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| Plan Name | 403(B) THRIFT PLAN OF BIG BROTHERS/BIG SISTERS OF ORANGECOUNTY, INC. |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| 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.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | LAURIE PETERSON | 2024-06-20 | ||
| 001 | 2022-01-01 | LAURIE PETERSON | 2023-06-15 | ||
| 001 | 2021-01-01 | LAURIE PETERSON | 2022-07-12 | ||
| 001 | 2020-01-01 | LAURIE PETERSON | 2021-06-25 | ||
| 001 | 2019-01-01 | LAURIE PETERSON | 2020-07-14 | ||
| 001 | 2018-01-01 | LAURIE PETERSON | 2019-06-26 | ||
| 001 | 2017-01-01 | LAURIE PETERSON | 2018-05-29 | LAURIE PETERSON | 2018-05-29 |
| 001 | 2016-01-01 | LAURIE PETERSON | 2017-04-20 | LAURIE PETERSON | 2017-04-20 |
| 001 | 2015-01-01 | LAURIE PETERSON | 2016-04-27 | LAURIE PETERSON | 2016-04-27 |
| 001 | 2014-01-01 | LAURIE PETERSON | 2015-06-30 | LAURIE PETERSON | 2015-06-30 |
| 001 | 2013-01-01 | LAURIE PETERSON | 2014-05-06 | LAURIE PETERSON | 2014-05-06 |
| 001 | 2012-01-01 | LAURIE PETERSON | 2013-05-09 | LAURIE PETERSON | 2013-05-09 |
| 001 | 2011-01-01 | LAURIE PETERSON | 2012-04-17 | LAURIE PETERSON | 2012-04-17 |
| 001 | 2010-01-01 | LAURIE PETERSON | 2011-06-23 | LAURIE PETERSON | 2011-06-23 |
| 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 year | 2025-06-18 | 71 |
| Total number of particpants at end of year | 2025-06-18 | 70 |
| Number of Participants With Account Balances | 2025-06-18 | 63 |
| 2024: 403(B) THRIFT PLAN OF BIG BROTHERS/BIG SISTERS OF ORANGECOUNTY, INC. 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-06-20 | 73 |
| Total number of particpants at end of year | 2024-06-20 | 68 |
| Number of Participants With Account Balances | 2024-06-20 | 64 |
| 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 year | 2025-06-18 | 0 |
| Total liabilities as of the end of the plan year | 2025-06-18 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-06-18 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-18 | 335107 |
| Net assets as of the end of the plan year | 2025-06-18 | 1515399 |
| Total assets as of the beginning of the plan year | 2025-06-18 | 1508657 |
| Value of plan covered by a fidelity bond | 2025-06-18 | 500000 |
| Participant contributions to plan in this plan year | 2025-06-18 | 122514 |
| Other expenses paid from plan in this plan year | 2025-06-18 | 2105 |
| Other contributions to plan in this plan year | 2025-06-18 | 13568 |
| Other income to plan in this plan year | 2025-06-18 | 177468 |
| Plan net income in this plan year | 2025-06-18 | 6742 |
| Net assets as of the end of the plan year | 2025-06-18 | 1515399 |
| Net assets as of the beginning of the plan year | 2025-06-18 | 1508657 |
| Employer contributions to plan in this plan year | 2025-06-18 | 28299 |
| Fees paid to broker by Benefit Provider | 2025-06-18 | 71 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-18 | 102 |
| 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 year | 2024-06-20 | 0 |
| Total liabilities as of the end of the plan year | 2024-06-20 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-06-20 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-20 | 122743 |
| Net assets as of the end of the plan year | 2024-06-20 | 1508657 |
| Total assets as of the beginning of the plan year | 2024-06-20 | 1264884 |
| Value of plan covered by a fidelity bond | 2024-06-20 | 500000 |
| Participant contributions to plan in this plan year | 2024-06-20 | 122122 |
| Other expenses paid from plan in this plan year | 2024-06-20 | 0 |
| Other contributions to plan in this plan year | 2024-06-20 | 602 |
| Other income to plan in this plan year | 2024-06-20 | 215277 |
| Plan net income in this plan year | 2024-06-20 | 243773 |
| Net assets as of the end of the plan year | 2024-06-20 | 1508657 |
| Net assets as of the beginning of the plan year | 2024-06-20 | 1264884 |
| Employer contributions to plan in this plan year | 2024-06-20 | 28515 |
| Fees paid to broker by Benefit Provider | 2024-06-20 | 735 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-20 | 28 |