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THE WILLIAM S. ABELL FOUNDATION 401(K) PLAN 401k Plan overview

Plan NameTHE WILLIAM S. ABELL FOUNDATION 401(K) PLAN
Plan identification number 001

THE WILLIAM S. ABELL FOUNDATION 401(K) PLAN 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 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

THE WILLIAM S. ABELL FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:THE WILLIAM S. ABELL FOUNDATION
Employer identification number (EIN):521435573
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE WILLIAM S. ABELL FOUNDATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JANET MILLER2024-08-29
0012022-01-01JANET MILLER2023-10-09
0012021-01-01JANET MILLER2022-10-04
0012020-01-01JANET MILLER2021-09-28
0012019-01-01JANET MILLER2020-10-09
0012018-01-01JANET MILLER2019-10-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01JANET MILLER
0012013-01-01JANET MILLER

Financial Data on THE WILLIAM S. ABELL FOUNDATION 401(K) PLAN

Measure Date Value
2023 : THE WILLIAM S. ABELL FOUNDATION 401(K) PLAN 2023 401k financial data
Total income from all sources2023-12-31$185,626
Expenses. Total of all expenses incurred2023-12-31$6,380
Total plan assets at end of year2023-12-31$505,149
Total plan assets at beginning of year2023-12-31$325,903
Value of fidelity bond covering the plan2023-12-31$250,000
Total contributions received or receivable from participants2023-12-31$30,000
Other income received2023-12-31$136,389
Net income (gross income less expenses)2023-12-31$179,246
Net plan assets at end of year (total assets less liabilities)2023-12-31$505,149
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$325,903
Total contributions received or receivable from employer(s)2023-12-31$19,237
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$6,380
2022 : THE WILLIAM S. ABELL FOUNDATION 401(K) PLAN 2022 401k financial data
Total income from all sources2022-12-31$-88,307
Expenses. Total of all expenses incurred2022-12-31$5,373
Total plan assets at end of year2022-12-31$325,903
Total plan assets at beginning of year2022-12-31$419,583
Value of fidelity bond covering the plan2022-12-31$250,000
Total contributions received or receivable from participants2022-12-31$22,820
Other income received2022-12-31$-130,932
Net income (gross income less expenses)2022-12-31$-93,680
Net plan assets at end of year (total assets less liabilities)2022-12-31$325,903
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$419,583
Total contributions received or receivable from employer(s)2022-12-31$19,805
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$5,373
2021 : THE WILLIAM S. ABELL FOUNDATION 401(K) PLAN 2021 401k financial data
Total income from all sources2021-12-31$132,993
Expenses. Total of all expenses incurred2021-12-31$5,034
Total plan assets at end of year2021-12-31$419,583
Total plan assets at beginning of year2021-12-31$291,624
Value of fidelity bond covering the plan2021-12-31$250,000
Total contributions received or receivable from participants2021-12-31$26,000
Other income received2021-12-31$86,464
Net income (gross income less expenses)2021-12-31$127,959
Net plan assets at end of year (total assets less liabilities)2021-12-31$419,583
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$291,624
Total contributions received or receivable from employer(s)2021-12-31$20,529
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$5,034
2020 : THE WILLIAM S. ABELL FOUNDATION 401(K) PLAN 2020 401k financial data
Total income from all sources2020-12-31$78,151
Expenses. Total of all expenses incurred2020-12-31$3,013
Total plan assets at end of year2020-12-31$291,624
Total plan assets at beginning of year2020-12-31$216,486
Value of fidelity bond covering the plan2020-12-31$250,000
Total contributions received or receivable from participants2020-12-31$8,785
Other income received2020-12-31$51,796
Net income (gross income less expenses)2020-12-31$75,138
Net plan assets at end of year (total assets less liabilities)2020-12-31$291,624
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$216,486
Total contributions received or receivable from employer(s)2020-12-31$17,570
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$3,013
2019 : THE WILLIAM S. ABELL FOUNDATION 401(K) PLAN 2019 401k financial data
Total income from all sources2019-12-31$73,573
Expenses. Total of all expenses incurred2019-12-31$2,278
Total plan assets at end of year2019-12-31$216,486
Total plan assets at beginning of year2019-12-31$145,191
Value of fidelity bond covering the plan2019-12-31$250,000
Total contributions received or receivable from participants2019-12-31$8,285
Other income received2019-12-31$47,217
Net income (gross income less expenses)2019-12-31$71,295
Net plan assets at end of year (total assets less liabilities)2019-12-31$216,486
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$145,191
Total contributions received or receivable from employer(s)2019-12-31$18,071
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$2,278
2018 : THE WILLIAM S. ABELL FOUNDATION 401(K) PLAN 2018 401k financial data
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$16,291
Expenses. Total of all expenses incurred2018-12-31$1,840
Total plan assets at end of year2018-12-31$145,191
Total plan assets at beginning of year2018-12-31$130,740
Value of fidelity bond covering the plan2018-12-31$250,000
Total contributions received or receivable from participants2018-12-31$8,288
Other income received2018-12-31$-8,573
Net income (gross income less expenses)2018-12-31$14,451
Net plan assets at end of year (total assets less liabilities)2018-12-31$145,191
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$130,740
Total contributions received or receivable from employer(s)2018-12-31$16,576
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$1,840
2017 : THE WILLIAM S. ABELL FOUNDATION 401(K) PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$53,308
Expenses. Total of all expenses incurred2017-12-31$45,395
Benefits paid (including direct rollovers)2017-12-31$43,810
Total plan assets at end of year2017-12-31$130,740
Total plan assets at beginning of year2017-12-31$122,827
Value of fidelity bond covering the plan2017-12-31$250,000
Total contributions received or receivable from participants2017-12-31$7,919
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$26,647
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$7,913
Net plan assets at end of year (total assets less liabilities)2017-12-31$130,740
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$122,827
Total contributions received or receivable from employer(s)2017-12-31$18,742
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$1,585
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : THE WILLIAM S. ABELL FOUNDATION 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$48,383
Expenses. Total of all expenses incurred2016-12-31$0
Total plan assets at end of year2016-12-31$122,827
Total plan assets at beginning of year2016-12-31$74,444
Value of fidelity bond covering the plan2016-12-31$250,000
Total contributions received or receivable from participants2016-12-31$7,376
Contributions received from other sources (not participants or employers)2016-12-31$19,260
Other income received2016-12-31$3,371
Net income (gross income less expenses)2016-12-31$48,383
Net plan assets at end of year (total assets less liabilities)2016-12-31$122,827
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$74,444
Total contributions received or receivable from employer(s)2016-12-31$18,376
2015 : THE WILLIAM S. ABELL FOUNDATION 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$20,507
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$74,444
Total plan assets at beginning of year2015-12-31$53,937
Value of fidelity bond covering the plan2015-12-31$250,000
Total contributions received or receivable from participants2015-12-31$7,025
Other income received2015-12-31$-3,981
Net income (gross income less expenses)2015-12-31$20,507
Net plan assets at end of year (total assets less liabilities)2015-12-31$74,444
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$53,937
Total contributions received or receivable from employer(s)2015-12-31$17,463
2014 : THE WILLIAM S. ABELL FOUNDATION 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$30,104
Expenses. Total of all expenses incurred2014-12-31$0
Total plan assets at end of year2014-12-31$53,937
Total plan assets at beginning of year2014-12-31$23,833
Value of fidelity bond covering the plan2014-12-31$250,000
Total contributions received or receivable from participants2014-12-31$7,595
Other income received2014-12-31$4,964
Net income (gross income less expenses)2014-12-31$30,104
Net plan assets at end of year (total assets less liabilities)2014-12-31$53,937
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$23,833
Total contributions received or receivable from employer(s)2014-12-31$17,545
2013 : THE WILLIAM S. ABELL FOUNDATION 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$23,833
Expenses. Total of all expenses incurred2013-12-31$0
Total plan assets at end of year2013-12-31$23,833
Total plan assets at beginning of year2013-12-31$0
Value of fidelity bond covering the plan2013-12-31$250,000
Total contributions received or receivable from participants2013-12-31$5,133
Net income (gross income less expenses)2013-12-31$23,833
Net plan assets at end of year (total assets less liabilities)2013-12-31$23,833
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$18,700

Form 5500 Responses for THE WILLIAM S. ABELL FOUNDATION 401(K) PLAN

2023: THE WILLIAM S. ABELL FOUNDATION 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE WILLIAM S. ABELL FOUNDATION 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE WILLIAM S. ABELL FOUNDATION 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE WILLIAM S. ABELL FOUNDATION 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE WILLIAM S. ABELL FOUNDATION 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE WILLIAM S. ABELL FOUNDATION 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE WILLIAM S. ABELL FOUNDATION 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE WILLIAM S. ABELL FOUNDATION 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE WILLIAM S. ABELL FOUNDATION 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE WILLIAM S. ABELL FOUNDATION 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE WILLIAM S. ABELL FOUNDATION 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

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