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TAX DEFERRED ANNUITY PLAN OF CONSUMER CREDIT COUNSELING SERVICEOF ROCHESTER, I 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF CONSUMER CREDIT COUNSELING SERVICEOF ROCHESTER, I
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF CONSUMER CREDIT COUNSELING SERVICEOF ROCHESTER, I Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements 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

CONSUMER CREDIT COUNSELING SERVICE OF ROCHESTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:CONSUMER CREDIT COUNSELING SERVICE OF ROCHESTER, INC.
Employer identification number (EIN):160972260
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about CONSUMER CREDIT COUNSELING SERVICE OF ROCHESTER, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1970-02-26
Company Identification Number: 289631

More information about CONSUMER CREDIT COUNSELING SERVICE OF ROCHESTER, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF CONSUMER CREDIT COUNSELING SERVICEOF ROCHESTER, I

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LISA BENNETT2024-10-04
0012022-01-01LISA BENNETT2023-10-13
0012021-01-01JASON TRACY2022-03-29
0012020-01-01JASON TRACY2021-09-24
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01JASON TRACY2014-07-09 JASON TRACY2014-07-09
0012012-01-01JASON TRACY2013-07-23 JASON TRACY2013-07-23
0012011-01-01ED WALLACE2012-10-12 ED WALLACE2012-10-12
0012010-01-01LINDA HOWLAND2011-06-30 LINDA HOWLAND2011-06-30

Financial Data on TAX DEFERRED ANNUITY PLAN OF CONSUMER CREDIT COUNSELING SERVICEOF ROCHESTER, I

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF CONSUMER CREDIT COUNSELING SERVICEOF ROCHESTER, I 2025 401k financial data
Total expenses incurred by plan in this plan year2025-08-14138142
Net assets as of the end of the plan year2025-08-141795610
Total assets as of the beginning of the plan year2025-08-141529513
Value of plan covered by a fidelity bond2025-08-141000000
Participant contributions to plan in this plan year2025-08-14123490
Value of participant loans at end of plan year2025-08-1481760
Other expenses paid from plan in this plan year2025-08-140
Other contributions to plan in this plan year2025-08-140
Other income to plan in this plan year2025-08-14204836
Plan net income in this plan year2025-08-14266097
Net assets as of the end of the plan year2025-08-141795610
Net assets as of the beginning of the plan year2025-08-141529513
Employer contributions to plan in this plan year2025-08-1475913
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-1412363
2024 : TAX DEFERRED ANNUITY PLAN OF CONSUMER CREDIT COUNSELING SERVICEOF ROCHESTER, I 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-0485038
Net assets as of the end of the plan year2024-10-041529513
Total assets as of the beginning of the plan year2024-10-041178514
Value of plan covered by a fidelity bond2024-10-041000000
Participant contributions to plan in this plan year2024-10-04132958
Value of participant loans at end of plan year2024-10-0413352
Other contributions to plan in this plan year2024-10-040
Other income to plan in this plan year2024-10-04224026
Plan net income in this plan year2024-10-04350999
Net assets as of the end of the plan year2024-10-041529513
Net assets as of the beginning of the plan year2024-10-041178514
Employer contributions to plan in this plan year2024-10-0479053
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-048906
2022 : TAX DEFERRED ANNUITY PLAN OF CONSUMER CREDIT COUNSELING SERVICEOF ROCHESTER, I 2022 401k financial data
Total expenses incurred by plan in this plan year2022-03-2936564
Net assets as of the end of the plan year2022-03-291220924
Total assets as of the beginning of the plan year2022-03-29946119
Value of plan covered by a fidelity bond2022-03-291000000
Participant contributions to plan in this plan year2022-03-29108583
Value of participant loans at end of plan year2022-03-299215
Other contributions to plan in this plan year2022-03-290
Other income to plan in this plan year2022-03-29146826
Plan net income in this plan year2022-03-29274805
Net assets as of the end of the plan year2022-03-291220924
Net assets as of the beginning of the plan year2022-03-29946119
Employer contributions to plan in this plan year2022-03-2955960
Expensese paid to adminstrative service provicers from plan in this plan year2022-03-296619

Potentially related plans

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