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403(B) THRIFT PLAN OF RUFTY-HOLMES SENIOR CENTER, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF RUFTY-HOLMES SENIOR CENTER, INC.
Plan identification number 001

403(B) THRIFT PLAN OF RUFTY-HOLMES SENIOR CENTER, INC. 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).
  • 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.
  • 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

RUFTY-HOLMES SENIOR CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:RUFTY-HOLMES SENIOR CENTER, INC.
Employer identification number (EIN):561520956
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF RUFTY-HOLMES SENIOR CENTER, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JUDITH BURCHARD2024-10-10
0012022-01-01JUDITH BURCHARD2023-09-27
0012020-01-01
0012019-01-01SYLVIA SWISHER2020-07-24
0012018-01-01SYLVIA SWISHER2019-07-29
0012017-01-01NANETTE BUEHRER2018-07-25 NANETTE BUEHRER2018-07-25
0012016-01-01RICK ELDRIDGE2017-03-28 RICK ELDRIDGE2017-03-28
0012015-01-01RICK ELDRIDGE2016-05-02 RICK ELDRIDGE2016-05-02
0012013-01-01RICHARD E. ELDRIDGE2014-07-31
0012012-01-01RICHARD E. ELDRIDGE2013-04-18
0012011-01-01RICHARD E. ELDRIDGE2012-07-18
0012010-01-01RICHARD E. ELDRIDGE2011-07-27 RICHARD E. ELDRIDGE2011-07-27

Plan Statistics for 403(B) THRIFT PLAN OF RUFTY-HOLMES SENIOR CENTER, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF RUFTY-HOLMES SENIOR CENTER, INC.

Measure Date Value
2025: 403(B) THRIFT PLAN OF RUFTY-HOLMES SENIOR CENTER, INC. 2025 401k membership
Total number of particpants at beginning of year2025-10-1013
Total number of particpants at end of year2025-10-108
Number of Participants With Account Balances2025-10-108
2024: 403(B) THRIFT PLAN OF RUFTY-HOLMES SENIOR CENTER, INC. 2024 401k membership
Total number of particpants at beginning of year2024-10-1013
Total number of particpants at end of year2024-10-1013
Number of Participants With Account Balances2024-10-101
2020: 403(B) THRIFT PLAN OF RUFTY-HOLMES SENIOR CENTER, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-0138
Total of all active and inactive participants2020-01-010
Total participants2020-01-010

Financial Data on 403(B) THRIFT PLAN OF RUFTY-HOLMES SENIOR CENTER, INC.

Measure Date Value
2025 : 403(B) THRIFT PLAN OF RUFTY-HOLMES SENIOR CENTER, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-100
Total liabilities as of the end of the plan year2025-10-100
Total liabilities as of the beginning of the plan year2025-10-100
Total expenses incurred by plan in this plan year2025-10-1098500
Net assets as of the end of the plan year2025-10-10110502
Total assets as of the beginning of the plan year2025-10-10182574
Value of plan covered by a fidelity bond2025-10-1030000
Participant contributions to plan in this plan year2025-10-106455
Value of participant loans at end of plan year2025-10-10775
Other expenses paid from plan in this plan year2025-10-100
Other contributions to plan in this plan year2025-10-100
Other income to plan in this plan year2025-10-1018632
Plan net income in this plan year2025-10-10-72072
Net assets as of the end of the plan year2025-10-10110502
Net assets as of the beginning of the plan year2025-10-10182574
Employer contributions to plan in this plan year2025-10-101341
Fees paid to broker by Benefit Provider2025-10-1070
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1070
2024 : 403(B) THRIFT PLAN OF RUFTY-HOLMES SENIOR CENTER, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-100
Total liabilities as of the end of the plan year2024-10-100
Total liabilities as of the beginning of the plan year2024-10-100
Total expenses incurred by plan in this plan year2024-10-1025245
Net assets as of the end of the plan year2024-10-10182574
Total assets as of the beginning of the plan year2024-10-10158404
Value of plan covered by a fidelity bond2024-10-1030000
Participant contributions to plan in this plan year2024-10-1010193
Other expenses paid from plan in this plan year2024-10-100
Other contributions to plan in this plan year2024-10-102195
Other income to plan in this plan year2024-10-1030848
Plan net income in this plan year2024-10-1024170
Net assets as of the end of the plan year2024-10-10182574
Net assets as of the beginning of the plan year2024-10-10158404
Employer contributions to plan in this plan year2024-10-106179
Fees paid to broker by Benefit Provider2024-10-1048
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1048

Form 5500 Responses for 403(B) THRIFT PLAN OF RUFTY-HOLMES SENIOR CENTER, INC.

2020: 403(B) THRIFT PLAN OF RUFTY-HOLMES SENIOR CENTER, INC. 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

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