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403(B) THRIFT PLAN OF THE EDUCATION ALLIANCE - BUSINESS AND COMMUNITY FO 401k Plan overview

Plan Name403(B) THRIFT PLAN OF THE EDUCATION ALLIANCE - BUSINESS AND COMMUNITY FO
Plan identification number 002

403(B) THRIFT PLAN OF THE EDUCATION ALLIANCE - BUSINESS AND COMMUNITY FO 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 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

THE EDUCATION ALLIANCE - BUSINESS A ND COMMUNITY FOR PUBLIC SCHOOLS, I has sponsored the creation of one or more 401k plans.

Company Name:THE EDUCATION ALLIANCE - BUSINESS A ND COMMUNITY FOR PUBLIC SCHOOLS, I
Employer identification number (EIN):550630914
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF THE EDUCATION ALLIANCE - BUSINESS AND COMMUNITY FO

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01AMELIA COURTS2024-06-27
0022022-01-01AMELIA COURTS2023-07-24
0022021-01-01AMELIA COURTS2022-04-13
0022020-01-01AMELIA COURTS2021-07-26
0022018-01-01AMEILIA COURTS2019-04-23
0022017-01-01AMELIA COURTS2018-08-08 AMELIA COURTS2018-08-08
0022016-01-01AMELIA COURTS2017-05-09 AMELIA COURTS2017-05-09
0022015-01-01AMELIA COURTS2016-07-26 AMELIA COURTS2016-07-26
0022014-01-01AMELIA COURTS2015-06-10 AMELIA COURTS2015-06-10

Plan Statistics for 403(B) THRIFT PLAN OF THE EDUCATION ALLIANCE - BUSINESS AND COMMUNITY FO

401k plan membership statisitcs for 403(B) THRIFT PLAN OF THE EDUCATION ALLIANCE - BUSINESS AND COMMUNITY FO

Measure Date Value
2025: 403(B) THRIFT PLAN OF THE EDUCATION ALLIANCE - BUSINESS AND COMMUNITY FO 2025 401k membership
Total number of particpants at beginning of year2025-08-0710
Total number of particpants at end of year2025-08-0711
Number of Participants With Account Balances2025-08-0711
2024: 403(B) THRIFT PLAN OF THE EDUCATION ALLIANCE - BUSINESS AND COMMUNITY FO 2024 401k membership
Total number of particpants at beginning of year2024-06-2710
Total number of particpants at end of year2024-06-2710
Number of Participants With Account Balances2024-06-2710
2022: 403(B) THRIFT PLAN OF THE EDUCATION ALLIANCE - BUSINESS AND COMMUNITY FO 2022 401k membership
Total number of particpants at beginning of year2022-04-138
Total number of particpants at end of year2022-04-138
Number of Participants With Account Balances2022-04-138

Financial Data on 403(B) THRIFT PLAN OF THE EDUCATION ALLIANCE - BUSINESS AND COMMUNITY FO

Measure Date Value
2025 : 403(B) THRIFT PLAN OF THE EDUCATION ALLIANCE - BUSINESS AND COMMUNITY FO 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-070
Total liabilities as of the end of the plan year2025-08-070
Total liabilities as of the beginning of the plan year2025-08-070
Total expenses incurred by plan in this plan year2025-08-0764
Net assets as of the end of the plan year2025-08-07978648
Total assets as of the beginning of the plan year2025-08-07774275
Value of plan covered by a fidelity bond2025-08-07385000
Participant contributions to plan in this plan year2025-08-0741132
Other expenses paid from plan in this plan year2025-08-070
Other contributions to plan in this plan year2025-08-070
Other income to plan in this plan year2025-08-07112129
Plan net income in this plan year2025-08-07204373
Net assets as of the end of the plan year2025-08-07978648
Net assets as of the beginning of the plan year2025-08-07774275
Employer contributions to plan in this plan year2025-08-0751176
Fees paid to broker by Benefit Provider2025-08-0793
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-0764
2024 : 403(B) THRIFT PLAN OF THE EDUCATION ALLIANCE - BUSINESS AND COMMUNITY FO 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-270
Total liabilities as of the end of the plan year2024-06-270
Total liabilities as of the beginning of the plan year2024-06-270
Total expenses incurred by plan in this plan year2024-06-270
Net assets as of the end of the plan year2024-06-27774275
Total assets as of the beginning of the plan year2024-06-27583938
Value of plan covered by a fidelity bond2024-06-27385000
Participant contributions to plan in this plan year2024-06-2741970
Other expenses paid from plan in this plan year2024-06-270
Other contributions to plan in this plan year2024-06-270
Other income to plan in this plan year2024-06-27103790
Plan net income in this plan year2024-06-27190337
Net assets as of the end of the plan year2024-06-27774275
Net assets as of the beginning of the plan year2024-06-27583938
Employer contributions to plan in this plan year2024-06-2744577
Fees paid to broker by Benefit Provider2024-06-27445
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-270
2022 : 403(B) THRIFT PLAN OF THE EDUCATION ALLIANCE - BUSINESS AND COMMUNITY FO 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-130
Total liabilities as of the end of the plan year2022-04-130
Total liabilities as of the beginning of the plan year2022-04-130
Total expenses incurred by plan in this plan year2022-04-13110
Net assets as of the end of the plan year2022-04-13608785
Total assets as of the beginning of the plan year2022-04-13469392
Value of plan covered by a fidelity bond2022-04-13385000
Participant contributions to plan in this plan year2022-04-1330594
Other expenses paid from plan in this plan year2022-04-13110
Other contributions to plan in this plan year2022-04-130
Other income to plan in this plan year2022-04-1376283
Plan net income in this plan year2022-04-13139393
Net assets as of the end of the plan year2022-04-13608785
Net assets as of the beginning of the plan year2022-04-13469392
Employer contributions to plan in this plan year2022-04-1332626
Fees paid to broker by Benefit Provider2022-04-13108

Potentially related plans

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