MAKE-A-WISH FOUNDATION OF GEORGIA A ND ALABAMA, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 year | 2025-05-19 | 0 |
| Total liabilities as of the end of the plan year | 2025-05-19 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-05-19 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-19 | 174346 |
| Net assets as of the end of the plan year | 2025-05-19 | 2296964 |
| Total assets as of the beginning of the plan year | 2025-05-19 | 1879319 |
| Value of plan covered by a fidelity bond | 2025-05-19 | 200000 |
| Participant contributions to plan in this plan year | 2025-05-19 | 125862 |
| Value of participant loans at end of plan year | 2025-05-19 | 20850 |
| Other expenses paid from plan in this plan year | 2025-05-19 | 0 |
| Other contributions to plan in this plan year | 2025-05-19 | 14766 |
| Other income to plan in this plan year | 2025-05-19 | 397327 |
| Plan net income in this plan year | 2025-05-19 | 417645 |
| Net assets as of the end of the plan year | 2025-05-19 | 2296964 |
| Net assets as of the beginning of the plan year | 2025-05-19 | 1879319 |
| Employer contributions to plan in this plan year | 2025-05-19 | 54036 |
| Fees paid to broker by Benefit Provider | 2025-05-19 | 306 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-19 | 542 |
| 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 year | 2024-05-22 | 0 |
| Total liabilities as of the end of the plan year | 2024-05-22 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-22 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-22 | 158755 |
| Net assets as of the end of the plan year | 2024-05-22 | 1523616 |
| Total assets as of the beginning of the plan year | 2024-05-22 | 1835203 |
| Value of plan covered by a fidelity bond | 2024-05-22 | 150000 |
| Participant contributions to plan in this plan year | 2024-05-22 | 105527 |
| Other expenses paid from plan in this plan year | 2024-05-22 | 301 |
| Other contributions to plan in this plan year | 2024-05-22 | 3123 |
| Other income to plan in this plan year | 2024-05-22 | -296650 |
| Plan net income in this plan year | 2024-05-22 | -311587 |
| Net assets as of the end of the plan year | 2024-05-22 | 1523616 |
| Net assets as of the beginning of the plan year | 2024-05-22 | 1835203 |
| Employer contributions to plan in this plan year | 2024-05-22 | 35168 |
| Fees paid to broker by Benefit Provider | 2024-05-22 | 482 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-22 | 0 |
| 2011 : EMPLOYEE BENEFIT PLAN OF MAKE-A-WISH FOUNDATION OF GEORGIA AND ALABAMA, IN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-08-31 | $0 |
| Total plan liabilities at beginning of year | 2011-08-31 | $0 |
| Total income from all sources | 2011-08-31 | $27,703 |
| Expenses. Total of all expenses incurred | 2011-08-31 | $12,342 |
| Benefits paid (including direct rollovers) | 2011-08-31 | $1,940 |
| Total plan assets at end of year | 2011-08-31 | $132,115 |
| Total plan assets at beginning of year | 2011-08-31 | $116,754 |
| Value of fidelity bond covering the plan | 2011-08-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2011-08-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2011-08-31 | $10,402 |
| Contributions received from other sources (not participants or employers) | 2011-08-31 | $0 |
| Other income received | 2011-08-31 | $11,731 |
| Noncash contributions received | 2011-08-31 | $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 loans | 2011-08-31 | $0 |
| Value of corrective distributions | 2011-08-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-08-31 | $0 |
| 2009: EMPLOYEE BENEFIT PLAN OF MAKE-A-WISH FOUNDATION OF GEORGIA AND ALABAMA, IN 2009 form 5500 responses |
|---|
| 2009-09-01 | Type of plan entity | Single employer plan |
| 2009-09-01 | First time form 5500 has been submitted | Yes |
| 2009-09-01 | Submission has been amended | No |
| 2009-09-01 | This submission is the final filing | No |
| 2009-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-09-01 | Plan is a collectively bargained plan | No |
| 2009-09-01 | Plan funding arrangement – Insurance | Yes |
| 2009-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2008: EMPLOYEE BENEFIT PLAN OF MAKE-A-WISH FOUNDATION OF GEORGIA AND ALABAMA, IN 2008 form 5500 responses |
|---|
| 2008-09-01 | Type of plan entity | Single employer plan |
| 2008-09-01 | First time form 5500 has been submitted | Yes |
| 2008-09-01 | Submission has been amended | No |
| 2008-09-01 | This submission is the final filing | No |
| 2008-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-09-01 | Plan is a collectively bargained plan | No |
| 2008-09-01 | Plan funding arrangement – Insurance | Yes |
| 2008-09-01 | Plan benefit arrangement – Insurance | Yes |