401k Plan data: THE RILEY PLAN OF THE SPCA plan

THE RILEY PLAN OF THE SPCA 401k Plan overview

Plan Name	THE RILEY PLAN OF THE SPCA
Plan identification number	001

THE RILEY PLAN OF THE SPCA Benefits

401k Plan Type

Defined 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.
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

SPCA OF WAKE COUNTY, INC. has sponsored the creation of one or more 401k plans.

Company Name: SPCA OF WAKE COUNTY, INC.

Employer identification number (EIN): 560891732

NAIC Classification: 812910
NAIC Description: Pet Care (except Veterinary) Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE RILEY PLAN OF THE SPCA

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 KIMBERLY JANZEN 2023-10-10 KIMBERLY JANZEN 2023-10-10
001 2021-01-01 KIMBERLY JANZEN 2022-05-09 KIMBERLY JANZEN 2022-05-09
001 2020-01-01 KIMBERLY JANZEN 2021-09-27 KIMBERLY JANZEN 2021-09-27
001 2019-01-01 KIMBERLY JANZEN 2020-07-27 KIMBERLY JANZEN 2020-07-27
001 2018-01-01 KIMBERLY JANZEN 2019-07-16 KIMBERLY JANZEN 2019-07-16
001 2017-01-01 KIMBERLY JANZEN 2018-03-26 KIMBERLY JANZEN 2018-03-26
001 2016-01-01 KIMBERLY JANZEN 2017-10-11 KIMBERLY JANZEN 2017-10-11
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 LISA KROLL
001 2011-01-01 HOPE HANCOCK
001 2009-01-01 HOPE HANCOCK
001 2009-01-01 HOPE HANCOCK

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	KIMBERLY JANZEN	2023-10-10	KIMBERLY JANZEN	2023-10-10
001	2021-01-01	KIMBERLY JANZEN	2022-05-09	KIMBERLY JANZEN	2022-05-09
001	2020-01-01	KIMBERLY JANZEN	2021-09-27	KIMBERLY JANZEN	2021-09-27
001	2019-01-01	KIMBERLY JANZEN	2020-07-27	KIMBERLY JANZEN	2020-07-27
001	2018-01-01	KIMBERLY JANZEN	2019-07-16	KIMBERLY JANZEN	2019-07-16
001	2017-01-01	KIMBERLY JANZEN	2018-03-26	KIMBERLY JANZEN	2018-03-26
001	2016-01-01	KIMBERLY JANZEN	2017-10-11	KIMBERLY JANZEN	2017-10-11
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	LISA KROLL
001	2011-01-01	HOPE HANCOCK
001	2009-01-01	HOPE HANCOCK
001	2009-01-01	HOPE HANCOCK

Plan Statistics for THE RILEY PLAN OF THE SPCA

401k plan membership statisitcs for THE RILEY PLAN OF THE SPCA

Measure Date Value
2015: THE RILEY PLAN OF THE SPCA 2015 401k membership
Total participants, beginning-of-year 2015-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 11
Number of other retired or separated participants entitled to future benefits 2015-01-01 8
Total of all active and inactive participants 2015-01-01 19
Total participants 2015-01-01 19
Number of participants with account balances 2015-01-01 19
2014: THE RILEY PLAN OF THE SPCA 2014 401k membership
Total participants, beginning-of-year 2014-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 12
Number of other retired or separated participants entitled to future benefits 2014-01-01 9
Total of all active and inactive participants 2014-01-01 21
Total participants 2014-01-01 21
Number of participants with account balances 2014-01-01 21
2013: THE RILEY PLAN OF THE SPCA 2013 401k membership
Total participants, beginning-of-year 2013-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 15
Number of other retired or separated participants entitled to future benefits 2013-01-01 7
Total of all active and inactive participants 2013-01-01 22
Total participants 2013-01-01 22
Number of participants with account balances 2013-01-01 22
2012: THE RILEY PLAN OF THE SPCA 2012 401k membership
Total participants, beginning-of-year 2012-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 17
Number of other retired or separated participants entitled to future benefits 2012-01-01 6
Total of all active and inactive participants 2012-01-01 23
Total participants 2012-01-01 23
Number of participants with account balances 2012-01-01 23
2011: THE RILEY PLAN OF THE SPCA 2011 401k membership
Total participants, beginning-of-year 2011-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 21
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 24
Total participants 2011-01-01 24
Number of participants with account balances 2011-01-01 24
2009: THE RILEY PLAN OF THE SPCA 2009 401k membership
Total participants, beginning-of-year 2009-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 25
Number of other retired or separated participants entitled to future benefits 2009-01-01 6
Total of all active and inactive participants 2009-01-01 31
Total participants 2009-01-01 31
Number of participants with account balances 2009-01-01 31

Measure	Date	Value
2015: THE RILEY PLAN OF THE SPCA 2015 401k membership
Total participants, beginning-of-year	2015-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	11
Number of other retired or separated participants entitled to future benefits	2015-01-01	8
Total of all active and inactive participants	2015-01-01	19
Total participants	2015-01-01	19
Number of participants with account balances	2015-01-01	19
2014: THE RILEY PLAN OF THE SPCA 2014 401k membership
Total participants, beginning-of-year	2014-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	12
Number of other retired or separated participants entitled to future benefits	2014-01-01	9
Total of all active and inactive participants	2014-01-01	21
Total participants	2014-01-01	21
Number of participants with account balances	2014-01-01	21
2013: THE RILEY PLAN OF THE SPCA 2013 401k membership
Total participants, beginning-of-year	2013-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	15
Number of other retired or separated participants entitled to future benefits	2013-01-01	7
Total of all active and inactive participants	2013-01-01	22
Total participants	2013-01-01	22
Number of participants with account balances	2013-01-01	22
2012: THE RILEY PLAN OF THE SPCA 2012 401k membership
Total participants, beginning-of-year	2012-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	17
Number of other retired or separated participants entitled to future benefits	2012-01-01	6
Total of all active and inactive participants	2012-01-01	23
Total participants	2012-01-01	23
Number of participants with account balances	2012-01-01	23
2011: THE RILEY PLAN OF THE SPCA 2011 401k membership
Total participants, beginning-of-year	2011-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	21
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	24
Total participants	2011-01-01	24
Number of participants with account balances	2011-01-01	24
2009: THE RILEY PLAN OF THE SPCA 2009 401k membership
Total participants, beginning-of-year	2009-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	25
Number of other retired or separated participants entitled to future benefits	2009-01-01	6
Total of all active and inactive participants	2009-01-01	31
Total participants	2009-01-01	31
Number of participants with account balances	2009-01-01	31

Financial Data on THE RILEY PLAN OF THE SPCA

Measure	Date	Value
2015 : THE RILEY PLAN OF THE SPCA 2015 401k financial data
Total income from all sources	2015-12-31	$46,988
Expenses. Total of all expenses incurred	2015-12-31	$3,220
Benefits paid (including direct rollovers)	2015-12-31	$3,170
Total plan assets at end of year	2015-12-31	$521,512
Total plan assets at beginning of year	2015-12-31	$477,744
Value of fidelity bond covering the plan	2015-12-31	$200,000
Total contributions received or receivable from participants	2015-12-31	$45,858
Other income received	2015-12-31	$1,130
Net income (gross income less expenses)	2015-12-31	$43,768
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$521,512
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$477,744
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$50
2014 : THE RILEY PLAN OF THE SPCA 2014 401k financial data
Total income from all sources	2014-12-31	$60,025
Expenses. Total of all expenses incurred	2014-12-31	$54,972
Benefits paid (including direct rollovers)	2014-12-31	$54,922
Total plan assets at end of year	2014-12-31	$477,744
Total plan assets at beginning of year	2014-12-31	$472,691
Value of fidelity bond covering the plan	2014-12-31	$200,000
Total contributions received or receivable from participants	2014-12-31	$39,569
Other income received	2014-12-31	$20,456
Net income (gross income less expenses)	2014-12-31	$5,053
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$477,744
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$472,691
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$50
2013 : THE RILEY PLAN OF THE SPCA 2013 401k financial data
Total income from all sources	2013-12-31	$127,401
Expenses. Total of all expenses incurred	2013-12-31	$60,642
Benefits paid (including direct rollovers)	2013-12-31	$60,642
Total plan assets at end of year	2013-12-31	$472,691
Total plan assets at beginning of year	2013-12-31	$405,932
Value of fidelity bond covering the plan	2013-12-31	$200,000
Total contributions received or receivable from participants	2013-12-31	$43,041
Other income received	2013-12-31	$84,360
Net income (gross income less expenses)	2013-12-31	$66,759
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$472,691
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$405,932
2012 : THE RILEY PLAN OF THE SPCA 2012 401k financial data
Total income from all sources	2012-12-31	$94,629
Expenses. Total of all expenses incurred	2012-12-31	$10,371
Benefits paid (including direct rollovers)	2012-12-31	$10,371
Total plan assets at end of year	2012-12-31	$405,932
Total plan assets at beginning of year	2012-12-31	$321,674
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$49,052
Other income received	2012-12-31	$45,577
Net income (gross income less expenses)	2012-12-31	$84,258
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$405,932
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$321,674
2011 : THE RILEY PLAN OF THE SPCA 2011 401k financial data
Total income from all sources	2011-12-31	$43,361
Expenses. Total of all expenses incurred	2011-12-31	$8,557
Benefits paid (including direct rollovers)	2011-12-31	$8,557
Total plan assets at end of year	2011-12-31	$321,674
Total plan assets at beginning of year	2011-12-31	$286,870
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$60,652
Other income received	2011-12-31	$-17,291
Net income (gross income less expenses)	2011-12-31	$34,804
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$321,674
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$286,870
2010 : THE RILEY PLAN OF THE SPCA 2010 401k financial data
Total income from all sources	2010-12-31	$58,586
Total plan assets at end of year	2010-12-31	$286,870
Total plan assets at beginning of year	2010-12-31	$228,284
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$56,936
Other income received	2010-12-31	$1,650
Net income (gross income less expenses)	2010-12-31	$58,586
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$286,870
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$228,284

Form 5500 Responses for THE RILEY PLAN OF THE SPCA

2015: THE RILEY PLAN OF THE SPCA 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE RILEY PLAN OF THE SPCA 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE RILEY PLAN OF THE SPCA 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE RILEY PLAN OF THE SPCA 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE RILEY PLAN OF THE SPCA 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE RILEY PLAN OF THE SPCA 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SPCA OF WAKE COUNTY, INC.
Employer identification number (EIN):	560891732
NAIC Classification:	812910
NAIC Description:	Pet Care (except Veterinary) Services