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TAX DEFERRED ANNUITY PLAN OF COMBINED HEALTH AGENCIES DRIVE, INC DBA COMMUNITY 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF COMBINED HEALTH AGENCIES DRIVE, INC DBA COMMUNITY
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF COMBINED HEALTH AGENCIES DRIVE, INC DBA COMMUNITY 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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

COMBINED HEALTH AGENCIES DRIVE, INC DBA COMMUNITY HEALTH CHARITIES OF has sponsored the creation of one or more 401k plans.

Company Name:COMBINED HEALTH AGENCIES DRIVE, INC DBA COMMUNITY HEALTH CHARITIES OF
Employer identification number (EIN):237162972
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 COMBINED HEALTH AGENCIES DRIVE, INC DBA COMMUNITY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SHANNON CASTILLO2024-07-11
0012022-01-01SHANNON CASTILLO2023-07-13
0012021-01-01SHANNON CASTILLO2022-05-24
0012020-01-01SHANNON CASTILLO2021-04-28
0012019-01-01SHANNON CASTILLO2020-04-28
0012018-01-01SHANNON CASTILLO2019-05-13
0012017-01-01SHANNON CASTILLO2018-04-24 SHANNON CASTILLO2018-04-24
0012016-01-01SHANNON CASTILLO2017-04-12 SHANNON CASTILLO2017-04-12
0012015-01-01SHANNON CASTILLO2016-06-21 SHANNON CASTILLO2016-05-24
0012014-01-01SHANNON CASTILLO2015-04-13 SHANNON CASTILLO2015-04-13
0012013-01-01SHANNON CASTILLO2014-05-06 SHANNON CASTILLO2014-05-06
0012012-01-01SHANNON CASTILLO2013-06-26 SHANNON CASTILLO2013-06-26
0012011-01-01WENDY OHL2012-07-10 WENDY OHL2012-07-10
0012010-01-01WENDY OHL2011-07-13 WENDY OHL2011-07-13

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF COMBINED HEALTH AGENCIES DRIVE, INC DBA COMMUNITY

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF COMBINED HEALTH AGENCIES DRIVE, INC DBA COMMUNITY

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF COMBINED HEALTH AGENCIES DRIVE, INC DBA COMMUNITY 2025 401k membership
Total number of particpants at beginning of year2025-10-147
Total number of particpants at end of year2025-10-147
Number of Participants With Account Balances2025-10-147
2024: TAX DEFERRED ANNUITY PLAN OF COMBINED HEALTH AGENCIES DRIVE, INC DBA COMMUNITY 2024 401k membership
Total number of particpants at beginning of year2024-07-118
Total number of particpants at end of year2024-07-117
Number of Participants With Account Balances2024-07-117

Financial Data on TAX DEFERRED ANNUITY PLAN OF COMBINED HEALTH AGENCIES DRIVE, INC DBA COMMUNITY

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF COMBINED HEALTH AGENCIES DRIVE, INC DBA COMMUNITY 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-140
Total liabilities as of the end of the plan year2025-10-140
Total liabilities as of the beginning of the plan year2025-10-140
Total expenses incurred by plan in this plan year2025-10-1483
Net assets as of the end of the plan year2025-10-14714043
Total assets as of the beginning of the plan year2025-10-14596010
Value of plan covered by a fidelity bond2025-10-1475000
Participant contributions to plan in this plan year2025-10-1432604
Other expenses paid from plan in this plan year2025-10-140
Other contributions to plan in this plan year2025-10-140
Other income to plan in this plan year2025-10-1485512
Plan net income in this plan year2025-10-14118033
Net assets as of the end of the plan year2025-10-14714043
Net assets as of the beginning of the plan year2025-10-14596010
Employer contributions to plan in this plan year2025-10-140
Fees paid to broker by Benefit Provider2025-10-1430
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1483
2024 : TAX DEFERRED ANNUITY PLAN OF COMBINED HEALTH AGENCIES DRIVE, INC DBA COMMUNITY 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-110
Total liabilities as of the end of the plan year2024-07-110
Total liabilities as of the beginning of the plan year2024-07-110
Total expenses incurred by plan in this plan year2024-07-11648
Net assets as of the end of the plan year2024-07-11596010
Total assets as of the beginning of the plan year2024-07-11475757
Value of plan covered by a fidelity bond2024-07-11100000
Participant contributions to plan in this plan year2024-07-1134212
Other expenses paid from plan in this plan year2024-07-110
Other contributions to plan in this plan year2024-07-110
Other income to plan in this plan year2024-07-1186689
Plan net income in this plan year2024-07-11120253
Net assets as of the end of the plan year2024-07-11596010
Net assets as of the beginning of the plan year2024-07-11475757
Employer contributions to plan in this plan year2024-07-110
Fees paid to broker by Benefit Provider2024-07-1115
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-1146

Potentially related plans

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