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403(B) THRIFT PLAN OF FRIENDS OF BALLONA WETLANDS 401k Plan overview

Plan Name403(B) THRIFT PLAN OF FRIENDS OF BALLONA WETLANDS
Plan identification number 001

403(B) THRIFT PLAN OF FRIENDS OF BALLONA WETLANDS Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

Friends of Ballona Wetlands has sponsored the creation of one or more 401k plans.

Company Name:Friends of Ballona Wetlands
Employer identification number (EIN):953264072
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about Friends of Ballona Wetlands

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0965316

More information about Friends of Ballona Wetlands

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF FRIENDS OF BALLONA WETLANDS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DANI HSIA2024-09-19
0012022-01-01DANI HSIA2023-06-15
0012021-01-01DANI HSIA2022-10-24
0012020-01-01DANI HSIA2021-07-29
0012020-01-01DANI HSIA2021-07-29
0012020-01-01DANI HSIA2021-07-29

Financial Data on 403(B) THRIFT PLAN OF FRIENDS OF BALLONA WETLANDS

Measure Date Value
2025 : 403(B) THRIFT PLAN OF FRIENDS OF BALLONA WETLANDS 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-060
Total liabilities as of the end of the plan year2025-08-060
Total liabilities as of the beginning of the plan year2025-08-060
Total expenses incurred by plan in this plan year2025-08-060
Net assets as of the end of the plan year2025-08-0653469
Total assets as of the beginning of the plan year2025-08-0640377
Value of plan covered by a fidelity bond2025-08-0610000
Participant contributions to plan in this plan year2025-08-067061
Other expenses paid from plan in this plan year2025-08-060
Other contributions to plan in this plan year2025-08-060
Other income to plan in this plan year2025-08-066031
Plan net income in this plan year2025-08-0613092
Net assets as of the end of the plan year2025-08-0653469
Net assets as of the beginning of the plan year2025-08-0640377
Employer contributions to plan in this plan year2025-08-060
Fees paid to broker by Benefit Provider2025-08-065
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-060
2024 : 403(B) THRIFT PLAN OF FRIENDS OF BALLONA WETLANDS 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-190
Total liabilities as of the end of the plan year2024-09-190
Total liabilities as of the beginning of the plan year2024-09-190
Total expenses incurred by plan in this plan year2024-09-190
Net assets as of the end of the plan year2024-09-1940377
Total assets as of the beginning of the plan year2024-09-1923276
Value of plan covered by a fidelity bond2024-09-1910000
Participant contributions to plan in this plan year2024-09-1911574
Other expenses paid from plan in this plan year2024-09-190
Other contributions to plan in this plan year2024-09-190
Other income to plan in this plan year2024-09-195527
Plan net income in this plan year2024-09-1917101
Net assets as of the end of the plan year2024-09-1940377
Net assets as of the beginning of the plan year2024-09-1923276
Employer contributions to plan in this plan year2024-09-190
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-190
2022 : 403(B) THRIFT PLAN OF FRIENDS OF BALLONA WETLANDS 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-240
Total liabilities as of the end of the plan year2022-10-240
Total liabilities as of the beginning of the plan year2022-10-240
Total expenses incurred by plan in this plan year2022-10-240
Net assets as of the end of the plan year2022-10-2412538
Total assets as of the beginning of the plan year2022-10-243117
Value of plan covered by a fidelity bond2022-10-2410000
Participant contributions to plan in this plan year2022-10-248279
Other expenses paid from plan in this plan year2022-10-240
Other contributions to plan in this plan year2022-10-240
Other income to plan in this plan year2022-10-241142
Plan net income in this plan year2022-10-249421
Net assets as of the end of the plan year2022-10-2412538
Net assets as of the beginning of the plan year2022-10-243117
Employer contributions to plan in this plan year2022-10-240

Potentially related plans

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