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403(B) THRIFT PLAN OF SHELBY EMERGENCY ASSISTANCE, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF SHELBY EMERGENCY ASSISTANCE, INC.
Plan identification number 003

403(B) THRIFT PLAN OF SHELBY EMERGENCY ASSISTANCE, 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.

401k Sponsoring company profile

SHELBY EMERGENCY ASSISTANCE, INC. has sponsored the creation of one or more 401k plans.

Company Name:SHELBY EMERGENCY ASSISTANCE, INC.
Employer identification number (EIN):630816556
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF SHELBY EMERGENCY ASSISTANCE, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01A BROOKE MCKINLEY2024-09-26
0032022-01-01A BROOKE MCKINLEY2023-07-26
0032021-01-01AMANDA FOWLER2022-11-08
0032021-01-01AMANDA FOWLER2022-11-08
0032020-01-01AMANDA FOWLER2021-07-23
0032019-01-01KAREN PENDLETON2020-07-10
0032018-01-01KAREN PENDLETON2019-05-23
0032017-01-01KAREN PENDLETON2018-05-03 KAREN PENDLETON2018-05-03
0032016-01-01KAREN PENDLETON2017-04-06 KAREN PENDLETON2017-04-06
0032015-01-01KAREN PENDLETON2016-06-02
0032013-01-01KAREN PENDLETON2014-05-08 KAREN PENDLETON2014-05-08
0032012-01-01KAREN PENDLETON2013-05-30 KAREN PENDLETON2013-05-30
0032011-01-01KAREN PENDLETON2012-07-13 KAREN PENDLETON2012-07-13
0032010-01-01KAREN PENDLETON2011-07-19 KAREN PENDLETON2011-07-19

Plan Statistics for 403(B) THRIFT PLAN OF SHELBY EMERGENCY ASSISTANCE, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF SHELBY EMERGENCY ASSISTANCE, INC.

Measure Date Value
2025: 403(B) THRIFT PLAN OF SHELBY EMERGENCY ASSISTANCE, INC. 2025 401k membership
Total number of particpants at beginning of year2025-07-3011
Total number of particpants at end of year2025-07-3011
Number of Participants With Account Balances2025-07-3011
2024: 403(B) THRIFT PLAN OF SHELBY EMERGENCY ASSISTANCE, INC. 2024 401k membership
Total number of particpants at beginning of year2024-09-268
Total number of particpants at end of year2024-09-267
Number of Participants With Account Balances2024-09-267

Financial Data on 403(B) THRIFT PLAN OF SHELBY EMERGENCY ASSISTANCE, INC.

Measure Date Value
2025 : 403(B) THRIFT PLAN OF SHELBY EMERGENCY ASSISTANCE, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-300
Total liabilities as of the end of the plan year2025-07-300
Total liabilities as of the beginning of the plan year2025-07-300
Total expenses incurred by plan in this plan year2025-07-3082
Net assets as of the end of the plan year2025-07-3097821
Total assets as of the beginning of the plan year2025-07-3079604
Value of plan covered by a fidelity bond2025-07-301000000
Participant contributions to plan in this plan year2025-07-304272
Other expenses paid from plan in this plan year2025-07-300
Other contributions to plan in this plan year2025-07-300
Other income to plan in this plan year2025-07-303822
Plan net income in this plan year2025-07-3018217
Net assets as of the end of the plan year2025-07-3097821
Net assets as of the beginning of the plan year2025-07-3079604
Employer contributions to plan in this plan year2025-07-3010205
Fees paid to broker by Benefit Provider2025-07-309
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-3082
2024 : 403(B) THRIFT PLAN OF SHELBY EMERGENCY ASSISTANCE, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-260
Total liabilities as of the end of the plan year2024-09-260
Total liabilities as of the beginning of the plan year2024-09-260
Total expenses incurred by plan in this plan year2024-09-262593
Net assets as of the end of the plan year2024-09-2679604
Total assets as of the beginning of the plan year2024-09-2674977
Value of plan covered by a fidelity bond2024-09-261000000
Participant contributions to plan in this plan year2024-09-26100
Other expenses paid from plan in this plan year2024-09-260
Other contributions to plan in this plan year2024-09-260
Other income to plan in this plan year2024-09-262512
Plan net income in this plan year2024-09-264627
Net assets as of the end of the plan year2024-09-2679604
Net assets as of the beginning of the plan year2024-09-2674977
Employer contributions to plan in this plan year2024-09-264608
Fees paid to broker by Benefit Provider2024-09-2611
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-2648

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