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403(B) THRIFT PLAN OF OAKLAND PLANNING AND DEVELOPMENT 401k Plan overview

Plan Name403(B) THRIFT PLAN OF OAKLAND PLANNING AND DEVELOPMENT
Plan identification number 003

403(B) THRIFT PLAN OF OAKLAND PLANNING AND DEVELOPMENT 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 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

OAKLAND PLANNING AND DEVELOPMENT has sponsored the creation of one or more 401k plans.

Company Name:OAKLAND PLANNING AND DEVELOPMENT
Employer identification number (EIN):251382510
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF OAKLAND PLANNING AND DEVELOPMENT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-07-01
0032022-07-01
0032021-07-01
0032020-07-01
0032019-07-01WANDA WILSON2020-12-21 WANDA WILSON2020-12-21
0032017-07-01WANDA WILSON2019-02-08
0032015-07-01BRYAN PERRY2016-10-26 BRYAN PERRY2016-10-26
0032014-07-01BRYAN PERRY2016-01-21 BRYAN PERRY2016-01-21
0032013-07-01BRYAN PERRY2014-11-21 BRYAN PERRY2014-11-21
0032012-07-01BRYAN PERRY2013-10-04 BRYAN PERRY2013-10-04
0032011-07-01BRYAN PERRY2012-11-16 BRYAN PERRY2012-11-16
0032010-07-01BRYAN PERRY2011-11-22 BRYAN PERRY2011-11-22

Plan Statistics for 403(B) THRIFT PLAN OF OAKLAND PLANNING AND DEVELOPMENT

401k plan membership statisitcs for 403(B) THRIFT PLAN OF OAKLAND PLANNING AND DEVELOPMENT

Measure Date Value
2024: 403(B) THRIFT PLAN OF OAKLAND PLANNING AND DEVELOPMENT 2024 401k membership
Total number of particpants at beginning of year2024-10-2823
Total number of particpants at end of year2024-10-2820
Number of Participants With Account Balances2024-10-2818
2023: 403(B) THRIFT PLAN OF OAKLAND PLANNING AND DEVELOPMENT 2023 401k membership
Total number of particpants at beginning of year2023-04-1819
Total number of particpants at end of year2023-04-1823
Number of Participants With Account Balances2023-04-1816

Financial Data on 403(B) THRIFT PLAN OF OAKLAND PLANNING AND DEVELOPMENT

Measure Date Value
2024 : 403(B) THRIFT PLAN OF OAKLAND PLANNING AND DEVELOPMENT 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-28235492
Net assets as of the end of the plan year2024-10-28369349
Total assets as of the beginning of the plan year2024-10-28520325
Value of plan covered by a fidelity bond2024-10-28200000
Participant contributions to plan in this plan year2024-10-2816103
Other income to plan in this plan year2024-10-2852752
Plan net income in this plan year2024-10-28-150976
Net assets as of the end of the plan year2024-10-28369349
Net assets as of the beginning of the plan year2024-10-28520325
Employer contributions to plan in this plan year2024-10-2815661
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-283366
2023 : 403(B) THRIFT PLAN OF OAKLAND PLANNING AND DEVELOPMENT 2023 401k financial data
Total expenses incurred by plan in this plan year2023-04-1812090
Net assets as of the end of the plan year2023-04-18447186
Total assets as of the beginning of the plan year2023-04-18466641
Value of plan covered by a fidelity bond2023-04-18200000
Participant contributions to plan in this plan year2023-04-1816256
Other contributions to plan in this plan year2023-04-1811564
Other income to plan in this plan year2023-04-18-52187
Plan net income in this plan year2023-04-18-19455
Net assets as of the end of the plan year2023-04-18447186
Net assets as of the beginning of the plan year2023-04-18466641
Employer contributions to plan in this plan year2023-04-1817002
Expensese paid to adminstrative service provicers from plan in this plan year2023-04-182873

Potentially related plans

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