401k Plan data: 403(B) THRIFT PLAN OF POISE FOUNDATION plan

403(B) THRIFT PLAN OF POISE FOUNDATION 401k Plan overview

Plan Name	403(B) THRIFT PLAN OF POISE FOUNDATION
Plan identification number	001

403(B) THRIFT PLAN OF POISE FOUNDATION Benefits

401k Plan Type

Defined 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 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

POISE FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name: POISE FOUNDATION

Employer identification number (EIN): 251393426

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF POISE FOUNDATION

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 CHRISTOPHER PEARCE 2024-07-23
001 2022-01-01 CHRISTOPHER PEARCE 2023-07-26
001 2021-01-01 MARK LEWIS 2022-07-19
001 2020-01-01 MARK LEWIS 2021-07-14
001 2019-01-01 MARK LEWIS 2020-05-20
001 2018-01-01 MARK LEWIS 2019-04-03
001 2017-01-01 MARK LEWIS 2018-04-20 MARK LEWIS 2018-04-20
001 2016-01-01 MARK LEWIS 2017-03-30 MARK LEWIS 2017-03-30
001 2015-01-01 MARK LEWIS 2016-07-01 MARK LEWIS 2016-07-01
001 2014-01-01 MARK LEWIS 2015-06-11 MARK LEWIS 2015-06-11
001 2013-01-01 MARK LEWIS 2014-05-21 MARK LEWIS 2014-05-21
001 2012-01-01 MARK LEWIS 2013-07-10 MARK LEWIS 2013-07-10
001 2011-01-01 MARK LEWIS 2012-04-30 MARK LEWIS 2012-04-30
001 2010-01-01 MARK LEWIS 2011-07-06 MARK LEWIS 2011-07-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	CHRISTOPHER PEARCE	2024-07-23
001	2022-01-01	CHRISTOPHER PEARCE	2023-07-26
001	2021-01-01	MARK LEWIS	2022-07-19
001	2020-01-01	MARK LEWIS	2021-07-14
001	2019-01-01	MARK LEWIS	2020-05-20
001	2018-01-01	MARK LEWIS	2019-04-03
001	2017-01-01	MARK LEWIS	2018-04-20	MARK LEWIS	2018-04-20
001	2016-01-01	MARK LEWIS	2017-03-30	MARK LEWIS	2017-03-30
001	2015-01-01	MARK LEWIS	2016-07-01	MARK LEWIS	2016-07-01
001	2014-01-01	MARK LEWIS	2015-06-11	MARK LEWIS	2015-06-11
001	2013-01-01	MARK LEWIS	2014-05-21	MARK LEWIS	2014-05-21
001	2012-01-01	MARK LEWIS	2013-07-10	MARK LEWIS	2013-07-10
001	2011-01-01	MARK LEWIS	2012-04-30	MARK LEWIS	2012-04-30
001	2010-01-01	MARK LEWIS	2011-07-06	MARK LEWIS	2011-07-06

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Company Name:	POISE FOUNDATION
Employer identification number (EIN):	251393426
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations