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403(B) THRIFT PLAN FOR EMPLOYEES OF CARING CONNECTION 401k Plan overview

Plan Name403(B) THRIFT PLAN FOR EMPLOYEES OF CARING CONNECTION
Plan identification number 003

403(B) THRIFT PLAN FOR EMPLOYEES OF CARING CONNECTION Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

CARING CONNECTION has sponsored the creation of one or more 401k plans.

Company Name:CARING CONNECTION
Employer identification number (EIN):382592238
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 FOR EMPLOYEES OF CARING CONNECTION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01TIFFANY GAUNDER2024-07-07
0032022-01-01TIFFANY GAUNDER2023-09-25
0032021-01-01WAYNE SAWYER2022-10-08
0032021-01-01WAYNE SAWYER2022-10-08
0032020-01-01WAYNE SAWYER2021-07-27
0032019-01-01WAYNE SAWYER2020-08-26
0032018-01-01WAYNE SAWYER2019-06-27
0032017-01-01TERRENCE M. THOMAS2018-04-25 TERRENCE M. THOMAS2018-04-25
0032016-01-01HEIDI KUSAKA2017-07-20 HEIDI KUSAKA2017-07-20
0032015-01-01HEIDI KUSAKA2016-07-26 HEIDI KUSAKA2016-07-26
0032013-01-01HEIDI KUSAKA2014-05-06
0032012-01-01HEIDI KUSAKA2013-09-10
0032011-01-01HEIDI KUSAKA2012-07-12
0032010-01-01HEIDI KUSAKA2011-10-17

Plan Statistics for 403(B) THRIFT PLAN FOR EMPLOYEES OF CARING CONNECTION

401k plan membership statisitcs for 403(B) THRIFT PLAN FOR EMPLOYEES OF CARING CONNECTION

Measure Date Value
2025: 403(B) THRIFT PLAN FOR EMPLOYEES OF CARING CONNECTION 2025 401k membership
Total number of particpants at beginning of year2025-05-1218
Total number of particpants at end of year2025-05-1255
Number of Participants With Account Balances2025-05-1214
2024: 403(B) THRIFT PLAN FOR EMPLOYEES OF CARING CONNECTION 2024 401k membership
Total number of particpants at beginning of year2024-07-0718
Total number of particpants at end of year2024-07-0718
Number of Participants With Account Balances2024-07-0717
2022: 403(B) THRIFT PLAN FOR EMPLOYEES OF CARING CONNECTION 2022 401k membership
Total number of particpants at beginning of year2022-10-0822
Total number of particpants at end of year2022-10-0822
Number of Participants With Account Balances2022-10-0818

Financial Data on 403(B) THRIFT PLAN FOR EMPLOYEES OF CARING CONNECTION

Measure Date Value
2025 : 403(B) THRIFT PLAN FOR EMPLOYEES OF CARING CONNECTION 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-120
Total liabilities as of the end of the plan year2025-05-120
Total liabilities as of the beginning of the plan year2025-05-120
Total expenses incurred by plan in this plan year2025-05-1211395
Net assets as of the end of the plan year2025-05-12110344
Total assets as of the beginning of the plan year2025-05-12102957
Value of plan covered by a fidelity bond2025-05-12500000
Participant contributions to plan in this plan year2025-05-128306
Other expenses paid from plan in this plan year2025-05-120
Other contributions to plan in this plan year2025-05-120
Other income to plan in this plan year2025-05-1210476
Plan net income in this plan year2025-05-127387
Net assets as of the end of the plan year2025-05-12110344
Net assets as of the beginning of the plan year2025-05-12102957
Employer contributions to plan in this plan year2025-05-120
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-12117
2024 : 403(B) THRIFT PLAN FOR EMPLOYEES OF CARING CONNECTION 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-070
Total liabilities as of the end of the plan year2024-07-070
Total liabilities as of the beginning of the plan year2024-07-070
Total expenses incurred by plan in this plan year2024-07-07360
Net assets as of the end of the plan year2024-07-07102957
Total assets as of the beginning of the plan year2024-07-0787183
Value of plan covered by a fidelity bond2024-07-07500000
Participant contributions to plan in this plan year2024-07-075787
Other expenses paid from plan in this plan year2024-07-070
Other contributions to plan in this plan year2024-07-070
Other income to plan in this plan year2024-07-0710347
Plan net income in this plan year2024-07-0715774
Net assets as of the end of the plan year2024-07-07102957
Net assets as of the beginning of the plan year2024-07-0787183
Employer contributions to plan in this plan year2024-07-070
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-0723
2022 : 403(B) THRIFT PLAN FOR EMPLOYEES OF CARING CONNECTION 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-080
Total liabilities as of the end of the plan year2022-10-080
Total liabilities as of the beginning of the plan year2022-10-080
Total expenses incurred by plan in this plan year2022-10-08166646
Net assets as of the end of the plan year2022-10-08158732
Total assets as of the beginning of the plan year2022-10-08280719
Value of plan covered by a fidelity bond2022-10-08500000
Participant contributions to plan in this plan year2022-10-0812524
Other expenses paid from plan in this plan year2022-10-0875
Other contributions to plan in this plan year2022-10-080
Other income to plan in this plan year2022-10-0832135
Plan net income in this plan year2022-10-08-121987
Net assets as of the end of the plan year2022-10-08158732
Net assets as of the beginning of the plan year2022-10-08280719
Employer contributions to plan in this plan year2022-10-080
Fees paid to broker by Benefit Provider2022-10-0882

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