401k Plan data: YAVAPAI BIG BROTHERS BIG SISTERS RETIREMENT SECURITY PLAN plan

YAVAPAI BIG BROTHERS BIG SISTERS RETIREMENT SECURITY PLAN 401k Plan overview

Plan Name	YAVAPAI BIG BROTHERS BIG SISTERS RETIREMENT SECURITY PLAN
Plan identification number	001

YAVAPAI BIG BROTHERS BIG SISTERS RETIREMENT SECURITY PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 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

YAVAPAI BIG BROTHERS/BIG SISTERS has sponsored the creation of one or more 401k plans.

Company Name: YAVAPAI BIG BROTHERS/BIG SISTERS

Employer identification number (EIN): 860278776

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan YAVAPAI BIG BROTHERS BIG SISTERS RETIREMENT SECURITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 ADRIENNE DIGA 2024-07-18
001 2022-01-01 ADRIENNE DIGA 2023-05-18 ADRIENNE DIGA 2023-05-18
001 2022-01-01 ADRIENNE DIGA 2023-05-08 ERIN MABERY 2023-06-08
001 2021-01-01 GIGI BOWLSBY 2022-05-20 ERIN MABERY 2022-05-20
001 2020-01-01 GIGI BOWLSBY 2021-06-16 ERIN MABERY 2021-06-17
001 2014-01-01 M KATHLEEN MURPHY 2015-07-23
001 2013-01-01 M KATHLEEN MURPHY 2014-04-01
001 2012-01-01 M KATHLEEN MURPHY 2013-09-26
001 2011-01-01 M KATHLEEN MURPHY 2012-07-19
001 2010-01-01 M KATHLEEN MURPHY 2011-07-25

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	ADRIENNE DIGA	2024-07-18
001	2022-01-01	ADRIENNE DIGA	2023-05-18	ADRIENNE DIGA	2023-05-18
001	2022-01-01	ADRIENNE DIGA	2023-05-08	ERIN MABERY	2023-06-08
001	2021-01-01	GIGI BOWLSBY	2022-05-20	ERIN MABERY	2022-05-20
001	2020-01-01	GIGI BOWLSBY	2021-06-16	ERIN MABERY	2021-06-17
001	2014-01-01	M KATHLEEN MURPHY	2015-07-23
001	2013-01-01	M KATHLEEN MURPHY	2014-04-01
001	2012-01-01	M KATHLEEN MURPHY	2013-09-26
001	2011-01-01	M KATHLEEN MURPHY	2012-07-19
001	2010-01-01	M KATHLEEN MURPHY	2011-07-25

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Company Name:	YAVAPAI BIG BROTHERS/BIG SISTERS
Employer identification number (EIN):	860278776
NAIC Classification:	624100
NAIC Description:	Individual and Family Services