MAKE-A-WISH FOUNDATION OF SAN DIEGO , INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-25 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-25 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-25 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-25 | 371358 |
| Net assets as of the end of the plan year | 2025-07-25 | 1056543 |
| Total assets as of the beginning of the plan year | 2025-07-25 | 957774 |
| Value of plan covered by a fidelity bond | 2025-07-25 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-25 | 85040 |
| Other expenses paid from plan in this plan year | 2025-07-25 | 15 |
| Other contributions to plan in this plan year | 2025-07-25 | 228339 |
| Other income to plan in this plan year | 2025-07-25 | 156748 |
| Plan net income in this plan year | 2025-07-25 | 98769 |
| Net assets as of the end of the plan year | 2025-07-25 | 1056543 |
| Net assets as of the beginning of the plan year | 2025-07-25 | 957774 |
| Employer contributions to plan in this plan year | 2025-07-25 | 0 |
| Fees paid to broker by Benefit Provider | 2025-07-25 | 63 |
| 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 year | 2024-07-25 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-25 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-25 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-25 | 0 |
| Net assets as of the end of the plan year | 2024-07-25 | 957774 |
| Total assets as of the beginning of the plan year | 2024-07-25 | 691286 |
| Value of plan covered by a fidelity bond | 2024-07-25 | 500000 |
| Participant contributions to plan in this plan year | 2024-07-25 | 136594 |
| Other expenses paid from plan in this plan year | 2024-07-25 | 0 |
| Other contributions to plan in this plan year | 2024-07-25 | 0 |
| Other income to plan in this plan year | 2024-07-25 | 129894 |
| Plan net income in this plan year | 2024-07-25 | 266488 |
| Net assets as of the end of the plan year | 2024-07-25 | 957774 |
| Net assets as of the beginning of the plan year | 2024-07-25 | 691286 |
| Employer contributions to plan in this plan year | 2024-07-25 | 0 |
| Fees paid to broker by Benefit Provider | 2024-07-25 | 79 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-25 | 0 |
| 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 year | 2022-04-05 | 0 |
| Total liabilities as of the end of the plan year | 2022-04-05 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-04-05 | 0 |
| Total expenses incurred by plan in this plan year | 2022-04-05 | 717296 |
| Net assets as of the end of the plan year | 2022-04-05 | 779486 |
| Total assets as of the beginning of the plan year | 2022-04-05 | 1202115 |
| Value of plan covered by a fidelity bond | 2022-04-05 | 500000 |
| Participant contributions to plan in this plan year | 2022-04-05 | 96440 |
| Other expenses paid from plan in this plan year | 2022-04-05 | 58 |
| Other contributions to plan in this plan year | 2022-04-05 | 13284 |
| Other income to plan in this plan year | 2022-04-05 | 184943 |
| Plan net income in this plan year | 2022-04-05 | -422629 |
| Net assets as of the end of the plan year | 2022-04-05 | 779486 |
| Net assets as of the beginning of the plan year | 2022-04-05 | 1202115 |
| Employer contributions to plan in this plan year | 2022-04-05 | 0 |
| Fees paid to broker by Benefit Provider | 2022-04-05 | 331 |