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403(B) THRIFT PLAN OF SOUTHERN WORKFORCE BOARD, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF SOUTHERN WORKFORCE BOARD, INC.
Plan identification number 001

403(B) THRIFT PLAN OF SOUTHERN WORKFORCE BOARD, INC. 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.
  • 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

SOUTHERN WORKFORCE BOARD, INC. has sponsored the creation of one or more 401k plans.

Company Name:SOUTHERN WORKFORCE BOARD, INC.
Employer identification number (EIN):455383995
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF SOUTHERN WORKFORCE BOARD, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01GAIL ARMSTRONG2024-07-10
0012022-01-01GAIL ARMSTRONG2023-10-03
0012021-01-01KERRY MANNING2022-06-27
0012020-01-01KERRY MANNING2021-07-14
0012019-01-01KERRY MANNING2020-10-07
0012018-01-01KERRY MANNING2019-07-31
0012017-01-01BETH PARKER2018-07-26 BETH PARKER2018-07-26
0012017-01-01KERRY MANNING2020-07-16
0012016-01-01KERRY MANNING2017-07-28 KERRY MANNING2017-07-28
0012015-01-01KERRY MANNING2016-07-19 KERRY MANNING2016-07-19
0012014-01-01KERRY MANNING2015-05-20 KERRY MANNING2015-05-20
0012013-01-01KERRY MANNING2014-07-23 KERRY MANNING2014-07-23

Financial Data on 403(B) THRIFT PLAN OF SOUTHERN WORKFORCE BOARD, INC.

Measure Date Value
2025 : 403(B) THRIFT PLAN OF SOUTHERN WORKFORCE BOARD, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-090
Total liabilities as of the end of the plan year2025-05-090
Total liabilities as of the beginning of the plan year2025-05-090
Total expenses incurred by plan in this plan year2025-05-099440
Net assets as of the end of the plan year2025-05-09511926
Total assets as of the beginning of the plan year2025-05-09435603
Value of plan covered by a fidelity bond2025-05-0945000
Participant contributions to plan in this plan year2025-05-0924275
Other expenses paid from plan in this plan year2025-05-090
Other contributions to plan in this plan year2025-05-090
Other income to plan in this plan year2025-05-0941669
Plan net income in this plan year2025-05-0976323
Net assets as of the end of the plan year2025-05-09511926
Net assets as of the beginning of the plan year2025-05-09435603
Employer contributions to plan in this plan year2025-05-0919819
Fees paid to broker by Benefit Provider2025-05-0944
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-0932
2024 : 403(B) THRIFT PLAN OF SOUTHERN WORKFORCE BOARD, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-100
Total liabilities as of the end of the plan year2024-07-100
Total liabilities as of the beginning of the plan year2024-07-100
Total expenses incurred by plan in this plan year2024-07-1016
Net assets as of the end of the plan year2024-07-10435603
Total assets as of the beginning of the plan year2024-07-10349581
Value of plan covered by a fidelity bond2024-07-1020000
Participant contributions to plan in this plan year2024-07-1020795
Other expenses paid from plan in this plan year2024-07-100
Other contributions to plan in this plan year2024-07-100
Other income to plan in this plan year2024-07-1045234
Plan net income in this plan year2024-07-1086022
Net assets as of the end of the plan year2024-07-10435603
Net assets as of the beginning of the plan year2024-07-10349581
Employer contributions to plan in this plan year2024-07-1020009
Fees paid to broker by Benefit Provider2024-07-1049
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-1016
2022 : 403(B) THRIFT PLAN OF SOUTHERN WORKFORCE BOARD, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-270
Total liabilities as of the end of the plan year2022-06-270
Total liabilities as of the beginning of the plan year2022-06-270
Total expenses incurred by plan in this plan year2022-06-270
Net assets as of the end of the plan year2022-06-27364889
Total assets as of the beginning of the plan year2022-06-27289258
Value of plan covered by a fidelity bond2022-06-2720000
Participant contributions to plan in this plan year2022-06-2720235
Other expenses paid from plan in this plan year2022-06-270
Other contributions to plan in this plan year2022-06-272066
Other income to plan in this plan year2022-06-2735123
Plan net income in this plan year2022-06-2775631
Net assets as of the end of the plan year2022-06-27364889
Net assets as of the beginning of the plan year2022-06-27289258
Employer contributions to plan in this plan year2022-06-2718207
Fees paid to broker by Benefit Provider2022-06-2729

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