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MAKE-A-WISH FOUNDATION OF AK AND WA 403(B) PLAN 401k Plan overview

Plan NameMAKE-A-WISH FOUNDATION OF AK AND WA 403(B) PLAN
Plan identification number 001

MAKE-A-WISH FOUNDATION OF AK AND WA 403(B) PLAN 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 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.

401k Sponsoring company profile

MAKE-A-WISH FOUNDATION OF AK AND WA has sponsored the creation of one or more 401k plans.

Company Name:MAKE-A-WISH FOUNDATION OF AK AND WA
Employer identification number (EIN):911329433
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MAKE-A-WISH FOUNDATION OF AK AND WA 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01DONNA VERRETTO2016-10-11
0012014-01-01DONNA VERRETTO2015-09-22
0012013-01-01DONNA VERRETTO2014-09-30
0012012-01-01DONNA VERRETTO2013-10-04
0012011-01-01DONNA VERRETTO2012-10-03 DONNA VERRETTO2012-10-03
0012010-01-01DONNA VERRETTO2011-09-23 DONNA VERRETTO2011-09-23

Plan Statistics for MAKE-A-WISH FOUNDATION OF AK AND WA 403(B) PLAN

401k plan membership statisitcs for MAKE-A-WISH FOUNDATION OF AK AND WA 403(B) PLAN

Measure Date Value
2025: MAKE-A-WISH FOUNDATION OF AK AND WA 403(B) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-0359
Total number of particpants at end of year2025-07-0354
Number of Participants With Account Balances2025-07-0344
2024: MAKE-A-WISH FOUNDATION OF AK AND WA 403(B) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-2860
Total number of particpants at end of year2024-06-2859
Number of Participants With Account Balances2024-06-2848

Financial Data on MAKE-A-WISH FOUNDATION OF AK AND WA 403(B) PLAN

Measure Date Value
2025 : MAKE-A-WISH FOUNDATION OF AK AND WA 403(B) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-03184770
Net assets as of the end of the plan year2025-07-033525125
Total assets as of the beginning of the plan year2025-07-032999641
Value of plan covered by a fidelity bond2025-07-03180000
Participant contributions to plan in this plan year2025-07-03225273
Other contributions to plan in this plan year2025-07-032820
Other income to plan in this plan year2025-07-03388694
Plan net income in this plan year2025-07-03525484
Net assets as of the end of the plan year2025-07-033525125
Net assets as of the beginning of the plan year2025-07-032999641
Employer contributions to plan in this plan year2025-07-0393467
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-0335721
2024 : MAKE-A-WISH FOUNDATION OF AK AND WA 403(B) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-28454730
Net assets as of the end of the plan year2024-06-282999641
Total assets as of the beginning of the plan year2024-06-282687844
Value of plan covered by a fidelity bond2024-06-28180000
Participant contributions to plan in this plan year2024-06-28250997
Other income to plan in this plan year2024-06-28431532
Plan net income in this plan year2024-06-28311797
Net assets as of the end of the plan year2024-06-282999641
Net assets as of the beginning of the plan year2024-06-282687844
Employer contributions to plan in this plan year2024-06-2883998
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-2837229

Potentially related plans

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