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403(B) THRIFT PLAN OF SENIOR CITIZEN SERVICES OF METROPOLITAN ATLANTA, 401k Plan overview

Plan Name403(B) THRIFT PLAN OF SENIOR CITIZEN SERVICES OF METROPOLITAN ATLANTA,
Plan identification number 004

403(B) THRIFT PLAN OF SENIOR CITIZEN SERVICES OF METROPOLITAN ATLANTA, 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 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

SENIOR CITIZEN SERVICES OF METROPOL ITAN ATLANTA, INC. has sponsored the creation of one or more 401k plans.

Company Name:SENIOR CITIZEN SERVICES OF METROPOL ITAN ATLANTA, INC.
Employer identification number (EIN):580960309
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF SENIOR CITIZEN SERVICES OF METROPOLITAN ATLANTA,

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01YKESHA REID2024-07-24
0042022-01-01YKESHA REID2023-10-04
0042021-01-01DEDRA HEMPHILL2022-12-28
0042020-01-01KAREN KRAEMER2021-06-23
0042019-01-01KAREN KRAEMER2020-10-12
0042018-01-01MICHAEL HOLCOMBE2019-04-18 MICHAEL HOLCOMBE2019-04-18
0042018-01-01MICHAEL HOLCOMBE2019-04-18
0042017-01-01MICHAEL TODD HOLCOMBE2018-07-24 MICHAEL TODD HOLCOMBE2018-07-24
0042016-01-01CHARLENE CRUSOE-INGRAM2017-06-06 CHARLENE CRUSOE-INGRAM2017-06-06
0042015-01-01BARBARA BOND GENTRY2016-07-22 BARBARA BOND GENTRY2016-07-22
0042014-01-01BARBARA BOND-GENTRY2015-05-11 BARBARA BOND-GENTRY2015-05-11
0042013-01-01BARBARA BOND-GENTRY2014-05-15 BARBARA BOND-GENTRY2014-05-15

Financial Data on 403(B) THRIFT PLAN OF SENIOR CITIZEN SERVICES OF METROPOLITAN ATLANTA,

Measure Date Value
2025 : 403(B) THRIFT PLAN OF SENIOR CITIZEN SERVICES OF METROPOLITAN ATLANTA, 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-220
Total liabilities as of the end of the plan year2025-07-220
Total liabilities as of the beginning of the plan year2025-07-220
Total expenses incurred by plan in this plan year2025-07-22123519
Net assets as of the end of the plan year2025-07-22737997
Total assets as of the beginning of the plan year2025-07-22594168
Value of plan covered by a fidelity bond2025-07-22300000
Participant contributions to plan in this plan year2025-07-2294793
Other expenses paid from plan in this plan year2025-07-220
Other contributions to plan in this plan year2025-07-2263804
Other income to plan in this plan year2025-07-2274429
Plan net income in this plan year2025-07-22143829
Net assets as of the end of the plan year2025-07-22737997
Net assets as of the beginning of the plan year2025-07-22594168
Employer contributions to plan in this plan year2025-07-2234322
Fees paid to broker by Benefit Provider2025-07-22589
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-22420
2024 : 403(B) THRIFT PLAN OF SENIOR CITIZEN SERVICES OF METROPOLITAN ATLANTA, 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-240
Total liabilities as of the end of the plan year2024-07-240
Total liabilities as of the beginning of the plan year2024-07-240
Total expenses incurred by plan in this plan year2024-07-2495373
Net assets as of the end of the plan year2024-07-24594168
Total assets as of the beginning of the plan year2024-07-24495423
Value of plan covered by a fidelity bond2024-07-24300000
Participant contributions to plan in this plan year2024-07-2491468
Other expenses paid from plan in this plan year2024-07-240
Other contributions to plan in this plan year2024-07-240
Other income to plan in this plan year2024-07-2468781
Plan net income in this plan year2024-07-2498745
Net assets as of the end of the plan year2024-07-24594168
Net assets as of the beginning of the plan year2024-07-24495423
Employer contributions to plan in this plan year2024-07-2433869
Fees paid to broker by Benefit Provider2024-07-24269
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-24134

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