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TAX DEFERRED ANNUITY PLAN OF GIRL SCOUTS OF UTAH 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF GIRL SCOUTS OF UTAH
Plan identification number 003

TAX DEFERRED ANNUITY PLAN OF GIRL SCOUTS OF UTAH 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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 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

GIRL SCOUTS OF UTAH has sponsored the creation of one or more 401k plans.

Company Name:GIRL SCOUTS OF UTAH
Employer identification number (EIN):870221612
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF GIRL SCOUTS OF UTAH

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01BETH KENNELLY2023-07-13
0032021-01-01LILLIE HAMMOCK2022-10-05
0032020-01-01SUSIE JOHANSEN2021-07-07
0032019-01-01SUSIE JOHANSEN2020-07-14
0032018-01-01SUSAN JOHANSEN2020-07-15
0032018-01-01SUSIE JOHANSEN2020-07-14
0032017-01-01VIRGINIA D. BUCKLEY2018-05-10 VIRGINIA D. BUCKLEY2018-05-10
0032016-01-01VIRGINIA BUCKLEY2018-02-06 VIRGINIA BUCKLEY2018-02-06
0032016-01-01JANET FRASIER2018-01-18 JANET FRASIER2018-01-18
0032015-01-01JANET FRASIER2016-10-12 JANET FRASIER2016-10-12
0032014-01-01JANET FRASIER2015-10-15
0032013-01-01HAZEL DUNSMORE2014-05-19 HAZEL DUNSMORE2014-05-19
0032012-01-01HAZEL DUNSMORE2013-07-19
0032011-01-01LINDA L NEELEY2012-06-13 LINDA L NEELEY2012-06-13
0032010-01-01LINDA L NEELEY2011-07-29 LINDA L NEELEY2011-07-29

Financial Data on TAX DEFERRED ANNUITY PLAN OF GIRL SCOUTS OF UTAH

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF GIRL SCOUTS OF UTAH 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-290
Total liabilities as of the end of the plan year2025-05-290
Total liabilities as of the beginning of the plan year2025-05-290
Total expenses incurred by plan in this plan year2025-05-291824
Net assets as of the end of the plan year2025-05-2952978
Total assets as of the beginning of the plan year2025-05-2949268
Value of plan covered by a fidelity bond2025-05-2995000
Participant contributions to plan in this plan year2025-05-291300
Other expenses paid from plan in this plan year2025-05-290
Other contributions to plan in this plan year2025-05-290
Other income to plan in this plan year2025-05-294234
Plan net income in this plan year2025-05-293710
Net assets as of the end of the plan year2025-05-2952978
Net assets as of the beginning of the plan year2025-05-2949268
Employer contributions to plan in this plan year2025-05-290
Fees paid to broker by Benefit Provider2025-05-293
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-2936

Potentially related plans

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