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BLUE RIDGE OPPORTUNITY COMMISSION, INC. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameBLUE RIDGE OPPORTUNITY COMMISSION, INC. RETIREMENT SAVINGS PLAN
Plan identification number 001

BLUE RIDGE OPPORTUNITY COMMISSION, INC. RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

BLUE RIDGE OPPORTUNITY COMMISSION, INC. has sponsored the creation of one or more 401k plans.

Company Name:BLUE RIDGE OPPORTUNITY COMMISSION, INC.
Employer identification number (EIN):560857800
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BLUE RIDGE OPPORTUNITY COMMISSION, INC. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01VIRGINIADARE STROMER2024-10-17 VIRGINIADARE STROMER2024-10-17
0012022-01-01VIRGINIADARE STROMER2023-10-17 VIRGINIADARE STROMER2023-10-17
0012021-01-01DARE STROMER2022-09-29
0012020-01-01DARE STROMER2021-02-19
0012019-01-01DARE STROMER2020-08-21 DARE STROMER2020-08-21
0012018-01-01DARE STROMER2019-06-04 DARE STROMER2019-06-04
0012017-01-01DARE STROMER2019-02-05 DARE STROMER2019-02-05
0012016-01-01DARE STROMER2019-02-05 DARE STROMER2019-02-05
0012015-01-01DARE STROMER2019-02-05 DARE STROMER2019-02-05
0012014-01-01DARE STROMER2019-02-05
0012013-01-01DARE STROMER2019-02-05
0012012-01-01DARE STROMER2019-02-05
0012011-01-01DARE STROMER2019-02-05
0012010-01-01DARE STROMER2019-02-05
0012009-01-01DARE STROMER2019-02-05
0012008-01-01DARE STROMER2019-02-05

Plan Statistics for BLUE RIDGE OPPORTUNITY COMMISSION, INC. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for BLUE RIDGE OPPORTUNITY COMMISSION, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2025: BLUE RIDGE OPPORTUNITY COMMISSION, INC. RETIREMENT SAVINGS PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-2676
Total number of particpants at end of year2025-09-2679
Number of Participants With Account Balances2025-09-2641
2024: BLUE RIDGE OPPORTUNITY COMMISSION, INC. RETIREMENT SAVINGS PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-1774
Total number of particpants at end of year2024-10-1785
Number of Participants With Account Balances2024-10-1740
2022: BLUE RIDGE OPPORTUNITY COMMISSION, INC. RETIREMENT SAVINGS PLAN 2022 401k membership
Total number of particpants at beginning of year2022-09-2978
Total number of particpants at end of year2022-09-2971
Number of Participants With Account Balances2022-09-2941

Financial Data on BLUE RIDGE OPPORTUNITY COMMISSION, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2025 : BLUE RIDGE OPPORTUNITY COMMISSION, INC. RETIREMENT SAVINGS PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-260
Total liabilities as of the end of the plan year2025-09-260
Total liabilities as of the beginning of the plan year2025-09-260
Total expenses incurred by plan in this plan year2025-09-2691132
Net assets as of the end of the plan year2025-09-261353658
Total assets as of the beginning of the plan year2025-09-261196825
Value of plan covered by a fidelity bond2025-09-26500000
Participant contributions to plan in this plan year2025-09-2682040
Other expenses paid from plan in this plan year2025-09-260
Other contributions to plan in this plan year2025-09-260
Other income to plan in this plan year2025-09-26118438
Plan net income in this plan year2025-09-26156833
Net assets as of the end of the plan year2025-09-261353658
Net assets as of the beginning of the plan year2025-09-261196825
Employer contributions to plan in this plan year2025-09-2647487
Fees paid to broker by Benefit Provider2025-09-263906
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-2611299
2024 : BLUE RIDGE OPPORTUNITY COMMISSION, INC. RETIREMENT SAVINGS PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-170
Total liabilities as of the end of the plan year2024-10-170
Total liabilities as of the beginning of the plan year2024-10-170
Total expenses incurred by plan in this plan year2024-10-1790213
Net assets as of the end of the plan year2024-10-171196825
Total assets as of the beginning of the plan year2024-10-171011048
Value of plan covered by a fidelity bond2024-10-17500000
Participant contributions to plan in this plan year2024-10-1782256
Other expenses paid from plan in this plan year2024-10-170
Other contributions to plan in this plan year2024-10-170
Other income to plan in this plan year2024-10-17143391
Plan net income in this plan year2024-10-17185777
Net assets as of the end of the plan year2024-10-171196825
Net assets as of the beginning of the plan year2024-10-171011048
Value of contributions failed to transmitted timely2024-10-176228
Employer contributions to plan in this plan year2024-10-1750343
Fees paid to broker by Benefit Provider2024-10-173312
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-179685
2022 : BLUE RIDGE OPPORTUNITY COMMISSION, INC. RETIREMENT SAVINGS PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-290
Total liabilities as of the end of the plan year2022-09-290
Total liabilities as of the beginning of the plan year2022-09-290
Total expenses incurred by plan in this plan year2022-09-2952404
Net assets as of the end of the plan year2022-09-291120998
Total assets as of the beginning of the plan year2022-09-29938534
Value of plan covered by a fidelity bond2022-09-29500000
Participant contributions to plan in this plan year2022-09-2966796
Other expenses paid from plan in this plan year2022-09-290
Other contributions to plan in this plan year2022-09-290
Other income to plan in this plan year2022-09-29122694
Plan net income in this plan year2022-09-29182464
Net assets as of the end of the plan year2022-09-291120998
Net assets as of the beginning of the plan year2022-09-29938534
Employer contributions to plan in this plan year2022-09-2945378
Fees paid to broker by Benefit Provider2022-09-293124
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-298921

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