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DEFINED CONTRIBUTION PENSION PLAN OF BOYS & GIRLS OF SOUTH VALLEY 401k Plan overview

Plan NameDEFINED CONTRIBUTION PENSION PLAN OF BOYS & GIRLS OF SOUTH VALLEY
Plan identification number 001

DEFINED CONTRIBUTION PENSION PLAN OF BOYS & GIRLS OF SOUTH VALLEY Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

BOYS & GIRLS OF SOUTH VALLEY has sponsored the creation of one or more 401k plans.

Company Name:BOYS & GIRLS OF SOUTH VALLEY
Employer identification number (EIN):870304564
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEFINED CONTRIBUTION PENSION PLAN OF BOYS & GIRLS OF SOUTH VALLEY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-07-01BOB DUNN2015-09-29
0012013-07-01BOB DUNN2015-06-29
0012012-07-01BOB DUNN2015-06-29
0012011-07-01BOB DUNN2015-06-29
0012010-07-01BOB DUNN2015-06-29
0012009-07-01BOB DUNN2015-06-29
0012008-07-01BOB DUNN
0012007-07-01BOB DUNN
0012006-07-01BOB DUNN

Financial Data on DEFINED CONTRIBUTION PENSION PLAN OF BOYS & GIRLS OF SOUTH VALLEY

Measure Date Value
2009 : DEFINED CONTRIBUTION PENSION PLAN OF BOYS & GIRLS OF SOUTH VALLEY 2009 401k financial data
Total income from all sources2009-06-30$-22,005
Expenses. Total of all expenses incurred2009-06-30$7,025
Benefits paid (including direct rollovers)2009-06-30$7,025
Total plan assets at end of year2009-06-30$320,046
Total plan assets at beginning of year2009-06-30$349,076
Other income received2009-06-30$-58,358
Net income (gross income less expenses)2009-06-30$-29,030
Net plan assets at end of year (total assets less liabilities)2009-06-30$320,046
Net plan assets at beginning of year (total assets less liabilities)2009-06-30$349,076
Assets. Value of participant loans2009-06-30$25,338
Total contributions received or receivable from employer(s)2009-06-30$36,353
2008 : DEFINED CONTRIBUTION PENSION PLAN OF BOYS & GIRLS OF SOUTH VALLEY 2008 401k financial data
Total income from all sources2008-06-30$52,027
Expenses. Total of all expenses incurred2008-06-30$68,506
Benefits paid (including direct rollovers)2008-06-30$67,662
Total plan assets at end of year2008-06-30$349,076
Total plan assets at beginning of year2008-06-30$365,555
Other income received2008-06-30$-19,334
Net income (gross income less expenses)2008-06-30$-16,479
Net plan assets at end of year (total assets less liabilities)2008-06-30$349,076
Net plan assets at beginning of year (total assets less liabilities)2008-06-30$365,555
Assets. Value of participant loans2008-06-30$29,505
Total contributions received or receivable from employer(s)2008-06-30$71,361
Expenses. Administrative service providers (salaries,fees and commissions)2008-06-30$844
2007 : DEFINED CONTRIBUTION PENSION PLAN OF BOYS & GIRLS OF SOUTH VALLEY 2007 401k financial data
Total income from all sources2007-06-30$91,057
Expenses. Total of all expenses incurred2007-06-30$16,368
Benefits paid (including direct rollovers)2007-06-30$15,899
Total plan assets at end of year2007-06-30$365,555
Total plan assets at beginning of year2007-06-30$290,866
Other income received2007-06-30$51,357
Net income (gross income less expenses)2007-06-30$74,689
Net plan assets at end of year (total assets less liabilities)2007-06-30$365,555
Net plan assets at beginning of year (total assets less liabilities)2007-06-30$290,866
Total contributions received or receivable from employer(s)2007-06-30$39,700
Expenses. Administrative service providers (salaries,fees and commissions)2007-06-30$469

Form 5500 Responses for DEFINED CONTRIBUTION PENSION PLAN OF BOYS & GIRLS OF SOUTH VALLEY

2008: DEFINED CONTRIBUTION PENSION PLAN OF BOYS & GIRLS OF SOUTH VALLEY 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedNo
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planNo
2008-07-01Plan funding arrangement – InsuranceYes
2008-07-01Plan benefit arrangement – InsuranceYes
2007: DEFINED CONTRIBUTION PENSION PLAN OF BOYS & GIRLS OF SOUTH VALLEY 2007 form 5500 responses
2007-07-01Type of plan entitySingle employer plan
2007-07-01Submission has been amendedNo
2007-07-01This submission is the final filingNo
2007-07-01This return/report is a short plan year return/report (less than 12 months)No
2007-07-01Plan is a collectively bargained planNo
2007-07-01Plan funding arrangement – InsuranceYes
2007-07-01Plan benefit arrangement – InsuranceYes
2006: DEFINED CONTRIBUTION PENSION PLAN OF BOYS & GIRLS OF SOUTH VALLEY 2006 form 5500 responses
2006-07-01Type of plan entitySingle employer plan
2006-07-01First time form 5500 has been submittedYes
2006-07-01Submission has been amendedNo
2006-07-01This submission is the final filingNo
2006-07-01This return/report is a short plan year return/report (less than 12 months)No
2006-07-01Plan is a collectively bargained planNo
2006-07-01Plan funding arrangement – InsuranceYes
2006-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056964-A
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056964-A
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056964-A
Policy instance 1

Potentially related plans

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