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| Plan Name | 403(B) THRIFT PLAN FOR EMPLOYEES OF ALLIANCE FOR INDEPENDENCE |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | ALLIANCE FOR INDEPENDENCE |
| Employer identification number (EIN): | 590812958 |
| NAIC Classification: | 624100 |
| NAIC Description: | Individual and Family Services |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ||||
| 001 | 2022-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | FRANCES ALLEN | 2018-04-09 | KATIE DAUGHTREY | 2018-04-09 |
| 001 | 2016-01-01 | SHAWNA BUTLER | 2017-05-02 | SHAWNA BUTLER | 2017-05-02 |
| 001 | 2015-01-01 | FRANCES ALLEN | 2016-04-11 | FRANCES ALLEN | 2016-04-11 |
| 001 | 2014-01-01 | FRANCES ALLEN | 2015-05-06 | FRANCES ALLEN | 2015-04-28 |
| 001 | 2013-01-01 | FRANCES ALLEN | 2014-05-23 | FRANCES ALLEN | 2014-05-23 |
| 001 | 2012-01-01 | SHIRLEY BALOGH | 2013-06-27 | SHIRLEY BALOGH | 2013-06-27 |
| 001 | 2011-01-01 | SHIRLEY BALOGH | 2012-07-02 | SHIRLEY BALOGH | 2012-07-02 |
| 001 | 2010-01-01 | JEAN ALLEN | 2011-07-13 | JEAN ALLEN | 2011-07-18 |
| Measure | Date | Value |
|---|---|---|
| 2024 : 403(B) THRIFT PLAN FOR EMPLOYEES OF ALLIANCE FOR INDEPENDENCE 2024 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2024-07-31 | 28 |
| Total expenses incurred by plan in this plan year | 2024-07-31 | 1532 |
| Net assets as of the end of the plan year | 2024-07-31 | 247086 |
| Total assets as of the beginning of the plan year | 2024-07-31 | 169142 |
| Value of plan covered by a fidelity bond | 2024-07-31 | 100000 |
| Participant contributions to plan in this plan year | 2024-07-31 | 35674 |
| Value of participant loans at end of plan year | 2024-07-31 | 22 |
| Other expenses paid from plan in this plan year | 2024-07-31 | 0 |
| Other contributions to plan in this plan year | 2024-07-31 | 0 |
| Other income to plan in this plan year | 2024-07-31 | 33653 |
| Plan net income in this plan year | 2024-07-31 | 77972 |
| Net assets as of the end of the plan year | 2024-07-31 | 247086 |
| Net assets as of the beginning of the plan year | 2024-07-31 | 169114 |
| Employer contributions to plan in this plan year | 2024-07-31 | 10177 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-31 | 1532 |
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