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SECTION 403(B) RETIREMENT PLAN FOR I HAVE A DREAM FOUNDATION OF BOULDER COUNTY 401k Plan overview

Plan NameSECTION 403(B) RETIREMENT PLAN FOR I HAVE A DREAM FOUNDATION OF BOULDER COUNTY
Plan identification number 001

SECTION 403(B) RETIREMENT PLAN FOR I HAVE A DREAM FOUNDATION OF BOULDER COUNTY 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)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

I HAVE A DREAM FOUNDATION OF BOULDER COUNTY has sponsored the creation of one or more 401k plans.

Company Name:I HAVE A DREAM FOUNDATION OF BOULDER COUNTY
Employer identification number (EIN):841150542
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SECTION 403(B) RETIREMENT PLAN FOR I HAVE A DREAM FOUNDATION OF BOULDER COUNTY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SANFORD GOLDBERG2024-08-19
0012022-01-01SANFORD GOLDBERG2023-09-27
0012021-01-01SANFORD GOLDBERG2022-10-10
0012020-01-01SANFORD GOLDBERG2021-10-01
0012019-01-01SANFORD GOLDBERG2021-09-01
0012018-01-01SANFORD GOLDBERG2021-09-01
0012017-01-01SANFORD GOLDBERG2021-09-01
0012016-01-01TERRY BITTNER2017-10-10
0012016-01-01TERRY BITTNER2017-10-02
0012015-01-01TERRY BITTNER2016-10-21
0012014-01-01TERRY BITTNER2015-10-13
0012013-01-01TERRY BITTNER2014-10-14
0012012-01-01TERRY BITTNER2013-08-23
0012011-01-01TERRY BITTNER2012-10-11
0012010-01-01TERRY BITTNER2011-10-12

Financial Data on SECTION 403(B) RETIREMENT PLAN FOR I HAVE A DREAM FOUNDATION OF BOULDER COUNTY

Measure Date Value
2024 : SECTION 403(B) RETIREMENT PLAN FOR I HAVE A DREAM FOUNDATION OF BOULDER COUNTY 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-190
Total liabilities as of the end of the plan year2024-08-190
Total liabilities as of the beginning of the plan year2024-08-190
Total expenses incurred by plan in this plan year2024-08-1924632
Net assets as of the end of the plan year2024-08-191153549
Total assets as of the beginning of the plan year2024-08-19936713
Value of plan covered by a fidelity bond2024-08-19125000
Participant contributions to plan in this plan year2024-08-1955902
Other expenses paid from plan in this plan year2024-08-190
Other contributions to plan in this plan year2024-08-197605
Other income to plan in this plan year2024-08-19119645
Plan net income in this plan year2024-08-19216836
Net assets as of the end of the plan year2024-08-191153549
Net assets as of the beginning of the plan year2024-08-19936713
Employer contributions to plan in this plan year2024-08-1958316
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-190
2022 : SECTION 403(B) RETIREMENT PLAN FOR I HAVE A DREAM FOUNDATION OF BOULDER COUNTY 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-100
Total liabilities as of the end of the plan year2022-10-100
Total liabilities as of the beginning of the plan year2022-10-100
Total expenses incurred by plan in this plan year2022-10-10100625
Net assets as of the end of the plan year2022-10-10977933
Total assets as of the beginning of the plan year2022-10-10891899
Value of plan covered by a fidelity bond2022-10-10115000
Participant contributions to plan in this plan year2022-10-1036096
Other expenses paid from plan in this plan year2022-10-100
Other contributions to plan in this plan year2022-10-108311
Other income to plan in this plan year2022-10-1090155
Plan net income in this plan year2022-10-1086034
Net assets as of the end of the plan year2022-10-10977933
Net assets as of the beginning of the plan year2022-10-10891899
Employer contributions to plan in this plan year2022-10-1052097
Fees paid to broker by Benefit Provider2022-10-10209
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-100

Potentially related plans

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