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403(B) THRIFT PLAN OF BIG BROTHERS/BIG SISTERS OF ORANGECOUNTY, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF BIG BROTHERS/BIG SISTERS OF ORANGECOUNTY, INC.
Plan identification number 001

403(B) THRIFT PLAN OF BIG BROTHERS/BIG SISTERS OF ORANGECOUNTY, 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.
  • 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

BIG BROTHERS/BIG SISTERS OF ORANGE COUNTY, INC. has sponsored the creation of one or more 401k plans.

Company Name:BIG BROTHERS/BIG SISTERS OF ORANGE COUNTY, INC.
Employer identification number (EIN):951992702
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about BIG BROTHERS/BIG SISTERS OF ORANGE COUNTY, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1958-06-25
Company Identification Number: C0356509
Legal Registered Office Address: 1801 E Edinger Ave Suite # 101

Santa Ana
United States of America (USA)
92705

More information about BIG BROTHERS/BIG SISTERS OF ORANGE COUNTY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF BIG BROTHERS/BIG SISTERS OF ORANGECOUNTY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LAURIE PETERSON2024-06-20
0012022-01-01LAURIE PETERSON2023-06-15
0012021-01-01LAURIE PETERSON2022-07-12
0012020-01-01LAURIE PETERSON2021-06-25
0012019-01-01LAURIE PETERSON2020-07-14
0012018-01-01LAURIE PETERSON2019-06-26
0012017-01-01LAURIE PETERSON2018-05-29 LAURIE PETERSON2018-05-29
0012016-01-01LAURIE PETERSON2017-04-20 LAURIE PETERSON2017-04-20
0012015-01-01LAURIE PETERSON2016-04-27 LAURIE PETERSON2016-04-27
0012014-01-01LAURIE PETERSON2015-06-30 LAURIE PETERSON2015-06-30
0012013-01-01LAURIE PETERSON2014-05-06 LAURIE PETERSON2014-05-06
0012012-01-01LAURIE PETERSON2013-05-09 LAURIE PETERSON2013-05-09
0012011-01-01LAURIE PETERSON2012-04-17 LAURIE PETERSON2012-04-17
0012010-01-01LAURIE PETERSON2011-06-23 LAURIE PETERSON2011-06-23

Plan Statistics for 403(B) THRIFT PLAN OF BIG BROTHERS/BIG SISTERS OF ORANGECOUNTY, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF BIG BROTHERS/BIG SISTERS OF ORANGECOUNTY, INC.

Measure Date Value
2025: 403(B) THRIFT PLAN OF BIG BROTHERS/BIG SISTERS OF ORANGECOUNTY, INC. 2025 401k membership
Total number of particpants at beginning of year2025-06-1871
Total number of particpants at end of year2025-06-1870
Number of Participants With Account Balances2025-06-1863
2024: 403(B) THRIFT PLAN OF BIG BROTHERS/BIG SISTERS OF ORANGECOUNTY, INC. 2024 401k membership
Total number of particpants at beginning of year2024-06-2073
Total number of particpants at end of year2024-06-2068
Number of Participants With Account Balances2024-06-2064

Financial Data on 403(B) THRIFT PLAN OF BIG BROTHERS/BIG SISTERS OF ORANGECOUNTY, INC.

Measure Date Value
2025 : 403(B) THRIFT PLAN OF BIG BROTHERS/BIG SISTERS OF ORANGECOUNTY, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-180
Total liabilities as of the end of the plan year2025-06-180
Total liabilities as of the beginning of the plan year2025-06-180
Total expenses incurred by plan in this plan year2025-06-18335107
Net assets as of the end of the plan year2025-06-181515399
Total assets as of the beginning of the plan year2025-06-181508657
Value of plan covered by a fidelity bond2025-06-18500000
Participant contributions to plan in this plan year2025-06-18122514
Other expenses paid from plan in this plan year2025-06-182105
Other contributions to plan in this plan year2025-06-1813568
Other income to plan in this plan year2025-06-18177468
Plan net income in this plan year2025-06-186742
Net assets as of the end of the plan year2025-06-181515399
Net assets as of the beginning of the plan year2025-06-181508657
Employer contributions to plan in this plan year2025-06-1828299
Fees paid to broker by Benefit Provider2025-06-1871
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-18102
2024 : 403(B) THRIFT PLAN OF BIG BROTHERS/BIG SISTERS OF ORANGECOUNTY, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-200
Total liabilities as of the end of the plan year2024-06-200
Total liabilities as of the beginning of the plan year2024-06-200
Total expenses incurred by plan in this plan year2024-06-20122743
Net assets as of the end of the plan year2024-06-201508657
Total assets as of the beginning of the plan year2024-06-201264884
Value of plan covered by a fidelity bond2024-06-20500000
Participant contributions to plan in this plan year2024-06-20122122
Other expenses paid from plan in this plan year2024-06-200
Other contributions to plan in this plan year2024-06-20602
Other income to plan in this plan year2024-06-20215277
Plan net income in this plan year2024-06-20243773
Net assets as of the end of the plan year2024-06-201508657
Net assets as of the beginning of the plan year2024-06-201264884
Employer contributions to plan in this plan year2024-06-2028515
Fees paid to broker by Benefit Provider2024-06-20735
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-2028

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