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403(B) THRIFT PLAN OF WORDS ALIVE 401k Plan overview

Plan Name403(B) THRIFT PLAN OF WORDS ALIVE
Plan identification number 001

403(B) THRIFT PLAN OF WORDS ALIVE 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 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

WORDS ALIVE has sponsored the creation of one or more 401k plans.

Company Name:WORDS ALIVE
Employer identification number (EIN):330857381
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 WORDS ALIVE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01RACHAEL OROSE2024-09-09
0012022-01-01RACHAEL OROSE2023-07-14
0012021-01-01RACHAEL OROSE2022-08-25
0012020-01-01SARA MORTENSEN2021-02-25
0012019-01-01SARA MORTENSEN2020-07-10
0012018-01-01SARA MORTENSEN2019-07-25
0012017-01-01PATRICK STEWART2018-07-31 PATRICK STEWART2018-07-31
0012016-01-01PATRICK STEWART2017-07-19 PATRICK STEWART2017-07-19
0012015-01-01PATRICK STEWART2016-07-18 PATRICK STEWART2016-07-18
0012014-01-01PATRICK STEWART2015-07-31 PATRICK STEWART2015-07-31
0012013-01-01PATRICK STEWART2014-05-07 PATRICK STEWART2014-05-07
0012012-01-01PATRICK STEWART2013-05-31 PATRICK STEWART2013-05-31
0012011-01-01PATRICK STEWART2012-05-22 PATRICK STEWART2012-05-22
0012010-01-01PATRICK STEWART2011-06-01 PATRICK STEWART2011-06-01

Plan Statistics for 403(B) THRIFT PLAN OF WORDS ALIVE

401k plan membership statisitcs for 403(B) THRIFT PLAN OF WORDS ALIVE

Measure Date Value
2025: 403(B) THRIFT PLAN OF WORDS ALIVE 2025 401k membership
Total number of particpants at beginning of year2025-07-2813
Total number of particpants at end of year2025-07-2812
Number of Participants With Account Balances2025-07-2812
2024: 403(B) THRIFT PLAN OF WORDS ALIVE 2024 401k membership
Total number of particpants at beginning of year2024-09-0916
Total number of particpants at end of year2024-09-0913
Number of Participants With Account Balances2024-09-0913
2022: 403(B) THRIFT PLAN OF WORDS ALIVE 2022 401k membership
Total number of particpants at beginning of year2022-08-2514
Total number of particpants at end of year2022-08-2516
Number of Participants With Account Balances2022-08-2516

Financial Data on 403(B) THRIFT PLAN OF WORDS ALIVE

Measure Date Value
2025 : 403(B) THRIFT PLAN OF WORDS ALIVE 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-280
Total liabilities as of the end of the plan year2025-07-280
Total liabilities as of the beginning of the plan year2025-07-280
Total expenses incurred by plan in this plan year2025-07-285698
Net assets as of the end of the plan year2025-07-28234201
Total assets as of the beginning of the plan year2025-07-28176329
Value of plan covered by a fidelity bond2025-07-2830000
Participant contributions to plan in this plan year2025-07-2830416
Other expenses paid from plan in this plan year2025-07-280
Other contributions to plan in this plan year2025-07-280
Other income to plan in this plan year2025-07-2824533
Plan net income in this plan year2025-07-2857872
Net assets as of the end of the plan year2025-07-28234201
Net assets as of the beginning of the plan year2025-07-28176329
Employer contributions to plan in this plan year2025-07-288621
Fees paid to broker by Benefit Provider2025-07-2818
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2840
2024 : 403(B) THRIFT PLAN OF WORDS ALIVE 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-090
Total liabilities as of the end of the plan year2024-09-090
Total liabilities as of the beginning of the plan year2024-09-090
Total expenses incurred by plan in this plan year2024-09-0973466
Net assets as of the end of the plan year2024-09-09176329
Total assets as of the beginning of the plan year2024-09-09182232
Value of plan covered by a fidelity bond2024-09-0930000
Participant contributions to plan in this plan year2024-09-0931507
Other expenses paid from plan in this plan year2024-09-090
Other contributions to plan in this plan year2024-09-090
Other income to plan in this plan year2024-09-0928207
Plan net income in this plan year2024-09-09-5903
Net assets as of the end of the plan year2024-09-09176329
Net assets as of the beginning of the plan year2024-09-09182232
Employer contributions to plan in this plan year2024-09-097849
Fees paid to broker by Benefit Provider2024-09-0965
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-0925
2022 : 403(B) THRIFT PLAN OF WORDS ALIVE 2022 401k financial data
Total transfers to/from plan in this plan year2022-08-250
Total liabilities as of the end of the plan year2022-08-250
Total liabilities as of the beginning of the plan year2022-08-250
Total expenses incurred by plan in this plan year2022-08-2510040
Net assets as of the end of the plan year2022-08-25234636
Total assets as of the beginning of the plan year2022-08-25191263
Value of plan covered by a fidelity bond2022-08-2530000
Participant contributions to plan in this plan year2022-08-2517460
Other expenses paid from plan in this plan year2022-08-2540
Other contributions to plan in this plan year2022-08-252070
Other income to plan in this plan year2022-08-2533883
Plan net income in this plan year2022-08-2543373
Net assets as of the end of the plan year2022-08-25234636
Net assets as of the beginning of the plan year2022-08-25191263
Employer contributions to plan in this plan year2022-08-250
Fees paid to broker by Benefit Provider2022-08-25109

Potentially related plans

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