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403(B) THRIFT PLAN OF ANIMAL HUMANE ASSOCIATION OF NEW MEXICO, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF ANIMAL HUMANE ASSOCIATION OF NEW MEXICO, INC.
Plan identification number 001

403(B) THRIFT PLAN OF ANIMAL HUMANE ASSOCIATION OF NEW MEXICO, 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.
  • 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

ANIMAL HUMANE ASSOCIATION OF NEW ME XICO, INC. has sponsored the creation of one or more 401k plans.

Company Name:ANIMAL HUMANE ASSOCIATION OF NEW ME XICO, INC.
Employer identification number (EIN):850207652
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF ANIMAL HUMANE ASSOCIATION OF NEW MEXICO, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PATRICK WILKINS2024-09-27
0012022-01-01PATRICK WILKINS2023-10-10
0012021-01-01PATRICK WILKINS2022-09-30
0012020-01-01SANDRA PHILLIPS2021-07-21
0012019-01-01SANDRA PHILLIPS2020-07-27
0012018-01-01SANDRA PHILLIPS2019-07-18
0012017-01-01SANDRA PHILLIPS2018-08-08 SANDRA PHILLIPS2018-08-08
0012016-01-01DONNA STUMPF2017-07-13 DONNA STUMPF2017-07-13
0012015-01-01DONNA STUMPF2016-10-17 DONNA STUMPF2016-10-17
0012014-01-01MARGARET WEIGLE2015-07-07 MARGARET WEIGLE2015-07-07
0012013-01-01MARGARET WEIGLE2014-05-20 MARGARET WEIGLE2014-05-20
0012012-01-01MARGARET WEIGLE2013-06-14 MARGARET WEIGLE2013-06-14
0012011-01-01MARGARET WEIGLE2012-05-29 MARGARET WEIGLE2012-05-29
0012010-01-01MARGARET WEIGLE2011-06-20 MARGARET WEIGLE2011-06-20

Financial Data on 403(B) THRIFT PLAN OF ANIMAL HUMANE ASSOCIATION OF NEW MEXICO, INC.

Measure Date Value
2025 : 403(B) THRIFT PLAN OF ANIMAL HUMANE ASSOCIATION OF NEW MEXICO, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-020
Total liabilities as of the end of the plan year2025-10-020
Total liabilities as of the beginning of the plan year2025-10-020
Total expenses incurred by plan in this plan year2025-10-02120504
Net assets as of the end of the plan year2025-10-024159894
Total assets as of the beginning of the plan year2025-10-023550995
Value of plan covered by a fidelity bond2025-10-02500000
Participant contributions to plan in this plan year2025-10-02152100
Other expenses paid from plan in this plan year2025-10-020
Other contributions to plan in this plan year2025-10-024409
Other income to plan in this plan year2025-10-02540208
Plan net income in this plan year2025-10-02608899
Net assets as of the end of the plan year2025-10-024159894
Net assets as of the beginning of the plan year2025-10-023550995
Employer contributions to plan in this plan year2025-10-0232686
Fees paid to broker by Benefit Provider2025-10-02154
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-02453
2024 : 403(B) THRIFT PLAN OF ANIMAL HUMANE ASSOCIATION OF NEW MEXICO, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-270
Total liabilities as of the end of the plan year2024-09-270
Total liabilities as of the beginning of the plan year2024-09-270
Total expenses incurred by plan in this plan year2024-09-27176974
Net assets as of the end of the plan year2024-09-273550995
Total assets as of the beginning of the plan year2024-09-273019450
Value of plan covered by a fidelity bond2024-09-27250000
Participant contributions to plan in this plan year2024-09-27147937
Other expenses paid from plan in this plan year2024-09-270
Other contributions to plan in this plan year2024-09-270
Other income to plan in this plan year2024-09-27533974
Plan net income in this plan year2024-09-27531545
Net assets as of the end of the plan year2024-09-273550995
Net assets as of the beginning of the plan year2024-09-273019450
Employer contributions to plan in this plan year2024-09-2726608
Fees paid to broker by Benefit Provider2024-09-27248
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-27188
2022 : 403(B) THRIFT PLAN OF ANIMAL HUMANE ASSOCIATION OF NEW MEXICO, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-300
Total liabilities as of the end of the plan year2022-09-300
Total liabilities as of the beginning of the plan year2022-09-300
Total expenses incurred by plan in this plan year2022-09-3047260
Net assets as of the end of the plan year2022-09-303679233
Total assets as of the beginning of the plan year2022-09-302968368
Value of plan covered by a fidelity bond2022-09-30250000
Participant contributions to plan in this plan year2022-09-30201324
Other expenses paid from plan in this plan year2022-09-30523
Other contributions to plan in this plan year2022-09-3020817
Other income to plan in this plan year2022-09-30488048
Plan net income in this plan year2022-09-30710865
Net assets as of the end of the plan year2022-09-303679233
Net assets as of the beginning of the plan year2022-09-302968368
Employer contributions to plan in this plan year2022-09-3047936
Fees paid to broker by Benefit Provider2022-09-30874

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