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NATIONAL MULTIPLE SCLEROSIS SOCIETY GATEWAY AREA CHAPTER DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameNATIONAL MULTIPLE SCLEROSIS SOCIETY GATEWAY AREA CHAPTER DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 002

NATIONAL MULTIPLE SCLEROSIS SOCIETY GATEWAY AREA CHAPTER DEFINED CONTRIBUTION RETIREMENT 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.
  • 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

NATIONAL MULTIPLE SCLEROSIS SOCIETY GATEWAY AREA CHAPTER has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL MULTIPLE SCLEROSIS SOCIETY GATEWAY AREA CHAPTER
Employer identification number (EIN):430718808
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL MULTIPLE SCLEROSIS SOCIETY GATEWAY AREA CHAPTER DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022015-10-01SANDRA PUTNEY2016-10-18 REBECCA FEHLIG2016-10-18
0022014-10-01REBECCA FEHLIG2016-04-18
0022013-10-01KIM SHERMAN2015-03-30
0022012-10-01ANTHONY PICATTO2014-04-18
0022011-10-01SANDRA PUTNEY2013-04-25
0022009-10-01SANDRA PUTNEY
0022008-10-01

Plan Statistics for NATIONAL MULTIPLE SCLEROSIS SOCIETY GATEWAY AREA CHAPTER DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for NATIONAL MULTIPLE SCLEROSIS SOCIETY GATEWAY AREA CHAPTER DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2009: NATIONAL MULTIPLE SCLEROSIS SOCIETY GATEWAY AREA CHAPTER DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-0159
Total number of active participants reported on line 7a of the Form 55002009-10-0134
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-0126
Total of all active and inactive participants2009-10-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-0160
Number of participants with account balances2009-10-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-011

Financial Data on NATIONAL MULTIPLE SCLEROSIS SOCIETY GATEWAY AREA CHAPTER DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2011 : NATIONAL MULTIPLE SCLEROSIS SOCIETY GATEWAY AREA CHAPTER DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-09-30$148,035
Expenses. Total of all expenses incurred2011-09-30$28,200
Benefits paid (including direct rollovers)2011-09-30$28,200
Total plan assets at end of year2011-09-30$648,319
Total plan assets at beginning of year2011-09-30$528,484
Other income received2011-09-30$4,887
Net income (gross income less expenses)2011-09-30$119,835
Net plan assets at end of year (total assets less liabilities)2011-09-30$648,319
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$528,484
Total contributions received or receivable from employer(s)2011-09-30$143,148

Form 5500 Responses for NATIONAL MULTIPLE SCLEROSIS SOCIETY GATEWAY AREA CHAPTER DEFINED CONTRIBUTION RETIREMENT PLAN

2009: NATIONAL MULTIPLE SCLEROSIS SOCIETY GATEWAY AREA CHAPTER DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01This submission is the final filingNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes
2008: NATIONAL MULTIPLE SCLEROSIS SOCIETY GATEWAY AREA CHAPTER DEFINED CONTRIBUTION RETIREMENT PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number316184
Policy instance 1
Insurance contract or identification number316184
Number of Individuals Covered66
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $588
Total amount of fees paid to insurance companyUSD $58
Are there contracts with allocated funds for individual policies?Yes
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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