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TAX DEFERRED ANNUITY PLAN OF WASHINGTON COUNTY CONSERVATION DISTRICT 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF WASHINGTON COUNTY CONSERVATION DISTRICT
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF WASHINGTON COUNTY CONSERVATION DISTRICT 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

WASHINGTON COUNTY CONSERVATION DIST RICT has sponsored the creation of one or more 401k plans.

Company Name:WASHINGTON COUNTY CONSERVATION DIST RICT
Employer identification number (EIN):251240760
NAIC Classification:921000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF WASHINGTON COUNTY CONSERVATION DISTRICT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01JENNIFER DANN2024-06-14
0022022-01-01JENNIFER DANN2023-07-07
0022021-01-01JENNIFER DANN2022-08-18
0022020-01-01TODD THORNBURG2021-07-22
0022019-01-01TODD THORNBURG2020-07-10
0022018-01-01TODD THORNBURG2019-07-10
0022017-01-01GARY STOKUM2018-04-18 GARY STOKUM2018-04-18
0022016-01-01GARY STOKUM2017-04-04 GARY STOKUM2017-04-04
0022015-01-01GARY STOKUM2016-05-19 GARY STOKUM2016-05-19
0022014-01-01GARY STOKUM2015-05-08 GARY STOKUM2015-05-08
0022013-01-01GARY STOKUM2014-04-23 GARY STOKUM2014-04-23
0022012-01-01GARY A. STOKUM2013-07-01 GARY A. STOKUM2013-07-01
0022011-01-01GARY A. STOKUM2012-05-23 GARY A. STOKUM2012-05-23
0022010-01-01GARY A STOKUM2011-06-15 GARY A STOKUM2011-06-15

Financial Data on TAX DEFERRED ANNUITY PLAN OF WASHINGTON COUNTY CONSERVATION DISTRICT

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF WASHINGTON COUNTY CONSERVATION DISTRICT 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-180
Total liabilities as of the end of the plan year2025-07-180
Total liabilities as of the beginning of the plan year2025-07-180
Total expenses incurred by plan in this plan year2025-07-1830143
Net assets as of the end of the plan year2025-07-1859304
Total assets as of the beginning of the plan year2025-07-1873894
Value of plan covered by a fidelity bond2025-07-18400000
Participant contributions to plan in this plan year2025-07-184757
Value of participant loans at end of plan year2025-07-1843587
Other expenses paid from plan in this plan year2025-07-180
Other contributions to plan in this plan year2025-07-180
Other income to plan in this plan year2025-07-1810796
Plan net income in this plan year2025-07-18-14590
Net assets as of the end of the plan year2025-07-1859304
Net assets as of the beginning of the plan year2025-07-1873894
Employer contributions to plan in this plan year2025-07-180
Fees paid to broker by Benefit Provider2025-07-186
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-18114
2024 : TAX DEFERRED ANNUITY PLAN OF WASHINGTON COUNTY CONSERVATION DISTRICT 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-140
Total liabilities as of the end of the plan year2024-06-140
Total liabilities as of the beginning of the plan year2024-06-140
Total expenses incurred by plan in this plan year2024-06-1485
Net assets as of the end of the plan year2024-06-1473894
Total assets as of the beginning of the plan year2024-06-1458442
Value of plan covered by a fidelity bond2024-06-14400000
Participant contributions to plan in this plan year2024-06-145790
Other expenses paid from plan in this plan year2024-06-140
Other contributions to plan in this plan year2024-06-140
Other income to plan in this plan year2024-06-149747
Plan net income in this plan year2024-06-1415452
Net assets as of the end of the plan year2024-06-1473894
Net assets as of the beginning of the plan year2024-06-1458442
Employer contributions to plan in this plan year2024-06-140
Fees paid to broker by Benefit Provider2024-06-1435
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-1485

Potentially related plans

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