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403(B) THRIFT PLAN OF MERCER COUNCIL ON ALCOHOLISM AND DRUG ADDICTION 401k Plan overview

Plan Name403(B) THRIFT PLAN OF MERCER COUNCIL ON ALCOHOLISM AND DRUG ADDICTION
Plan identification number 002

403(B) THRIFT PLAN OF MERCER COUNCIL ON ALCOHOLISM AND DRUG ADDICTION 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.
  • 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

MERCER COUNCIL ON ALCOHOLISM AND DR UG ADDICTION has sponsored the creation of one or more 401k plans.

Company Name:MERCER COUNCIL ON ALCOHOLISM AND DR UG ADDICTION
Employer identification number (EIN):222208789
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 MERCER COUNCIL ON ALCOHOLISM AND DRUG ADDICTION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01MARGARITA LEAHY2024-07-16
0022022-01-01MARGARITA LEAHY2023-05-25
0022021-01-01MARGARITA LEAHY2022-07-15
0022020-01-01JOCELYN COOPER2021-04-13
0022018-01-01JOCELYN COOPER2019-07-23
0022017-01-01JOCELYN COOPER2018-07-10 JOCELYN COOPER2018-07-10
0022016-01-01GEETHA ARULMOHAN2017-06-13 GEETHA ARULMOHAN2017-06-13
0022015-01-01GEETHA ARULMOHAN2016-06-21 GEETHA ARULMOHAN2016-06-21
0022014-01-01GEETHA ARULMOHAN2015-06-10
0022013-01-01GEETHA ARULMOHAN2014-04-16 GEETHA ARULMOHAN2014-04-16
0022012-01-01GEETHA ARULMOHAN2013-04-17
0022011-01-01GEETHA ARULMOHAN2012-04-04 GEETHA ARULMOHAN2012-04-04
0022010-01-01GEETHA ARULMOHAN2011-09-15 GEETHA ARULMOHAN2011-09-15

Plan Statistics for 403(B) THRIFT PLAN OF MERCER COUNCIL ON ALCOHOLISM AND DRUG ADDICTION

401k plan membership statisitcs for 403(B) THRIFT PLAN OF MERCER COUNCIL ON ALCOHOLISM AND DRUG ADDICTION

Measure Date Value
2025: 403(B) THRIFT PLAN OF MERCER COUNCIL ON ALCOHOLISM AND DRUG ADDICTION 2025 401k membership
Total number of particpants at beginning of year2025-07-0125
Total number of particpants at end of year2025-07-0122
Number of Participants With Account Balances2025-07-0122
2024: 403(B) THRIFT PLAN OF MERCER COUNCIL ON ALCOHOLISM AND DRUG ADDICTION 2024 401k membership
Total number of particpants at beginning of year2024-07-1623
Total number of particpants at end of year2024-07-1625
Number of Participants With Account Balances2024-07-1625
2022: 403(B) THRIFT PLAN OF MERCER COUNCIL ON ALCOHOLISM AND DRUG ADDICTION 2022 401k membership
Total number of particpants at beginning of year2022-07-1520
Total number of particpants at end of year2022-07-1522
Number of Participants With Account Balances2022-07-1522

Financial Data on 403(B) THRIFT PLAN OF MERCER COUNCIL ON ALCOHOLISM AND DRUG ADDICTION

Measure Date Value
2025 : 403(B) THRIFT PLAN OF MERCER COUNCIL ON ALCOHOLISM AND DRUG ADDICTION 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-010
Total liabilities as of the end of the plan year2025-07-010
Total liabilities as of the beginning of the plan year2025-07-010
Total expenses incurred by plan in this plan year2025-07-01204718
Net assets as of the end of the plan year2025-07-01728207
Total assets as of the beginning of the plan year2025-07-01715596
Value of plan covered by a fidelity bond2025-07-01100000
Participant contributions to plan in this plan year2025-07-0147646
Value of participant loans at end of plan year2025-07-011432
Other expenses paid from plan in this plan year2025-07-010
Other contributions to plan in this plan year2025-07-010
Other income to plan in this plan year2025-07-0186786
Plan net income in this plan year2025-07-0112611
Net assets as of the end of the plan year2025-07-01728207
Net assets as of the beginning of the plan year2025-07-01715596
Employer contributions to plan in this plan year2025-07-0182897
Fees paid to broker by Benefit Provider2025-07-01429
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-0166
2024 : 403(B) THRIFT PLAN OF MERCER COUNCIL ON ALCOHOLISM AND DRUG ADDICTION 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-160
Total liabilities as of the end of the plan year2024-07-160
Total liabilities as of the beginning of the plan year2024-07-160
Total expenses incurred by plan in this plan year2024-07-1634276
Net assets as of the end of the plan year2024-07-16715596
Total assets as of the beginning of the plan year2024-07-16532007
Value of plan covered by a fidelity bond2024-07-16100000
Participant contributions to plan in this plan year2024-07-1657047
Other expenses paid from plan in this plan year2024-07-160
Other contributions to plan in this plan year2024-07-160
Other income to plan in this plan year2024-07-1669307
Plan net income in this plan year2024-07-16183589
Net assets as of the end of the plan year2024-07-16715596
Net assets as of the beginning of the plan year2024-07-16532007
Employer contributions to plan in this plan year2024-07-1691511
Fees paid to broker by Benefit Provider2024-07-16413
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-1626
2022 : 403(B) THRIFT PLAN OF MERCER COUNCIL ON ALCOHOLISM AND DRUG ADDICTION 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-150
Total liabilities as of the end of the plan year2022-07-150
Total liabilities as of the beginning of the plan year2022-07-150
Total expenses incurred by plan in this plan year2022-07-1525053
Net assets as of the end of the plan year2022-07-15609605
Total assets as of the beginning of the plan year2022-07-15489897
Value of plan covered by a fidelity bond2022-07-15100000
Participant contributions to plan in this plan year2022-07-1532708
Other expenses paid from plan in this plan year2022-07-1589
Other contributions to plan in this plan year2022-07-150
Other income to plan in this plan year2022-07-1553774
Plan net income in this plan year2022-07-15119708
Net assets as of the end of the plan year2022-07-15609605
Net assets as of the beginning of the plan year2022-07-15489897
Employer contributions to plan in this plan year2022-07-1558279
Fees paid to broker by Benefit Provider2022-07-15240

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