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CENTER FOR TAX AND BUDGET 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameCENTER FOR TAX AND BUDGET 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

CENTER FOR TAX AND BUDGET 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.
  • 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

CENTER FOR TAX AND BUDGET has sponsored the creation of one or more 401k plans.

Company Name:CENTER FOR TAX AND BUDGET
Employer identification number (EIN):364327041
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTER FOR TAX AND BUDGET 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TRACY SCHONBERGER2024-04-29
0012022-01-01TRACY SCHONBERGER2023-05-23
0012021-01-01TRACY ANN SCHONBERGER2022-04-05
0012020-01-01TRACY SCHONBERGER2021-05-17
0012018-01-01TRACY A SCHONBERGER2019-03-21
0012017-01-01TRACY SCHONBERGER2018-05-29
0012016-01-01TRACY SCHONBERGER2017-05-23
0012015-01-01TRACY SCHONBERGER2016-06-16
0012014-01-01TRACY A. SCHONBERGER2015-05-20
0012013-01-01TRACY SCHONBERGER2014-05-06
0012012-01-01CENTER FOR TAX AND BUDGET2013-06-19
0012011-01-01CENTER FOR TAX AND BUDGET2012-05-16
0012010-01-01CENTER FOR TAX AND BUDGET2011-05-04

Plan Statistics for CENTER FOR TAX AND BUDGET 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for CENTER FOR TAX AND BUDGET 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025: CENTER FOR TAX AND BUDGET 401 K PROFIT SHARING PLAN TRUST 2025 401k membership
Total number of particpants at beginning of year2025-05-138
Total number of particpants at end of year2025-05-137
Number of Participants With Account Balances2025-05-135
2024: CENTER FOR TAX AND BUDGET 401 K PROFIT SHARING PLAN TRUST 2024 401k membership
Total number of particpants at beginning of year2024-04-297
Total number of particpants at end of year2024-04-298
Number of Participants With Account Balances2024-04-295
2022: CENTER FOR TAX AND BUDGET 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total number of particpants at beginning of year2022-04-058
Total number of particpants at end of year2022-04-058
Number of Participants With Account Balances2022-04-055

Financial Data on CENTER FOR TAX AND BUDGET 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : CENTER FOR TAX AND BUDGET 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-130
Total liabilities as of the end of the plan year2025-05-130
Total liabilities as of the beginning of the plan year2025-05-130
Total expenses incurred by plan in this plan year2025-05-134184
Net assets as of the end of the plan year2025-05-13354712
Total assets as of the beginning of the plan year2025-05-13291805
Value of plan covered by a fidelity bond2025-05-1340000
Participant contributions to plan in this plan year2025-05-139762
Other expenses paid from plan in this plan year2025-05-130
Other contributions to plan in this plan year2025-05-130
Other income to plan in this plan year2025-05-1357329
Plan net income in this plan year2025-05-1362907
Net assets as of the end of the plan year2025-05-13354712
Net assets as of the beginning of the plan year2025-05-13291805
Employer contributions to plan in this plan year2025-05-130
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-13418
2024 : CENTER FOR TAX AND BUDGET 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-290
Total liabilities as of the end of the plan year2024-04-290
Total liabilities as of the beginning of the plan year2024-04-290
Total expenses incurred by plan in this plan year2024-04-2913395
Net assets as of the end of the plan year2024-04-29291805
Total assets as of the beginning of the plan year2024-04-29246003
Value of plan covered by a fidelity bond2024-04-2940000
Participant contributions to plan in this plan year2024-04-299215
Other expenses paid from plan in this plan year2024-04-290
Other contributions to plan in this plan year2024-04-290
Other income to plan in this plan year2024-04-2949982
Plan net income in this plan year2024-04-2945802
Net assets as of the end of the plan year2024-04-29291805
Net assets as of the beginning of the plan year2024-04-29246003
Employer contributions to plan in this plan year2024-04-290
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-29384
2022 : CENTER FOR TAX AND BUDGET 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-050
Total liabilities as of the end of the plan year2022-04-050
Total liabilities as of the beginning of the plan year2022-04-050
Total expenses incurred by plan in this plan year2022-04-0542319
Net assets as of the end of the plan year2022-04-05279200
Total assets as of the beginning of the plan year2022-04-05247726
Value of plan covered by a fidelity bond2022-04-0540000
Participant contributions to plan in this plan year2022-04-0516902
Other expenses paid from plan in this plan year2022-04-050
Other contributions to plan in this plan year2022-04-055301
Other income to plan in this plan year2022-04-0551590
Plan net income in this plan year2022-04-0531474
Net assets as of the end of the plan year2022-04-05279200
Net assets as of the beginning of the plan year2022-04-05247726
Employer contributions to plan in this plan year2022-04-050
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-05390

Potentially related plans

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