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403(B) THRIFT PLAN FOR BIG BROTHERS BIG SISTERS OF CENTRAL ARIZONA 401k Plan overview

Plan Name403(B) THRIFT PLAN FOR BIG BROTHERS BIG SISTERS OF CENTRAL ARIZONA
Plan identification number 001

403(B) THRIFT PLAN FOR BIG BROTHERS BIG SISTERS OF CENTRAL ARIZONA 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.
  • 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.
  • 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

BIG BROTHERS BIG SISTERS OF CENTRAL ARIZONA has sponsored the creation of one or more 401k plans.

Company Name:BIG BROTHERS BIG SISTERS OF CENTRAL ARIZONA
Employer identification number (EIN):860205254
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN FOR BIG BROTHERS BIG SISTERS OF CENTRAL ARIZONA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01GINA TROTTER2024-07-29 GINA TROTTER2024-07-29
0012022-01-01GINA TROTTER2023-05-31 GINA TROTTER2023-05-31
0012021-01-01LAURA CAPELLO2022-06-27 LAURA CAPELLO2022-06-27
0012020-01-01GINA TROTTER2021-09-22 GINA TROTTER2021-09-22
0012019-01-01GINA TROTTER2020-09-29 GINA TROTTER2020-09-29
0012018-01-01REGINA TROTTER2019-10-04
0012017-01-01GINA TROTTER2018-07-12
0012016-01-01MADELEINE STILWELL2017-05-22 MADELEINE STILWELL2017-05-22
0012014-01-01DAVID CAROSELLO2015-04-27 DAVID CAROSELLO2015-04-27
0012013-01-01DAVID CAROSELLO2014-07-21 DAVID CAROSELLO2014-07-21
0012012-01-01DAVID CAROSELLO2013-07-25 DAVID CAROSELLO2013-07-25
0012011-01-01KELLY BULLOCK2012-06-13 KELLY BULLOCK2012-06-13
0012010-01-01KELLY BULLOCK2011-07-22 KELLY BULLOCK2011-07-22

Plan Statistics for 403(B) THRIFT PLAN FOR BIG BROTHERS BIG SISTERS OF CENTRAL ARIZONA

401k plan membership statisitcs for 403(B) THRIFT PLAN FOR BIG BROTHERS BIG SISTERS OF CENTRAL ARIZONA

Measure Date Value
2025: 403(B) THRIFT PLAN FOR BIG BROTHERS BIG SISTERS OF CENTRAL ARIZONA 2025 401k membership
Total number of particpants at beginning of year2025-10-0173
Total number of particpants at end of year2025-10-0174
Number of Participants With Account Balances2025-10-0166
2024: 403(B) THRIFT PLAN FOR BIG BROTHERS BIG SISTERS OF CENTRAL ARIZONA 2024 401k membership
Total number of particpants at beginning of year2024-07-2971
Total number of particpants at end of year2024-07-2973
Number of Participants With Account Balances2024-07-2938

Financial Data on 403(B) THRIFT PLAN FOR BIG BROTHERS BIG SISTERS OF CENTRAL ARIZONA

Measure Date Value
2025 : 403(B) THRIFT PLAN FOR BIG BROTHERS BIG SISTERS OF CENTRAL ARIZONA 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-10-010
Total expenses incurred by plan in this plan year2025-10-01284780
Net assets as of the end of the plan year2025-10-011321248
Total assets as of the beginning of the plan year2025-10-011258041
Value of plan covered by a fidelity bond2025-10-01150000
Participant contributions to plan in this plan year2025-10-01135362
Other income to plan in this plan year2025-10-01176355
Plan net income in this plan year2025-10-0163207
Net assets as of the end of the plan year2025-10-011321248
Net assets as of the beginning of the plan year2025-10-011258041
Employer contributions to plan in this plan year2025-10-0136270
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0118217
2024 : 403(B) THRIFT PLAN FOR BIG BROTHERS BIG SISTERS OF CENTRAL ARIZONA 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-07-290
Total expenses incurred by plan in this plan year2024-07-29124905
Net assets as of the end of the plan year2024-07-291258041
Total assets as of the beginning of the plan year2024-07-291082068
Value of plan covered by a fidelity bond2024-07-29150000
Participant contributions to plan in this plan year2024-07-2983944
Other income to plan in this plan year2024-07-29196943
Plan net income in this plan year2024-07-29175973
Net assets as of the end of the plan year2024-07-291258041
Net assets as of the beginning of the plan year2024-07-291082068
Employer contributions to plan in this plan year2024-07-2919991
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2914855

Potentially related plans

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