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403(B) THRIFT PLAN OF POSITIVE MATURITY, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF POSITIVE MATURITY, INC.
Plan identification number 003

403(B) THRIFT PLAN OF POSITIVE MATURITY, INC. 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements 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

POSITIVE MATURITY, INC. has sponsored the creation of one or more 401k plans.

Company Name:POSITIVE MATURITY, INC.
Employer identification number (EIN):630590338
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF POSITIVE MATURITY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-10-01MICHELE BLACKMON2024-04-10
0032021-10-01MICHELE BLACKMON2023-04-28
0032020-10-01MICHELE BLACKMON2022-03-16
0032019-10-01MICHELE BLACKMON2021-03-17
0032018-10-01MICHELE BLACKMON2020-02-06
0032017-10-01MICHELE BLACKMON2019-01-31
0032016-10-01MARIE FREEMAN2017-12-04 MARIE FREEMAN2017-12-04
0032015-10-01MARIE FREEMAN2016-12-13 PENNY KAKOLIRIS2016-12-13
0032014-10-01MARIE FREEMAN2017-05-11 PENNY KAKOLIRIS2017-05-11
0032013-10-01PENNY KAKOLIRIS2015-03-26
0032012-10-01LINDA B CENTERS, CFO2014-04-23 LINDA B CENTERS, CFO2014-04-23
0032011-10-01LINDA B CENTERS2013-04-04 LINDA B CENTERS2013-04-04
0032010-10-01LINDA CENTERS2012-05-24

Plan Statistics for 403(B) THRIFT PLAN OF POSITIVE MATURITY, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF POSITIVE MATURITY, INC.

Measure Date Value
2025: 403(B) THRIFT PLAN OF POSITIVE MATURITY, INC. 2025 401k membership
Total number of particpants at beginning of year2025-04-1031
Total number of particpants at end of year2025-04-1029
Number of Participants With Account Balances2025-04-1028
2023: 403(B) THRIFT PLAN OF POSITIVE MATURITY, INC. 2023 401k membership
Total number of particpants at beginning of year2023-04-2824
Total number of particpants at end of year2023-04-2828
Number of Participants With Account Balances2023-04-2828

Financial Data on 403(B) THRIFT PLAN OF POSITIVE MATURITY, INC.

Measure Date Value
2025 : 403(B) THRIFT PLAN OF POSITIVE MATURITY, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-100
Total liabilities as of the end of the plan year2025-04-100
Total liabilities as of the beginning of the plan year2025-04-100
Total expenses incurred by plan in this plan year2025-04-1013162
Net assets as of the end of the plan year2025-04-10613749
Total assets as of the beginning of the plan year2025-04-10448118
Value of plan covered by a fidelity bond2025-04-1075000
Participant contributions to plan in this plan year2025-04-1019530
Value of participant loans at end of plan year2025-04-1016752
Other expenses paid from plan in this plan year2025-04-100
Other contributions to plan in this plan year2025-04-1075232
Other income to plan in this plan year2025-04-1054644
Plan net income in this plan year2025-04-10165631
Net assets as of the end of the plan year2025-04-10613749
Net assets as of the beginning of the plan year2025-04-10448118
Employer contributions to plan in this plan year2025-04-1029387
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-10321
2023 : 403(B) THRIFT PLAN OF POSITIVE MATURITY, INC. 2023 401k financial data
Total transfers to/from plan in this plan year2023-04-280
Total liabilities as of the end of the plan year2023-04-280
Total liabilities as of the beginning of the plan year2023-04-280
Total expenses incurred by plan in this plan year2023-04-287586
Net assets as of the end of the plan year2023-04-28449373
Total assets as of the beginning of the plan year2023-04-28450327
Value of plan covered by a fidelity bond2023-04-2875000
Participant contributions to plan in this plan year2023-04-2818828
Other expenses paid from plan in this plan year2023-04-280
Other contributions to plan in this plan year2023-04-280
Other income to plan in this plan year2023-04-28-39703
Plan net income in this plan year2023-04-28-954
Net assets as of the end of the plan year2023-04-28449373
Net assets as of the beginning of the plan year2023-04-28450327
Employer contributions to plan in this plan year2023-04-2827507
Fees paid to broker by Benefit Provider2023-04-2849
Expensese paid to adminstrative service provicers from plan in this plan year2023-04-28222

Potentially related plans

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