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TAX DEFERRED ANNUITY PLAN OF BIG BROTHERS BIG SISTERS OF SAN DIEGO COUNTY, INC 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF BIG BROTHERS BIG SISTERS OF SAN DIEGO COUNTY, INC
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF BIG BROTHERS BIG SISTERS OF SAN DIEGO COUNTY, 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

BIG BROTHERS BIG SISTERS OF SAN DIE GO COUNTY, INC. has sponsored the creation of one or more 401k plans.

Company Name:BIG BROTHERS BIG SISTERS OF SAN DIE GO COUNTY, INC.
Employer identification number (EIN):952151526
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF BIG BROTHERS BIG SISTERS OF SAN DIEGO COUNTY, INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01RENEE PATEY2024-08-05
0012022-01-01RENEE PATEY2023-07-14
0012021-01-01RENEE PATEY2022-07-22
0012020-01-01MARY TUCCI2021-05-05
0012019-01-01MARY TUCCI2020-06-25
0012018-01-01REBECCA ZACHARDA2019-05-09
0012017-01-01REBECCA ZACHARDA2018-05-24 REBECCA ZACHARDA2018-05-24
0012017-01-01REBECCA ZACHARDA2018-05-24 REBECCA ZACHARDA2018-05-24
0012017-01-01REBECCA ZACHARDA2018-05-24 REBECCA ZACHARDA2018-05-24
0012016-01-01REBECCA ZACHARDA2017-05-01 REBECCA ZACHARDA2017-05-01
0012015-01-01RHEA MATTHEWS2016-07-20 RHEA MATTHEWS2016-07-20
0012014-01-01RHEA MATTHEWS2015-07-28 RHEA MATTHEWS2015-07-28
0012013-01-01RHEA MATTHEWS2014-07-02 RHEA MATTHEWS2014-07-02
0012012-01-01RHEA MATTHEWS2013-07-11 RHEA MATTHEWS2013-07-11
0012011-01-01JAYNE BRENNAN2012-07-19 JAYNE BRENNAN2012-07-19
0012010-01-01JAYNE BRENNAN2011-07-25 JAYNE BRENNAN2011-07-25

Financial Data on TAX DEFERRED ANNUITY PLAN OF BIG BROTHERS BIG SISTERS OF SAN DIEGO COUNTY, INC

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF BIG BROTHERS BIG SISTERS OF SAN DIEGO COUNTY, INC 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-020
Total liabilities as of the end of the plan year2025-09-020
Total liabilities as of the beginning of the plan year2025-09-020
Total expenses incurred by plan in this plan year2025-09-0237701
Net assets as of the end of the plan year2025-09-02534434
Total assets as of the beginning of the plan year2025-09-02423901
Value of plan covered by a fidelity bond2025-09-02500000
Participant contributions to plan in this plan year2025-09-0269298
Other expenses paid from plan in this plan year2025-09-020
Other contributions to plan in this plan year2025-09-020
Other income to plan in this plan year2025-09-0256576
Plan net income in this plan year2025-09-02110533
Net assets as of the end of the plan year2025-09-02534434
Net assets as of the beginning of the plan year2025-09-02423901
Employer contributions to plan in this plan year2025-09-0222360
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-02140
2024 : TAX DEFERRED ANNUITY PLAN OF BIG BROTHERS BIG SISTERS OF SAN DIEGO COUNTY, INC 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-050
Total liabilities as of the end of the plan year2024-08-050
Total liabilities as of the beginning of the plan year2024-08-050
Total expenses incurred by plan in this plan year2024-08-052678
Net assets as of the end of the plan year2024-08-05423901
Total assets as of the beginning of the plan year2024-08-05274958
Value of plan covered by a fidelity bond2024-08-05500000
Participant contributions to plan in this plan year2024-08-0576417
Other expenses paid from plan in this plan year2024-08-050
Other contributions to plan in this plan year2024-08-050
Other income to plan in this plan year2024-08-0550443
Plan net income in this plan year2024-08-05148943
Net assets as of the end of the plan year2024-08-05423901
Net assets as of the beginning of the plan year2024-08-05274958
Employer contributions to plan in this plan year2024-08-0524761
Fees paid to broker by Benefit Provider2024-08-05147
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-0563
2022 : TAX DEFERRED ANNUITY PLAN OF BIG BROTHERS BIG SISTERS OF SAN DIEGO COUNTY, INC 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-220
Total liabilities as of the end of the plan year2022-07-220
Total liabilities as of the beginning of the plan year2022-07-220
Total expenses incurred by plan in this plan year2022-07-2233539
Net assets as of the end of the plan year2022-07-22223807
Total assets as of the beginning of the plan year2022-07-22183907
Value of plan covered by a fidelity bond2022-07-22500000
Participant contributions to plan in this plan year2022-07-2232641
Other expenses paid from plan in this plan year2022-07-22118
Other contributions to plan in this plan year2022-07-221368
Other income to plan in this plan year2022-07-2226477
Plan net income in this plan year2022-07-2239900
Net assets as of the end of the plan year2022-07-22223807
Net assets as of the beginning of the plan year2022-07-22183907
Employer contributions to plan in this plan year2022-07-2212953
Fees paid to broker by Benefit Provider2022-07-2280

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