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HUMANE SOCIETY OF BOULDER VALLEY 403(B) PLAN 401k Plan overview

Plan NameHUMANE SOCIETY OF BOULDER VALLEY 403(B) PLAN
Plan identification number 002

HUMANE SOCIETY OF BOULDER VALLEY 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

THE HUMANE SOCIETY OF BOULDER VALLEY, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE HUMANE SOCIETY OF BOULDER VALLEY, INC.
Employer identification number (EIN):840152768
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about THE HUMANE SOCIETY OF BOULDER VALLEY, INC.

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 1932-02-25
Company Identification Number: 19871094839
Legal Registered Office Address: 2323 55th St

Boulder
United States of America (USA)
80301

More information about THE HUMANE SOCIETY OF BOULDER VALLEY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HUMANE SOCIETY OF BOULDER VALLEY 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01REBEKAH RAY2024-06-26 REBEKAH RAY2024-06-26
0022022-01-01JAN MCHUGH-SMITH2023-09-15
0022021-01-01STEPHEN METZGER2022-08-09
0022020-01-01STEPHEN METZGER2021-08-12
0022019-01-01STEPHEN METZGER2020-10-01
0022018-01-01STEPHEN METZGER2019-10-15 STEPHEN METZGER2019-10-15
0022018-01-01STEPHEN G. METZGER2019-10-14 STEPHEN G. METZGER2019-10-14
0022017-01-01STEPHEN G. METZGER2018-10-10 STEPHEN G. METZGER2018-10-10
0022016-01-01STEPHEN G. METZGER2017-10-16 STEPHEN G. METZGER2017-10-16
0022015-01-01STEPHEN G. METZGER2016-07-13 STEPHEN G. METZGER2016-07-13
0022014-01-01STEPHEN G. METZGER2015-10-13 STEPHEN G. METZGER2015-10-13
0022013-01-01STEPHEN G. METZGER2014-10-03
0022012-01-01STEPHEN G. METZGER2013-10-08 STEPHEN G. METZGER2013-10-08
0022011-01-01STEPHEN G. METZGER2012-10-12
0022010-01-01STEPHEN G. METZGER2011-10-10
0022009-01-01STEPHEN G. METZGER

Financial Data on HUMANE SOCIETY OF BOULDER VALLEY 403(B) PLAN

Measure Date Value
2025 : HUMANE SOCIETY OF BOULDER VALLEY 403(B) PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-04-300
Total expenses incurred by plan in this plan year2025-04-3019090
Net assets as of the end of the plan year2025-04-304748705
Total assets as of the beginning of the plan year2025-04-303831499
Value of plan covered by a fidelity bond2025-04-30250000
Participant contributions to plan in this plan year2025-04-30265923
Value of participant loans at end of plan year2025-04-300
Other income to plan in this plan year2025-04-30600398
Plan net income in this plan year2025-04-30917206
Net assets as of the end of the plan year2025-04-304748705
Net assets as of the beginning of the plan year2025-04-303831499
Employer contributions to plan in this plan year2025-04-3069975
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-309700
2024 : HUMANE SOCIETY OF BOULDER VALLEY 403(B) PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-06-260
Total expenses incurred by plan in this plan year2024-06-26189440
Net assets as of the end of the plan year2024-06-263831499
Total assets as of the beginning of the plan year2024-06-263103177
Value of plan covered by a fidelity bond2024-06-26367611
Participant contributions to plan in this plan year2024-06-26233931
Value of participant loans at end of plan year2024-06-261600
Other income to plan in this plan year2024-06-26613023
Plan net income in this plan year2024-06-26728322
Net assets as of the end of the plan year2024-06-263831499
Net assets as of the beginning of the plan year2024-06-263103177
Employer contributions to plan in this plan year2024-06-2670808
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-269249
2009 : HUMANE SOCIETY OF BOULDER VALLEY 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HUMANE SOCIETY OF BOULDER VALLEY 403(B) PLAN

2009: HUMANE SOCIETY OF BOULDER VALLEY 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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