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403(B) THRIFT PLAN OF SUNSHINE LADY FOUNDATION, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF SUNSHINE LADY FOUNDATION, INC.
Plan identification number 001

403(B) THRIFT PLAN OF SUNSHINE LADY FOUNDATION, INC. 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

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

Company Name:SUNSHINE LADY FOUNDATION, INC.
Employer identification number (EIN):561977987
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF SUNSHINE LADY FOUNDATION, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JAMIE NICHOLSON2024-06-11
0012022-01-01JAMIE NICHOLSON2023-06-05
0012022-01-01JAMIE NICHOLSON2023-09-07
0012021-01-01JAMIE NICHOLSON2023-01-14
0012020-01-01JUDITH WOOTEN2021-07-13
0012019-01-01JUDITH WOOTEN2020-07-29
0012018-01-01JUDITH WOOTEN2019-07-25
0012017-01-01JUDITH WOOTEN2018-07-17
0012016-01-01JUDITH WOOTEN2017-07-26
0012015-01-01JUDITH WOOTEN2016-07-28
0012014-01-01JUDITH WOOTEN2015-06-24
0012013-01-01JUDITH WOOTEN2014-07-18
0012012-01-01JUDITH WOOTEN2013-07-29
0012011-01-01JUDITH WOOTEN2012-07-30
0012010-01-01JUDITH WOOTEN2011-06-29

Plan Statistics for 403(B) THRIFT PLAN OF SUNSHINE LADY FOUNDATION, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF SUNSHINE LADY FOUNDATION, INC.

Measure Date Value
2025: 403(B) THRIFT PLAN OF SUNSHINE LADY FOUNDATION, INC. 2025 401k membership
Total number of particpants at beginning of year2025-10-133
Total number of particpants at end of year2025-10-133
Number of Participants With Account Balances2025-10-133
2024: 403(B) THRIFT PLAN OF SUNSHINE LADY FOUNDATION, INC. 2024 401k membership
Total number of particpants at beginning of year2024-06-113
Total number of particpants at end of year2024-06-113
Number of Participants With Account Balances2024-06-113

Financial Data on 403(B) THRIFT PLAN OF SUNSHINE LADY FOUNDATION, INC.

Measure Date Value
2025 : 403(B) THRIFT PLAN OF SUNSHINE LADY FOUNDATION, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-130
Total liabilities as of the end of the plan year2025-10-130
Total liabilities as of the beginning of the plan year2025-10-130
Total expenses incurred by plan in this plan year2025-10-1339161
Net assets as of the end of the plan year2025-10-131234349
Total assets as of the beginning of the plan year2025-10-131046006
Value of plan covered by a fidelity bond2025-10-13500000
Participant contributions to plan in this plan year2025-10-1322200
Other expenses paid from plan in this plan year2025-10-130
Other contributions to plan in this plan year2025-10-130
Other income to plan in this plan year2025-10-13196204
Plan net income in this plan year2025-10-13188343
Net assets as of the end of the plan year2025-10-131234349
Net assets as of the beginning of the plan year2025-10-131046006
Employer contributions to plan in this plan year2025-10-139100
Fees paid to broker by Benefit Provider2025-10-1327
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-130
2024 : 403(B) THRIFT PLAN OF SUNSHINE LADY FOUNDATION, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-110
Total liabilities as of the end of the plan year2024-06-110
Total liabilities as of the beginning of the plan year2024-06-110
Total expenses incurred by plan in this plan year2024-06-1173921
Net assets as of the end of the plan year2024-06-111046006
Total assets as of the beginning of the plan year2024-06-11928791
Value of plan covered by a fidelity bond2024-06-11500000
Participant contributions to plan in this plan year2024-06-1116087
Other expenses paid from plan in this plan year2024-06-110
Other contributions to plan in this plan year2024-06-110
Other income to plan in this plan year2024-06-11163674
Plan net income in this plan year2024-06-11117215
Net assets as of the end of the plan year2024-06-111046006
Net assets as of the beginning of the plan year2024-06-11928791
Employer contributions to plan in this plan year2024-06-1111375
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-110

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