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BOYS & GIRLS CLUBS OF THE PERMIAN BASIN 403(B) PLAN 401k Plan overview

Plan NameBOYS & GIRLS CLUBS OF THE PERMIAN BASIN 403(B) PLAN
Plan identification number 001

BOYS & GIRLS CLUBS OF THE PERMIAN BASIN 403(B) 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).
  • 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)(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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

BOYS & GIRLS CLUBS OF THE PERMIAN BASIN, INC. has sponsored the creation of one or more 401k plans.

Company Name:BOYS & GIRLS CLUBS OF THE PERMIAN BASIN, INC.
Employer identification number (EIN):461749237
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOYS & GIRLS CLUBS OF THE PERMIAN BASIN 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CHRISELDA ZUBIATE2024-10-15 CHRISELDA ZUBIATE2024-10-15
0012022-01-01CHRISELDA ZUBIATE2023-10-16 ANDRA L. JONES2023-10-16
0012021-01-01ANDRA JONES2022-10-13
0012021-01-01ANDRA JONES2022-10-13
0012020-01-01SAMANTHA CARRELL2021-08-20
0012019-01-01DAVID CHANCELLOR2020-02-24

Plan Statistics for BOYS & GIRLS CLUBS OF THE PERMIAN BASIN 403(B) PLAN

401k plan membership statisitcs for BOYS & GIRLS CLUBS OF THE PERMIAN BASIN 403(B) PLAN

Measure Date Value
2025: BOYS & GIRLS CLUBS OF THE PERMIAN BASIN 403(B) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-3117
Total number of particpants at end of year2025-07-3195
Number of Participants With Account Balances2025-07-3116
2024: BOYS & GIRLS CLUBS OF THE PERMIAN BASIN 403(B) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-1536
Total number of particpants at end of year2024-10-1517
Number of Participants With Account Balances2024-10-1516

Financial Data on BOYS & GIRLS CLUBS OF THE PERMIAN BASIN 403(B) PLAN

Measure Date Value
2025 : BOYS & GIRLS CLUBS OF THE PERMIAN BASIN 403(B) PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-07-310
Total expenses incurred by plan in this plan year2025-07-312198
Net assets as of the end of the plan year2025-07-31235776
Total assets as of the beginning of the plan year2025-07-31210829
Value of plan covered by a fidelity bond2025-07-3150000
Other income to plan in this plan year2025-07-3127145
Plan net income in this plan year2025-07-3124947
Net assets as of the end of the plan year2025-07-31235776
Net assets as of the beginning of the plan year2025-07-31210829
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-312198
2024 : BOYS & GIRLS CLUBS OF THE PERMIAN BASIN 403(B) PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-10-150
Total expenses incurred by plan in this plan year2024-10-1511790
Net assets as of the end of the plan year2024-10-15210829
Total assets as of the beginning of the plan year2024-10-15185996
Value of plan covered by a fidelity bond2024-10-1550000
Participant contributions to plan in this plan year2024-10-151686
Other income to plan in this plan year2024-10-1533251
Plan net income in this plan year2024-10-1524833
Net assets as of the end of the plan year2024-10-15210829
Net assets as of the beginning of the plan year2024-10-15185996
Employer contributions to plan in this plan year2024-10-151686
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-151773

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