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TAX DEFERRED ANNUITY PLAN OF RACINE COUNTY OPPORTUNITY CENTER 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF RACINE COUNTY OPPORTUNITY CENTER
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF RACINE COUNTY OPPORTUNITY CENTER 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

RACINE COUNTY OPPORTUNITY CENTER has sponsored the creation of one or more 401k plans.

Company Name:RACINE COUNTY OPPORTUNITY CENTER
Employer identification number (EIN):391079237
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF RACINE COUNTY OPPORTUNITY CENTER

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHELLE BEEGLE2024-07-25
0012022-01-01DANIEL EIFERT2023-07-26
0012021-01-01DANIEL EIFERT2022-07-21
0012020-01-01DANIEL EIFERT2021-07-15
0012019-01-01DANIEL EIFERT2020-07-21
0012018-01-01DANIEL EIFERT2019-07-16
0012017-01-01DAN EIFERT2018-07-17 DAN EIFERT2018-07-17
0012016-01-01DAN EIFERT2017-07-24
0012015-01-01DAN EIFERT2016-07-19
0012014-01-01DAN EIFERT2015-07-21
0012013-01-01DAN EIFERT2014-07-17
0012011-01-01DAN EIFERT2012-07-16

Financial Data on TAX DEFERRED ANNUITY PLAN OF RACINE COUNTY OPPORTUNITY CENTER

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF RACINE COUNTY OPPORTUNITY CENTER 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-220
Total liabilities as of the end of the plan year2025-07-220
Total liabilities as of the beginning of the plan year2025-07-220
Total expenses incurred by plan in this plan year2025-07-22538758
Net assets as of the end of the plan year2025-07-223256121
Total assets as of the beginning of the plan year2025-07-223261228
Value of plan covered by a fidelity bond2025-07-22250000
Participant contributions to plan in this plan year2025-07-22106871
Other expenses paid from plan in this plan year2025-07-220
Other contributions to plan in this plan year2025-07-222028
Other income to plan in this plan year2025-07-22424752
Plan net income in this plan year2025-07-22-5107
Net assets as of the end of the plan year2025-07-223256121
Net assets as of the beginning of the plan year2025-07-223261228
Employer contributions to plan in this plan year2025-07-220
Fees paid to broker by Benefit Provider2025-07-22329
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-22556
2024 : TAX DEFERRED ANNUITY PLAN OF RACINE COUNTY OPPORTUNITY CENTER 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-250
Total liabilities as of the end of the plan year2024-07-250
Total liabilities as of the beginning of the plan year2024-07-250
Total expenses incurred by plan in this plan year2024-07-2548550
Net assets as of the end of the plan year2024-07-253261228
Total assets as of the beginning of the plan year2024-07-252801235
Participant contributions to plan in this plan year2024-07-25106510
Other expenses paid from plan in this plan year2024-07-250
Other contributions to plan in this plan year2024-07-250
Other income to plan in this plan year2024-07-25402033
Plan net income in this plan year2024-07-25459993
Net assets as of the end of the plan year2024-07-253261228
Net assets as of the beginning of the plan year2024-07-252801235
Employer contributions to plan in this plan year2024-07-250
Fees paid to broker by Benefit Provider2024-07-25135
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-25189

Potentially related plans

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