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403(B) THRIFT PLAN OF DULUTH LIGHTHOUSE FOR THE BLIND 401k Plan overview

Plan Name403(B) THRIFT PLAN OF DULUTH LIGHTHOUSE FOR THE BLIND
Plan identification number 001

403(B) THRIFT PLAN OF DULUTH LIGHTHOUSE 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.
  • 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

DULUTH LIGHTHOUSE FOR THE BLIND has sponsored the creation of one or more 401k plans.

Company Name:DULUTH LIGHTHOUSE FOR THE BLIND
Employer identification number (EIN):410706140
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MILES SWENSON2024-10-01
0012022-01-01MILES SWENSON2023-10-12
0012021-01-01MILES SWENSON2023-10-12
0012020-01-01BETSY MISTEK2021-05-26
0012019-01-01BETSY MISTEK2020-03-13
0012018-01-01BETSY MISTEK2019-03-12
0012017-01-01MARY JUNNILA2018-05-02 MARY JUNNILA2018-05-02
0012016-01-01MARY JUNNILA2017-03-14 MARY JUNILLA2017-03-14
0012014-01-01MARY JUNILLA2015-05-13 MARY JUNILLA2015-05-13
0012013-01-01MARY JUNILLA2014-07-15 MARY JUNILLA2014-07-15
0012012-01-01MARY JUNILLA2013-05-15 MARY JUNILLA2013-05-15
0012011-01-01MARY JUNILLA2012-07-23 MARY JUNILLA2012-07-23
0012010-01-01GEORGIA GUITE2011-06-21
0012009-01-01GEORGIA GUITE
0012009-01-01 GEORGIA GUITE2010-06-29
0012009-01-01 GEORGIA GUITE2010-06-29
0012009-01-01GEORGIA GUITE

Plan Statistics for 403(B) THRIFT PLAN OF DULUTH LIGHTHOUSE FOR THE BLIND

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

Measure Date Value
2025: 403(B) THRIFT PLAN OF DULUTH LIGHTHOUSE FOR THE BLIND 2025 401k membership
Total number of particpants at beginning of year2025-07-0919
Total number of particpants at end of year2025-07-0919
Number of Participants With Account Balances2025-07-0916
2024: 403(B) THRIFT PLAN OF DULUTH LIGHTHOUSE FOR THE BLIND 2024 401k membership
Total number of particpants at beginning of year2024-10-0119
Total number of particpants at end of year2024-10-0117
Number of Participants With Account Balances2024-10-0117
2023: 403(B) THRIFT PLAN OF DULUTH LIGHTHOUSE FOR THE BLIND 2023 401k membership
Total number of particpants at beginning of year2023-10-1211
Total number of particpants at end of year2023-10-1211
Number of Participants With Account Balances2023-10-1211
2009: 403(B) THRIFT PLAN OF DULUTH LIGHTHOUSE FOR THE BLIND 2009 401k membership
Total participants, beginning-of-year2009-01-0115
Total number of active participants reported on line 7a of the Form 55002009-01-0113
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0116
Number of participants with account balances2009-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on 403(B) THRIFT PLAN OF DULUTH LIGHTHOUSE FOR THE BLIND

Measure Date Value
2025 : 403(B) THRIFT PLAN OF DULUTH LIGHTHOUSE FOR THE BLIND 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-090
Total liabilities as of the end of the plan year2025-07-090
Total liabilities as of the beginning of the plan year2025-07-090
Total expenses incurred by plan in this plan year2025-07-0949163
Net assets as of the end of the plan year2025-07-09421836
Total assets as of the beginning of the plan year2025-07-09370547
Value of plan covered by a fidelity bond2025-07-09500000
Participant contributions to plan in this plan year2025-07-0935726
Other expenses paid from plan in this plan year2025-07-090
Other contributions to plan in this plan year2025-07-090
Other income to plan in this plan year2025-07-0937254
Plan net income in this plan year2025-07-0951289
Net assets as of the end of the plan year2025-07-09421836
Net assets as of the beginning of the plan year2025-07-09370547
Employer contributions to plan in this plan year2025-07-0927472
Fees paid to broker by Benefit Provider2025-07-09139
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-0948
2024 : 403(B) THRIFT PLAN OF DULUTH LIGHTHOUSE FOR THE BLIND 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-010
Total liabilities as of the end of the plan year2024-10-010
Total liabilities as of the beginning of the plan year2024-10-010
Total expenses incurred by plan in this plan year2024-10-0118375
Net assets as of the end of the plan year2024-10-01370547
Total assets as of the beginning of the plan year2024-10-01283847
Value of plan covered by a fidelity bond2024-10-01500000
Participant contributions to plan in this plan year2024-10-0133899
Other expenses paid from plan in this plan year2024-10-010
Other contributions to plan in this plan year2024-10-010
Other income to plan in this plan year2024-10-0142394
Plan net income in this plan year2024-10-0186700
Net assets as of the end of the plan year2024-10-01370547
Net assets as of the beginning of the plan year2024-10-01283847
Employer contributions to plan in this plan year2024-10-0128782
Fees paid to broker by Benefit Provider2024-10-01141
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0141
2023 : 403(B) THRIFT PLAN OF DULUTH LIGHTHOUSE FOR THE BLIND 2023 401k financial data
Total transfers to/from plan in this plan year2023-10-120
Total liabilities as of the end of the plan year2023-10-120
Total liabilities as of the beginning of the plan year2023-10-120
Total expenses incurred by plan in this plan year2023-10-120
Net assets as of the end of the plan year2023-10-12297309
Total assets as of the beginning of the plan year2023-10-12221540
Value of plan covered by a fidelity bond2023-10-12500000
Participant contributions to plan in this plan year2023-10-1227033
Other expenses paid from plan in this plan year2023-10-120
Other contributions to plan in this plan year2023-10-120
Other income to plan in this plan year2023-10-1234099
Plan net income in this plan year2023-10-1275769
Net assets as of the end of the plan year2023-10-12297309
Net assets as of the beginning of the plan year2023-10-12221540
Employer contributions to plan in this plan year2023-10-1214637
Fees paid to broker by Benefit Provider2023-10-1256

Form 5500 Responses for 403(B) THRIFT PLAN OF DULUTH LIGHTHOUSE FOR THE BLIND

2009: 403(B) THRIFT PLAN OF DULUTH LIGHTHOUSE FOR THE BLIND 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

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