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EMPLOYEE BENEFIT PLAN OF BIG BROTHERS/BIG SISTERS OF SOUTHWEST LOUISIANA 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF BIG BROTHERS/BIG SISTERS OF SOUTHWEST LOUISIANA
Plan identification number 003

EMPLOYEE BENEFIT PLAN OF BIG BROTHERS/BIG SISTERS OF SOUTHWEST LOUISIANA 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

BIG BROTHERS/BIG SISTERS OF SOUTHWE ST LOUISIANA has sponsored the creation of one or more 401k plans.

Company Name:BIG BROTHERS/BIG SISTERS OF SOUTHWE ST LOUISIANA
Employer identification number (EIN):721009565
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF BIG BROTHERS/BIG SISTERS OF SOUTHWEST LOUISIANA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01JOHN EAKIN2024-07-25
0032022-01-01DAVID EAKIN2023-07-27
0032021-01-01DAVID EAKIN2022-07-15
0032020-01-01DAVID EAKIN2021-07-22
0032019-01-01DAVID EAKIN2020-07-17
0032018-01-01DAVID EAKIN2019-07-19
0032017-01-01JOHN DAVID EAKIN, SR.2018-06-25 JOHN DAVID EAKIN, SR.2018-06-25
0032016-01-01JOHN DAVID EAKIN, SR.2017-06-26 JOHN DAVID EAKIN, SR.2017-06-26
0032015-01-01JOHN DAVID EAKIN, SR.2016-04-22 JOHN DAVID EAKIN, SR.2016-04-22
0032014-01-01JOHN DAVID EAKIN, SR.2015-04-27 JOHN DAVID EAKIN, SR.2015-04-27
0032013-01-01DANA FORREST2014-08-07
0032012-01-01DANA FOREST2013-07-18
0032011-01-01BARBARA SCHEXNIDER2012-07-23 BARBARA SCHEXNIDER2012-07-23

Plan Statistics for EMPLOYEE BENEFIT PLAN OF BIG BROTHERS/BIG SISTERS OF SOUTHWEST LOUISIANA

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF BIG BROTHERS/BIG SISTERS OF SOUTHWEST LOUISIANA

Measure Date Value
2025: EMPLOYEE BENEFIT PLAN OF BIG BROTHERS/BIG SISTERS OF SOUTHWEST LOUISIANA 2025 401k membership
Total number of particpants at beginning of year2025-07-2120
Total number of particpants at end of year2025-07-2117
Number of Participants With Account Balances2025-07-2117
2024: EMPLOYEE BENEFIT PLAN OF BIG BROTHERS/BIG SISTERS OF SOUTHWEST LOUISIANA 2024 401k membership
Total number of particpants at beginning of year2024-07-2516
Total number of particpants at end of year2024-07-2520
Number of Participants With Account Balances2024-07-2520
2022: EMPLOYEE BENEFIT PLAN OF BIG BROTHERS/BIG SISTERS OF SOUTHWEST LOUISIANA 2022 401k membership
Total number of particpants at beginning of year2022-07-1514
Total number of particpants at end of year2022-07-1514
Number of Participants With Account Balances2022-07-1514

Financial Data on EMPLOYEE BENEFIT PLAN OF BIG BROTHERS/BIG SISTERS OF SOUTHWEST LOUISIANA

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF BIG BROTHERS/BIG SISTERS OF SOUTHWEST LOUISIANA 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-210
Total liabilities as of the end of the plan year2025-07-210
Total liabilities as of the beginning of the plan year2025-07-210
Total expenses incurred by plan in this plan year2025-07-219566
Net assets as of the end of the plan year2025-07-21247549
Total assets as of the beginning of the plan year2025-07-21208491
Value of plan covered by a fidelity bond2025-07-21100000
Participant contributions to plan in this plan year2025-07-217388
Other expenses paid from plan in this plan year2025-07-210
Other contributions to plan in this plan year2025-07-210
Other income to plan in this plan year2025-07-2126646
Plan net income in this plan year2025-07-2139058
Net assets as of the end of the plan year2025-07-21247549
Net assets as of the beginning of the plan year2025-07-21208491
Employer contributions to plan in this plan year2025-07-2114590
Fees paid to broker by Benefit Provider2025-07-2139
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-21131
2024 : EMPLOYEE BENEFIT PLAN OF BIG BROTHERS/BIG SISTERS OF SOUTHWEST LOUISIANA 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-250
Total liabilities as of the end of the plan year2024-07-250
Total liabilities as of the beginning of the plan year2024-07-250
Total expenses incurred by plan in this plan year2024-07-2591805
Net assets as of the end of the plan year2024-07-25208491
Total assets as of the beginning of the plan year2024-07-25245899
Value of plan covered by a fidelity bond2024-07-25100000
Participant contributions to plan in this plan year2024-07-256693
Other expenses paid from plan in this plan year2024-07-250
Other contributions to plan in this plan year2024-07-250
Other income to plan in this plan year2024-07-2537096
Plan net income in this plan year2024-07-25-37408
Net assets as of the end of the plan year2024-07-25208491
Net assets as of the beginning of the plan year2024-07-25245899
Employer contributions to plan in this plan year2024-07-2510608
Fees paid to broker by Benefit Provider2024-07-2543
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2520
2022 : EMPLOYEE BENEFIT PLAN OF BIG BROTHERS/BIG SISTERS OF SOUTHWEST LOUISIANA 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-150
Total liabilities as of the end of the plan year2022-07-150
Total liabilities as of the beginning of the plan year2022-07-150
Total expenses incurred by plan in this plan year2022-07-15502
Net assets as of the end of the plan year2022-07-15283955
Total assets as of the beginning of the plan year2022-07-15230732
Value of plan covered by a fidelity bond2022-07-15100000
Participant contributions to plan in this plan year2022-07-155449
Other expenses paid from plan in this plan year2022-07-15122
Other contributions to plan in this plan year2022-07-150
Other income to plan in this plan year2022-07-1538825
Plan net income in this plan year2022-07-1553223
Net assets as of the end of the plan year2022-07-15283955
Net assets as of the beginning of the plan year2022-07-15230732
Employer contributions to plan in this plan year2022-07-159451
Fees paid to broker by Benefit Provider2022-07-1536

Potentially related plans

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