401k Plan data: MAKE-A-WISH FOUNDATION OF ARIZONA, INC. 403(B) PLAN plan

MAKE-A-WISH FOUNDATION OF ARIZONA, INC. 403(B) PLAN 401k Plan overview

Plan Name	MAKE-A-WISH FOUNDATION OF ARIZONA, INC. 403(B) PLAN
Plan identification number	001

MAKE-A-WISH FOUNDATION OF ARIZONA, INC. 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

MAKE-A-WISH FOUNDATION OF ARIZONA, INC. has sponsored the creation of one or more 401k plans.

Company Name: MAKE-A-WISH FOUNDATION OF ARIZONA, INC.

Employer identification number (EIN): 860409636

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MAKE-A-WISH FOUNDATION OF ARIZONA, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 PAULA MITCHELL PAULA MITCHELL 2013-11-08
001 2012-01-01 PAULA MITCHELL PAULA MITCHELL 2013-07-19
001 2011-01-01 LAURA MITCHELL LAURA MITCHELL 2012-09-29
001 2009-01-01 LAURA MITCHELL LAURA MITCHELL 2010-07-26

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	PAULA MITCHELL	PAULA MITCHELL	2013-11-08
001	2012-01-01	PAULA MITCHELL	PAULA MITCHELL	2013-07-19
001	2011-01-01	LAURA MITCHELL	LAURA MITCHELL	2012-09-29
001	2009-01-01	LAURA MITCHELL	LAURA MITCHELL	2010-07-26

Plan Statistics for MAKE-A-WISH FOUNDATION OF ARIZONA, INC. 403(B) PLAN

401k plan membership statisitcs for MAKE-A-WISH FOUNDATION OF ARIZONA, INC. 403(B) PLAN

Measure Date Value
2013: MAKE-A-WISH FOUNDATION OF ARIZONA, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: MAKE-A-WISH FOUNDATION OF ARIZONA, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 17
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 4
Total of all active and inactive participants 2012-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 21
Number of participants with account balances 2012-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MAKE-A-WISH FOUNDATION OF ARIZONA, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 19
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 4
Total of all active and inactive participants 2011-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 23
Number of participants with account balances 2011-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: MAKE-A-WISH FOUNDATION OF ARIZONA, INC. 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 11
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 13
Number of participants with account balances 2009-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: MAKE-A-WISH FOUNDATION OF ARIZONA, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: MAKE-A-WISH FOUNDATION OF ARIZONA, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	17
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	4
Total of all active and inactive participants	2012-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	21
Number of participants with account balances	2012-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MAKE-A-WISH FOUNDATION OF ARIZONA, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	19
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	4
Total of all active and inactive participants	2011-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	23
Number of participants with account balances	2011-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: MAKE-A-WISH FOUNDATION OF ARIZONA, INC. 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	11
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	13
Number of participants with account balances	2009-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MAKE-A-WISH FOUNDATION OF ARIZONA, INC. 403(B) PLAN

Measure	Date	Value
2013 : MAKE-A-WISH FOUNDATION OF ARIZONA, INC. 403(B) PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-10-31	$0
Total plan liabilities at beginning of year	2013-10-31	$0
Total income from all sources	2013-10-31	$21,329
Expenses. Total of all expenses incurred	2013-10-31	$291,604
Benefits paid (including direct rollovers)	2013-10-31	$290,521
Total plan assets at end of year	2013-10-31	$0
Total plan assets at beginning of year	2013-10-31	$270,275
Total contributions received or receivable from participants	2013-10-31	$5,753
Other income received	2013-10-31	$13,438
Net income (gross income less expenses)	2013-10-31	$-270,275
Net plan assets at end of year (total assets less liabilities)	2013-10-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2013-10-31	$270,275
Total contributions received or receivable from employer(s)	2013-10-31	$2,138
Expenses. Administrative service providers (salaries,fees and commissions)	2013-10-31	$1,083
2012 : MAKE-A-WISH FOUNDATION OF ARIZONA, INC. 403(B) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$95,386
Expenses. Total of all expenses incurred	2012-12-31	$29,013
Benefits paid (including direct rollovers)	2012-12-31	$28,345
Total plan assets at end of year	2012-12-31	$270,275
Total plan assets at beginning of year	2012-12-31	$203,902
Total contributions received or receivable from participants	2012-12-31	$53,668
Other income received	2012-12-31	$16,866
Net income (gross income less expenses)	2012-12-31	$66,373
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$270,275
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$203,902
Total contributions received or receivable from employer(s)	2012-12-31	$24,852
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$668
2011 : MAKE-A-WISH FOUNDATION OF ARIZONA, INC. 403(B) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$80,013
Expenses. Total of all expenses incurred	2011-12-31	$7,639
Benefits paid (including direct rollovers)	2011-12-31	$7,285
Total plan assets at end of year	2011-12-31	$203,902
Total plan assets at beginning of year	2011-12-31	$131,528
Total contributions received or receivable from participants	2011-12-31	$62,207
Contributions received from other sources (not participants or employers)	2011-12-31	$8,942
Other income received	2011-12-31	$-13,794
Net income (gross income less expenses)	2011-12-31	$72,374
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$203,902
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$131,528
Total contributions received or receivable from employer(s)	2011-12-31	$22,658
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$354
2010 : MAKE-A-WISH FOUNDATION OF ARIZONA, INC. 403(B) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$85,207
Expenses. Total of all expenses incurred	2010-12-31	$24,808
Benefits paid (including direct rollovers)	2010-12-31	$24,483
Total plan assets at end of year	2010-12-31	$131,528
Total plan assets at beginning of year	2010-12-31	$71,129
Total contributions received or receivable from participants	2010-12-31	$48,394
Contributions received from other sources (not participants or employers)	2010-12-31	$8,852
Other income received	2010-12-31	$7,878
Net income (gross income less expenses)	2010-12-31	$60,399
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$131,528
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$71,129
Total contributions received or receivable from employer(s)	2010-12-31	$20,083
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$325

Form 5500 Responses for MAKE-A-WISH FOUNDATION OF ARIZONA, INC. 403(B) PLAN

2013: MAKE-A-WISH FOUNDATION OF ARIZONA, INC. 403(B) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MAKE-A-WISH FOUNDATION OF ARIZONA, INC. 403(B) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MAKE-A-WISH FOUNDATION OF ARIZONA, INC. 403(B) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: MAKE-A-WISH FOUNDATION OF ARIZONA, INC. 403(B) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MAKE-A-WISH FOUNDATION OF ARIZONA, INC.
Employer identification number (EIN):	860409636
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations