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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.
  • 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 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
0012023-09-01JEFF KREBS2025-01-13
0012022-09-01JEFF KREBS2024-06-03
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

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

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF MAKE-A-WISH FOUNDATION OF COLORADO INC 2025 401k financial data
Total transfers to/from plan in this plan year2025-01-130
Total liabilities as of the end of the plan year2025-01-130
Total liabilities as of the beginning of the plan year2025-01-130
Total expenses incurred by plan in this plan year2025-01-1317043
Net assets as of the end of the plan year2025-01-131193307
Total assets as of the beginning of the plan year2025-01-13823627
Value of plan covered by a fidelity bond2025-01-13175000
Participant contributions to plan in this plan year2025-01-13112973
Other expenses paid from plan in this plan year2025-01-130
Other contributions to plan in this plan year2025-01-130
Other income to plan in this plan year2025-01-13188715
Plan net income in this plan year2025-01-13369680
Net assets as of the end of the plan year2025-01-131193307
Net assets as of the beginning of the plan year2025-01-13823627
Employer contributions to plan in this plan year2025-01-1385035
Expensese paid to adminstrative service provicers from plan in this plan year2025-01-13210
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

Potentially related plans

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