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THE ARC OF GREATER HAVERHILL - NEWBURYPORT 403(B) PLAN 401k Plan overview

Plan NameTHE ARC OF GREATER HAVERHILL - NEWBURYPORT 403(B) PLAN
Plan identification number 001

THE ARC OF GREATER HAVERHILL - NEWBURYPORT 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 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 ARC OF GREATER HAVERHILL - NEWBUYRPORT has sponsored the creation of one or more 401k plans.

Company Name:THE ARC OF GREATER HAVERHILL - NEWBUYRPORT
Employer identification number (EIN):046154794
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ARC OF GREATER HAVERHILL - NEWBURYPORT 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01

Financial Data on THE ARC OF GREATER HAVERHILL - NEWBURYPORT 403(B) PLAN

Measure Date Value
2025 : THE ARC OF GREATER HAVERHILL - NEWBURYPORT 403(B) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-143932
Net assets as of the end of the plan year2025-10-141044420
Total assets as of the beginning of the plan year2025-10-14898453
Value of plan covered by a fidelity bond2025-10-14100000
Participant contributions to plan in this plan year2025-10-1468009
Value of participant loans at end of plan year2025-10-141222
Other income to plan in this plan year2025-10-1481890
Plan net income in this plan year2025-10-14145967
Net assets as of the end of the plan year2025-10-141044420
Net assets as of the beginning of the plan year2025-10-14898453
Employer contributions to plan in this plan year2025-10-140
Fees paid to broker by Benefit Provider2025-10-14678
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-143932
2024 : THE ARC OF GREATER HAVERHILL - NEWBURYPORT 403(B) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-0136620
Net assets as of the end of the plan year2024-07-01898453
Total assets as of the beginning of the plan year2024-07-01763806
Value of plan covered by a fidelity bond2024-07-0183500
Participant contributions to plan in this plan year2024-07-0172765
Value of participant loans at end of plan year2024-07-012457
Other contributions to plan in this plan year2024-07-013812
Other income to plan in this plan year2024-07-0194690
Plan net income in this plan year2024-07-01134647
Net assets as of the end of the plan year2024-07-01898453
Net assets as of the beginning of the plan year2024-07-01763806
Fees paid to broker by Benefit Provider2024-07-0122

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