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403(B) THRIFT PLAN OF CROSS PLAINS COMMUNITY PARTNER, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF CROSS PLAINS COMMUNITY PARTNER, INC.
Plan identification number 003

403(B) THRIFT PLAN OF CROSS PLAINS COMMUNITY PARTNER, INC. 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.
  • 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

CROSS PLAINS COMMUNITY PARTNER, INC . has sponsored the creation of one or more 401k plans.

Company Name:CROSS PLAINS COMMUNITY PARTNER, INC .
Employer identification number (EIN):586040106
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF CROSS PLAINS COMMUNITY PARTNER, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-01-01HALEY SANCHEZ2022-10-13
0032020-01-01HALEY SANCHEZ2021-07-20
0032019-01-01HALEY SANCHEZ2020-06-30
0032018-01-01AARON MARCELLI2019-04-29
0032017-01-01AARON MARCELLI2018-05-24 AARON MARCELLI2018-05-24
0032016-01-01AARON M. MARCELLI2017-07-11 AARON M. MARCELLI2017-07-11
0032015-01-01AARON M. MARCELLI2016-06-29 AARON M. MARCELLI2016-06-29
0032014-01-01AARON M. MARCELLI2015-04-27 AARON M. MARCELLI2015-04-27
0032013-01-01AARON M. MARCELLI2014-05-14 AARON M. MARCELLI2014-05-14
0032012-01-01AARON M. MARCELLI2013-05-22 AARON M. MARCELLI2013-05-22
0032009-01-01JOYCE GAMBLIN
0032009-01-01JOYCE GAMBLIN
0032009-01-01JOYCE GAMBLIN
0032009-01-01 JOYCE GAMBLIN2010-07-23
0032009-01-01JOYCE GAMBLIN
0032009-01-01 JOYCE GAMBLIN2010-07-23
0032009-01-01 JOYCE GAMBLIN2010-07-23
0032009-01-01JOYCE GAMBLIN

Plan Statistics for 403(B) THRIFT PLAN OF CROSS PLAINS COMMUNITY PARTNER, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF CROSS PLAINS COMMUNITY PARTNER, INC.

Measure Date Value
2009: 403(B) THRIFT PLAN OF CROSS PLAINS COMMUNITY PARTNER, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-0116
Total number of active participants reported on line 7a of the Form 55002009-01-0116
Number of retired or separated participants receiving benefits2009-01-012
Total of all active and inactive participants2009-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0118
Number of participants with account balances2009-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on 403(B) THRIFT PLAN OF CROSS PLAINS COMMUNITY PARTNER, INC.

Measure Date Value
2010 : 403(B) THRIFT PLAN OF CROSS PLAINS COMMUNITY PARTNER, INC. 2010 401k financial data
Total income from all sources2010-12-31$83,313
Expenses. Total of all expenses incurred2010-12-31$21,067
Benefits paid (including direct rollovers)2010-12-31$21,067
Total plan assets at end of year2010-12-31$695,858
Total plan assets at beginning of year2010-12-31$633,601
Total contributions received or receivable from participants2010-12-31$15,556
Other income received2010-12-31$22,928
Net income (gross income less expenses)2010-12-31$62,246
Net plan assets at end of year (total assets less liabilities)2010-12-31$695,858
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$633,601
Total contributions received or receivable from employer(s)2010-12-31$44,829

Form 5500 Responses for 403(B) THRIFT PLAN OF CROSS PLAINS COMMUNITY PARTNER, INC.

2009: 403(B) THRIFT PLAN OF CROSS PLAINS COMMUNITY PARTNER, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number006-159-A-3B
Policy instance 1
Insurance contract or identification number006-159-A-3B
Number of Individuals Covered26
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees24
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameGREGORY HIBBERT

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