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SONH 403(B) 401k Plan overview

Plan NameSONH 403(B)
Plan identification number 001

SONH 403(B) Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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)(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.
  • 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

SPECIAL OLYMPICS NEW HAMPSHIRE INC has sponsored the creation of one or more 401k plans.

Company Name:SPECIAL OLYMPICS NEW HAMPSHIRE INC
Employer identification number (EIN):237207522
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SONH 403(B)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MARY CONROY2024-09-03
0012022-01-01MARY CONROY2023-06-26 MARY CONROY2023-06-26
0012021-01-01MARY CONROY2022-05-27 MARY CONROY2022-05-27
0012020-01-01MARY CONROY2021-07-23 MARY CONROY2021-07-23
0012019-01-01MARY CONROY2020-09-30 MARY CONROY2020-09-30
0012018-01-01MARY CONROY2019-10-10 MARY CONROY2019-10-10
0012017-01-01MARY CONROY2018-10-10 MARY CONROY2018-10-10
0012016-01-01MARY CONROY2017-10-03 MARY CONROY2017-10-03
0012015-01-01MARY CONROY2016-07-28
0012014-01-01MARY CONROY2015-07-08
0012013-01-01MARY CONROY2014-07-31
0012012-01-01NANCY JORDAN2013-08-22 MARY CONROY2013-08-22
0012011-01-01NANCY JORDAN2012-06-29
0012010-01-01NANCY JORDAN2011-06-15

Plan Statistics for SONH 403(B)

401k plan membership statisitcs for SONH 403(B)

Measure Date Value
2025: SONH 403(B) 2025 401k membership
Total number of particpants at beginning of year2025-09-1754
Total number of particpants at end of year2025-09-1752
Number of Participants With Account Balances2025-09-1750
2024: SONH 403(B) 2024 401k membership
Total number of particpants at beginning of year2024-09-0346
Total number of particpants at end of year2024-09-0354
Number of Participants With Account Balances2024-09-0350
2022: SONH 403(B) 2022 401k membership
Total number of particpants at beginning of year2022-05-2735
Total number of particpants at end of year2022-05-2741
Number of Participants With Account Balances2022-05-2738

Financial Data on SONH 403(B)

Measure Date Value
2025 : SONH 403(B) 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-09-170
Total expenses incurred by plan in this plan year2025-09-17135508
Net assets as of the end of the plan year2025-09-172158285
Total assets as of the beginning of the plan year2025-09-171841785
Value of plan covered by a fidelity bond2025-09-17215829
Participant contributions to plan in this plan year2025-09-17144928
Other contributions to plan in this plan year2025-09-1721137
Other income to plan in this plan year2025-09-17199340
Plan net income in this plan year2025-09-17316500
Net assets as of the end of the plan year2025-09-172158285
Net assets as of the beginning of the plan year2025-09-171841785
Employer contributions to plan in this plan year2025-09-1786603
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-1722212
2024 : SONH 403(B) 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-030
Total liabilities as of the end of the plan year2024-09-030
Total liabilities as of the beginning of the plan year2024-09-030
Total expenses incurred by plan in this plan year2024-09-0368424
Net assets as of the end of the plan year2024-09-031841785
Total assets as of the beginning of the plan year2024-09-031364453
Value of plan covered by a fidelity bond2024-09-03184179
Participant contributions to plan in this plan year2024-09-03126357
Other expenses paid from plan in this plan year2024-09-030
Other contributions to plan in this plan year2024-09-03140137
Other income to plan in this plan year2024-09-03205009
Plan net income in this plan year2024-09-03477332
Net assets as of the end of the plan year2024-09-031841785
Net assets as of the beginning of the plan year2024-09-031364453
Employer contributions to plan in this plan year2024-09-0374253
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-0317656
2022 : SONH 403(B) 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-270
Total liabilities as of the end of the plan year2022-05-2731
Total liabilities as of the beginning of the plan year2022-05-270
Total expenses incurred by plan in this plan year2022-05-2733455
Net assets as of the end of the plan year2022-05-271416750
Total assets as of the beginning of the plan year2022-05-271164568
Value of plan covered by a fidelity bond2022-05-27141675
Participant contributions to plan in this plan year2022-05-2783494
Value of participant loans at end of plan year2022-05-2720492
Other expenses paid from plan in this plan year2022-05-270
Other contributions to plan in this plan year2022-05-270
Other income to plan in this plan year2022-05-27154422
Plan net income in this plan year2022-05-27252151
Net assets as of the end of the plan year2022-05-271416719
Net assets as of the beginning of the plan year2022-05-271164568
Employer contributions to plan in this plan year2022-05-2747690
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-2714276

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