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403(B) THRIFT PLAN OF SOUTHEAST ALASKA INDEPENDENT LIVING, INC 401k Plan overview

Plan Name403(B) THRIFT PLAN OF SOUTHEAST ALASKA INDEPENDENT LIVING, INC
Plan identification number 001

403(B) THRIFT PLAN OF SOUTHEAST ALASKA INDEPENDENT LIVING, INC 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 provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

SOUTHEAST ALASKA INDEPENDENT LIVING , INC has sponsored the creation of one or more 401k plans.

Company Name:SOUTHEAST ALASKA INDEPENDENT LIVING , INC
Employer identification number (EIN):920144370
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF SOUTHEAST ALASKA INDEPENDENT LIVING, INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SUSAN LISTBERGER2024-07-26
0012022-01-01SUSAN LISTBERGER2023-10-12
0012021-01-01SUSAN LISTBERGER2022-07-15
0012020-01-01SUSAN LISTBERGER2021-07-28
0012019-01-01SUSAN LISTBERGER2020-07-16
0012018-01-01SUSAN LISTBERGER2019-07-19
0012017-01-01SUSAN LISTBERGER2018-07-12 SUSAN LISTBERGER2018-07-12
0012016-01-01JOAN O'KEEFE2017-07-24 JOAN O'KEEFE2017-07-24
0012015-01-01JOAN O'KEEFE2016-07-18 JOAN O'KEEFE2016-07-18
0012014-01-01JOAN O'KEEFE2015-07-30 JOAN O'KEEFE2015-07-30
0012013-01-01JOAN O'KEEFE2014-07-30 JOAN O'KEEFE2014-07-30
0012012-01-01JOAN O'KEEFE2013-07-26 JOAN O'KEEFE2013-07-26
0012011-01-01JOAN O'KEEFE2012-07-20 JOAN O'KEEFE2012-07-20

Financial Data on 403(B) THRIFT PLAN OF SOUTHEAST ALASKA INDEPENDENT LIVING, INC

Measure Date Value
2025 : 403(B) THRIFT PLAN OF SOUTHEAST ALASKA INDEPENDENT LIVING, INC 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-250
Total liabilities as of the end of the plan year2025-09-250
Total liabilities as of the beginning of the plan year2025-09-250
Total expenses incurred by plan in this plan year2025-09-25450
Net assets as of the end of the plan year2025-09-251197346
Total assets as of the beginning of the plan year2025-09-25957663
Value of plan covered by a fidelity bond2025-09-25385000
Participant contributions to plan in this plan year2025-09-2579205
Other expenses paid from plan in this plan year2025-09-250
Other contributions to plan in this plan year2025-09-259672
Other income to plan in this plan year2025-09-25125794
Plan net income in this plan year2025-09-25239683
Net assets as of the end of the plan year2025-09-251197346
Net assets as of the beginning of the plan year2025-09-25957663
Employer contributions to plan in this plan year2025-09-2525462
Fees paid to broker by Benefit Provider2025-09-2553
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-2538
2024 : 403(B) THRIFT PLAN OF SOUTHEAST ALASKA INDEPENDENT LIVING, INC 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-260
Total liabilities as of the end of the plan year2024-07-260
Total liabilities as of the beginning of the plan year2024-07-260
Total expenses incurred by plan in this plan year2024-07-2648928
Net assets as of the end of the plan year2024-07-26957663
Total assets as of the beginning of the plan year2024-07-26822892
Value of plan covered by a fidelity bond2024-07-26385000
Participant contributions to plan in this plan year2024-07-2645909
Other expenses paid from plan in this plan year2024-07-260
Other contributions to plan in this plan year2024-07-260
Other income to plan in this plan year2024-07-26121718
Plan net income in this plan year2024-07-26134771
Net assets as of the end of the plan year2024-07-26957663
Net assets as of the beginning of the plan year2024-07-26822892
Employer contributions to plan in this plan year2024-07-2616072
Fees paid to broker by Benefit Provider2024-07-26199
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-260
2022 : 403(B) THRIFT PLAN OF SOUTHEAST ALASKA INDEPENDENT LIVING, INC 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-150
Total liabilities as of the end of the plan year2022-07-150
Total liabilities as of the beginning of the plan year2022-07-150
Total expenses incurred by plan in this plan year2022-07-1546907
Net assets as of the end of the plan year2022-07-15893664
Total assets as of the beginning of the plan year2022-07-15748403
Value of plan covered by a fidelity bond2022-07-15385000
Participant contributions to plan in this plan year2022-07-1569941
Other expenses paid from plan in this plan year2022-07-1594
Other contributions to plan in this plan year2022-07-150
Other income to plan in this plan year2022-07-15106097
Plan net income in this plan year2022-07-15145261
Net assets as of the end of the plan year2022-07-15893664
Net assets as of the beginning of the plan year2022-07-15748403
Employer contributions to plan in this plan year2022-07-1516130
Fees paid to broker by Benefit Provider2022-07-15126

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