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NEW YORK STATE ASSOCIATION OF COUNTY HEALTH OFFICIALS RETIREMENT TRUST 401k Plan overview

Plan NameNEW YORK STATE ASSOCIATION OF COUNTY HEALTH OFFICIALS RETIREMENT TRUST
Plan identification number 001

NEW YORK STATE ASSOCIATION OF COUNTY HEALTH OFFICIALS RETIREMENT TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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

NEW YORK STATE ASSOCIATION OF COUNTY HEALTH OFFICIALS has sponsored the creation of one or more 401k plans.

Company Name:NEW YORK STATE ASSOCIATION OF COUNTY HEALTH OFFICIALS
Employer identification number (EIN):141747742
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW YORK STATE ASSOCIATION OF COUNTY HEALTH OFFICIALS RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SARAH RAVENHALL2024-06-10
0012022-01-01SARAH RAVENHALL2023-07-07
0012021-01-01SARAH RAVENHALL2022-09-28 SARAH RAVENHALL2022-09-28
0012021-01-01SARAH RAVENHALL2022-09-28 SARAH RAVENHALL2022-09-28
0012020-01-01SARAH RAVENHALL2021-07-28
0012019-01-01SARAH@NYSACHO.ORG2020-06-23
0012018-01-01SARAH RAVENHALL2019-07-02
0012017-01-01SARAH RAVENHALL2018-07-06
0012016-01-01LINDA WAGNER2017-07-18
0012015-01-01LINDA WAGNER2016-07-20
0012014-01-01LINDA WAGNER2015-06-18 LINDA WAGNER2015-06-18
0012013-01-01LINDA WAGNER2014-08-04 LINDA WAGNER2014-08-04
0012012-01-01LINDA WAGNER2013-07-25 LINDA WAGNER2013-07-25
0012011-01-01LINDA WAGNER2012-07-13 LINDA WAGNER2012-07-13
0012010-01-01LINDA WAGNER2011-07-29 LINDA WAGNER2011-07-29

Plan Statistics for NEW YORK STATE ASSOCIATION OF COUNTY HEALTH OFFICIALS RETIREMENT TRUST

401k plan membership statisitcs for NEW YORK STATE ASSOCIATION OF COUNTY HEALTH OFFICIALS RETIREMENT TRUST

Measure Date Value
2025: NEW YORK STATE ASSOCIATION OF COUNTY HEALTH OFFICIALS RETIREMENT TRUST 2025 401k membership
Total number of particpants at beginning of year2025-06-0413
Total number of particpants at end of year2025-06-0411
Number of Participants With Account Balances2025-06-0410
2024: NEW YORK STATE ASSOCIATION OF COUNTY HEALTH OFFICIALS RETIREMENT TRUST 2024 401k membership
Total number of particpants at beginning of year2024-06-1012
Total number of particpants at end of year2024-06-1012
Number of Participants With Account Balances2024-06-1011
2022: NEW YORK STATE ASSOCIATION OF COUNTY HEALTH OFFICIALS RETIREMENT TRUST 2022 401k membership
Total number of particpants at beginning of year2022-09-2811
Total number of particpants at end of year2022-09-2811
Number of Participants With Account Balances2022-09-288

Financial Data on NEW YORK STATE ASSOCIATION OF COUNTY HEALTH OFFICIALS RETIREMENT TRUST

Measure Date Value
2025 : NEW YORK STATE ASSOCIATION OF COUNTY HEALTH OFFICIALS RETIREMENT TRUST 2025 401k financial data
Total liabilities as of the end of the plan year2025-06-042751
Total expenses incurred by plan in this plan year2025-06-0437844
Net assets as of the end of the plan year2025-06-04420986
Total assets as of the beginning of the plan year2025-06-04344789
Value of plan covered by a fidelity bond2025-06-0434479
Participant contributions to plan in this plan year2025-06-0433004
Value of participant loans at end of plan year2025-06-0431053
Other income to plan in this plan year2025-06-0444421
Plan net income in this plan year2025-06-0473446
Net assets as of the end of the plan year2025-06-04418235
Net assets as of the beginning of the plan year2025-06-04344789
Employer contributions to plan in this plan year2025-06-0433865
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-043156
2024 : NEW YORK STATE ASSOCIATION OF COUNTY HEALTH OFFICIALS RETIREMENT TRUST 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-06-10638
Total expenses incurred by plan in this plan year2024-06-10250
Net assets as of the end of the plan year2024-06-10344789
Total assets as of the beginning of the plan year2024-06-10244732
Value of plan covered by a fidelity bond2024-06-1024410
Participant contributions to plan in this plan year2024-06-1027091
Value of participant loans at end of plan year2024-06-1033133
Other income to plan in this plan year2024-06-1042994
Plan net income in this plan year2024-06-10100695
Net assets as of the end of the plan year2024-06-10344789
Net assets as of the beginning of the plan year2024-06-10244094
Value of contributions failed to transmitted timely2024-06-102302
Employer contributions to plan in this plan year2024-06-1030860
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-10250
2022 : NEW YORK STATE ASSOCIATION OF COUNTY HEALTH OFFICIALS RETIREMENT TRUST 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-283728
Net assets as of the end of the plan year2022-09-28241423
Total assets as of the beginning of the plan year2022-09-28193587
Value of plan covered by a fidelity bond2022-09-2824142
Participant contributions to plan in this plan year2022-09-2811945
Value of participant loans at end of plan year2022-09-2836896
Other income to plan in this plan year2022-09-2829974
Plan net income in this plan year2022-09-2847836
Net assets as of the end of the plan year2022-09-28241423
Net assets as of the beginning of the plan year2022-09-28193587
Employer contributions to plan in this plan year2022-09-289645
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-28520

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