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CRISIS TEXT LINE 403(B) TAX SHELTERED ANNUITY 401k Plan overview

Plan NameCRISIS TEXT LINE 403(B) TAX SHELTERED ANNUITY
Plan identification number 004

CRISIS TEXT LINE 403(B) TAX SHELTERED ANNUITY Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

CRISIS TEXT LINE has sponsored the creation of one or more 401k plans.

Company Name:CRISIS TEXT LINE
Employer identification number (EIN):465039599
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CRISIS TEXT LINE 403(B) TAX SHELTERED ANNUITY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01BETTY CALDWELL2020-06-30
0042018-01-01BETTY CALDWELL2019-05-06
0042017-01-01LANCE KESTERSON2018-07-12
0042016-01-01PLAN SPONSOR2017-09-13
0042016-01-01PLAN SPONSOR2017-08-02
0042015-02-01PLAN SPONSOR2016-06-22

Plan Statistics for CRISIS TEXT LINE 403(B) TAX SHELTERED ANNUITY

401k plan membership statisitcs for CRISIS TEXT LINE 403(B) TAX SHELTERED ANNUITY

Measure Date Value
2022: CRISIS TEXT LINE 403(B) TAX SHELTERED ANNUITY 2022 401k membership
Total participants, beginning-of-year2022-01-01216
Total number of active participants reported on line 7a of the Form 55002022-01-01226
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01102
Total of all active and inactive participants2022-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01328
Number of participants with account balances2022-01-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CRISIS TEXT LINE 403(B) TAX SHELTERED ANNUITY 2021 401k membership
Total participants, beginning-of-year2021-01-01165
Total number of active participants reported on line 7a of the Form 55002021-01-01219
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0157
Total of all active and inactive participants2021-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01277
Number of participants with account balances2021-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CRISIS TEXT LINE 403(B) TAX SHELTERED ANNUITY 2020 401k membership
Total participants, beginning-of-year2020-01-01128
Total number of active participants reported on line 7a of the Form 55002020-01-01163
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0130
Total of all active and inactive participants2020-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01194
Number of participants with account balances2020-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010

Financial Data on CRISIS TEXT LINE 403(B) TAX SHELTERED ANNUITY

Measure Date Value
2022 : CRISIS TEXT LINE 403(B) TAX SHELTERED ANNUITY 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,677
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,677
Total income from all sources (including contributions)2022-12-31$810,095
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$760,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$728,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,763,234
Value of total assets at end of year2022-12-31$5,761,510
Value of total assets at beginning of year2022-12-31$5,711,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$31,936
Total interest from all sources2022-12-31$1,658
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$40,561
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$40,561
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,135,933
Participant contributions at end of year2022-12-31$52,554
Participant contributions at beginning of year2022-12-31$24,434
Participant contributions at end of year2022-12-31$71,558
Participant contributions at beginning of year2022-12-31$86,122
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$20,031
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$8,716
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$8,287
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$1,677
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$1,677
Total non interest bearing cash at end of year2022-12-31$26,506
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$49,559
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,759,833
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,710,274
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$31,936
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,536,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,531,462
Interest on participant loans2022-12-31$1,658
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$6,587
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$6,587
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-995,358
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$607,270
Employer contributions (assets) at end of year2022-12-31$65,954
Employer contributions (assets) at beginning of year2022-12-31$55,059
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$728,600
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PLANCHECK CPAS
Accountancy firm EIN2022-12-31842614035
2021 : CRISIS TEXT LINE 403(B) TAX SHELTERED ANNUITY 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,677
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,036
Total income from all sources (including contributions)2021-12-31$3,224,961
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$409,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$399,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,670,297
Value of total assets at end of year2021-12-31$5,711,952
Value of total assets at beginning of year2021-12-31$2,899,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$10,352
Total interest from all sources2021-12-31$19
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$79,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$79,000
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,089,413
Participant contributions at end of year2021-12-31$24,434
Participant contributions at beginning of year2021-12-31$0
Participant contributions at end of year2021-12-31$86,122
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,026,728
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$8,287
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$1,677
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$4,036
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,815,259
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,710,275
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,895,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,531,463
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,895,073
Interest on participant loans2021-12-31$19
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$6,587
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,979
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$475,645
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$554,156
Employer contributions (assets) at end of year2021-12-31$55,059
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$399,350
Contract administrator fees2021-12-31$10,352
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PLANCHECK CPAS
Accountancy firm EIN2021-12-31842614035
2020 : CRISIS TEXT LINE 403(B) TAX SHELTERED ANNUITY 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$4,036
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,475,511
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$271,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$243,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,086,902
Value of total assets at end of year2020-12-31$2,899,052
Value of total assets at beginning of year2020-12-31$1,690,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$28,200
Total interest from all sources2020-12-31$87
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$300,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$634,150
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$193,732
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$2,436
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$4,036
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$28,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,204,298
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,895,016
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,690,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,895,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,688,282
Interest on participant loans2020-12-31$87
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,979
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$388,522
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$259,020
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$243,013
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PLANCHEC(K) CPA, LLC
Accountancy firm EIN2020-12-31842614035

Form 5500 Responses for CRISIS TEXT LINE 403(B) TAX SHELTERED ANNUITY

2022: CRISIS TEXT LINE 403(B) TAX SHELTERED ANNUITY 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CRISIS TEXT LINE 403(B) TAX SHELTERED ANNUITY 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CRISIS TEXT LINE 403(B) TAX SHELTERED ANNUITY 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-D2-JZ9N
Policy instance 1
Insurance contract or identification numberGAP-D2-JZ9N
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
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-D2-JZ9N
Policy instance 1
Insurance contract or identification numberGAP-D2-JZ9N
Number of Individuals Covered4
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
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

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