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403(B) THRIFT PLAN OF THE TOLEDO SOCIETY FOR THE BLIND 401k Plan overview

Plan Name403(B) THRIFT PLAN OF THE TOLEDO SOCIETY FOR THE BLIND
Plan identification number 001

403(B) THRIFT PLAN OF THE TOLEDO SOCIETY FOR THE BLIND Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

THE TOLEDO SOCIETY FOR THE BLIND has sponsored the creation of one or more 401k plans.

Company Name:THE TOLEDO SOCIETY FOR THE BLIND
Employer identification number (EIN):344428258
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF THE TOLEDO SOCIETY FOR THE BLIND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MARLENE GLANZ2024-07-08
0012022-01-01MARLENE GLANZ2023-09-20
0012021-01-01STACEY L. BUTTS2022-10-08
0012021-01-01STACEY L. BUTTS2022-10-08
0012020-01-01STACEY L. BUTTS2021-07-28
0012019-01-01STACEY L. BUTTS2020-07-09
0012018-01-01MARLENE GLANZ2019-08-28
0012017-01-01STACEY L BUTTS2018-07-19
0012016-01-01STACEY BUTTS2017-07-07
0012015-05-01STACEY L BUTTS2016-07-26

Plan Statistics for 403(B) THRIFT PLAN OF THE TOLEDO SOCIETY FOR THE BLIND

401k plan membership statisitcs for 403(B) THRIFT PLAN OF THE TOLEDO SOCIETY FOR THE BLIND

Measure Date Value
2025: 403(B) THRIFT PLAN OF THE TOLEDO SOCIETY FOR THE BLIND 2025 401k membership
Total number of particpants at beginning of year2025-07-2133
Total number of particpants at end of year2025-07-2131
Number of Participants With Account Balances2025-07-2129
2024: 403(B) THRIFT PLAN OF THE TOLEDO SOCIETY FOR THE BLIND 2024 401k membership
Total number of particpants at beginning of year2024-07-0841
Total number of particpants at end of year2024-07-0833
Number of Participants With Account Balances2024-07-0831
2022: 403(B) THRIFT PLAN OF THE TOLEDO SOCIETY FOR THE BLIND 2022 401k membership
Total number of particpants at beginning of year2022-10-0831
Total number of particpants at end of year2022-10-0835
Number of Participants With Account Balances2022-10-0834

Financial Data on 403(B) THRIFT PLAN OF THE TOLEDO SOCIETY FOR THE BLIND

Measure Date Value
2025 : 403(B) THRIFT PLAN OF THE TOLEDO SOCIETY FOR THE BLIND 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-210
Total liabilities as of the end of the plan year2025-07-210
Total liabilities as of the beginning of the plan year2025-07-210
Total expenses incurred by plan in this plan year2025-07-2198569
Net assets as of the end of the plan year2025-07-21701895
Total assets as of the beginning of the plan year2025-07-21675931
Value of plan covered by a fidelity bond2025-07-21200000
Participant contributions to plan in this plan year2025-07-2129354
Other expenses paid from plan in this plan year2025-07-210
Other contributions to plan in this plan year2025-07-210
Other income to plan in this plan year2025-07-2179318
Plan net income in this plan year2025-07-2125964
Net assets as of the end of the plan year2025-07-21701895
Net assets as of the beginning of the plan year2025-07-21675931
Employer contributions to plan in this plan year2025-07-2115861
Fees paid to broker by Benefit Provider2025-07-2127
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-21201
2024 : 403(B) THRIFT PLAN OF THE TOLEDO SOCIETY FOR THE BLIND 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-080
Total liabilities as of the end of the plan year2024-07-080
Total liabilities as of the beginning of the plan year2024-07-080
Total expenses incurred by plan in this plan year2024-07-0833959
Net assets as of the end of the plan year2024-07-08675931
Total assets as of the beginning of the plan year2024-07-08573011
Value of plan covered by a fidelity bond2024-07-08200000
Participant contributions to plan in this plan year2024-07-0829639
Value of participant loans at end of plan year2024-07-0816661
Other expenses paid from plan in this plan year2024-07-080
Other contributions to plan in this plan year2024-07-0814715
Other income to plan in this plan year2024-07-0881742
Plan net income in this plan year2024-07-08102920
Net assets as of the end of the plan year2024-07-08675931
Net assets as of the beginning of the plan year2024-07-08573011
Employer contributions to plan in this plan year2024-07-0810783
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-0860
2022 : 403(B) THRIFT PLAN OF THE TOLEDO SOCIETY FOR THE BLIND 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-080
Total liabilities as of the end of the plan year2022-10-080
Total liabilities as of the beginning of the plan year2022-10-080
Total expenses incurred by plan in this plan year2022-10-0832636
Net assets as of the end of the plan year2022-10-08665218
Total assets as of the beginning of the plan year2022-10-08538150
Value of plan covered by a fidelity bond2022-10-08200000
Participant contributions to plan in this plan year2022-10-0825098
Value of participant loans at end of plan year2022-10-0816985
Other expenses paid from plan in this plan year2022-10-0850
Other contributions to plan in this plan year2022-10-0858852
Other income to plan in this plan year2022-10-0863213
Plan net income in this plan year2022-10-08127068
Net assets as of the end of the plan year2022-10-08665218
Net assets as of the beginning of the plan year2022-10-08538150
Employer contributions to plan in this plan year2022-10-0812541
Fees paid to broker by Benefit Provider2022-10-08112

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