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CENTER FOR EVALUATION & COUNSELING 403(B) PLAN 401k Plan overview

Plan NameCENTER FOR EVALUATION & COUNSELING 403(B) PLAN
Plan identification number 001

CENTER FOR EVALUATION & COUNSELING 403(B) PLAN 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 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)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock 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

CENTER FOR EVALUATION & COUNSELING has sponsored the creation of one or more 401k plans.

Company Name:CENTER FOR EVALUATION & COUNSELING
Employer identification number (EIN):223321714
NAIC Classification:621330
NAIC Description:Offices of Mental Health Practitioners (except Physicians)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTER FOR EVALUATION & COUNSELING 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01MARGARET PITTALUGA2015-10-07
0012013-01-01MARGARET PITTALUGA2014-08-26
0012012-01-01MARGARET PITTALUGA2013-10-14
0012011-01-01MARGARET PITTALUGA2012-10-09
0012010-01-01MARGARET PITTALUGA2011-10-13

Plan Statistics for CENTER FOR EVALUATION & COUNSELING 403(B) PLAN

401k plan membership statisitcs for CENTER FOR EVALUATION & COUNSELING 403(B) PLAN

Measure Date Value
2024: CENTER FOR EVALUATION & COUNSELING 403(B) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-01-1737
Total number of particpants at end of year2024-01-1742
Number of Participants With Account Balances2024-01-1742

Financial Data on CENTER FOR EVALUATION & COUNSELING 403(B) PLAN

Measure Date Value
2024 : CENTER FOR EVALUATION & COUNSELING 403(B) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-01-170
Total liabilities as of the end of the plan year2024-01-170
Total liabilities as of the beginning of the plan year2024-01-170
Total expenses incurred by plan in this plan year2024-01-1731431
Net assets as of the end of the plan year2024-01-172930497
Total assets as of the beginning of the plan year2024-01-172408379
Value of plan covered by a fidelity bond2024-01-17340000
Participant contributions to plan in this plan year2024-01-1780406
Value of participant loans at end of plan year2024-01-1741777
Other expenses paid from plan in this plan year2024-01-170
Other contributions to plan in this plan year2024-01-170
Other income to plan in this plan year2024-01-17397343
Plan net income in this plan year2024-01-17522118
Net assets as of the end of the plan year2024-01-172930497
Net assets as of the beginning of the plan year2024-01-172408379
Employer contributions to plan in this plan year2024-01-1775800
Expensese paid to adminstrative service provicers from plan in this plan year2024-01-17540

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