401k Plan data: 403(B) THRIFT PLAN OF MAKE-A-WISH FOUNDATION OF GREATER LOS ANGELES plan

403(B) THRIFT PLAN OF MAKE-A-WISH FOUNDATION OF GREATER LOS ANGELES 401k Plan overview

Plan Name	403(B) THRIFT PLAN OF MAKE-A-WISH FOUNDATION OF GREATER LOS ANGELES
Plan identification number	002

403(B) THRIFT PLAN OF MAKE-A-WISH FOUNDATION OF GREATER LOS ANGELES Benefits

401k Plan Type

Defined 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

MAKE-A-WISH FOUNDATION OF GREATER L OS ANGELES has sponsored the creation of one or more 401k plans.

Company Name: MAKE-A-WISH FOUNDATION OF GREATER L OS ANGELES

Employer identification number (EIN): 954107024

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF MAKE-A-WISH FOUNDATION OF GREATER LOS ANGELES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-09-01 DAVID SMITH 2024-04-15
002 2021-09-01 MIKE KALLHOFF 2023-03-27
002 2020-09-01 MIKE KALLHOFF 2022-03-30
002 2019-09-01 MIKE KALLHOFF 2021-02-10
002 2017-09-01 MIKE KALLHOFF 2019-02-28
002 2015-09-01 PAULA BOYD 2017-03-27
002 2014-09-01 BEANIE BAINS 2016-04-12 BEANIE BAINS 2016-04-12
002 2013-09-01 ERIC HAPPE 2015-02-12 ERIC HAPPE 2015-02-12
002 2012-09-01 ERIC HAPPE 2014-03-14
002 2011-09-01 ERIC HAPPE 2012-12-14 ERIC HAPPE 2012-12-14
002 2010-09-01 ERIC HAPPE 2012-02-08
002 2008-09-01 ERIC HAPPE RAMIN BASCHSHI 2010-09-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-09-01	DAVID SMITH	2024-04-15
002	2021-09-01	MIKE KALLHOFF	2023-03-27
002	2020-09-01	MIKE KALLHOFF	2022-03-30
002	2019-09-01	MIKE KALLHOFF	2021-02-10
002	2017-09-01	MIKE KALLHOFF	2019-02-28
002	2015-09-01	PAULA BOYD	2017-03-27
002	2014-09-01	BEANIE BAINS	2016-04-12	BEANIE BAINS	2016-04-12
002	2013-09-01	ERIC HAPPE	2015-02-12	ERIC HAPPE	2015-02-12
002	2012-09-01	ERIC HAPPE	2014-03-14
002	2011-09-01	ERIC HAPPE	2012-12-14	ERIC HAPPE	2012-12-14
002	2010-09-01	ERIC HAPPE	2012-02-08
002	2008-09-01	ERIC HAPPE		RAMIN BASCHSHI	2010-09-29

Plan Statistics for 403(B) THRIFT PLAN OF MAKE-A-WISH FOUNDATION OF GREATER LOS ANGELES

401k plan membership statisitcs for 403(B) THRIFT PLAN OF MAKE-A-WISH FOUNDATION OF GREATER LOS ANGELES

Measure Date Value
2025: 403(B) THRIFT PLAN OF MAKE-A-WISH FOUNDATION OF GREATER LOS ANGELES 2025 401k membership
Total number of particpants at beginning of year 2025-06-16 50
Total number of particpants at end of year 2025-06-16 43
Number of Participants With Account Balances 2025-06-16 39

Measure	Date	Value
2025: 403(B) THRIFT PLAN OF MAKE-A-WISH FOUNDATION OF GREATER LOS ANGELES 2025 401k membership
Total number of particpants at beginning of year	2025-06-16	50
Total number of particpants at end of year	2025-06-16	43
Number of Participants With Account Balances	2025-06-16	39

Financial Data on 403(B) THRIFT PLAN OF MAKE-A-WISH FOUNDATION OF GREATER LOS ANGELES

Measure	Date	Value
2025 : 403(B) THRIFT PLAN OF MAKE-A-WISH FOUNDATION OF GREATER LOS ANGELES 2025 401k financial data
Total transfers to/from plan in this plan year	2025-06-16	0
Total liabilities as of the end of the plan year	2025-06-16	0
Total liabilities as of the beginning of the plan year	2025-06-16	0
Total expenses incurred by plan in this plan year	2025-06-16	354353
Net assets as of the end of the plan year	2025-06-16	1369894
Total assets as of the beginning of the plan year	2025-06-16	1379076
Value of plan covered by a fidelity bond	2025-06-16	265000
Participant contributions to plan in this plan year	2025-06-16	77426
Other expenses paid from plan in this plan year	2025-06-16	0
Other contributions to plan in this plan year	2025-06-16	15173
Other income to plan in this plan year	2025-06-16	227538
Plan net income in this plan year	2025-06-16	-9182
Net assets as of the end of the plan year	2025-06-16	1369894
Net assets as of the beginning of the plan year	2025-06-16	1379076
Employer contributions to plan in this plan year	2025-06-16	25034
Expensese paid to adminstrative service provicers from plan in this plan year	2025-06-16	129

Form 5500 Responses for 403(B) THRIFT PLAN OF MAKE-A-WISH FOUNDATION OF GREATER LOS ANGELES

2008: 403(B) THRIFT PLAN OF MAKE-A-WISH FOUNDATION OF GREATER LOS ANGELES 2008 form 5500 responses
2008-09-01	Type of plan entity	Single employer plan
2008-09-01	Submission has been amended	No
2008-09-01	This submission is the final filing	No
2008-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-09-01	Plan is a collectively bargained plan	No

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	MAKE-A-WISH FOUNDATION OF GREATER L OS ANGELES
Employer identification number (EIN):	954107024
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations