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TAX DEFERRED ANNUITY PLAN OF ADAMS COUNTY OFFICE FOR AGING, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF ADAMS COUNTY OFFICE FOR AGING, INC.
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF ADAMS COUNTY OFFICE FOR AGING, INC. 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)(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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

ADAMS COUNTY OFFICE FOR AGING, INC. has sponsored the creation of one or more 401k plans.

Company Name:ADAMS COUNTY OFFICE FOR AGING, INC.
Employer identification number (EIN):232010598
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF ADAMS COUNTY OFFICE FOR AGING, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SCOTT BIRCKHEAD2024-06-25
0012022-01-01RHONDA SHUPP2023-09-29
0012021-01-01THOMAS HUNT JR2022-07-06
0012020-01-01THOMAS HUNT JR2021-07-15
0012019-01-01VICKI HUFFAKER2020-07-28
0012018-01-01VICKI HUFFAKER2019-07-17
0012017-01-01VICKI HUFFAKER2018-05-23
0012016-01-01VICKI HUFFAKER2017-05-25
0012015-01-01VICKI HUFFAKER2016-06-30
0012014-01-01VICKI HUFFAKER2015-05-28
0012013-01-01STEVEN D. NIEBLER2014-06-18
0012012-01-01STEVEN D. NIEBLER2013-06-17
0012011-01-01STEVEN D. NIEBLER2012-06-20
0012010-01-01STEVEN D. NIEBLER2011-07-12

Financial Data on TAX DEFERRED ANNUITY PLAN OF ADAMS COUNTY OFFICE FOR AGING, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF ADAMS COUNTY OFFICE FOR 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 year2025-04-3029174
Net assets as of the end of the plan year2025-04-30529427
Total assets as of the beginning of the plan year2025-04-30461572
Value of plan covered by a fidelity bond2025-04-3050000
Participant contributions to plan in this plan year2025-04-3016756
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 year2025-04-3080273
Plan net income in this plan year2025-04-3067855
Net assets as of the end of the plan year2025-04-30529427
Net assets as of the beginning of the plan year2025-04-30461572
Employer contributions to plan in this plan year2025-04-300
Fees paid to broker by Benefit Provider2025-04-30138
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-3049
2024 : TAX DEFERRED ANNUITY PLAN OF ADAMS COUNTY OFFICE FOR AGING, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-250
Total liabilities as of the end of the plan year2024-06-250
Total liabilities as of the beginning of the plan year2024-06-250
Total expenses incurred by plan in this plan year2024-06-257998
Net assets as of the end of the plan year2024-06-25461572
Total assets as of the beginning of the plan year2024-06-25328740
Value of plan covered by a fidelity bond2024-06-2550000
Participant contributions to plan in this plan year2024-06-2511995
Other expenses paid from plan in this plan year2024-06-250
Other contributions to plan in this plan year2024-06-2550720
Other income to plan in this plan year2024-06-2578115
Plan net income in this plan year2024-06-25132832
Net assets as of the end of the plan year2024-06-25461572
Net assets as of the beginning of the plan year2024-06-25328740
Employer contributions to plan in this plan year2024-06-250
Fees paid to broker by Benefit Provider2024-06-2522
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-250
2022 : TAX DEFERRED ANNUITY PLAN OF ADAMS COUNTY OFFICE FOR AGING, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-060
Total liabilities as of the end of the plan year2022-07-060
Total liabilities as of the beginning of the plan year2022-07-060
Total expenses incurred by plan in this plan year2022-07-06319254
Net assets as of the end of the plan year2022-07-06414392
Total assets as of the beginning of the plan year2022-07-06608068
Value of plan covered by a fidelity bond2022-07-0650000
Participant contributions to plan in this plan year2022-07-0620020
Other expenses paid from plan in this plan year2022-07-069
Other contributions to plan in this plan year2022-07-060
Other income to plan in this plan year2022-07-06105558
Plan net income in this plan year2022-07-06-193676
Net assets as of the end of the plan year2022-07-06414392
Net assets as of the beginning of the plan year2022-07-06608068
Employer contributions to plan in this plan year2022-07-060
Fees paid to broker by Benefit Provider2022-07-0639

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