?>
Logo

DAVE THOMAS FOUNDATION FOR ADOPTION 403(B) PLAN 401k Plan overview

Plan NameDAVE THOMAS FOUNDATION FOR ADOPTION 403(B) PLAN
Plan identification number 001

DAVE THOMAS FOUNDATION FOR ADOPTION 403(B) PLAN Benefits

401k Plan TypeDefined 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(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)(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

DAVE THOMAS FOUNDATION FOR ADOPTION 403B PLAN has sponsored the creation of one or more 401k plans.

Company Name:DAVE THOMAS FOUNDATION FOR ADOPTION 403B PLAN
Employer identification number (EIN):311356151
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVE THOMAS FOUNDATION FOR ADOPTION 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01RITA L. SORONEN
0012013-01-01RITA L. SORONEN
0012012-01-01RITA L. SORONEN
0012011-01-01RITA L. SORONEN
0012010-01-01RITA L. SORONEN
0012009-01-01RITA L. SORONEN

Plan Statistics for DAVE THOMAS FOUNDATION FOR ADOPTION 403(B) PLAN

401k plan membership statisitcs for DAVE THOMAS FOUNDATION FOR ADOPTION 403(B) PLAN

Measure Date Value
2014: DAVE THOMAS FOUNDATION FOR ADOPTION 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0118
Total number of active participants reported on line 7a of the Form 55002014-01-0117
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0118
Number of participants with account balances2014-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: DAVE THOMAS FOUNDATION FOR ADOPTION 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0119
Total number of active participants reported on line 7a of the Form 55002013-01-0116
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0118
Number of participants with account balances2013-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DAVE THOMAS FOUNDATION FOR ADOPTION 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0114
Total number of active participants reported on line 7a of the Form 55002012-01-0118
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0119
Number of participants with account balances2012-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DAVE THOMAS FOUNDATION FOR ADOPTION 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0114
Total number of active participants reported on line 7a of the Form 55002011-01-0113
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0114
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: DAVE THOMAS FOUNDATION FOR ADOPTION 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0111
Total number of active participants reported on line 7a of the Form 55002010-01-0113
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0114
Number of participants with account balances2010-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: DAVE THOMAS FOUNDATION FOR ADOPTION 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0111
Total number of active participants reported on line 7a of the Form 55002009-01-0111
Total of all active and inactive participants2009-01-0111
Total participants2009-01-0111
Number of participants with account balances2009-01-0111

Financial Data on DAVE THOMAS FOUNDATION FOR ADOPTION 403(B) PLAN

Measure Date Value
2014 : DAVE THOMAS FOUNDATION FOR ADOPTION 403(B) PLAN 2014 401k financial data
Total income from all sources2014-12-31$191,422
Expenses. Total of all expenses incurred2014-12-31$347,177
Benefits paid (including direct rollovers)2014-12-31$347,177
Total plan assets at end of year2014-12-31$1,119,605
Total plan assets at beginning of year2014-12-31$1,275,360
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$106,151
Other income received2014-12-31$51,972
Net income (gross income less expenses)2014-12-31$-155,755
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,119,605
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,275,360
Total contributions received or receivable from employer(s)2014-12-31$33,299
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : DAVE THOMAS FOUNDATION FOR ADOPTION 403(B) PLAN 2013 401k financial data
Total income from all sources2013-12-31$381,069
Expenses. Total of all expenses incurred2013-12-31$12,346
Benefits paid (including direct rollovers)2013-12-31$12,346
Total plan assets at end of year2013-12-31$1,275,360
Total plan assets at beginning of year2013-12-31$906,637
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$114,804
Other income received2013-12-31$232,504
Net income (gross income less expenses)2013-12-31$368,723
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,275,360
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$906,637
Total contributions received or receivable from employer(s)2013-12-31$33,761
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : DAVE THOMAS FOUNDATION FOR ADOPTION 403(B) PLAN 2012 401k financial data
Total income from all sources2012-12-31$265,287
Expenses. Total of all expenses incurred2012-12-31$288,175
Benefits paid (including direct rollovers)2012-12-31$288,175
Total plan assets at end of year2012-12-31$906,637
Total plan assets at beginning of year2012-12-31$929,525
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$109,443
Other income received2012-12-31$124,834
Net income (gross income less expenses)2012-12-31$-22,888
Net plan assets at end of year (total assets less liabilities)2012-12-31$906,637
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$929,525
Total contributions received or receivable from employer(s)2012-12-31$31,010
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : DAVE THOMAS FOUNDATION FOR ADOPTION 403(B) PLAN 2011 401k financial data
Total income from all sources2011-12-31$98,265
Expenses. Total of all expenses incurred2011-12-31$68,763
Benefits paid (including direct rollovers)2011-12-31$68,763
Total plan assets at end of year2011-12-31$929,525
Total plan assets at beginning of year2011-12-31$900,023
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$113,216
Other income received2011-12-31$-41,894
Net income (gross income less expenses)2011-12-31$29,502
Net plan assets at end of year (total assets less liabilities)2011-12-31$929,525
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$900,023
Total contributions received or receivable from employer(s)2011-12-31$26,943
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : DAVE THOMAS FOUNDATION FOR ADOPTION 403(B) PLAN 2010 401k financial data
Total income from all sources2010-12-31$254,259
Expenses. Total of all expenses incurred2010-12-31$18,440
Benefits paid (including direct rollovers)2010-12-31$18,440
Total plan assets at end of year2010-12-31$900,023
Total plan assets at beginning of year2010-12-31$664,204
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$101,604
Other income received2010-12-31$126,959
Net income (gross income less expenses)2010-12-31$235,819
Net plan assets at end of year (total assets less liabilities)2010-12-31$900,023
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$664,204
Total contributions received or receivable from employer(s)2010-12-31$25,696
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : DAVE THOMAS FOUNDATION FOR ADOPTION 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for DAVE THOMAS FOUNDATION FOR ADOPTION 403(B) PLAN

2014: DAVE THOMAS FOUNDATION FOR ADOPTION 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DAVE THOMAS FOUNDATION FOR ADOPTION 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DAVE THOMAS FOUNDATION FOR ADOPTION 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DAVE THOMAS FOUNDATION FOR ADOPTION 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: DAVE THOMAS FOUNDATION FOR ADOPTION 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: DAVE THOMAS FOUNDATION FOR ADOPTION 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-EJ9R
Policy instance 1
Insurance contract or identification numberGAP-B2-EJ9R
Number of Individuals Covered17
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-EJ9R
Policy instance 1
Insurance contract or identification numberGAP-B2-EJ9R
Number of Individuals Covered16
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $79
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $79
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINVESTMENT
Insurance broker organization code?3
Insurance broker nameCAMBRIDGE INVESTMENT RESEARCH
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-EJ9R
Policy instance 1
Insurance contract or identification numberGAP-B2-EJ9R
Number of Individuals Covered18
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $216
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $216
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINVESTMENT
Insurance broker organization code?3
Insurance broker nameCAMBRIDGE INVESTMENT RESEARCH

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3