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BOYS & GIRLS CLUB OF GREEN BAY, INC. 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameBOYS & GIRLS CLUB OF GREEN BAY, INC. 403(B) RETIREMENT PLAN
Plan identification number 002

BOYS & GIRLS CLUB OF GREEN BAY, INC. 403(B) RETIREMENT PLAN 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock 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

BOYS & GIRLS CLUB OF THE BAY & LAKES REGION, INC. has sponsored the creation of one or more 401k plans.

Company Name:BOYS & GIRLS CLUB OF THE BAY & LAKES REGION, INC.
Employer identification number (EIN):396102943
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOYS & GIRLS CLUB OF GREEN BAY, INC. 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01JULIA VERHAAGH2024-05-09
0022022-01-01JULIA VERHAAGH2023-07-07
0022021-01-01STEPHANIE FISCHER2022-07-15
0022020-01-01STEPHANIE FISCHER2021-07-12
0022019-01-01STEPHANIE FISCHER2020-10-14
0022018-01-01STEPHANIE FISCHER2019-09-24
0022017-01-01STEPHANIE FISCHER2018-10-08
0022016-01-01STEPHANIE FISCHER2017-10-06
0022015-01-01STEPHANIE FISCHER2016-10-07
0022014-01-01STEPHANIE FISCHER2015-10-13
0022013-01-01RHONDA MATZKE2014-10-01
0022012-01-01JEFF LANIER2013-10-14
0022011-01-01JEFF LANIER2012-10-11
0022010-01-01JEFF LANIER2011-07-27

Plan Statistics for BOYS & GIRLS CLUB OF GREEN BAY, INC. 403(B) RETIREMENT PLAN

401k plan membership statisitcs for BOYS & GIRLS CLUB OF GREEN BAY, INC. 403(B) RETIREMENT PLAN

Measure Date Value
2025: BOYS & GIRLS CLUB OF GREEN BAY, INC. 403(B) RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-0587
Total number of particpants at end of year2025-06-0574
Number of Participants With Account Balances2025-06-0539
2024: BOYS & GIRLS CLUB OF GREEN BAY, INC. 403(B) RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-0960
Total number of particpants at end of year2024-05-0986
Number of Participants With Account Balances2024-05-0938

Financial Data on BOYS & GIRLS CLUB OF GREEN BAY, INC. 403(B) RETIREMENT PLAN

Measure Date Value
2025 : BOYS & GIRLS CLUB OF GREEN BAY, INC. 403(B) RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-05131849
Net assets as of the end of the plan year2025-06-051811250
Total assets as of the beginning of the plan year2025-06-051535302
Value of plan covered by a fidelity bond2025-06-05182000
Participant contributions to plan in this plan year2025-06-05124494
Value of participant loans at end of plan year2025-06-051153
Other income to plan in this plan year2025-06-05214481
Plan net income in this plan year2025-06-05275948
Net assets as of the end of the plan year2025-06-051811250
Net assets as of the beginning of the plan year2025-06-051535302
Employer contributions to plan in this plan year2025-06-0568822
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-0513037
2024 : BOYS & GIRLS CLUB OF GREEN BAY, INC. 403(B) RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-0920244
Net assets as of the end of the plan year2024-05-091535302
Total assets as of the beginning of the plan year2024-05-091143628
Value of plan covered by a fidelity bond2024-05-09154000
Participant contributions to plan in this plan year2024-05-09133836
Value of participant loans at end of plan year2024-05-091616
Other contributions to plan in this plan year2024-05-098793
Other income to plan in this plan year2024-05-09207811
Plan net income in this plan year2024-05-09391674
Net assets as of the end of the plan year2024-05-091535302
Net assets as of the beginning of the plan year2024-05-091143628
Employer contributions to plan in this plan year2024-05-0961478
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-0910025

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