Logo

403(B) THRIFT PLAN OF BREAKING FREE 401k Plan overview

Plan Name403(B) THRIFT PLAN OF BREAKING FREE
Plan identification number 001

403(B) THRIFT PLAN OF BREAKING FREE 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

BREAKING FREE has sponsored the creation of one or more 401k plans.

Company Name:BREAKING FREE
Employer identification number (EIN):411856806
NAIC Classification:621330
NAIC Description:Offices of Mental Health Practitioners (except Physicians)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF BREAKING FREE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SAMANTHA JACOBSON2024-06-20
0012022-01-01EDWARD ROJAS2023-06-12
0012021-01-01EDWARD ROJAS2022-07-15
0012020-01-01JEREME FISH2021-06-08
0012018-07-01PAMELA DAVIS2019-01-16 PAMELA DAVIS2019-01-16
0012018-01-01JEREME FISH2019-05-24
0012017-07-01PAMELA DAVIS2019-01-16 PAMELA DAVIS2019-01-16
0012015-07-01VEDNITA CARTER2016-11-18 VEDNITA CARTER2016-11-18
0012014-07-01VEDNITA CARTER2015-10-01 VEDNITA CARTER2015-10-01

Plan Statistics for 403(B) THRIFT PLAN OF BREAKING FREE

401k plan membership statisitcs for 403(B) THRIFT PLAN OF BREAKING FREE

Measure Date Value
2025: 403(B) THRIFT PLAN OF BREAKING FREE 2025 401k membership
Total number of particpants at beginning of year2025-04-0935
Total number of particpants at end of year2025-04-0942
Number of Participants With Account Balances2025-04-0922
2024: 403(B) THRIFT PLAN OF BREAKING FREE 2024 401k membership
Total number of particpants at beginning of year2024-06-2037
Total number of particpants at end of year2024-06-2035
Number of Participants With Account Balances2024-06-2016
2022: 403(B) THRIFT PLAN OF BREAKING FREE 2022 401k membership
Total number of particpants at beginning of year2022-07-1534
Total number of particpants at end of year2022-07-1540
Number of Participants With Account Balances2022-07-1519

Financial Data on 403(B) THRIFT PLAN OF BREAKING FREE

Measure Date Value
2025 : 403(B) THRIFT PLAN OF BREAKING FREE 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-090
Total liabilities as of the end of the plan year2025-04-090
Total liabilities as of the beginning of the plan year2025-04-090
Total expenses incurred by plan in this plan year2025-04-0923312
Net assets as of the end of the plan year2025-04-09185475
Total assets as of the beginning of the plan year2025-04-09138059
Participant contributions to plan in this plan year2025-04-0934585
Value of participant loans at end of plan year2025-04-093658
Other expenses paid from plan in this plan year2025-04-090
Other contributions to plan in this plan year2025-04-090
Other income to plan in this plan year2025-04-0917358
Plan net income in this plan year2025-04-0947416
Net assets as of the end of the plan year2025-04-09185475
Net assets as of the beginning of the plan year2025-04-09138059
Employer contributions to plan in this plan year2025-04-0918785
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-091503
2024 : 403(B) THRIFT PLAN OF BREAKING FREE 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-200
Total liabilities as of the end of the plan year2024-06-200
Total liabilities as of the beginning of the plan year2024-06-200
Total expenses incurred by plan in this plan year2024-06-2058785
Net assets as of the end of the plan year2024-06-20138059
Total assets as of the beginning of the plan year2024-06-20136965
Participant contributions to plan in this plan year2024-06-2025558
Other expenses paid from plan in this plan year2024-06-200
Other contributions to plan in this plan year2024-06-200
Other income to plan in this plan year2024-06-2020605
Plan net income in this plan year2024-06-201094
Net assets as of the end of the plan year2024-06-20138059
Net assets as of the beginning of the plan year2024-06-20136965
Employer contributions to plan in this plan year2024-06-2013716
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-201511
2022 : 403(B) THRIFT PLAN OF BREAKING FREE 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-150
Total liabilities as of the end of the plan year2022-07-150
Total liabilities as of the beginning of the plan year2022-07-150
Total expenses incurred by plan in this plan year2022-07-1531016
Net assets as of the end of the plan year2022-07-15159508
Total assets as of the beginning of the plan year2022-07-15117455
Participant contributions to plan in this plan year2022-07-1535326
Value of participant loans at end of plan year2022-07-153821
Other expenses paid from plan in this plan year2022-07-150
Other contributions to plan in this plan year2022-07-150
Other income to plan in this plan year2022-07-1517173
Plan net income in this plan year2022-07-1542053
Net assets as of the end of the plan year2022-07-15159508
Net assets as of the beginning of the plan year2022-07-15117455
Employer contributions to plan in this plan year2022-07-1520570
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-151544

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
US 401k Lookup     VAT Lookup