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EMPLOYEE BENEFIT PLAN OF ORANGE CO. SCHOOL READINESS COAL.,INC. DBA EARLY L 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF ORANGE CO. SCHOOL READINESS COAL.,INC. DBA EARLY L
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF ORANGE CO. SCHOOL READINESS COAL.,INC. DBA EARLY L 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 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

ORANGE CO. SCHOOL READINESS COAL., INC. DBA EARLY LEARNING COAL. OF OR has sponsored the creation of one or more 401k plans.

Company Name:ORANGE CO. SCHOOL READINESS COAL., INC. DBA EARLY LEARNING COAL. OF OR
Employer identification number (EIN):311759186
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF ORANGE CO. SCHOOL READINESS COAL.,INC. DBA EARLY L

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01VIRGINIA LONGO2024-09-19
0012022-01-01PAUL SPEARS2023-10-13
0012021-01-01LEONARDO ALMANZA2022-04-18
0012020-01-01LEONARDO ALMANZA2021-03-18
0012020-01-01LEONARDO ALMANZA2021-03-10
0012020-01-01LEONARDO ALMANZA2021-03-09
0012019-01-01LEONARDO ALMANZA2020-04-16
0012018-01-01LEONARDO ALMANZA2019-10-15
0012017-01-01LEONARDO ALMANZA2018-05-04
0012016-01-01LEONARDO ALMANZA2017-07-27
0012015-01-01LEONARDO ALMANZA2016-07-28

Plan Statistics for EMPLOYEE BENEFIT PLAN OF ORANGE CO. SCHOOL READINESS COAL.,INC. DBA EARLY L

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF ORANGE CO. SCHOOL READINESS COAL.,INC. DBA EARLY L

Measure Date Value
2025: EMPLOYEE BENEFIT PLAN OF ORANGE CO. SCHOOL READINESS COAL.,INC. DBA EARLY L 2025 401k membership
Total number of particpants at beginning of year2025-07-07100
Total number of particpants at end of year2025-07-0796
Number of Participants With Account Balances2025-07-0783
Total number of particpants at beginning of year2025-07-0296
Total number of particpants at end of year2025-07-02204
Number of Participants With Account Balances2025-07-02198

Financial Data on EMPLOYEE BENEFIT PLAN OF ORANGE CO. SCHOOL READINESS COAL.,INC. DBA EARLY L

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF ORANGE CO. SCHOOL READINESS COAL.,INC. DBA EARLY L 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-070
Total liabilities as of the end of the plan year2025-07-070
Total liabilities as of the beginning of the plan year2025-07-070
Total expenses incurred by plan in this plan year2025-07-07715592
Net assets as of the end of the plan year2025-07-072440403
Total assets as of the beginning of the plan year2025-07-072420669
Value of plan covered by a fidelity bond2025-07-07500000
Participant contributions to plan in this plan year2025-07-07154761
Value of participant loans at end of plan year2025-07-0713727
Other expenses paid from plan in this plan year2025-07-070
Other contributions to plan in this plan year2025-07-0726843
Other income to plan in this plan year2025-07-07311906
Plan net income in this plan year2025-07-0719734
Net assets as of the end of the plan year2025-07-072440403
Net assets as of the beginning of the plan year2025-07-072420669
Employer contributions to plan in this plan year2025-07-07241816
Fees paid to broker by Benefit Provider2025-07-07569
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-07633
Total transfers to/from plan in this plan year2025-07-020
Total liabilities as of the end of the plan year2025-07-020
Total liabilities as of the beginning of the plan year2025-07-020
Total expenses incurred by plan in this plan year2025-07-02431818
Net assets as of the end of the plan year2025-07-023447723
Total assets as of the beginning of the plan year2025-07-022440403
Value of plan covered by a fidelity bond2025-07-02500000
Participant contributions to plan in this plan year2025-07-02239539
Value of participant loans at end of plan year2025-07-0228232
Other expenses paid from plan in this plan year2025-07-020
Other contributions to plan in this plan year2025-07-02595262
Other income to plan in this plan year2025-07-02276190
Plan net income in this plan year2025-07-021007320
Net assets as of the end of the plan year2025-07-023447723
Net assets as of the beginning of the plan year2025-07-022440403
Employer contributions to plan in this plan year2025-07-02328147
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-0219752

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