401k Plan data: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN plan

RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan Name	RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN
Plan identification number	001

RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
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

RISE....FOR BABY AND FAMILY has sponsored the creation of one or more 401k plans.

Company Name: RISE....FOR BABY AND FAMILY

Employer identification number (EIN): 020270147

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-07-01 ALICIA DEAVER 2022-04-13 ALICIA DEAVER 2022-04-13
001 2019-07-01
001 2018-07-01
001 2017-07-01
001 2016-07-01 TONI ELLSWORTH 2018-01-17
001 2015-07-01 TONI ELLSWORTH 2016-12-19
001 2014-07-01 TONI ELLSWORTH 2016-01-05
001 2013-07-01 TONI ELLSWORTH 2014-08-28
001 2012-07-01 TONI ELLSWORTH 2013-12-06
001 2011-07-01 TONI ELLSWORTH 2012-12-05
001 2010-07-01 TONI ELLSWORTH 2011-11-18
001 2008-07-01 TONI ELLSWORTH, EXECUTIVE DIRECTOR
001 2007-07-01 TONI ELLSWORTH, EXECUTIVE DIRECTOR
001 2006-07-01 TONI ELLSWORTH, EXECUTIVE DIRECTOR
001 2005-07-01 TONI ELLSWORTH, EXECUTIVE DIRECTOR
001 2004-07-01 TONI ELLSWORTH, EXECUTIVE DIRECTOR
001 2003-07-01 TONI ELLSWORTH, EXECUTIVE DIRECTOR
001 2002-07-01 TONI ELLSWORTH, EXECUTIVE DIRECTOR
001 2001-07-01 TONI ELLSWORTH, EXECUTIVE DIRECTOR
001 2000-07-01 TONI ELLSWORTH, EXECUTIVE DIRECTOR
001 1999-07-01 TONI ELLSWORTH, EXECUTIVE DIRECTOR
001 1998-07-01 TONI ELLSWORTH, EXECUTIVE DIRECTOR
001 1997-07-01 TONI ELLSWORTH, EXECUTIVE DIRECTOR
001 1996-07-01 TONI ELLSWORTH, EXECUTIVE DIRECTOR
001 1995-07-01 TONI ELLSWORTH, EXECUTIVE DIRECTOR
001 1994-07-01 TONI ELLSWORTH, EXECUTIVE DIRECTOR
001 1993-07-01 TONI ELLSWORTH, EXECUTIVE DIRECTOR
001 1992-07-01 TONI ELLSWORTH, EXECUTIVE DIRECTOR
001 1992-04-01 TONI ELLSWORTH, EXECUTIVE DIRECTOR

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-07-01	ALICIA DEAVER	2022-04-13	ALICIA DEAVER	2022-04-13
001	2019-07-01
001	2018-07-01
001	2017-07-01
001	2016-07-01	TONI ELLSWORTH	2018-01-17
001	2015-07-01	TONI ELLSWORTH	2016-12-19
001	2014-07-01	TONI ELLSWORTH	2016-01-05
001	2013-07-01	TONI ELLSWORTH	2014-08-28
001	2012-07-01	TONI ELLSWORTH	2013-12-06
001	2011-07-01	TONI ELLSWORTH	2012-12-05
001	2010-07-01	TONI ELLSWORTH	2011-11-18
001	2008-07-01	TONI ELLSWORTH, EXECUTIVE DIRECTOR
001	2007-07-01	TONI ELLSWORTH, EXECUTIVE DIRECTOR
001	2006-07-01	TONI ELLSWORTH, EXECUTIVE DIRECTOR
001	2005-07-01	TONI ELLSWORTH, EXECUTIVE DIRECTOR
001	2004-07-01	TONI ELLSWORTH, EXECUTIVE DIRECTOR
001	2003-07-01	TONI ELLSWORTH, EXECUTIVE DIRECTOR
001	2002-07-01	TONI ELLSWORTH, EXECUTIVE DIRECTOR
001	2001-07-01	TONI ELLSWORTH, EXECUTIVE DIRECTOR
001	2000-07-01	TONI ELLSWORTH, EXECUTIVE DIRECTOR
001	1999-07-01	TONI ELLSWORTH, EXECUTIVE DIRECTOR
001	1998-07-01	TONI ELLSWORTH, EXECUTIVE DIRECTOR
001	1997-07-01	TONI ELLSWORTH, EXECUTIVE DIRECTOR
001	1996-07-01	TONI ELLSWORTH, EXECUTIVE DIRECTOR
001	1995-07-01	TONI ELLSWORTH, EXECUTIVE DIRECTOR
001	1994-07-01	TONI ELLSWORTH, EXECUTIVE DIRECTOR
001	1993-07-01	TONI ELLSWORTH, EXECUTIVE DIRECTOR
001	1992-07-01	TONI ELLSWORTH, EXECUTIVE DIRECTOR
001	1992-04-01	TONI ELLSWORTH, EXECUTIVE DIRECTOR

Plan Statistics for RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN

Measure Date Value
2025: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-05-16 31
Total number of particpants at end of year 2025-05-16 35
Number of Participants With Account Balances 2025-05-16 35
2008: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 2008 401k membership
Total participants, beginning-of-year 2008-07-01 0
Total of all active and inactive participants 2008-07-01 0
Total participants 2008-07-01 0
2007: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 2007 401k membership
Total participants, beginning-of-year 2007-07-01 0
Total of all active and inactive participants 2007-07-01 0
Total participants 2007-07-01 0
2006: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 2006 401k membership
Total participants, beginning-of-year 2006-07-01 0
Total of all active and inactive participants 2006-07-01 0
Total participants 2006-07-01 0
2005: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 2005 401k membership
Total participants, beginning-of-year 2005-07-01 0
Total of all active and inactive participants 2005-07-01 0
Total participants 2005-07-01 0
2004: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 2004 401k membership
Total participants, beginning-of-year 2004-07-01 0
Total of all active and inactive participants 2004-07-01 0
Total participants 2004-07-01 0
2003: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 2003 401k membership
Total participants, beginning-of-year 2003-07-01 0
Total of all active and inactive participants 2003-07-01 0
Total participants 2003-07-01 0
2002: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 2002 401k membership
Total participants, beginning-of-year 2002-07-01 0
Total of all active and inactive participants 2002-07-01 0
Total participants 2002-07-01 0
2001: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 2001 401k membership
Total participants, beginning-of-year 2001-07-01 0
Total of all active and inactive participants 2001-07-01 0
Total participants 2001-07-01 0
2000: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 2000 401k membership
Total participants, beginning-of-year 2000-07-01 0
Total of all active and inactive participants 2000-07-01 0
Total participants 2000-07-01 0
1999: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 1999 401k membership
Total participants, beginning-of-year 1999-07-01 0
Total of all active and inactive participants 1999-07-01 0
Total participants 1999-07-01 0
1998: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 1998 401k membership
Total participants, beginning-of-year 1998-07-01 0
Total of all active and inactive participants 1998-07-01 0
Total participants 1998-07-01 0
1997: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 1997 401k membership
Total participants, beginning-of-year 1997-07-01 0
Total of all active and inactive participants 1997-07-01 0
Total participants 1997-07-01 0
1996: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 1996 401k membership
Total participants, beginning-of-year 1996-07-01 0
Total of all active and inactive participants 1996-07-01 0
Total participants 1996-07-01 0
1995: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 1995 401k membership
Total participants, beginning-of-year 1995-07-01 0
Total of all active and inactive participants 1995-07-01 0
Total participants 1995-07-01 0
1994: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 1994 401k membership
Total participants, beginning-of-year 1994-07-01 0
Total of all active and inactive participants 1994-07-01 0
Total participants 1994-07-01 0
1993: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 1993 401k membership
Total participants, beginning-of-year 1993-07-01 0
Total of all active and inactive participants 1993-07-01 0
Total participants 1993-07-01 0
1992: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 1992 401k membership
Total participants, beginning-of-year 1992-07-01 0
Total of all active and inactive participants 1992-07-01 0
Total participants 1992-07-01 0
Total participants, beginning-of-year 1992-04-01 0
Total of all active and inactive participants 1992-04-01 0
Total participants 1992-04-01 0

Measure	Date	Value
2025: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-05-16	31
Total number of particpants at end of year	2025-05-16	35
Number of Participants With Account Balances	2025-05-16	35
2008: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 2008 401k membership
Total participants, beginning-of-year	2008-07-01	0
Total of all active and inactive participants	2008-07-01	0
Total participants	2008-07-01	0
2007: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 2007 401k membership
Total participants, beginning-of-year	2007-07-01	0
Total of all active and inactive participants	2007-07-01	0
Total participants	2007-07-01	0
2006: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 2006 401k membership
Total participants, beginning-of-year	2006-07-01	0
Total of all active and inactive participants	2006-07-01	0
Total participants	2006-07-01	0
2005: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 2005 401k membership
Total participants, beginning-of-year	2005-07-01	0
Total of all active and inactive participants	2005-07-01	0
Total participants	2005-07-01	0
2004: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 2004 401k membership
Total participants, beginning-of-year	2004-07-01	0
Total of all active and inactive participants	2004-07-01	0
Total participants	2004-07-01	0
2003: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 2003 401k membership
Total participants, beginning-of-year	2003-07-01	0
Total of all active and inactive participants	2003-07-01	0
Total participants	2003-07-01	0
2002: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 2002 401k membership
Total participants, beginning-of-year	2002-07-01	0
Total of all active and inactive participants	2002-07-01	0
Total participants	2002-07-01	0
2001: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 2001 401k membership
Total participants, beginning-of-year	2001-07-01	0
Total of all active and inactive participants	2001-07-01	0
Total participants	2001-07-01	0
2000: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 2000 401k membership
Total participants, beginning-of-year	2000-07-01	0
Total of all active and inactive participants	2000-07-01	0
Total participants	2000-07-01	0
1999: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 1999 401k membership
Total participants, beginning-of-year	1999-07-01	0
Total of all active and inactive participants	1999-07-01	0
Total participants	1999-07-01	0
1998: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 1998 401k membership
Total participants, beginning-of-year	1998-07-01	0
Total of all active and inactive participants	1998-07-01	0
Total participants	1998-07-01	0
1997: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 1997 401k membership
Total participants, beginning-of-year	1997-07-01	0
Total of all active and inactive participants	1997-07-01	0
Total participants	1997-07-01	0
1996: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 1996 401k membership
Total participants, beginning-of-year	1996-07-01	0
Total of all active and inactive participants	1996-07-01	0
Total participants	1996-07-01	0
1995: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 1995 401k membership
Total participants, beginning-of-year	1995-07-01	0
Total of all active and inactive participants	1995-07-01	0
Total participants	1995-07-01	0
1994: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 1994 401k membership
Total participants, beginning-of-year	1994-07-01	0
Total of all active and inactive participants	1994-07-01	0
Total participants	1994-07-01	0
1993: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 1993 401k membership
Total participants, beginning-of-year	1993-07-01	0
Total of all active and inactive participants	1993-07-01	0
Total participants	1993-07-01	0
1992: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 1992 401k membership
Total participants, beginning-of-year	1992-07-01	0
Total of all active and inactive participants	1992-07-01	0
Total participants	1992-07-01	0
Total participants, beginning-of-year	1992-04-01	0
Total of all active and inactive participants	1992-04-01	0
Total participants	1992-04-01	0

Financial Data on RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN

Measure	Date	Value
2025 : RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 2025 401k financial data
Total liabilities as of the end of the plan year	2025-05-16	0
Total liabilities as of the beginning of the plan year	2025-05-16	0
Total expenses incurred by plan in this plan year	2025-05-16	1422
Net assets as of the end of the plan year	2025-05-16	432665
Total assets as of the beginning of the plan year	2025-05-16	428859
Value of plan covered by a fidelity bond	2025-05-16	110000
Participant contributions to plan in this plan year	2025-05-16	9568
Other expenses paid from plan in this plan year	2025-05-16	1422
Other income to plan in this plan year	2025-05-16	-34378
Plan net income in this plan year	2025-05-16	3806
Net assets as of the end of the plan year	2025-05-16	432665
Net assets as of the beginning of the plan year	2025-05-16	428859
Employer contributions to plan in this plan year	2025-05-16	30038
Fees paid to broker by Benefit Provider	2025-05-16	1422

Form 5500 Responses for RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN

2008: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 2008 form 5500 responses
2008-07-01	Type of plan entity	Single employer plan
2008-07-01	Submission has been amended	No
2008-07-01	This submission is the final filing	No
2008-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-07-01	Plan is a collectively bargained plan	No
2007: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 2007 form 5500 responses
2007-07-01	Type of plan entity	Single employer plan
2007-07-01	Submission has been amended	No
2007-07-01	This submission is the final filing	No
2007-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-07-01	Plan is a collectively bargained plan	No
2006: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 2006 form 5500 responses
2006-07-01	Type of plan entity	Single employer plan
2006-07-01	Submission has been amended	No
2006-07-01	This submission is the final filing	No
2006-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-07-01	Plan is a collectively bargained plan	No
2005: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 2005 form 5500 responses
2005-07-01	Type of plan entity	Single employer plan
2005-07-01	Submission has been amended	No
2005-07-01	This submission is the final filing	No
2005-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2005-07-01	Plan is a collectively bargained plan	No
2004: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 2004 form 5500 responses
2004-07-01	Type of plan entity	Single employer plan
2004-07-01	Submission has been amended	No
2004-07-01	This submission is the final filing	No
2004-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2004-07-01	Plan is a collectively bargained plan	No
2003: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 2003 form 5500 responses
2003-07-01	Type of plan entity	Single employer plan
2003-07-01	Submission has been amended	No
2003-07-01	This submission is the final filing	No
2003-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2003-07-01	Plan is a collectively bargained plan	No
2002: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 2002 form 5500 responses
2002-07-01	Type of plan entity	Single employer plan
2002-07-01	Submission has been amended	No
2002-07-01	This submission is the final filing	No
2002-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2002-07-01	Plan is a collectively bargained plan	No
2001: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 2001 form 5500 responses
2001-07-01	Type of plan entity	Single employer plan
2001-07-01	Submission has been amended	No
2001-07-01	This submission is the final filing	No
2001-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2001-07-01	Plan is a collectively bargained plan	No
2000: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 2000 form 5500 responses
2000-07-01	Type of plan entity	Single employer plan
2000-07-01	Submission has been amended	No
2000-07-01	This submission is the final filing	No
2000-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2000-07-01	Plan is a collectively bargained plan	No
1999: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 1999 form 5500 responses
1999-07-01	Type of plan entity	Single employer plan
1999-07-01	Submission has been amended	No
1999-07-01	This submission is the final filing	No
1999-07-01	This return/report is a short plan year return/report (less than 12 months)	No
1999-07-01	Plan is a collectively bargained plan	No
1998: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 1998 form 5500 responses
1998-07-01	Type of plan entity	Single employer plan
1998-07-01	Submission has been amended	No
1998-07-01	This submission is the final filing	No
1998-07-01	This return/report is a short plan year return/report (less than 12 months)	No
1998-07-01	Plan is a collectively bargained plan	No
1997: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 1997 form 5500 responses
1997-07-01	Type of plan entity	Single employer plan
1997-07-01	Submission has been amended	No
1997-07-01	This submission is the final filing	No
1997-07-01	This return/report is a short plan year return/report (less than 12 months)	No
1997-07-01	Plan is a collectively bargained plan	No
1996: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 1996 form 5500 responses
1996-07-01	Type of plan entity	Single employer plan
1996-07-01	Submission has been amended	No
1996-07-01	This submission is the final filing	No
1996-07-01	This return/report is a short plan year return/report (less than 12 months)	No
1996-07-01	Plan is a collectively bargained plan	No
1995: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 1995 form 5500 responses
1995-07-01	Type of plan entity	Single employer plan
1995-07-01	Submission has been amended	No
1995-07-01	This submission is the final filing	No
1995-07-01	This return/report is a short plan year return/report (less than 12 months)	No
1995-07-01	Plan is a collectively bargained plan	No
1994: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 1994 form 5500 responses
1994-07-01	Type of plan entity	Single employer plan
1994-07-01	Submission has been amended	No
1994-07-01	This submission is the final filing	No
1994-07-01	This return/report is a short plan year return/report (less than 12 months)	No
1994-07-01	Plan is a collectively bargained plan	No
1993: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 1993 form 5500 responses
1993-07-01	Type of plan entity	Single employer plan
1993-07-01	Submission has been amended	No
1993-07-01	This submission is the final filing	No
1993-07-01	This return/report is a short plan year return/report (less than 12 months)	No
1993-07-01	Plan is a collectively bargained plan	No
1992: RISE....FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN 1992 form 5500 responses
1992-07-01	Type of plan entity	Single employer plan
1992-07-01	Submission has been amended	No
1992-07-01	This submission is the final filing	No
1992-07-01	This return/report is a short plan year return/report (less than 12 months)	No
1992-07-01	Plan is a collectively bargained plan	No
1992-04-01	Type of plan entity	Single employer plan
1992-04-01	First time form 5500 has been submitted	Yes
1992-04-01	Submission has been amended	No
1992-04-01	This submission is the final filing	No
1992-04-01	This return/report is a short plan year return/report (less than 12 months)	Yes
1992-04-01	Plan is a collectively bargained plan	No

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Company Name:	RISE....FOR BABY AND FAMILY
Employer identification number (EIN):	020270147
NAIC Classification:	624100
NAIC Description:	Individual and Family Services