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TAX DEFERRED ANNUITY PLAN OF GIRL SCOUTS OF WESTERN WASHINGTON 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF GIRL SCOUTS OF WESTERN WASHINGTON
Plan identification number 003

TAX DEFERRED ANNUITY PLAN OF GIRL SCOUTS OF WESTERN WASHINGTON 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 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

GIRL SCOUTS OF WESTERN WASHINGTON has sponsored the creation of one or more 401k plans.

Company Name:GIRL SCOUTS OF WESTERN WASHINGTON
Employer identification number (EIN):916060940
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about GIRL SCOUTS OF WESTERN WASHINGTON

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1964-01-22
Company Identification Number: 601080755
Legal Registered Office Address: 5601 6TH AVE S STE 150

SEATTLE
United States of America (USA)
981082556

More information about GIRL SCOUTS OF WESTERN WASHINGTON

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF GIRL SCOUTS OF WESTERN WASHINGTON

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-10-01
0032020-10-01
0032019-10-01
0032019-10-01
0032019-10-01
0032018-10-01
0032018-10-01
0032018-10-01
0032018-10-01
0032017-10-01DOUGLAS I KIMURA DOUGLAS I KIMURA2018-07-13
0032017-10-01
0032017-10-01
0032017-10-01
0032017-10-01
0032017-10-01
0032016-10-01DOUGLAS KIMURA DOUGLAS KIMURA2018-07-16
0032015-10-01DOUGLAS KIMURA2017-01-19
0032014-10-01DOUG KIMURA2016-06-30 DOUG KIMURA2016-06-30
0032014-01-01DOUGLAS KIMURA2017-01-19
0032013-01-01DOUGLAS KIMURA2014-05-21
0032012-01-01DOUGLAS KIMURA2014-05-21
0032011-01-01DOUGLAS I KIMURA2012-07-31
0032010-01-01DOUG KIMURA2011-07-14 DOUG KIMURA2011-07-14

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF GIRL SCOUTS OF WESTERN WASHINGTON

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF GIRL SCOUTS OF WESTERN WASHINGTON

Measure Date Value
2021: TAX DEFERRED ANNUITY PLAN OF GIRL SCOUTS OF WESTERN WASHINGTON 2021 401k membership
Total participants, beginning-of-year2021-10-01203
Total number of active participants reported on line 7a of the Form 55002021-10-01126
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-01107
Total of all active and inactive participants2021-10-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-01233
Number of participants with account balances2021-10-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-014
2020: TAX DEFERRED ANNUITY PLAN OF GIRL SCOUTS OF WESTERN WASHINGTON 2020 401k membership
Total participants, beginning-of-year2020-10-01202
Total number of active participants reported on line 7a of the Form 55002020-10-0185
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-01118
Total of all active and inactive participants2020-10-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-01203
Number of participants with account balances2020-10-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-013
2019: TAX DEFERRED ANNUITY PLAN OF GIRL SCOUTS OF WESTERN WASHINGTON 2019 401k membership
Total participants, beginning-of-year2019-10-01139
Total number of active participants reported on line 7a of the Form 55002019-10-0189
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-01113
Total of all active and inactive participants2019-10-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-01202
Number of participants with account balances2019-10-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-0112
2018: TAX DEFERRED ANNUITY PLAN OF GIRL SCOUTS OF WESTERN WASHINGTON 2018 401k membership
Total participants, beginning-of-year2018-10-01139
Total number of active participants reported on line 7a of the Form 55002018-10-0163
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-0176
Total of all active and inactive participants2018-10-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-01139
Number of participants with account balances2018-10-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-016
2017: TAX DEFERRED ANNUITY PLAN OF GIRL SCOUTS OF WESTERN WASHINGTON 2017 401k membership
Total participants, beginning-of-year2017-10-01117
Total number of active participants reported on line 7a of the Form 55002017-10-0179
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-0159
Total of all active and inactive participants2017-10-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01138
Number of participants with account balances2017-10-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-012
2016: TAX DEFERRED ANNUITY PLAN OF GIRL SCOUTS OF WESTERN WASHINGTON 2016 401k membership
Total participants, beginning-of-year2016-10-01117
Total number of active participants reported on line 7a of the Form 55002016-10-0179
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-0159
Total of all active and inactive participants2016-10-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01138
Number of participants with account balances2016-10-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-012

Financial Data on TAX DEFERRED ANNUITY PLAN OF GIRL SCOUTS OF WESTERN WASHINGTON

Measure Date Value
2022 : TAX DEFERRED ANNUITY PLAN OF GIRL SCOUTS OF WESTERN WASHINGTON 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-09-30$0
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total transfer of assets to this plan2022-09-30$22,715
Total transfer of assets from this plan2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-2,155,777
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$357,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$356,993
Expenses. Certain deemed distributions of participant loans2022-09-30$0
Value of total corrective distributions2022-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$311,682
Value of total assets at end of year2022-09-30$2,198,496
Value of total assets at beginning of year2022-09-30$4,688,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$356
Total interest from all sources2022-09-30$1,030
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$0
Assets. Real estate other than employer real property at end of year2022-09-30$0
Assets. Real estate other than employer real property at beginning of year2022-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-09-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-09-30$0
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$1,000,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$259,418
Participant contributions at end of year2022-09-30$0
Participant contributions at beginning of year2022-09-30$0
Participant contributions at end of year2022-09-30$0
Participant contributions at beginning of year2022-09-30$0
Assets. Other investments not covered elsewhere at end of year2022-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2022-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-09-30$0
Assets. Loans (other than to participants) at end of year2022-09-30$0
Assets. Loans (other than to participants) at beginning of year2022-09-30$0
Other income not declared elsewhere2022-09-30$0
Administrative expenses (other) incurred2022-09-30$356
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Income. Non cash contributions2022-09-30$0
Value of net income/loss2022-09-30$-2,513,126
Value of net assets at end of year (total assets less liabilities)2022-09-30$2,198,496
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$4,688,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Assets. partnership/joint venture interests at end of year2022-09-30$0
Assets. partnership/joint venture interests at beginning of year2022-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$1,942,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$4,331,112
Value of interest in pooled separate accounts at end of year2022-09-30$0
Value of interest in pooled separate accounts at beginning of year2022-09-30$0
Interest on participant loans2022-09-30$0
Income. Interest from loans (other than to participants)2022-09-30$0
Interest earned on other investments2022-09-30$1,030
Income. Interest from US Government securities2022-09-30$0
Income. Interest from corporate debt instruments2022-09-30$0
Value of interest in master investment trust accounts at end of year2022-09-30$0
Value of interest in master investment trust accounts at beginning of year2022-09-30$0
Value of interest in common/collective trusts at end of year2022-09-30$0
Value of interest in common/collective trusts at beginning of year2022-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-09-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-09-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-09-30$0
Assets. Value of investments in 103.12 investment entities at end of year2022-09-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-09-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-09-30$256,046
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$357,795
Expenses. Payments to insurance carriers foe the provision of benefits2022-09-30$0
Asset value of US Government securities at end of year2022-09-30$0
Asset value of US Government securities at beginning of year2022-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$0
Net investment gain/loss from pooled separate accounts2022-09-30$-2,468,489
Net investment gain or loss from common/collective trusts2022-09-30$0
Net gain/loss from 103.12 investment entities2022-09-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$52,264
Employer contributions (assets) at end of year2022-09-30$0
Employer contributions (assets) at beginning of year2022-09-30$0
Income. Dividends from preferred stock2022-09-30$0
Income. Dividends from common stock2022-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$356,993
Asset. Corporate debt instrument preferred debt at end of year2022-09-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-09-30$0
Asset. Corporate debt instrument debt (other) at end of year2022-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-09-30$0
Assets. Corporate common stocks other than exployer securities at end of year2022-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-09-30$0
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Aggregate proceeds on sale of assets2022-09-30$0
Aggregate carrying amount (costs) on sale of assets2022-09-30$0
2021 : TAX DEFERRED ANNUITY PLAN OF GIRL SCOUTS OF WESTERN WASHINGTON 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$1,377,045
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$880,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$879,734
Expenses. Certain deemed distributions of participant loans2021-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$468,284
Value of total assets at end of year2021-09-30$4,688,907
Value of total assets at beginning of year2021-09-30$4,192,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$873
Total interest from all sources2021-09-30$6,183
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$1,000,000
If this is an individual account plan, was there a blackout period2021-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$260,790
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$166,077
Other income not declared elsewhere2021-09-30$0
Administrative expenses (other) incurred2021-09-30$873
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$496,438
Value of net assets at end of year (total assets less liabilities)2021-09-30$4,688,907
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$4,192,469
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$4,331,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$3,643,749
Interest on participant loans2021-09-30$0
Interest earned on other investments2021-09-30$6,183
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-30$357,795
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-30$548,720
Expenses. Payments to insurance carriers foe the provision of benefits2021-09-30$0
Net investment gain/loss from pooled separate accounts2021-09-30$902,578
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$41,417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$879,734
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Disclaimer
2020 : TAX DEFERRED ANNUITY PLAN OF GIRL SCOUTS OF WESTERN WASHINGTON 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$803,717
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$235,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$234,291
Expenses. Certain deemed distributions of participant loans2020-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$410,926
Value of total assets at end of year2020-09-30$4,251,496
Value of total assets at beginning of year2020-09-30$3,677,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$894
Total interest from all sources2020-09-30$9,424
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Was this plan covered by a fidelity bond2020-09-30No
Value of fidelity bond cover2020-09-30$1,000,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$271,374
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$55,172
Other income not declared elsewhere2020-09-30$4,884
Administrative expenses (other) incurred2020-09-30$894
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$568,532
Value of net assets at end of year (total assets less liabilities)2020-09-30$4,251,496
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$3,677,717
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$3,643,749
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$3,064,102
Interest on participant loans2020-09-30$0
Interest earned on other investments2020-09-30$9,424
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$548,720
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$559,835
Expenses. Payments to insurance carriers foe the provision of benefits2020-09-30$0
Net investment gain/loss from pooled separate accounts2020-09-30$378,483
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30Yes
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$84,380
Employer contributions (assets) at end of year2020-09-30$59,027
Employer contributions (assets) at beginning of year2020-09-30$53,780
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$234,291
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30CLARK NUMBER, P.S.
Accountancy firm EIN2020-09-30911194016
2019 : TAX DEFERRED ANNUITY PLAN OF GIRL SCOUTS OF WESTERN WASHINGTON 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$439,098
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$183,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$182,955
Expenses. Certain deemed distributions of participant loans2019-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$363,314
Value of total assets at end of year2019-09-30$3,682,964
Value of total assets at beginning of year2019-09-30$3,427,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$863
Total interest from all sources2019-09-30$11,151
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$1,000,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$299,543
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$4,744
Other income not declared elsewhere2019-09-30$0
Administrative expenses (other) incurred2019-09-30$863
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$255,280
Value of net assets at end of year (total assets less liabilities)2019-09-30$3,682,964
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$3,427,684
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$3,064,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$2,836,163
Interest on participant loans2019-09-30$0
Interest earned on other investments2019-09-30$11,151
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$559,835
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$537,741
Expenses. Payments to insurance carriers foe the provision of benefits2019-09-30$0
Net investment gain/loss from pooled separate accounts2019-09-30$64,633
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30Yes
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$59,027
Employer contributions (assets) at end of year2019-09-30$59,027
Employer contributions (assets) at beginning of year2019-09-30$53,780
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$182,955
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30CLARK NUBER, P.S.
Accountancy firm EIN2019-09-30911194016
2018 : TAX DEFERRED ANNUITY PLAN OF GIRL SCOUTS OF WESTERN WASHINGTON 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$648,685
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$64,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$63,926
Expenses. Certain deemed distributions of participant loans2018-09-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$368,130
Value of total assets at end of year2018-09-30$3,373,904
Value of total assets at beginning of year2018-09-30$2,789,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$900
Total interest from all sources2018-09-30$8,485
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$0
Transfers to/from the plan2018-09-30$0
Total plan liabilities at end of year2018-09-30$0
Total plan liabilities at beginning of year2018-09-30$0
Total income from all sources2018-09-30$595,594
Expenses. Total of all expenses incurred2018-09-30$5,992
Benefits paid (including direct rollovers)2018-09-30$5,130
Total plan assets at end of year2018-09-30$2,789,390
Total plan assets at beginning of year2018-09-30$2,199,788
Value of fidelity bond covering the plan2018-09-30$1,000,000
Total contributions received or receivable from participants2018-09-30$240,450
Expenses. Other expenses not covered elsewhere2018-09-30$862
Contributions received from other sources (not participants or employers)2018-09-30$81,626
Other income received2018-09-30$273,518
Net income (gross income less expenses)2018-09-30$589,602
Net plan assets at end of year (total assets less liabilities)2018-09-30$2,789,390
Net plan assets at beginning of year (total assets less liabilities)2018-09-30$2,199,788
Total contributions received or receivable from employer(s)2018-09-30$0
Value of certain deemed distributions of participant loans2018-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Was this plan covered by a fidelity bond2018-09-30No
Value of fidelity bond cover2018-09-30$1,000,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$251,044
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$0
Other income not declared elsewhere2018-09-30$0
Administrative expenses (other) incurred2018-09-30$900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$583,859
Value of net assets at end of year (total assets less liabilities)2018-09-30$3,373,904
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$2,789,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$2,836,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$2,316,500
Interest on participant loans2018-09-30$0
Interest earned on other investments2018-09-30$8,485
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$537,741
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$472,890
Expenses. Payments to insurance carriers foe the provision of benefits2018-09-30$0
Net investment gain/loss from pooled separate accounts2018-09-30$272,070
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$117,086
Employer contributions (assets) at end of year2018-09-30$53,780
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$63,926
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30CLARK NUBER, PS
Accountancy firm EIN2018-09-30911194016
2017 : TAX DEFERRED ANNUITY PLAN OF GIRL SCOUTS OF WESTERN WASHINGTON 2017 401k financial data
Total income from all sources2017-09-30$595,594
Expenses. Total of all expenses incurred2017-09-30$5,992
Benefits paid (including direct rollovers)2017-09-30$5,130
Total plan assets at end of year2017-09-30$2,789,390
Total plan assets at beginning of year2017-09-30$2,199,788
Value of fidelity bond covering the plan2017-09-30$1,000,000
Total contributions received or receivable from participants2017-09-30$240,450
Expenses. Other expenses not covered elsewhere2017-09-30$862
Contributions received from other sources (not participants or employers)2017-09-30$81,626
Other income received2017-09-30$7,827
Noncash contributions received2017-09-30$265,691
Net income (gross income less expenses)2017-09-30$589,602
Net plan assets at end of year (total assets less liabilities)2017-09-30$2,789,390
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$2,199,788

Form 5500 Responses for TAX DEFERRED ANNUITY PLAN OF GIRL SCOUTS OF WESTERN WASHINGTON

2021: TAX DEFERRED ANNUITY PLAN OF GIRL SCOUTS OF WESTERN WASHINGTON 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan benefit arrangement – InsuranceYes
2020: TAX DEFERRED ANNUITY PLAN OF GIRL SCOUTS OF WESTERN WASHINGTON 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan benefit arrangement – InsuranceYes
2019: TAX DEFERRED ANNUITY PLAN OF GIRL SCOUTS OF WESTERN WASHINGTON 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedYes
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan benefit arrangement – InsuranceYes
2018: TAX DEFERRED ANNUITY PLAN OF GIRL SCOUTS OF WESTERN WASHINGTON 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedYes
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan benefit arrangement – InsuranceYes
2017: TAX DEFERRED ANNUITY PLAN OF GIRL SCOUTS OF WESTERN WASHINGTON 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan benefit arrangement – InsuranceYes
2016: TAX DEFERRED ANNUITY PLAN OF GIRL SCOUTS OF WESTERN WASHINGTON 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number069685G
Policy instance 1
Insurance contract or identification number069685G
Number of Individuals Covered233
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $808
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 Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees808
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number069685G
Policy instance 1
Insurance contract or identification number069685G
Number of Individuals Covered203
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $677
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 Administration1
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?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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number069685G
Policy instance 1
Insurance contract or identification number069685G
Number of Individuals Covered202
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,274
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 Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1274
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number069685G
Policy instance 1
Insurance contract or identification number069685G
Number of Individuals Covered139
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,411
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 Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1411
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number069685G
Policy instance 1
Insurance contract or identification number069685G
Number of Individuals Covered138
Insurance policy start date2016-10-01
Insurance policy end date2017-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $608
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 Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees608
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameSEATTLE REGIONAL OFFICE

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