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THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN 401k Plan overview

Plan NameTHE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN
Plan identification number 001

THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN Benefits

401k Plan TypeDefined 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock 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

THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC.
Employer identification number (EIN):751835298
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2014-11-19
Company Identification Number: 106329899

More information about THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ROBERT GREEN ROBERT GREEN2018-07-16
0012016-01-01ROBERT GREEN
0012015-01-01ROBERT GREEN
0012015-01-01ROBERT GREEN
0012014-01-01ROBERT GREEN
0012013-01-01MARK NADOLNY
0012012-01-01MARK NADOLNY
0012011-01-01MARK NADOLNY
0012010-01-01MARK NADOLNY MARK NADOLNY2011-07-25
0012009-01-01MARK NADOLNY MARK NADOLNY2010-07-26

Plan Statistics for THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN

401k plan membership statisitcs for THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN

Measure Date Value
2022: THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01425
Total number of active participants reported on line 7a of the Form 55002022-01-01393
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01107
Total of all active and inactive participants2022-01-01500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01502
Number of participants with account balances2022-01-01401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0122
2021: THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01377
Total number of active participants reported on line 7a of the Form 55002021-01-01308
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01112
Total of all active and inactive participants2021-01-01421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01421
Number of participants with account balances2021-01-01336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0115
2020: THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01391
Total number of active participants reported on line 7a of the Form 55002020-01-01257
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01106
Total of all active and inactive participants2020-01-01364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01364
Number of participants with account balances2020-01-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0113
2019: THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01338
Total number of active participants reported on line 7a of the Form 55002019-01-01206
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01100
Total of all active and inactive participants2019-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01307
Number of participants with account balances2019-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01305
Total number of active participants reported on line 7a of the Form 55002018-01-01195
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01137
Total of all active and inactive participants2018-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01333
Number of participants with account balances2018-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01338
Total number of active participants reported on line 7a of the Form 55002017-01-01193
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01110
Total of all active and inactive participants2017-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01305
Number of participants with account balances2017-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01329
Total number of active participants reported on line 7a of the Form 55002016-01-01230
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01107
Total of all active and inactive participants2016-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01338
Number of participants with account balances2016-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01306
Total number of active participants reported on line 7a of the Form 55002015-01-01233
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0195
Total of all active and inactive participants2015-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01329
Number of participants with account balances2015-01-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01316
Total number of active participants reported on line 7a of the Form 55002014-01-01220
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0186
Total of all active and inactive participants2014-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01306
Number of participants with account balances2014-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01325
Total number of active participants reported on line 7a of the Form 55002013-01-01231
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0185
Total of all active and inactive participants2013-01-01316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01316
Number of participants with account balances2013-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01339
Total number of active participants reported on line 7a of the Form 55002012-01-01243
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0182
Total of all active and inactive participants2012-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01325
Number of participants with account balances2012-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01269
Total number of active participants reported on line 7a of the Form 55002011-01-01282
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0156
Total of all active and inactive participants2011-01-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01339
Number of participants with account balances2011-01-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01278
Total number of active participants reported on line 7a of the Form 55002010-01-01233
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0136
Total of all active and inactive participants2010-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01269
Number of participants with account balances2010-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01259
Total number of active participants reported on line 7a of the Form 55002009-01-01216
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0198
Total of all active and inactive participants2009-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01314
Number of participants with account balances2009-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN

Measure Date Value
2022 : THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-656,440
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,229,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,150,126
Value of total corrective distributions2022-12-31$35,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,616,198
Value of total assets at end of year2022-12-31$29,961,460
Value of total assets at beginning of year2022-12-31$32,846,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$43,852
Total interest from all sources2022-12-31$24,288
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$453,075
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$453,075
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,388,130
Participant contributions at end of year2022-12-31$88,091
Participant contributions at beginning of year2022-12-31$128,972
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$715,588
Other income not declared elsewhere2022-12-31$174
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,885,445
Value of net assets at end of year (total assets less liabilities)2022-12-31$29,961,460
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$32,846,905
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$28,553,614
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$31,549,931
Interest on participant loans2022-12-31$5,928
Interest earned on other investments2022-12-31$18,360
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,248,339
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,168,002
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,750,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,512,480
Employer contributions (assets) at end of year2022-12-31$71,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,150,126
Contract administrator fees2022-12-31$43,852
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$8,702,340
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,692,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,650,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,538,605
Value of total assets at end of year2021-12-31$32,846,905
Value of total assets at beginning of year2021-12-31$26,837,413
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$42,401
Total interest from all sources2021-12-31$25,905
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$360,482
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$360,482
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,772,414
Participant contributions at end of year2021-12-31$128,972
Participant contributions at beginning of year2021-12-31$165,963
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,191,515
Other income not declared elsewhere2021-12-31$386
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,009,492
Value of net assets at end of year (total assets less liabilities)2021-12-31$32,846,905
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$26,837,413
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$31,549,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$25,443,735
Interest on participant loans2021-12-31$7,514
Interest earned on other investments2021-12-31$18,391
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,168,002
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,225,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,776,962
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$574,676
Employer contributions (assets) at beginning of year2021-12-31$2,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,650,447
Contract administrator fees2021-12-31$42,401
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$6,310,429
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,918,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,884,462
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,586,728
Value of total assets at end of year2020-12-31$26,837,413
Value of total assets at beginning of year2020-12-31$23,445,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$33,918
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$28,011
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$333,775
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$333,775
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$1,237,090
Participant contributions at end of year2020-12-31$165,963
Participant contributions at beginning of year2020-12-31$217,134
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,145,392
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$235
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,392,049
Value of net assets at end of year (total assets less liabilities)2020-12-31$26,837,413
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$23,445,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$25,443,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$22,987,223
Interest on participant loans2020-12-31$10,558
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$17,453
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,225,577
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$215,830
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,361,680
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$204,246
Employer contributions (assets) at end of year2020-12-31$2,138
Employer contributions (assets) at beginning of year2020-12-31$25,177
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,884,462
Contract administrator fees2020-12-31$33,918
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,530,858
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,587,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,562,151
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,632,761
Value of total assets at end of year2019-12-31$23,445,364
Value of total assets at beginning of year2019-12-31$19,502,062
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$25,405
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$21,260
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$343,604
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$343,604
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$1,355,023
Participant contributions at end of year2019-12-31$217,134
Participant contributions at beginning of year2019-12-31$377,251
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$541,909
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$519
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$36
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$633
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$3,943,302
Value of net assets at end of year (total assets less liabilities)2019-12-31$23,445,364
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,502,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$22,987,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,459,400
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$665,293
Interest on participant loans2019-12-31$16,086
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$5,174
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$215,830
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$82
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,532,354
Net investment gain/loss from pooled separate accounts2019-12-31$246
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$735,829
Employer contributions (assets) at end of year2019-12-31$25,177
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,561,632
Contract administrator fees2019-12-31$25,405
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390085991
2018 : THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$784,945
Total of all expenses incurred2018-12-31$1,924,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,904,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,063,730
Value of total assets at end of year2018-12-31$19,502,062
Value of total assets at beginning of year2018-12-31$20,641,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$20,304
Total interest from all sources2018-12-31$17,054
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$331,421
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$331,421
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,324,548
Participant contributions at end of year2018-12-31$377,251
Participant contributions at beginning of year2018-12-31$343,128
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$8,951
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$36
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$98
Administrative expenses (other) incurred2018-12-31$20,304
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,139,875
Value of net assets at end of year (total assets less liabilities)2018-12-31$19,502,062
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,641,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$18,459,400
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$19,731,116
Value of interest in pooled separate accounts at end of year2018-12-31$665,293
Value of interest in pooled separate accounts at beginning of year2018-12-31$542,252
Interest on participant loans2018-12-31$17,053
Interest earned on other investments2018-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$82
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,636,328
Net investment gain/loss from pooled separate accounts2018-12-31$9,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$730,231
Employer contributions (assets) at beginning of year2018-12-31$25,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,904,516
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$5,659,315
Total of all expenses incurred2017-12-31$3,938,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,926,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,276,771
Value of total assets at end of year2017-12-31$20,641,937
Value of total assets at beginning of year2017-12-31$18,921,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$12,411
Total interest from all sources2017-12-31$12,987
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$291,238
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$291,238
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,315,244
Participant contributions at end of year2017-12-31$343,128
Participant contributions at beginning of year2017-12-31$289,565
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$154,808
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$98
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$156
Administrative expenses (other) incurred2017-12-31$12,411
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,720,697
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,641,937
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,921,240
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$19,731,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$17,811,045
Value of interest in pooled separate accounts at end of year2017-12-31$542,252
Value of interest in pooled separate accounts at beginning of year2017-12-31$796,071
Interest on participant loans2017-12-31$13,142
Interest earned on other investments2017-12-31$-155
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$76
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,070,858
Net investment gain/loss from pooled separate accounts2017-12-31$7,461
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$806,719
Employer contributions (assets) at end of year2017-12-31$25,342
Employer contributions (assets) at beginning of year2017-12-31$24,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,926,207
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MONTGOMERY COSCIA GREILCH
Accountancy firm EIN2017-12-31752919818
2016 : THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$3,688,044
Total of all expenses incurred2016-12-31$1,799,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,789,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,259,677
Value of total assets at end of year2016-12-31$18,921,240
Value of total assets at beginning of year2016-12-31$17,032,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,613
Total interest from all sources2016-12-31$12,230
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$220,524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$220,524
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,326,489
Participant contributions at end of year2016-12-31$289,565
Participant contributions at beginning of year2016-12-31$332,200
Participant contributions at beginning of year2016-12-31$1,958
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$162,854
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$156
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$267
Administrative expenses (other) incurred2016-12-31$9,613
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,888,479
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,921,240
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$17,032,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$17,811,045
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$15,986,958
Value of interest in pooled separate accounts at end of year2016-12-31$796,071
Value of interest in pooled separate accounts at beginning of year2016-12-31$687,389
Interest on participant loans2016-12-31$12,230
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$76
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,188,378
Net investment gain/loss from pooled separate accounts2016-12-31$7,235
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$770,334
Employer contributions (assets) at end of year2016-12-31$24,327
Employer contributions (assets) at beginning of year2016-12-31$23,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,789,952
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GRANT THORNTON LLP
Accountancy firm EIN2016-12-31366055558
2015 : THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$2,046,703
Total of all expenses incurred2015-12-31$847,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$838,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,251,586
Value of total assets at end of year2015-12-31$17,032,761
Value of total assets at beginning of year2015-12-31$15,833,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,737
Total interest from all sources2015-12-31$10,412
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$207,288
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$207,288
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,958
Participant contributions at end of year2015-12-31$332,200
Participant contributions at beginning of year2015-12-31$203,761
Participant contributions at end of year2015-12-31$1,958
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$124,313
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$267
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$347
Administrative expenses (other) incurred2015-12-31$8,737
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,199,284
Value of net assets at end of year (total assets less liabilities)2015-12-31$17,032,761
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,833,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$15,986,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$15,111,162
Value of interest in pooled separate accounts at end of year2015-12-31$687,389
Value of interest in pooled separate accounts at beginning of year2015-12-31$496,970
Interest on participant loans2015-12-31$10,412
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-438,314
Net investment gain/loss from pooled separate accounts2015-12-31$15,731
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,125,315
Employer contributions (assets) at end of year2015-12-31$23,988
Employer contributions (assets) at beginning of year2015-12-31$21,236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$838,682
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GRANT THORNTON LLP
Accountancy firm EIN2015-12-31366055558
2014 : THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$3,289,117
Total of all expenses incurred2014-12-31$1,589,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,575,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,405,874
Value of total assets at end of year2014-12-31$15,833,477
Value of total assets at beginning of year2014-12-31$14,134,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$13,868
Total interest from all sources2014-12-31$6,695
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$279,704
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$279,704
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,297,345
Participant contributions at end of year2014-12-31$203,761
Participant contributions at beginning of year2014-12-31$163,023
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$333,187
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$347
Administrative expenses (other) incurred2014-12-31$9,843
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$4,026
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,699,343
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,833,477
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,134,134
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$4,025
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$15,111,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$13,413,919
Value of interest in pooled separate accounts at end of year2014-12-31$496,970
Value of interest in pooled separate accounts at beginning of year2014-12-31$538,896
Interest on participant loans2014-12-31$6,695
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$589,336
Net investment gain/loss from pooled separate accounts2014-12-31$7,508
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$775,342
Employer contributions (assets) at end of year2014-12-31$21,236
Employer contributions (assets) at beginning of year2014-12-31$14,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,575,906
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GRANT THORNTON LLP
Accountancy firm EIN2014-12-31366055558
2013 : THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$4,609,625
Total of all expenses incurred2013-12-31$1,901,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,898,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,239,750
Value of total assets at end of year2013-12-31$14,134,134
Value of total assets at beginning of year2013-12-31$11,425,732
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,821
Total interest from all sources2013-12-31$7,697
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$185,968
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$185,968
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,321,180
Participant contributions at end of year2013-12-31$163,023
Participant contributions at beginning of year2013-12-31$212,857
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$130,703
Administrative expenses (other) incurred2013-12-31$2,821
Total non interest bearing cash at end of year2013-12-31$4,026
Total non interest bearing cash at beginning of year2013-12-31$467
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,708,402
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,134,134
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,425,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$13,413,919
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,108,541
Value of interest in pooled separate accounts at end of year2013-12-31$538,896
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,081,364
Interest on participant loans2013-12-31$7,670
Interest earned on other investments2013-12-31$27
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,221
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,169,776
Net investment gain/loss from pooled separate accounts2013-12-31$6,434
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$787,867
Employer contributions (assets) at end of year2013-12-31$14,269
Employer contributions (assets) at beginning of year2013-12-31$20,282
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,898,402
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GRANT THORNTON LLP
Accountancy firm EIN2013-12-31366055558
2012 : THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$3,629,058
Total of all expenses incurred2012-12-31$1,102,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,100,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,289,939
Value of total assets at end of year2012-12-31$11,425,732
Value of total assets at beginning of year2012-12-31$8,898,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,350
Total interest from all sources2012-12-31$8,016
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$203,527
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$203,527
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,283,533
Participant contributions at end of year2012-12-31$212,857
Participant contributions at beginning of year2012-12-31$150,213
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$205,848
Administrative expenses (other) incurred2012-12-31$1,350
Total non interest bearing cash at end of year2012-12-31$467
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,526,990
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,425,732
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,898,742
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$10,108,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,197,270
Value of interest in pooled separate accounts at end of year2012-12-31$1,081,364
Value of interest in pooled separate accounts at beginning of year2012-12-31$508,443
Interest on participant loans2012-12-31$8,005
Interest earned on other investments2012-12-31$11
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,221
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,120,459
Net investment gain/loss from pooled separate accounts2012-12-31$7,117
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$800,558
Employer contributions (assets) at end of year2012-12-31$20,282
Employer contributions (assets) at beginning of year2012-12-31$42,816
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,100,718
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GRANT THORNTON LLP
Accountancy firm EIN2012-12-31366055558
2011 : THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,977,872
Total of all expenses incurred2011-12-31$1,718,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,716,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,432,911
Value of total assets at end of year2011-12-31$8,898,742
Value of total assets at beginning of year2011-12-31$8,639,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,559
Total interest from all sources2011-12-31$6,461
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$160,324
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$160,324
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,290,825
Participant contributions at end of year2011-12-31$150,213
Participant contributions at beginning of year2011-12-31$115,551
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$316,315
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$587
Administrative expenses (other) incurred2011-12-31$1,559
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$8,460,966
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$259,351
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,898,742
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,639,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,197,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$43,164
Value of interest in pooled separate accounts at end of year2011-12-31$508,443
Interest on participant loans2011-12-31$6,461
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-627,352
Net investment gain/loss from pooled separate accounts2011-12-31$4,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$825,771
Employer contributions (assets) at end of year2011-12-31$42,816
Employer contributions (assets) at beginning of year2011-12-31$19,710
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,716,962
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GRANT THORNTON LLP
Accountancy firm EIN2011-12-31366055558
2010 : THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,042,540
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$928,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$922,192
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,045,729
Value of total assets at end of year2010-12-31$8,639,391
Value of total assets at beginning of year2010-12-31$6,525,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,338
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$4,653
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$86,015
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$86,015
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$1,128,184
Participant contributions at end of year2010-12-31$115,551
Participant contributions at beginning of year2010-12-31$122,939
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$48,455
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$201,954
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$8,460,966
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$2,114,010
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,639,391
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,525,381
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$4,917
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$43,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,319,149
Interest on participant loans2010-12-31$4,653
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$906,143
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$715,591
Employer contributions (assets) at end of year2010-12-31$19,710
Employer contributions (assets) at beginning of year2010-12-31$34,838
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$922,192
Contract administrator fees2010-12-31$1,421
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GRANT THORNTON LLP
Accountancy firm EIN2010-12-31366055558
2009 : THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN

2022: THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE SUSAN G. KOMEN BREAST CANCER FOUNDATION, INC. 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered502
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered421
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered364
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069415
Policy instance 1
Insurance contract or identification numberTT069415
Number of Individuals Covered277
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069415
Policy instance 1
Insurance contract or identification numberTT069415
Number of Individuals Covered278
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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
THE SUSAN G.KOMEN BREAST CANCER FOUNDATION, INC 403 (B) PLAN (National Association of Insurance Commissioners NAIC id number: 7068 )
Policy contract numberTT069415
Policy instance 1
Insurance contract or identification numberTT069415
Number of Individuals Covered233
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069415
Policy instance 1
Insurance contract or identification numberTT069415
Number of Individuals Covered260
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069415
Policy instance 1
Insurance contract or identification numberTT069415
Number of Individuals Covered261
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069415
Policy instance 1
Insurance contract or identification numberTT069415
Number of Individuals Covered274
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTT069415
Policy instance 1
Insurance contract or identification numberTT069415
Number of Individuals Covered257
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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

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