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403(B) THRIFT PLAN OF MAKE-A-WISH FOUNDATION OF NEW MEXICO 401k Plan overview

Plan Name403(B) THRIFT PLAN OF MAKE-A-WISH FOUNDATION OF NEW MEXICO
Plan identification number 001

403(B) THRIFT PLAN OF MAKE-A-WISH FOUNDATION OF NEW MEXICO 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.
  • 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

MAKE-A-WISH FOUNDATION OF NEW MEXICO has sponsored the creation of one or more 401k plans.

Company Name:MAKE-A-WISH FOUNDATION OF NEW MEXICO
Employer identification number (EIN):850347088
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 MAKE-A-WISH FOUNDATION OF NEW MEXICO

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SUZANNE ATKINSON2024-07-26
0012022-01-01SUZANNE ATKINSON2023-10-12
0012021-01-01SARA LISTER2022-07-31 SARA LISTER2022-07-31
0012020-01-01SARA LISTER2021-05-13 SARA LISTER2021-05-13

Plan Statistics for 403(B) THRIFT PLAN OF MAKE-A-WISH FOUNDATION OF NEW MEXICO

401k plan membership statisitcs for 403(B) THRIFT PLAN OF MAKE-A-WISH FOUNDATION OF NEW MEXICO

Measure Date Value
2025: 403(B) THRIFT PLAN OF MAKE-A-WISH FOUNDATION OF NEW MEXICO 2025 401k membership
Total number of particpants at beginning of year2025-08-079
Total number of particpants at end of year2025-08-0712
Number of Participants With Account Balances2025-08-0712
2024: 403(B) THRIFT PLAN OF MAKE-A-WISH FOUNDATION OF NEW MEXICO 2024 401k membership
Total number of particpants at beginning of year2024-07-268
Total number of particpants at end of year2024-07-269
Number of Participants With Account Balances2024-07-269
2022: 403(B) THRIFT PLAN OF MAKE-A-WISH FOUNDATION OF NEW MEXICO 2022 401k membership
Total number of particpants at beginning of year2022-07-316
Total number of particpants at end of year2022-07-316
Number of Participants With Account Balances2022-07-316

Financial Data on 403(B) THRIFT PLAN OF MAKE-A-WISH FOUNDATION OF NEW MEXICO

Measure Date Value
2025 : 403(B) THRIFT PLAN OF MAKE-A-WISH FOUNDATION OF NEW MEXICO 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-070
Total liabilities as of the end of the plan year2025-08-070
Total liabilities as of the beginning of the plan year2025-08-070
Total expenses incurred by plan in this plan year2025-08-0736
Net assets as of the end of the plan year2025-08-07349628
Total assets as of the beginning of the plan year2025-08-07251904
Value of plan covered by a fidelity bond2025-08-0740000
Participant contributions to plan in this plan year2025-08-0736212
Other expenses paid from plan in this plan year2025-08-070
Other contributions to plan in this plan year2025-08-070
Other income to plan in this plan year2025-08-0743230
Plan net income in this plan year2025-08-0797724
Net assets as of the end of the plan year2025-08-07349628
Net assets as of the beginning of the plan year2025-08-07251904
Employer contributions to plan in this plan year2025-08-0718318
Fees paid to broker by Benefit Provider2025-08-0753
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-0736
2024 : 403(B) THRIFT PLAN OF MAKE-A-WISH FOUNDATION OF NEW MEXICO 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-260
Total liabilities as of the end of the plan year2024-07-260
Total liabilities as of the beginning of the plan year2024-07-260
Total expenses incurred by plan in this plan year2024-07-2624
Net assets as of the end of the plan year2024-07-26251904
Total assets as of the beginning of the plan year2024-07-26153919
Participant contributions to plan in this plan year2024-07-2642781
Other expenses paid from plan in this plan year2024-07-260
Other contributions to plan in this plan year2024-07-260
Other income to plan in this plan year2024-07-2637955
Plan net income in this plan year2024-07-2697985
Net assets as of the end of the plan year2024-07-26251904
Net assets as of the beginning of the plan year2024-07-26153919
Employer contributions to plan in this plan year2024-07-2617273
Fees paid to broker by Benefit Provider2024-07-2655
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2624
2022 : 403(B) THRIFT PLAN OF MAKE-A-WISH FOUNDATION OF NEW MEXICO 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-319176
Net assets as of the end of the plan year2022-07-31137442
Total assets as of the beginning of the plan year2022-07-3189443
Participant contributions to plan in this plan year2022-07-3124606
Other expenses paid from plan in this plan year2022-07-3124
Other contributions to plan in this plan year2022-07-310
Other income to plan in this plan year2022-07-3119781
Plan net income in this plan year2022-07-3147999
Net assets as of the end of the plan year2022-07-31137442
Net assets as of the beginning of the plan year2022-07-3189443
Employer contributions to plan in this plan year2022-07-3112788
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-310

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