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403(B) THRIFT PLAN FOR EMPLOYEES OF BIG BROTHERS BIG SISTERS OF WESTCHESTER COUNTY, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN FOR EMPLOYEES OF BIG BROTHERS BIG SISTERS OF WESTCHESTER COUNTY, INC.
Plan identification number 001

403(B) THRIFT PLAN FOR EMPLOYEES OF BIG BROTHERS BIG SISTERS OF WESTCHESTER COUNTY, 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.
  • 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 WESTCHESTER COUNTY INC has sponsored the creation of one or more 401k plans.

Company Name:BIG BROTHERS BIG SISTERS OF WESTCHESTER COUNTY INC
Employer identification number (EIN):862196757
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 EMPLOYEES OF BIG BROTHERS BIG SISTERS OF WESTCHESTER COUNTY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MARYANN CICCARELLI2024-09-04
0012022-01-01MARYANN CICCARELLI2023-06-29

Plan Statistics for 403(B) THRIFT PLAN FOR EMPLOYEES OF BIG BROTHERS BIG SISTERS OF WESTCHESTER COUNTY, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN FOR EMPLOYEES OF BIG BROTHERS BIG SISTERS OF WESTCHESTER COUNTY, INC.

Measure Date Value
2025: 403(B) THRIFT PLAN FOR EMPLOYEES OF BIG BROTHERS BIG SISTERS OF WESTCHESTER COUNTY, INC. 2025 401k membership
Total number of particpants at beginning of year2025-03-214
Total number of particpants at end of year2025-03-2115
Number of Participants With Account Balances2025-03-215
2024: 403(B) THRIFT PLAN FOR EMPLOYEES OF BIG BROTHERS BIG SISTERS OF WESTCHESTER COUNTY, INC. 2024 401k membership
Total number of particpants at beginning of year2024-09-047
Total number of particpants at end of year2024-09-044
Number of Participants With Account Balances2024-09-044

Financial Data on 403(B) THRIFT PLAN FOR EMPLOYEES OF BIG BROTHERS BIG SISTERS OF WESTCHESTER COUNTY, INC.

Measure Date Value
2025 : 403(B) THRIFT PLAN FOR EMPLOYEES OF BIG BROTHERS BIG SISTERS OF WESTCHESTER COUNTY, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-03-210
Total liabilities as of the end of the plan year2025-03-210
Total liabilities as of the beginning of the plan year2025-03-210
Total expenses incurred by plan in this plan year2025-03-215025
Net assets as of the end of the plan year2025-03-2168775
Total assets as of the beginning of the plan year2025-03-2141198
Value of plan covered by a fidelity bond2025-03-21250000
Participant contributions to plan in this plan year2025-03-2122128
Other expenses paid from plan in this plan year2025-03-210
Other contributions to plan in this plan year2025-03-210
Other income to plan in this plan year2025-03-214474
Plan net income in this plan year2025-03-2127577
Net assets as of the end of the plan year2025-03-2168775
Net assets as of the beginning of the plan year2025-03-2141198
Employer contributions to plan in this plan year2025-03-216000
Fees paid to broker by Benefit Provider2025-03-2163
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-2170
2024 : 403(B) THRIFT PLAN FOR EMPLOYEES OF BIG BROTHERS BIG SISTERS OF WESTCHESTER COUNTY, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-040
Total liabilities as of the end of the plan year2024-09-040
Total liabilities as of the beginning of the plan year2024-09-040
Total expenses incurred by plan in this plan year2024-09-0453
Net assets as of the end of the plan year2024-09-0441198
Total assets as of the beginning of the plan year2024-09-0410746
Value of plan covered by a fidelity bond2024-09-04250000
Participant contributions to plan in this plan year2024-09-0422149
Other expenses paid from plan in this plan year2024-09-040
Other contributions to plan in this plan year2024-09-040
Other income to plan in this plan year2024-09-043356
Plan net income in this plan year2024-09-0430452
Net assets as of the end of the plan year2024-09-0441198
Net assets as of the beginning of the plan year2024-09-0410746
Employer contributions to plan in this plan year2024-09-045000
Fees paid to broker by Benefit Provider2024-09-049
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-0453

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