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403(B) THRIFT PLAN FOR GIRL SCOUTS OF ORANGE COUNTY 401k Plan overview

Plan Name403(B) THRIFT PLAN FOR GIRL SCOUTS OF ORANGE COUNTY
Plan identification number 002

403(B) THRIFT PLAN FOR GIRL SCOUTS OF ORANGE COUNTY 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.

401k Sponsoring company profile

GIRL SCOUTS OF ORANGE COUNTY has sponsored the creation of one or more 401k plans.

Company Name:GIRL SCOUTS OF ORANGE COUNTY
Employer identification number (EIN):952023244
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about GIRL SCOUTS OF ORANGE COUNTY

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0368219

More information about GIRL SCOUTS OF ORANGE COUNTY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN FOR GIRL SCOUTS OF ORANGE COUNTY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-10-01
0022020-10-01
0022019-10-01
0022018-10-01
0022018-10-01
0022017-10-01
0022016-10-01PATRICIA HUGON PATRICIA HUGON2018-07-12
0022015-10-01PATRICIA HUGON PATRICIA HUGON2017-07-17
0022015-01-01PATRICIA HUGON2016-04-19 PATRICIA HUGON2016-04-19
0022014-01-01PATRICIA HUGON2015-08-07 PATRICIA HUGON2015-08-07
0022013-01-01PATRICIA HUGON2014-10-15 PATRICIA HUGON2014-10-15
0022012-01-01MARTHA SELBY2013-10-10 MARTHA SELBY2013-10-10
0022011-01-01MARTHA SELBY2012-10-15 MARTHA SELBY2012-10-15
0022010-01-01MARTHA SELBY2011-07-28 MARTHA SELBY2011-07-28

Plan Statistics for 403(B) THRIFT PLAN FOR GIRL SCOUTS OF ORANGE COUNTY

401k plan membership statisitcs for 403(B) THRIFT PLAN FOR GIRL SCOUTS OF ORANGE COUNTY

Measure Date Value
2021: 403(B) THRIFT PLAN FOR GIRL SCOUTS OF ORANGE COUNTY 2021 401k membership
Total participants, beginning-of-year2021-10-01163
Total number of active participants reported on line 7a of the Form 55002021-10-01111
Number of retired or separated participants receiving benefits2021-10-012
Number of other retired or separated participants entitled to future benefits2021-10-0158
Total of all active and inactive participants2021-10-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-01171
Number of participants with account balances2021-10-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-010
2020: 403(B) THRIFT PLAN FOR GIRL SCOUTS OF ORANGE COUNTY 2020 401k membership
Total participants, beginning-of-year2020-10-01140
Total number of active participants reported on line 7a of the Form 55002020-10-0195
Number of retired or separated participants receiving benefits2020-10-011
Number of other retired or separated participants entitled to future benefits2020-10-0148
Total of all active and inactive participants2020-10-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-01144
Number of participants with account balances2020-10-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-010
2019: 403(B) THRIFT PLAN FOR GIRL SCOUTS OF ORANGE COUNTY 2019 401k membership
Total participants, beginning-of-year2019-10-01135
Total number of active participants reported on line 7a of the Form 55002019-10-0197
Number of retired or separated participants receiving benefits2019-10-011
Number of other retired or separated participants entitled to future benefits2019-10-0142
Total of all active and inactive participants2019-10-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-01140
Number of participants with account balances2019-10-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-010
2018: 403(B) THRIFT PLAN FOR GIRL SCOUTS OF ORANGE COUNTY 2018 401k membership
Total participants, beginning-of-year2018-10-01142
Total number of active participants reported on line 7a of the Form 55002018-10-01106
Number of retired or separated participants receiving benefits2018-10-011
Number of other retired or separated participants entitled to future benefits2018-10-0142
Total of all active and inactive participants2018-10-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-01149
Number of participants with account balances2018-10-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-010
2017: 403(B) THRIFT PLAN FOR GIRL SCOUTS OF ORANGE COUNTY 2017 401k membership
Total participants, beginning-of-year2017-10-01128
Total number of active participants reported on line 7a of the Form 55002017-10-01107
Number of retired or separated participants receiving benefits2017-10-011
Number of other retired or separated participants entitled to future benefits2017-10-0137
Total of all active and inactive participants2017-10-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01145
Number of participants with account balances2017-10-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-010
2016: 403(B) THRIFT PLAN FOR GIRL SCOUTS OF ORANGE COUNTY 2016 401k membership
Total participants, beginning-of-year2016-10-01129
Total number of active participants reported on line 7a of the Form 55002016-10-0192
Number of retired or separated participants receiving benefits2016-10-012
Number of other retired or separated participants entitled to future benefits2016-10-0133
Total of all active and inactive participants2016-10-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01127
Number of participants with account balances2016-10-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-010
2015: 403(B) THRIFT PLAN FOR GIRL SCOUTS OF ORANGE COUNTY 2015 401k membership
Total participants, beginning-of-year2015-10-01126
Total number of active participants reported on line 7a of the Form 55002015-10-0191
Number of retired or separated participants receiving benefits2015-10-013
Number of other retired or separated participants entitled to future benefits2015-10-0134
Total of all active and inactive participants2015-10-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-01128
Number of participants with account balances2015-10-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-010

Financial Data on 403(B) THRIFT PLAN FOR GIRL SCOUTS OF ORANGE COUNTY

Measure Date Value
2022 : 403(B) THRIFT PLAN FOR GIRL SCOUTS OF ORANGE COUNTY 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-480,343
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$258,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$217,596
Expenses. Certain deemed distributions of participant loans2022-09-30$11,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$827,381
Value of total assets at end of year2022-09-30$6,037,947
Value of total assets at beginning of year2022-09-30$6,776,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$29,239
Total interest from all sources2022-09-30$208,409
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$500,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$463,345
Participant contributions at end of year2022-09-30$53,211
Participant contributions at beginning of year2022-09-30$88,267
Participant contributions at end of year2022-09-30$24
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-739,044
Value of net assets at end of year (total assets less liabilities)2022-09-30$6,037,947
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$6,776,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Investment advisory and management fees2022-09-30$29,239
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$5,606,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$6,533,102
Interest on participant loans2022-09-30$3,056
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-09-30$205,353
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-09-30$156,917
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$1,590
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-1,516,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30Yes
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$364,036
Employer contributions (assets) at end of year2022-09-30$221,566
Employer contributions (assets) at beginning of year2022-09-30$154,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$217,596
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30EIDE BAILLY
Accountancy firm EIN2022-09-30450250958
2021 : 403(B) THRIFT PLAN FOR GIRL SCOUTS OF ORANGE COUNTY 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$1,648,358
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$318,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$318,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$701,798
Value of total assets at end of year2021-09-30$6,776,991
Value of total assets at beginning of year2021-09-30$5,446,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$0
Total interest from all sources2021-09-30$3,397
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$500,000
If this is an individual account plan, was there a blackout period2021-09-30No
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$408,796
Participant contributions at end of year2021-09-30$88,267
Participant contributions at beginning of year2021-09-30$80,023
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$16,059
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$1,330,001
Value of net assets at end of year (total assets less liabilities)2021-09-30$6,776,991
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$5,446,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$6,533,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$5,212,697
Interest on participant loans2021-09-30$3,397
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-30$1,590
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-30$1,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$943,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$276,943
Employer contributions (assets) at end of year2021-09-30$154,032
Employer contributions (assets) at beginning of year2021-09-30$152,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$318,357
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Unqualified
Accountancy firm name2021-09-30EIDE BAILLY
Accountancy firm EIN2021-09-30450250958
2020 : 403(B) THRIFT PLAN FOR GIRL SCOUTS OF ORANGE COUNTY 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$886,220
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$121,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$121,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$605,329
Value of total assets at end of year2020-09-30$5,446,990
Value of total assets at beginning of year2020-09-30$4,682,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$0
Total interest from all sources2020-09-30$3,142
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$331,083
Participant contributions at end of year2020-09-30$80,023
Participant contributions at beginning of year2020-09-30$67,295
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$21,274
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$764,271
Value of net assets at end of year (total assets less liabilities)2020-09-30$5,446,990
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$4,682,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$5,212,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$4,479,039
Interest on participant loans2020-09-30$3,137
Interest earned on other investments2020-09-30$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$1,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$277,749
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$252,972
Employer contributions (assets) at end of year2020-09-30$152,772
Employer contributions (assets) at beginning of year2020-09-30$136,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$121,949
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30EIDE BAILLY
Accountancy firm EIN2020-09-30450250958
2019 : 403(B) THRIFT PLAN FOR GIRL SCOUTS OF ORANGE COUNTY 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$694,898
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$445,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$445,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$521,112
Value of total assets at end of year2019-09-30$4,682,719
Value of total assets at beginning of year2019-09-30$4,433,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$0
Total interest from all sources2019-09-30$2,893
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$325,498
Was this plan covered by a fidelity bond2019-09-30No
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30No
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$294,877
Participant contributions at end of year2019-09-30$67,295
Participant contributions at beginning of year2019-09-30$48,661
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$249,237
Value of net assets at end of year (total assets less liabilities)2019-09-30$4,682,719
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$4,433,482
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$4,479,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$4,384,821
Interest on participant loans2019-09-30$2,893
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$170,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$226,235
Employer contributions (assets) at end of year2019-09-30$136,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$445,661
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30VAVRINEK, TRINE, DAY , & COMPANY LL
Accountancy firm EIN2019-09-30952648289
2018 : 403(B) THRIFT PLAN FOR GIRL SCOUTS OF ORANGE COUNTY 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$850,148
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$908,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$908,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$505,770
Value of total assets at end of year2018-09-30$4,433,482
Value of total assets at beginning of year2018-09-30$4,491,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$0
Total interest from all sources2018-09-30$3,049
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Was this plan covered by a fidelity bond2018-09-30No
If this is an individual account plan, was there a blackout period2018-09-30No
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$285,386
Participant contributions at end of year2018-09-30$48,661
Participant contributions at beginning of year2018-09-30$51,445
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$-57,897
Value of net assets at end of year (total assets less liabilities)2018-09-30$4,433,482
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$4,491,379
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$4,253,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$4,302,912
Interest on participant loans2018-09-30$3,049
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$341,329
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$220,384
Employer contributions (assets) at end of year2018-09-30$131,327
Employer contributions (assets) at beginning of year2018-09-30$137,022
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$908,045
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30VAVRINEK, TRINE, DAY & COMPANY, LLP
Accountancy firm EIN2018-09-30952648289
2017 : 403(B) THRIFT PLAN FOR GIRL SCOUTS OF ORANGE COUNTY 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$924,332
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$397,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$397,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$455,180
Value of total assets at end of year2017-09-30$4,491,379
Value of total assets at beginning of year2017-09-30$3,964,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$0
Total interest from all sources2017-09-30$466
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Was this plan covered by a fidelity bond2017-09-30No
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$238,770
Participant contributions at end of year2017-09-30$51,445
Participant contributions at beginning of year2017-09-30$12,010
Participant contributions at beginning of year2017-09-30$9,613
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$453
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-09-30$149
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$526,605
Value of net assets at end of year (total assets less liabilities)2017-09-30$4,491,379
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$3,964,774
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$4,302,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$3,791,509
Interest on participant loans2017-09-30$466
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$468,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$215,957
Employer contributions (assets) at end of year2017-09-30$137,022
Employer contributions (assets) at beginning of year2017-09-30$151,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$397,727
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30VAVRINEK, TRINE, DAY & COMPANY, LLP
Accountancy firm EIN2017-09-30952648289
2016 : 403(B) THRIFT PLAN FOR GIRL SCOUTS OF ORANGE COUNTY 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$775,219
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$418,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$418,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$449,235
Value of total assets at end of year2016-09-30$3,964,774
Value of total assets at beginning of year2016-09-30$3,607,858
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$0
Total interest from all sources2016-09-30$541
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Was this plan covered by a fidelity bond2016-09-30No
If this is an individual account plan, was there a blackout period2016-09-30No
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$220,164
Participant contributions at end of year2016-09-30$12,010
Participant contributions at beginning of year2016-09-30$19,569
Participant contributions at end of year2016-09-30$9,613
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$6,184
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-09-30$149
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$356,916
Value of net assets at end of year (total assets less liabilities)2016-09-30$3,964,774
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$3,607,858
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$3,791,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$3,588,289
Interest on participant loans2016-09-30$541
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$325,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$222,887
Employer contributions (assets) at end of year2016-09-30$151,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$418,303
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30VAVRINEK, TRINE, DAY & COMPANY, LLP
Accountancy firm EIN2016-09-30952648289

Form 5500 Responses for 403(B) THRIFT PLAN FOR GIRL SCOUTS OF ORANGE COUNTY

2021: 403(B) THRIFT PLAN FOR GIRL SCOUTS OF ORANGE COUNTY 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: 403(B) THRIFT PLAN FOR GIRL SCOUTS OF ORANGE COUNTY 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: 403(B) THRIFT PLAN FOR GIRL SCOUTS OF ORANGE COUNTY 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: 403(B) THRIFT PLAN FOR GIRL SCOUTS OF ORANGE COUNTY 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: 403(B) THRIFT PLAN FOR GIRL SCOUTS OF ORANGE COUNTY 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: 403(B) THRIFT PLAN FOR GIRL SCOUTS OF ORANGE COUNTY 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: 403(B) THRIFT PLAN FOR GIRL SCOUTS OF ORANGE COUNTY 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number509841-01
Policy instance 1
Insurance contract or identification number509841-01
Number of Individuals Covered2
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number509841-0
Policy instance 1
Insurance contract or identification number509841-0
Number of Individuals Covered1
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Other information about contractGROUP ANNUITY CONTRACT
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number509841-0
Policy instance 1
Insurance contract or identification number509841-0
Number of Individuals Covered4
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Other information about contractGROUP ANNUITY CONTRACT

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