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403(B) THRIFT PLAN OF NORTH CAROLINA COMMUNITY ACTION ASSOCIATION 401k Plan overview

Plan Name403(B) THRIFT PLAN OF NORTH CAROLINA COMMUNITY ACTION ASSOCIATION
Plan identification number 001

403(B) THRIFT PLAN OF NORTH CAROLINA COMMUNITY ACTION ASSOCIATION 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements 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 COMMUNITY ACTION ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:NORTH CAROLINA COMMUNITY ACTION ASSOCIATION
Employer identification number (EIN):581447670
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF NORTH CAROLINA COMMUNITY ACTION ASSOCIATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JEROME HARPER2024-06-13
0012022-01-01TANYA BRANCH2023-07-10
0012021-01-01TANYA BRANCH2023-02-03
0012020-01-01TANYA BRANCH2022-09-23
0012019-01-01JOEL GROCE2020-08-14
0012018-01-01JOEL GROCE2019-06-12
0012017-01-01JOEL K. GROCE2018-04-25 JOEL K. GROCE2018-04-25
0012016-01-01JOEL GROCE2017-04-28 JOEL GROCE2017-04-28
0012015-01-01JOEL GROCE2016-06-01 JOEL GROCE2016-06-01

Financial Data on 403(B) THRIFT PLAN OF NORTH CAROLINA COMMUNITY ACTION ASSOCIATION

Measure Date Value
2025 : 403(B) THRIFT PLAN OF NORTH CAROLINA COMMUNITY ACTION ASSOCIATION 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-140
Total liabilities as of the end of the plan year2025-10-140
Total liabilities as of the beginning of the plan year2025-10-140
Total expenses incurred by plan in this plan year2025-10-1418
Net assets as of the end of the plan year2025-10-14326991
Total assets as of the beginning of the plan year2025-10-14269811
Value of plan covered by a fidelity bond2025-10-14100000
Participant contributions to plan in this plan year2025-10-1417769
Other expenses paid from plan in this plan year2025-10-140
Other contributions to plan in this plan year2025-10-140
Other income to plan in this plan year2025-10-1424318
Plan net income in this plan year2025-10-1457180
Net assets as of the end of the plan year2025-10-14326991
Net assets as of the beginning of the plan year2025-10-14269811
Employer contributions to plan in this plan year2025-10-1415111
Fees paid to broker by Benefit Provider2025-10-1436
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1418
2024 : 403(B) THRIFT PLAN OF NORTH CAROLINA COMMUNITY ACTION ASSOCIATION 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-130
Total liabilities as of the end of the plan year2024-06-130
Total liabilities as of the beginning of the plan year2024-06-130
Total expenses incurred by plan in this plan year2024-06-131586
Net assets as of the end of the plan year2024-06-13269811
Total assets as of the beginning of the plan year2024-06-13206638
Value of plan covered by a fidelity bond2024-06-13100000
Participant contributions to plan in this plan year2024-06-1322000
Other expenses paid from plan in this plan year2024-06-130
Other contributions to plan in this plan year2024-06-130
Other income to plan in this plan year2024-06-1327788
Plan net income in this plan year2024-06-1363173
Net assets as of the end of the plan year2024-06-13269811
Net assets as of the beginning of the plan year2024-06-13206638
Employer contributions to plan in this plan year2024-06-1314971
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-130

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