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EMPLOYEE BENEFIT PLAN OF MAKE-A-WISH FOUNDATION OF COLORADO INC 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF MAKE-A-WISH FOUNDATION OF COLORADO INC
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF MAKE-A-WISH FOUNDATION OF COLORADO INC 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.
  • 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 COLORADO INC has sponsored the creation of one or more 401k plans.

Company Name:MAKE-A-WISH FOUNDATION OF COLORADO INC
Employer identification number (EIN):742273004
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 MAKE-A-WISH FOUNDATION OF COLORADO INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-09-01JEFF KREBS2023-06-05
0012020-09-01JENNIFER GETSCH2022-03-15
0012019-09-01JENNIFER GETSCH2021-02-18
0012018-09-01JENNIFER GETSCH2020-03-23
0012017-09-01JENNIFER GETSCH2019-03-28
0012016-09-01MARILYN TILLERY2018-03-30 MARILYN TILLERY2018-03-30
0012015-09-01MARILYN TILLERY2017-03-16 MARILYN TILLERY2017-03-16
0012014-09-01MARILYN TILLERY2016-03-01 MARILYN TILLERY2016-03-01
0012013-09-01MARILYN TILLERY2015-03-30 MARILYN TILLERY2015-03-30
0012012-09-01MARILYN TILLERY2014-03-25 MARILYN TILLERY2014-03-25
0012011-09-01JOHN SARDONI2013-04-25 JOHN SARDONI2013-04-25
0012009-09-01JOHN SARDONI, CPA

Plan Statistics for EMPLOYEE BENEFIT PLAN OF MAKE-A-WISH FOUNDATION OF COLORADO INC

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF MAKE-A-WISH FOUNDATION OF COLORADO INC

Measure Date Value
2009: EMPLOYEE BENEFIT PLAN OF MAKE-A-WISH FOUNDATION OF COLORADO INC 2009 401k membership
Total participants, beginning-of-year2009-09-0110
Total number of active participants reported on line 7a of the Form 55002009-09-019
Number of retired or separated participants receiving benefits2009-09-010
Number of other retired or separated participants entitled to future benefits2009-09-011
Total of all active and inactive participants2009-09-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-010
Total participants2009-09-0110
Number of participants with account balances2009-09-0110

Financial Data on EMPLOYEE BENEFIT PLAN OF MAKE-A-WISH FOUNDATION OF COLORADO INC

Measure Date Value
2011 : EMPLOYEE BENEFIT PLAN OF MAKE-A-WISH FOUNDATION OF COLORADO INC 2011 401k financial data
Total income from all sources2011-08-31$138,561
Expenses. Total of all expenses incurred2011-08-31$101,354
Total plan assets at end of year2011-08-31$568,222
Total plan assets at beginning of year2011-08-31$531,015
Value of fidelity bond covering the plan2011-08-31$1,000,000
Total contributions received or receivable from participants2011-08-31$48,558
Expenses. Other expenses not covered elsewhere2011-08-31$101,354
Other income received2011-08-31$68,511
Net income (gross income less expenses)2011-08-31$37,207
Net plan assets at end of year (total assets less liabilities)2011-08-31$568,222
Net plan assets at beginning of year (total assets less liabilities)2011-08-31$531,015
Total contributions received or receivable from employer(s)2011-08-31$21,492

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF MAKE-A-WISH FOUNDATION OF COLORADO INC

2009: EMPLOYEE BENEFIT PLAN OF MAKE-A-WISH FOUNDATION OF COLORADO INC 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055093-K
Policy instance 1
Insurance contract or identification number055093-K
Number of Individuals Covered10
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
Total amount of fees paid to insurance companyUSD $84
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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