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403(B) THRIFT PLAN OF SHALVA 401k Plan overview

Plan Name403(B) THRIFT PLAN OF SHALVA
Plan identification number 002

403(B) THRIFT PLAN OF SHALVA 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

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

Company Name:SHALVA
Employer identification number (EIN):363449507
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF SHALVA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01SIGAL SHAPIRA2024-07-15
0022022-01-01SIGAL SHAPIRA2023-06-28
0022021-01-01SIGAL SHAPIRA2022-07-26
0022020-01-01CAROL RUDERMAN2021-07-28
0022019-01-01CAROL RUDERMAN2020-07-30
0022018-01-01CAROL RUDERMAN2019-07-29
0022015-01-01CAROL RUDERMAN2016-07-08 CAROL RUDERMAN2016-07-08
0022014-01-01CAROL RUDERMAN2015-07-08 CAROL RUDERMAN2015-07-08
0022014-01-01CAROL RUDERMAN2015-07-08 CAROL RUDERMAN2015-07-08
0022013-01-01ELYSE LINDERMAN2014-11-06 ELYSE LINDERMAN2014-11-06

Financial Data on 403(B) THRIFT PLAN OF SHALVA

Measure Date Value
2025 : 403(B) THRIFT PLAN OF SHALVA 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-170
Total liabilities as of the end of the plan year2025-07-170
Total liabilities as of the beginning of the plan year2025-07-170
Total expenses incurred by plan in this plan year2025-07-1788
Net assets as of the end of the plan year2025-07-172210728
Total assets as of the beginning of the plan year2025-07-171894792
Value of plan covered by a fidelity bond2025-07-17265000
Participant contributions to plan in this plan year2025-07-17114519
Other expenses paid from plan in this plan year2025-07-170
Other contributions to plan in this plan year2025-07-170
Other income to plan in this plan year2025-07-17176441
Plan net income in this plan year2025-07-17315936
Net assets as of the end of the plan year2025-07-172210728
Net assets as of the beginning of the plan year2025-07-171894792
Employer contributions to plan in this plan year2025-07-1725064
Fees paid to broker by Benefit Provider2025-07-17246
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1788
2024 : 403(B) THRIFT PLAN OF SHALVA 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-150
Total liabilities as of the end of the plan year2024-07-150
Total liabilities as of the beginning of the plan year2024-07-150
Total expenses incurred by plan in this plan year2024-07-15345436
Net assets as of the end of the plan year2024-07-151894792
Total assets as of the beginning of the plan year2024-07-151866874
Value of plan covered by a fidelity bond2024-07-15265000
Participant contributions to plan in this plan year2024-07-15119627
Other expenses paid from plan in this plan year2024-07-150
Other contributions to plan in this plan year2024-07-150
Other income to plan in this plan year2024-07-15232550
Plan net income in this plan year2024-07-1527918
Net assets as of the end of the plan year2024-07-151894792
Net assets as of the beginning of the plan year2024-07-151866874
Employer contributions to plan in this plan year2024-07-1521177
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-15113
2022 : 403(B) THRIFT PLAN OF SHALVA 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-260
Total liabilities as of the end of the plan year2022-07-260
Total liabilities as of the beginning of the plan year2022-07-260
Total expenses incurred by plan in this plan year2022-07-2696
Net assets as of the end of the plan year2022-07-262019642
Total assets as of the beginning of the plan year2022-07-261702948
Value of plan covered by a fidelity bond2022-07-26265000
Participant contributions to plan in this plan year2022-07-26129311
Other expenses paid from plan in this plan year2022-07-2696
Other contributions to plan in this plan year2022-07-260
Other income to plan in this plan year2022-07-26170152
Plan net income in this plan year2022-07-26316694
Net assets as of the end of the plan year2022-07-262019642
Net assets as of the beginning of the plan year2022-07-261702948
Employer contributions to plan in this plan year2022-07-2617327
Fees paid to broker by Benefit Provider2022-07-26140

Potentially related plans

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