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403(B) THRIFT PLAN OF MEALS ON WHEELS OF BOULDER, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF MEALS ON WHEELS OF BOULDER, INC.
Plan identification number 001

403(B) THRIFT PLAN OF MEALS ON WHEELS OF BOULDER, INC. 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

MEALS ON WHEELS OF BOULDER, INC. has sponsored the creation of one or more 401k plans.

Company Name:MEALS ON WHEELS OF BOULDER, INC.
Employer identification number (EIN):840594180
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF MEALS ON WHEELS OF BOULDER, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01FRANCEA PHILLIPS2024-07-09
0012022-01-01FRANCEA PHILLIPS2023-06-26
0012021-01-01FRANCEA PHILLIPS2022-10-24
0012021-01-01FRANCEA PHILLIPS2022-10-24
0012020-01-01FRANCEA PHILLIPS2021-03-31
0012019-01-01FRANCEA PHILLIPS2020-07-13
0012018-01-01FRANCEA PHILLIPS2019-05-14
0012017-01-01FRANCEA PHILLIPS2018-04-04 FRANCEA PHILLIPS2018-04-04
0012016-01-01FRANCEA PHILLIPS2017-05-01 FRANCEA PHILLIPS2017-05-01
0012015-01-01FRANCEA PHILLIPS2016-10-14 FRANCEA PHILLIPS2016-10-14
0012014-01-01FRANCEA PHILLIPS2015-05-21 FRANCEA PHILLIPS2015-05-21
0012013-01-01FRANCEA PHILLIPS2014-05-29 FRANCEA PHILLIPS2014-05-29
0012012-01-01FRANCEA PHILLIPS2013-04-26 FRANCEA PHILLIPS2013-04-26
0012011-01-01FRANCEA PHILLIPS2012-05-24 FRANCEA PHILLIPS2012-05-24
0012010-01-01FRANCEA L. PHILLIPS2011-06-17 FRANCEA L. PHILLIPS2011-06-17

Plan Statistics for 403(B) THRIFT PLAN OF MEALS ON WHEELS OF BOULDER, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF MEALS ON WHEELS OF BOULDER, INC.

Measure Date Value
2025: 403(B) THRIFT PLAN OF MEALS ON WHEELS OF BOULDER, INC. 2025 401k membership
Total number of particpants at beginning of year2025-05-2016
Total number of particpants at end of year2025-05-2011
Number of Participants With Account Balances2025-05-2010
2024: 403(B) THRIFT PLAN OF MEALS ON WHEELS OF BOULDER, INC. 2024 401k membership
Total number of particpants at beginning of year2024-07-0916
Total number of particpants at end of year2024-07-0916
Number of Participants With Account Balances2024-07-0914

Financial Data on 403(B) THRIFT PLAN OF MEALS ON WHEELS OF BOULDER, INC.

Measure Date Value
2025 : 403(B) THRIFT PLAN OF MEALS ON WHEELS OF BOULDER, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-200
Total liabilities as of the end of the plan year2025-05-200
Total liabilities as of the beginning of the plan year2025-05-200
Total expenses incurred by plan in this plan year2025-05-2036592
Net assets as of the end of the plan year2025-05-20638703
Total assets as of the beginning of the plan year2025-05-20530088
Value of plan covered by a fidelity bond2025-05-201000000
Participant contributions to plan in this plan year2025-05-2038425
Other expenses paid from plan in this plan year2025-05-200
Other contributions to plan in this plan year2025-05-200
Other income to plan in this plan year2025-05-2076872
Plan net income in this plan year2025-05-20108615
Net assets as of the end of the plan year2025-05-20638703
Net assets as of the beginning of the plan year2025-05-20530088
Employer contributions to plan in this plan year2025-05-2029910
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-2018
2024 : 403(B) THRIFT PLAN OF MEALS ON WHEELS OF BOULDER, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-090
Total liabilities as of the end of the plan year2024-07-090
Total liabilities as of the beginning of the plan year2024-07-090
Total expenses incurred by plan in this plan year2024-07-09724
Net assets as of the end of the plan year2024-07-09530088
Total assets as of the beginning of the plan year2024-07-09398988
Value of plan covered by a fidelity bond2024-07-091000000
Participant contributions to plan in this plan year2024-07-0934839
Other expenses paid from plan in this plan year2024-07-090
Other contributions to plan in this plan year2024-07-090
Other income to plan in this plan year2024-07-0972281
Plan net income in this plan year2024-07-09131100
Net assets as of the end of the plan year2024-07-09530088
Net assets as of the beginning of the plan year2024-07-09398988
Employer contributions to plan in this plan year2024-07-0924704
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-090

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