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TAX DEFERRED ANNUITY PLAN OF COMMUNITY SERVICES, INC. OF OCEAN COUNTY 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF COMMUNITY SERVICES, INC. OF OCEAN COUNTY
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF COMMUNITY SERVICES, INC. OF OCEAN COUNTY 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 SERVICES, INC. OF OCEAN C OUNTY has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY SERVICES, INC. OF OCEAN C OUNTY
Employer identification number (EIN):222070381
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF COMMUNITY SERVICES, INC. OF OCEAN COUNTY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01SHIRLEY HORNER2024-06-20
0022022-01-01NICK RICE2023-05-25
0022021-01-01SHIRLEY HORNER2022-07-14
0022020-01-01SHIRLEY HORNER2021-07-09
0022017-01-01JAMES SIGURDSON2017-08-05 JAMES SIGURDSON2017-08-05
0022016-01-01JAMES G. SIGURDSON2017-04-13 JAMES G. SIGURDSON2017-04-13
0022015-01-01JAMES G. SIGURDSON2016-05-13 JAMES G. SIGURDSON2016-05-13
0022014-01-01JAMES G. SIGURDSON2015-04-20 JAMES G. SIGURDSON2015-04-20
0022013-01-01JAMES SIGURDSON2014-07-30 JAMES SIGURDSON2014-07-30
0022012-01-01JAMES G. SIGURDSON2013-07-08 JAMES G. SIGURDSON2013-07-08
0022011-01-01JAMES G. SIGURDSON2012-07-24 JAMES G. SIGURDSON2012-07-24
0022010-01-01JAMES G. SIGURDSON2011-06-08 JAMES G. SIGURDSON2011-06-08

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF COMMUNITY SERVICES, INC. OF OCEAN COUNTY

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF COMMUNITY SERVICES, INC. OF OCEAN COUNTY

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF COMMUNITY SERVICES, INC. OF OCEAN COUNTY 2025 401k membership
Total number of particpants at beginning of year2025-06-1036
Total number of particpants at end of year2025-06-1040
Number of Participants With Account Balances2025-06-1013
2024: TAX DEFERRED ANNUITY PLAN OF COMMUNITY SERVICES, INC. OF OCEAN COUNTY 2024 401k membership
Total number of particpants at beginning of year2024-06-2040
Total number of particpants at end of year2024-06-2043
Number of Participants With Account Balances2024-06-209
2022: TAX DEFERRED ANNUITY PLAN OF COMMUNITY SERVICES, INC. OF OCEAN COUNTY 2022 401k membership
Total number of particpants at beginning of year2022-07-1437
Total number of particpants at end of year2022-07-1434
Number of Participants With Account Balances2022-07-149

Financial Data on TAX DEFERRED ANNUITY PLAN OF COMMUNITY SERVICES, INC. OF OCEAN COUNTY

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF COMMUNITY SERVICES, INC. OF OCEAN COUNTY 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-10680
Net assets as of the end of the plan year2025-06-10142522
Total assets as of the beginning of the plan year2025-06-1092707
Value of plan covered by a fidelity bond2025-06-1010000
Participant contributions to plan in this plan year2025-06-1032826
Value of participant loans at end of plan year2025-06-103509
Other income to plan in this plan year2025-06-1017669
Plan net income in this plan year2025-06-1049815
Net assets as of the end of the plan year2025-06-10142522
Net assets as of the beginning of the plan year2025-06-1092707
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-10680
2024 : TAX DEFERRED ANNUITY PLAN OF COMMUNITY SERVICES, INC. OF OCEAN COUNTY 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-2025009
Net assets as of the end of the plan year2024-06-2092707
Total assets as of the beginning of the plan year2024-06-2077988
Value of plan covered by a fidelity bond2024-06-208000
Participant contributions to plan in this plan year2024-06-2024224
Other income to plan in this plan year2024-06-2015504
Plan net income in this plan year2024-06-2014719
Net assets as of the end of the plan year2024-06-2092707
Net assets as of the beginning of the plan year2024-06-2077988
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-20575
2022 : TAX DEFERRED ANNUITY PLAN OF COMMUNITY SERVICES, INC. OF OCEAN COUNTY 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-144190
Net assets as of the end of the plan year2022-07-1458334
Total assets as of the beginning of the plan year2022-07-1421944
Value of plan covered by a fidelity bond2022-07-143000
Participant contributions to plan in this plan year2022-07-1435036
Other income to plan in this plan year2022-07-145544
Plan net income in this plan year2022-07-1436390
Net assets as of the end of the plan year2022-07-1458334
Net assets as of the beginning of the plan year2022-07-1421944
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-14340

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