?>
Logo

THRIFT 403 (B) 401k Plan overview

Plan NameTHRIFT 403 (B)
Plan identification number 001

THRIFT 403 (B) 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)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements 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

OPPORTUNITIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:OPPORTUNITIES, INC.
Employer identification number (EIN):730753941
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01
0012020-10-01
0012019-10-01
0012018-10-01
0012017-10-01
0012016-10-01SHANNON SATTLER
0012015-10-01SHANNON SATTLER
0012014-10-01SHANNON SATTLER
0012013-10-01TERRY DUBBERLY
0012011-10-01TERRY DUBBERLY
0012009-10-01TERRY DUBBERLY
0012009-01-01TERRY DUBBERLY

Plan Statistics for THRIFT 403 (B)

401k plan membership statisitcs for THRIFT 403 (B)

Measure Date Value
2021: THRIFT 403 (B) 2021 401k membership
Total participants, beginning-of-year2021-10-0175
Total number of active participants reported on line 7a of the Form 55002021-10-019
Number of other retired or separated participants entitled to future benefits2021-10-0162
Total of all active and inactive participants2021-10-0171
Total participants2021-10-0171
Number of participants with account balances2021-10-010
2020: THRIFT 403 (B) 2020 401k membership
Total participants, beginning-of-year2020-10-0174
Total number of active participants reported on line 7a of the Form 55002020-10-0110
Number of other retired or separated participants entitled to future benefits2020-10-0164
Total of all active and inactive participants2020-10-0174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-011
Total participants2020-10-0175
Number of participants with account balances2020-10-0175
2019: THRIFT 403 (B) 2019 401k membership
Total participants, beginning-of-year2019-10-0142
Total number of active participants reported on line 7a of the Form 55002019-10-0135
Total of all active and inactive participants2019-10-0135
Total participants2019-10-0135
Number of participants with account balances2019-10-0135
2018: THRIFT 403 (B) 2018 401k membership
Total participants, beginning-of-year2018-10-0153
Total number of active participants reported on line 7a of the Form 55002018-10-0142
Total of all active and inactive participants2018-10-0142
Total participants2018-10-0142
Number of participants with account balances2018-10-0142
2017: THRIFT 403 (B) 2017 401k membership
Total participants, beginning-of-year2017-10-010
Total number of active participants reported on line 7a of the Form 55002017-10-0111
Total of all active and inactive participants2017-10-0111
Total participants2017-10-0111
Number of participants with account balances2017-10-0153
2016: THRIFT 403 (B) 2016 401k membership
Total participants, beginning-of-year2016-10-0157
Total number of active participants reported on line 7a of the Form 55002016-10-0113
Total of all active and inactive participants2016-10-0113
Total participants2016-10-0113
Number of participants with account balances2016-10-0156
2015: THRIFT 403 (B) 2015 401k membership
Total participants, beginning-of-year2015-10-0158
Total number of active participants reported on line 7a of the Form 55002015-10-0111
Number of other retired or separated participants entitled to future benefits2015-10-0146
Total of all active and inactive participants2015-10-0157
Total participants2015-10-0157
Number of participants with account balances2015-10-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-013
2014: THRIFT 403 (B) 2014 401k membership
Total participants, beginning-of-year2014-10-0147
Total number of active participants reported on line 7a of the Form 55002014-10-013
Number of other retired or separated participants entitled to future benefits2014-10-0140
Total of all active and inactive participants2014-10-0143
Total participants2014-10-0143
Number of participants with account balances2014-10-0143
2013: THRIFT 403 (B) 2013 401k membership
Total participants, beginning-of-year2013-10-01108
Total number of active participants reported on line 7a of the Form 55002013-10-0115
Number of other retired or separated participants entitled to future benefits2013-10-0132
Total of all active and inactive participants2013-10-0147
Total participants2013-10-0147
Number of participants with account balances2013-10-0147
2011: THRIFT 403 (B) 2011 401k membership
Total participants, beginning-of-year2011-10-01113
Total number of active participants reported on line 7a of the Form 55002011-10-0199
Number of retired or separated participants receiving benefits2011-10-0111
Total of all active and inactive participants2011-10-01110
Total participants2011-10-01110
Number of participants with account balances2011-10-01110
2009: THRIFT 403 (B) 2009 401k membership
Total participants, beginning-of-year2009-10-01101
Total number of active participants reported on line 7a of the Form 55002009-10-0186
Number of retired or separated participants receiving benefits2009-10-0117
Total of all active and inactive participants2009-10-01103
Total participants2009-10-01103
Total participants, beginning-of-year2009-01-01101
Total number of active participants reported on line 7a of the Form 55002009-01-0186
Number of retired or separated participants receiving benefits2009-01-0117
Total of all active and inactive participants2009-01-01103
Total participants2009-01-01103

Financial Data on THRIFT 403 (B)

Measure Date Value
2022 : THRIFT 403 (B) 2022 401k financial data
Total income from all sources2022-09-30$-166,538
Expenses. Total of all expenses incurred2022-09-30$101,709
Benefits paid (including direct rollovers)2022-09-30$100,783
Total plan assets at end of year2022-09-30$1,172,504
Total plan assets at beginning of year2022-09-30$1,440,751
Total contributions received or receivable from participants2022-09-30$15,921
Expenses. Other expenses not covered elsewhere2022-09-30$926
Other income received2022-09-30$-192,277
Net income (gross income less expenses)2022-09-30$-268,247
Net plan assets at end of year (total assets less liabilities)2022-09-30$1,172,504
Net plan assets at beginning of year (total assets less liabilities)2022-09-30$1,440,751
Total contributions received or receivable from employer(s)2022-09-30$9,818
2021 : THRIFT 403 (B) 2021 401k financial data
Total income from all sources2021-09-30$251,603
Expenses. Total of all expenses incurred2021-09-30$37,586
Benefits paid (including direct rollovers)2021-09-30$36,542
Total plan assets at end of year2021-09-30$1,440,751
Total plan assets at beginning of year2021-09-30$1,226,734
Total contributions received or receivable from participants2021-09-30$19,667
Expenses. Other expenses not covered elsewhere2021-09-30$1,044
Other income received2021-09-30$219,675
Net income (gross income less expenses)2021-09-30$214,017
Net plan assets at end of year (total assets less liabilities)2021-09-30$1,440,751
Net plan assets at beginning of year (total assets less liabilities)2021-09-30$1,226,734
Total contributions received or receivable from employer(s)2021-09-30$12,261
2020 : THRIFT 403 (B) 2020 401k financial data
Total income from all sources2020-09-30$128,430
Expenses. Total of all expenses incurred2020-09-30$245,700
Benefits paid (including direct rollovers)2020-09-30$244,615
Total plan assets at end of year2020-09-30$1,249,891
Total plan assets at beginning of year2020-09-30$1,367,161
Total contributions received or receivable from participants2020-09-30$19,763
Contributions received from other sources (not participants or employers)2020-09-30$94,429
Net income (gross income less expenses)2020-09-30$-117,270
Net plan assets at end of year (total assets less liabilities)2020-09-30$1,249,891
Net plan assets at beginning of year (total assets less liabilities)2020-09-30$1,367,161
Total contributions received or receivable from employer(s)2020-09-30$14,238
Expenses. Administrative service providers (salaries,fees and commissions)2020-09-30$1,085
2019 : THRIFT 403 (B) 2019 401k financial data
Total income from all sources2019-09-30$46,225
Expenses. Total of all expenses incurred2019-09-30$173,517
Benefits paid (including direct rollovers)2019-09-30$169,989
Total plan assets at end of year2019-09-30$1,359,687
Total plan assets at beginning of year2019-09-30$1,486,979
Value of fidelity bond covering the plan2019-09-30$500,000
Total contributions received or receivable from participants2019-09-30$17,330
Expenses. Other expenses not covered elsewhere2019-09-30$2,406
Other income received2019-09-30$15,031
Net income (gross income less expenses)2019-09-30$-127,292
Net plan assets at end of year (total assets less liabilities)2019-09-30$1,359,687
Net plan assets at beginning of year (total assets less liabilities)2019-09-30$1,486,979
Total contributions received or receivable from employer(s)2019-09-30$13,864
Expenses. Administrative service providers (salaries,fees and commissions)2019-09-30$1,122
2017 : THRIFT 403 (B) 2017 401k financial data
Total income from all sources2017-09-30$169,432
Expenses. Total of all expenses incurred2017-09-30$345,646
Benefits paid (including direct rollovers)2017-09-30$344,417
Total plan assets at end of year2017-09-30$1,564,617
Total plan assets at beginning of year2017-09-30$1,740,831
Value of fidelity bond covering the plan2017-09-30$500,000
Total contributions received or receivable from participants2017-09-30$12,719
Other income received2017-09-30$145,104
Net income (gross income less expenses)2017-09-30$-176,214
Net plan assets at end of year (total assets less liabilities)2017-09-30$1,564,617
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$1,740,831
Total contributions received or receivable from employer(s)2017-09-30$11,609
Expenses. Administrative service providers (salaries,fees and commissions)2017-09-30$1,229
2016 : THRIFT 403 (B) 2016 401k financial data
Total income from all sources2016-09-30$129,932
Expenses. Total of all expenses incurred2016-09-30$244,735
Benefits paid (including direct rollovers)2016-09-30$243,295
Total plan assets at end of year2016-09-30$1,740,183
Total plan assets at beginning of year2016-09-30$1,854,986
Value of fidelity bond covering the plan2016-09-30$500,000
Total contributions received or receivable from participants2016-09-30$9,807
Other income received2016-09-30$111,274
Net income (gross income less expenses)2016-09-30$-114,803
Net plan assets at end of year (total assets less liabilities)2016-09-30$1,740,183
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$1,854,986
Total contributions received or receivable from employer(s)2016-09-30$8,851
Expenses. Administrative service providers (salaries,fees and commissions)2016-09-30$1,440
2015 : THRIFT 403 (B) 2015 401k financial data
Total income from all sources2015-09-30$233,026
Expenses. Total of all expenses incurred2015-09-30$594,299
Benefits paid (including direct rollovers)2015-09-30$593,409
Total plan assets at end of year2015-09-30$1,854,986
Total plan assets at beginning of year2015-09-30$2,216,259
Value of fidelity bond covering the plan2015-09-30$500,000
Total contributions received or receivable from participants2015-09-30$207,727
Other income received2015-09-30$15,554
Net income (gross income less expenses)2015-09-30$-361,273
Net plan assets at end of year (total assets less liabilities)2015-09-30$1,854,986
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$2,216,259
Assets. Value of participant loans2015-09-30$20,143
Total contributions received or receivable from employer(s)2015-09-30$9,745
Expenses. Administrative service providers (salaries,fees and commissions)2015-09-30$890
2014 : THRIFT 403 (B) 2014 401k financial data
Total income from all sources2014-09-30$382,755
Expenses. Total of all expenses incurred2014-09-30$394,402
Benefits paid (including direct rollovers)2014-09-30$385,709
Total plan assets at end of year2014-09-30$2,216,259
Total plan assets at beginning of year2014-09-30$2,227,906
Value of fidelity bond covering the plan2014-09-30$500,000
Total contributions received or receivable from participants2014-09-30$103,634
Contributions received from other sources (not participants or employers)2014-09-30$56,457
Other income received2014-09-30$142,777
Net income (gross income less expenses)2014-09-30$-11,647
Net plan assets at end of year (total assets less liabilities)2014-09-30$2,216,259
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$2,227,906
Assets. Value of participant loans2014-09-30$7,692
Total contributions received or receivable from employer(s)2014-09-30$79,887
Expenses. Administrative service providers (salaries,fees and commissions)2014-09-30$8,693
2012 : THRIFT 403 (B) 2012 401k financial data
Total income from all sources2012-09-30$250,223
Expenses. Total of all expenses incurred2012-09-30$125,594
Benefits paid (including direct rollovers)2012-09-30$125,594
Total plan assets at end of year2012-09-30$2,037,722
Total plan assets at beginning of year2012-09-30$1,913,093
Value of fidelity bond covering the plan2012-09-30$500,000
Total contributions received or receivable from participants2012-09-30$95,887
Other income received2012-09-30$81,445
Net income (gross income less expenses)2012-09-30$124,629
Net plan assets at end of year (total assets less liabilities)2012-09-30$2,037,722
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$1,913,093
Assets. Value of participant loans2012-09-30$35,366
Total contributions received or receivable from employer(s)2012-09-30$72,891
2011 : THRIFT 403 (B) 2011 401k financial data
Total plan liabilities at end of year2011-09-30$0
Total plan liabilities at beginning of year2011-09-30$0
Total income from all sources2011-09-30$174,256
Expenses. Total of all expenses incurred2011-09-30$147,637
Benefits paid (including direct rollovers)2011-09-30$147,637
Total plan assets at end of year2011-09-30$1,913,093
Total plan assets at beginning of year2011-09-30$1,886,474
Value of fidelity bond covering the plan2011-09-30$500,000
Total contributions received or receivable from participants2011-09-30$95,925
Other income received2011-09-30$9,571
Net income (gross income less expenses)2011-09-30$26,619
Net plan assets at end of year (total assets less liabilities)2011-09-30$1,913,093
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$1,886,474
Assets. Value of participant loans2011-09-30$56,766
Total contributions received or receivable from employer(s)2011-09-30$68,760
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0

Form 5500 Responses for THRIFT 403 (B)

2021: THRIFT 403 (B) 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan benefit arrangement – InsuranceYes
2020: THRIFT 403 (B) 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan benefit arrangement – InsuranceYes
2019: THRIFT 403 (B) 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan benefit arrangement – InsuranceYes
2018: THRIFT 403 (B) 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan benefit arrangement – InsuranceYes
2017: THRIFT 403 (B) 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan benefit arrangement – InsuranceYes
2016: THRIFT 403 (B) 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan benefit arrangement – InsuranceYes
2015: THRIFT 403 (B) 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan benefit arrangement – InsuranceYes
2014: THRIFT 403 (B) 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan benefit arrangement – InsuranceYes
2013: THRIFT 403 (B) 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan benefit arrangement – InsuranceYes
2011: THRIFT 403 (B) 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan benefit arrangement – InsuranceYes
2009: THRIFT 403 (B) 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedYes
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan benefit arrangement – InsuranceYes
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 – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number075573
Policy instance 2
Insurance contract or identification number075573
Number of Individuals Covered24
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059092-G
Policy instance 1
Insurance contract or identification number059092-G
Number of Individuals Covered47
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of fees paid to insurance companyUSD $28
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees28
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number075573
Policy instance 2
Insurance contract or identification number075573
Number of Individuals Covered25
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059092-G
Policy instance 1
Insurance contract or identification number059092-G
Number of Individuals Covered50
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of fees paid to insurance companyUSD $28
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees28
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number075573
Policy instance 2
Insurance contract or identification number075573
Number of Individuals Covered25
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059092-G
Policy instance 1
Insurance contract or identification number059092-G
Number of Individuals Covered10
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number075573
Policy instance 2
Insurance contract or identification number075573
Number of Individuals Covered30
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059092-G
Policy instance 1
Insurance contract or identification number059092-G
Number of Individuals Covered12
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number075573
Policy instance 2
Insurance contract or identification number075573
Number of Individuals Covered32
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059092-G
Policy instance 1
Insurance contract or identification number059092-G
Number of Individuals Covered11
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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