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FRIENDS OF THE NATIONAL ARBORE 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameFRIENDS OF THE NATIONAL ARBORE 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

FRIENDS OF THE NATIONAL ARBORE 401(K) PROFIT SHARING PLAN & TRUST 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(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.
  • 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

FRIENDS OF THE NATIONAL ARBORE has sponsored the creation of one or more 401k plans.

Company Name:FRIENDS OF THE NATIONAL ARBORE
Employer identification number (EIN):521257712
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FRIENDS OF THE NATIONAL ARBORE 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CRAVEN RAND2024-07-30
0012022-01-01SUSAN CHAPIN2023-04-02
0012021-01-01SUSAN CHAPIN2022-07-14
0012020-01-01SUSAN CHAPIN2021-07-29
0012019-01-01SUSAN CHAPIN2020-04-21

Plan Statistics for FRIENDS OF THE NATIONAL ARBORE 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for FRIENDS OF THE NATIONAL ARBORE 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025: FRIENDS OF THE NATIONAL ARBORE 401(K) PROFIT SHARING PLAN & TRUST 2025 401k membership
Total number of particpants at beginning of year2025-05-0637
Total number of particpants at end of year2025-05-0634
Number of Participants With Account Balances2025-05-0621
2024: FRIENDS OF THE NATIONAL ARBORE 401(K) PROFIT SHARING PLAN & TRUST 2024 401k membership
Total number of particpants at beginning of year2024-07-3035
Total number of particpants at end of year2024-07-3032
Number of Participants With Account Balances2024-07-3019
2022: FRIENDS OF THE NATIONAL ARBORE 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total number of particpants at beginning of year2022-07-1434
Total number of particpants at end of year2022-07-1433
Number of Participants With Account Balances2022-07-1419

Financial Data on FRIENDS OF THE NATIONAL ARBORE 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : FRIENDS OF THE NATIONAL ARBORE 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-060
Total liabilities as of the end of the plan year2025-05-060
Total liabilities as of the beginning of the plan year2025-05-060
Total expenses incurred by plan in this plan year2025-05-06287
Net assets as of the end of the plan year2025-05-06625632
Total assets as of the beginning of the plan year2025-05-06441471
Value of plan covered by a fidelity bond2025-05-0644147
Participant contributions to plan in this plan year2025-05-0670073
Value of participant loans at end of plan year2025-05-061087
Other expenses paid from plan in this plan year2025-05-060
Other contributions to plan in this plan year2025-05-060
Other income to plan in this plan year2025-05-0670301
Plan net income in this plan year2025-05-06184161
Net assets as of the end of the plan year2025-05-06625632
Net assets as of the beginning of the plan year2025-05-06441471
Employer contributions to plan in this plan year2025-05-0644074
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-06287
2024 : FRIENDS OF THE NATIONAL ARBORE 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-300
Total liabilities as of the end of the plan year2024-07-300
Total liabilities as of the beginning of the plan year2024-07-300
Total expenses incurred by plan in this plan year2024-07-301168
Net assets as of the end of the plan year2024-07-30441471
Total assets as of the beginning of the plan year2024-07-30289579
Value of plan covered by a fidelity bond2024-07-3028958
Participant contributions to plan in this plan year2024-07-3059400
Other expenses paid from plan in this plan year2024-07-300
Other contributions to plan in this plan year2024-07-300
Other income to plan in this plan year2024-07-3058601
Plan net income in this plan year2024-07-30151892
Net assets as of the end of the plan year2024-07-30441471
Net assets as of the beginning of the plan year2024-07-30289579
Employer contributions to plan in this plan year2024-07-3035059
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-30314
2022 : FRIENDS OF THE NATIONAL ARBORE 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-140
Total liabilities as of the end of the plan year2022-07-140
Total liabilities as of the beginning of the plan year2022-07-140
Total expenses incurred by plan in this plan year2022-07-1413755
Net assets as of the end of the plan year2022-07-14225794
Total assets as of the beginning of the plan year2022-07-14141302
Value of plan covered by a fidelity bond2022-07-1420000
Participant contributions to plan in this plan year2022-07-1445265
Other expenses paid from plan in this plan year2022-07-140
Other contributions to plan in this plan year2022-07-140
Other income to plan in this plan year2022-07-1428835
Plan net income in this plan year2022-07-1484492
Net assets as of the end of the plan year2022-07-14225794
Net assets as of the beginning of the plan year2022-07-14141302
Employer contributions to plan in this plan year2022-07-1424147
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-14256

Potentially related plans

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