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EMPLOYEE BENEFITS PLAN OF THE COUCIL ON AGING OF BUNCOMBE COUNTY, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFITS PLAN OF THE COUCIL ON AGING OF BUNCOMBE COUNTY, INC.
Plan identification number 003

EMPLOYEE BENEFITS PLAN OF THE COUCIL ON AGING OF BUNCOMBE COUNTY, INC. 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

COUNCIL ON AGING OF BUNCOMBE COUNTY, INC. has sponsored the creation of one or more 401k plans.

Company Name:COUNCIL ON AGING OF BUNCOMBE COUNTY, INC.
Employer identification number (EIN):237410586
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFITS PLAN OF THE COUCIL ON AGING OF BUNCOMBE COUNTY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01REBECCA MAXWELL2024-07-26
0032022-01-01SARA CRAWFORD2023-10-03
0032021-01-01SARA CRAWFORD2022-07-26
0032020-01-01SARA CRAWFORD2021-07-08
0032019-01-01SARA CRAWFORD2020-10-15
0032018-01-01SHIELA MALDONADO2019-07-10
0032017-01-01ERIN OUTLAW2018-06-27 ERIN OUTLAW2018-06-27
0032016-01-01ERIN M OUTLAW2017-07-27 ERIN M OUTLAW2017-07-27
0032015-01-01ERIN M OUTLAW2016-05-17 ERIN M OUTLAW2016-05-17
0032014-01-01ERIN M OUTLAW2015-07-28 ERIN M OUTLAW2015-07-28
0032013-01-01ERIN M OUTLAW2014-07-30 WENDY H MARSH2014-07-30
0032012-01-01ERIN E. CROUSE2013-07-29
0032011-01-01ERIN CROUSE2012-07-31
0032010-01-01ERIN CROUSE2011-08-01

Plan Statistics for EMPLOYEE BENEFITS PLAN OF THE COUCIL ON AGING OF BUNCOMBE COUNTY, INC.

401k plan membership statisitcs for EMPLOYEE BENEFITS PLAN OF THE COUCIL ON AGING OF BUNCOMBE COUNTY, INC.

Measure Date Value
2025: EMPLOYEE BENEFITS PLAN OF THE COUCIL ON AGING OF BUNCOMBE COUNTY, INC. 2025 401k membership
Total number of particpants at beginning of year2025-10-1526
Total number of particpants at end of year2025-10-1523
Number of Participants With Account Balances2025-10-1523
2024: EMPLOYEE BENEFITS PLAN OF THE COUCIL ON AGING OF BUNCOMBE COUNTY, INC. 2024 401k membership
Total number of particpants at beginning of year2024-07-2625
Total number of particpants at end of year2024-07-2626
Number of Participants With Account Balances2024-07-2626
2022: EMPLOYEE BENEFITS PLAN OF THE COUCIL ON AGING OF BUNCOMBE COUNTY, INC. 2022 401k membership
Total number of particpants at beginning of year2022-07-2625
Total number of particpants at end of year2022-07-2629
Number of Participants With Account Balances2022-07-2627

Financial Data on EMPLOYEE BENEFITS PLAN OF THE COUCIL ON AGING OF BUNCOMBE COUNTY, INC.

Measure Date Value
2025 : EMPLOYEE BENEFITS PLAN OF THE COUCIL ON AGING OF BUNCOMBE COUNTY, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-150
Total liabilities as of the end of the plan year2025-10-150
Total liabilities as of the beginning of the plan year2025-10-150
Total expenses incurred by plan in this plan year2025-10-15183643
Net assets as of the end of the plan year2025-10-15224247
Total assets as of the beginning of the plan year2025-10-15353106
Value of plan covered by a fidelity bond2025-10-15100000
Participant contributions to plan in this plan year2025-10-1516095
Other expenses paid from plan in this plan year2025-10-150
Other contributions to plan in this plan year2025-10-151385
Other income to plan in this plan year2025-10-1530858
Plan net income in this plan year2025-10-15-128859
Net assets as of the end of the plan year2025-10-15224247
Net assets as of the beginning of the plan year2025-10-15353106
Employer contributions to plan in this plan year2025-10-156446
Fees paid to broker by Benefit Provider2025-10-1542
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-15155
2024 : EMPLOYEE BENEFITS PLAN OF THE COUCIL ON AGING OF BUNCOMBE COUNTY, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-260
Total liabilities as of the end of the plan year2024-07-260
Total liabilities as of the beginning of the plan year2024-07-260
Total expenses incurred by plan in this plan year2024-07-2617873
Net assets as of the end of the plan year2024-07-26353106
Total assets as of the beginning of the plan year2024-07-26290372
Value of plan covered by a fidelity bond2024-07-26100000
Participant contributions to plan in this plan year2024-07-2627476
Other expenses paid from plan in this plan year2024-07-260
Other contributions to plan in this plan year2024-07-260
Other income to plan in this plan year2024-07-2639825
Plan net income in this plan year2024-07-2662734
Net assets as of the end of the plan year2024-07-26353106
Net assets as of the beginning of the plan year2024-07-26290372
Employer contributions to plan in this plan year2024-07-2613306
Fees paid to broker by Benefit Provider2024-07-26159
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2657
2022 : EMPLOYEE BENEFITS PLAN OF THE COUCIL ON AGING OF BUNCOMBE COUNTY, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-260
Total liabilities as of the end of the plan year2022-07-260
Total liabilities as of the beginning of the plan year2022-07-260
Total expenses incurred by plan in this plan year2022-07-267875
Net assets as of the end of the plan year2022-07-26482018
Total assets as of the beginning of the plan year2022-07-26378746
Value of plan covered by a fidelity bond2022-07-26100000
Participant contributions to plan in this plan year2022-07-2654088
Other expenses paid from plan in this plan year2022-07-2655
Other contributions to plan in this plan year2022-07-260
Other income to plan in this plan year2022-07-2642146
Plan net income in this plan year2022-07-26103273
Net assets as of the end of the plan year2022-07-26482018
Net assets as of the beginning of the plan year2022-07-26378746
Employer contributions to plan in this plan year2022-07-2614914
Fees paid to broker by Benefit Provider2022-07-26692

Potentially related plans

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