018-06-25 TAMMY WHARTON2018-06-25
0032016-01-01JODY A DAVIS2017-07-20
0032015-01-01JODY A DAVIS JODY A DAVIS2016-10-13
0032014-01-01JODY DAVIS2015-07-22 JODY DAVIS2015-07-22
0032013-01-01JODY DAVIS2015-07-22 JODY DAVIS2015-07-22
0032012-01-01TAMMY WHARTON2013-10-07
0032011-01-01TAMMY H. WHARTON2012-10-02 TAMMY H. WHARTON2012-10-02
0032010-01-01TAMMY H. WHARTON2012-07-23 TAMMY H. WHARTON2012-07-23

Plan Statistics for 403(B) THRIFT PLAN OF GIRL SCOUTS OF OHIO'S HEARTLAND COUNCIL, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF GIRL SCOUTS OF OHIO'S HEARTLAND COUNCIL, INC.

Measure Date Value
2015: 403(B) THRIFT PLAN OF GIRL SCOUTS OF OHIO'S HEARTLAND COUNCIL, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01133
Total number of active participants reported on line 7a of the Form 55002015-01-0162
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0126
Total of all active and inactive participants2015-01-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0188
Number of participants with account balances2015-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017

Financial Data on 403(B) THRIFT PLAN OF GIRL SCOUTS OF OHIO'S HEARTLAND COUNCIL, INC.

Measure Date Value
2015 : 403(B) THRIFT PLAN OF GIRL SCOUTS OF OHIO'S HEARTLAND COUNCIL, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$350,656
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$145,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$145,138
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$363,298
Value of total assets at end of year2015-12-31$1,528,246
Value of total assets at beginning of year2015-12-31$1,323,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$503
Total interest from all sources2015-12-31$2,608
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$300,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$95,269
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$214,468
Other income not declared elsewhere2015-12-31$89
Administrative expenses (other) incurred2015-12-31$503
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$205,015
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,528,246
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,323,231
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,226,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,066,592
Interest on participant loans2015-12-31$0
Interest earned on other investments2015-12-31$2,608
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$302,025
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$256,639
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-15,339
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$53,561
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$145,138
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GBQ PARTNERS, LLC
Accountancy firm EIN2015-12-31202122306

Form 5500 Responses for 403(B) THRIFT PLAN OF GIRL SCOUTS OF OHIO'S HEARTLAND COUNCIL, INC.

2015: 403(B) THRIFT PLAN OF GIRL SCOUTS OF OHIO'S HEARTLAND COUNCIL, INC. 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 benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number069236K
Policy instance 1
Insurance contract or identification number069236K
Number of Individuals Covered88
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $88
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees88
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameAKRON REGIONAL OFFICE

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