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403(B) THRIFT PLAN OF THE LEGAL AID SOCIETY OF ROANOKE VALLEY 401k Plan overview

Plan Name403(B) THRIFT PLAN OF THE LEGAL AID SOCIETY OF ROANOKE VALLEY
Plan identification number 003

403(B) THRIFT PLAN OF THE LEGAL AID SOCIETY OF ROANOKE VALLEY 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.
  • 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

THE LEGAL AID SOCIETY OF ROANOKE VA LLEY has sponsored the creation of one or more 401k plans.

Company Name:THE LEGAL AID SOCIETY OF ROANOKE VA LLEY
Employer identification number (EIN):540856327
NAIC Classification:533110
NAIC Description:Lessors of Nonfinancial Intangible Assets (except Copyrighted Works)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF THE LEGAL AID SOCIETY OF ROANOKE VALLEY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-07-01JANET KEISTER2024-11-22
0032021-07-01JANET KEISTER2022-11-30
0032020-07-01JANET KEISTER2021-11-08
0032019-07-01JANET KEISTER2020-11-18
0032018-07-01JANET KEISTER2020-01-28
0032017-07-01JANET KEISTER2018-11-02
0032016-07-01JANET KEISTER2017-11-09 JANET KEISTER2017-11-09
0032015-07-01JANET KEISTER2016-12-02 JANET KEISTER2016-12-02
0032014-07-01JANET KEISTER2015-12-17 JANET KEISTER2015-12-17
0032013-07-01JAN KEISTER2014-10-16
0032012-07-01ANA GOLLER2013-11-21
0032011-07-01ANA S. GOLLER2012-08-09 ANA S. GOLLER2012-08-09
0032010-07-01ANA S. GOLLER2012-01-25 ANA S. GOLLER2012-01-25

Financial Data on 403(B) THRIFT PLAN OF THE LEGAL AID SOCIETY OF ROANOKE VALLEY

Measure Date Value
2025 : 403(B) THRIFT PLAN OF THE LEGAL AID SOCIETY OF ROANOKE VALLEY 2025 401k financial data
Total transfers to/from plan in this plan year2025-11-040
Total liabilities as of the end of the plan year2025-11-040
Total liabilities as of the beginning of the plan year2025-11-040
Total expenses incurred by plan in this plan year2025-11-04116
Net assets as of the end of the plan year2025-11-04509032
Total assets as of the beginning of the plan year2025-11-04387377
Value of plan covered by a fidelity bond2025-11-0450000
Participant contributions to plan in this plan year2025-11-0439392
Other expenses paid from plan in this plan year2025-11-040
Other contributions to plan in this plan year2025-11-040
Other income to plan in this plan year2025-11-0444547
Plan net income in this plan year2025-11-04121655
Net assets as of the end of the plan year2025-11-04509032
Net assets as of the beginning of the plan year2025-11-04387377
Employer contributions to plan in this plan year2025-11-0437832
Fees paid to broker by Benefit Provider2025-11-0475
Expensese paid to adminstrative service provicers from plan in this plan year2025-11-0481
2024 : 403(B) THRIFT PLAN OF THE LEGAL AID SOCIETY OF ROANOKE VALLEY 2024 401k financial data
Total transfers to/from plan in this plan year2024-11-220
Total liabilities as of the end of the plan year2024-11-220
Total liabilities as of the beginning of the plan year2024-11-220
Total expenses incurred by plan in this plan year2024-11-2249923
Net assets as of the end of the plan year2024-11-22387377
Total assets as of the beginning of the plan year2024-11-22324803
Value of plan covered by a fidelity bond2024-11-2250000
Participant contributions to plan in this plan year2024-11-2235805
Other expenses paid from plan in this plan year2024-11-220
Other contributions to plan in this plan year2024-11-220
Other income to plan in this plan year2024-11-2246012
Plan net income in this plan year2024-11-2262574
Net assets as of the end of the plan year2024-11-22387377
Net assets as of the beginning of the plan year2024-11-22324803
Employer contributions to plan in this plan year2024-11-2230680
Expensese paid to adminstrative service provicers from plan in this plan year2024-11-2258

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