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403(B) THRIFT PLAN OF ILLINOIS ASSOCIATION OF COMMUNITY ACTION AGENCIES 401k Plan overview

Plan Name403(B) THRIFT PLAN OF ILLINOIS ASSOCIATION OF COMMUNITY ACTION AGENCIES
Plan identification number 001

403(B) THRIFT PLAN OF ILLINOIS ASSOCIATION OF COMMUNITY ACTION AGENCIES 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

ILLINOIS ASSOCIATION OF COMMUNITY A CTION AGENCIES has sponsored the creation of one or more 401k plans.

Company Name:ILLINOIS ASSOCIATION OF COMMUNITY A CTION AGENCIES
Employer identification number (EIN):370956949
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF ILLINOIS ASSOCIATION OF COMMUNITY ACTION AGENCIES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ANITA HOLMGREN2024-07-22
0012022-01-01ANITA HOLMGREN2023-07-17
0012021-01-01ANITA HOLMGREN2023-06-13
0012021-01-01ANITA HOLMGREN2023-07-20
0012020-01-01ANITA HOLMGREN2021-07-21
0012019-01-01ANITA HOLMGREN2020-07-08
0012018-01-01ANITA HOLMGREN2019-06-28
0012017-01-01ANITA HOLMGREN2018-05-30 JOHN EDWARDS, JR2018-05-30
0012016-01-01ANITA HOLMGREN2017-07-20
0012015-01-01ANITA HOLMGREN2016-07-26
0012014-01-01ANITA HOLMGREN2015-07-23
0012013-01-01ANITA HOLMGREN2014-07-31 ANITA HOLMGREN2014-07-31
0012012-12-01ANITA HOLMGREN2013-06-27 ANITA HOLMGREN2013-06-27
0012011-12-01ANITA HOLMGREN2013-06-27 ANITA HOLMGREN2013-06-27
0012010-12-01DALITSO SULAMOYO2013-07-03

Financial Data on 403(B) THRIFT PLAN OF ILLINOIS ASSOCIATION OF COMMUNITY ACTION AGENCIES

Measure Date Value
2025 : 403(B) THRIFT PLAN OF ILLINOIS ASSOCIATION OF COMMUNITY ACTION AGENCIES 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-170
Total liabilities as of the end of the plan year2025-07-170
Total liabilities as of the beginning of the plan year2025-07-170
Total expenses incurred by plan in this plan year2025-07-1776511
Net assets as of the end of the plan year2025-07-17703230
Total assets as of the beginning of the plan year2025-07-17589839
Value of plan covered by a fidelity bond2025-07-17100000
Participant contributions to plan in this plan year2025-07-1733908
Other expenses paid from plan in this plan year2025-07-170
Other contributions to plan in this plan year2025-07-1712832
Other income to plan in this plan year2025-07-1794460
Plan net income in this plan year2025-07-17113391
Net assets as of the end of the plan year2025-07-17703230
Net assets as of the beginning of the plan year2025-07-17589839
Employer contributions to plan in this plan year2025-07-1748702
Fees paid to broker by Benefit Provider2025-07-17269
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-17292
2024 : 403(B) THRIFT PLAN OF ILLINOIS ASSOCIATION OF COMMUNITY ACTION AGENCIES 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-220
Total liabilities as of the end of the plan year2024-07-220
Total liabilities as of the beginning of the plan year2024-07-220
Total expenses incurred by plan in this plan year2024-07-2232770
Net assets as of the end of the plan year2024-07-22589839
Total assets as of the beginning of the plan year2024-07-22461163
Value of plan covered by a fidelity bond2024-07-22100000
Participant contributions to plan in this plan year2024-07-229472
Other expenses paid from plan in this plan year2024-07-220
Other contributions to plan in this plan year2024-07-2234812
Other income to plan in this plan year2024-07-2279663
Plan net income in this plan year2024-07-22128676
Net assets as of the end of the plan year2024-07-22589839
Net assets as of the beginning of the plan year2024-07-22461163
Employer contributions to plan in this plan year2024-07-2237499
Fees paid to broker by Benefit Provider2024-07-2264
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-22165
2023 : 403(B) THRIFT PLAN OF ILLINOIS ASSOCIATION OF COMMUNITY ACTION AGENCIES 2023 401k financial data
Total transfers to/from plan in this plan year2023-07-200
Total liabilities as of the end of the plan year2023-07-200
Total liabilities as of the beginning of the plan year2023-07-200
Total expenses incurred by plan in this plan year2023-07-2021810
Net assets as of the end of the plan year2023-07-20562105
Total assets as of the beginning of the plan year2023-07-20460622
Value of plan covered by a fidelity bond2023-07-20100000
Participant contributions to plan in this plan year2023-07-2027671
Other expenses paid from plan in this plan year2023-07-20136
Other contributions to plan in this plan year2023-07-200
Other income to plan in this plan year2023-07-2065066
Plan net income in this plan year2023-07-20101483
Net assets as of the end of the plan year2023-07-20562105
Net assets as of the beginning of the plan year2023-07-20460622
Employer contributions to plan in this plan year2023-07-2030556
Fees paid to broker by Benefit Provider2023-07-2083

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