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TAX DEFERRED ANNUITY PLAN OF MAKE-A-WISH FOUNDATION OF SAN DIEGO, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF MAKE-A-WISH FOUNDATION OF SAN DIEGO, INC.
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF MAKE-A-WISH FOUNDATION OF SAN DIEGO, 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 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

MAKE-A-WISH FOUNDATION OF SAN DIEGO , INC. has sponsored the creation of one or more 401k plans.

Company Name:MAKE-A-WISH FOUNDATION OF SAN DIEGO , INC.
Employer identification number (EIN):330039466
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF MAKE-A-WISH FOUNDATION OF SAN DIEGO, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DANIELLE LOPEZ2024-07-25
0012022-01-01DANIELLE LOPEZ2023-07-24
0012021-01-01DANIELLE LOPEZ2022-04-05
0012020-01-01DANIELLE LOPEZ2021-03-04
0012019-01-01DANIELLE LOPEZ2020-07-09
0012018-01-01BRIAN ANDREWS2019-07-18
0012017-01-01JOHN SLEEPER2018-04-11 JOHN SLEEPER2018-04-11
0012016-01-01MAW SD BY JOHN SLEEPER2017-03-23
0012015-01-01MAW SD BY JOHN SLEEPER2016-05-02
0012014-01-01MAW SD BY JOHN SLEEPER2015-05-05
0012013-01-01MAW SD BY JOHN SLEEPER2014-05-08
0012012-01-01MAW SD BY JOHN SLEEPER2013-05-20
0012011-01-01CHRISTOPHER SICHEL2012-05-15 CHRISTOPHER SICHEL2012-05-15
0012010-01-01CHRISTOPHER SICHEL2011-07-21 CHRISTOPHER SICHEL2011-07-21

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF MAKE-A-WISH FOUNDATION OF SAN DIEGO, INC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF MAKE-A-WISH FOUNDATION OF SAN DIEGO, INC.

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF MAKE-A-WISH FOUNDATION OF SAN DIEGO, INC. 2025 401k membership
Total number of particpants at beginning of year2025-07-2522
Total number of particpants at end of year2025-07-2521
Number of Participants With Account Balances2025-07-2520
2024: TAX DEFERRED ANNUITY PLAN OF MAKE-A-WISH FOUNDATION OF SAN DIEGO, INC. 2024 401k membership
Total number of particpants at beginning of year2024-07-2522
Total number of particpants at end of year2024-07-2522
Number of Participants With Account Balances2024-07-2521
2022: TAX DEFERRED ANNUITY PLAN OF MAKE-A-WISH FOUNDATION OF SAN DIEGO, INC. 2022 401k membership
Total number of particpants at beginning of year2022-04-0519
Total number of particpants at end of year2022-04-0517
Number of Participants With Account Balances2022-04-0516

Financial Data on TAX DEFERRED ANNUITY PLAN OF MAKE-A-WISH FOUNDATION OF SAN DIEGO, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF MAKE-A-WISH FOUNDATION OF SAN DIEGO, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-250
Total liabilities as of the end of the plan year2025-07-250
Total liabilities as of the beginning of the plan year2025-07-250
Total expenses incurred by plan in this plan year2025-07-25371358
Net assets as of the end of the plan year2025-07-251056543
Total assets as of the beginning of the plan year2025-07-25957774
Value of plan covered by a fidelity bond2025-07-25500000
Participant contributions to plan in this plan year2025-07-2585040
Other expenses paid from plan in this plan year2025-07-2515
Other contributions to plan in this plan year2025-07-25228339
Other income to plan in this plan year2025-07-25156748
Plan net income in this plan year2025-07-2598769
Net assets as of the end of the plan year2025-07-251056543
Net assets as of the beginning of the plan year2025-07-25957774
Employer contributions to plan in this plan year2025-07-250
Fees paid to broker by Benefit Provider2025-07-2563
2024 : TAX DEFERRED ANNUITY PLAN OF MAKE-A-WISH FOUNDATION OF SAN DIEGO, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-250
Total liabilities as of the end of the plan year2024-07-250
Total liabilities as of the beginning of the plan year2024-07-250
Total expenses incurred by plan in this plan year2024-07-250
Net assets as of the end of the plan year2024-07-25957774
Total assets as of the beginning of the plan year2024-07-25691286
Value of plan covered by a fidelity bond2024-07-25500000
Participant contributions to plan in this plan year2024-07-25136594
Other expenses paid from plan in this plan year2024-07-250
Other contributions to plan in this plan year2024-07-250
Other income to plan in this plan year2024-07-25129894
Plan net income in this plan year2024-07-25266488
Net assets as of the end of the plan year2024-07-25957774
Net assets as of the beginning of the plan year2024-07-25691286
Employer contributions to plan in this plan year2024-07-250
Fees paid to broker by Benefit Provider2024-07-2579
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-250
2022 : TAX DEFERRED ANNUITY PLAN OF MAKE-A-WISH FOUNDATION OF SAN DIEGO, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-050
Total liabilities as of the end of the plan year2022-04-050
Total liabilities as of the beginning of the plan year2022-04-050
Total expenses incurred by plan in this plan year2022-04-05717296
Net assets as of the end of the plan year2022-04-05779486
Total assets as of the beginning of the plan year2022-04-051202115
Value of plan covered by a fidelity bond2022-04-05500000
Participant contributions to plan in this plan year2022-04-0596440
Other expenses paid from plan in this plan year2022-04-0558
Other contributions to plan in this plan year2022-04-0513284
Other income to plan in this plan year2022-04-05184943
Plan net income in this plan year2022-04-05-422629
Net assets as of the end of the plan year2022-04-05779486
Net assets as of the beginning of the plan year2022-04-051202115
Employer contributions to plan in this plan year2022-04-050
Fees paid to broker by Benefit Provider2022-04-05331

Potentially related plans

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