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

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

MAKE-A-WISH FOUNDATION OF OK, INC. 401(K) PS 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 OKLAHOMA, INC. has sponsored the creation of one or more 401k plans.

Company Name:MAKE-A-WISH FOUNDATION OF OKLAHOMA, INC.
Employer identification number (EIN):731176743
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BETTY KAY KARIM2024-06-11
0012022-01-01BETTY KAY KARIM2023-07-28
0012021-01-01BETTY KAY KARIM2022-06-01
0012020-01-01BETTY KAY KARIM2021-05-18
0012018-01-01BETTY KAY KARIM2019-04-10
0012017-01-01BETTY KAY KARIM2018-04-18
0012016-01-01BETTY KAY KARIM
0012015-09-01BETTY KAY KARIM2016-12-09
0012014-09-01KATIE FITZGERALD2016-03-29
0012013-09-01THOMASINE HILL2014-09-22
0012012-09-01THOMASINE HILL2013-11-14
0012011-09-01THOMASINE HILL2012-12-20
0012010-09-01THOMASINE HILL2011-11-28

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

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

Measure Date Value
2025: MAKE-A-WISH FOUNDATION OF OK, INC. 401(K) PS PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-1726
Total number of particpants at end of year2025-07-1727
Number of Participants With Account Balances2025-07-1723
2024: MAKE-A-WISH FOUNDATION OF OK, INC. 401(K) PS PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-1125
Total number of particpants at end of year2024-06-1126
Number of Participants With Account Balances2024-06-1121
2022: MAKE-A-WISH FOUNDATION OF OK, INC. 401(K) PS PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-0125
Total number of particpants at end of year2022-06-0124
Number of Participants With Account Balances2022-06-0122
2016: MAKE-A-WISH FOUNDATION OF OK, INC. 401(K) PS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total number of active participants reported on line 7a of the Form 55002016-01-0110
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-018
Total of all active and inactive participants2016-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0118
Number of participants with account balances2016-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

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

Measure Date Value
2025 : MAKE-A-WISH FOUNDATION OF OK, INC. 401(K) PS PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-170
Total liabilities as of the end of the plan year2025-07-170
Total liabilities as of the beginning of the plan year2025-07-170
Total expenses incurred by plan in this plan year2025-07-1711912
Net assets as of the end of the plan year2025-07-171040454
Total assets as of the beginning of the plan year2025-07-17821767
Value of plan covered by a fidelity bond2025-07-1782177
Participant contributions to plan in this plan year2025-07-1782041
Other expenses paid from plan in this plan year2025-07-170
Other contributions to plan in this plan year2025-07-170
Other income to plan in this plan year2025-07-17116042
Plan net income in this plan year2025-07-17218687
Net assets as of the end of the plan year2025-07-171040454
Net assets as of the beginning of the plan year2025-07-17821767
Employer contributions to plan in this plan year2025-07-1732516
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-175444
2024 : MAKE-A-WISH FOUNDATION OF OK, INC. 401(K) PS PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-110
Total liabilities as of the end of the plan year2024-06-110
Total liabilities as of the beginning of the plan year2024-06-110
Total expenses incurred by plan in this plan year2024-06-1159518
Net assets as of the end of the plan year2024-06-11821767
Total assets as of the beginning of the plan year2024-06-11688982
Value of plan covered by a fidelity bond2024-06-1168898
Participant contributions to plan in this plan year2024-06-1152106
Other expenses paid from plan in this plan year2024-06-110
Other contributions to plan in this plan year2024-06-110
Other income to plan in this plan year2024-06-11114434
Plan net income in this plan year2024-06-11132785
Net assets as of the end of the plan year2024-06-11821767
Net assets as of the beginning of the plan year2024-06-11688982
Employer contributions to plan in this plan year2024-06-1125763
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-114051
2022 : MAKE-A-WISH FOUNDATION OF OK, INC. 401(K) PS PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-010
Total liabilities as of the end of the plan year2022-06-010
Total liabilities as of the beginning of the plan year2022-06-010
Total expenses incurred by plan in this plan year2022-06-0143780
Net assets as of the end of the plan year2022-06-01828652
Total assets as of the beginning of the plan year2022-06-01682911
Value of plan covered by a fidelity bond2022-06-0168291
Participant contributions to plan in this plan year2022-06-0150763
Value of participant loans at end of plan year2022-06-0136441
Other expenses paid from plan in this plan year2022-06-010
Other contributions to plan in this plan year2022-06-010
Other income to plan in this plan year2022-06-01110514
Plan net income in this plan year2022-06-01145741
Net assets as of the end of the plan year2022-06-01828652
Net assets as of the beginning of the plan year2022-06-01682911
Employer contributions to plan in this plan year2022-06-0128244
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-013177
2016 : MAKE-A-WISH FOUNDATION OF OK, INC. 401(K) PS PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$256,212
Expenses. Total of all expenses incurred2016-12-31$0
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$256,212
Total plan assets at beginning of year2016-12-31$0
Value of fidelity bond covering the plan2016-12-31$20,000
Total contributions received or receivable from participants2016-12-31$22,005
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$215,110
Net income (gross income less expenses)2016-12-31$256,212
Net plan assets at end of year (total assets less liabilities)2016-12-31$256,212
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$0
Assets. Value of participant loans2016-12-31$1,797
Total contributions received or receivable from employer(s)2016-12-31$19,097
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0

Form 5500 Responses for MAKE-A-WISH FOUNDATION OF OK, INC. 401(K) PS PLAN

2016: MAKE-A-WISH FOUNDATION OF OK, INC. 401(K) PS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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