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EMPLOYEE BENEFIT PLAN OF WALTON COUNTY CITIZENS ADVISORY COUNCIL ON AGING, 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF WALTON COUNTY CITIZENS ADVISORY COUNCIL ON AGING,
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF WALTON COUNTY CITIZENS ADVISORY COUNCIL ON AGING, 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.
  • 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

WALTON COUNTY CITIZENS ADVISORY COU NCIL ON AGING, INC. has sponsored the creation of one or more 401k plans.

Company Name:WALTON COUNTY CITIZENS ADVISORY COU NCIL ON AGING, INC.
Employer identification number (EIN):591145224
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF WALTON COUNTY CITIZENS ADVISORY COUNCIL ON AGING,

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01SHAYNE BETTS2021-06-18
0012018-01-01KAY BRADY2019-07-24
0012017-01-01KAY BRADY2019-09-13 KAY BRADY2019-09-13
0012016-01-01KAY BRADY2017-03-29 KAY BRADY2017-03-29
0012015-01-01KAY BRADY2016-05-02 KAY BRADY2016-05-02
0012014-01-01KAY BRADY2015-07-07 KAY BRADY2015-07-07
0012013-01-01
0012012-01-01KAY BRADY
0012011-01-01KAY BRADY
0012009-01-01KAY BRADY

Plan Statistics for EMPLOYEE BENEFIT PLAN OF WALTON COUNTY CITIZENS ADVISORY COUNCIL ON AGING,

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF WALTON COUNTY CITIZENS ADVISORY COUNCIL ON AGING,

Measure Date Value
2013: EMPLOYEE BENEFIT PLAN OF WALTON COUNTY CITIZENS ADVISORY COUNCIL ON AGING, 2013 401k membership
Total participants, beginning-of-year2013-01-0118
Total number of active participants reported on line 7a of the Form 55002013-01-019
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-0113
Total participants2013-01-0113
2012: EMPLOYEE BENEFIT PLAN OF WALTON COUNTY CITIZENS ADVISORY COUNCIL ON AGING, 2012 401k membership
Total participants, beginning-of-year2012-01-0116
Total number of active participants reported on line 7a of the Form 55002012-01-0116
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0118
Total participants2012-01-0118
2011: EMPLOYEE BENEFIT PLAN OF WALTON COUNTY CITIZENS ADVISORY COUNCIL ON AGING, 2011 401k membership
Total participants, beginning-of-year2011-01-0119
Total number of active participants reported on line 7a of the Form 55002011-01-0113
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0116
Total participants2011-01-0116
2009: EMPLOYEE BENEFIT PLAN OF WALTON COUNTY CITIZENS ADVISORY COUNCIL ON AGING, 2009 401k membership
Total participants, beginning-of-year2009-01-0120
Total number of active participants reported on line 7a of the Form 55002009-01-0119
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0120
Total participants2009-01-0120

Financial Data on EMPLOYEE BENEFIT PLAN OF WALTON COUNTY CITIZENS ADVISORY COUNCIL ON AGING,

Measure Date Value
2013 : EMPLOYEE BENEFIT PLAN OF WALTON COUNTY CITIZENS ADVISORY COUNCIL ON AGING, 2013 401k financial data
Total income from all sources2013-12-31$15,690
Expenses. Total of all expenses incurred2013-12-31$8,812
Benefits paid (including direct rollovers)2013-12-31$8,812
Total plan assets at end of year2013-12-31$84,537
Total plan assets at beginning of year2013-12-31$77,659
Total contributions received or receivable from participants2013-12-31$5,380
Other income received2013-12-31$10,310
Net income (gross income less expenses)2013-12-31$6,878
Net plan assets at end of year (total assets less liabilities)2013-12-31$84,537
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$77,659
2012 : EMPLOYEE BENEFIT PLAN OF WALTON COUNTY CITIZENS ADVISORY COUNCIL ON AGING, 2012 401k financial data
Total income from all sources2012-12-31$9,442
Expenses. Total of all expenses incurred2012-12-31$1,399
Benefits paid (including direct rollovers)2012-12-31$1,399
Total plan assets at end of year2012-12-31$77,659
Total plan assets at beginning of year2012-12-31$69,616
Total contributions received or receivable from participants2012-12-31$3,450
Other income received2012-12-31$4,088
Net income (gross income less expenses)2012-12-31$8,043
Net plan assets at end of year (total assets less liabilities)2012-12-31$77,659
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$69,616
Total contributions received or receivable from employer(s)2012-12-31$1,904
2011 : EMPLOYEE BENEFIT PLAN OF WALTON COUNTY CITIZENS ADVISORY COUNCIL ON AGING, 2011 401k financial data
Total income from all sources2011-12-31$4,421
Expenses. Total of all expenses incurred2011-12-31$423
Benefits paid (including direct rollovers)2011-12-31$423
Total plan assets at end of year2011-12-31$69,616
Total plan assets at beginning of year2011-12-31$65,618
Total contributions received or receivable from participants2011-12-31$3,380
Other income received2011-12-31$473
Net income (gross income less expenses)2011-12-31$3,998
Net plan assets at end of year (total assets less liabilities)2011-12-31$69,616
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$65,618
Total contributions received or receivable from employer(s)2011-12-31$568
2010 : EMPLOYEE BENEFIT PLAN OF WALTON COUNTY CITIZENS ADVISORY COUNCIL ON AGING, 2010 401k financial data
Total income from all sources2010-12-31$10,865
Expenses. Total of all expenses incurred2010-12-31$882
Benefits paid (including direct rollovers)2010-12-31$882
Total plan assets at end of year2010-12-31$65,618
Total plan assets at beginning of year2010-12-31$55,635
Total contributions received or receivable from participants2010-12-31$3,380
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$6,011
Net income (gross income less expenses)2010-12-31$9,983
Net plan assets at end of year (total assets less liabilities)2010-12-31$65,618
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$55,635
Total contributions received or receivable from employer(s)2010-12-31$1,474

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF WALTON COUNTY CITIZENS ADVISORY COUNCIL ON AGING,

2013: EMPLOYEE BENEFIT PLAN OF WALTON COUNTY CITIZENS ADVISORY COUNCIL ON AGING, 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EMPLOYEE BENEFIT PLAN OF WALTON COUNTY CITIZENS ADVISORY COUNCIL ON AGING, 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EMPLOYEE BENEFIT PLAN OF WALTON COUNTY CITIZENS ADVISORY COUNCIL ON AGING, 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: EMPLOYEE BENEFIT PLAN OF WALTON COUNTY CITIZENS ADVISORY COUNCIL ON AGING, 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056206-C
Policy instance 1
Insurance contract or identification number056206-C
Number of Individuals Covered13
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $18
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees18
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameTAMPA BAY REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056206-C
Policy instance 1
Insurance contract or identification number056206-C
Number of Individuals Covered18
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameJEANNE TYRE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056206-C
Policy instance 1
Insurance contract or identification number056206-C
Number of Individuals Covered16
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056206-C
Policy instance 1
Insurance contract or identification number056206-C
Number of Individuals Covered19
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 $8
Are there contracts with allocated funds for individual policies?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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 fees3
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameELLIS J. DE JESUS

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