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EMPLOYEE BENEFIT PLAN OF MAKE-A-WISH FOUNDATION OF GEORGIA AND ALABAMA, IN 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF MAKE-A-WISH FOUNDATION OF GEORGIA AND ALABAMA, IN
Plan identification number 002

EMPLOYEE BENEFIT PLAN OF MAKE-A-WISH FOUNDATION OF GEORGIA AND ALABAMA, IN 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.
  • 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

MAKE-A-WISH FOUNDATION OF GEORGIA A ND ALABAMA, INC. has sponsored the creation of one or more 401k plans.

Company Name:MAKE-A-WISH FOUNDATION OF GEORGIA A ND ALABAMA, INC.
Employer identification number (EIN):582146828
NAIC Classification:454110
NAIC Description:Electronic Shopping and Mail-Order Houses

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF MAKE-A-WISH FOUNDATION OF GEORGIA AND ALABAMA, IN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-09-01VERONICA SHEEHAN2024-03-27
0022021-09-01VERONICA SHEEHAN2024-05-22
0022020-09-01VERONICA SHEEHAN2022-04-21
0022019-09-01VERONICA SHEEHAN2021-01-21
0022018-09-01VERONICA SHEEHAN2020-08-07
0022017-09-01VERONICA SHEEHAN2020-09-03
0022016-09-01VERONICA SHEEHAN2018-06-15 VERONICA SHEEHAN2018-06-15
0022015-09-01PHILLIP ARRINGTON2016-12-28 PHILLIP ARRINGTON2016-12-28
0022014-09-01PHILLIP ARRINGTON2015-12-08 PHILLIP ARRINGTON2015-12-08
0022013-09-01PHILLIP ARRINGTON2015-04-01 PHILLIP ARRINGTON2015-04-01
0022012-09-01PHILLIP ARRINGTON2014-04-02 PHILLIP ARRINGTON2014-04-02
0022011-09-01PHILLIP ARRINGTON2013-03-27
0022009-09-01PHILLIP ARRINGTON
0022008-09-01PHILLIP ARRINGTON

Financial Data on EMPLOYEE BENEFIT PLAN OF MAKE-A-WISH FOUNDATION OF GEORGIA AND ALABAMA, IN

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF MAKE-A-WISH FOUNDATION OF GEORGIA AND ALABAMA, IN 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-190
Total liabilities as of the end of the plan year2025-05-190
Total liabilities as of the beginning of the plan year2025-05-190
Total expenses incurred by plan in this plan year2025-05-19174346
Net assets as of the end of the plan year2025-05-192296964
Total assets as of the beginning of the plan year2025-05-191879319
Value of plan covered by a fidelity bond2025-05-19200000
Participant contributions to plan in this plan year2025-05-19125862
Value of participant loans at end of plan year2025-05-1920850
Other expenses paid from plan in this plan year2025-05-190
Other contributions to plan in this plan year2025-05-1914766
Other income to plan in this plan year2025-05-19397327
Plan net income in this plan year2025-05-19417645
Net assets as of the end of the plan year2025-05-192296964
Net assets as of the beginning of the plan year2025-05-191879319
Employer contributions to plan in this plan year2025-05-1954036
Fees paid to broker by Benefit Provider2025-05-19306
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-19542
2024 : EMPLOYEE BENEFIT PLAN OF MAKE-A-WISH FOUNDATION OF GEORGIA AND ALABAMA, IN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-220
Total liabilities as of the end of the plan year2024-05-220
Total liabilities as of the beginning of the plan year2024-05-220
Total expenses incurred by plan in this plan year2024-05-22158755
Net assets as of the end of the plan year2024-05-221523616
Total assets as of the beginning of the plan year2024-05-221835203
Value of plan covered by a fidelity bond2024-05-22150000
Participant contributions to plan in this plan year2024-05-22105527
Other expenses paid from plan in this plan year2024-05-22301
Other contributions to plan in this plan year2024-05-223123
Other income to plan in this plan year2024-05-22-296650
Plan net income in this plan year2024-05-22-311587
Net assets as of the end of the plan year2024-05-221523616
Net assets as of the beginning of the plan year2024-05-221835203
Employer contributions to plan in this plan year2024-05-2235168
Fees paid to broker by Benefit Provider2024-05-22482
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-220
2011 : EMPLOYEE BENEFIT PLAN OF MAKE-A-WISH FOUNDATION OF GEORGIA AND ALABAMA, IN 2011 401k financial data
Total plan liabilities at end of year2011-08-31$0
Total plan liabilities at beginning of year2011-08-31$0
Total income from all sources2011-08-31$27,703
Expenses. Total of all expenses incurred2011-08-31$12,342
Benefits paid (including direct rollovers)2011-08-31$1,940
Total plan assets at end of year2011-08-31$132,115
Total plan assets at beginning of year2011-08-31$116,754
Value of fidelity bond covering the plan2011-08-31$1,000,000
Total contributions received or receivable from participants2011-08-31$0
Expenses. Other expenses not covered elsewhere2011-08-31$10,402
Contributions received from other sources (not participants or employers)2011-08-31$0
Other income received2011-08-31$11,731
Noncash contributions received2011-08-31$5,059
Net income (gross income less expenses)2011-08-31$15,361
Net plan assets at end of year (total assets less liabilities)2011-08-31$132,115
Net plan assets at beginning of year (total assets less liabilities)2011-08-31$116,754
Total contributions received or receivable from employer(s)2011-08-31$10,913
Value of certain deemed distributions of participant loans2011-08-31$0
Value of corrective distributions2011-08-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-08-31$0

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF MAKE-A-WISH FOUNDATION OF GEORGIA AND ALABAMA, IN

2009: EMPLOYEE BENEFIT PLAN OF MAKE-A-WISH FOUNDATION OF GEORGIA AND ALABAMA, IN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01First time form 5500 has been submittedYes
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan benefit arrangement – InsuranceYes
2008: EMPLOYEE BENEFIT PLAN OF MAKE-A-WISH FOUNDATION OF GEORGIA AND ALABAMA, IN 2008 form 5500 responses
2008-09-01Type of plan entitySingle employer plan
2008-09-01First time form 5500 has been submittedYes
2008-09-01Submission has been amendedNo
2008-09-01This submission is the final filingNo
2008-09-01This return/report is a short plan year return/report (less than 12 months)No
2008-09-01Plan is a collectively bargained planNo
2008-09-01Plan funding arrangement – InsuranceYes
2008-09-01Plan 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 number021-247-G-1A
Policy instance 1

Potentially related plans

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