WALTON COUNTY CITIZENS ADVISORY COU NCIL ON AGING, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF WALTON COUNTY CITIZENS ADVISORY COUNCIL ON AGING,
| Measure | Date | Value |
|---|
| 2025 : EMPLOYEE BENEFIT PLAN OF WALTON COUNTY CITIZENS ADVISORY COUNCIL ON AGING, 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-15 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-15 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-15 | 279 |
| Net assets as of the end of the plan year | 2025-07-15 | 41425 |
| Total assets as of the beginning of the plan year | 2025-07-15 | 37552 |
| Value of plan covered by a fidelity bond | 2025-07-15 | 25000 |
| Participant contributions to plan in this plan year | 2025-07-15 | 0 |
| Other expenses paid from plan in this plan year | 2025-07-15 | 41 |
| Other contributions to plan in this plan year | 2025-07-15 | 0 |
| Other income to plan in this plan year | 2025-07-15 | 4152 |
| Plan net income in this plan year | 2025-07-15 | 3873 |
| Net assets as of the end of the plan year | 2025-07-15 | 41425 |
| Net assets as of the beginning of the plan year | 2025-07-15 | 37552 |
| Employer contributions to plan in this plan year | 2025-07-15 | 0 |
| Fees paid to broker by Benefit Provider | 2025-07-15 | 41 |
| Total liabilities as of the end of the plan year | 2025-07-01 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-01 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-01 | 1742 |
| Net assets as of the end of the plan year | 2025-07-01 | 43225 |
| Total assets as of the beginning of the plan year | 2025-07-01 | 41425 |
| Participant contributions to plan in this plan year | 2025-07-01 | 0 |
| Other contributions to plan in this plan year | 2025-07-01 | 3374 |
| Other income to plan in this plan year | 2025-07-01 | 168 |
| Plan net income in this plan year | 2025-07-01 | 1800 |
| Net assets as of the end of the plan year | 2025-07-01 | 43225 |
| Net assets as of the beginning of the plan year | 2025-07-01 | 41425 |
| Employer contributions to plan in this plan year | 2025-07-01 | 0 |
| Fees paid to broker by Benefit Provider | 2025-07-01 | 64 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-01 | 64 |
| 2013 : EMPLOYEE BENEFIT PLAN OF WALTON COUNTY CITIZENS ADVISORY COUNCIL ON AGING, 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $15,690 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $8,812 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $8,812 |
| Total plan assets at end of year | 2013-12-31 | $84,537 |
| Total plan assets at beginning of year | 2013-12-31 | $77,659 |
| Total contributions received or receivable from participants | 2013-12-31 | $5,380 |
| Other income received | 2013-12-31 | $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 sources | 2012-12-31 | $9,442 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $1,399 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $1,399 |
| Total plan assets at end of year | 2012-12-31 | $77,659 |
| Total plan assets at beginning of year | 2012-12-31 | $69,616 |
| Total contributions received or receivable from participants | 2012-12-31 | $3,450 |
| Other income received | 2012-12-31 | $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 sources | 2011-12-31 | $4,421 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $423 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $423 |
| Total plan assets at end of year | 2011-12-31 | $69,616 |
| Total plan assets at beginning of year | 2011-12-31 | $65,618 |
| Total contributions received or receivable from participants | 2011-12-31 | $3,380 |
| Other income received | 2011-12-31 | $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 sources | 2010-12-31 | $10,865 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $882 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $882 |
| Total plan assets at end of year | 2010-12-31 | $65,618 |
| Total plan assets at beginning of year | 2010-12-31 | $55,635 |
| Total contributions received or receivable from participants | 2010-12-31 | $3,380 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $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 |
| 2013: EMPLOYEE BENEFIT PLAN OF WALTON COUNTY CITIZENS ADVISORY COUNCIL ON AGING, 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: EMPLOYEE BENEFIT PLAN OF WALTON COUNTY CITIZENS ADVISORY COUNCIL ON AGING, 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: EMPLOYEE BENEFIT PLAN OF WALTON COUNTY CITIZENS ADVISORY COUNCIL ON AGING, 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: EMPLOYEE BENEFIT PLAN OF WALTON COUNTY CITIZENS ADVISORY COUNCIL ON AGING, 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
