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COMMUNITY ACTION, INC. 401K PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameCOMMUNITY ACTION, INC. 401K PROFIT SHARING PLAN AND TRUST
Plan identification number 001

COMMUNITY ACTION, INC. 401K PROFIT SHARING PLAN AND TRUST 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

COMMUNITY ACTION, INC. has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY ACTION, INC.
Employer identification number (EIN):480780983
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY ACTION, INC. 401K PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01DAVID LUNSON2023-12-19
0012021-07-01DAVID LUNSON2023-04-11
0012020-07-01DAVID LUNSON2022-01-24
0012014-07-01TAWNY STOTTLEMIRE2016-04-14 TAWNY STOTTLEMIRE2016-04-14
0012013-07-01TAWNY STOTTLEMIRE2015-04-14
0012012-07-01TAWNY STOTTLEMIRE2015-04-14
0012011-07-01PHYLLIS MARMON2013-04-12
0012010-07-01SUSAN WHEATLEY2011-10-21

Plan Statistics for COMMUNITY ACTION, INC. 401K PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for COMMUNITY ACTION, INC. 401K PROFIT SHARING PLAN AND TRUST

Measure Date Value
2025: COMMUNITY ACTION, INC. 401K PROFIT SHARING PLAN AND TRUST 2025 401k membership
Total number of particpants at beginning of year2025-01-2878
Total number of particpants at end of year2025-01-2888
Number of Participants With Account Balances2025-01-2860
2023: COMMUNITY ACTION, INC. 401K PROFIT SHARING PLAN AND TRUST 2023 401k membership
Total number of particpants at beginning of year2023-04-1180
Total number of particpants at end of year2023-04-1183
Number of Participants With Account Balances2023-04-1167

Financial Data on COMMUNITY ACTION, INC. 401K PROFIT SHARING PLAN AND TRUST

Measure Date Value
2025 : COMMUNITY ACTION, INC. 401K PROFIT SHARING PLAN AND TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-01-280
Total liabilities as of the end of the plan year2025-01-280
Total liabilities as of the beginning of the plan year2025-01-280
Total expenses incurred by plan in this plan year2025-01-2844402
Net assets as of the end of the plan year2025-01-28801881
Total assets as of the beginning of the plan year2025-01-28707747
Value of plan covered by a fidelity bond2025-01-28200000
Participant contributions to plan in this plan year2025-01-2830559
Other expenses paid from plan in this plan year2025-01-280
Other contributions to plan in this plan year2025-01-280
Other income to plan in this plan year2025-01-2896993
Plan net income in this plan year2025-01-2894134
Net assets as of the end of the plan year2025-01-28801881
Net assets as of the beginning of the plan year2025-01-28707747
Employer contributions to plan in this plan year2025-01-2810984
Fees paid to broker by Benefit Provider2025-01-28115
Expensese paid to adminstrative service provicers from plan in this plan year2025-01-28557
2023 : COMMUNITY ACTION, INC. 401K PROFIT SHARING PLAN AND TRUST 2023 401k financial data
Total transfers to/from plan in this plan year2023-04-110
Total liabilities as of the end of the plan year2023-04-110
Total liabilities as of the beginning of the plan year2023-04-110
Total expenses incurred by plan in this plan year2023-04-1117748
Net assets as of the end of the plan year2023-04-11640225
Total assets as of the beginning of the plan year2023-04-11643933
Value of plan covered by a fidelity bond2023-04-11200000
Participant contributions to plan in this plan year2023-04-1171733
Other expenses paid from plan in this plan year2023-04-110
Other contributions to plan in this plan year2023-04-110
Other income to plan in this plan year2023-04-11-87319
Plan net income in this plan year2023-04-11-3708
Net assets as of the end of the plan year2023-04-11640225
Net assets as of the beginning of the plan year2023-04-11643933
Employer contributions to plan in this plan year2023-04-1129626
Expensese paid to adminstrative service provicers from plan in this plan year2023-04-11423

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