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| Plan Name | ASSOCIATION OF SOCIAL WORK BOARDS RETIREMENT PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | ASSOCIATION OF SOCIAL WORK BOARDS |
| Employer identification number (EIN): | 222414510 |
| NAIC Classification: | 813000 |
| NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about ASSOCIATION OF SOCIAL WORK BOARDS
| Jurisdiction of Incorporation: | Virginia Secretary of State |
| Incorporation Date: | 1979-03-16 |
| Company Identification Number: | 0193317 |
| Legal Registered Office Address: |
400 SOUTH RIDGE PARKWAY SUITE B STE B CULPEPER United States of America (USA) 22701 |
More information about ASSOCIATION OF SOCIAL WORK BOARDS
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | VU TRAN | 2024-05-17 | ||
| 002 | 2022-01-01 | VU TRAN | 2023-07-06 | ||
| 002 | 2021-01-01 | HEATHER FOLEY | 2022-08-01 | ||
| 002 | 2020-01-01 | HEATHER FOLEY | 2021-07-29 | ||
| 002 | 2019-01-01 | HEATHER FOLEY | 2020-07-30 | ||
| 002 | 2018-01-01 | HEATHER FOLEY | 2019-10-08 | ||
| 002 | 2017-01-01 | EUGENE A. GREGORY | 2018-07-26 | EUGENE A. GREGORY | 2018-07-26 |
| 002 | 2016-01-01 | EUGENE A. GREGORY | 2017-06-15 | EUGENE A. GREGORY | 2017-06-15 |
| 002 | 2015-01-01 | JACQUELINE ASHBY | 2016-07-21 | JACQUELINE ASHBY | 2016-07-21 |
| 002 | 2014-01-01 | JACQUELINE ASHBY | 2015-05-26 | JACQUELINE ASHBY | 2015-05-26 |
| 002 | 2013-01-01 | MARY JO MONAHAN | 2014-07-28 | MARY JO MONAHAN | 2014-07-28 |
| 002 | 2012-01-01 | MARY JO MONAHAN | 2013-10-10 | ||
| 002 | 2011-01-01 | DONNA DE'ANGELIS | 2012-10-11 | ||
| 002 | 2010-01-01 | DONNA DE'ANGELIS | 2011-07-28 |
| Measure | Date | Value |
|---|---|---|
| 2025 : ASSOCIATION OF SOCIAL WORK BOARDS RETIREMENT PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-04-30 | 259470 |
| Net assets as of the end of the plan year | 2025-04-30 | 5924061 |
| Total assets as of the beginning of the plan year | 2025-04-30 | 5022791 |
| Value of plan covered by a fidelity bond | 2025-04-30 | 500000 |
| Participant contributions to plan in this plan year | 2025-04-30 | 210899 |
| Value of participant loans at end of plan year | 2025-04-30 | 155966 |
| Other contributions to plan in this plan year | 2025-04-30 | 80423 |
| Other income to plan in this plan year | 2025-04-30 | 483516 |
| Plan net income in this plan year | 2025-04-30 | 901270 |
| Net assets as of the end of the plan year | 2025-04-30 | 5924061 |
| Net assets as of the beginning of the plan year | 2025-04-30 | 5022791 |
| Employer contributions to plan in this plan year | 2025-04-30 | 385902 |
| Fees paid to broker by Benefit Provider | 2025-04-30 | 11849 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-30 | 33411 |
| 2024 : ASSOCIATION OF SOCIAL WORK BOARDS RETIREMENT PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-05-17 | 252655 |
| Net assets as of the end of the plan year | 2024-05-17 | 5022791 |
| Total assets as of the beginning of the plan year | 2024-05-17 | 5085340 |
| Value of plan covered by a fidelity bond | 2024-05-17 | 500000 |
| Participant contributions to plan in this plan year | 2024-05-17 | 251667 |
| Value of participant loans at end of plan year | 2024-05-17 | 100643 |
| Other contributions to plan in this plan year | 2024-05-17 | 106621 |
| Other income to plan in this plan year | 2024-05-17 | -521293 |
| Plan net income in this plan year | 2024-05-17 | -62549 |
| Net assets as of the end of the plan year | 2024-05-17 | 5022791 |
| Net assets as of the beginning of the plan year | 2024-05-17 | 5085340 |
| Employer contributions to plan in this plan year | 2024-05-17 | 353111 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-17 | 26628 |
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