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TAX DEFERRED ANNUITY PLAN OF ADVANTAGE CREDIT COUNSELING SERVICE, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF ADVANTAGE CREDIT COUNSELING SERVICE, INC.
Plan identification number 004

TAX DEFERRED ANNUITY PLAN OF ADVANTAGE CREDIT COUNSELING SERVICE, 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 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

ADVANTAGE CREDIT COUNSELING SERVICE INC has sponsored the creation of one or more 401k plans.

Company Name:ADVANTAGE CREDIT COUNSELING SERVICE INC
Employer identification number (EIN):251201741
NAIC Classification:522300
NAIC Description: Activities Related to Credit Intermediation

Additional information about ADVANTAGE CREDIT COUNSELING SERVICE INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3804794

More information about ADVANTAGE CREDIT COUNSELING SERVICE INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF ADVANTAGE CREDIT COUNSELING SERVICE, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01HEATHER MURRAY2024-06-24
0042022-01-01HEATHER MURRAY2023-06-22
0042021-01-01HEATHER MURRAY2022-06-30
0042020-01-01HEATHER MURRAY2021-03-24
0042019-01-01HEATHER MURRAY2020-04-22
0042018-01-01HEATHER MURRAY2019-04-05
0042017-01-01GARY J. VOLLMER2018-05-10 HEATHER MURRAY2018-05-10
0042016-01-01HEATHER MURRAY2017-05-24 HEATHER MURRAY2017-05-24
0042015-01-01ALYSSA SHOOP2016-05-06 ALYSSA SHOOP2016-05-06
0042014-01-01ALYSSA SHOOP2015-06-04
0042014-01-01ALYSSA SHOOP2015-04-28 ALYSSA SHOOP2015-04-28
0042013-01-01ALYSSA SHOOP2014-06-06 ALYSSA SHOOP2014-06-06
0042012-01-01NICHOLAS J. FORTUNATO2013-06-20 STEPHEN J. PIOTROWSKI2013-06-20
0042011-01-01NICHOLAS J. FORTUNATO2012-07-23 STEPHEN J. PIOTROWSKI2012-07-23
0042010-01-01NICHOLAS J. FORTUNATO2011-08-29 STEPHEN J. PIOTROWSKI2011-08-29

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF ADVANTAGE CREDIT COUNSELING SERVICE, INC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF ADVANTAGE CREDIT COUNSELING SERVICE, INC.

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF ADVANTAGE CREDIT COUNSELING SERVICE, INC. 2025 401k membership
Total number of particpants at beginning of year2025-07-0829
Total number of particpants at end of year2025-07-0829
Number of Participants With Account Balances2025-07-0829
2024: TAX DEFERRED ANNUITY PLAN OF ADVANTAGE CREDIT COUNSELING SERVICE, INC. 2024 401k membership
Total number of particpants at beginning of year2024-06-2431
Total number of particpants at end of year2024-06-2430
Number of Participants With Account Balances2024-06-2429
2022: TAX DEFERRED ANNUITY PLAN OF ADVANTAGE CREDIT COUNSELING SERVICE, INC. 2022 401k membership
Total number of particpants at beginning of year2022-06-3030
Total number of particpants at end of year2022-06-3029
Number of Participants With Account Balances2022-06-3029

Financial Data on TAX DEFERRED ANNUITY PLAN OF ADVANTAGE CREDIT COUNSELING SERVICE, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF ADVANTAGE CREDIT COUNSELING SERVICE, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-080
Total liabilities as of the end of the plan year2025-07-080
Total liabilities as of the beginning of the plan year2025-07-080
Total expenses incurred by plan in this plan year2025-07-085099
Net assets as of the end of the plan year2025-07-081633570
Total assets as of the beginning of the plan year2025-07-081394099
Value of plan covered by a fidelity bond2025-07-08500000
Participant contributions to plan in this plan year2025-07-0871670
Value of participant loans at end of plan year2025-07-0837306
Other expenses paid from plan in this plan year2025-07-080
Other contributions to plan in this plan year2025-07-080
Other income to plan in this plan year2025-07-08172900
Plan net income in this plan year2025-07-08239471
Net assets as of the end of the plan year2025-07-081633570
Net assets as of the beginning of the plan year2025-07-081394099
Employer contributions to plan in this plan year2025-07-080
Fees paid to broker by Benefit Provider2025-07-0876
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-08148
2024 : TAX DEFERRED ANNUITY PLAN OF ADVANTAGE CREDIT COUNSELING SERVICE, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-240
Total liabilities as of the end of the plan year2024-06-240
Total liabilities as of the beginning of the plan year2024-06-240
Total expenses incurred by plan in this plan year2024-06-24109681
Net assets as of the end of the plan year2024-06-241394099
Total assets as of the beginning of the plan year2024-06-241262511
Value of plan covered by a fidelity bond2024-06-24500000
Participant contributions to plan in this plan year2024-06-2470746
Other expenses paid from plan in this plan year2024-06-240
Other contributions to plan in this plan year2024-06-240
Other income to plan in this plan year2024-06-24170523
Plan net income in this plan year2024-06-24131588
Net assets as of the end of the plan year2024-06-241394099
Net assets as of the beginning of the plan year2024-06-241262511
Employer contributions to plan in this plan year2024-06-240
Fees paid to broker by Benefit Provider2024-06-24671
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-2415
2022 : TAX DEFERRED ANNUITY PLAN OF ADVANTAGE CREDIT COUNSELING SERVICE, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-300
Total liabilities as of the end of the plan year2022-06-300
Total liabilities as of the beginning of the plan year2022-06-300
Total expenses incurred by plan in this plan year2022-06-3010448
Net assets as of the end of the plan year2022-06-301858534
Total assets as of the beginning of the plan year2022-06-301600162
Value of plan covered by a fidelity bond2022-06-30500000
Participant contributions to plan in this plan year2022-06-3093071
Value of participant loans at end of plan year2022-06-30547
Other expenses paid from plan in this plan year2022-06-30224
Other contributions to plan in this plan year2022-06-301821
Other income to plan in this plan year2022-06-30173928
Plan net income in this plan year2022-06-30258372
Net assets as of the end of the plan year2022-06-301858534
Net assets as of the beginning of the plan year2022-06-301600162
Employer contributions to plan in this plan year2022-06-300
Fees paid to broker by Benefit Provider2022-06-30283

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