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KAPPA ALPHA THETA FRATERNITY RETIREMENT PLAN 401k Plan overview

Plan NameKAPPA ALPHA THETA FRATERNITY RETIREMENT PLAN
Plan identification number 001

KAPPA ALPHA THETA FRATERNITY 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.
  • 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.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

KAPPA ALPHA THETA FRATERNITY INC has sponsored the creation of one or more 401k plans.

Company Name:KAPPA ALPHA THETA FRATERNITY INC
Employer identification number (EIN):361305568
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about KAPPA ALPHA THETA FRATERNITY INC

Jurisdiction of Incorporation: Idaho Secretary Of State
Incorporation Date:
Company Identification Number: C173154

More information about KAPPA ALPHA THETA FRATERNITY INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KAPPA ALPHA THETA FRATERNITY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MELINDA YOUNG2024-10-08 MELINDA YOUNG2024-10-08
0012022-01-01MELINDA YOUNG2023-07-10 MELINDA YOUNG2023-07-10
0012021-01-01MELINDA YOUNG2022-10-12 MELINDA YOUNG2022-10-12
0012020-01-01MELINDA YOUNG2021-05-27 MELINDA YOUNG2021-05-27
0012019-01-01MELINDA YOUNG2020-07-01 MELINDA YOUNG2020-07-01
0012018-01-01MELINDA YOUNG2019-10-15 MELINDA YOUNG2019-10-15
0012017-01-01MELINDA YOUNG2018-07-23 MELINDA YOUNG2018-07-23
0012016-01-01MELINDA YOUNG2017-07-17 MELINDA YOUNG2017-07-17
0012015-01-01MELINDA YOUNG2016-07-29 MELINDA YOUNG2016-07-29
0012014-01-01MELINDA YOUNG2015-05-05 MELINDA YOUNG2015-05-05
0012013-01-01MELINDA YOUNG2014-07-29 MELINDA YOUNG2014-07-29
0012012-01-01MELINDA YOUNG2013-10-28 MELINDA YOUNG2013-10-28
0012011-01-01MELINDA YOUNG2013-10-28 MELINDA YOUNG2013-10-28
0012010-01-01MELINDA YOUNG2013-10-28 MELINDA YOUNG2013-10-28
0012008-01-01MELINDA YOUNG MELINDA YOUNG2013-10-28

Financial Data on KAPPA ALPHA THETA FRATERNITY RETIREMENT PLAN

Measure Date Value
2025 : KAPPA ALPHA THETA FRATERNITY RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-130
Total liabilities as of the end of the plan year2025-10-130
Total liabilities as of the beginning of the plan year2025-10-130
Total expenses incurred by plan in this plan year2025-10-1327007
Net assets as of the end of the plan year2025-10-137345737
Total assets as of the beginning of the plan year2025-10-136153689
Value of plan covered by a fidelity bond2025-10-133000000
Participant contributions to plan in this plan year2025-10-13277534
Value of participant loans at end of plan year2025-10-1330573
Other expenses paid from plan in this plan year2025-10-130
Other contributions to plan in this plan year2025-10-1334269
Other income to plan in this plan year2025-10-13728751
Plan net income in this plan year2025-10-131192048
Net assets as of the end of the plan year2025-10-137345737
Net assets as of the beginning of the plan year2025-10-136153689
Employer contributions to plan in this plan year2025-10-13178501
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-132075
2024 : KAPPA ALPHA THETA FRATERNITY RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-080
Total liabilities as of the end of the plan year2024-10-080
Total liabilities as of the beginning of the plan year2024-10-080
Total expenses incurred by plan in this plan year2024-10-08148942
Net assets as of the end of the plan year2024-10-086153689
Total assets as of the beginning of the plan year2024-10-085042823
Value of plan covered by a fidelity bond2024-10-081000000
Participant contributions to plan in this plan year2024-10-08255775
Other expenses paid from plan in this plan year2024-10-080
Other contributions to plan in this plan year2024-10-08896
Other income to plan in this plan year2024-10-08839582
Plan net income in this plan year2024-10-081110866
Net assets as of the end of the plan year2024-10-086153689
Net assets as of the beginning of the plan year2024-10-085042823
Employer contributions to plan in this plan year2024-10-08163555
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-082527
2008 : KAPPA ALPHA THETA FRATERNITY RETIREMENT PLAN 2008 401k financial data
Transfers to/from the plan2008-12-31$-139,274
Total income from all sources2008-12-31$-143,936
Expenses. Total of all expenses incurred2008-12-31$25,791
Benefits paid (including direct rollovers)2008-12-31$24,285
Total plan assets at end of year2008-12-31$683,498
Total plan assets at beginning of year2008-12-31$992,499
Value of fidelity bond covering the plan2008-12-31$500,000
Total contributions received or receivable from participants2008-12-31$55,248
Expenses. Other expenses not covered elsewhere2008-12-31$1,506
Other income received2008-12-31$-249,981
Net income (gross income less expenses)2008-12-31$-169,727
Net plan assets at end of year (total assets less liabilities)2008-12-31$683,498
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$992,499
Assets. Value of participant loans2008-12-31$19,719
Total contributions received or receivable from employer(s)2008-12-31$50,797

Form 5500 Responses for KAPPA ALPHA THETA FRATERNITY RETIREMENT PLAN

2008: KAPPA ALPHA THETA FRATERNITY RETIREMENT PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number4-21476
Policy instance 1

Potentially related plans

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