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403(B) THRIFT PLAN OF TRAVELERS AID OF METROPOLITAN ATLANTA, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF TRAVELERS AID OF METROPOLITAN ATLANTA, INC.
Plan identification number 001

403(B) THRIFT PLAN OF TRAVELERS AID OF METROPOLITAN 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

TRAVELERS AID OF METROPOLITAN ATLANTA, INC. has sponsored the creation of one or more 401k plans.

Company Name:TRAVELERS AID OF METROPOLITAN ATLANTA, INC.
Employer identification number (EIN):580566247
NAIC Classification:812990
NAIC Description:All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF TRAVELERS AID OF METROPOLITAN ATLANTA, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01PAULA SCOTMAN2023-10-02
0012021-01-01BECKY KNIGHTON2022-09-26
0012020-01-01NICOLE MORGAN2021-10-12
0012019-01-01BARBARA BOND-GENTRY2020-10-12

Financial Data on 403(B) THRIFT PLAN OF TRAVELERS AID OF METROPOLITAN ATLANTA, INC.

Measure Date Value
2025 : 403(B) THRIFT PLAN OF TRAVELERS AID OF METROPOLITAN ATLANTA, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-080
Total liabilities as of the end of the plan year2025-07-080
Total liabilities as of the beginning of the plan year2025-07-080
Total expenses incurred by plan in this plan year2025-07-08118067
Net assets as of the end of the plan year2025-07-081085687
Total assets as of the beginning of the plan year2025-07-08809121
Value of plan covered by a fidelity bond2025-07-08500000
Participant contributions to plan in this plan year2025-07-08153566
Value of participant loans at end of plan year2025-07-0860042
Other expenses paid from plan in this plan year2025-07-080
Other contributions to plan in this plan year2025-07-0883553
Other income to plan in this plan year2025-07-08100616
Plan net income in this plan year2025-07-08276566
Net assets as of the end of the plan year2025-07-081085687
Net assets as of the beginning of the plan year2025-07-08809121
Employer contributions to plan in this plan year2025-07-0856898
Fees paid to broker by Benefit Provider2025-07-08921
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-081202
2022 : 403(B) THRIFT PLAN OF TRAVELERS AID OF METROPOLITAN ATLANTA, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-260
Total liabilities as of the end of the plan year2022-09-260
Total liabilities as of the beginning of the plan year2022-09-260
Total expenses incurred by plan in this plan year2022-09-2638153
Net assets as of the end of the plan year2022-09-26854558
Total assets as of the beginning of the plan year2022-09-26502480
Value of plan covered by a fidelity bond2022-09-26500000
Participant contributions to plan in this plan year2022-09-26136914
Other expenses paid from plan in this plan year2022-09-26605
Other contributions to plan in this plan year2022-09-26101867
Other income to plan in this plan year2022-09-26102094
Plan net income in this plan year2022-09-26352078
Net assets as of the end of the plan year2022-09-26854558
Net assets as of the beginning of the plan year2022-09-26502480
Employer contributions to plan in this plan year2022-09-2649356
Fees paid to broker by Benefit Provider2022-09-26489

Potentially related plans

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