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THE NACCAS 403B PLAN 401k Plan overview

Plan NameTHE NACCAS 403B PLAN
Plan identification number 002

THE NACCAS 403B PLAN 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

NACCAS has sponsored the creation of one or more 401k plans.

Company Name:NACCAS
Employer identification number (EIN):520902160
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE NACCAS 403B PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-07-01DARIN WALLACE2024-04-15 DARIN WALLACE2024-04-15
0022021-07-01HANNAH LHEE2022-08-25
0022020-07-01HANNAH LHEE2022-04-19
0022019-07-01HANNAH LHEE2021-01-28 HANNAH LHEE2021-01-28
0022017-07-01HANNAH LHEE2019-01-23
0022014-07-01HANNAH LHEE2019-01-23
0022013-07-01HANNAH LHEE2019-01-23
0022012-07-01HANNAH LHEE2019-01-23
0022011-07-01HANNAH LHEE2019-01-23
0022010-07-01HANNAH LHEE2019-01-23
0022009-07-01HANNAH LHEE2019-01-23

Plan Statistics for THE NACCAS 403B PLAN

401k plan membership statisitcs for THE NACCAS 403B PLAN

Measure Date Value
2025: THE NACCAS 403B PLAN 2025 401k membership
Total number of particpants at beginning of year2025-04-0148
Total number of particpants at end of year2025-04-0145
Number of Participants With Account Balances2025-04-0142
2022: THE NACCAS 403B PLAN 2022 401k membership
Total number of particpants at beginning of year2022-08-2548
Total number of particpants at end of year2022-08-2550
Number of Participants With Account Balances2022-08-2540

Financial Data on THE NACCAS 403B PLAN

Measure Date Value
2025 : THE NACCAS 403B PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-010
Total liabilities as of the end of the plan year2025-04-010
Total liabilities as of the beginning of the plan year2025-04-010
Total expenses incurred by plan in this plan year2025-04-01243865
Net assets as of the end of the plan year2025-04-012168691
Total assets as of the beginning of the plan year2025-04-011935241
Value of plan covered by a fidelity bond2025-04-01300000
Participant contributions to plan in this plan year2025-04-0187040
Value of participant loans at end of plan year2025-04-0119928
Other expenses paid from plan in this plan year2025-04-010
Other contributions to plan in this plan year2025-04-010
Other income to plan in this plan year2025-04-01265146
Plan net income in this plan year2025-04-01233450
Net assets as of the end of the plan year2025-04-012168691
Net assets as of the beginning of the plan year2025-04-011935241
Employer contributions to plan in this plan year2025-04-01125129
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-0120309
2022 : THE NACCAS 403B PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-08-250
Total liabilities as of the end of the plan year2022-08-250
Total liabilities as of the beginning of the plan year2022-08-250
Total expenses incurred by plan in this plan year2022-08-2575388
Net assets as of the end of the plan year2022-08-252859831
Total assets as of the beginning of the plan year2022-08-253412670
Value of plan covered by a fidelity bond2022-08-2510000
Participant contributions to plan in this plan year2022-08-25105558
Value of participant loans at end of plan year2022-08-2523536
Other expenses paid from plan in this plan year2022-08-250
Other contributions to plan in this plan year2022-08-250
Other income to plan in this plan year2022-08-25-695841
Plan net income in this plan year2022-08-25-552839
Net assets as of the end of the plan year2022-08-252859831
Net assets as of the beginning of the plan year2022-08-253412670
Employer contributions to plan in this plan year2022-08-25112832
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-2533257

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