Logo

WELFARE FOUNDATION, INC. 403(B) PLAN 401k Plan overview

Plan NameWELFARE FOUNDATION, INC. 403(B) PLAN
Plan identification number 001

WELFARE FOUNDATION, INC. 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).
  • 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(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)(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.
  • 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

WELFARE FOUNDATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:WELFARE FOUNDATION, INC.
Employer identification number (EIN):516015916
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WELFARE FOUNDATION, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CHRISTOPHER GRUNDNER2024-09-05 CHRISTOPHER GRUNDNER2024-09-05
0012022-01-01CHRISTOPHER GRUNDNER2023-06-16 CHRISTOPHER GRUNDNER2023-06-16
0012021-01-01CHRISTOPHER GRUNDNER2022-06-09 CHRISTOPHER GRUNDNER2022-06-09
0012020-01-01CHRISTOPHER GRUNDNER2021-08-25 CHRISTOPHER GRUNDNER2021-08-25
0012019-01-01CHRISTOPHER GRUNDNER2020-08-28 CHRISTOPHER GRUNDNER2020-08-28
0012018-01-01CHRISTOPHER GRUNDNER2019-08-22 CHRISTOPHER GRUNDNER2019-08-22
0012017-01-01CHRISTOPHER GRUNDNER2018-07-18
0012016-01-01CHRISTOPHER GRUNDNER2017-05-24
0012015-01-01CHRISTOPHER GRUNDNER2016-07-18

Financial Data on WELFARE FOUNDATION, INC. 403(B) PLAN

Measure Date Value
2025 : WELFARE FOUNDATION, INC. 403(B) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-17120
Net assets as of the end of the plan year2025-09-17463005
Total assets as of the beginning of the plan year2025-09-17369534
Value of plan covered by a fidelity bond2025-09-17100000
Participant contributions to plan in this plan year2025-09-1728093
Other expenses paid from plan in this plan year2025-09-170
Other income to plan in this plan year2025-09-1747312
Plan net income in this plan year2025-09-1793471
Net assets as of the end of the plan year2025-09-17463005
Net assets as of the beginning of the plan year2025-09-17369534
Employer contributions to plan in this plan year2025-09-1718186
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-17120
2024 : WELFARE FOUNDATION, INC. 403(B) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-05120
Net assets as of the end of the plan year2024-09-05369534
Total assets as of the beginning of the plan year2024-09-05272938
Value of plan covered by a fidelity bond2024-09-05100000
Participant contributions to plan in this plan year2024-09-0527397
Other expenses paid from plan in this plan year2024-09-05120
Other income to plan in this plan year2024-09-0551830
Plan net income in this plan year2024-09-0596594
Net assets as of the end of the plan year2024-09-05369534
Net assets as of the beginning of the plan year2024-09-05272938
Employer contributions to plan in this plan year2024-09-0517487
2022 : WELFARE FOUNDATION, INC. 403(B) PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-06-090
Total expenses incurred by plan in this plan year2022-06-0916429
Net assets as of the end of the plan year2022-06-09764988
Total assets as of the beginning of the plan year2022-06-09608187
Value of plan covered by a fidelity bond2022-06-0975000
Participant contributions to plan in this plan year2022-06-0917522
Other expenses paid from plan in this plan year2022-06-09180
Other income to plan in this plan year2022-06-09138844
Plan net income in this plan year2022-06-09156799
Net assets as of the end of the plan year2022-06-09764988
Net assets as of the beginning of the plan year2022-06-09608187
Employer contributions to plan in this plan year2022-06-0916862

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
401k Lookup     VAT Lookup S1