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CALHOUN COUNTY COMMITTEE ON AGING 403(B) PLAN 401k Plan overview

Plan NameCALHOUN COUNTY COMMITTEE ON AGING 403(B) PLAN
Plan identification number 001

CALHOUN COUNTY COMMITTEE ON AGING 403(B) 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.
  • 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

CALHOUN COUNTY COMMITTEE ON AGING, INC. has sponsored the creation of one or more 401k plans.

Company Name:CALHOUN COUNTY COMMITTEE ON AGING, INC.
Employer identification number (EIN):550537559
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALHOUN COUNTY COMMITTEE ON AGING 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01RICK POLING2024-09-25
0012022-01-01RICK POLING2023-08-10
0012021-01-01RICK POLING2022-07-20
0012020-01-01RICK POLING2021-07-19
0012018-01-01RICK POLING2019-07-01 RICK POLING2019-07-01
0012017-01-01RICHARD POLING2018-07-11 RICHARD POLING2018-07-11
0012016-01-01RICK POLING2017-08-04 RICK POLING2017-08-04
0012015-01-01RICK POLING2016-06-09 RICK POLING2016-06-09

Plan Statistics for CALHOUN COUNTY COMMITTEE ON AGING 403(B) PLAN

401k plan membership statisitcs for CALHOUN COUNTY COMMITTEE ON AGING 403(B) PLAN

Measure Date Value
2025: CALHOUN COUNTY COMMITTEE ON AGING 403(B) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-0847
Total number of particpants at end of year2025-05-0848
Number of Participants With Account Balances2025-05-0821
2024: CALHOUN COUNTY COMMITTEE ON AGING 403(B) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-2548
Total number of particpants at end of year2024-09-2547
Number of Participants With Account Balances2024-09-2521

Financial Data on CALHOUN COUNTY COMMITTEE ON AGING 403(B) PLAN

Measure Date Value
2025 : CALHOUN COUNTY COMMITTEE ON AGING 403(B) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-080
Total liabilities as of the end of the plan year2025-05-080
Total liabilities as of the beginning of the plan year2025-05-080
Total expenses incurred by plan in this plan year2025-05-0820500
Net assets as of the end of the plan year2025-05-08187307
Total assets as of the beginning of the plan year2025-05-08169009
Value of plan covered by a fidelity bond2025-05-0840000
Participant contributions to plan in this plan year2025-05-0811850
Value of participant loans at end of plan year2025-05-0810601
Other expenses paid from plan in this plan year2025-05-080
Other contributions to plan in this plan year2025-05-080
Other income to plan in this plan year2025-05-0818341
Plan net income in this plan year2025-05-0818298
Net assets as of the end of the plan year2025-05-08187307
Net assets as of the beginning of the plan year2025-05-08169009
Employer contributions to plan in this plan year2025-05-088607
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-082700
2024 : CALHOUN COUNTY COMMITTEE ON AGING 403(B) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-250
Total liabilities as of the end of the plan year2024-09-250
Total liabilities as of the beginning of the plan year2024-09-250
Total expenses incurred by plan in this plan year2024-09-253765
Net assets as of the end of the plan year2024-09-25169009
Total assets as of the beginning of the plan year2024-09-25132451
Value of plan covered by a fidelity bond2024-09-2540000
Participant contributions to plan in this plan year2024-09-259592
Value of participant loans at end of plan year2024-09-256747
Other expenses paid from plan in this plan year2024-09-250
Other contributions to plan in this plan year2024-09-250
Other income to plan in this plan year2024-09-2522306
Plan net income in this plan year2024-09-2536558
Net assets as of the end of the plan year2024-09-25169009
Net assets as of the beginning of the plan year2024-09-25132451
Value of contributions failed to transmitted timely2024-09-251721
Employer contributions to plan in this plan year2024-09-258425
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-252199

Potentially related plans

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