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403(B) THRIFT PLAN OF MCDOWELL COUNTY COMMISSION ON AGING, INCORPORATED 401k Plan overview

Plan Name403(B) THRIFT PLAN OF MCDOWELL COUNTY COMMISSION ON AGING, INCORPORATED
Plan identification number 001

403(B) THRIFT PLAN OF MCDOWELL COUNTY COMMISSION ON AGING, INCORPORATED 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.
  • 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

MCDOWELL COUNTY COMMISSION ON AGING , INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name:MCDOWELL COUNTY COMMISSION ON AGING , INCORPORATED
Employer identification number (EIN):550567694
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF MCDOWELL COUNTY COMMISSION ON AGING, INCORPORATED

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LISA SANDERSON2024-07-02
0012022-01-01LISA SANDERSON2023-10-03
0012021-01-01LISA SANDERSON2022-07-28
0012020-01-01LISA SANDERSON2021-06-22
0012019-01-01LISA SANDERSON2020-05-11
0012018-01-01LISA SANDERSON2019-05-17
0012017-01-01LISA SANDERSON2018-06-15 LISA SANDERSON2018-06-15
0012016-01-01LISA SANDERSON2017-04-11 LISA SANDERSON2017-04-11
0012015-01-01LISA SANDERSON2016-07-11 LISA SANDERSON2016-07-11
0012014-01-01LISA SANDERSON2015-06-16 LISA SANDERSON2015-06-16

Plan Statistics for 403(B) THRIFT PLAN OF MCDOWELL COUNTY COMMISSION ON AGING, INCORPORATED

401k plan membership statisitcs for 403(B) THRIFT PLAN OF MCDOWELL COUNTY COMMISSION ON AGING, INCORPORATED

Measure Date Value
2025: 403(B) THRIFT PLAN OF MCDOWELL COUNTY COMMISSION ON AGING, INCORPORATED 2025 401k membership
Total number of particpants at beginning of year2025-07-296
Total number of particpants at end of year2025-07-296
Number of Participants With Account Balances2025-07-296
2024: 403(B) THRIFT PLAN OF MCDOWELL COUNTY COMMISSION ON AGING, INCORPORATED 2024 401k membership
Total number of particpants at beginning of year2024-07-026
Total number of particpants at end of year2024-07-026
Number of Participants With Account Balances2024-07-026
2022: 403(B) THRIFT PLAN OF MCDOWELL COUNTY COMMISSION ON AGING, INCORPORATED 2022 401k membership
Total number of particpants at beginning of year2022-07-287
Total number of particpants at end of year2022-07-287
Number of Participants With Account Balances2022-07-287

Financial Data on 403(B) THRIFT PLAN OF MCDOWELL COUNTY COMMISSION ON AGING, INCORPORATED

Measure Date Value
2025 : 403(B) THRIFT PLAN OF MCDOWELL COUNTY COMMISSION ON AGING, INCORPORATED 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-290
Total liabilities as of the end of the plan year2025-07-290
Total liabilities as of the beginning of the plan year2025-07-290
Total expenses incurred by plan in this plan year2025-07-2950
Net assets as of the end of the plan year2025-07-2938563
Total assets as of the beginning of the plan year2025-07-2932588
Value of plan covered by a fidelity bond2025-07-293000
Participant contributions to plan in this plan year2025-07-294568
Other expenses paid from plan in this plan year2025-07-290
Other contributions to plan in this plan year2025-07-290
Other income to plan in this plan year2025-07-291457
Plan net income in this plan year2025-07-295975
Net assets as of the end of the plan year2025-07-2938563
Net assets as of the beginning of the plan year2025-07-2932588
Employer contributions to plan in this plan year2025-07-290
Fees paid to broker by Benefit Provider2025-07-296
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2950
2024 : 403(B) THRIFT PLAN OF MCDOWELL COUNTY COMMISSION ON AGING, INCORPORATED 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-020
Total liabilities as of the end of the plan year2024-07-020
Total liabilities as of the beginning of the plan year2024-07-020
Total expenses incurred by plan in this plan year2024-07-0248
Net assets as of the end of the plan year2024-07-0232588
Total assets as of the beginning of the plan year2024-07-0225720
Value of plan covered by a fidelity bond2024-07-023000
Participant contributions to plan in this plan year2024-07-025936
Other expenses paid from plan in this plan year2024-07-020
Other contributions to plan in this plan year2024-07-020
Other income to plan in this plan year2024-07-02980
Plan net income in this plan year2024-07-026868
Net assets as of the end of the plan year2024-07-0232588
Net assets as of the beginning of the plan year2024-07-0225720
Employer contributions to plan in this plan year2024-07-020
Fees paid to broker by Benefit Provider2024-07-0236
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-0248
2022 : 403(B) THRIFT PLAN OF MCDOWELL COUNTY COMMISSION ON AGING, INCORPORATED 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-280
Total liabilities as of the end of the plan year2022-07-280
Total liabilities as of the beginning of the plan year2022-07-280
Total expenses incurred by plan in this plan year2022-07-281429
Net assets as of the end of the plan year2022-07-2826595
Total assets as of the beginning of the plan year2022-07-2823691
Value of plan covered by a fidelity bond2022-07-283000
Participant contributions to plan in this plan year2022-07-283861
Other expenses paid from plan in this plan year2022-07-2858
Other contributions to plan in this plan year2022-07-280
Other income to plan in this plan year2022-07-28472
Plan net income in this plan year2022-07-282904
Net assets as of the end of the plan year2022-07-2826595
Net assets as of the beginning of the plan year2022-07-2823691
Employer contributions to plan in this plan year2022-07-280
Fees paid to broker by Benefit Provider2022-07-286

Potentially related plans

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