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403(B) THRIFT PLAN OF ALCOHOL AND SUBSTANCE ABUSE COUNCIL OF JEFFERSON 401k Plan overview

Plan Name403(B) THRIFT PLAN OF ALCOHOL AND SUBSTANCE ABUSE COUNCIL OF JEFFERSON
Plan identification number 002

403(B) THRIFT PLAN OF ALCOHOL AND SUBSTANCE ABUSE COUNCIL OF JEFFERSON 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.
  • 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

ALCOHOL AND SUBSTANCE ABUSE COUNCIL OF JEFFERSON COUNTY, INC. has sponsored the creation of one or more 401k plans.

Company Name:ALCOHOL AND SUBSTANCE ABUSE COUNCIL OF JEFFERSON COUNTY, INC.
Employer identification number (EIN):160967157
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF ALCOHOL AND SUBSTANCE ABUSE COUNCIL OF JEFFERSON

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01RAISHA WOOD2024-10-04
0022022-01-01RAISHA WOOD2023-09-29
0022021-01-01RAISHA WOOD2022-07-11
0022020-01-01RAISHA WOOD2021-06-23
0022019-01-01RAISHA WOOD2020-07-16
0022018-01-01RAISHA WOOD2019-06-20
0022017-01-01RAISHA WOOD2018-06-26 RAISHA WOOD2018-06-26
0022016-01-01RAISHA WOOD2017-05-18 RAISHA WOOD2017-05-18
0022015-01-01RAISHA WOOD2016-07-28 RAISHA WOOD2016-07-28
0022014-01-01RAISHA HEWLETT2015-07-10 RAISHA HEWLETT2015-07-10
0022013-01-01RAISHA WOOD2014-07-11 RAISHA WOOD2014-07-11
0022012-01-01RAISHA WOOD2013-07-02 RAISHA WOOD2013-07-02
0022011-01-01RAISHA WOOD2012-05-15 RAISHA WOOD2012-05-15
0022010-01-01RAISHA WOOD2011-05-19 RAISHA WOOD2011-05-19

Plan Statistics for 403(B) THRIFT PLAN OF ALCOHOL AND SUBSTANCE ABUSE COUNCIL OF JEFFERSON

401k plan membership statisitcs for 403(B) THRIFT PLAN OF ALCOHOL AND SUBSTANCE ABUSE COUNCIL OF JEFFERSON

Measure Date Value
2025: 403(B) THRIFT PLAN OF ALCOHOL AND SUBSTANCE ABUSE COUNCIL OF JEFFERSON 2025 401k membership
Total number of particpants at beginning of year2025-07-1471
Total number of particpants at end of year2025-07-1477
Number of Participants With Account Balances2025-07-1476
2024: 403(B) THRIFT PLAN OF ALCOHOL AND SUBSTANCE ABUSE COUNCIL OF JEFFERSON 2024 401k membership
Total number of particpants at beginning of year2024-10-0469
Total number of particpants at end of year2024-10-0471
Number of Participants With Account Balances2024-10-0469
2022: 403(B) THRIFT PLAN OF ALCOHOL AND SUBSTANCE ABUSE COUNCIL OF JEFFERSON 2022 401k membership
Total number of particpants at beginning of year2022-07-1155
Total number of particpants at end of year2022-07-1164
Number of Participants With Account Balances2022-07-1163

Financial Data on 403(B) THRIFT PLAN OF ALCOHOL AND SUBSTANCE ABUSE COUNCIL OF JEFFERSON

Measure Date Value
2025 : 403(B) THRIFT PLAN OF ALCOHOL AND SUBSTANCE ABUSE COUNCIL OF JEFFERSON 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-140
Total liabilities as of the end of the plan year2025-07-140
Total liabilities as of the beginning of the plan year2025-07-140
Total expenses incurred by plan in this plan year2025-07-1428999
Net assets as of the end of the plan year2025-07-142458776
Total assets as of the beginning of the plan year2025-07-141918139
Value of plan covered by a fidelity bond2025-07-141000000
Participant contributions to plan in this plan year2025-07-1474207
Other expenses paid from plan in this plan year2025-07-14185
Other contributions to plan in this plan year2025-07-140
Other income to plan in this plan year2025-07-14341136
Plan net income in this plan year2025-07-14540637
Net assets as of the end of the plan year2025-07-142458776
Net assets as of the beginning of the plan year2025-07-141918139
Employer contributions to plan in this plan year2025-07-14154293
Fees paid to broker by Benefit Provider2025-07-14424
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-14654
2024 : 403(B) THRIFT PLAN OF ALCOHOL AND SUBSTANCE ABUSE COUNCIL OF JEFFERSON 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-040
Total liabilities as of the end of the plan year2024-10-040
Total liabilities as of the beginning of the plan year2024-10-040
Total expenses incurred by plan in this plan year2024-10-0434532
Net assets as of the end of the plan year2024-10-041918139
Total assets as of the beginning of the plan year2024-10-041476846
Value of plan covered by a fidelity bond2024-10-041000000
Participant contributions to plan in this plan year2024-10-0462449
Other expenses paid from plan in this plan year2024-10-040
Other contributions to plan in this plan year2024-10-040
Other income to plan in this plan year2024-10-04285463
Plan net income in this plan year2024-10-04441293
Net assets as of the end of the plan year2024-10-041918139
Net assets as of the beginning of the plan year2024-10-041476846
Employer contributions to plan in this plan year2024-10-04127913
Fees paid to broker by Benefit Provider2024-10-0459
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-04294
2022 : 403(B) THRIFT PLAN OF ALCOHOL AND SUBSTANCE ABUSE COUNCIL OF JEFFERSON 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-110
Total liabilities as of the end of the plan year2022-07-110
Total liabilities as of the beginning of the plan year2022-07-110
Total expenses incurred by plan in this plan year2022-07-1158402
Net assets as of the end of the plan year2022-07-111833919
Total assets as of the beginning of the plan year2022-07-111503255
Value of plan covered by a fidelity bond2022-07-111000000
Participant contributions to plan in this plan year2022-07-1147624
Value of participant loans at end of plan year2022-07-1127793
Other expenses paid from plan in this plan year2022-07-11448
Other contributions to plan in this plan year2022-07-110
Other income to plan in this plan year2022-07-11254606
Plan net income in this plan year2022-07-11330664
Net assets as of the end of the plan year2022-07-111833919
Net assets as of the beginning of the plan year2022-07-111503255
Employer contributions to plan in this plan year2022-07-1186836
Fees paid to broker by Benefit Provider2022-07-1187

Potentially related plans

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