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RETIREMENT PLAN FOR ELIGIBLE FULL TIME AND PART TIME EMPLOYEES OF THE CENTER FOR LOCAL GOVERNMENT 401k Plan overview

Plan NameRETIREMENT PLAN FOR ELIGIBLE FULL TIME AND PART TIME EMPLOYEES OF THE CENTER FOR LOCAL GOVERNMENT
Plan identification number 004

RETIREMENT PLAN FOR ELIGIBLE FULL TIME AND PART TIME EMPLOYEES OF THE CENTER FOR LOCAL GOVERNMENT Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Other welfare benefit cover

401k Sponsoring company profile

CENTER FOR LOCAL GOVERNMENT has sponsored the creation of one or more 401k plans.

Company Name:CENTER FOR LOCAL GOVERNMENT
Employer identification number (EIN):311305568
NAIC Classification:541700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR ELIGIBLE FULL TIME AND PART TIME EMPLOYEES OF THE CENTER FOR LOCAL GOVERNMENT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01THOMAS WHITE2023-09-20
0042021-01-01THOMAS WHITE2022-06-03
0042020-01-01THOMAS WHITE2021-06-01
0042019-01-01THOMAS WHITE2020-05-28
0042018-01-01THOMAS WHITE2019-05-10
0042017-01-01THOMAS WHITE
0042016-01-01THOMAS WHITE
0042015-01-01THOMAS WHITE THOMAS WHITE2016-07-27
0042014-01-01THOMAS WHITE2015-07-17
0042013-01-01THOMAS WHITE2014-10-14
0042012-01-01THOMAS WHITE2013-10-23
0042011-01-01THOMAS WHITE
0042010-01-01ROBERT JOHNSON
0042009-01-01ROBERT JOHNSON

Plan Statistics for RETIREMENT PLAN FOR ELIGIBLE FULL TIME AND PART TIME EMPLOYEES OF THE CENTER FOR LOCAL GOVERNMENT

401k plan membership statisitcs for RETIREMENT PLAN FOR ELIGIBLE FULL TIME AND PART TIME EMPLOYEES OF THE CENTER FOR LOCAL GOVERNMENT

Measure Date Value
2017: RETIREMENT PLAN FOR ELIGIBLE FULL TIME AND PART TIME EMPLOYEES OF THE CENTER FOR LOCAL GOVERNMENT 2017 401k membership
Total participants, beginning-of-year2017-01-012
Total number of active participants reported on line 7a of the Form 55002017-01-012
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-014
Total of all active and inactive participants2017-01-018
Total participants2017-01-018
Number of participants with account balances2017-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RETIREMENT PLAN FOR ELIGIBLE FULL TIME AND PART TIME EMPLOYEES OF THE CENTER FOR LOCAL GOVERNMENT 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-012
Number of retired or separated participants receiving benefits2016-01-012
Total of all active and inactive participants2016-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-014
Number of participants with account balances2016-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RETIREMENT PLAN FOR ELIGIBLE FULL TIME AND PART TIME EMPLOYEES OF THE CENTER FOR LOCAL GOVERNMENT 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-012
Total of all active and inactive participants2015-01-014
Total participants2015-01-014
Number of participants with account balances2015-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2011: RETIREMENT PLAN FOR ELIGIBLE FULL TIME AND PART TIME EMPLOYEES OF THE CENTER FOR LOCAL GOVERNMENT 2011 401k membership
Total participants, beginning-of-year2011-01-011
Total number of active participants reported on line 7a of the Form 55002011-01-011
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-011
Total participants2011-01-011
2010: RETIREMENT PLAN FOR ELIGIBLE FULL TIME AND PART TIME EMPLOYEES OF THE CENTER FOR LOCAL GOVERNMENT 2010 401k membership
Total participants, beginning-of-year2010-01-011
Total number of active participants reported on line 7a of the Form 55002010-01-011
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-011
Total participants2010-01-011
2009: RETIREMENT PLAN FOR ELIGIBLE FULL TIME AND PART TIME EMPLOYEES OF THE CENTER FOR LOCAL GOVERNMENT 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total number of active participants reported on line 7a of the Form 55002009-01-011
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-011
Total participants2009-01-011

Financial Data on RETIREMENT PLAN FOR ELIGIBLE FULL TIME AND PART TIME EMPLOYEES OF THE CENTER FOR LOCAL GOVERNMENT

Measure Date Value
2017 : RETIREMENT PLAN FOR ELIGIBLE FULL TIME AND PART TIME EMPLOYEES OF THE CENTER FOR LOCAL GOVERNMENT 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$79,074
Expenses. Total of all expenses incurred2017-12-31$1,098
Benefits paid (including direct rollovers)2017-12-31$1,098
Total plan assets at end of year2017-12-31$678,170
Total plan assets at beginning of year2017-12-31$600,194
Total contributions received or receivable from participants2017-12-31$3,600
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$73,074
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$77,976
Net plan assets at end of year (total assets less liabilities)2017-12-31$678,170
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$600,194
Assets. Value of participant loans2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$2,400
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : RETIREMENT PLAN FOR ELIGIBLE FULL TIME AND PART TIME EMPLOYEES OF THE CENTER FOR LOCAL GOVERNMENT 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$29,476
Expenses. Total of all expenses incurred2016-12-31$3,281
Benefits paid (including direct rollovers)2016-12-31$3,281
Total plan assets at end of year2016-12-31$600,194
Total plan assets at beginning of year2016-12-31$573,999
Total contributions received or receivable from participants2016-12-31$3,600
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$23,476
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$26,195
Net plan assets at end of year (total assets less liabilities)2016-12-31$600,194
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$573,999
Total contributions received or receivable from employer(s)2016-12-31$2,400
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : RETIREMENT PLAN FOR ELIGIBLE FULL TIME AND PART TIME EMPLOYEES OF THE CENTER FOR LOCAL GOVERNMENT 2015 401k financial data
Total income from all sources2015-12-31$33,519
Expenses. Total of all expenses incurred2015-12-31$1,096
Benefits paid (including direct rollovers)2015-12-31$1,096
Total plan assets at end of year2015-12-31$573,999
Total plan assets at beginning of year2015-12-31$541,576
Total contributions received or receivable from participants2015-12-31$3,300
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$28,019
Net income (gross income less expenses)2015-12-31$32,423
Net plan assets at end of year (total assets less liabilities)2015-12-31$573,999
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$541,576
Assets. Value of participant loans2015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$2,200

Form 5500 Responses for RETIREMENT PLAN FOR ELIGIBLE FULL TIME AND PART TIME EMPLOYEES OF THE CENTER FOR LOCAL GOVERNMENT

2017: RETIREMENT PLAN FOR ELIGIBLE FULL TIME AND PART TIME EMPLOYEES OF THE CENTER FOR LOCAL GOVERNMENT 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR ELIGIBLE FULL TIME AND PART TIME EMPLOYEES OF THE CENTER FOR LOCAL GOVERNMENT 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR ELIGIBLE FULL TIME AND PART TIME EMPLOYEES OF THE CENTER FOR LOCAL GOVERNMENT 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN FOR ELIGIBLE FULL TIME AND PART TIME EMPLOYEES OF THE CENTER FOR LOCAL GOVERNMENT 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2010: RETIREMENT PLAN FOR ELIGIBLE FULL TIME AND PART TIME EMPLOYEES OF THE CENTER FOR LOCAL GOVERNMENT 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – General assets of the sponsorYes
2010-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: RETIREMENT PLAN FOR ELIGIBLE FULL TIME AND PART TIME EMPLOYEES OF THE CENTER FOR LOCAL GOVERNMENT 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

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