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CAMDEN COUNTY COUNCIL OEO, INC. PENSION PLAN 401k Plan overview

Plan NameCAMDEN COUNTY COUNCIL OEO, INC. PENSION PLAN
Plan identification number 001

CAMDEN COUNTY COUNCIL OEO, INC. PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

CAMDEN COUNTY COUNCIL ON ECONOMIC OPPORTUNITY, INC. has sponsored the creation of one or more 401k plans.

Company Name:CAMDEN COUNTY COUNCIL ON ECONOMIC OPPORTUNITY, INC.
Employer identification number (EIN):221837642
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAMDEN COUNTY COUNCIL OEO, INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01PAUL D. JONES, II2023-03-30
0012021-01-01PAUL D. JONES, II2022-03-30
0012020-01-01MARGARET HENRY-PARKER2021-04-28
0012018-01-01MARGARET HENRY-PARKER2019-04-17
0012017-01-01MARGARET HENRY-PARKER2018-04-19
0012016-01-01MARGARET HENRY-PARKER2017-04-27
0012015-01-01MARGARET HENRY-PARKER2017-04-21
0012015-01-01MARGARET HENRY-PARKER2016-04-13
0012014-01-01MARGARET HENRY-PARKER2015-06-09
0012013-01-01MARGARET HENRY-PARKER2014-07-03
0012012-01-01MARGARET HENRY PARKER
0012011-01-01DOROTHY HARPER
0012009-01-01MARGARET HENRY PARKER

Plan Statistics for CAMDEN COUNTY COUNCIL OEO, INC. PENSION PLAN

401k plan membership statisitcs for CAMDEN COUNTY COUNCIL OEO, INC. PENSION PLAN

Measure Date Value
2012: CAMDEN COUNTY COUNCIL OEO, INC. PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01121
Total number of active participants reported on line 7a of the Form 55002012-01-0148
Number of retired or separated participants receiving benefits2012-01-019
Number of other retired or separated participants entitled to future benefits2012-01-0138
Total of all active and inactive participants2012-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0195
Number of participants with account balances2012-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: CAMDEN COUNTY COUNCIL OEO, INC. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01139
Total number of active participants reported on line 7a of the Form 55002011-01-0151
Number of retired or separated participants receiving benefits2011-01-0116
Number of other retired or separated participants entitled to future benefits2011-01-0152
Total of all active and inactive participants2011-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01119
Number of participants with account balances2011-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-019
2009: CAMDEN COUNTY COUNCIL OEO, INC. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01175
Total number of active participants reported on line 7a of the Form 55002009-01-0161
Number of retired or separated participants receiving benefits2009-01-0122
Number of other retired or separated participants entitled to future benefits2009-01-0168
Total of all active and inactive participants2009-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01151
Number of participants with account balances2009-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on CAMDEN COUNTY COUNCIL OEO, INC. PENSION PLAN

Measure Date Value
2012 : CAMDEN COUNTY COUNCIL OEO, INC. PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$101,575
Total unrealized appreciation/depreciation of assets2012-12-31$101,575
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$257,588
Total loss/gain on sale of assets2012-12-31$14,117
Total of all expenses incurred2012-12-31$97,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$80,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$97,058
Value of total assets at end of year2012-12-31$1,705,280
Value of total assets at beginning of year2012-12-31$1,545,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$17,833
Total interest from all sources2012-12-31$23,108
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$21,659
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$260,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$11,882
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$8,350
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$8,416
Other income not declared elsewhere2012-12-31$71
Administrative expenses (other) incurred2012-12-31$715
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$159,615
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,705,280
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,545,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$17,118
Income. Interest from US Government securities2012-12-31$14,555
Income. Interest from corporate debt instruments2012-12-31$8,544
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$73,916
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$44,398
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$44,398
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$9
Asset value of US Government securities at end of year2012-12-31$383,916
Asset value of US Government securities at beginning of year2012-12-31$421,325
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$97,058
Employer contributions (assets) at end of year2012-12-31$105,812
Employer contributions (assets) at beginning of year2012-12-31$101,107
Income. Dividends from common stock2012-12-31$21,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$68,258
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$277,881
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$254,566
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$855,405
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$715,853
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$462,417
Aggregate carrying amount (costs) on sale of assets2012-12-31$448,300
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31KLC FINANCIAL CONSULTING SERVICES
Accountancy firm EIN2012-12-31223698069
2011 : CAMDEN COUNTY COUNCIL OEO, INC. PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$-47,229
Total unrealized appreciation/depreciation of assets2011-12-31$-47,229
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$122,644
Total loss/gain on sale of assets2011-12-31$33,951
Total of all expenses incurred2011-12-31$228,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$211,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$93,154
Value of total assets at end of year2011-12-31$1,545,665
Value of total assets at beginning of year2011-12-31$1,651,645
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$17,485
Total interest from all sources2011-12-31$23,946
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$18,822
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$260,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$-559
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$8,416
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$7,720
Administrative expenses (other) incurred2011-12-31$448
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-105,980
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,545,665
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,651,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$17,037
Income. Interest from US Government securities2011-12-31$12,879
Income. Interest from corporate debt instruments2011-12-31$10,989
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$44,398
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$146,576
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$146,576
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$78
Asset value of US Government securities at end of year2011-12-31$421,325
Asset value of US Government securities at beginning of year2011-12-31$385,633
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$93,154
Employer contributions (assets) at end of year2011-12-31$101,107
Employer contributions (assets) at beginning of year2011-12-31$107,803
Income. Dividends from common stock2011-12-31$18,822
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$211,698
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$254,566
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$267,902
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$715,853
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$736,011
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$540,252
Aggregate carrying amount (costs) on sale of assets2011-12-31$506,301
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31KLC FINANCIAL CONSULTING SERVICES
Accountancy firm EIN2011-12-31223698069
2010 : CAMDEN COUNTY COUNCIL OEO, INC. PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$57,584
Total unrealized appreciation/depreciation of assets2010-12-31$57,584
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$248,604
Total loss/gain on sale of assets2010-12-31$24,724
Total of all expenses incurred2010-12-31$88,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$73,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$125,949
Value of total assets at end of year2010-12-31$1,651,645
Value of total assets at beginning of year2010-12-31$1,491,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$15,109
Total interest from all sources2010-12-31$24,500
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$15,847
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$600,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$-271
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$7,720
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$160,366
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,651,645
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,491,279
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$15,109
Income. Interest from corporate debt instruments2010-12-31$24,236
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$146,576
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$142,934
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$142,934
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$264
Asset value of US Government securities at end of year2010-12-31$385,633
Asset value of US Government securities at beginning of year2010-12-31$287,557
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$125,949
Employer contributions (assets) at end of year2010-12-31$107,803
Employer contributions (assets) at beginning of year2010-12-31$159,086
Income. Dividends from common stock2010-12-31$15,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$73,400
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$267,902
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$293,539
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$736,011
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$608,163
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$645,446
Aggregate carrying amount (costs) on sale of assets2010-12-31$620,722
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31KLC FINANCIAL CONSULTING SERVICES
Accountancy firm EIN2010-12-31223698069

Form 5500 Responses for CAMDEN COUNTY COUNCIL OEO, INC. PENSION PLAN

2012: CAMDEN COUNTY COUNCIL OEO, INC. PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CAMDEN COUNTY COUNCIL OEO, INC. PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CAMDEN COUNTY COUNCIL OEO, INC. PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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