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WILLIAM H. DONNER FOUNDATION 403(B) TDA PLAN 401k Plan overview

Plan NameWILLIAM H. DONNER FOUNDATION 403(B) TDA PLAN
Plan identification number 002

WILLIAM H. DONNER FOUNDATION 403(B) TDA PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

WILLIAM H DONNER FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM H DONNER FOUNDATION
Employer identification number (EIN):231611346
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM H. DONNER FOUNDATION 403(B) TDA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01WILLIAM T. ALPERT
0022011-01-01WILLIAM T. ALPERT
0022009-01-01WILLIAM T. ALPERT

Plan Statistics for WILLIAM H. DONNER FOUNDATION 403(B) TDA PLAN

401k plan membership statisitcs for WILLIAM H. DONNER FOUNDATION 403(B) TDA PLAN

Measure Date Value
2017: WILLIAM H. DONNER FOUNDATION 403(B) TDA PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
2016: WILLIAM H. DONNER FOUNDATION 403(B) TDA PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-013
Total participants2016-01-013
Number of participants with account balances2016-01-013
2015: WILLIAM H. DONNER FOUNDATION 403(B) TDA PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-013
Total participants2015-01-013
Number of participants with account balances2015-01-013
2014: WILLIAM H. DONNER FOUNDATION 403(B) TDA PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-014
Total participants2014-01-014
Number of participants with account balances2014-01-014
2013: WILLIAM H. DONNER FOUNDATION 403(B) TDA PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-014
Total participants2013-01-014
Number of participants with account balances2013-01-014
2012: WILLIAM H. DONNER FOUNDATION 403(B) TDA PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-015
Total participants2012-01-015
Number of participants with account balances2012-01-015
2011: WILLIAM H. DONNER FOUNDATION 403(B) TDA PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017
Number of other retired or separated participants entitled to future benefits2011-01-015
Total of all active and inactive participants2011-01-015
Total participants2011-01-015
Number of participants with account balances2011-01-015
2009: WILLIAM H. DONNER FOUNDATION 403(B) TDA PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-017
Total of all active and inactive participants2009-01-017
Total participants2009-01-017

Financial Data on WILLIAM H. DONNER FOUNDATION 403(B) TDA PLAN

Measure Date Value
2017 : WILLIAM H. DONNER FOUNDATION 403(B) TDA PLAN 2017 401k financial data
Total income from all sources2017-12-31$48,673
Expenses. Total of all expenses incurred2017-12-31$433,608
Benefits paid (including direct rollovers)2017-12-31$433,608
Total plan assets at end of year2017-12-31$0
Total plan assets at beginning of year2017-12-31$384,935
Other income received2017-12-31$48,673
Net income (gross income less expenses)2017-12-31$-384,935
Net plan assets at end of year (total assets less liabilities)2017-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$384,935
2016 : WILLIAM H. DONNER FOUNDATION 403(B) TDA PLAN 2016 401k financial data
Total income from all sources2016-12-31$22,823
Total plan assets at end of year2016-12-31$384,935
Total plan assets at beginning of year2016-12-31$362,112
Other income received2016-12-31$22,823
Net income (gross income less expenses)2016-12-31$22,823
Net plan assets at end of year (total assets less liabilities)2016-12-31$384,935
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$362,112
2015 : WILLIAM H. DONNER FOUNDATION 403(B) TDA PLAN 2015 401k financial data
Total income from all sources2015-12-31$3,867
Expenses. Total of all expenses incurred2015-12-31$71,038
Benefits paid (including direct rollovers)2015-12-31$71,038
Total plan assets at end of year2015-12-31$362,112
Total plan assets at beginning of year2015-12-31$429,283
Other income received2015-12-31$3,867
Net income (gross income less expenses)2015-12-31$-67,171
Net plan assets at end of year (total assets less liabilities)2015-12-31$362,112
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$429,283
2014 : WILLIAM H. DONNER FOUNDATION 403(B) TDA PLAN 2014 401k financial data
Total income from all sources2014-12-31$22,686
Total plan assets at end of year2014-12-31$429,283
Total plan assets at beginning of year2014-12-31$406,597
Other income received2014-12-31$22,686
Net income (gross income less expenses)2014-12-31$22,686
Net plan assets at end of year (total assets less liabilities)2014-12-31$429,283
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$406,597
2013 : WILLIAM H. DONNER FOUNDATION 403(B) TDA PLAN 2013 401k financial data
Total income from all sources2013-12-31$65,251
Expenses. Total of all expenses incurred2013-12-31$28,435
Benefits paid (including direct rollovers)2013-12-31$28,435
Total plan assets at end of year2013-12-31$406,597
Total plan assets at beginning of year2013-12-31$369,781
Other income received2013-12-31$65,251
Net income (gross income less expenses)2013-12-31$36,816
Net plan assets at end of year (total assets less liabilities)2013-12-31$406,597
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$369,781
2012 : WILLIAM H. DONNER FOUNDATION 403(B) TDA PLAN 2012 401k financial data
Total income from all sources2012-12-31$36,833
Total plan assets at end of year2012-12-31$369,781
Total plan assets at beginning of year2012-12-31$332,948
Other income received2012-12-31$36,833
Net income (gross income less expenses)2012-12-31$36,833
Net plan assets at end of year (total assets less liabilities)2012-12-31$369,781
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$332,948
2011 : WILLIAM H. DONNER FOUNDATION 403(B) TDA PLAN 2011 401k financial data
Total income from all sources2011-12-31$1,071
Total plan assets at end of year2011-12-31$332,948
Total plan assets at beginning of year2011-12-31$331,877
Other income received2011-12-31$1,071
Net income (gross income less expenses)2011-12-31$1,071
Net plan assets at end of year (total assets less liabilities)2011-12-31$332,948
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$331,877
2010 : WILLIAM H. DONNER FOUNDATION 403(B) TDA PLAN 2010 401k financial data
Total income from all sources2010-12-31$42,345
Total plan assets at end of year2010-12-31$331,877
Total plan assets at beginning of year2010-12-31$289,532
Other income received2010-12-31$42,345
Net income (gross income less expenses)2010-12-31$42,345
Net plan assets at end of year (total assets less liabilities)2010-12-31$331,877
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$289,532

Form 5500 Responses for WILLIAM H. DONNER FOUNDATION 403(B) TDA PLAN

2017: WILLIAM H. DONNER FOUNDATION 403(B) TDA PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01This submission is the final filingYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WILLIAM H. DONNER FOUNDATION 403(B) TDA PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WILLIAM H. DONNER FOUNDATION 403(B) TDA PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WILLIAM H. DONNER FOUNDATION 403(B) TDA PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WILLIAM H. DONNER FOUNDATION 403(B) TDA PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WILLIAM H. DONNER FOUNDATION 403(B) TDA PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WILLIAM H. DONNER FOUNDATION 403(B) TDA PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WILLIAM H. DONNER FOUNDATION 403(B) TDA PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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