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403(B) THRIFT PLAN OF THE CARTER BURDEN CENTER FOR THE AGING, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF THE CARTER BURDEN CENTER FOR THE AGING, INC.
Plan identification number 001

403(B) THRIFT PLAN OF THE CARTER BURDEN CENTER FOR THE 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

THE CARTER BURDEN CENTER FOR THE AG ING, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE CARTER BURDEN CENTER FOR THE AG ING, INC.
Employer identification number (EIN):237129499
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF THE CARTER BURDEN CENTER FOR THE AGING, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01RHONA RICHARDS-BRONSO2022-06-28
0012020-01-01RHONA RICHARDS-BRONSO2021-07-30
0012018-01-01RHONA RICHARDS-BRONSO2019-07-31
0012017-01-01ROSALY URBAEZ2018-05-21 ROSALY URBAEZ2018-05-21
0012016-01-01RHONA RICHARDS2017-09-25
0012015-01-01RHONA RICHARDS2016-08-01 RHONA RICHARDS2016-08-01
0012014-01-01RHONA RICHARDS2015-06-19 RHONA RICHARDS2015-06-19
0012013-01-01RHONA RICHARDS2014-05-16 RHONA RICHARDS2014-05-16
0012012-01-01RHONA RICHARDS2013-07-30 RHONA RICHARDS2013-07-30
0012011-01-01RHONA RICHARDS2012-06-14 RHONA RICHARDS2012-06-14
0012010-01-01RHONA RICHARDS2011-10-04 RHONA RICHARDS2011-10-04

Plan Statistics for 403(B) THRIFT PLAN OF THE CARTER BURDEN CENTER FOR THE AGING, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF THE CARTER BURDEN CENTER FOR THE AGING, INC.

Measure Date Value
2022: 403(B) THRIFT PLAN OF THE CARTER BURDEN CENTER FOR THE AGING, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-01129
Total number of active participants reported on line 7a of the Form 55002022-01-01110
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0121
Total of all active and inactive participants2022-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01132
Number of participants with account balances2022-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010

Financial Data on 403(B) THRIFT PLAN OF THE CARTER BURDEN CENTER FOR THE AGING, INC.

Measure Date Value
2022 : 403(B) THRIFT PLAN OF THE CARTER BURDEN CENTER FOR THE AGING, INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-79,004
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$144,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$142,985
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$545,862
Value of total assets at end of year2022-12-31$4,233,571
Value of total assets at beginning of year2022-12-31$4,456,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,334
Total interest from all sources2022-12-31$2,702
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$289,340
Participant contributions at end of year2022-12-31$53,905
Participant contributions at beginning of year2022-12-31$75,915
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$100,103
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$1,334
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-223,323
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,233,571
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,456,894
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,117,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,455,385
Interest on participant loans2022-12-31$0
Interest earned on other investments2022-12-31$2,702
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,062,125
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$925,594
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$-627,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$156,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$142,985
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified

Form 5500 Responses for 403(B) THRIFT PLAN OF THE CARTER BURDEN CENTER FOR THE AGING, INC.

2022: 403(B) THRIFT PLAN OF THE CARTER BURDEN CENTER FOR THE AGING, INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number008524
Policy instance 1
Insurance contract or identification number008524
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $741
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees741
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION
Insurance broker organization code?3

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