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LAKE COUNTY COUNCIL ON AGING EMPLOYEES SAVINGS PLAN 401k Plan overview

Plan NameLAKE COUNTY COUNCIL ON AGING EMPLOYEES SAVINGS PLAN
Plan identification number 002

LAKE COUNTY COUNCIL ON AGING EMPLOYEES SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

LAKE COUNTY COUNCIL ON AGING has sponsored the creation of one or more 401k plans.

Company Name:LAKE COUNTY COUNCIL ON AGING
Employer identification number (EIN):237266637
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAKE COUNTY COUNCIL ON AGING EMPLOYEES SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01DEBI HOLLAND2024-06-06
0022022-01-01DEBI HOLLAND2023-07-17
0022021-01-01DEBI HOLLAND2022-05-03 DEBI HOLLAND2022-05-03
0022020-01-01DEBI HOLLAND2021-05-03 DEBI HOLLAND2021-05-03
0022019-01-01DEBI HOLLAND2020-10-16 DEBI HOLLAND2020-10-16
0022018-01-01DEBI HOLLAND2019-04-16
0022017-01-01DEBI LAMBDIN2018-07-05 DEBI LAMBDIN2018-07-05
0022016-01-01JOSEPH TOMSICK, CEO2017-06-07
0022015-01-01JOSEPH TOMSICK, CEO2016-05-16
0022014-01-01PATRICIA MCATEER2015-06-17 JOSEPH TOMSICK2015-06-17
0022013-01-01PATRICIA MCATEER2014-07-10
0022012-01-01JOSEPH TOMSICK2013-06-21
0022011-01-01JOSEPH TOMSICK2012-07-09
0022010-01-01RENEE BERRY2011-08-09

Plan Statistics for LAKE COUNTY COUNCIL ON AGING EMPLOYEES SAVINGS PLAN

401k plan membership statisitcs for LAKE COUNTY COUNCIL ON AGING EMPLOYEES SAVINGS PLAN

Measure Date Value
2025: LAKE COUNTY COUNCIL ON AGING EMPLOYEES SAVINGS PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-0149
Total number of particpants at end of year2025-10-0144
Number of Participants With Account Balances2025-10-0121
2024: LAKE COUNTY COUNCIL ON AGING EMPLOYEES SAVINGS PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-0654
Total number of particpants at end of year2024-06-0649
Number of Participants With Account Balances2024-06-0622
2022: LAKE COUNTY COUNCIL ON AGING EMPLOYEES SAVINGS PLAN 2022 401k membership
Total number of particpants at beginning of year2022-05-0329
Total number of particpants at end of year2022-05-0326
Number of Participants With Account Balances2022-05-0325

Financial Data on LAKE COUNTY COUNCIL ON AGING EMPLOYEES SAVINGS PLAN

Measure Date Value
2025 : LAKE COUNTY COUNCIL ON AGING EMPLOYEES SAVINGS PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-010
Total liabilities as of the end of the plan year2025-10-010
Total liabilities as of the beginning of the plan year2025-10-010
Total expenses incurred by plan in this plan year2025-10-0123763
Net assets as of the end of the plan year2025-10-01757028
Total assets as of the beginning of the plan year2025-10-01651266
Value of plan covered by a fidelity bond2025-10-01250000
Participant contributions to plan in this plan year2025-10-0142406
Other expenses paid from plan in this plan year2025-10-010
Other contributions to plan in this plan year2025-10-010
Other income to plan in this plan year2025-10-0166812
Plan net income in this plan year2025-10-01105762
Net assets as of the end of the plan year2025-10-01757028
Net assets as of the beginning of the plan year2025-10-01651266
Employer contributions to plan in this plan year2025-10-0120307
Fees paid to broker by Benefit Provider2025-10-013511
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-01552
2024 : LAKE COUNTY COUNCIL ON AGING EMPLOYEES SAVINGS PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-060
Total liabilities as of the end of the plan year2024-06-060
Total liabilities as of the beginning of the plan year2024-06-060
Total expenses incurred by plan in this plan year2024-06-06122673
Net assets as of the end of the plan year2024-06-06651266
Total assets as of the beginning of the plan year2024-06-06637144
Value of plan covered by a fidelity bond2024-06-06250000
Participant contributions to plan in this plan year2024-06-0636387
Other expenses paid from plan in this plan year2024-06-060
Other contributions to plan in this plan year2024-06-060
Other income to plan in this plan year2024-06-0681855
Plan net income in this plan year2024-06-0614122
Net assets as of the end of the plan year2024-06-06651266
Net assets as of the beginning of the plan year2024-06-06637144
Employer contributions to plan in this plan year2024-06-0618553
Fees paid to broker by Benefit Provider2024-06-063220
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-06462
2022 : LAKE COUNTY COUNCIL ON AGING EMPLOYEES SAVINGS PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-03241729
Net assets as of the end of the plan year2022-05-03826257
Total assets as of the beginning of the plan year2022-05-03906698
Value of plan covered by a fidelity bond2022-05-03250000
Participant contributions to plan in this plan year2022-05-0348138
Other expenses paid from plan in this plan year2022-05-03557
Other contributions to plan in this plan year2022-05-030
Other income to plan in this plan year2022-05-0395558
Plan net income in this plan year2022-05-03-80441
Net assets as of the end of the plan year2022-05-03826257
Net assets as of the beginning of the plan year2022-05-03906698
Employer contributions to plan in this plan year2022-05-0317592
Fees paid to broker by Benefit Provider2022-05-034388

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