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403(B) THRIFT PLAN OF SENIOR SERVICES NORTH FULTON, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF SENIOR SERVICES NORTH FULTON, INC.
Plan identification number 001

403(B) THRIFT PLAN OF SENIOR SERVICES NORTH FULTON, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SENIOR SERVICES NORTH FULTON, INC. has sponsored the creation of one or more 401k plans.

Company Name:SENIOR SERVICES NORTH FULTON, INC.
Employer identification number (EIN):581948370
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF SENIOR SERVICES NORTH FULTON, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JILL BAKER2024-05-06
0012022-01-01JILL BAKER2023-06-28
0012021-01-01JILL BAKER2022-06-15
0012020-01-01JILL BAKER2021-06-28
0012019-01-01JILL BAKER2020-04-27
0012018-01-01JILL BAKER2019-04-15 JILL BAKER2019-04-15
0012018-01-01JILL BAKER2022-06-15
0012017-01-01RONALD HARLOW2018-04-10 RONALD HARLOW2018-04-10
0012016-01-01RON HARLOW2017-05-03 RON HARLOW2017-05-03
0012015-01-01CARRIE BELLWARE2016-05-23 CARRIE BELLWARE2016-05-23
0012014-07-01CARRIE BELLWARE2015-04-13 CARRIE BELLWARE2015-04-13
0012013-07-01CARRIE BELLWARE2014-09-29 CARRIE BELLWARE2014-09-29
0012012-07-01CARRIE BELLWARE2013-09-25 CARRIE BELLWARE2013-09-25
0012011-07-01CARRIE BELLWARE2012-08-13 CARRIE BELLWARE2012-08-13
0012010-07-01CARRIE BELLWARE2011-10-03 CARRIE BELLWARE2011-10-03

Plan Statistics for 403(B) THRIFT PLAN OF SENIOR SERVICES NORTH FULTON, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF SENIOR SERVICES NORTH FULTON, INC.

Measure Date Value
2025: 403(B) THRIFT PLAN OF SENIOR SERVICES NORTH FULTON, INC. 2025 401k membership
Total number of particpants at beginning of year2025-02-2836
Total number of particpants at end of year2025-02-2838
Number of Participants With Account Balances2025-02-2837
2024: 403(B) THRIFT PLAN OF SENIOR SERVICES NORTH FULTON, INC. 2024 401k membership
Total number of particpants at beginning of year2024-05-0638
Total number of particpants at end of year2024-05-0636
Number of Participants With Account Balances2024-05-0635
2022: 403(B) THRIFT PLAN OF SENIOR SERVICES NORTH FULTON, INC. 2022 401k membership
Total number of particpants at beginning of year2022-06-1533
Total number of particpants at end of year2022-06-1534
Number of Participants With Account Balances2022-06-1534

Financial Data on 403(B) THRIFT PLAN OF SENIOR SERVICES NORTH FULTON, INC.

Measure Date Value
2025 : 403(B) THRIFT PLAN OF SENIOR SERVICES NORTH FULTON, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-02-280
Total liabilities as of the end of the plan year2025-02-280
Total liabilities as of the beginning of the plan year2025-02-280
Total expenses incurred by plan in this plan year2025-02-288193
Net assets as of the end of the plan year2025-02-281643890
Total assets as of the beginning of the plan year2025-02-281329298
Value of plan covered by a fidelity bond2025-02-28250000
Participant contributions to plan in this plan year2025-02-2890419
Other expenses paid from plan in this plan year2025-02-280
Other contributions to plan in this plan year2025-02-280
Other income to plan in this plan year2025-02-28204180
Plan net income in this plan year2025-02-28314592
Net assets as of the end of the plan year2025-02-281643890
Net assets as of the beginning of the plan year2025-02-281329298
Employer contributions to plan in this plan year2025-02-2828186
Fees paid to broker by Benefit Provider2025-02-2868
Expensese paid to adminstrative service provicers from plan in this plan year2025-02-2868
2024 : 403(B) THRIFT PLAN OF SENIOR SERVICES NORTH FULTON, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-060
Total liabilities as of the end of the plan year2024-05-060
Total liabilities as of the beginning of the plan year2024-05-060
Total expenses incurred by plan in this plan year2024-05-06159523
Net assets as of the end of the plan year2024-05-061329298
Total assets as of the beginning of the plan year2024-05-061176170
Value of plan covered by a fidelity bond2024-05-06250000
Participant contributions to plan in this plan year2024-05-0680087
Other expenses paid from plan in this plan year2024-05-060
Other contributions to plan in this plan year2024-05-060
Other income to plan in this plan year2024-05-06208700
Plan net income in this plan year2024-05-06153128
Net assets as of the end of the plan year2024-05-061329298
Net assets as of the beginning of the plan year2024-05-061176170
Employer contributions to plan in this plan year2024-05-0623864
Fees paid to broker by Benefit Provider2024-05-06174
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-0610
2022 : 403(B) THRIFT PLAN OF SENIOR SERVICES NORTH FULTON, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-150
Total liabilities as of the end of the plan year2022-06-150
Total liabilities as of the beginning of the plan year2022-06-150
Total expenses incurred by plan in this plan year2022-06-155107
Net assets as of the end of the plan year2022-06-151342532
Total assets as of the beginning of the plan year2022-06-151051421
Value of plan covered by a fidelity bond2022-06-15250000
Participant contributions to plan in this plan year2022-06-15109987
Other expenses paid from plan in this plan year2022-06-1533
Other contributions to plan in this plan year2022-06-150
Other income to plan in this plan year2022-06-15164597
Plan net income in this plan year2022-06-15291111
Net assets as of the end of the plan year2022-06-151342532
Net assets as of the beginning of the plan year2022-06-151051421
Employer contributions to plan in this plan year2022-06-1521634
Fees paid to broker by Benefit Provider2022-06-15371

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