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403(B) THRIFT PLAN OF PHOENIX INDIAN CENTER 401k Plan overview

Plan Name403(B) THRIFT PLAN OF PHOENIX INDIAN CENTER
Plan identification number 002

403(B) THRIFT PLAN OF PHOENIX INDIAN CENTER 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.
  • 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.
  • 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

PHOENIX INDIAN CENTER has sponsored the creation of one or more 401k plans.

Company Name:PHOENIX INDIAN CENTER
Employer identification number (EIN):866006566
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF PHOENIX INDIAN CENTER

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01JOLYANA KROUPA2024-07-24
0022022-01-01MARK GRAHAM2023-11-21
0022021-01-01BECKY MARTIN2022-04-05
0022020-01-01BECKY MARTIN2021-02-25
0022019-01-01BECKY MARTIN2020-07-28
0022018-01-01BECKY MARTIN2019-03-28
0022018-01-01BECKY MARTIN2019-03-26
0022017-01-01BECKY A MARTIN2018-04-09 PATRICIA K HIBBELER2018-04-09
0022016-01-01BECKY A. MARTIN2017-04-05 PATRICIA K. HIBBELER2017-04-05
0022015-01-01BECKY A. MARTIN2016-05-06 PATRICIA K. HIBBELER2016-05-06
0022014-01-01FRANK W. LAFAVE, JR..2015-05-21 PATRICIA K. HIBBELER2015-05-21
0022013-01-01FRANKLIN W. LAFAVE, JR.2014-04-03 PATRICIA K. HIBBELER2014-04-03
0022012-01-01FRANKLIN W. LAFAVE, JR.2013-04-26 PATRICIA K. HIBBELER2013-04-26
0022011-01-01FRANKLIN LAFAVE JR2012-06-12 FRANKLIN LAFAVE JR2012-06-12
0022010-01-01FRANKLIN LAFAVE JR2011-06-13 FRANKLIN LAFAVE JR2011-06-13

Financial Data on 403(B) THRIFT PLAN OF PHOENIX INDIAN CENTER

Measure Date Value
2025 : 403(B) THRIFT PLAN OF PHOENIX INDIAN CENTER 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-230
Total liabilities as of the end of the plan year2025-07-230
Total liabilities as of the beginning of the plan year2025-07-230
Total expenses incurred by plan in this plan year2025-07-233699
Net assets as of the end of the plan year2025-07-23737893
Total assets as of the beginning of the plan year2025-07-23611427
Participant contributions to plan in this plan year2025-07-2314906
Other expenses paid from plan in this plan year2025-07-232778
Other contributions to plan in this plan year2025-07-230
Other income to plan in this plan year2025-07-2398176
Plan net income in this plan year2025-07-23126466
Net assets as of the end of the plan year2025-07-23737893
Net assets as of the beginning of the plan year2025-07-23611427
Employer contributions to plan in this plan year2025-07-2317083
Fees paid to broker by Benefit Provider2025-07-2339
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-23119
2024 : 403(B) THRIFT PLAN OF PHOENIX INDIAN CENTER 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-240
Total liabilities as of the end of the plan year2024-07-240
Total liabilities as of the beginning of the plan year2024-07-240
Total expenses incurred by plan in this plan year2024-07-2447691
Net assets as of the end of the plan year2024-07-24611427
Total assets as of the beginning of the plan year2024-07-24530635
Participant contributions to plan in this plan year2024-07-2415612
Other expenses paid from plan in this plan year2024-07-240
Other contributions to plan in this plan year2024-07-240
Other income to plan in this plan year2024-07-2486807
Plan net income in this plan year2024-07-2480792
Net assets as of the end of the plan year2024-07-24611427
Net assets as of the beginning of the plan year2024-07-24530635
Employer contributions to plan in this plan year2024-07-2426064
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2448

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