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401K EMPLOYEE RETIREMENT PLAN 401k Plan overview

Plan Name401K EMPLOYEE RETIREMENT PLAN
Plan identification number 001

401K EMPLOYEE RETIREMENT PLAN 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 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.

401k Sponsoring company profile

TRICOUNTY EDUCATIONAL FOUNDATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:TRICOUNTY EDUCATIONAL FOUNDATION, INC.
Employer identification number (EIN):570884063
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 401K EMPLOYEE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SCOTT HILL2024-07-29
0012022-01-01SCOTT HILL2023-07-17
0012021-01-01SCOTT HILL2022-07-27
0012020-01-01SCOTT HILL2021-07-29
0012019-01-01SCOTT HILL2020-07-22
0012018-01-01SCOTT HILL2019-07-30
0012017-01-01SCOTT HILL2018-07-30
0012016-01-01SCOTT HILL2017-07-17
0012015-01-01SCOTT HILL2016-07-26
0012014-01-01SCOTT HILL2015-06-30
0012011-01-01SCOTT HILL2012-10-14

Financial Data on 401K EMPLOYEE RETIREMENT PLAN

Measure Date Value
2024 : 401K EMPLOYEE RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-290
Total liabilities as of the end of the plan year2024-07-290
Total liabilities as of the beginning of the plan year2024-07-290
Total expenses incurred by plan in this plan year2024-07-2980662
Net assets as of the end of the plan year2024-07-29630464
Total assets as of the beginning of the plan year2024-07-29589987
Value of plan covered by a fidelity bond2024-07-29100000
Participant contributions to plan in this plan year2024-07-2921835
Other expenses paid from plan in this plan year2024-07-290
Other contributions to plan in this plan year2024-07-290
Other income to plan in this plan year2024-07-2977051
Plan net income in this plan year2024-07-2940477
Net assets as of the end of the plan year2024-07-29630464
Net assets as of the beginning of the plan year2024-07-29589987
Employer contributions to plan in this plan year2024-07-2922253
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-290

Potentially related plans

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