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403(B) THRIFT PLAN OF GIRL SCOUTS OF MINNESOTA AND WISCONSIN LAKES AND PINES 401k Plan overview

Plan Name403(B) THRIFT PLAN OF GIRL SCOUTS OF MINNESOTA AND WISCONSIN LAKES AND PINES
Plan identification number 003

403(B) THRIFT PLAN OF GIRL SCOUTS OF MINNESOTA AND WISCONSIN LAKES AND PINES 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

GIRL SCOUTS OF MINNESOTA AND WISCON SIN LAKES AND PINES has sponsored the creation of one or more 401k plans.

Company Name:GIRL SCOUTS OF MINNESOTA AND WISCON SIN LAKES AND PINES
Employer identification number (EIN):410877820
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 GIRL SCOUTS OF MINNESOTA AND WISCONSIN LAKES AND PINES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01LISA PETERSON2024-08-14
0032022-01-01LISA PETERSON2023-07-28
0032021-01-01LISA PETERSON2022-05-12
0032020-01-01LISA PETERSON2021-03-23
0032019-01-01LISA PETERSON2020-07-14
0032018-01-01LISA PETERSON2019-07-17
0032017-01-01LISA LUNDBERG2018-05-10 LISA LUNDBERG2018-05-10
0032016-01-01LISA LUNDBERG2017-04-25 LISA LUNDBERG2017-04-25
0032013-01-01LISA LUNDBERG2014-07-08 LISA LUNDBERG2014-07-08
0032012-01-01LISA LUNDBERG2013-07-02 LISA LUNDBERG2013-07-02
0032011-01-01DEB SJOGREN2012-06-27 DEB SJOGREN2012-06-27
0032010-01-01DEB SJOGREN2011-06-28 DEB SJOGREN2011-06-28

Plan Statistics for 403(B) THRIFT PLAN OF GIRL SCOUTS OF MINNESOTA AND WISCONSIN LAKES AND PINES

401k plan membership statisitcs for 403(B) THRIFT PLAN OF GIRL SCOUTS OF MINNESOTA AND WISCONSIN LAKES AND PINES

Measure Date Value
2025: 403(B) THRIFT PLAN OF GIRL SCOUTS OF MINNESOTA AND WISCONSIN LAKES AND PINES 2025 401k membership
Total number of particpants at beginning of year2025-09-2540
Total number of particpants at end of year2025-09-2541
Number of Participants With Account Balances2025-09-2533
2024: 403(B) THRIFT PLAN OF GIRL SCOUTS OF MINNESOTA AND WISCONSIN LAKES AND PINES 2024 401k membership
Total number of particpants at beginning of year2024-08-1440
Total number of particpants at end of year2024-08-1440
Number of Participants With Account Balances2024-08-1434
2022: 403(B) THRIFT PLAN OF GIRL SCOUTS OF MINNESOTA AND WISCONSIN LAKES AND PINES 2022 401k membership
Total number of particpants at beginning of year2022-05-1222
Total number of particpants at end of year2022-05-1232
Number of Participants With Account Balances2022-05-1232

Financial Data on 403(B) THRIFT PLAN OF GIRL SCOUTS OF MINNESOTA AND WISCONSIN LAKES AND PINES

Measure Date Value
2025 : 403(B) THRIFT PLAN OF GIRL SCOUTS OF MINNESOTA AND WISCONSIN LAKES AND PINES 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-250
Total liabilities as of the end of the plan year2025-09-250
Total liabilities as of the beginning of the plan year2025-09-250
Total expenses incurred by plan in this plan year2025-09-2534278
Net assets as of the end of the plan year2025-09-25784808
Total assets as of the beginning of the plan year2025-09-25630324
Value of plan covered by a fidelity bond2025-09-2580000
Participant contributions to plan in this plan year2025-09-2569830
Other expenses paid from plan in this plan year2025-09-250
Other contributions to plan in this plan year2025-09-250
Other income to plan in this plan year2025-09-2595556
Plan net income in this plan year2025-09-25154484
Net assets as of the end of the plan year2025-09-25784808
Net assets as of the beginning of the plan year2025-09-25630324
Employer contributions to plan in this plan year2025-09-2523376
Fees paid to broker by Benefit Provider2025-09-25195
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-25158
2024 : 403(B) THRIFT PLAN OF GIRL SCOUTS OF MINNESOTA AND WISCONSIN LAKES AND PINES 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-140
Total liabilities as of the end of the plan year2024-08-140
Total liabilities as of the beginning of the plan year2024-08-140
Total expenses incurred by plan in this plan year2024-08-1478448
Net assets as of the end of the plan year2024-08-14630324
Total assets as of the beginning of the plan year2024-08-14517982
Value of plan covered by a fidelity bond2024-08-1460000
Participant contributions to plan in this plan year2024-08-1465511
Other expenses paid from plan in this plan year2024-08-140
Other contributions to plan in this plan year2024-08-140
Other income to plan in this plan year2024-08-14103015
Plan net income in this plan year2024-08-14112342
Net assets as of the end of the plan year2024-08-14630324
Net assets as of the beginning of the plan year2024-08-14517982
Employer contributions to plan in this plan year2024-08-1422264
Fees paid to broker by Benefit Provider2024-08-14383
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-1470
2022 : 403(B) THRIFT PLAN OF GIRL SCOUTS OF MINNESOTA AND WISCONSIN LAKES AND PINES 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-120
Total liabilities as of the end of the plan year2022-05-120
Total liabilities as of the beginning of the plan year2022-05-120
Total expenses incurred by plan in this plan year2022-05-12113201
Net assets as of the end of the plan year2022-05-12553672
Total assets as of the beginning of the plan year2022-05-12555739
Value of plan covered by a fidelity bond2022-05-1260000
Participant contributions to plan in this plan year2022-05-1224487
Other expenses paid from plan in this plan year2022-05-12155
Other contributions to plan in this plan year2022-05-120
Other income to plan in this plan year2022-05-1282397
Plan net income in this plan year2022-05-12-2067
Net assets as of the end of the plan year2022-05-12553672
Net assets as of the beginning of the plan year2022-05-12555739
Employer contributions to plan in this plan year2022-05-124250
Fees paid to broker by Benefit Provider2022-05-1243

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