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BIG BROTHERS BIG SISTERS OF CENTRAL NEW MEXICO 401(K) PLAN 401k Plan overview

Plan NameBIG BROTHERS BIG SISTERS OF CENTRAL NEW MEXICO 401(K) PLAN
Plan identification number 001

BIG BROTHERS BIG SISTERS OF CENTRAL NEW MEXICO 401(K) PLAN 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • 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

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

Company Name:BIG BROTHERS BIG SISTERS OF CENTRAL NEW MEXICO
Employer identification number (EIN):850271207
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BIG BROTHERS BIG SISTERS OF CENTRAL NEW MEXICO 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01SHARON TENORIO2020-10-12
0012018-01-01ALAN WILSON2019-08-05
0012017-01-01ALAN WILSON2018-10-01
0012016-01-01ALAN WILSON2017-10-11
0012015-01-01ANGELA REED PADILLA ANGELA REED PADILLA2016-10-10
0012014-01-01ANGELA REED PADILLA ANGELA REED PADILLA2015-10-08
0012013-01-01ANGELA REED PADILLA ANGELA REED PADILLA2014-10-10
0012012-01-01ANGELA REED PADILLA ANGELA REED PADILLA2013-10-14
0012011-01-01ANGELA REED PADILLA2012-03-01 ANGELA REED PADILLA2012-03-01
0012010-01-01ANGELA REED PADILLA2011-07-22 ANGELA REED PADILLA2011-07-22

Plan Statistics for BIG BROTHERS BIG SISTERS OF CENTRAL NEW MEXICO 401(K) PLAN

401k plan membership statisitcs for BIG BROTHERS BIG SISTERS OF CENTRAL NEW MEXICO 401(K) PLAN

Measure Date Value
2022: BIG BROTHERS BIG SISTERS OF CENTRAL NEW MEXICO 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01111
Total number of active participants reported on line 7a of the Form 55002022-01-0173
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0128
Total of all active and inactive participants2022-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01101
Number of participants with account balances2022-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: BIG BROTHERS BIG SISTERS OF CENTRAL NEW MEXICO 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01121
Total number of active participants reported on line 7a of the Form 55002021-01-0166
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0146
Total of all active and inactive participants2021-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01112
Number of participants with account balances2021-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: BIG BROTHERS BIG SISTERS OF CENTRAL NEW MEXICO 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01126
Total number of active participants reported on line 7a of the Form 55002020-01-0167
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0153
Total of all active and inactive participants2020-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01120
Number of participants with account balances2020-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0113
2015: BIG BROTHERS BIG SISTERS OF CENTRAL NEW MEXICO 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0185
Total number of active participants reported on line 7a of the Form 55002015-01-0164
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0131
Total of all active and inactive participants2015-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0195
Number of participants with account balances2015-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: BIG BROTHERS BIG SISTERS OF CENTRAL NEW MEXICO 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0187
Total number of active participants reported on line 7a of the Form 55002014-01-0159
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0123
Total of all active and inactive participants2014-01-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0182
Number of participants with account balances2014-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: BIG BROTHERS BIG SISTERS OF CENTRAL NEW MEXICO 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0185
Total number of active participants reported on line 7a of the Form 55002013-01-0169
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-0185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0185
Number of participants with account balances2013-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: BIG BROTHERS BIG SISTERS OF CENTRAL NEW MEXICO 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0186
Total number of active participants reported on line 7a of the Form 55002012-01-0167
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0179
Number of participants with account balances2012-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011

Financial Data on BIG BROTHERS BIG SISTERS OF CENTRAL NEW MEXICO 401(K) PLAN

Measure Date Value
2022 : BIG BROTHERS BIG SISTERS OF CENTRAL NEW MEXICO 401(K) PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-114,115
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$163,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$139,907
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$124,963
Value of total assets at end of year2022-12-31$1,215,396
Value of total assets at beginning of year2022-12-31$1,492,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$23,409
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$26,098
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$26,098
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$200,000
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$85,457
Participant contributions at end of year2022-12-31$140
Participant contributions at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$23,409
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-277,431
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,215,396
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,492,827
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,095,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,404,432
Value of interest in common/collective trusts at end of year2022-12-31$33,372
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$47,132
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$52,324
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-265,176
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$39,506
Employer contributions (assets) at end of year2022-12-31$39,506
Employer contributions (assets) at beginning of year2022-12-31$36,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$139,907
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 name2022-12-31LOFTIS & LOVATO GROUP
Accountancy firm EIN2022-12-31843463346
2021 : BIG BROTHERS BIG SISTERS OF CENTRAL NEW MEXICO 401(K) PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$340,535
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$148,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$122,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$114,776
Value of total assets at end of year2021-12-31$1,492,827
Value of total assets at beginning of year2021-12-31$1,301,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$26,147
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$24,377
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$24,377
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$200,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$78,705
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$20
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$26,147
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$191,557
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,492,827
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,301,270
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$1,404,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$678,338
Interest on participant loans2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$584,074
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$52,324
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,782
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$201,382
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$36,071
Employer contributions (assets) at end of year2021-12-31$36,071
Employer contributions (assets) at beginning of year2021-12-31$35,056
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$122,831
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 name2021-12-31LOFTIS & LOVATO GROUP
Accountancy firm EIN2021-12-31843463346
2020 : BIG BROTHERS BIG SISTERS OF CENTRAL NEW MEXICO 401(K) PLAN 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$0
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$275,395
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$171,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$152,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$130,190
Value of total assets at end of year2020-12-31$1,301,270
Value of total assets at beginning of year2020-12-31$1,197,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$19,476
Total interest from all sources2020-12-31$4
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$200,000
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$90,672
Participant contributions at end of year2020-12-31$20
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,462
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$272
Administrative expenses (other) incurred2020-12-31$19,476
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$103,718
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,301,270
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,197,552
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$678,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$582,034
Interest on participant loans2020-12-31$4
Value of interest in common/collective trusts at end of year2020-12-31$584,074
Value of interest in common/collective trusts at beginning of year2020-12-31$600,222
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,782
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$13,070
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$145,201
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$35,056
Employer contributions (assets) at end of year2020-12-31$35,056
Employer contributions (assets) at beginning of year2020-12-31$1,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$152,201
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 name2020-12-31LOFTIS & LOVATO GROUP
Accountancy firm EIN2020-12-31843463346
2015 : BIG BROTHERS BIG SISTERS OF CENTRAL NEW MEXICO 401(K) PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$51
Total income from all sources2015-12-31$98,867
Expenses. Total of all expenses incurred2015-12-31$52,350
Benefits paid (including direct rollovers)2015-12-31$52,185
Total plan assets at end of year2015-12-31$591,956
Total plan assets at beginning of year2015-12-31$545,490
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$55,031
Other income received2015-12-31$-16,893
Net income (gross income less expenses)2015-12-31$46,517
Net plan assets at end of year (total assets less liabilities)2015-12-31$591,956
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$545,439
Total contributions received or receivable from employer(s)2015-12-31$60,729
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$165
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : BIG BROTHERS BIG SISTERS OF CENTRAL NEW MEXICO 401(K) PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$51
Total plan liabilities at beginning of year2014-12-31$1,197
Total income from all sources2014-12-31$71,861
Expenses. Total of all expenses incurred2014-12-31$8,899
Benefits paid (including direct rollovers)2014-12-31$8,899
Total plan assets at end of year2014-12-31$545,490
Total plan assets at beginning of year2014-12-31$483,674
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$53,424
Other income received2014-12-31$18,437
Net income (gross income less expenses)2014-12-31$62,962
Net plan assets at end of year (total assets less liabilities)2014-12-31$545,439
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$482,477
Total contributions received or receivable from employer(s)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : BIG BROTHERS BIG SISTERS OF CENTRAL NEW MEXICO 401(K) PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$1,197
Total plan liabilities at beginning of year2013-12-31$909
Total income from all sources2013-12-31$156,484
Expenses. Total of all expenses incurred2013-12-31$18,458
Benefits paid (including direct rollovers)2013-12-31$18,293
Total plan assets at end of year2013-12-31$483,674
Total plan assets at beginning of year2013-12-31$345,360
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$58,756
Contributions received from other sources (not participants or employers)2013-12-31$11,448
Other income received2013-12-31$54,596
Net income (gross income less expenses)2013-12-31$138,026
Net plan assets at end of year (total assets less liabilities)2013-12-31$482,477
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$344,451
Total contributions received or receivable from employer(s)2013-12-31$31,684
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$165
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : BIG BROTHERS BIG SISTERS OF CENTRAL NEW MEXICO 401(K) PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$909
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$126,101
Expenses. Total of all expenses incurred2012-12-31$65,972
Benefits paid (including direct rollovers)2012-12-31$65,697
Total plan assets at end of year2012-12-31$345,360
Total plan assets at beginning of year2012-12-31$284,322
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$58,608
Contributions received from other sources (not participants or employers)2012-12-31$685
Other income received2012-12-31$25,460
Net income (gross income less expenses)2012-12-31$60,129
Net plan assets at end of year (total assets less liabilities)2012-12-31$344,451
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$284,322
Total contributions received or receivable from employer(s)2012-12-31$41,348
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$275
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0

Form 5500 Responses for BIG BROTHERS BIG SISTERS OF CENTRAL NEW MEXICO 401(K) PLAN

2022: BIG BROTHERS BIG SISTERS OF CENTRAL NEW MEXICO 401(K) PLAN 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BIG BROTHERS BIG SISTERS OF CENTRAL NEW MEXICO 401(K) PLAN 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: BIG BROTHERS BIG SISTERS OF CENTRAL NEW MEXICO 401(K) PLAN 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
2015: BIG BROTHERS BIG SISTERS OF CENTRAL NEW MEXICO 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BIG BROTHERS BIG SISTERS OF CENTRAL NEW MEXICO 401(K) 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: BIG BROTHERS BIG SISTERS OF CENTRAL NEW MEXICO 401(K) 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: BIG BROTHERS BIG SISTERS OF CENTRAL NEW MEXICO 401(K) 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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number501816-01
Policy instance 1
Insurance contract or identification number501816-01
Number of Individuals Covered18
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number501816-01
Policy instance 1
Insurance contract or identification number501816-01
Number of Individuals Covered30
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number501816-01
Policy instance 1
Insurance contract or identification number501816-01
Number of Individuals Covered0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number106125
Policy instance 1
Insurance contract or identification number106125
Number of Individuals Covered58
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,691
Total amount of fees paid to insurance companyUSD $165
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP VARIABLE CONTRACT
Commission paid to Insurance BrokerUSD $2,691
Insurance broker organization code?3
Amount paid for insurance broker fees165
Insurance broker nameRETIREMENT CONSULTANTS, LTD.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number106125
Policy instance 1
Insurance contract or identification number106125
Number of Individuals Covered58
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $2,428
Total amount of fees paid to insurance companyUSD $1,307
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP VARIABLE CONTRACT
Commission paid to Insurance BrokerUSD $2,428
Insurance broker organization code?3
Amount paid for insurance broker fees1307
Additional information about fees paid to insurance brokerADMIN FEES
Insurance broker nameRETIREMENT CONSULTANTS, LTD.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number106125
Policy instance 1
Insurance contract or identification number106125
Number of Individuals Covered55
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,545
Total amount of fees paid to insurance companyUSD $165
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP VARIABLE CONTRACT
Commission paid to Insurance BrokerUSD $1,545
Insurance broker organization code?3
Amount paid for insurance broker fees165
Additional information about fees paid to insurance brokerTPA PROCESSING FEES
Insurance broker nameRETIREMENT CONSULTANTS, LTD.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number106125
Policy instance 1
Insurance contract or identification number106125
Number of Individuals Covered49
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,101
Total amount of fees paid to insurance companyUSD $275
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP VARIABLE CONTRACT
Commission paid to Insurance BrokerUSD $3,101
Insurance broker organization code?3
Amount paid for insurance broker fees275
Additional information about fees paid to insurance brokerTPA PROCESSING FEES
Insurance broker nameRETIREMENT CONSULTANTS, LTD.

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