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SAFE HAVEN SHELTER FOR BATTERED WOMEN, INC. 403(B) TAX SHELTERED ANNUITY PLAN 401k Plan overview

Plan NameSAFE HAVEN SHELTER FOR BATTERED WOMEN, INC. 403(B) TAX SHELTERED ANNUITY PLAN
Plan identification number 001

SAFE HAVEN SHELTER FOR BATTERED WOMEN, INC. 403(B) TAX SHELTERED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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 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

SAFE HAVEN SHELTER FOR BATTERED WOMEN, INC. has sponsored the creation of one or more 401k plans.

Company Name:SAFE HAVEN SHELTER FOR BATTERED WOMEN, INC.
Employer identification number (EIN):411317462
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAFE HAVEN SHELTER FOR BATTERED WOMEN, INC. 403(B) TAX SHELTERED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-07-01BRITTANY ROBB2024-08-26 BRITTANY ROBB2024-08-26
0012022-07-01BRITTANY ROBB2023-11-20 BRITTANY ROBB2023-11-20
0012021-07-01BRITTANY ROBB2022-09-09 BRITTANY ROBB2022-09-09
0012020-07-01BRITTANY ROBB2021-08-24 BRITTANY ROBB2021-08-24
0012019-07-01BRITTANY ROBB2020-09-02 BRITTANY ROBB2020-09-02
0012018-07-01BRITTANY ROBB2019-09-06 BRITTANY ROBB2019-09-06
0012017-07-01SUSAN UTECH2018-08-23 SUSAN UTECH2018-08-23
0012016-07-01SUSAN UTECH2017-09-05 SUSAN UTECH2017-09-05
0012015-07-01SUSAN UTECH2016-09-08 SUSAN UTECH2016-09-08
0012014-07-01SUSAN T UTECH2015-08-13 SUSAN T UTECH2015-08-13
0012013-07-01SUSAN UTECH2014-09-05 SUSAN UTECH2014-09-05
0012012-07-01SUSAN UTECH2013-10-15 SUSAN UTECH2013-10-15
0012011-07-01SUSAN UTECH2012-08-24 SUSAN UTECH2012-08-24
0012010-07-01SUSAN UTECH2011-08-26 SUSAN UTECH2011-08-26

Plan Statistics for SAFE HAVEN SHELTER FOR BATTERED WOMEN, INC. 403(B) TAX SHELTERED ANNUITY PLAN

401k plan membership statisitcs for SAFE HAVEN SHELTER FOR BATTERED WOMEN, INC. 403(B) TAX SHELTERED ANNUITY PLAN

Measure Date Value
2025: SAFE HAVEN SHELTER FOR BATTERED WOMEN, INC. 403(B) TAX SHELTERED ANNUITY PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-3044
Total number of particpants at end of year2025-09-3038
Number of Participants With Account Balances2025-09-3024
2024: SAFE HAVEN SHELTER FOR BATTERED WOMEN, INC. 403(B) TAX SHELTERED ANNUITY PLAN 2024 401k membership
Total number of particpants at beginning of year2024-08-2646
Total number of particpants at end of year2024-08-2643
Number of Participants With Account Balances2024-08-2625

Financial Data on SAFE HAVEN SHELTER FOR BATTERED WOMEN, INC. 403(B) TAX SHELTERED ANNUITY PLAN

Measure Date Value
2025 : SAFE HAVEN SHELTER FOR BATTERED WOMEN, INC. 403(B) TAX SHELTERED ANNUITY PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-30122496
Net assets as of the end of the plan year2025-09-301308110
Total assets as of the beginning of the plan year2025-09-301235249
Value of plan covered by a fidelity bond2025-09-30150000
Participant contributions to plan in this plan year2025-09-3035697
Value of participant loans at end of plan year2025-09-307504
Other income to plan in this plan year2025-09-30129910
Plan net income in this plan year2025-09-3072861
Net assets as of the end of the plan year2025-09-301308110
Net assets as of the beginning of the plan year2025-09-301235249
Employer contributions to plan in this plan year2025-09-3029750
Fees paid to broker by Benefit Provider2025-09-303419
2024 : SAFE HAVEN SHELTER FOR BATTERED WOMEN, INC. 403(B) TAX SHELTERED ANNUITY PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-2669924
Net assets as of the end of the plan year2024-08-261235249
Total assets as of the beginning of the plan year2024-08-261119824
Value of plan covered by a fidelity bond2024-08-26150000
Participant contributions to plan in this plan year2024-08-2633938
Value of participant loans at end of plan year2024-08-267180
Other income to plan in this plan year2024-08-26137411
Plan net income in this plan year2024-08-26115425
Net assets as of the end of the plan year2024-08-261235249
Net assets as of the beginning of the plan year2024-08-261119824
Employer contributions to plan in this plan year2024-08-2614000
Fees paid to broker by Benefit Provider2024-08-263951
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-26142

Potentially related plans

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