Amity Foundation 401(k) Plan: Login, Facts & Contact Information

Amity Foundation 401(k) Plan Facts

Plan name
AMITY FOUNDATION 401K PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
AMITY FOUNDATION
Participants
804 (786 active employees)
Former employees with a balance
58
Plan assets
$5,098,389 at Jun 30, 2024
Average account balance
$17,166 across 297 accounts
Employer contributions
$438,646 in plan year 2023 (29% of all contributions)
Plan year
Jul 1, 2023 – Jun 30, 2024
Plan established
Jan 1, 1999
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2023 (Jul 1, 2023 – Jun 30, 2024), filed Jan 30, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2023

  • $1.54 million went into the plan in contributions, $438,646 of it from the employer (29%).
  • $674,146 was paid out to participants.
  • Investment and other income added $513,205.
  • Administrative expenses were $21,837, about $74 per account.

How the Amity Foundation 401(k) changed, 20182023

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2018189$1.55 million$0$66,173
2019261$1.55 million$192,021
2020267$2.38 million$10,193$136,669
2021681$2.76 million$27,968$107,814
2022760$3.77 million$35,930$206,883
2023804$5.10 million$438,646$674,146

Amity Foundation 401(k) Contact Information

Phone
520-622-6489
Mailing address
721 NORTH 4TH. AVENUE, TUCSON AZ 85705
Plan sponsor
AMITY FOUNDATION
Employer identification number (EIN)
77-0418201
Plan number
001

Questions about the Amity Foundation 401(k)

Does Amity Foundation contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2023 the employer contributed $438,646, 29% of all contributions.

Does the Amity Foundation 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Amity Foundation 401(k) plan?

804 participants at the start of plan year 2023, 786 of them active employees, and 58 former employees who still had money in the plan.

What is the average 401(k) balance at Amity Foundation?

About $17,166 per account: $5.10 million in plan assets across 297 accounts with a balance at the end of plan year 2023.

Who manages the Amity Foundation 401(k) accounts?

Voya Financial is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Amity Foundation. How do I access my 401(k)?

Your account stays with Voya Financial after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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