Logo

403(B) THRIFT PLAN OF AVENUES TO INDEPENDENCE 401k Plan overview

Plan Name403(B) THRIFT PLAN OF AVENUES TO INDEPENDENCE
Plan identification number 002

403(B) THRIFT PLAN OF AVENUES TO INDEPENDENCE 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

AVENUES TO INDEPENDENCE has sponsored the creation of one or more 401k plans.

Company Name:AVENUES TO INDEPENDENCE
Employer identification number (EIN):366008710
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 AVENUES TO INDEPENDENCE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01MELISSA GRAY2024-07-11
0022022-01-01MELISSA GRAY2023-09-12
0022021-01-01JUAN CHEN2022-09-28
0022021-01-01JUAN CHEN2022-09-28
0022020-01-01TINA SULLIVAN2021-03-30
0022019-01-01TINA SULLIVAN2020-07-30
0022018-01-01TINA SULLIVAN2019-07-17
0022017-01-01BOB OKAZAKI2018-10-12 BOB OKAZAKI2018-10-12
0022016-01-01ROBERT OKAZAKI2017-06-14 ROBERT OKAZAKI2017-06-14
0022015-01-01ROBERT OKAZAKI2016-06-29 ROBERT OKAZAKI2016-06-29
0022014-01-01ROBERT OKAZAKI2015-07-30 ROBERT OKAZAKI2015-07-30
0022013-01-01LAURA I MUNOZ CASTRO2014-05-07 LAURA I MUNOZ CASTRO2014-05-07
0022012-01-01ROBERT OKAZAKI2013-07-31 ROBERT OKAZAKI2013-07-31
0022011-01-01ROBERT OKAZAKI2012-06-07 ROBERT OKAZAKI2012-06-07
0022010-01-01ROBERT OKAZAKI2011-07-19 ROBERT OKAZAKI2011-07-19

Plan Statistics for 403(B) THRIFT PLAN OF AVENUES TO INDEPENDENCE

401k plan membership statisitcs for 403(B) THRIFT PLAN OF AVENUES TO INDEPENDENCE

Measure Date Value
2025: 403(B) THRIFT PLAN OF AVENUES TO INDEPENDENCE 2025 401k membership
Total number of particpants at beginning of year2025-07-31103
Total number of particpants at end of year2025-07-31116
Number of Participants With Account Balances2025-07-31102
2024: 403(B) THRIFT PLAN OF AVENUES TO INDEPENDENCE 2024 401k membership
Total number of particpants at beginning of year2024-07-11111
Total number of particpants at end of year2024-07-11103
Number of Participants With Account Balances2024-07-11103
2022: 403(B) THRIFT PLAN OF AVENUES TO INDEPENDENCE 2022 401k membership
Total number of particpants at beginning of year2022-09-2857
Total number of particpants at end of year2022-09-28118
Number of Participants With Account Balances2022-09-28109

Financial Data on 403(B) THRIFT PLAN OF AVENUES TO INDEPENDENCE

Measure Date Value
2025 : 403(B) THRIFT PLAN OF AVENUES TO INDEPENDENCE 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-31199991
Net assets as of the end of the plan year2025-07-311930684
Total assets as of the beginning of the plan year2025-07-311709490
Value of plan covered by a fidelity bond2025-07-311000000
Participant contributions to plan in this plan year2025-07-31174108
Value of participant loans at end of plan year2025-07-3143094
Other expenses paid from plan in this plan year2025-07-310
Other contributions to plan in this plan year2025-07-3115966
Other income to plan in this plan year2025-07-31183198
Plan net income in this plan year2025-07-31221194
Net assets as of the end of the plan year2025-07-311930684
Net assets as of the beginning of the plan year2025-07-311709490
Employer contributions to plan in this plan year2025-07-3147913
Fees paid to broker by Benefit Provider2025-07-31317
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-311282
2024 : 403(B) THRIFT PLAN OF AVENUES TO INDEPENDENCE 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-11197232
Net assets as of the end of the plan year2024-07-111709490
Total assets as of the beginning of the plan year2024-07-111546833
Value of plan covered by a fidelity bond2024-07-111000000
Participant contributions to plan in this plan year2024-07-11139887
Value of participant loans at end of plan year2024-07-1151142
Other expenses paid from plan in this plan year2024-07-11721
Other contributions to plan in this plan year2024-07-110
Other income to plan in this plan year2024-07-11179887
Plan net income in this plan year2024-07-11162657
Net assets as of the end of the plan year2024-07-111709490
Net assets as of the beginning of the plan year2024-07-111546833
Employer contributions to plan in this plan year2024-07-1140115
Fees paid to broker by Benefit Provider2024-07-11299
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-110
2022 : 403(B) THRIFT PLAN OF AVENUES TO INDEPENDENCE 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-280
Total liabilities as of the end of the plan year2022-09-280
Total liabilities as of the beginning of the plan year2022-09-280
Total expenses incurred by plan in this plan year2022-09-28392646
Net assets as of the end of the plan year2022-09-281652108
Total assets as of the beginning of the plan year2022-09-281722244
Value of plan covered by a fidelity bond2022-09-281000000
Participant contributions to plan in this plan year2022-09-28101744
Value of participant loans at end of plan year2022-09-2842643
Other expenses paid from plan in this plan year2022-09-28549
Other contributions to plan in this plan year2022-09-280
Other income to plan in this plan year2022-09-28186983
Plan net income in this plan year2022-09-28-70136
Net assets as of the end of the plan year2022-09-281652108
Net assets as of the beginning of the plan year2022-09-281722244
Employer contributions to plan in this plan year2022-09-2833783
Fees paid to broker by Benefit Provider2022-09-28155

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
US 401k Lookup     VAT Lookup