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403(B) THRIFT PLAN OF SAFEHOUSE OF SHELBY COUNTY, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF SAFEHOUSE OF SHELBY COUNTY, INC.
Plan identification number 001

403(B) THRIFT PLAN OF SAFEHOUSE OF SHELBY COUNTY, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.

401k Sponsoring company profile

SAFEHOUSE OF SHELBY COUNTY, INC. has sponsored the creation of one or more 401k plans.

Company Name:SAFEHOUSE OF SHELBY COUNTY, INC.
Employer identification number (EIN):631007280
NAIC Classification:624200

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JAN MOSIER2024-07-23 JAN MOSIER2024-07-23
0012022-01-01JAN MOSIER2023-10-16
0012021-01-01JAN MOSIER2022-06-30
0012020-01-01JAN MOSIER2021-06-29
0012019-01-01JAN MOSIER2020-07-01 JAN MOSIER2020-07-01
0012018-01-01JAN MOSIER2019-07-29 JAN MOSIER2019-07-29
0012017-01-01JAN MOSIER2018-10-15 JAN MOSIER2018-10-15
0012016-01-01JAN MOSIER2018-06-28 JAN MOSIER2018-06-28
0012016-01-01JAN MOSIER2018-10-12 JAN MOSIER2018-10-12
0012015-01-01QUISA J NOBLES2016-07-25 QUISA J NOBLES2016-07-25
0012014-01-01QUISA J NOBLES2015-07-13
0012013-01-01QUISA NOBLES2014-06-23
0012012-01-01KATHLEEN WELLS2013-06-12
0012011-01-01PAT YANCY2012-06-18
0012010-01-01PAT YANCY2011-06-22 PAT YANCY2011-06-22

Plan Statistics for 403(B) THRIFT PLAN OF SAFEHOUSE OF SHELBY COUNTY, INC.

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

Measure Date Value
2025: 403(B) THRIFT PLAN OF SAFEHOUSE OF SHELBY COUNTY, INC. 2025 401k membership
Total number of particpants at beginning of year2025-07-3013
Total number of particpants at end of year2025-07-3012
Number of Participants With Account Balances2025-07-3012
2024: 403(B) THRIFT PLAN OF SAFEHOUSE OF SHELBY COUNTY, INC. 2024 401k membership
Total number of particpants at beginning of year2024-07-2314
Total number of particpants at end of year2024-07-2313
Number of Participants With Account Balances2024-07-2313
2022: 403(B) THRIFT PLAN OF SAFEHOUSE OF SHELBY COUNTY, INC. 2022 401k membership
Total number of particpants at beginning of year2022-06-3014
Total number of particpants at end of year2022-06-3017
Number of Participants With Account Balances2022-06-3014

Financial Data on 403(B) THRIFT PLAN OF SAFEHOUSE OF SHELBY COUNTY, INC.

Measure Date Value
2025 : 403(B) THRIFT PLAN OF SAFEHOUSE OF SHELBY COUNTY, INC. 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-3012805
Net assets as of the end of the plan year2025-07-30140040
Total assets as of the beginning of the plan year2025-07-30136196
Value of plan covered by a fidelity bond2025-07-30100000
Other income to plan in this plan year2025-07-3016649
Plan net income in this plan year2025-07-303844
Net assets as of the end of the plan year2025-07-30140040
Net assets as of the beginning of the plan year2025-07-30136196
Fees paid to broker by Benefit Provider2025-07-30456
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-30456
2024 : 403(B) THRIFT PLAN OF SAFEHOUSE OF SHELBY COUNTY, INC. 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-238924
Net assets as of the end of the plan year2024-07-23136196
Total assets as of the beginning of the plan year2024-07-23121853
Value of plan covered by a fidelity bond2024-07-23100000
Participant contributions to plan in this plan year2024-07-231431
Other income to plan in this plan year2024-07-2320405
Plan net income in this plan year2024-07-2314343
Net assets as of the end of the plan year2024-07-23136196
Net assets as of the beginning of the plan year2024-07-23121853
Employer contributions to plan in this plan year2024-07-231431
Fees paid to broker by Benefit Provider2024-07-23540
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-23540
2022 : 403(B) THRIFT PLAN OF SAFEHOUSE OF SHELBY COUNTY, INC. 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-305019
Net assets as of the end of the plan year2022-06-30153853
Total assets as of the beginning of the plan year2022-06-30114188
Value of plan covered by a fidelity bond2022-06-30100000
Participant contributions to plan in this plan year2022-06-3015545
Other income to plan in this plan year2022-06-3015763
Plan net income in this plan year2022-06-3039665
Net assets as of the end of the plan year2022-06-30153853
Net assets as of the beginning of the plan year2022-06-30114188
Employer contributions to plan in this plan year2022-06-3013376
Fees paid to broker by Benefit Provider2022-06-30662
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-30662

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