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MAKE-A-WISH FOUNDATION OF ALABAMA, INC. 401(K) PLAN 401k Plan overview

Plan NameMAKE-A-WISH FOUNDATION OF ALABAMA, INC. 401(K) PLAN
Plan identification number 001

MAKE-A-WISH FOUNDATION OF ALABAMA, INC. 401(K) PLAN 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.
  • 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

MAKE-A-WISH FOUNDATION OF ALABAMA, INC. has sponsored the creation of one or more 401k plans.

Company Name:MAKE-A-WISH FOUNDATION OF ALABAMA, INC.
Employer identification number (EIN):630943675
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MAKE-A-WISH FOUNDATION OF ALABAMA, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01TRACY SMITH2022-10-17
0012020-01-01TRACY SMITH2021-07-21
0012019-01-01TRACY SMITH2020-10-05
0012018-01-01TRACY SMITH2019-07-24
0012017-01-01DEBORAH THOMPSON2018-07-30
0012016-01-01OWEN BLOMELEY2017-07-05
0012015-01-01PAM JONES2016-10-17
0012014-01-01PAM JONES2015-06-29
0012013-07-01PAM JONES2014-10-10

Plan Statistics for MAKE-A-WISH FOUNDATION OF ALABAMA, INC. 401(K) PLAN

401k plan membership statisitcs for MAKE-A-WISH FOUNDATION OF ALABAMA, INC. 401(K) PLAN

Measure Date Value
2025: MAKE-A-WISH FOUNDATION OF ALABAMA, INC. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-2618
Total number of particpants at end of year2025-06-2620
Number of Participants With Account Balances2025-06-2620
2024: MAKE-A-WISH FOUNDATION OF ALABAMA, INC. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-3016
Total number of particpants at end of year2024-07-3018
Number of Participants With Account Balances2024-07-3011

Financial Data on MAKE-A-WISH FOUNDATION OF ALABAMA, INC. 401(K) PLAN

Measure Date Value
2025 : MAKE-A-WISH FOUNDATION OF ALABAMA, INC. 401(K) PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-06-260
Total liabilities as of the beginning of the plan year2025-06-260
Total expenses incurred by plan in this plan year2025-06-2611270
Net assets as of the end of the plan year2025-06-26384371
Total assets as of the beginning of the plan year2025-06-26253174
Value of plan covered by a fidelity bond2025-06-26100000
Participant contributions to plan in this plan year2025-06-2661183
Other expenses paid from plan in this plan year2025-06-265262
Other contributions to plan in this plan year2025-06-266702
Other income to plan in this plan year2025-06-2635775
Plan net income in this plan year2025-06-26131197
Net assets as of the end of the plan year2025-06-26384371
Net assets as of the beginning of the plan year2025-06-26253174
Employer contributions to plan in this plan year2025-06-2638807
Fees paid to broker by Benefit Provider2025-06-262272
2024 : MAKE-A-WISH FOUNDATION OF ALABAMA, INC. 401(K) PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-07-300
Total liabilities as of the beginning of the plan year2024-07-300
Total expenses incurred by plan in this plan year2024-07-3015698
Net assets as of the end of the plan year2024-07-30253174
Total assets as of the beginning of the plan year2024-07-30164063
Value of plan covered by a fidelity bond2024-07-30100000
Participant contributions to plan in this plan year2024-07-3035982
Other contributions to plan in this plan year2024-07-3020308
Other income to plan in this plan year2024-07-3021754
Plan net income in this plan year2024-07-3089111
Net assets as of the end of the plan year2024-07-30253174
Net assets as of the beginning of the plan year2024-07-30164063
Employer contributions to plan in this plan year2024-07-3026765
Fees paid to broker by Benefit Provider2024-07-30481
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-30405

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