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EMPLOYEE BENEFIT PLAN OF PROGRAM TO AID CITIZEN ENTERPRISE 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF PROGRAM TO AID CITIZEN ENTERPRISE
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF PROGRAM TO AID CITIZEN ENTERPRISE Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
  • 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

PROGRAM TO AID CITIZEN ENTERPRISE has sponsored the creation of one or more 401k plans.

Company Name:PROGRAM TO AID CITIZEN ENTERPRISE
Employer identification number (EIN):251205316
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF PROGRAM TO AID CITIZEN ENTERPRISE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-07-01LUCILLE E. DABNEY2018-01-17 LUCILLE E. DABNEY2018-01-17
0012016-07-01LUCILLE E DABNEY2017-09-08 LUCILLE E DABNEY2017-09-08
0012015-07-01LUCILLE E DABNEY2016-10-27 LUCILLE E DABNEY2016-10-27
0012014-07-01LUCILLE E DABNEY2015-12-01 LUCILLE E DABNEY2015-12-01
0012013-07-01LUCILLE E DABNEY2014-11-24 LUCILLE E DABNEY2014-11-24
0012011-07-01LUCILLE DABNEY, EXECUTIVE DIRECTOR
0012009-07-01LUCILLE DABNEY, EXECUTIVE DIRECTOR

Plan Statistics for EMPLOYEE BENEFIT PLAN OF PROGRAM TO AID CITIZEN ENTERPRISE

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF PROGRAM TO AID CITIZEN ENTERPRISE

Measure Date Value
2011: EMPLOYEE BENEFIT PLAN OF PROGRAM TO AID CITIZEN ENTERPRISE 2011 401k membership
Total participants, beginning-of-year2011-07-015
Total number of active participants reported on line 7a of the Form 55002011-07-012
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-013
Total of all active and inactive participants2011-07-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2009: EMPLOYEE BENEFIT PLAN OF PROGRAM TO AID CITIZEN ENTERPRISE 2009 401k membership
Total participants, beginning-of-year2009-07-015
Total number of active participants reported on line 7a of the Form 55002009-07-012
Number of retired or separated participants receiving benefits2009-07-013
Total of all active and inactive participants2009-07-015
Total participants2009-07-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on EMPLOYEE BENEFIT PLAN OF PROGRAM TO AID CITIZEN ENTERPRISE

Measure Date Value
2012 : EMPLOYEE BENEFIT PLAN OF PROGRAM TO AID CITIZEN ENTERPRISE 2012 401k financial data
Total income from all sources2012-06-30$10,087
Expenses. Total of all expenses incurred2012-06-30$72
Total plan assets at end of year2012-06-30$67,742
Total plan assets at beginning of year2012-06-30$57,727
Value of fidelity bond covering the plan2012-06-30$100,000
Other income received2012-06-30$4,724
Net income (gross income less expenses)2012-06-30$10,015
Net plan assets at end of year (total assets less liabilities)2012-06-30$67,742
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$57,727
Total contributions received or receivable from employer(s)2012-06-30$5,363
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$72
Funding deficiency by the employer to the plan for this plan year2012-06-30$-6
Minimum employer required contribution for this plan year2012-06-30$5,357
Amount contributed by the employer to the plan for this plan year2012-06-30$5,363
2011 : EMPLOYEE BENEFIT PLAN OF PROGRAM TO AID CITIZEN ENTERPRISE 2011 401k financial data
Total income from all sources2011-06-30$11,102
Expenses. Total of all expenses incurred2011-06-30$72
Total plan assets at end of year2011-06-30$55,285
Total plan assets at beginning of year2011-06-30$44,255
Other income received2011-06-30$5,787
Net income (gross income less expenses)2011-06-30$11,030
Net plan assets at end of year (total assets less liabilities)2011-06-30$55,285
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$44,255
Total contributions received or receivable from employer(s)2011-06-30$5,315
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$72
2010 : EMPLOYEE BENEFIT PLAN OF PROGRAM TO AID CITIZEN ENTERPRISE 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF PROGRAM TO AID CITIZEN ENTERPRISE

2011: EMPLOYEE BENEFIT PLAN OF PROGRAM TO AID CITIZEN ENTERPRISE 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: EMPLOYEE BENEFIT PLAN OF PROGRAM TO AID CITIZEN ENTERPRISE 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01This submission is the final filingNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number054091-B
Policy instance 1
Insurance contract or identification number054091-B
Number of Individuals Covered5
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number054091-B
Policy instance 1
Insurance contract or identification number054091-B
Number of Individuals Covered5
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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