401k Plan data: THE MOODY FOUNDATION RETIREMENT SAVINGS PLAN plan

THE MOODY FOUNDATION RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	THE MOODY FOUNDATION RETIREMENT SAVINGS PLAN
Plan identification number	002

THE MOODY FOUNDATION RETIREMENT SAVINGS PLAN 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

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

Company Name: THE MOODY FOUNDATION

Employer identification number (EIN): 741403105

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE MOODY FOUNDATION RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 GARRIK ADDISON 2024-09-17
002 2022-01-01 GARRIK ADDISON 2023-06-07 GARRIK ADDISON 2023-06-07
002 2021-01-01 GARRIK ADDISON 2022-09-21 GARRIK ADDISON 2022-09-21
002 2020-01-01 GARRIK ADDISON 2021-10-07 GARRIK ADDISON 2021-10-07
002 2019-01-01 GARRIK ADDISON 2020-10-05
002 2018-01-01 GARRIK ADDISON 2019-10-02 GARRIK ADDISON 2019-10-02
002 2017-01-01 GARRIK ADDISON 2018-10-02
002 2016-01-01 GARRIK ADDISON 2017-09-27 GARRIK ADDISON 2017-09-27
002 2015-01-01 GARRIK ADDISON 2016-07-26 GARRIK ADDISON 2016-07-26
002 2014-01-01 GARRIK ADDISON 2015-07-28
002 2013-04-01 GARRIK ADDISON 2014-07-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	GARRIK ADDISON	2024-09-17
002	2022-01-01	GARRIK ADDISON	2023-06-07	GARRIK ADDISON	2023-06-07
002	2021-01-01	GARRIK ADDISON	2022-09-21	GARRIK ADDISON	2022-09-21
002	2020-01-01	GARRIK ADDISON	2021-10-07	GARRIK ADDISON	2021-10-07
002	2019-01-01	GARRIK ADDISON	2020-10-05
002	2018-01-01	GARRIK ADDISON	2019-10-02	GARRIK ADDISON	2019-10-02
002	2017-01-01	GARRIK ADDISON	2018-10-02
002	2016-01-01	GARRIK ADDISON	2017-09-27	GARRIK ADDISON	2017-09-27
002	2015-01-01	GARRIK ADDISON	2016-07-26	GARRIK ADDISON	2016-07-26
002	2014-01-01	GARRIK ADDISON	2015-07-28
002	2013-04-01	GARRIK ADDISON	2014-07-08

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Company Name:	THE MOODY FOUNDATION
Employer identification number (EIN):	741403105
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations