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403(B) THRIFT PLAN OF MONTGOMERY COUNTY COMMUNITY ACTIONDEVELOPMENT COMM 401k Plan overview

Plan Name403(B) THRIFT PLAN OF MONTGOMERY COUNTY COMMUNITY ACTIONDEVELOPMENT COMM
Plan identification number 001

403(B) THRIFT PLAN OF MONTGOMERY COUNTY COMMUNITY ACTIONDEVELOPMENT COMM 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 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

MONTGOMERY COUNTY COMMUNITY ACTION DEVELOPMENT COMMISSION has sponsored the creation of one or more 401k plans.

Company Name:MONTGOMERY COUNTY COMMUNITY ACTION DEVELOPMENT COMMISSION
Employer identification number (EIN):231689892
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF MONTGOMERY COUNTY COMMUNITY ACTIONDEVELOPMENT COMM

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SANDY SHARMA2024-10-10
0012022-01-01SANDY SHARMA2023-09-20
0012021-01-01SANDY SHARMA2022-06-13
0012020-01-01SANDY SHARMA2021-07-22
0012019-01-01SANDY SHARMA2020-07-27
0012018-01-01SANDY SHARMA2019-07-25
0012017-01-01SANDY SHARMA2018-07-17 SANDY SHARMA2018-07-17
0012016-01-01RICK BEATON2017-07-31 RICK BEATON2017-07-31
0012015-01-01RICK BEATON2016-05-19 RICK BEATON2016-05-19
0012014-01-01RICK BEATON2015-06-09 RICK BEATON2015-06-09
0012013-01-01SANDY SHARMA2014-05-16 SANDY SHARMA2014-05-16
0012012-01-01WILLIAM YURKOW2013-07-10
0012011-01-01RICK BEATON2012-07-13 RICK BEATON2012-07-13
0012010-01-01ELIZABETH WILLIAMS2011-09-16

Financial Data on 403(B) THRIFT PLAN OF MONTGOMERY COUNTY COMMUNITY ACTIONDEVELOPMENT COMM

Measure Date Value
2025 : 403(B) THRIFT PLAN OF MONTGOMERY COUNTY COMMUNITY ACTIONDEVELOPMENT COMM 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-140
Total liabilities as of the end of the plan year2025-05-140
Total liabilities as of the beginning of the plan year2025-05-140
Total expenses incurred by plan in this plan year2025-05-1438
Net assets as of the end of the plan year2025-05-14908118
Total assets as of the beginning of the plan year2025-05-14707702
Value of plan covered by a fidelity bond2025-05-14500000
Participant contributions to plan in this plan year2025-05-1435728
Other expenses paid from plan in this plan year2025-05-140
Other contributions to plan in this plan year2025-05-140
Other income to plan in this plan year2025-05-14159147
Plan net income in this plan year2025-05-14200416
Net assets as of the end of the plan year2025-05-14908118
Net assets as of the beginning of the plan year2025-05-14707702
Employer contributions to plan in this plan year2025-05-145579
Fees paid to broker by Benefit Provider2025-05-14107
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-1438
2024 : 403(B) THRIFT PLAN OF MONTGOMERY COUNTY COMMUNITY ACTIONDEVELOPMENT COMM 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-100
Total liabilities as of the end of the plan year2024-10-100
Total liabilities as of the beginning of the plan year2024-10-100
Total expenses incurred by plan in this plan year2024-10-1074308
Net assets as of the end of the plan year2024-10-10707702
Total assets as of the beginning of the plan year2024-10-10588434
Value of plan covered by a fidelity bond2024-10-10500000
Participant contributions to plan in this plan year2024-10-1042700
Other expenses paid from plan in this plan year2024-10-100
Other contributions to plan in this plan year2024-10-100
Other income to plan in this plan year2024-10-10144782
Plan net income in this plan year2024-10-10119268
Net assets as of the end of the plan year2024-10-10707702
Net assets as of the beginning of the plan year2024-10-10588434
Employer contributions to plan in this plan year2024-10-106094
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-100
2022 : 403(B) THRIFT PLAN OF MONTGOMERY COUNTY COMMUNITY ACTIONDEVELOPMENT COMM 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-130
Total liabilities as of the end of the plan year2022-06-130
Total liabilities as of the beginning of the plan year2022-06-130
Total expenses incurred by plan in this plan year2022-06-134872
Net assets as of the end of the plan year2022-06-13734801
Total assets as of the beginning of the plan year2022-06-13583731
Value of plan covered by a fidelity bond2022-06-13500000
Participant contributions to plan in this plan year2022-06-1332872
Other expenses paid from plan in this plan year2022-06-1381
Other contributions to plan in this plan year2022-06-130
Other income to plan in this plan year2022-06-13116306
Plan net income in this plan year2022-06-13151070
Net assets as of the end of the plan year2022-06-13734801
Net assets as of the beginning of the plan year2022-06-13583731
Employer contributions to plan in this plan year2022-06-136764
Fees paid to broker by Benefit Provider2022-06-1343

Potentially related plans

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