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MICHIGAN CENTER FOR AGING POLICY 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameMICHIGAN CENTER FOR AGING POLICY 403(B) RETIREMENT PLAN
Plan identification number 001

MICHIGAN CENTER FOR AGING POLICY 403(B) RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

AREA AGENCIES ON AGING ASSOCIATION OF MICHIGAN has sponsored the creation of one or more 401k plans.

Company Name:AREA AGENCIES ON AGING ASSOCIATION OF MICHIGAN
Employer identification number (EIN):382662698
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHIGAN CENTER FOR AGING POLICY 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DAVE LALUMIA2023-01-30
0012021-01-01DAVE LALUMIA2022-11-29 DAVE LALUMIA2022-11-29
0012020-01-01DAVE LALUMIA2021-09-29 DAVE LALUMIA2021-09-29
0012019-01-01DAVE LALUMIA2020-12-08
0012018-01-01DAVE LALUMIA2020-12-07
0012017-01-01RYAN COWMEADOW2018-07-23
0012016-01-01MARY ABLAN2017-07-26
0012015-01-01MARY ABLAN2016-07-13 MARY ABLAN2016-07-13
0012014-01-01MARY ABLAN2015-07-27
0012013-01-01MARY ABLAN2014-07-30 MARY ABLAN2014-07-30
0012012-01-01MARY ABLAN2013-07-22
0012011-01-01MARY ABLAN
0012010-01-01MARY ABLAN
0012009-01-01MARY ABLAN
0012009-01-01MARY ABLAN
0012009-01-01MARY ABLAN

Plan Statistics for MICHIGAN CENTER FOR AGING POLICY 403(B) RETIREMENT PLAN

401k plan membership statisitcs for MICHIGAN CENTER FOR AGING POLICY 403(B) RETIREMENT PLAN

Measure Date Value
2011: MICHIGAN CENTER FOR AGING POLICY 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0110
Total number of active participants reported on line 7a of the Form 55002011-01-0110
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0110
Number of participants with account balances2011-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MICHIGAN CENTER FOR AGING POLICY 403(B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0115
Total number of active participants reported on line 7a of the Form 55002010-01-0111
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0111
Number of participants with account balances2010-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: MICHIGAN CENTER FOR AGING POLICY 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011
Total number of active participants reported on line 7a of the Form 55002009-01-011
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011
Number of participants with account balances2009-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MICHIGAN CENTER FOR AGING POLICY 403(B) RETIREMENT PLAN

Measure Date Value
2011 : MICHIGAN CENTER FOR AGING POLICY 403(B) RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-12-31$18,495
Total plan assets at end of year2011-12-31$444,530
Total plan assets at beginning of year2011-12-31$432,684
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$12,400
Net income (gross income less expenses)2011-12-31$18,495
Net plan assets at end of year (total assets less liabilities)2011-12-31$444,530
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$432,684
Total contributions received or receivable from employer(s)2011-12-31$6,095
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$6,095
Amount contributed by the employer to the plan for this plan year2011-12-31$6,095
2010 : MICHIGAN CENTER FOR AGING POLICY 403(B) RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$17,988
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$339,086
Total plan assets at beginning of year2010-12-31$290,988
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$12,400
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$0
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$17,988
Net plan assets at end of year (total assets less liabilities)2010-12-31$339,086
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$290,988
Total contributions received or receivable from employer(s)2010-12-31$5,588
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : MICHIGAN CENTER FOR AGING POLICY 403(B) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$5,465
Amount contributed by the employer to the plan for this plan year2009-12-31$5,465

Form 5500 Responses for MICHIGAN CENTER FOR AGING POLICY 403(B) RETIREMENT PLAN

2011: MICHIGAN CENTER FOR AGING POLICY 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MICHIGAN CENTER FOR AGING POLICY 403(B) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MICHIGAN CENTER FOR AGING POLICY 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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