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TAX DEFERRED ANNUITY PLAN OF COMMUNITY AGENCY FOR SENIOR CITIZENS 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF COMMUNITY AGENCY FOR SENIOR CITIZENS
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF COMMUNITY AGENCY FOR SENIOR CITIZENS 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

COMMUNITY AGENCY FOR SENIOR CITIZENS, INC. has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY AGENCY FOR SENIOR CITIZENS, INC.
Employer identification number (EIN):133263537
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF COMMUNITY AGENCY FOR SENIOR CITIZENS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-07-01LISA MCFARLAND2024-10-18
0012022-07-01SUSAN LEWIS2024-04-15 SUSAN LEWIS2024-04-15
0012022-01-01SUSAN LEWIS2023-10-15 SUSAN LEWIS2023-10-15
0012021-01-01SUSAN LEWIS2022-10-15 SUSAN LEWIS2022-10-15
0012020-01-01SUSAN LEWIS2021-10-13 SUSAN LEWIS2021-10-13
0012019-01-01ISABEL ALLEN2020-06-16 ISABEL ALLEN2020-06-16
0012018-01-01ISABEL ALLEN2019-06-05 ISABEL ALLEN2019-06-05
0012017-01-01ISABEL ALLEN2018-03-22 ISABEL ALLEN2018-03-22
0012017-01-01ISABEL ALLEM2018-03-22 ISABEL ALLEM2018-03-22
0012016-01-01ISABEL ALLEN2017-03-16 ISABEL ALLEN2017-03-16
0012015-01-01ISABEL ALLEN2016-04-05 ISABEL ALLEN2016-04-05
0012014-01-01ISABEL ALLEN2015-03-24 ISABEL ALLEN2015-03-24
0012013-01-01JOHN FIORE2014-04-14 JOHN FIORE2014-04-14
0012012-01-01JOHN FIORE2013-07-25 JOHN FIORE2013-07-25
0012011-01-01JOHN FIORE2012-05-11 JOHN FIORE2012-05-11
0012010-01-01JOHN FIORE2011-06-08 JOHN FIORE2011-06-08

Financial Data on TAX DEFERRED ANNUITY PLAN OF COMMUNITY AGENCY FOR SENIOR CITIZENS

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF COMMUNITY AGENCY FOR SENIOR CITIZENS 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 year2025-10-141450373
Net assets as of the end of the plan year2025-10-142175293
Total assets as of the beginning of the plan year2025-10-142486781
Value of plan covered by a fidelity bond2025-10-1475000
Participant contributions to plan in this plan year2025-10-1478460
Other expenses paid from plan in this plan year2025-10-140
Other contributions to plan in this plan year2025-10-14276104
Other income to plan in this plan year2025-10-14683207
Plan net income in this plan year2025-10-14-311488
Net assets as of the end of the plan year2025-10-142175293
Net assets as of the beginning of the plan year2025-10-142486781
Employer contributions to plan in this plan year2025-10-14101114
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-14490
2024 : TAX DEFERRED ANNUITY PLAN OF COMMUNITY AGENCY FOR SENIOR CITIZENS 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-180
Total liabilities as of the end of the plan year2024-10-180
Total liabilities as of the beginning of the plan year2024-10-180
Total expenses incurred by plan in this plan year2024-10-1867439
Net assets as of the end of the plan year2024-10-182486781
Total assets as of the beginning of the plan year2024-10-181032097
Value of plan covered by a fidelity bond2024-10-1875000
Participant contributions to plan in this plan year2024-10-1847750
Other expenses paid from plan in this plan year2024-10-180
Other contributions to plan in this plan year2024-10-180
Other income to plan in this plan year2024-10-181430623
Plan net income in this plan year2024-10-181454684
Net assets as of the end of the plan year2024-10-182486781
Net assets as of the beginning of the plan year2024-10-181032097
Employer contributions to plan in this plan year2024-10-1843750
Fees paid to broker by Benefit Provider2024-10-18105
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1827

Potentially related plans

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