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403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER ATLANTA, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER ATLANTA, INC.
Plan identification number 003

403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER ATLANTA, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

GIRL SCOUTS OF GREATER ATLANTA, INC . has sponsored the creation of one or more 401k plans.

Company Name:GIRL SCOUTS OF GREATER ATLANTA, INC .
Employer identification number (EIN):580566190
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 GIRL SCOUTS OF GREATER ATLANTA, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01AMY DOSIK
0032016-01-01AMY DOSIK AMY DOSIK2017-08-29
0032015-01-01AMY DOSIK AMY DOSIK2016-10-13
0032014-01-01AMY DOSIK AMY DOSIK2015-09-24
0032013-01-01AMY DOSIK AMY DOSIK2014-10-07
0032012-01-01DIANA CHAMP DAVIS DIANA CHAMP DAVIS2013-10-15
0032011-01-01JUDITH H. DROBINSKI MARILYN W. MIDYETTE2012-10-15
0032009-01-01JUDITH H. DROBINSKI2010-10-15 MARILYN W. MIDYETTE2010-10-15

Plan Statistics for 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER ATLANTA, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER ATLANTA, INC.

Measure Date Value
2022: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER ATLANTA, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-01183
Total number of active participants reported on line 7a of the Form 55002022-01-01183
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0115
Total of all active and inactive participants2022-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01199
Number of participants with account balances2022-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER ATLANTA, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-01327
Total number of active participants reported on line 7a of the Form 55002021-01-01171
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0122
Total of all active and inactive participants2021-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01193
Number of participants with account balances2021-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER ATLANTA, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-01185
Total number of active participants reported on line 7a of the Form 55002020-01-01319
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-017
Total of all active and inactive participants2020-01-01327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01327
Number of participants with account balances2020-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER ATLANTA, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01250
Total number of active participants reported on line 7a of the Form 55002019-01-01172
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0113
Total of all active and inactive participants2019-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01185
Number of participants with account balances2019-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER ATLANTA, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01230
Total number of active participants reported on line 7a of the Form 55002018-01-01244
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-016
Total of all active and inactive participants2018-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01250
Number of participants with account balances2018-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER ATLANTA, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-01163
Total number of active participants reported on line 7a of the Form 55002017-01-01222
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-018
Total of all active and inactive participants2017-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01230
Number of participants with account balances2017-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER ATLANTA, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01154
Total number of active participants reported on line 7a of the Form 55002016-01-0185
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0177
Total of all active and inactive participants2016-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01163
Number of participants with account balances2016-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0115
2015: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER ATLANTA, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01153
Total number of active participants reported on line 7a of the Form 55002015-01-0186
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0167
Total of all active and inactive participants2015-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01154
Number of participants with account balances2015-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER ATLANTA, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01134
Total number of active participants reported on line 7a of the Form 55002014-01-0184
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0167
Total of all active and inactive participants2014-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01153
Number of participants with account balances2014-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER ATLANTA, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01139
Total number of active participants reported on line 7a of the Form 55002013-01-0183
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0150
Total of all active and inactive participants2013-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01134
Number of participants with account balances2013-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER ATLANTA, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01115
Total number of active participants reported on line 7a of the Form 55002012-01-0188
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0151
Total of all active and inactive participants2012-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01139
Number of participants with account balances2012-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER ATLANTA, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01108
Total number of active participants reported on line 7a of the Form 55002011-01-01201
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0150
Total of all active and inactive participants2011-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01251
Number of participants with account balances2011-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER ATLANTA, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01123
Total number of active participants reported on line 7a of the Form 55002009-01-0161
Number of other retired or separated participants entitled to future benefits2009-01-0146
Total of all active and inactive participants2009-01-01107
Total participants2009-01-01107
Number of participants with account balances2009-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER ATLANTA, INC.

Measure Date Value
2022 : 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER ATLANTA, INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-424,517
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$372,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$346,147
Value of total corrective distributions2022-12-31$885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$438,828
Value of total assets at end of year2022-12-31$4,252,113
Value of total assets at beginning of year2022-12-31$5,049,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$25,646
Total interest from all sources2022-12-31$2,926
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$169,178
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$169,178
Administrative expenses professional fees incurred2022-12-31$842
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$337,064
Participant contributions at end of year2022-12-31$59,755
Participant contributions at beginning of year2022-12-31$61,261
Administrative expenses (other) incurred2022-12-31$204
Total non interest bearing cash at end of year2022-12-31$1,065
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-797,195
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,252,113
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,049,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$4,165
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,785,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,781,836
Interest on participant loans2022-12-31$2,649
Interest earned on other investments2022-12-31$277
Value of interest in master investment trust accounts at end of year2022-12-31$295,140
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$110,304
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$206,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-948,716
Net investment gain/loss from pooled separate accounts2022-12-31$-86,733
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$101,764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$346,147
Contract administrator fees2022-12-31$20,435
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31JONES & KOLB
Accountancy firm EIN2022-12-31581763570
2021 : 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER ATLANTA, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,122,864
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$605,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$578,465
Value of total corrective distributions2021-12-31$2,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$427,304
Value of total assets at end of year2021-12-31$5,049,308
Value of total assets at beginning of year2021-12-31$4,531,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$24,410
Total interest from all sources2021-12-31$1,813
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$168,660
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$168,660
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$324,756
Participant contributions at end of year2021-12-31$61,261
Participant contributions at beginning of year2021-12-31$39,757
Administrative expenses (other) incurred2021-12-31$393
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$517,571
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,049,308
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,531,737
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,781,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,277,762
Interest on participant loans2021-12-31$1,813
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$206,211
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$214,218
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$525,087
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$102,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$578,465
Contract administrator fees2021-12-31$24,017
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31JONES & KOLB
Accountancy firm EIN2021-12-31581763570
2020 : 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER ATLANTA, INC. 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$2,241
Total unrealized appreciation/depreciation of assets2020-12-31$2,241
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,071,120
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$562,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$541,409
Value of total corrective distributions2020-12-31$1,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$460,929
Value of total assets at end of year2020-12-31$4,531,737
Value of total assets at beginning of year2020-12-31$4,022,946
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$19,896
Total interest from all sources2020-12-31$486
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$110,045
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$110,045
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$318,202
Participant contributions at end of year2020-12-31$39,757
Participant contributions at beginning of year2020-12-31$44,741
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$27,950
Administrative expenses (other) incurred2020-12-31$394
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$508,791
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,531,737
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,022,946
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,277,762
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,744,387
Interest on participant loans2020-12-31$1,844
Interest earned on other investments2020-12-31$-1,358
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$214,218
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$233,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$433,085
Net investment gain/loss from pooled separate accounts2020-12-31$64,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$114,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$541,409
Contract administrator fees2020-12-31$19,502
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31JONES & KOLB
Accountancy firm EIN2020-12-31581763570
2019 : 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER ATLANTA, INC. 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$4,353
Total unrealized appreciation/depreciation of assets2019-12-31$4,353
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,096,571
Total loss/gain on sale of assets2019-12-31$114,735
Total of all expenses incurred2019-12-31$1,034,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,017,005
Value of total corrective distributions2019-12-31$107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$408,069
Value of total assets at end of year2019-12-31$4,022,946
Value of total assets at beginning of year2019-12-31$3,961,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$17,726
Total interest from all sources2019-12-31$2,181
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$112,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$112,681
Administrative expenses professional fees incurred2019-12-31$17,288
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$303,045
Participant contributions at end of year2019-12-31$44,741
Participant contributions at beginning of year2019-12-31$59,383
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,587
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$198,306
Administrative expenses (other) incurred2019-12-31$429
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$61,733
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,022,946
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,961,213
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$9
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,744,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,573,108
Interest on participant loans2019-12-31$2,181
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$233,818
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$328,722
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$351,371
Net investment gain/loss from pooled separate accounts2019-12-31$103,181
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$100,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$818,699
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$1,598,735
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,484,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31JONES & KOLB
Accountancy firm EIN2019-12-31581763570
2018 : 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER ATLANTA, INC. 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$3,684
Total unrealized appreciation/depreciation of assets2018-12-31$3,684
Total income from all sources (including contributions)2018-12-31$268,600
Total loss/gain on sale of assets2018-12-31$8,704
Total of all expenses incurred2018-12-31$653,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$633,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$459,340
Value of total assets at end of year2018-12-31$3,961,213
Value of total assets at beginning of year2018-12-31$4,346,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$20,058
Total interest from all sources2018-12-31$2,376
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$130,257
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$130,257
Administrative expenses professional fees incurred2018-12-31$19,561
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$346,451
Participant contributions at end of year2018-12-31$59,383
Participant contributions at beginning of year2018-12-31$49,643
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$6,870
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$234,933
Other income not declared elsewhere2018-12-31$19
Administrative expenses (other) incurred2018-12-31$497
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-385,318
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,961,213
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,346,531
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,573,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,838,702
Interest on participant loans2018-12-31$2,376
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$328,722
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$458,186
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-335,780
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$106,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$398,927
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$1,003,664
Aggregate carrying amount (costs) on sale of assets2018-12-31$994,960
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31JONES & KOLB
Accountancy firm EIN2018-12-31581763570
2017 : 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER ATLANTA, INC. 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,044,051
Total loss/gain on sale of assets2017-12-31$-2,929
Total of all expenses incurred2017-12-31$1,085,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,081,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$468,986
Value of total assets at end of year2017-12-31$4,346,531
Value of total assets at beginning of year2017-12-31$4,388,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,018
Total interest from all sources2017-12-31$9,078
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$77,466
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$77,466
Administrative expenses professional fees incurred2017-12-31$4,018
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$303,770
Participant contributions at end of year2017-12-31$49,643
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$79,451
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-41,854
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,346,531
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,388,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,838,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,276,978
Interest on participant loans2017-12-31$812
Interest earned on other investments2017-12-31$8,266
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$458,186
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,111,407
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$123,288
Net investment gain/loss from pooled separate accounts2017-12-31$368,171
Net investment gain or loss from common/collective trusts2017-12-31$-9
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$85,765
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,081,887
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$3,919,159
Aggregate carrying amount (costs) on sale of assets2017-12-31$3,922,088
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31JONES & KOLB
Accountancy firm EIN2017-12-31581763570
2016 : 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER ATLANTA, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$916,827
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,340,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,339,701
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$545,389
Value of total assets at end of year2016-12-31$4,388,385
Value of total assets at beginning of year2016-12-31$4,812,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,091
Total interest from all sources2016-12-31$9,153
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$328,211
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$171,673
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$120,639
Other income not declared elsewhere2016-12-31$163
Administrative expenses (other) incurred2016-12-31$1,091
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-423,965
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,388,385
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,812,350
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,276,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,835,360
Interest on participant loans2016-12-31$0
Interest earned on other investments2016-12-31$9,153
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,111,407
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$805,317
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$362,122
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$96,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,339,701
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31JONES & KOLB
Accountancy firm EIN2016-12-31581763570
2015 : 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER ATLANTA, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$770,008
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$398,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$398,063
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$787,801
Value of total assets at end of year2015-12-31$4,812,350
Value of total assets at beginning of year2015-12-31$4,441,268
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$863
Total interest from all sources2015-12-31$10,285
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$351,600
Participant contributions at end of year2015-12-31$171,673
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$330,369
Other income not declared elsewhere2015-12-31$122
Administrative expenses (other) incurred2015-12-31$863
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$371,082
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,812,350
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,441,268
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,835,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,370,071
Interest on participant loans2015-12-31$0
Interest earned on other investments2015-12-31$10,285
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$805,317
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,071,197
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-28,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$105,832
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$398,063
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31JONES & KOLB
Accountancy firm EIN2015-12-31581763570
2014 : 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER ATLANTA, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$808,485
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$864,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$864,274
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$556,711
Value of total assets at end of year2014-12-31$4,455,761
Value of total assets at beginning of year2014-12-31$4,511,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$350
Total interest from all sources2014-12-31$9,809
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$301,234
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Participant contributions at end of year2014-12-31$11,220
Participant contributions at beginning of year2014-12-31$10,783
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$178,077
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-56,139
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,455,761
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,511,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,370,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,531,877
Interest on participant loans2014-12-31$0
Interest earned on other investments2014-12-31$9,809
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,071,197
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$966,093
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$241,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$77,400
Employer contributions (assets) at end of year2014-12-31$3,273
Employer contributions (assets) at beginning of year2014-12-31$3,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$864,274
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31JONES & KOLB
Accountancy firm EIN2014-12-31581763570
2013 : 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER ATLANTA, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,419
Total income from all sources (including contributions)2013-12-31$1,114,601
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$221,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$221,425
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$397,439
Value of total assets at end of year2013-12-31$4,511,900
Value of total assets at beginning of year2013-12-31$3,620,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$351
Total interest from all sources2013-12-31$9,767
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$279,870
Participant contributions at end of year2013-12-31$10,783
Participant contributions at beginning of year2013-12-31$8,113
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$38,315
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$1,419
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$351
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$892,825
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,511,900
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,619,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,531,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,779,761
Interest on participant loans2013-12-31$0
Interest earned on other investments2013-12-31$9,767
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$966,093
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$829,933
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$707,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$79,254
Employer contributions (assets) at end of year2013-12-31$3,147
Employer contributions (assets) at beginning of year2013-12-31$2,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$221,425
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31JONES AND KOLB
Accountancy firm EIN2013-12-31581763570
2012 : 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER ATLANTA, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,419
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$671,708
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$269,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$257,602
Expenses. Certain deemed distributions of participant loans2012-12-31$1,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$340,898
Value of total assets at end of year2012-12-31$3,620,494
Value of total assets at beginning of year2012-12-31$3,217,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,749
Total interest from all sources2012-12-31$13,121
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$375,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$222,661
Participant contributions at end of year2012-12-31$8,113
Participant contributions at beginning of year2012-12-31$7,907
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$45,879
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$1,419
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$10,749
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$401,938
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,619,075
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,217,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,779,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,439,220
Interest on participant loans2012-12-31$0
Interest earned on other investments2012-12-31$13,121
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$829,933
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$767,867
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$317,689
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$72,358
Employer contributions (assets) at end of year2012-12-31$2,687
Employer contributions (assets) at beginning of year2012-12-31$2,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$257,602
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31JONES AND KOLB
Accountancy firm EIN2012-12-31581763570
2011 : 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER ATLANTA, INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$298,263
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$357,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$354,039
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$315,063
Value of total assets at end of year2011-12-31$3,217,137
Value of total assets at beginning of year2011-12-31$3,276,588
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,675
Total interest from all sources2011-12-31$15,730
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$375,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$207,114
Participant contributions at end of year2011-12-31$7,907
Participant contributions at beginning of year2011-12-31$6,588
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$52,563
Administrative expenses (other) incurred2011-12-31$3,675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-59,451
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,217,137
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,276,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,439,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,423,467
Interest on participant loans2011-12-31$0
Interest earned on other investments2011-12-31$15,730
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$767,867
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$844,343
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-32,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$55,386
Employer contributions (assets) at end of year2011-12-31$2,143
Employer contributions (assets) at beginning of year2011-12-31$2,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$354,039
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31JONES AND KOLB
Accountancy firm EIN2011-12-31581763570
2010 : 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER ATLANTA, INC. 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$665,195
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,079,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,074,596
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$290,707
Value of total assets at end of year2010-12-31$3,276,588
Value of total assets at beginning of year2010-12-31$3,691,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,095
Total interest from all sources2010-12-31$30,727
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$375,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$199,682
Participant contributions at end of year2010-12-31$6,588
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$24,187
Other income not declared elsewhere2010-12-31$1,651
Administrative expenses (other) incurred2010-12-31$5,095
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-414,496
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,276,588
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,691,084
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,423,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,268,926
Interest on participant loans2010-12-31$0
Interest earned on other investments2010-12-31$30,727
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$844,343
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,422,158
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$342,110
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$66,838
Employer contributions (assets) at end of year2010-12-31$2,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,074,596
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31JONES AND KOLB
Accountancy firm EIN2010-12-31581763570
2009 : 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER ATLANTA, INC. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER ATLANTA, INC.

2022: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER ATLANTA, INC. 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER ATLANTA, INC. 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER ATLANTA, 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
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER ATLANTA, INC. 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER ATLANTA, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER ATLANTA, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER ATLANTA, INC. 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 – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER ATLANTA, INC. 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 – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER ATLANTA, INC. 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 – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER ATLANTA, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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 – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER ATLANTA, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER ATLANTA, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: 403(B) THRIFT PLAN OF GIRL SCOUTS OF GREATER ATLANTA, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number069329G
Policy instance 1
Insurance contract or identification number069329G
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number069329G
Policy instance 1
Insurance contract or identification number069329G
Number of Individuals Covered46
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number069329G
Policy instance 1
Insurance contract or identification number069329G
Number of Individuals Covered53
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number069329G
Policy instance 1
Insurance contract or identification number069329G
Number of Individuals Covered53
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number069329G
Policy instance 1
Insurance contract or identification number069329G
Number of Individuals Covered70
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Insurance broker organization code?3
Insurance broker nameATLANTA REGIONAL OFFICE

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