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403(B) THRIFT PLAN OF THE CHILDREN'S HOME, CHAMBLISS SHELTER 401k Plan overview

Plan Name403(B) THRIFT PLAN OF THE CHILDREN'S HOME, CHAMBLISS SHELTER
Plan identification number 002

403(B) THRIFT PLAN OF THE CHILDREN'S HOME, CHAMBLISS SHELTER 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.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

THE CHILDREN'S HOME, CHAMBLISS SHELTER has sponsored the creation of one or more 401k plans.

Company Name:THE CHILDREN'S HOME, CHAMBLISS SHELTER
Employer identification number (EIN):620505514
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF THE CHILDREN'S HOME, CHAMBLISS SHELTER

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01KATIE C. HARBISON2024-10-03
0022022-01-01JULIE MOON OSHIELDS2023-07-05
0022021-01-01JULIE MOON2022-07-11
0022020-01-01JULIE MOON2021-07-12
0022019-01-01JULIE MOON2020-07-14
0022018-01-01JULIE MOON2020-12-09
0022017-01-01JULIE MOON OSHIELDS2018-07-19 JULIE MOON OSHIELDS2018-07-19
0022016-01-01PHIL ACORD2017-07-24
0022015-01-01PHIL ACORD2016-07-11
0022014-01-01PHIL ACORD2015-07-10
0022013-01-01PHIL ACORD2014-09-25
0022012-01-01PHILIP ACORD2013-10-15
0022011-01-01PHILIP A. ACORD2012-10-09
0022010-01-01PHILIP A. ACORD2011-10-17

Plan Statistics for 403(B) THRIFT PLAN OF THE CHILDREN'S HOME, CHAMBLISS SHELTER

401k plan membership statisitcs for 403(B) THRIFT PLAN OF THE CHILDREN'S HOME, CHAMBLISS SHELTER

Measure Date Value
2025: 403(B) THRIFT PLAN OF THE CHILDREN'S HOME, CHAMBLISS SHELTER 2025 401k membership
Total number of particpants at beginning of year2025-05-12118
Total number of particpants at end of year2025-05-12109
Number of Participants With Account Balances2025-05-12107
2024: 403(B) THRIFT PLAN OF THE CHILDREN'S HOME, CHAMBLISS SHELTER 2024 401k membership
Total number of particpants at beginning of year2024-10-0386
Total number of particpants at end of year2024-10-03114
Number of Participants With Account Balances2024-10-0376
2022: 403(B) THRIFT PLAN OF THE CHILDREN'S HOME, CHAMBLISS SHELTER 2022 401k membership
Total number of particpants at beginning of year2022-07-1186
Total number of particpants at end of year2022-07-1182
Number of Participants With Account Balances2022-07-1181

Financial Data on 403(B) THRIFT PLAN OF THE CHILDREN'S HOME, CHAMBLISS SHELTER

Measure Date Value
2025 : 403(B) THRIFT PLAN OF THE CHILDREN'S HOME, CHAMBLISS SHELTER 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-05-120
Total expenses incurred by plan in this plan year2025-05-12134975
Net assets as of the end of the plan year2025-05-122349282
Total assets as of the beginning of the plan year2025-05-121985877
Value of plan covered by a fidelity bond2025-05-12150000
Participant contributions to plan in this plan year2025-05-1265995
Value of participant loans at end of plan year2025-05-1254975
Other income to plan in this plan year2025-05-12257156
Plan net income in this plan year2025-05-12363405
Net assets as of the end of the plan year2025-05-122349282
Net assets as of the beginning of the plan year2025-05-121985877
Employer contributions to plan in this plan year2025-05-12175229
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-1211022
2024 : 403(B) THRIFT PLAN OF THE CHILDREN'S HOME, CHAMBLISS SHELTER 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-10-030
Total expenses incurred by plan in this plan year2024-10-030
Net assets as of the end of the plan year2024-10-031985877
Total assets as of the beginning of the plan year2024-10-032271130
Value of plan covered by a fidelity bond2024-10-03150000
Participant contributions to plan in this plan year2024-10-033592
Value of participant loans at end of plan year2024-10-0350023
Other income to plan in this plan year2024-10-03-298006
Plan net income in this plan year2024-10-03-285253
Net assets as of the end of the plan year2024-10-031985877
Net assets as of the beginning of the plan year2024-10-032271130
Employer contributions to plan in this plan year2024-10-039161
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-030
2022 : 403(B) THRIFT PLAN OF THE CHILDREN'S HOME, CHAMBLISS SHELTER 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-110
Total liabilities as of the end of the plan year2022-07-110
Total liabilities as of the beginning of the plan year2022-07-110
Total expenses incurred by plan in this plan year2022-07-11179727
Net assets as of the end of the plan year2022-07-112603387
Total assets as of the beginning of the plan year2022-07-112258813
Value of plan covered by a fidelity bond2022-07-11150000
Participant contributions to plan in this plan year2022-07-1158432
Value of participant loans at end of plan year2022-07-1125704
Other expenses paid from plan in this plan year2022-07-11810
Other contributions to plan in this plan year2022-07-111116
Other income to plan in this plan year2022-07-11322240
Plan net income in this plan year2022-07-11344574
Net assets as of the end of the plan year2022-07-112603387
Net assets as of the beginning of the plan year2022-07-112258813
Employer contributions to plan in this plan year2022-07-11142513
Fees paid to broker by Benefit Provider2022-07-11181

Potentially related plans

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