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403(B) THRIFT PLAN OF THE BELLEVUE SCHOOLS FOUNDATION 401k Plan overview

Plan Name403(B) THRIFT PLAN OF THE BELLEVUE SCHOOLS FOUNDATION
Plan identification number 001

403(B) THRIFT PLAN OF THE BELLEVUE SCHOOLS FOUNDATION 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.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock 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

THE BELLEVUE SCHOOLS FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:THE BELLEVUE SCHOOLS FOUNDATION
Employer identification number (EIN):911080997
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about THE BELLEVUE SCHOOLS FOUNDATION

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1979-06-05
Company Identification Number: 601810463
Legal Registered Office Address: 12241 MAIN ST BLDG 5

BELLEVUE
United States of America (USA)
980053524

More information about THE BELLEVUE SCHOOLS FOUNDATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF THE BELLEVUE SCHOOLS FOUNDATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MINDY RICHARDSON2024-07-19
0012022-01-01MINDY RICHARDSON2023-06-29
0012021-01-01MINDY RICHARDSON2022-07-19
0012020-01-01MINDY RICHARDSON2021-07-22
0012020-01-01MINDY RICHARDSON2021-08-06
0012019-01-01MINDY RICHARDSON2020-07-24
0012018-01-01MINDY RICHARDSON2019-07-23
0012017-01-01LYNN JUNIEL2018-07-17
0012016-01-01LYNN JUNIEL2017-07-27
0012015-01-01LYNN JUNIEL2016-07-22
0012014-01-01WENDE WADSWORTH2015-08-18 BILL DEJARLAIS2015-08-18
0012013-01-01ROXANNE KROON SHEPHERD2014-07-16
0012012-01-01ROXANNE KROON SHEPHERD2013-08-05 ROXANNE KROON SHEPHERD2013-08-05
0012011-01-01ROXANNE SHEPHERD2013-03-22

Plan Statistics for 403(B) THRIFT PLAN OF THE BELLEVUE SCHOOLS FOUNDATION

401k plan membership statisitcs for 403(B) THRIFT PLAN OF THE BELLEVUE SCHOOLS FOUNDATION

Measure Date Value
2025: 403(B) THRIFT PLAN OF THE BELLEVUE SCHOOLS FOUNDATION 2025 401k membership
Total number of particpants at beginning of year2025-08-087
Total number of particpants at end of year2025-08-087
Number of Participants With Account Balances2025-08-087
Total number of particpants at beginning of year2025-07-117
Total number of particpants at end of year2025-07-117
Number of Participants With Account Balances2025-07-117
2024: 403(B) THRIFT PLAN OF THE BELLEVUE SCHOOLS FOUNDATION 2024 401k membership
Total number of particpants at beginning of year2024-07-198
Total number of particpants at end of year2024-07-197
Number of Participants With Account Balances2024-07-197

Financial Data on 403(B) THRIFT PLAN OF THE BELLEVUE SCHOOLS FOUNDATION

Measure Date Value
2025 : 403(B) THRIFT PLAN OF THE BELLEVUE SCHOOLS FOUNDATION 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-080
Total liabilities as of the end of the plan year2025-08-080
Total liabilities as of the beginning of the plan year2025-08-080
Total expenses incurred by plan in this plan year2025-08-0821
Net assets as of the end of the plan year2025-08-08236876
Total assets as of the beginning of the plan year2025-08-0892829
Value of plan covered by a fidelity bond2025-08-0850000
Participant contributions to plan in this plan year2025-08-0837910
Other expenses paid from plan in this plan year2025-08-080
Other contributions to plan in this plan year2025-08-0822727
Other income to plan in this plan year2025-08-0883431
Plan net income in this plan year2025-08-08144047
Net assets as of the end of the plan year2025-08-08236876
Net assets as of the beginning of the plan year2025-08-0892829
Employer contributions to plan in this plan year2025-08-080
Fees paid to broker by Benefit Provider2025-08-0830
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-0821
Total transfers to/from plan in this plan year2025-07-110
Total liabilities as of the end of the plan year2025-07-110
Total liabilities as of the beginning of the plan year2025-07-110
Total expenses incurred by plan in this plan year2025-07-1121
Net assets as of the end of the plan year2025-07-11236876
Total assets as of the beginning of the plan year2025-07-1192829
Value of plan covered by a fidelity bond2025-07-1150000
Participant contributions to plan in this plan year2025-07-1137910
Other expenses paid from plan in this plan year2025-07-110
Other contributions to plan in this plan year2025-07-1122727
Other income to plan in this plan year2025-07-1183431
Plan net income in this plan year2025-07-11144047
Net assets as of the end of the plan year2025-07-11236876
Net assets as of the beginning of the plan year2025-07-1192829
Employer contributions to plan in this plan year2025-07-110
Fees paid to broker by Benefit Provider2025-07-1130
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1121
2024 : 403(B) THRIFT PLAN OF THE BELLEVUE SCHOOLS FOUNDATION 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-190
Total liabilities as of the end of the plan year2024-07-190
Total liabilities as of the beginning of the plan year2024-07-190
Total expenses incurred by plan in this plan year2024-07-190
Net assets as of the end of the plan year2024-07-1992829
Total assets as of the beginning of the plan year2024-07-1945068
Value of plan covered by a fidelity bond2024-07-1950000
Participant contributions to plan in this plan year2024-07-1935185
Other expenses paid from plan in this plan year2024-07-190
Other contributions to plan in this plan year2024-07-190
Other income to plan in this plan year2024-07-1912576
Plan net income in this plan year2024-07-1947761
Net assets as of the end of the plan year2024-07-1992829
Net assets as of the beginning of the plan year2024-07-1945068
Employer contributions to plan in this plan year2024-07-190
Fees paid to broker by Benefit Provider2024-07-1936
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-190

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