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TAX DEFERRED REVENUE 401k Plan overview

Plan NameTAX DEFERRED REVENUE
Plan identification number 002

TAX DEFERRED REVENUE Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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)(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

BIG BROTHERS BIG SISTERS OF AMERICA has sponsored the creation of one or more 401k plans.

Company Name:BIG BROTHERS BIG SISTERS OF AMERICA
Employer identification number (EIN):231365190
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about BIG BROTHERS BIG SISTERS OF AMERICA

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2015-07-24
Company Identification Number: 0802263577
Legal Registered Office Address: 5900 BALCONES DR STE 100

AUSTIN
United States of America (USA)
78731

More information about BIG BROTHERS BIG SISTERS OF AMERICA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED REVENUE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01TIM MIDKIFF2015-10-15
0022014-01-01
0022013-01-01
0022012-01-01TIM MIDKIFF2016-03-29
0022011-01-01STEVE RUBEO

Plan Statistics for TAX DEFERRED REVENUE

401k plan membership statisitcs for TAX DEFERRED REVENUE

Measure Date Value
2011: TAX DEFERRED REVENUE 2011 401k membership
Total participants, beginning-of-year2011-01-0153
Total number of active participants reported on line 7a of the Form 55002011-01-0130
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0127
Total of all active and inactive participants2011-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0157
Number of participants with account balances2011-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
Number of employers contributing to the scheme2011-01-010

Financial Data on TAX DEFERRED REVENUE

Measure Date Value
2011 : TAX DEFERRED REVENUE 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$61,820
Total plan liabilities at beginning of year2011-12-31$42,396
Total income from all sources2011-12-31$520,637
Expenses. Total of all expenses incurred2011-12-31$505,049
Benefits paid (including direct rollovers)2011-12-31$447,352
Total plan assets at end of year2011-12-31$3,230,607
Total plan assets at beginning of year2011-12-31$3,215,018
Total contributions received or receivable from participants2011-12-31$152,233
Expenses. Other expenses not covered elsewhere2011-12-31$57,497
Contributions received from other sources (not participants or employers)2011-12-31$32,044
Other income received2011-12-31$21,753
Noncash contributions received2011-12-31$44,604
Net income (gross income less expenses)2011-12-31$15,588
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,168,787
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,172,622
Assets. Value of participant loans2011-12-31$61,820
Total contributions received or receivable from employer(s)2011-12-31$454,280
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$200

Form 5500 Responses for TAX DEFERRED REVENUE

2011: TAX DEFERRED REVENUE 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number012419IT
Policy instance 1
Insurance contract or identification number012419IT
Number of Individuals Covered57
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $287
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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