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403(B) THRIFT PLAN OF SPECIAL OLYMPICS LOUISIANA, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF SPECIAL OLYMPICS LOUISIANA, INC.
Plan identification number 002

403(B) THRIFT PLAN OF SPECIAL OLYMPICS LOUISIANA, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

SPECIAL OLYMPICS LOUISIANA, INC. has sponsored the creation of one or more 401k plans.

Company Name:SPECIAL OLYMPICS LOUISIANA, INC.
Employer identification number (EIN):720706608
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF SPECIAL OLYMPICS LOUISIANA, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01JOHN GUZZARDO2024-09-22
0022022-01-01JOHN GUZZARDO2023-08-26
0022021-01-01JOHN GUZZARDO2022-09-01
0022021-01-01JOHN GUZZARDO2022-08-29
0022020-01-01JOHN GUZZARDO2021-07-19
0022019-01-01JOHN GUZZARDO2020-11-09
0022017-01-01PAT BOURGEOIS2018-07-30 PAT BOURGEOIS2018-07-30
0022016-01-01PAT BOURGEOIS2017-07-31 PAT BOURGEOIS2017-07-31
0022013-01-01PAT BOURGEOIS2014-07-31 PAT BOURGEOIS2014-07-31
0022012-01-01PAT BOURGEOIS2013-07-30 PAT BOURGEOIS2013-07-30
0022011-01-01PAT BOURGEOIS2012-07-31 PAT BOURGEOIS2012-07-31
0022010-01-01PAT BOURGEOIS2011-08-01 PAT BOURGEOIS2011-08-01

Plan Statistics for 403(B) THRIFT PLAN OF SPECIAL OLYMPICS LOUISIANA, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF SPECIAL OLYMPICS LOUISIANA, INC.

Measure Date Value
2025: 403(B) THRIFT PLAN OF SPECIAL OLYMPICS LOUISIANA, INC. 2025 401k membership
Total number of particpants at beginning of year2025-05-2218
Total number of particpants at end of year2025-05-2215
Number of Participants With Account Balances2025-05-2215
2024: 403(B) THRIFT PLAN OF SPECIAL OLYMPICS LOUISIANA, INC. 2024 401k membership
Total number of particpants at beginning of year2024-09-2212
Total number of particpants at end of year2024-09-2217
Number of Participants With Account Balances2024-09-2215
2022: 403(B) THRIFT PLAN OF SPECIAL OLYMPICS LOUISIANA, INC. 2022 401k membership
Total number of particpants at beginning of year2022-09-0119
Total number of particpants at end of year2022-09-0119
Number of Participants With Account Balances2022-09-017

Financial Data on 403(B) THRIFT PLAN OF SPECIAL OLYMPICS LOUISIANA, INC.

Measure Date Value
2025 : 403(B) THRIFT PLAN OF SPECIAL OLYMPICS LOUISIANA, INC. 2025 401k financial data
Total liabilities as of the end of the plan year2025-05-220
Total liabilities as of the beginning of the plan year2025-05-220
Total expenses incurred by plan in this plan year2025-05-2226849
Net assets as of the end of the plan year2025-05-22827793
Total assets as of the beginning of the plan year2025-05-22710726
Value of plan covered by a fidelity bond2025-05-22100000
Participant contributions to plan in this plan year2025-05-2222079
Other expenses paid from plan in this plan year2025-05-220
Other contributions to plan in this plan year2025-05-220
Other income to plan in this plan year2025-05-2265568
Plan net income in this plan year2025-05-22117067
Net assets as of the end of the plan year2025-05-22827793
Net assets as of the beginning of the plan year2025-05-22710726
Employer contributions to plan in this plan year2025-05-2256269
Fees paid to broker by Benefit Provider2025-05-222089
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-22299
2024 : 403(B) THRIFT PLAN OF SPECIAL OLYMPICS LOUISIANA, INC. 2024 401k financial data
Total liabilities as of the end of the plan year2024-09-220
Total liabilities as of the beginning of the plan year2024-09-220
Total expenses incurred by plan in this plan year2024-09-2287801
Net assets as of the end of the plan year2024-09-22710726
Total assets as of the beginning of the plan year2024-09-22676866
Value of plan covered by a fidelity bond2024-09-22100000
Participant contributions to plan in this plan year2024-09-2219703
Value of participant loans at end of plan year2024-09-220
Other expenses paid from plan in this plan year2024-09-220
Other contributions to plan in this plan year2024-09-221932
Other income to plan in this plan year2024-09-2256254
Plan net income in this plan year2024-09-2233860
Net assets as of the end of the plan year2024-09-22710726
Net assets as of the beginning of the plan year2024-09-22676866
Employer contributions to plan in this plan year2024-09-2243772
Fees paid to broker by Benefit Provider2024-09-221123
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-22252
2022 : 403(B) THRIFT PLAN OF SPECIAL OLYMPICS LOUISIANA, INC. 2022 401k financial data
Total liabilities as of the end of the plan year2022-09-010
Total liabilities as of the beginning of the plan year2022-09-010
Total expenses incurred by plan in this plan year2022-09-0119859
Net assets as of the end of the plan year2022-09-01661428
Total assets as of the beginning of the plan year2022-09-01610812
Value of plan covered by a fidelity bond2022-09-01100000
Participant contributions to plan in this plan year2022-09-015292
Value of participant loans at end of plan year2022-09-0110596
Other expenses paid from plan in this plan year2022-09-010
Other contributions to plan in this plan year2022-09-010
Other income to plan in this plan year2022-09-0132907
Plan net income in this plan year2022-09-0150616
Net assets as of the end of the plan year2022-09-01661428
Net assets as of the beginning of the plan year2022-09-01610812
Employer contributions to plan in this plan year2022-09-0132276
Fees paid to broker by Benefit Provider2022-09-01831
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-01273

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