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403(B) THRIFT PLAN OF THE SPEECH AND HEARING CENTER 401k Plan overview

Plan Name403(B) THRIFT PLAN OF THE SPEECH AND HEARING CENTER
Plan identification number 003

403(B) THRIFT PLAN OF THE SPEECH AND HEARING CENTER 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 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 SPEECH AND HEARING CENTER has sponsored the creation of one or more 401k plans.

Company Name:THE SPEECH AND HEARING CENTER
Employer identification number (EIN):620526644
NAIC Classification:621340
NAIC Description:Offices of Physical, Occupational and Speech Therapists, and Audiologists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF THE SPEECH AND HEARING CENTER

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01TAYLOR BOSTWICK2022-07-15
0032020-01-01TAYLOR BOSTWICK2021-07-07
0032019-01-01ERICA NEWMAN2020-07-07
0032018-01-01ERICA NEWMAN2019-05-09
0032017-01-01ERICA G NEWMAN2018-07-25 ERICA G NEWMAN2018-07-25
0032016-01-01AVA MOORE2017-07-25
0032015-01-01AVA MOORE2016-04-05
0032014-01-01AVA MOORE2015-04-10
0032013-01-01AVA MOORE2014-07-22
0032012-01-01AVA MOORE2013-08-13
0032011-01-01RUBY PIERCE2012-06-28 RUBY PIERCE2012-06-28
0032010-01-01RUBY PIERCE2011-07-26 RUBY PIERCE2011-07-26

Financial Data on 403(B) THRIFT PLAN OF THE SPEECH AND HEARING CENTER

Measure Date Value
2025 : 403(B) THRIFT PLAN OF THE SPEECH AND HEARING CENTER 2025 401k financial data
Total liabilities as of the end of the plan year2025-10-130
Total liabilities as of the beginning of the plan year2025-10-130
Total expenses incurred by plan in this plan year2025-10-132294789
Net assets as of the end of the plan year2025-10-13121060
Total assets as of the beginning of the plan year2025-10-132206895
Value of plan covered by a fidelity bond2025-10-13250000
Participant contributions to plan in this plan year2025-10-1311660
Value of participant loans at end of plan year2025-10-1334807
Other income to plan in this plan year2025-10-13192918
Plan net income in this plan year2025-10-13-2085835
Net assets as of the end of the plan year2025-10-13121060
Net assets as of the beginning of the plan year2025-10-132206895
Employer contributions to plan in this plan year2025-10-134376
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1311009
2024 : 403(B) THRIFT PLAN OF THE SPEECH AND HEARING CENTER 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-110
Total liabilities as of the end of the plan year2024-10-110
Total liabilities as of the beginning of the plan year2024-10-110
Total expenses incurred by plan in this plan year2024-10-11170494
Net assets as of the end of the plan year2024-10-112206895
Total assets as of the beginning of the plan year2024-10-112121916
Value of plan covered by a fidelity bond2024-10-11250000
Participant contributions to plan in this plan year2024-10-1118037
Value of participant loans at end of plan year2024-10-1138443
Other expenses paid from plan in this plan year2024-10-110
Other contributions to plan in this plan year2024-10-110
Other income to plan in this plan year2024-10-11230989
Plan net income in this plan year2024-10-1184979
Net assets as of the end of the plan year2024-10-112206895
Net assets as of the beginning of the plan year2024-10-112121916
Employer contributions to plan in this plan year2024-10-116447
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-116350
2022 : 403(B) THRIFT PLAN OF THE SPEECH AND HEARING CENTER 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-150
Total liabilities as of the end of the plan year2022-07-150
Total liabilities as of the beginning of the plan year2022-07-150
Total expenses incurred by plan in this plan year2022-07-15343294
Net assets as of the end of the plan year2022-07-152449630
Total assets as of the beginning of the plan year2022-07-152447414
Value of plan covered by a fidelity bond2022-07-15250000
Participant contributions to plan in this plan year2022-07-1527888
Value of participant loans at end of plan year2022-07-1553856
Other expenses paid from plan in this plan year2022-07-1593
Other contributions to plan in this plan year2022-07-1568122
Other income to plan in this plan year2022-07-15241488
Plan net income in this plan year2022-07-152216
Net assets as of the end of the plan year2022-07-152449630
Net assets as of the beginning of the plan year2022-07-152447414
Employer contributions to plan in this plan year2022-07-158012
Fees paid to broker by Benefit Provider2022-07-1553

Potentially related plans

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