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FRIENDS OF THE TRUMAN FOUNDATION 401k Plan overview

Plan NameFRIENDS OF THE TRUMAN FOUNDATION
Plan identification number 002

FRIENDS OF THE TRUMAN FOUNDATION 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.
  • 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

FRIENDS OF THE TRUMAN FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:FRIENDS OF THE TRUMAN FOUNDATION
Employer identification number (EIN):814483070
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FRIENDS OF THE TRUMAN FOUNDATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01TERRY BABCOCK-LUMISH2024-09-16
0022022-01-01TERRY BABCOCK-LUMISH2023-05-29
0022021-01-01TERRY BABCOCK-LUMISH2022-06-12
0022020-01-01TERRY BABCOCK-LUMISH2021-08-03

Financial Data on FRIENDS OF THE TRUMAN FOUNDATION

Measure Date Value
2025 : FRIENDS OF THE TRUMAN FOUNDATION 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-29291
Net assets as of the end of the plan year2025-05-2974209
Total assets as of the beginning of the plan year2025-05-2952501
Value of plan covered by a fidelity bond2025-05-296000
Participant contributions to plan in this plan year2025-05-297320
Other income to plan in this plan year2025-05-298122
Plan net income in this plan year2025-05-2921708
Net assets as of the end of the plan year2025-05-2974209
Net assets as of the beginning of the plan year2025-05-2952501
Employer contributions to plan in this plan year2025-05-296557
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-29291
2024 : FRIENDS OF THE TRUMAN FOUNDATION 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-16185
Net assets as of the end of the plan year2024-09-1652501
Total assets as of the beginning of the plan year2024-09-1632749
Value of plan covered by a fidelity bond2024-09-164000
Participant contributions to plan in this plan year2024-09-166094
Other income to plan in this plan year2024-09-167749
Plan net income in this plan year2024-09-1619752
Net assets as of the end of the plan year2024-09-1652501
Net assets as of the beginning of the plan year2024-09-1632749
Employer contributions to plan in this plan year2024-09-166094
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-16185
2022 : FRIENDS OF THE TRUMAN FOUNDATION 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-12103
Net assets as of the end of the plan year2022-06-1229857
Total assets as of the beginning of the plan year2022-06-1214789
Value of plan covered by a fidelity bond2022-06-122000
Participant contributions to plan in this plan year2022-06-125990
Other income to plan in this plan year2022-06-123191
Plan net income in this plan year2022-06-1215068
Net assets as of the end of the plan year2022-06-1229857
Net assets as of the beginning of the plan year2022-06-1214789
Employer contributions to plan in this plan year2022-06-125990
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-12103

Potentially related plans

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