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EMPLOYEE BENEFIT PLAN OF MILFORD COUNCIL ON AGING 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF MILFORD COUNCIL ON AGING
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF MILFORD COUNCIL ON AGING Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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

MILFORD COUNCIL ON AGING has sponsored the creation of one or more 401k plans.

Company Name:MILFORD COUNCIL ON AGING
Employer identification number (EIN):060863519
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF MILFORD COUNCIL ON AGING

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PHYLLIS LEGGET2024-09-26
0012022-01-01PHYLLIS LEGGET2023-07-25
0012021-01-01PHYLLIS LEGGET2022-03-24
0012020-01-01PHYLLIS LEGGET2021-04-15
0012019-01-01PHYLLIS LEGGET2020-07-09
0012018-01-01JANICE JACKSON2019-06-26
0012017-01-01JANICE JACKSON2018-05-16 JANICE JACKSON2018-05-16
0012016-01-01JANICE JACKSON2017-06-27 JANICE JACKSON2017-06-27
0012015-01-01JANICE JACKSON2016-06-20 JANICE JACKSON2016-06-20
0012013-01-01JANICE JACKSON2014-05-22 JANICE JACKSON2014-05-22
0012012-01-01JANICE JACKSON2013-05-23 JANICE JACKSON2013-05-23
0012011-01-01JANICE JACKSON2012-06-19
0012010-01-01JANICE JACKSON2011-05-24

Plan Statistics for EMPLOYEE BENEFIT PLAN OF MILFORD COUNCIL ON AGING

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF MILFORD COUNCIL ON AGING

Measure Date Value
2025: EMPLOYEE BENEFIT PLAN OF MILFORD COUNCIL ON AGING 2025 401k membership
Total number of particpants at beginning of year2025-10-1416
Total number of particpants at end of year2025-10-1415
Number of Participants With Account Balances2025-10-1415
2024: EMPLOYEE BENEFIT PLAN OF MILFORD COUNCIL ON AGING 2024 401k membership
Total number of particpants at beginning of year2024-09-2614
Total number of particpants at end of year2024-09-2616
Number of Participants With Account Balances2024-09-2615

Financial Data on EMPLOYEE BENEFIT PLAN OF MILFORD COUNCIL ON AGING

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF MILFORD COUNCIL ON AGING 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-140
Total liabilities as of the end of the plan year2025-10-140
Total liabilities as of the beginning of the plan year2025-10-140
Total expenses incurred by plan in this plan year2025-10-14226483
Net assets as of the end of the plan year2025-10-14656509
Total assets as of the beginning of the plan year2025-10-14722722
Value of plan covered by a fidelity bond2025-10-14200000
Participant contributions to plan in this plan year2025-10-140
Other expenses paid from plan in this plan year2025-10-140
Other contributions to plan in this plan year2025-10-140
Other income to plan in this plan year2025-10-1490770
Plan net income in this plan year2025-10-14-66213
Net assets as of the end of the plan year2025-10-14656509
Net assets as of the beginning of the plan year2025-10-14722722
Employer contributions to plan in this plan year2025-10-1469500
Fees paid to broker by Benefit Provider2025-10-1480
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-14113
2024 : EMPLOYEE BENEFIT PLAN OF MILFORD COUNCIL ON AGING 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-260
Total liabilities as of the end of the plan year2024-09-260
Total liabilities as of the beginning of the plan year2024-09-260
Total expenses incurred by plan in this plan year2024-09-2652
Net assets as of the end of the plan year2024-09-26722722
Total assets as of the beginning of the plan year2024-09-26581540
Value of plan covered by a fidelity bond2024-09-26200000
Participant contributions to plan in this plan year2024-09-260
Other expenses paid from plan in this plan year2024-09-260
Other contributions to plan in this plan year2024-09-260
Other income to plan in this plan year2024-09-2697762
Plan net income in this plan year2024-09-26141182
Net assets as of the end of the plan year2024-09-26722722
Net assets as of the beginning of the plan year2024-09-26581540
Employer contributions to plan in this plan year2024-09-2643472
Fees paid to broker by Benefit Provider2024-09-2610
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-2652

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