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THRIFT PLAN OF ICE AGE TRAIL ALLIANCE, INC. 401k Plan overview

Plan NameTHRIFT PLAN OF ICE AGE TRAIL ALLIANCE, INC.
Plan identification number 001

THRIFT PLAN OF ICE AGE TRAIL ALLIANCE, INC. 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 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

ICE AGE TRAIL ALLIANCE, INC. has sponsored the creation of one or more 401k plans.

Company Name:ICE AGE TRAIL ALLIANCE, INC.
Employer identification number (EIN):396076028
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THRIFT PLAN OF ICE AGE TRAIL ALLIANCE, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LUKE KLOBERDANZ2024-07-24
0012022-01-01LUKE KLOBERDANZ2023-09-22
0012021-01-01MICHAEL WOLLMER2022-07-13
0012020-01-01DANA CHABOT2021-07-16 MICHAEL WOLLMER2021-07-16
0012019-01-01DANA CHABOT2020-06-26 MICHAEL WOLLMER2020-06-26
0012018-01-01DANA CHABOT2019-05-29 MICHAEL WOLLMER2019-05-29
0012017-01-01DANA CHABOT2018-07-04 MICHAEL WOLLMER2018-07-05
0012016-01-01DANA CHABOT2017-07-03 MICHAEL WOLLMER2017-07-12
0012015-01-01DANA CHABOT2016-06-20 MICHAEL WOLLMER2016-06-21
0012014-01-01DANA CHABOT2015-07-01 MICHAEL WOLLMER2015-07-02
0012013-01-01DANA CHABOT2014-07-09 MICHAEL WOLLMER2014-07-09
0012012-01-01DANA CHABOT2013-07-23 MICHAEL WOLLMER2013-07-23
0012011-01-01DANA CHABOT2012-07-30 DANA CHABOT2012-07-30
0012010-01-01DANA CHABOT2011-06-20 MICHAEL WOLLMER2011-06-20

Financial Data on THRIFT PLAN OF ICE AGE TRAIL ALLIANCE, INC.

Measure Date Value
2025 : THRIFT PLAN OF ICE AGE TRAIL ALLIANCE, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-240
Total liabilities as of the end of the plan year2025-06-240
Total liabilities as of the beginning of the plan year2025-06-240
Total expenses incurred by plan in this plan year2025-06-24118485
Net assets as of the end of the plan year2025-06-242064913
Total assets as of the beginning of the plan year2025-06-241779367
Value of plan covered by a fidelity bond2025-06-241000000
Participant contributions to plan in this plan year2025-06-24118590
Other expenses paid from plan in this plan year2025-06-240
Other contributions to plan in this plan year2025-06-245220
Other income to plan in this plan year2025-06-24245065
Plan net income in this plan year2025-06-24285546
Net assets as of the end of the plan year2025-06-242064913
Net assets as of the beginning of the plan year2025-06-241779367
Employer contributions to plan in this plan year2025-06-2435156
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-24121
2024 : THRIFT PLAN OF ICE AGE TRAIL ALLIANCE, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-240
Total liabilities as of the end of the plan year2024-07-240
Total liabilities as of the beginning of the plan year2024-07-240
Total expenses incurred by plan in this plan year2024-07-24217425
Net assets as of the end of the plan year2024-07-241779367
Total assets as of the beginning of the plan year2024-07-241215252
Value of plan covered by a fidelity bond2024-07-241000000
Participant contributions to plan in this plan year2024-07-24102681
Other expenses paid from plan in this plan year2024-07-240
Other contributions to plan in this plan year2024-07-24399573
Other income to plan in this plan year2024-07-24242093
Plan net income in this plan year2024-07-24564115
Net assets as of the end of the plan year2024-07-241779367
Net assets as of the beginning of the plan year2024-07-241215252
Employer contributions to plan in this plan year2024-07-2437193
Fees paid to broker by Benefit Provider2024-07-24355
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2480

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