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403(B) THRIFT PLAN OF NATIONAL ASSOCIATION FOR FAMILY, SCHOOL, AND COMMUNITY ENGAGEMENT, INC 401k Plan overview

Plan Name403(B) THRIFT PLAN OF NATIONAL ASSOCIATION FOR FAMILY, SCHOOL, AND COMMUNITY ENGAGEMENT, INC
Plan identification number 001

403(B) THRIFT PLAN OF NATIONAL ASSOCIATION FOR FAMILY, SCHOOL, AND COMMUNITY ENGAGEMENT, INC 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 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

NATIONAL ASSOCIATION FOR FAMILY, SC HOOL, AND COMMUNITY ENGAGEMENT, IN has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL ASSOCIATION FOR FAMILY, SC HOOL, AND COMMUNITY ENGAGEMENT, IN
Employer identification number (EIN):470968569
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 NATIONAL ASSOCIATION FOR FAMILY, SCHOOL, AND COMMUNITY ENGAGEMENT, INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SHAWN HARRIS2024-07-31
0012022-01-01SHAWN HARRIS2024-11-07
0012021-01-01SHAWN HARRIS2024-11-07
0012020-01-01VITO BORRELLO2021-07-28
0012019-01-01VITO BORRELLO2020-10-07
0012018-01-01VITO BORRELLO2019-07-31
0012017-01-01VITO BORRELLO2018-07-18 VITO BORRELLO2018-07-18
0012016-01-01VITO BORRELLO2017-10-16 VITO BORRELLO2017-10-16
0012015-01-01VITO BORRELLO2016-10-13 VITO BORRELLO2016-10-13

Plan Statistics for 403(B) THRIFT PLAN OF NATIONAL ASSOCIATION FOR FAMILY, SCHOOL, AND COMMUNITY ENGAGEMENT, INC

401k plan membership statisitcs for 403(B) THRIFT PLAN OF NATIONAL ASSOCIATION FOR FAMILY, SCHOOL, AND COMMUNITY ENGAGEMENT, INC

Measure Date Value
2025: 403(B) THRIFT PLAN OF NATIONAL ASSOCIATION FOR FAMILY, SCHOOL, AND COMMUNITY ENGAGEMENT, INC 2025 401k membership
Total number of particpants at beginning of year2025-07-0821
Total number of particpants at end of year2025-07-0822
Number of Participants With Account Balances2025-07-0819
2024: 403(B) THRIFT PLAN OF NATIONAL ASSOCIATION FOR FAMILY, SCHOOL, AND COMMUNITY ENGAGEMENT, INC 2024 401k membership
Total number of particpants at beginning of year2024-11-077
Total number of particpants at end of year2024-11-0710
Number of Participants With Account Balances2024-11-0710
Total number of particpants at beginning of year2024-07-3117
Total number of particpants at end of year2024-07-3121
Number of Participants With Account Balances2024-07-3115

Financial Data on 403(B) THRIFT PLAN OF NATIONAL ASSOCIATION FOR FAMILY, SCHOOL, AND COMMUNITY ENGAGEMENT, INC

Measure Date Value
2025 : 403(B) THRIFT PLAN OF NATIONAL ASSOCIATION FOR FAMILY, SCHOOL, AND COMMUNITY ENGAGEMENT, INC 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-080
Total liabilities as of the end of the plan year2025-07-080
Total liabilities as of the beginning of the plan year2025-07-080
Total expenses incurred by plan in this plan year2025-07-0815682
Net assets as of the end of the plan year2025-07-08778097
Total assets as of the beginning of the plan year2025-07-08630554
Value of plan covered by a fidelity bond2025-07-0850000
Participant contributions to plan in this plan year2025-07-082867
Value of participant loans at end of plan year2025-07-0849681
Other expenses paid from plan in this plan year2025-07-080
Other contributions to plan in this plan year2025-07-080
Other income to plan in this plan year2025-07-0880827
Plan net income in this plan year2025-07-08147543
Net assets as of the end of the plan year2025-07-08778097
Net assets as of the beginning of the plan year2025-07-08630554
Employer contributions to plan in this plan year2025-07-0879531
Fees paid to broker by Benefit Provider2025-07-08130
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-08172
2024 : 403(B) THRIFT PLAN OF NATIONAL ASSOCIATION FOR FAMILY, SCHOOL, AND COMMUNITY ENGAGEMENT, INC 2024 401k financial data
Total transfers to/from plan in this plan year2024-11-070
Total liabilities as of the end of the plan year2024-11-070
Total liabilities as of the beginning of the plan year2024-11-070
Total expenses incurred by plan in this plan year2024-11-0781
Net assets as of the end of the plan year2024-11-07571922
Total assets as of the beginning of the plan year2024-11-07422250
Value of plan covered by a fidelity bond2024-11-0750000
Participant contributions to plan in this plan year2024-11-0710348
Other expenses paid from plan in this plan year2024-11-0781
Other contributions to plan in this plan year2024-11-070
Other income to plan in this plan year2024-11-0776055
Plan net income in this plan year2024-11-07149672
Net assets as of the end of the plan year2024-11-07571922
Net assets as of the beginning of the plan year2024-11-07422250
Employer contributions to plan in this plan year2024-11-0763350
Fees paid to broker by Benefit Provider2024-11-0745
Total transfers to/from plan in this plan year2024-07-310
Total liabilities as of the end of the plan year2024-07-310
Total liabilities as of the beginning of the plan year2024-07-310
Total expenses incurred by plan in this plan year2024-07-315368
Net assets as of the end of the plan year2024-07-31630554
Total assets as of the beginning of the plan year2024-07-31496771
Value of plan covered by a fidelity bond2024-07-3150000
Participant contributions to plan in this plan year2024-07-310
Other expenses paid from plan in this plan year2024-07-310
Other contributions to plan in this plan year2024-07-310
Other income to plan in this plan year2024-07-3177363
Plan net income in this plan year2024-07-31133783
Net assets as of the end of the plan year2024-07-31630554
Net assets as of the beginning of the plan year2024-07-31496771
Employer contributions to plan in this plan year2024-07-3161788
Fees paid to broker by Benefit Provider2024-07-3126
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-3181

Potentially related plans

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