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403(B) THRIFT PLAN OF NORTH CENTRAL AREA AGENCY ON AGING, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF NORTH CENTRAL AREA AGENCY ON AGING, INC.
Plan identification number 001

403(B) THRIFT PLAN OF NORTH CENTRAL AREA AGENCY ON AGING, INC. 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 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

NORTH CENTRAL AREA AGENCY ON AGING, INC. has sponsored the creation of one or more 401k plans.

Company Name:NORTH CENTRAL AREA AGENCY ON AGING, INC.
Employer identification number (EIN):223059029
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF NORTH CENTRAL AREA AGENCY ON AGING, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-09-01JOANNA RIVERA-BREMMER2024-07-01
0012021-09-01JOANNA RIVERA-BREMMER2023-07-12
0012020-09-01EDWARD DRAPP2022-02-25
0012019-09-01JOAN MALONE2020-12-23
0012018-09-01JOAN MALONE2020-03-16
0012017-09-01JOAN MALONE2019-03-28
0012016-09-01JOAN MALONE2018-03-21 JOAN MALONE2018-03-21
0012015-09-01JOAN P. MALONE2017-02-21 JOAN P. MALONE2017-02-21
0012014-09-01JOAN P. MALONE2016-02-23 JOAN P. MALONE2016-02-23
0012013-09-01JOAN MALONE2015-02-18
0012012-09-01JOAN MALONE2014-01-23 JOAN MALONE2014-01-23
0012011-09-01JOAN MALONE2013-09-03 JOAN MALONE2013-09-03
0012010-09-01JOAN MALONE2011-10-12 JOAN MALONE2011-10-12

Financial Data on 403(B) THRIFT PLAN OF NORTH CENTRAL AREA AGENCY ON AGING, INC.

Measure Date Value
2025 : 403(B) THRIFT PLAN OF NORTH CENTRAL AREA AGENCY ON AGING, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-300
Total liabilities as of the end of the plan year2025-04-300
Total liabilities as of the beginning of the plan year2025-04-300
Total expenses incurred by plan in this plan year2025-04-3038002
Net assets as of the end of the plan year2025-04-301053628
Total assets as of the beginning of the plan year2025-04-30779361
Value of plan covered by a fidelity bond2025-04-30115000
Participant contributions to plan in this plan year2025-04-3032992
Other expenses paid from plan in this plan year2025-04-300
Other contributions to plan in this plan year2025-04-300
Other income to plan in this plan year2025-04-30157599
Plan net income in this plan year2025-04-30274267
Net assets as of the end of the plan year2025-04-301053628
Net assets as of the beginning of the plan year2025-04-30779361
Employer contributions to plan in this plan year2025-04-30121678
Fees paid to broker by Benefit Provider2025-04-3019
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-30209

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