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403(B) THRIFT PLAN OF AD LIB 401k Plan overview

Plan Name403(B) THRIFT PLAN OF AD LIB
Plan identification number 001

403(B) THRIFT PLAN OF AD LIB 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.

401k Sponsoring company profile

AD LIB has sponsored the creation of one or more 401k plans.

Company Name:AD LIB
Employer identification number (EIN):222533311
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Additional information about AD LIB

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1957-02-28
Company Identification Number: C0334352

More information about AD LIB

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF AD LIB

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01SALLY ENGLISH2024-03-19
0012021-07-01BRYAN COMALLI2023-05-08
0012020-07-01JOSEPH CASTELLANI2021-12-23
0012019-07-01JOSEPH CASTELLANI2020-12-28
0012018-07-01JOSEPH CASTELLANI2019-12-17
0012017-07-01JOSEPH CASTELLANI2018-12-03
0012016-07-01JOSEPH CASTELLANI2017-12-07 JOSEPH CASTELLANI2017-12-07
0012015-07-01JOSEPH CASTELLANI2017-01-03 JOSEPH CASTELLANI2017-01-03
0012014-07-01JOSEPH CASTELLANI2015-12-15 JOSEPH CASTELLANI2015-12-15
0012013-07-01JOSEPH CASTELLANI2015-01-08 JOSEPH CASTELLANI2015-01-08
0012012-07-01JOSEPH CASTELLANI2013-12-17 JOSEPH CASTELLANI2013-12-17
0012011-07-01JOSEPH CASTELLANI2013-01-23 JOSEPH CASTELLANI2013-01-23
0012010-07-01JOSEPH CASTELLANI2011-11-09 JOSEPH CASTELLANI2011-11-09

Plan Statistics for 403(B) THRIFT PLAN OF AD LIB

401k plan membership statisitcs for 403(B) THRIFT PLAN OF AD LIB

Measure Date Value
2025: 403(B) THRIFT PLAN OF AD LIB 2025 401k membership
Total number of particpants at beginning of year2025-03-0639
Total number of particpants at end of year2025-03-0641
Number of Participants With Account Balances2025-03-0640

Financial Data on 403(B) THRIFT PLAN OF AD LIB

Measure Date Value
2025 : 403(B) THRIFT PLAN OF AD LIB 2025 401k financial data
Total transfers to/from plan in this plan year2025-03-060
Total liabilities as of the end of the plan year2025-03-060
Total liabilities as of the beginning of the plan year2025-03-060
Total expenses incurred by plan in this plan year2025-03-06150528
Net assets as of the end of the plan year2025-03-06749007
Total assets as of the beginning of the plan year2025-03-06696310
Value of plan covered by a fidelity bond2025-03-06100000
Participant contributions to plan in this plan year2025-03-0647568
Other expenses paid from plan in this plan year2025-03-060
Other contributions to plan in this plan year2025-03-0618713
Other income to plan in this plan year2025-03-06109440
Plan net income in this plan year2025-03-0652697
Net assets as of the end of the plan year2025-03-06749007
Net assets as of the beginning of the plan year2025-03-06696310
Employer contributions to plan in this plan year2025-03-0627504
Fees paid to broker by Benefit Provider2025-03-06444
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-06444

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