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NORTH CAROLINA SCHOOL BOARDS ASSOCIATION 403(B) PLAN 401k Plan overview

Plan NameNORTH CAROLINA SCHOOL BOARDS ASSOCIATION 403(B) PLAN
Plan identification number 002

NORTH CAROLINA SCHOOL BOARDS ASSOCIATION 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.
  • 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.

401k Sponsoring company profile

NORTH CAROLINA SCHOOL BOARDS ASSOCIATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:NORTH CAROLINA SCHOOL BOARDS ASSOCIATION, INC.
Employer identification number (EIN):566012527
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH CAROLINA SCHOOL BOARDS ASSOCIATION 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-07-01DANA ROBERTS2024-09-03
0022021-07-01DANA ROBERTS2023-04-18
0022020-07-01LEANNE WINNER2022-01-24 LEANNE WINNER2022-01-24

Financial Data on NORTH CAROLINA SCHOOL BOARDS ASSOCIATION 403(B) PLAN

Measure Date Value
2023 : NORTH CAROLINA SCHOOL BOARDS ASSOCIATION 403(B) PLAN 2023 401k financial data
Total expenses incurred by plan in this plan year2023-04-1818696
Net assets as of the end of the plan year2023-04-183671414
Total assets as of the beginning of the plan year2023-04-183981405
Participant contributions to plan in this plan year2023-04-18173751
Other expenses paid from plan in this plan year2023-04-180
Other contributions to plan in this plan year2023-04-180
Other income to plan in this plan year2023-04-18-465046
Plan net income in this plan year2023-04-18-309991
Net assets as of the end of the plan year2023-04-183671414
Net assets as of the beginning of the plan year2023-04-183981405
Employer contributions to plan in this plan year2023-04-180
Expensese paid to adminstrative service provicers from plan in this plan year2023-04-187650

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