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403(B) THRIFT PLAN OF AIDS PROJECT OF THE OZARKS 401k Plan overview

Plan Name403(B) THRIFT PLAN OF AIDS PROJECT OF THE OZARKS
Plan identification number 001

403(B) THRIFT PLAN OF AIDS PROJECT OF THE OZARKS 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

AIDS PROJECT OF THE OZARKS has sponsored the creation of one or more 401k plans.

Company Name:AIDS PROJECT OF THE OZARKS
Employer identification number (EIN):431421252
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Additional information about AIDS PROJECT OF THE OZARKS

Jurisdiction of Incorporation: Missouri Secretary of State
Incorporation Date:
Company Identification Number: N00033878

More information about AIDS PROJECT OF THE OZARKS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF AIDS PROJECT OF THE OZARKS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SANDRA TERRELL2024-07-23
0012022-01-01SANDRA TERRELL2023-07-26
0012021-01-01LYNN MEYERKORD2022-07-29
0012020-01-01LYNN MEYERKORD2021-07-27
0012019-01-01LYNN MEYERKORD2020-07-31
0012018-01-01LYNN MEYERKORD2019-10-08
0012017-01-01LYNNE MEYERKORD2018-06-29 LYNNE MEYERKORD2018-06-29
0012016-01-01LYNNE MEYERKORD2017-10-13 LYNNE MEYERKORD2017-10-13

Plan Statistics for 403(B) THRIFT PLAN OF AIDS PROJECT OF THE OZARKS

401k plan membership statisitcs for 403(B) THRIFT PLAN OF AIDS PROJECT OF THE OZARKS

Measure Date Value
2025: 403(B) THRIFT PLAN OF AIDS PROJECT OF THE OZARKS 2025 401k membership
Total number of particpants at beginning of year2025-06-2773
Total number of particpants at end of year2025-06-2784
Number of Participants With Account Balances2025-06-2767
2024: 403(B) THRIFT PLAN OF AIDS PROJECT OF THE OZARKS 2024 401k membership
Total number of particpants at beginning of year2024-07-2362
Total number of particpants at end of year2024-07-2373
Number of Participants With Account Balances2024-07-2360
2022: 403(B) THRIFT PLAN OF AIDS PROJECT OF THE OZARKS 2022 401k membership
Total number of particpants at beginning of year2022-07-2947
Total number of particpants at end of year2022-07-2975
Number of Participants With Account Balances2022-07-2953

Financial Data on 403(B) THRIFT PLAN OF AIDS PROJECT OF THE OZARKS

Measure Date Value
2025 : 403(B) THRIFT PLAN OF AIDS PROJECT OF THE OZARKS 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-270
Total liabilities as of the end of the plan year2025-06-270
Total liabilities as of the beginning of the plan year2025-06-270
Total expenses incurred by plan in this plan year2025-06-2735332
Net assets as of the end of the plan year2025-06-272656877
Total assets as of the beginning of the plan year2025-06-272060398
Value of plan covered by a fidelity bond2025-06-271000000
Participant contributions to plan in this plan year2025-06-27178921
Value of participant loans at end of plan year2025-06-2722733
Other expenses paid from plan in this plan year2025-06-270
Other contributions to plan in this plan year2025-06-2727884
Other income to plan in this plan year2025-06-27356959
Plan net income in this plan year2025-06-27596479
Net assets as of the end of the plan year2025-06-272656877
Net assets as of the beginning of the plan year2025-06-272060398
Employer contributions to plan in this plan year2025-06-2768047
Fees paid to broker by Benefit Provider2025-06-27272
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-27184
2024 : 403(B) THRIFT PLAN OF AIDS PROJECT OF THE OZARKS 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-230
Total liabilities as of the end of the plan year2024-07-230
Total liabilities as of the beginning of the plan year2024-07-230
Total expenses incurred by plan in this plan year2024-07-2332226
Net assets as of the end of the plan year2024-07-232060398
Total assets as of the beginning of the plan year2024-07-231519234
Value of plan covered by a fidelity bond2024-07-231000000
Participant contributions to plan in this plan year2024-07-23175465
Other expenses paid from plan in this plan year2024-07-230
Other contributions to plan in this plan year2024-07-2324288
Other income to plan in this plan year2024-07-23310410
Plan net income in this plan year2024-07-23541164
Net assets as of the end of the plan year2024-07-232060398
Net assets as of the beginning of the plan year2024-07-231519234
Employer contributions to plan in this plan year2024-07-2363227
Fees paid to broker by Benefit Provider2024-07-23274
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2386
2022 : 403(B) THRIFT PLAN OF AIDS PROJECT OF THE OZARKS 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-290
Total liabilities as of the end of the plan year2022-07-290
Total liabilities as of the beginning of the plan year2022-07-290
Total expenses incurred by plan in this plan year2022-07-29158
Net assets as of the end of the plan year2022-07-291591335
Total assets as of the beginning of the plan year2022-07-291114484
Value of plan covered by a fidelity bond2022-07-291000000
Participant contributions to plan in this plan year2022-07-29192470
Other expenses paid from plan in this plan year2022-07-29158
Other contributions to plan in this plan year2022-07-290
Other income to plan in this plan year2022-07-29217761
Plan net income in this plan year2022-07-29476851
Net assets as of the end of the plan year2022-07-291591335
Net assets as of the beginning of the plan year2022-07-291114484
Employer contributions to plan in this plan year2022-07-2966778
Fees paid to broker by Benefit Provider2022-07-29360

Potentially related plans

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