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NORTH CAROLINA ASSOCIATION OF INDEPENDENT SCHOOLS 403(B) PLAN 401k Plan overview

Plan NameNORTH CAROLINA ASSOCIATION OF INDEPENDENT SCHOOLS 403(B) PLAN
Plan identification number 001

NORTH CAROLINA ASSOCIATION OF INDEPENDENT SCHOOLS 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)(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.
  • 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

NORTH CAROLINA ASSOCIATION OF INDEPENDENT SCHOOLS has sponsored the creation of one or more 401k plans.

Company Name:NORTH CAROLINA ASSOCIATION OF INDEPENDENT SCHOOLS
Employer identification number (EIN):561028055
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH CAROLINA ASSOCIATION OF INDEPENDENT SCHOOLS 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01LINDA NELSON2022-10-07
0012021-01-01LINDA NELSON2022-10-07
0012020-01-01LINDA S NELSON2021-07-15 LINDA S NELSON2021-07-15
0012019-01-01LINDA S NELSON2020-07-02 LINDA S NELSON2020-07-02
0012018-01-01LINDA S NELSON2019-07-17 LINDA S NELSON2019-07-17
0012017-01-01LINDA S NELSON2018-05-24
0012016-01-01LINDA S NELSON2017-07-14
0012015-01-01LINDA S NELSON2016-07-12
0012014-01-01LINDA S NELSON2015-10-12
0012013-01-01LINDA S NELSON2014-06-23
0012012-01-01LINDA S NELSON2013-07-19
0012011-01-01LINDA S NELSON2012-07-18
0012010-01-01LINDA S NELSON2011-10-03

Plan Statistics for NORTH CAROLINA ASSOCIATION OF INDEPENDENT SCHOOLS 403(B) PLAN

401k plan membership statisitcs for NORTH CAROLINA ASSOCIATION OF INDEPENDENT SCHOOLS 403(B) PLAN

Measure Date Value
2022: NORTH CAROLINA ASSOCIATION OF INDEPENDENT SCHOOLS 403(B) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-10-076
Total number of particpants at end of year2022-10-076
Number of Participants With Account Balances2022-10-076

Financial Data on NORTH CAROLINA ASSOCIATION OF INDEPENDENT SCHOOLS 403(B) PLAN

Measure Date Value
2022 : NORTH CAROLINA ASSOCIATION OF INDEPENDENT SCHOOLS 403(B) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-070
Total liabilities as of the end of the plan year2022-10-070
Total liabilities as of the beginning of the plan year2022-10-070
Total expenses incurred by plan in this plan year2022-10-07174037
Net assets as of the end of the plan year2022-10-07411888
Total assets as of the beginning of the plan year2022-10-07404223
Value of plan covered by a fidelity bond2022-10-0750000
Participant contributions to plan in this plan year2022-10-0745851
Other expenses paid from plan in this plan year2022-10-070
Other contributions to plan in this plan year2022-10-0721640
Other income to plan in this plan year2022-10-0749876
Plan net income in this plan year2022-10-077665
Net assets as of the end of the plan year2022-10-07411888
Net assets as of the beginning of the plan year2022-10-07404223
Employer contributions to plan in this plan year2022-10-0764335
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-073938

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