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403(B) THRIFT PLAN OF OAKLAND BUSINESS IMPROVEMENT DISTRICT 401k Plan overview

Plan Name403(B) THRIFT PLAN OF OAKLAND BUSINESS IMPROVEMENT DISTRICT
Plan identification number 002

403(B) THRIFT PLAN OF OAKLAND BUSINESS IMPROVEMENT DISTRICT 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 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.
  • 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 BUSINESS IMPROVEMENT DISTRI CT has sponsored the creation of one or more 401k plans.

Company Name:OAKLAND BUSINESS IMPROVEMENT DISTRI CT
Employer identification number (EIN):251833743
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF OAKLAND BUSINESS IMPROVEMENT DISTRICT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01JILL WAUGH2024-07-25
0022022-01-01CHRISTINE GRADY2023-10-13
0022021-01-01CHRISTINE GRADY2022-10-14
0022020-01-01CAMERON JACKSON2021-07-13
0022019-01-01CAMERON JACKSON2020-07-28
0022018-01-01ROBERT VANBEEK2019-06-27
0022017-01-01GEORGIA PETROPOLOUS2018-06-27 GEORGIA PETROPOLOUS2018-06-27
0022016-01-01GEORGIA PETROPOULOS2017-06-22 GEORGIA PETROPOULOS2017-06-22
0022015-01-01GEORGIA PETROPOULOS2016-06-01 GEORGIA PETROPOULOS2016-06-01
0022014-01-01GEORGIA PETROPOULOS2015-05-14 GEORGIA PETROPOULOS2015-05-14
0022013-01-01GEORGIA PETROPOULOS2014-07-15 GEORGIA PETROPOULOS2014-07-15
0022012-01-01GEORGIA PETROPOLOUS-MUIR2013-05-09 GEORGIA PETROPOLOUS-MUIR2013-05-09
0022011-01-01GEORGIA PETROPOLOUS-MUIR2012-06-26 GEORGIA PETROPOLOUS-MUIR2012-06-26
0022010-01-01GEORGIA PETROPOULOS-MUIR2011-09-20 GEORGIA PETROPOULOS-MUIR2011-09-20

Financial Data on 403(B) THRIFT PLAN OF OAKLAND BUSINESS IMPROVEMENT DISTRICT

Measure Date Value
2025 : 403(B) THRIFT PLAN OF OAKLAND BUSINESS IMPROVEMENT DISTRICT 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-300
Total liabilities as of the end of the plan year2025-07-300
Total liabilities as of the beginning of the plan year2025-07-300
Total expenses incurred by plan in this plan year2025-07-3097
Net assets as of the end of the plan year2025-07-30520403
Total assets as of the beginning of the plan year2025-07-30420807
Value of plan covered by a fidelity bond2025-07-3045000
Participant contributions to plan in this plan year2025-07-3021604
Other expenses paid from plan in this plan year2025-07-300
Other contributions to plan in this plan year2025-07-300
Other income to plan in this plan year2025-07-3067433
Plan net income in this plan year2025-07-3099596
Net assets as of the end of the plan year2025-07-30520403
Net assets as of the beginning of the plan year2025-07-30420807
Employer contributions to plan in this plan year2025-07-3010656
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-3097
2024 : 403(B) THRIFT PLAN OF OAKLAND BUSINESS IMPROVEMENT DISTRICT 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-250
Total liabilities as of the end of the plan year2024-07-250
Total liabilities as of the beginning of the plan year2024-07-250
Total expenses incurred by plan in this plan year2024-07-257322
Net assets as of the end of the plan year2024-07-25420807
Total assets as of the beginning of the plan year2024-07-25302992
Value of plan covered by a fidelity bond2024-07-2537000
Participant contributions to plan in this plan year2024-07-2545567
Other expenses paid from plan in this plan year2024-07-250
Other contributions to plan in this plan year2024-07-250
Other income to plan in this plan year2024-07-2564036
Plan net income in this plan year2024-07-25117815
Net assets as of the end of the plan year2024-07-25420807
Net assets as of the beginning of the plan year2024-07-25302992
Employer contributions to plan in this plan year2024-07-2515534
Fees paid to broker by Benefit Provider2024-07-2595
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2524

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