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403(B) THRIFT PLAN OF THE WORKS 401k Plan overview

Plan Name403(B) THRIFT PLAN OF THE WORKS
Plan identification number 001

403(B) THRIFT PLAN OF THE WORKS 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 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.
  • 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

THE WORKS has sponsored the creation of one or more 401k plans.

Company Name:THE WORKS
Employer identification number (EIN):411570750
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 THE WORKS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01RONI MCKENNA2024-09-26
0012022-01-01JILL MEASELLS2023-07-17
0012021-01-01JILL MEASELLS2022-12-02
0012020-01-01JILL MEASELLS2021-06-14
0012019-01-01KIM HANSEN2020-04-20
0012018-01-01BETH HANEY2019-04-03
0012018-01-01BETH HANEY2019-04-03
0012017-01-01BETH HANEY2018-04-24 BETH HANEY2018-04-24
0012016-01-01JILL MEASELLS2017-04-13 JILL MEASELLS2017-04-13
0012015-01-01JILL MEASELLS2016-05-13 JILL MEASELLS2016-05-13
0012014-01-01STEPHEN H. SIGMOND2015-04-16 STEPHEN H. SIGMOND2015-04-16
0012013-01-01STEPHEN SIGMOND2014-05-19 STEPHEN SIGMOND2014-05-19
0012012-01-01TRAVIS STENBERG2013-07-09
0012011-01-01TRAVIS STENBERG2012-10-12

Plan Statistics for 403(B) THRIFT PLAN OF THE WORKS

401k plan membership statisitcs for 403(B) THRIFT PLAN OF THE WORKS

Measure Date Value
2025: 403(B) THRIFT PLAN OF THE WORKS 2025 401k membership
Total number of particpants at beginning of year2025-05-0814
Total number of particpants at end of year2025-05-0815
Number of Participants With Account Balances2025-05-0815
2024: 403(B) THRIFT PLAN OF THE WORKS 2024 401k membership
Total number of particpants at beginning of year2024-09-2615
Total number of particpants at end of year2024-09-2614
Number of Participants With Account Balances2024-09-2614

Financial Data on 403(B) THRIFT PLAN OF THE WORKS

Measure Date Value
2025 : 403(B) THRIFT PLAN OF THE WORKS 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-080
Total liabilities as of the end of the plan year2025-05-080
Total liabilities as of the beginning of the plan year2025-05-080
Total expenses incurred by plan in this plan year2025-05-08356
Net assets as of the end of the plan year2025-05-08800418
Total assets as of the beginning of the plan year2025-05-08654363
Value of plan covered by a fidelity bond2025-05-08500000
Participant contributions to plan in this plan year2025-05-0858321
Other expenses paid from plan in this plan year2025-05-080
Other contributions to plan in this plan year2025-05-080
Other income to plan in this plan year2025-05-0875427
Plan net income in this plan year2025-05-08146055
Net assets as of the end of the plan year2025-05-08800418
Net assets as of the beginning of the plan year2025-05-08654363
Employer contributions to plan in this plan year2025-05-0812663
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-08108
2024 : 403(B) THRIFT PLAN OF THE WORKS 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-260
Total liabilities as of the end of the plan year2024-09-260
Total liabilities as of the beginning of the plan year2024-09-260
Total expenses incurred by plan in this plan year2024-09-2610067
Net assets as of the end of the plan year2024-09-26654363
Total assets as of the beginning of the plan year2024-09-26513040
Value of plan covered by a fidelity bond2024-09-26500000
Participant contributions to plan in this plan year2024-09-2657559
Other expenses paid from plan in this plan year2024-09-260
Other contributions to plan in this plan year2024-09-260
Other income to plan in this plan year2024-09-2681861
Plan net income in this plan year2024-09-26141323
Net assets as of the end of the plan year2024-09-26654363
Net assets as of the beginning of the plan year2024-09-26513040
Employer contributions to plan in this plan year2024-09-2611970
Fees paid to broker by Benefit Provider2024-09-26244
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-2672

Potentially related plans

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