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THE CENTER OF WORKFORCE INNOVA 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameTHE CENTER OF WORKFORCE INNOVA 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

THE CENTER OF WORKFORCE INNOVA 401 K PROFIT SHARING PLAN TRUST 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.
  • 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

THE CENTER OF WORKFORCE INNOVA has sponsored the creation of one or more 401k plans.

Company Name:THE CENTER OF WORKFORCE INNOVA
Employer identification number (EIN):352099782
NAIC Classification:561300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CENTER OF WORKFORCE INNOVA 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SHIRLEY HORNER2024-06-21
0012022-01-01ERIN SIZEMORE2023-04-20
0012021-01-01ERIN SIZEMORE2022-07-26
0012020-01-01ERIN SIZEMORE2021-06-23
0012018-01-01ERIN SIZEMORE2019-07-22
0012017-01-01JENNIFER ZATARSKI2018-07-24
0012016-01-01JENNIFER ZATARSKI2017-06-30
0012015-01-01JENNIFER ZATARSKI2016-07-26
0012014-01-01SUSAN BUBLITZ2015-07-08
0012013-01-01SUSAN BUBLITZ2014-06-19
0012012-01-01THE CENTER OF WORKFORCE INNOVA2013-06-27
0012011-01-01THE CENTER OF WORKFORCE INNOVA2012-05-16
0012010-01-01THE CENTER OF WORKFORCE INNOVA2011-06-21

Plan Statistics for THE CENTER OF WORKFORCE INNOVA 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for THE CENTER OF WORKFORCE INNOVA 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025: THE CENTER OF WORKFORCE INNOVA 401 K PROFIT SHARING PLAN TRUST 2025 401k membership
Total number of particpants at beginning of year2025-06-1186
Total number of particpants at end of year2025-06-1175
Number of Participants With Account Balances2025-06-1152
2024: THE CENTER OF WORKFORCE INNOVA 401 K PROFIT SHARING PLAN TRUST 2024 401k membership
Total number of particpants at beginning of year2024-06-2163
Total number of particpants at end of year2024-06-2185
Number of Participants With Account Balances2024-06-2159

Financial Data on THE CENTER OF WORKFORCE INNOVA 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : THE CENTER OF WORKFORCE INNOVA 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-11290255
Net assets as of the end of the plan year2025-06-111785867
Total assets as of the beginning of the plan year2025-06-111527072
Value of plan covered by a fidelity bond2025-06-11153000
Participant contributions to plan in this plan year2025-06-11181029
Value of participant loans at end of plan year2025-06-1154509
Other contributions to plan in this plan year2025-06-11653
Other income to plan in this plan year2025-06-11207513
Plan net income in this plan year2025-06-11258795
Net assets as of the end of the plan year2025-06-111785867
Net assets as of the beginning of the plan year2025-06-111527072
Employer contributions to plan in this plan year2025-06-11159855
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-113551
2024 : THE CENTER OF WORKFORCE INNOVA 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-21558675
Net assets as of the end of the plan year2024-06-211527072
Total assets as of the beginning of the plan year2024-06-211473174
Value of plan covered by a fidelity bond2024-06-21148000
Participant contributions to plan in this plan year2024-06-21191604
Value of participant loans at end of plan year2024-06-2153471
Other income to plan in this plan year2024-06-21248340
Plan net income in this plan year2024-06-2153898
Net assets as of the end of the plan year2024-06-211527072
Net assets as of the beginning of the plan year2024-06-211473174
Employer contributions to plan in this plan year2024-06-21172629
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-212231

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