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TAX DEFERRED ANNUITY PLAN OF COMMUNITY ACTION ASSOCIATION OF PENNSYLVANIA 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF COMMUNITY ACTION ASSOCIATION OF PENNSYLVANIA
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF COMMUNITY ACTION ASSOCIATION OF PENNSYLVANIA 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

COMMUNITY ACTION ASSOCIATION OF PEN NSYLVANIA has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY ACTION ASSOCIATION OF PEN NSYLVANIA
Employer identification number (EIN):251354078
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF COMMUNITY ACTION ASSOCIATION OF PENNSYLVANIA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JENNIFER LINDSAY2024-10-10
0012022-01-01BECK MOORE2023-11-01
0012021-01-01COURTNEY MILLER2022-05-02
0012020-01-01COURTNEY MILLER2021-02-23
0012019-01-01COURTNEY MILLER2020-05-20
0012018-01-01SUE NORTHEY2019-07-16
0012017-01-01SUE NORTHEY2018-06-28
0012016-01-01SUE NORTHEY2017-05-09
0012015-01-01JANE R. KNOTT2016-05-31
0012014-01-01JANE R. KNOTT2015-06-30
0012013-01-01JANE R. KNOTT2014-05-06
0012012-01-01JANE R. KNOTT2013-05-30
0012011-01-01JANE KNOTT2012-06-28
0012010-01-01JANE R. KNOTT2011-05-26

Financial Data on TAX DEFERRED ANNUITY PLAN OF COMMUNITY ACTION ASSOCIATION OF PENNSYLVANIA

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF COMMUNITY ACTION ASSOCIATION OF PENNSYLVANIA 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-090
Total liabilities as of the end of the plan year2025-07-090
Total liabilities as of the beginning of the plan year2025-07-090
Total expenses incurred by plan in this plan year2025-07-0914559
Net assets as of the end of the plan year2025-07-09516582
Total assets as of the beginning of the plan year2025-07-09450087
Value of plan covered by a fidelity bond2025-07-09100000
Participant contributions to plan in this plan year2025-07-0922297
Value of participant loans at end of plan year2025-07-0923196
Other expenses paid from plan in this plan year2025-07-090
Other contributions to plan in this plan year2025-07-0932653
Other income to plan in this plan year2025-07-0926104
Plan net income in this plan year2025-07-0966495
Net assets as of the end of the plan year2025-07-09516582
Net assets as of the beginning of the plan year2025-07-09450087
Employer contributions to plan in this plan year2025-07-090
Fees paid to broker by Benefit Provider2025-07-0934
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-0974
2024 : TAX DEFERRED ANNUITY PLAN OF COMMUNITY ACTION ASSOCIATION OF PENNSYLVANIA 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-100
Total liabilities as of the end of the plan year2024-10-100
Total liabilities as of the beginning of the plan year2024-10-100
Total expenses incurred by plan in this plan year2024-10-1031478
Net assets as of the end of the plan year2024-10-10450087
Total assets as of the beginning of the plan year2024-10-10438795
Value of plan covered by a fidelity bond2024-10-10100000
Participant contributions to plan in this plan year2024-10-1015500
Other expenses paid from plan in this plan year2024-10-100
Other contributions to plan in this plan year2024-10-100
Other income to plan in this plan year2024-10-1027270
Plan net income in this plan year2024-10-1011292
Net assets as of the end of the plan year2024-10-10450087
Net assets as of the beginning of the plan year2024-10-10438795
Employer contributions to plan in this plan year2024-10-100
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-100
2022 : TAX DEFERRED ANNUITY PLAN OF COMMUNITY ACTION ASSOCIATION OF PENNSYLVANIA 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-020
Total liabilities as of the end of the plan year2022-05-020
Total liabilities as of the beginning of the plan year2022-05-020
Total expenses incurred by plan in this plan year2022-05-0289114
Net assets as of the end of the plan year2022-05-02417749
Total assets as of the beginning of the plan year2022-05-02461803
Value of plan covered by a fidelity bond2022-05-021000000
Participant contributions to plan in this plan year2022-05-0220833
Other expenses paid from plan in this plan year2022-05-02125
Other contributions to plan in this plan year2022-05-020
Other income to plan in this plan year2022-05-0224227
Plan net income in this plan year2022-05-02-44054
Net assets as of the end of the plan year2022-05-02417749
Net assets as of the beginning of the plan year2022-05-02461803
Employer contributions to plan in this plan year2022-05-020
Fees paid to broker by Benefit Provider2022-05-0264

Potentially related plans

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