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NORTH CAROLINA EARLY CHILDHOOD FOUNDATION RETIREMENT PLAN 401k Plan overview

Plan NameNORTH CAROLINA EARLY CHILDHOOD FOUNDATION RETIREMENT PLAN
Plan identification number 001

NORTH CAROLINA EARLY CHILDHOOD FOUNDATION RETIREMENT 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.
  • 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

NORTH CAROLINA EARLY CHILDHOOD FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:NORTH CAROLINA EARLY CHILDHOOD FOUNDATION
Employer identification number (EIN):453971534
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH CAROLINA EARLY CHILDHOOD FOUNDATION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KAYLAN SLOANE2024-05-16 KAYLAN SLOANE2024-05-16
0012022-01-01KAYLAN SLOANE2023-06-26 KAYLAN SLOANE2023-06-26
0012021-01-01MARY F GRANT2022-07-14
0012020-01-01MUFFY GRANT2021-07-22 MUFFY GRANT2021-07-22
0012019-01-01MUFFY GRANT2020-02-17 MUFFY GRANT2020-02-17
0012018-01-01JACKIE DECKER2019-05-21 JACKIE DECKER2019-05-21
0012017-01-01TRACY ZIMMERMAN2018-04-24 TRACY ZIMMERMAN2018-04-24
0012016-01-01TRACY ZIMMERMAN2017-02-12 TRACY ZIMMERMAN2017-02-12
0012015-01-01TRACY ZIMMERMAN2016-04-06 TRACY ZIMMERMAN2016-04-06
0012013-01-01TRACY ZIMMERMAN2014-09-30 TRACY ZIMMERMAN2014-09-30

Plan Statistics for NORTH CAROLINA EARLY CHILDHOOD FOUNDATION RETIREMENT PLAN

401k plan membership statisitcs for NORTH CAROLINA EARLY CHILDHOOD FOUNDATION RETIREMENT PLAN

Measure Date Value
2025: NORTH CAROLINA EARLY CHILDHOOD FOUNDATION RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-209
Total number of particpants at end of year2025-05-2010
Number of Participants With Account Balances2025-05-2010
2024: NORTH CAROLINA EARLY CHILDHOOD FOUNDATION RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-1610
Total number of particpants at end of year2024-05-169
Number of Participants With Account Balances2024-05-169
2022: NORTH CAROLINA EARLY CHILDHOOD FOUNDATION RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year2022-07-1411
Total number of particpants at end of year2022-07-1411
Number of Participants With Account Balances2022-07-1411

Financial Data on NORTH CAROLINA EARLY CHILDHOOD FOUNDATION RETIREMENT PLAN

Measure Date Value
2025 : NORTH CAROLINA EARLY CHILDHOOD FOUNDATION RETIREMENT PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-05-200
Total expenses incurred by plan in this plan year2025-05-203629
Net assets as of the end of the plan year2025-05-20736350
Total assets as of the beginning of the plan year2025-05-20603500
Value of plan covered by a fidelity bond2025-05-20100000
Participant contributions to plan in this plan year2025-05-2039892
Other income to plan in this plan year2025-05-2070840
Plan net income in this plan year2025-05-20132850
Net assets as of the end of the plan year2025-05-20736350
Net assets as of the beginning of the plan year2025-05-20603500
Employer contributions to plan in this plan year2025-05-2025747
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-203629
2024 : NORTH CAROLINA EARLY CHILDHOOD FOUNDATION RETIREMENT PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-05-160
Total expenses incurred by plan in this plan year2024-05-1689947
Net assets as of the end of the plan year2024-05-16603500
Total assets as of the beginning of the plan year2024-05-16529398
Value of plan covered by a fidelity bond2024-05-16100000
Participant contributions to plan in this plan year2024-05-1639403
Other income to plan in this plan year2024-05-1690573
Plan net income in this plan year2024-05-1674102
Net assets as of the end of the plan year2024-05-16603500
Net assets as of the beginning of the plan year2024-05-16529398
Employer contributions to plan in this plan year2024-05-1634073
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-163161
2022 : NORTH CAROLINA EARLY CHILDHOOD FOUNDATION RETIREMENT PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-07-140
Total expenses incurred by plan in this plan year2022-07-141892
Net assets as of the end of the plan year2022-07-14883429
Total assets as of the beginning of the plan year2022-07-14719714
Value of plan covered by a fidelity bond2022-07-14100000
Participant contributions to plan in this plan year2022-07-1443003
Other income to plan in this plan year2022-07-1494414
Plan net income in this plan year2022-07-14163715
Net assets as of the end of the plan year2022-07-14883429
Net assets as of the beginning of the plan year2022-07-14719714
Value of contributions failed to transmitted timely2022-07-142770
Employer contributions to plan in this plan year2022-07-1428190
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-14524

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