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SOUTH SIDE OFFICE OF CONCERN EMPLOYEES 403(B) PLAN 401k Plan overview

Plan NameSOUTH SIDE OFFICE OF CONCERN EMPLOYEES 403(B) PLAN
Plan identification number 001

SOUTH SIDE OFFICE OF CONCERN EMPLOYEES 403(B) PLAN 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(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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

SOUTH SIDE OFFICE OF CONCERN has sponsored the creation of one or more 401k plans.

Company Name:SOUTH SIDE OFFICE OF CONCERN
Employer identification number (EIN):371173520
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTH SIDE OFFICE OF CONCERN EMPLOYEES 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CHRISTNE KAHL2024-09-17 CHRISTNE KAHL2024-09-17
0012022-01-01DAWN FISHER2023-08-03 DAWN FISHER2023-08-03
0012021-01-01DAWN FISHER2022-09-28
0012020-01-01DAWN FISHER2021-09-09
0012019-06-01DAWN FISHER2020-10-09

Financial Data on SOUTH SIDE OFFICE OF CONCERN EMPLOYEES 403(B) PLAN

Measure Date Value
2025 : SOUTH SIDE OFFICE OF CONCERN EMPLOYEES 403(B) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-090
Total expenses incurred by plan in this plan year2025-07-09106122
Net assets as of the end of the plan year2025-07-09294184
Total assets as of the beginning of the plan year2025-07-09279588
Value of plan covered by a fidelity bond2025-07-0931000
Participant contributions to plan in this plan year2025-07-0939397
Value of participant loans at end of plan year2025-07-0917924
Other contributions to plan in this plan year2025-07-090
Other income to plan in this plan year2025-07-0944440
Plan net income in this plan year2025-07-0914596
Net assets as of the end of the plan year2025-07-09294184
Net assets as of the beginning of the plan year2025-07-09279588
Employer contributions to plan in this plan year2025-07-0936881
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-093679
2024 : SOUTH SIDE OFFICE OF CONCERN EMPLOYEES 403(B) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-170
Total expenses incurred by plan in this plan year2024-09-1719139
Net assets as of the end of the plan year2024-09-17279588
Total assets as of the beginning of the plan year2024-09-17189978
Value of plan covered by a fidelity bond2024-09-1730000
Participant contributions to plan in this plan year2024-09-1736905
Value of participant loans at end of plan year2024-09-1727058
Other contributions to plan in this plan year2024-09-170
Other income to plan in this plan year2024-09-1738894
Plan net income in this plan year2024-09-1789610
Net assets as of the end of the plan year2024-09-17279588
Net assets as of the beginning of the plan year2024-09-17189978
Employer contributions to plan in this plan year2024-09-1732950
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-172098
2022 : SOUTH SIDE OFFICE OF CONCERN EMPLOYEES 403(B) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-280
Total expenses incurred by plan in this plan year2022-09-2888188
Net assets as of the end of the plan year2022-09-28208634
Total assets as of the beginning of the plan year2022-09-28197576
Value of plan covered by a fidelity bond2022-09-28200000
Participant contributions to plan in this plan year2022-09-2836975
Other contributions to plan in this plan year2022-09-280
Other income to plan in this plan year2022-09-2830743
Plan net income in this plan year2022-09-2811058
Net assets as of the end of the plan year2022-09-28208634
Net assets as of the beginning of the plan year2022-09-28197576
Employer contributions to plan in this plan year2022-09-2831528
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-282621

Potentially related plans

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