| Plan Name | 403(B) THRIFT PLAN OF WORDS ALIVE |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | WORDS ALIVE |
| Employer identification number (EIN): | 330857381 |
| NAIC Classification: | 624100 |
| NAIC Description: | Individual and Family Services |
Additional information about WORDS ALIVE
| Jurisdiction of Incorporation: | California Department of State |
| Incorporation Date: | 1999-05-10 |
| Company Identification Number: | C2163725 |
| Legal Registered Office Address: |
4151 Mt. Everest Blvd. San Diego United States of America (USA) 92111 |
More information about WORDS ALIVE
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | RACHAEL OROSE | 2024-09-09 | ||
| 001 | 2022-01-01 | RACHAEL OROSE | 2023-07-14 | ||
| 001 | 2021-01-01 | RACHAEL OROSE | 2022-08-25 | ||
| 001 | 2020-01-01 | SARA MORTENSEN | 2021-02-25 | ||
| 001 | 2019-01-01 | SARA MORTENSEN | 2020-07-10 | ||
| 001 | 2018-01-01 | SARA MORTENSEN | 2019-07-25 | ||
| 001 | 2017-01-01 | PATRICK STEWART | 2018-07-31 | PATRICK STEWART | 2018-07-31 |
| 001 | 2016-01-01 | PATRICK STEWART | 2017-07-19 | PATRICK STEWART | 2017-07-19 |
| 001 | 2015-01-01 | PATRICK STEWART | 2016-07-18 | PATRICK STEWART | 2016-07-18 |
| 001 | 2014-01-01 | PATRICK STEWART | 2015-07-31 | PATRICK STEWART | 2015-07-31 |
| 001 | 2013-01-01 | PATRICK STEWART | 2014-05-07 | PATRICK STEWART | 2014-05-07 |
| 001 | 2012-01-01 | PATRICK STEWART | 2013-05-31 | PATRICK STEWART | 2013-05-31 |
| 001 | 2011-01-01 | PATRICK STEWART | 2012-05-22 | PATRICK STEWART | 2012-05-22 |
| 001 | 2010-01-01 | PATRICK STEWART | 2011-06-01 | PATRICK STEWART | 2011-06-01 |
| Measure | Date | Value |
|---|---|---|
| 2025 : 403(B) THRIFT PLAN OF WORDS ALIVE 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-07-28 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-28 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-28 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-28 | 5698 |
| Net assets as of the end of the plan year | 2025-07-28 | 234201 |
| Total assets as of the beginning of the plan year | 2025-07-28 | 176329 |
| Value of plan covered by a fidelity bond | 2025-07-28 | 30000 |
| Participant contributions to plan in this plan year | 2025-07-28 | 30416 |
| Other expenses paid from plan in this plan year | 2025-07-28 | 0 |
| Other contributions to plan in this plan year | 2025-07-28 | 0 |
| Other income to plan in this plan year | 2025-07-28 | 24533 |
| Plan net income in this plan year | 2025-07-28 | 57872 |
| Net assets as of the end of the plan year | 2025-07-28 | 234201 |
| Net assets as of the beginning of the plan year | 2025-07-28 | 176329 |
| Employer contributions to plan in this plan year | 2025-07-28 | 8621 |
| Fees paid to broker by Benefit Provider | 2025-07-28 | 18 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-28 | 40 |
| 2024 : 403(B) THRIFT PLAN OF WORDS ALIVE 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-09-09 | 0 |
| Total liabilities as of the end of the plan year | 2024-09-09 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-09 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-09 | 73466 |
| Net assets as of the end of the plan year | 2024-09-09 | 176329 |
| Total assets as of the beginning of the plan year | 2024-09-09 | 182232 |
| Value of plan covered by a fidelity bond | 2024-09-09 | 30000 |
| Participant contributions to plan in this plan year | 2024-09-09 | 31507 |
| Other expenses paid from plan in this plan year | 2024-09-09 | 0 |
| Other contributions to plan in this plan year | 2024-09-09 | 0 |
| Other income to plan in this plan year | 2024-09-09 | 28207 |
| Plan net income in this plan year | 2024-09-09 | -5903 |
| Net assets as of the end of the plan year | 2024-09-09 | 176329 |
| Net assets as of the beginning of the plan year | 2024-09-09 | 182232 |
| Employer contributions to plan in this plan year | 2024-09-09 | 7849 |
| Fees paid to broker by Benefit Provider | 2024-09-09 | 65 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-09 | 25 |
| 2022 : 403(B) THRIFT PLAN OF WORDS ALIVE 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-08-25 | 0 |
| Total liabilities as of the end of the plan year | 2022-08-25 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-08-25 | 0 |
| Total expenses incurred by plan in this plan year | 2022-08-25 | 10040 |
| Net assets as of the end of the plan year | 2022-08-25 | 234636 |
| Total assets as of the beginning of the plan year | 2022-08-25 | 191263 |
| Value of plan covered by a fidelity bond | 2022-08-25 | 30000 |
| Participant contributions to plan in this plan year | 2022-08-25 | 17460 |
| Other expenses paid from plan in this plan year | 2022-08-25 | 40 |
| Other contributions to plan in this plan year | 2022-08-25 | 2070 |
| Other income to plan in this plan year | 2022-08-25 | 33883 |
| Plan net income in this plan year | 2022-08-25 | 43373 |
| Net assets as of the end of the plan year | 2022-08-25 | 234636 |
| Net assets as of the beginning of the plan year | 2022-08-25 | 191263 |
| Employer contributions to plan in this plan year | 2022-08-25 | 0 |
| Fees paid to broker by Benefit Provider | 2022-08-25 | 109 |