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403(B) THRIFT PLAN OF SAFETY SHELTER OF ST. JOHNS COUNTY, INC. D/B/A BE 401k Plan overview

Plan Name403(B) THRIFT PLAN OF SAFETY SHELTER OF ST. JOHNS COUNTY, INC. D/B/A BE
Plan identification number 001

403(B) THRIFT PLAN OF SAFETY SHELTER OF ST. JOHNS COUNTY, INC. D/B/A BE 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 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.
  • 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

SAFETY SHELTER OF ST. JOHNS COUNTY, INC. D/B/A BETTY GRIFFIN HOUSE has sponsored the creation of one or more 401k plans.

Company Name:SAFETY SHELTER OF ST. JOHNS COUNTY, INC. D/B/A BETTY GRIFFIN HOUSE
Employer identification number (EIN):593028497
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF SAFETY SHELTER OF ST. JOHNS COUNTY, INC. D/B/A BE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01PHYLLIS MORLEY2024-01-29
0012021-07-01PHYLLIS MORLEY2023-02-14
0012020-07-01BEVERLY SMITH2022-01-27
0012019-07-01BEVERLY SMITH2021-04-14
0012018-07-01BEVERLY SMITH2020-01-30
0012018-07-01BEVERLY SMITH2021-04-14
0012017-07-01BEVERLY SMITH2019-04-15
0012016-07-01BEVERLY S. SMITH2018-01-25
0012015-07-01BEVERLY S. SMITH2017-01-30
0012014-07-01BEVERLY SMITH2015-12-09
0012013-07-01ALLENE MIDDLETON2014-11-20
0012012-07-01ALLENE MIDDLETON2014-01-30

Financial Data on 403(B) THRIFT PLAN OF SAFETY SHELTER OF ST. JOHNS COUNTY, INC. D/B/A BE

Measure Date Value
2025 : 403(B) THRIFT PLAN OF SAFETY SHELTER OF ST. JOHNS COUNTY, INC. D/B/A BE 2025 401k financial data
Total transfers to/from plan in this plan year2025-02-110
Total liabilities as of the end of the plan year2025-02-110
Total liabilities as of the beginning of the plan year2025-02-110
Total expenses incurred by plan in this plan year2025-02-1166102
Net assets as of the end of the plan year2025-02-11499119
Total assets as of the beginning of the plan year2025-02-11470031
Value of plan covered by a fidelity bond2025-02-1175000
Participant contributions to plan in this plan year2025-02-1151059
Other expenses paid from plan in this plan year2025-02-110
Other contributions to plan in this plan year2025-02-110
Other income to plan in this plan year2025-02-1144131
Plan net income in this plan year2025-02-1129088
Net assets as of the end of the plan year2025-02-11499119
Net assets as of the beginning of the plan year2025-02-11470031
Employer contributions to plan in this plan year2025-02-110
Fees paid to broker by Benefit Provider2025-02-11190
Expensese paid to adminstrative service provicers from plan in this plan year2025-02-11190

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