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403(B) THRIFT PLAN OF CORE SERVICE AGENCY OF HARFORD COUNTY, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF CORE SERVICE AGENCY OF HARFORD COUNTY, INC.
Plan identification number 001

403(B) THRIFT PLAN OF CORE SERVICE AGENCY OF HARFORD COUNTY, 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.
  • 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

CORE SERVICE AGENCY has sponsored the creation of one or more 401k plans.

Company Name:CORE SERVICE AGENCY
Employer identification number (EIN):521969439
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 CORE SERVICE AGENCY OF HARFORD COUNTY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-07-01TAYLOR IDZI2024-11-08
0012022-07-01TAYLOR IDZI2023-12-13
0012021-07-01TAYLOR IDZI2023-01-11
0012020-07-01TAYLOR KOSINSKI2021-11-23

Plan Statistics for 403(B) THRIFT PLAN OF CORE SERVICE AGENCY OF HARFORD COUNTY, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF CORE SERVICE AGENCY OF HARFORD COUNTY, INC.

Measure Date Value
2025: 403(B) THRIFT PLAN OF CORE SERVICE AGENCY OF HARFORD COUNTY, INC. 2025 401k membership
Total number of particpants at beginning of year2025-10-2367
Total number of particpants at end of year2025-10-2373
Number of Participants With Account Balances2025-10-2356
2024: 403(B) THRIFT PLAN OF CORE SERVICE AGENCY OF HARFORD COUNTY, INC. 2024 401k membership
Total number of particpants at beginning of year2024-11-0862
Total number of particpants at end of year2024-11-0865
Number of Participants With Account Balances2024-11-0850

Financial Data on 403(B) THRIFT PLAN OF CORE SERVICE AGENCY OF HARFORD COUNTY, INC.

Measure Date Value
2025 : 403(B) THRIFT PLAN OF CORE SERVICE AGENCY OF HARFORD COUNTY, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-230
Total liabilities as of the end of the plan year2025-10-230
Total liabilities as of the beginning of the plan year2025-10-230
Total expenses incurred by plan in this plan year2025-10-2353753
Net assets as of the end of the plan year2025-10-23835987
Total assets as of the beginning of the plan year2025-10-23577692
Value of plan covered by a fidelity bond2025-10-231000000
Participant contributions to plan in this plan year2025-10-2380925
Other expenses paid from plan in this plan year2025-10-230
Other contributions to plan in this plan year2025-10-2320933
Other income to plan in this plan year2025-10-2368764
Plan net income in this plan year2025-10-23258295
Net assets as of the end of the plan year2025-10-23835987
Net assets as of the beginning of the plan year2025-10-23577692
Employer contributions to plan in this plan year2025-10-23141426
Fees paid to broker by Benefit Provider2025-10-23386
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-23600
2024 : 403(B) THRIFT PLAN OF CORE SERVICE AGENCY OF HARFORD COUNTY, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-11-080
Total liabilities as of the end of the plan year2024-11-080
Total liabilities as of the beginning of the plan year2024-11-080
Total expenses incurred by plan in this plan year2024-11-0810566
Net assets as of the end of the plan year2024-11-08577692
Total assets as of the beginning of the plan year2024-11-08376080
Value of plan covered by a fidelity bond2024-11-081000000
Participant contributions to plan in this plan year2024-11-0856429
Other expenses paid from plan in this plan year2024-11-080
Other contributions to plan in this plan year2024-11-080
Other income to plan in this plan year2024-11-0859438
Plan net income in this plan year2024-11-08201612
Net assets as of the end of the plan year2024-11-08577692
Net assets as of the beginning of the plan year2024-11-08376080
Employer contributions to plan in this plan year2024-11-0896311
Expensese paid to adminstrative service provicers from plan in this plan year2024-11-08656

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