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NATIONAL MULTIPLE SCLEROSIS SOCIETY GATEWAY AREA CHAPTER DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameNATIONAL MULTIPLE SCLEROSIS SOCIETY GATEWAY AREA CHAPTER DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 002

NATIONAL MULTIPLE SCLEROSIS SOCIETY GATEWAY AREA CHAPTER DEFINED CONTRIBUTION RETIREMENT PLAN 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.
  • 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

NATIONAL MULTIPLE SCLEROSIS SOCIETY GATEWAY AREA CHAPTER has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL MULTIPLE SCLEROSIS SOCIETY GATEWAY AREA CHAPTER
Employer identification number (EIN):430718808
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL MULTIPLE SCLEROSIS SOCIETY GATEWAY AREA CHAPTER DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022015-10-01SANDRA PUTNEY2016-10-18 REBECCA FEHLIG2016-10-18
0022014-10-01REBECCA FEHLIG2016-04-18
0022013-10-01KIM SHERMAN2015-03-30
0022012-10-01ANTHONY PICATTO2014-04-18
0022011-10-01SANDRA PUTNEY2013-04-25
0022009-10-01SANDRA PUTNEY
0022008-10-01

Financial Data on NATIONAL MULTIPLE SCLEROSIS SOCIETY GATEWAY AREA CHAPTER DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2011 : NATIONAL MULTIPLE SCLEROSIS SOCIETY GATEWAY AREA CHAPTER DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-09-30$148,035
Expenses. Total of all expenses incurred2011-09-30$28,200
Benefits paid (including direct rollovers)2011-09-30$28,200
Total plan assets at end of year2011-09-30$648,319
Total plan assets at beginning of year2011-09-30$528,484
Other income received2011-09-30$4,887
Net income (gross income less expenses)2011-09-30$119,835
Net plan assets at end of year (total assets less liabilities)2011-09-30$648,319
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$528,484
Total contributions received or receivable from employer(s)2011-09-30$143,148

Form 5500 Responses for NATIONAL MULTIPLE SCLEROSIS SOCIETY GATEWAY AREA CHAPTER DEFINED CONTRIBUTION RETIREMENT PLAN

2009: NATIONAL MULTIPLE SCLEROSIS SOCIETY GATEWAY AREA CHAPTER DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01This submission is the final filingNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes
2008: NATIONAL MULTIPLE SCLEROSIS SOCIETY GATEWAY AREA CHAPTER DEFINED CONTRIBUTION RETIREMENT PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number316184
Policy instance 1

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