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403(B) THRIFT PLAN OF MEALS ON WHEELS AND SENIOR SERVICES 401k Plan overview

Plan Name403(B) THRIFT PLAN OF MEALS ON WHEELS AND SENIOR SERVICES
Plan identification number 001

403(B) THRIFT PLAN OF MEALS ON WHEELS AND SENIOR SERVICES 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

Rockwall County Committee on Aging has sponsored the creation of one or more 401k plans.

Company Name:Rockwall County Committee on Aging
Employer identification number (EIN):311621625
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF MEALS ON WHEELS AND SENIOR SERVICES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ROBERT GLOVER2024-07-23
0012022-01-01ROBERT GLOVER2023-07-31
0012021-01-01ROBERT GLOVER2024-10-02
0012020-01-01JANICE ENLOE2021-10-14

Plan Statistics for 403(B) THRIFT PLAN OF MEALS ON WHEELS AND SENIOR SERVICES

401k plan membership statisitcs for 403(B) THRIFT PLAN OF MEALS ON WHEELS AND SENIOR SERVICES

Measure Date Value
2025: 403(B) THRIFT PLAN OF MEALS ON WHEELS AND SENIOR SERVICES 2025 401k membership
Total number of particpants at beginning of year2025-03-246
Total number of particpants at end of year2025-03-246
Number of Participants With Account Balances2025-03-246
2024: 403(B) THRIFT PLAN OF MEALS ON WHEELS AND SENIOR SERVICES 2024 401k membership
Total number of particpants at beginning of year2024-10-025
Total number of particpants at end of year2024-10-025
Number of Participants With Account Balances2024-10-025
Total number of particpants at beginning of year2024-07-236
Total number of particpants at end of year2024-07-236
Number of Participants With Account Balances2024-07-235

Financial Data on 403(B) THRIFT PLAN OF MEALS ON WHEELS AND SENIOR SERVICES

Measure Date Value
2025 : 403(B) THRIFT PLAN OF MEALS ON WHEELS AND SENIOR SERVICES 2025 401k financial data
Total transfers to/from plan in this plan year2025-03-240
Total liabilities as of the end of the plan year2025-03-240
Total liabilities as of the beginning of the plan year2025-03-240
Total expenses incurred by plan in this plan year2025-03-241630
Net assets as of the end of the plan year2025-03-2494828
Total assets as of the beginning of the plan year2025-03-2465511
Value of plan covered by a fidelity bond2025-03-247500
Participant contributions to plan in this plan year2025-03-2410160
Other expenses paid from plan in this plan year2025-03-240
Other contributions to plan in this plan year2025-03-240
Other income to plan in this plan year2025-03-2411127
Plan net income in this plan year2025-03-2429317
Net assets as of the end of the plan year2025-03-2494828
Net assets as of the beginning of the plan year2025-03-2465511
Employer contributions to plan in this plan year2025-03-249660
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-244
2024 : 403(B) THRIFT PLAN OF MEALS ON WHEELS AND SENIOR SERVICES 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-020
Total liabilities as of the end of the plan year2024-10-020
Total liabilities as of the beginning of the plan year2024-10-020
Total expenses incurred by plan in this plan year2024-10-021500
Net assets as of the end of the plan year2024-10-0232886
Total assets as of the beginning of the plan year2024-10-0214619
Participant contributions to plan in this plan year2024-10-028342
Other expenses paid from plan in this plan year2024-10-020
Other contributions to plan in this plan year2024-10-020
Other income to plan in this plan year2024-10-023166
Plan net income in this plan year2024-10-0218267
Net assets as of the end of the plan year2024-10-0232886
Net assets as of the beginning of the plan year2024-10-0214619
Employer contributions to plan in this plan year2024-10-028259
Total transfers to/from plan in this plan year2024-07-230
Total liabilities as of the end of the plan year2024-07-230
Total liabilities as of the beginning of the plan year2024-07-230
Total expenses incurred by plan in this plan year2024-07-234084
Net assets as of the end of the plan year2024-07-2365511
Total assets as of the beginning of the plan year2024-07-2341440
Participant contributions to plan in this plan year2024-07-239361
Other expenses paid from plan in this plan year2024-07-230
Other contributions to plan in this plan year2024-07-230
Other income to plan in this plan year2024-07-239651
Plan net income in this plan year2024-07-2324071
Net assets as of the end of the plan year2024-07-2365511
Net assets as of the beginning of the plan year2024-07-2341440
Employer contributions to plan in this plan year2024-07-239143
Fees paid to broker by Benefit Provider2024-07-2322
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-230

Potentially related plans

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