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TAX DEFERRED ANNUITY PLAN OF COMMUNITY ACTION PARTNERSHIP 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF COMMUNITY ACTION PARTNERSHIP
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF COMMUNITY ACTION PARTNERSHIP 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.
  • 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.
  • 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 PARTNERSHIP has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY ACTION PARTNERSHIP
Employer identification number (EIN):521120274
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF COMMUNITY ACTION PARTNERSHIP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TAWNY STOTTLEMIRE2024-09-10
0012022-01-01JOVITA TOLBERT2023-06-30
0012022-01-01TAWNY STOTTLEMIRE2024-09-10
0012021-01-01JOVITA TOLBERT2022-09-29
0012021-01-01JOVITA TOLBERT2022-09-29
0012020-01-01NIA LIZANNA2021-06-25
0012019-01-01JOVITA TOLBERT2020-07-14
0012018-01-01JOVITA TOLBERT2019-07-26
0012017-01-01
0012016-01-01
0012015-01-01
0012013-01-01
0012012-01-01GARRY TYRAN2013-10-03
0012011-01-01LINDA GOFF2012-10-01
0012010-01-01LINDA GOFF2011-07-19 LINDA GOFF2011-07-19

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF COMMUNITY ACTION PARTNERSHIP

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF COMMUNITY ACTION PARTNERSHIP

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF COMMUNITY ACTION PARTNERSHIP 2025 401k membership
Total number of particpants at beginning of year2025-09-1746
Total number of particpants at end of year2025-09-1743
Number of Participants With Account Balances2025-09-1743
2024: TAX DEFERRED ANNUITY PLAN OF COMMUNITY ACTION PARTNERSHIP 2024 401k membership
Total number of particpants at beginning of year2024-09-1044
Total number of particpants at end of year2024-09-1046
Number of Participants With Account Balances2024-09-1039
2022: TAX DEFERRED ANNUITY PLAN OF COMMUNITY ACTION PARTNERSHIP 2022 401k membership
Total number of particpants at beginning of year2022-09-2926
Total number of particpants at end of year2022-09-2936
Number of Participants With Account Balances2022-09-2936

Financial Data on TAX DEFERRED ANNUITY PLAN OF COMMUNITY ACTION PARTNERSHIP

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF COMMUNITY ACTION PARTNERSHIP 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-170
Total liabilities as of the end of the plan year2025-09-170
Total liabilities as of the beginning of the plan year2025-09-170
Total expenses incurred by plan in this plan year2025-09-1737836
Net assets as of the end of the plan year2025-09-172762254
Total assets as of the beginning of the plan year2025-09-171463404
Value of plan covered by a fidelity bond2025-09-17147000
Participant contributions to plan in this plan year2025-09-17211128
Value of participant loans at end of plan year2025-09-1793412
Other expenses paid from plan in this plan year2025-09-170
Other contributions to plan in this plan year2025-09-17795468
Other income to plan in this plan year2025-09-17214198
Plan net income in this plan year2025-09-171298850
Net assets as of the end of the plan year2025-09-172762254
Net assets as of the beginning of the plan year2025-09-171463404
Employer contributions to plan in this plan year2025-09-17115892
Fees paid to broker by Benefit Provider2025-09-17753
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-17285
2024 : TAX DEFERRED ANNUITY PLAN OF COMMUNITY ACTION PARTNERSHIP 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-100
Total liabilities as of the end of the plan year2024-09-100
Total liabilities as of the beginning of the plan year2024-09-100
Total expenses incurred by plan in this plan year2024-09-1046123
Net assets as of the end of the plan year2024-09-101463404
Total assets as of the beginning of the plan year2024-09-101034343
Value of plan covered by a fidelity bond2024-09-10104000
Participant contributions to plan in this plan year2024-09-10174719
Value of participant loans at end of plan year2024-09-101021
Other expenses paid from plan in this plan year2024-09-100
Other contributions to plan in this plan year2024-09-108423
Other income to plan in this plan year2024-09-10207690
Plan net income in this plan year2024-09-10429061
Net assets as of the end of the plan year2024-09-101463404
Net assets as of the beginning of the plan year2024-09-101034343
Employer contributions to plan in this plan year2024-09-1084352
Fees paid to broker by Benefit Provider2024-09-10776
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-10136
2022 : TAX DEFERRED ANNUITY PLAN OF COMMUNITY ACTION PARTNERSHIP 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-290
Total liabilities as of the end of the plan year2022-09-290
Total liabilities as of the beginning of the plan year2022-09-290
Total expenses incurred by plan in this plan year2022-09-2941287
Net assets as of the end of the plan year2022-09-29962813
Total assets as of the beginning of the plan year2022-09-29663178
Value of plan covered by a fidelity bond2022-09-2970000
Participant contributions to plan in this plan year2022-09-29120519
Other expenses paid from plan in this plan year2022-09-29257
Other contributions to plan in this plan year2022-09-2920175
Other income to plan in this plan year2022-09-29136389
Plan net income in this plan year2022-09-29299635
Net assets as of the end of the plan year2022-09-29962813
Net assets as of the beginning of the plan year2022-09-29663178
Employer contributions to plan in this plan year2022-09-2963839
Fees paid to broker by Benefit Provider2022-09-29264

Potentially related plans

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