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THE ARC OF FOND DU LAC 401(K) PLAN 401k Plan overview

Plan NameTHE ARC OF FOND DU LAC 401(K) PLAN
Plan identification number 001

THE ARC OF FOND DU LAC 401(K) 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(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

THE ARC OF FOND DU LAC, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE ARC OF FOND DU LAC, INC.
Employer identification number (EIN):391034161
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ARC OF FOND DU LAC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAWN SCANNELL2024-04-30
0012022-01-01DAWN SCANNELL2023-06-07
0012021-01-01DAWN SCANNELL2022-06-08
0012020-01-01DAWN SCANNELL2021-09-09
0012019-01-01LIZ MORRELL2020-10-05
0012018-01-01LYNN THOMMA2019-06-20
0012017-01-01LYNN THOMMA2018-09-20
0012016-01-01LYNN THOMMA2017-07-18
0012015-01-01GREG GEARL2016-07-28
0012013-01-01GREG GEARL2014-10-14
0012012-01-01GREG GEARL2013-06-20 GREG GEARL2013-06-20
0012011-01-01GREG GEARL2012-09-24
0012010-01-01GREG GEARL2011-08-25

Financial Data on THE ARC OF FOND DU LAC 401(K) PLAN

Measure Date Value
2025 : THE ARC OF FOND DU LAC 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-03-310
Total liabilities as of the end of the plan year2025-03-310
Total liabilities as of the beginning of the plan year2025-03-310
Total expenses incurred by plan in this plan year2025-03-3174177
Net assets as of the end of the plan year2025-03-31620547
Total assets as of the beginning of the plan year2025-03-31543748
Value of plan covered by a fidelity bond2025-03-31500000
Participant contributions to plan in this plan year2025-03-3163241
Other expenses paid from plan in this plan year2025-03-310
Other contributions to plan in this plan year2025-03-310
Other income to plan in this plan year2025-03-3167542
Plan net income in this plan year2025-03-3176799
Net assets as of the end of the plan year2025-03-31620547
Net assets as of the beginning of the plan year2025-03-31543748
Employer contributions to plan in this plan year2025-03-3120193
Fees paid to broker by Benefit Provider2025-03-31512
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-312658
2024 : THE ARC OF FOND DU LAC 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-300
Total liabilities as of the end of the plan year2024-04-300
Total liabilities as of the beginning of the plan year2024-04-300
Total expenses incurred by plan in this plan year2024-04-3017128
Net assets as of the end of the plan year2024-04-30543748
Total assets as of the beginning of the plan year2024-04-30411605
Value of plan covered by a fidelity bond2024-04-30500000
Participant contributions to plan in this plan year2024-04-3051700
Other expenses paid from plan in this plan year2024-04-300
Other contributions to plan in this plan year2024-04-300
Other income to plan in this plan year2024-04-3073198
Plan net income in this plan year2024-04-30132143
Net assets as of the end of the plan year2024-04-30543748
Net assets as of the beginning of the plan year2024-04-30411605
Employer contributions to plan in this plan year2024-04-3024373
Fees paid to broker by Benefit Provider2024-04-30385
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-301715
2022 : THE ARC OF FOND DU LAC 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-080
Total liabilities as of the end of the plan year2022-06-080
Total liabilities as of the beginning of the plan year2022-06-080
Total expenses incurred by plan in this plan year2022-06-0837721
Net assets as of the end of the plan year2022-06-08460807
Total assets as of the beginning of the plan year2022-06-08368182
Value of plan covered by a fidelity bond2022-06-08500000
Participant contributions to plan in this plan year2022-06-0853236
Other expenses paid from plan in this plan year2022-06-080
Other contributions to plan in this plan year2022-06-080
Other income to plan in this plan year2022-06-0857571
Plan net income in this plan year2022-06-0892625
Net assets as of the end of the plan year2022-06-08460807
Net assets as of the beginning of the plan year2022-06-08368182
Employer contributions to plan in this plan year2022-06-0819539
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-086299

Potentially related plans

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