Logo

403(B) THRIFT PLAN OF THE POTOMAC CONSERVANCY, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF THE POTOMAC CONSERVANCY, INC.
Plan identification number 001

403(B) THRIFT PLAN OF THE POTOMAC CONSERVANCY, INC. 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.
  • 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

THE POTOMAC CONSERVANCY, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE POTOMAC CONSERVANCY, INC.
Employer identification number (EIN):521842501
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF THE POTOMAC CONSERVANCY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TAMMY AUMAN2024-07-10
0012022-01-01AMY MCPHERSON2023-09-06
0012021-01-01AMY MCPHERSON2022-06-14
0012020-01-01AMY MCPHERSON2021-03-25
0012019-01-01AMY MCPHERSON2020-07-30
0012018-01-01AMY MCPHERSON2019-07-12
0012017-01-01JACQUELINE MURRAY2018-07-20 JACQUELINE MURRAY2018-07-20
0012016-01-01JACKIE MURRAY2017-07-14 JACKIE MURRAY2017-07-14
0012015-01-01JACKIE MURRAY2016-07-19 JACKIE MURRAY2016-07-19
0012014-01-01JACKIE MURRAY2015-07-23 JACKIE MURRAY2015-07-23
0012013-01-01JACKIE MURRAY2014-07-17 JACKIE MURRAY2014-07-17
0012012-01-01JACKIE MURRAY2013-07-23 JACKIE MURRAY2013-07-23
0012011-01-01JACKIE MURRAY2012-07-05
0012010-01-01JACKIE MURRAY2011-07-22 JACKIE MURRAY2011-07-22

Plan Statistics for 403(B) THRIFT PLAN OF THE POTOMAC CONSERVANCY, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF THE POTOMAC CONSERVANCY, INC.

Measure Date Value
2025: 403(B) THRIFT PLAN OF THE POTOMAC CONSERVANCY, INC. 2025 401k membership
Total number of particpants at beginning of year2025-06-1228
Total number of particpants at end of year2025-06-1228
Number of Participants With Account Balances2025-06-1220
2024: 403(B) THRIFT PLAN OF THE POTOMAC CONSERVANCY, INC. 2024 401k membership
Total number of particpants at beginning of year2024-07-1022
Total number of particpants at end of year2024-07-1028
Number of Participants With Account Balances2024-07-1021

Financial Data on 403(B) THRIFT PLAN OF THE POTOMAC CONSERVANCY, INC.

Measure Date Value
2025 : 403(B) THRIFT PLAN OF THE POTOMAC CONSERVANCY, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-120
Total liabilities as of the end of the plan year2025-06-120
Total liabilities as of the beginning of the plan year2025-06-120
Total expenses incurred by plan in this plan year2025-06-1259746
Net assets as of the end of the plan year2025-06-121204676
Total assets as of the beginning of the plan year2025-06-12971047
Value of plan covered by a fidelity bond2025-06-12120500
Participant contributions to plan in this plan year2025-06-12110124
Value of participant loans at end of plan year2025-06-1251971
Other expenses paid from plan in this plan year2025-06-120
Other contributions to plan in this plan year2025-06-120
Other income to plan in this plan year2025-06-12152211
Plan net income in this plan year2025-06-12233629
Net assets as of the end of the plan year2025-06-121204676
Net assets as of the beginning of the plan year2025-06-12971047
Employer contributions to plan in this plan year2025-06-1231040
Fees paid to broker by Benefit Provider2025-06-12311
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-12117
2024 : 403(B) THRIFT PLAN OF THE POTOMAC CONSERVANCY, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-100
Total liabilities as of the end of the plan year2024-07-100
Total liabilities as of the beginning of the plan year2024-07-100
Total expenses incurred by plan in this plan year2024-07-1012495
Net assets as of the end of the plan year2024-07-10971047
Total assets as of the beginning of the plan year2024-07-10743655
Value of plan covered by a fidelity bond2024-07-1059330
Participant contributions to plan in this plan year2024-07-1085928
Other expenses paid from plan in this plan year2024-07-100
Other contributions to plan in this plan year2024-07-100
Other income to plan in this plan year2024-07-10128711
Plan net income in this plan year2024-07-10227392
Net assets as of the end of the plan year2024-07-10971047
Net assets as of the beginning of the plan year2024-07-10743655
Employer contributions to plan in this plan year2024-07-1025248
Fees paid to broker by Benefit Provider2024-07-10251
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-1024

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
US 401k Lookup     VAT Lookup