401k Plan data: 403(B) THRIFT PLAN OF HUMANE SOCIETY OF GREATER MIAMI, INC. plan

403(B) THRIFT PLAN OF HUMANE SOCIETY OF GREATER MIAMI, INC. 401k Plan overview

Plan Name	403(B) THRIFT PLAN OF HUMANE SOCIETY OF GREATER MIAMI, INC.
Plan identification number	001

403(B) THRIFT PLAN OF HUMANE SOCIETY OF GREATER MIAMI, INC. Benefits

401k Plan Type

Defined 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 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

HUMANE SOCIETY OF GREATER MIAMI, IN C. has sponsored the creation of one or more 401k plans.

Company Name: HUMANE SOCIETY OF GREATER MIAMI, IN C.

Employer identification number (EIN): 590711176

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 HUMANE SOCIETY OF GREATER MIAMI, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 CODY MCCALL 2024-07-30
001 2022-01-01 DEBBIE HERNANDEZ 2023-07-26
001 2021-01-01 SANDY WERTHEIM 2022-07-05
001 2020-01-01 SANDY WERTHEIM 2021-10-12
001 2019-01-01 SANDY WERTHEIM 2020-09-17
001 2018-01-01 SANDY WERTHEIM 2019-07-29
001 2016-01-01 SANDY R. WERTHEIM 2017-07-31 SANDY R. WERTHEIM 2017-07-31
001 2015-01-01 SANDY R. WERTHEIM 2016-07-29 SANDY R. WERTHEIM 2016-07-29
001 2014-01-01 SANDY R. WERTHEIM 2015-07-29 SANDY R. WERTHEIM 2015-07-29
001 2013-01-01 SANDY R. WERTHEIM 2014-07-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	CODY MCCALL	2024-07-30
001	2022-01-01	DEBBIE HERNANDEZ	2023-07-26
001	2021-01-01	SANDY WERTHEIM	2022-07-05
001	2020-01-01	SANDY WERTHEIM	2021-10-12
001	2019-01-01	SANDY WERTHEIM	2020-09-17
001	2018-01-01	SANDY WERTHEIM	2019-07-29
001	2016-01-01	SANDY R. WERTHEIM	2017-07-31	SANDY R. WERTHEIM	2017-07-31
001	2015-01-01	SANDY R. WERTHEIM	2016-07-29	SANDY R. WERTHEIM	2016-07-29
001	2014-01-01	SANDY R. WERTHEIM	2015-07-29	SANDY R. WERTHEIM	2015-07-29
001	2013-01-01	SANDY R. WERTHEIM	2014-07-29

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Company Name:	HUMANE SOCIETY OF GREATER MIAMI, IN C.
Employer identification number (EIN):	590711176
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations