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403(B) THRIFT PLAN OF EPILEPSY FOUNDATION OF GREATER CINCINNATI AND COL 401k Plan overview

Plan Name403(B) THRIFT PLAN OF EPILEPSY FOUNDATION OF GREATER CINCINNATI AND COL
Plan identification number 002

403(B) THRIFT PLAN OF EPILEPSY FOUNDATION OF GREATER CINCINNATI AND COL 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 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

EPILEPSY FOUNDATION OF GREATER CINC INNATI AND COLUMBUS has sponsored the creation of one or more 401k plans.

Company Name:EPILEPSY FOUNDATION OF GREATER CINC INNATI AND COLUMBUS
Employer identification number (EIN):237284156
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF EPILEPSY FOUNDATION OF GREATER CINCINNATI AND COL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01KATHY SCHRAG2024-07-17
0022022-01-01KATHY SCHRAG2023-07-25
0022021-01-01KATHY SCHRAG2022-10-05
0022020-01-01KATHY SCHRAG2021-06-22
0022019-01-01KATHY SCHRAG2020-07-16
0022018-01-01KATHY SCHRAG2019-07-23
0022017-01-01KATHY SCHRAG2018-07-09 KATHY SCHRAG2018-07-09
0022016-01-01KATHY SCHRAG2017-06-19 KATHY SCHRAG2017-06-19
0022015-01-01KATHY SCHRAG2016-08-01 KATHY SCHRAG2016-08-01
0022014-01-01KATHY SCHRAG2015-04-09 KATHY SCHRAG2015-04-09
0022013-01-01KATHY SCHRAG2014-10-10 KATHY SCHRAG2014-10-10
0022012-01-01KATHLEEN SCHRAG2013-08-29 KATHLEEN SCHRAG2013-08-29
0022011-01-01KATHLEEN SCHRAG2013-05-16 KATHLEEN SCHRAG2013-05-16
0022010-01-01KATHLEEN STEWART2011-07-28 KATHLEEN STEWART2011-07-28

Financial Data on 403(B) THRIFT PLAN OF EPILEPSY FOUNDATION OF GREATER CINCINNATI AND COL

Measure Date Value
2025 : 403(B) THRIFT PLAN OF EPILEPSY FOUNDATION OF GREATER CINCINNATI AND COL 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-230
Total liabilities as of the end of the plan year2025-07-230
Total liabilities as of the beginning of the plan year2025-07-230
Total expenses incurred by plan in this plan year2025-07-2322223
Net assets as of the end of the plan year2025-07-231817668
Total assets as of the beginning of the plan year2025-07-231197684
Value of plan covered by a fidelity bond2025-07-23500000
Participant contributions to plan in this plan year2025-07-2399699
Other expenses paid from plan in this plan year2025-07-230
Other contributions to plan in this plan year2025-07-23205699
Other income to plan in this plan year2025-07-23336809
Plan net income in this plan year2025-07-23619984
Net assets as of the end of the plan year2025-07-231817668
Net assets as of the beginning of the plan year2025-07-231197684
Employer contributions to plan in this plan year2025-07-230
Fees paid to broker by Benefit Provider2025-07-23317
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-23239
2024 : 403(B) THRIFT PLAN OF EPILEPSY FOUNDATION OF GREATER CINCINNATI AND COL 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-170
Total liabilities as of the end of the plan year2024-07-170
Total liabilities as of the beginning of the plan year2024-07-170
Total expenses incurred by plan in this plan year2024-07-1711297
Net assets as of the end of the plan year2024-07-171197684
Total assets as of the beginning of the plan year2024-07-17961609
Value of plan covered by a fidelity bond2024-07-17250000
Participant contributions to plan in this plan year2024-07-1778400
Other expenses paid from plan in this plan year2024-07-170
Other contributions to plan in this plan year2024-07-1727050
Other income to plan in this plan year2024-07-17141922
Plan net income in this plan year2024-07-17236075
Net assets as of the end of the plan year2024-07-171197684
Net assets as of the beginning of the plan year2024-07-17961609
Employer contributions to plan in this plan year2024-07-170
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-17113

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