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COMMUNITY ACTION OPPORTUNITIES 403(B) PLAN 401k Plan overview

Plan NameCOMMUNITY ACTION OPPORTUNITIES 403(B) PLAN
Plan identification number 004

COMMUNITY ACTION OPPORTUNITIES 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.
  • Life insurance

401k Sponsoring company profile

COMMUNITY ACTION OPPORTUNITIES,INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY ACTION OPPORTUNITIES,INCORPORATED
Employer identification number (EIN):560817672
NAIC Classification:921000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY ACTION OPPORTUNITIES 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01VICKI S. HEIDINGER2024-07-25
0042022-01-01VICKI S. HEIDINGER2023-10-10
0042021-01-01VICKI S. HEIDINGER2022-10-05
0042020-01-01VICKI S. HEIDINGER2021-08-05
0042019-01-01VICKI S. HEIDINGER2020-12-29
0042018-01-01VICKI S. HEIDINGER2019-10-06
0042017-01-01VICKI S. HEIDINGER2018-10-04
0042016-01-01VICKI S. HEIDINGER2017-08-04
0042015-01-01VICKI S. HEIDINGER2016-07-12
0042014-01-01VICKI S. HEIDINGER2015-07-01
0042013-01-01VICKI S. HEIDINGER2014-08-01
0042012-01-01VICKI S. HEIDINGER2013-07-03
0042011-01-01VICKI S. HEIDINGER2012-07-27 VICKI S. HEIDINGER2012-07-27
0042010-01-01VICKI HEIDINGER2011-07-25 VICKI HEIDINGER2011-07-25
0042008-01-01VICKI HEIDINGER VICKI HEIDINGER2011-03-17

Financial Data on COMMUNITY ACTION OPPORTUNITIES 403(B) PLAN

Measure Date Value
2025 : COMMUNITY ACTION OPPORTUNITIES 403(B) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-0929823
Net assets as of the end of the plan year2025-09-091457311
Total assets as of the beginning of the plan year2025-09-091312612
Value of plan covered by a fidelity bond2025-09-09200000
Other income to plan in this plan year2025-09-09174522
Plan net income in this plan year2025-09-09144699
Net assets as of the end of the plan year2025-09-091457311
Net assets as of the beginning of the plan year2025-09-091312612
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-091123
2024 : COMMUNITY ACTION OPPORTUNITIES 403(B) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-2528684
Net assets as of the end of the plan year2024-07-251312612
Total assets as of the beginning of the plan year2024-07-251167501
Value of plan covered by a fidelity bond2024-07-25200000
Other income to plan in this plan year2024-07-25173795
Plan net income in this plan year2024-07-25145111
Net assets as of the end of the plan year2024-07-251312612
Net assets as of the beginning of the plan year2024-07-251167501
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-251150
2022 : COMMUNITY ACTION OPPORTUNITIES 403(B) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-0534736
Net assets as of the end of the plan year2022-10-051424038
Total assets as of the beginning of the plan year2022-10-051286188
Value of plan covered by a fidelity bond2022-10-05200000
Value of participant loans at end of plan year2022-10-0514282
Other income to plan in this plan year2022-10-05172586
Plan net income in this plan year2022-10-05137850
Net assets as of the end of the plan year2022-10-051424038
Net assets as of the beginning of the plan year2022-10-051286188
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-051170

Form 5500 Responses for COMMUNITY ACTION OPPORTUNITIES 403(B) PLAN

2008: COMMUNITY ACTION OPPORTUNITIES 403(B) PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01First time form 5500 has been submittedYes
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

Potentially related plans

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