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403(B) THRIFT PLAN OF SPOKANE VALLEY MEALS ON WHEELS 401k Plan overview

Plan Name403(B) THRIFT PLAN OF SPOKANE VALLEY MEALS ON WHEELS
Plan identification number 001

403(B) THRIFT PLAN OF SPOKANE VALLEY MEALS ON WHEELS 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan covering Self-Employed individuals.
  • 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

SPOKANE VALLEY MEALS ON WHEELS has sponsored the creation of one or more 401k plans.

Company Name:SPOKANE VALLEY MEALS ON WHEELS
Employer identification number (EIN):911042546
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF SPOKANE VALLEY MEALS ON WHEELS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CINDY WILSON2024-09-20
0012022-01-01ROCHELLE SINGLETON2023-07-05
0012021-01-01ROCHELLE SINGLETON2022-06-14
0012020-01-01ROCHELLE SINGLETON2021-04-27
0012019-01-01ROCHELLE SINGLETON2020-07-06
0012018-01-01ROCHELLE SINGLETON2019-05-30
0012017-01-01ROCHELLE SINGLETON2018-10-10
0012016-01-01SUSAN FERRELL2017-04-14 SUSAN FERRELL2017-04-14
0012016-01-01
0012015-01-01SUSAN FERRELL2016-06-03
0012013-01-01SUSAN FERRELL2017-08-01 SUSAN FERRELL2017-08-01
0012012-01-01SUSAN FERRELL2017-09-22
0012011-01-01PAM ALMEIDA2012-08-31 PAM ALMEIDA2012-08-31

Financial Data on 403(B) THRIFT PLAN OF SPOKANE VALLEY MEALS ON WHEELS

Measure Date Value
2025 : 403(B) THRIFT PLAN OF SPOKANE VALLEY MEALS ON WHEELS 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-090
Total liabilities as of the end of the plan year2025-04-090
Total liabilities as of the beginning of the plan year2025-04-090
Total expenses incurred by plan in this plan year2025-04-097575
Net assets as of the end of the plan year2025-04-09303129
Total assets as of the beginning of the plan year2025-04-09239750
Value of plan covered by a fidelity bond2025-04-0919000
Participant contributions to plan in this plan year2025-04-0935344
Other expenses paid from plan in this plan year2025-04-090
Other contributions to plan in this plan year2025-04-090
Other income to plan in this plan year2025-04-0932078
Plan net income in this plan year2025-04-0963379
Net assets as of the end of the plan year2025-04-09303129
Net assets as of the beginning of the plan year2025-04-09239750
Employer contributions to plan in this plan year2025-04-093532
Fees paid to broker by Benefit Provider2025-04-0932
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-090
2024 : 403(B) THRIFT PLAN OF SPOKANE VALLEY MEALS ON WHEELS 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-200
Total liabilities as of the end of the plan year2024-09-200
Total liabilities as of the beginning of the plan year2024-09-200
Total expenses incurred by plan in this plan year2024-09-2014546
Net assets as of the end of the plan year2024-09-20239750
Total assets as of the beginning of the plan year2024-09-20184067
Value of plan covered by a fidelity bond2024-09-2019000
Participant contributions to plan in this plan year2024-09-2033120
Other expenses paid from plan in this plan year2024-09-200
Other contributions to plan in this plan year2024-09-200
Other income to plan in this plan year2024-09-2032889
Plan net income in this plan year2024-09-2055683
Net assets as of the end of the plan year2024-09-20239750
Net assets as of the beginning of the plan year2024-09-20184067
Employer contributions to plan in this plan year2024-09-204220
Fees paid to broker by Benefit Provider2024-09-2087
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-200
2022 : 403(B) THRIFT PLAN OF SPOKANE VALLEY MEALS ON WHEELS 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-140
Total liabilities as of the end of the plan year2022-06-140
Total liabilities as of the beginning of the plan year2022-06-140
Total expenses incurred by plan in this plan year2022-06-1410
Net assets as of the end of the plan year2022-06-14187921
Total assets as of the beginning of the plan year2022-06-14140204
Value of plan covered by a fidelity bond2022-06-1419000
Participant contributions to plan in this plan year2022-06-1430946
Other expenses paid from plan in this plan year2022-06-1410
Other contributions to plan in this plan year2022-06-140
Other income to plan in this plan year2022-06-1413149
Plan net income in this plan year2022-06-1447717
Net assets as of the end of the plan year2022-06-14187921
Net assets as of the beginning of the plan year2022-06-14140204
Employer contributions to plan in this plan year2022-06-143632
Fees paid to broker by Benefit Provider2022-06-1411

Form 5500 Responses for 403(B) THRIFT PLAN OF SPOKANE VALLEY MEALS ON WHEELS

2016: 403(B) THRIFT PLAN OF SPOKANE VALLEY MEALS ON WHEELS 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01First time form 5500 has been submittedYes
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number057241-J
Policy instance 1

Potentially related plans

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