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CALHOUN COUNTY SENIOR CITIZENS ASSOC. INC. TAX SHELTERED ANNUITY RETIREMENT PLAN 401k Plan overview

Plan NameCALHOUN COUNTY SENIOR CITIZENS ASSOC. INC. TAX SHELTERED ANNUITY RETIREMENT PLAN
Plan identification number 001

CALHOUN COUNTY SENIOR CITIZENS ASSOC. INC. TAX SHELTERED ANNUITY RETIREMENT PLAN 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.

401k Sponsoring company profile

CALHOUN COUNTY SENIOR CITIZENS ASSOCIATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:CALHOUN COUNTY SENIOR CITIZENS ASSOCIATION, INC.
Employer identification number (EIN):591945679
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALHOUN COUNTY SENIOR CITIZENS ASSOC. INC. TAX SHELTERED ANNUITY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MARILYN RUSSELL2024-08-01
0012022-01-01MARILYN RUSSELL2023-07-12
0012021-01-01MARILYN RUSSELL2022-07-26
0012020-01-01MARILYN RUSSELL2021-06-16
0012019-01-01MARILYN RUSSELL2020-06-19
0012018-01-01MARILYN RUSSELL2019-06-12
0012017-01-01MARILYN RUSSELL2018-06-07
0012016-01-01MARILYN RUSSELL2017-07-25
0012015-01-01MARILYN RUSSELL2016-05-27
0012014-01-01MARILYN RUSSELL2015-05-26
0012013-01-01MARILYN RUSSELL2014-06-18
0012012-01-01MARILYN RUSSELL2013-08-16
0012011-01-01MARILYN RUSSELL, EXECUTIVE DIRECTOR
0012009-01-01PHIL YOUNG, OLSON INSURANCE COMPANY2010-07-31 MARILYN RUSSELL, EXECUTIVE DIRECTOR2010-07-31
0012009-01-01MARILYN RUSSELL
0012009-01-01MARILYN RUSSELL

Plan Statistics for CALHOUN COUNTY SENIOR CITIZENS ASSOC. INC. TAX SHELTERED ANNUITY RETIREMENT PLAN

401k plan membership statisitcs for CALHOUN COUNTY SENIOR CITIZENS ASSOC. INC. TAX SHELTERED ANNUITY RETIREMENT PLAN

Measure Date Value
2025: CALHOUN COUNTY SENIOR CITIZENS ASSOC. INC. TAX SHELTERED ANNUITY RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-08-0726
Total number of particpants at end of year2025-08-0727
Number of Participants With Account Balances2025-08-0723
2024: CALHOUN COUNTY SENIOR CITIZENS ASSOC. INC. TAX SHELTERED ANNUITY RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-08-0131
Total number of particpants at end of year2024-08-0126
Number of Participants With Account Balances2024-08-0125
2011: CALHOUN COUNTY SENIOR CITIZENS ASSOC. INC. TAX SHELTERED ANNUITY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-010
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-010
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: CALHOUN COUNTY SENIOR CITIZENS ASSOC. INC. TAX SHELTERED ANNUITY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-010
Total number of active participants reported on line 7a of the Form 55002009-01-010
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-010
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CALHOUN COUNTY SENIOR CITIZENS ASSOC. INC. TAX SHELTERED ANNUITY RETIREMENT PLAN

Measure Date Value
2025 : CALHOUN COUNTY SENIOR CITIZENS ASSOC. INC. TAX SHELTERED ANNUITY RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-08-07203306
Net assets as of the end of the plan year2025-08-07660727
Total assets as of the beginning of the plan year2025-08-07752146
Value of plan covered by a fidelity bond2025-08-07552164
Participant contributions to plan in this plan year2025-08-0723487
Value of participant loans at end of plan year2025-08-0752102
Other income to plan in this plan year2025-08-0735281
Plan net income in this plan year2025-08-07-91419
Net assets as of the end of the plan year2025-08-07660727
Net assets as of the beginning of the plan year2025-08-07752146
Employer contributions to plan in this plan year2025-08-0753119
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-07700
2024 : CALHOUN COUNTY SENIOR CITIZENS ASSOC. INC. TAX SHELTERED ANNUITY RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-01113560
Net assets as of the end of the plan year2024-08-01752146
Total assets as of the beginning of the plan year2024-08-01734405
Value of plan covered by a fidelity bond2024-08-01552164
Participant contributions to plan in this plan year2024-08-0130055
Value of participant loans at end of plan year2024-08-0172785
Other income to plan in this plan year2024-08-0144369
Plan net income in this plan year2024-08-0117741
Net assets as of the end of the plan year2024-08-01752146
Net assets as of the beginning of the plan year2024-08-01734405
Employer contributions to plan in this plan year2024-08-0156877
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-01675

Form 5500 Responses for CALHOUN COUNTY SENIOR CITIZENS ASSOC. INC. TAX SHELTERED ANNUITY RETIREMENT PLAN

2011: CALHOUN COUNTY SENIOR CITIZENS ASSOC. INC. TAX SHELTERED ANNUITY RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – Section 412(e)(3) insurance ContractsYes
2011-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2009: CALHOUN COUNTY SENIOR CITIZENS ASSOC. INC. TAX SHELTERED ANNUITY RETIREMENT PLAN 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 – Section 412(e)(3) insurance ContractsYes
2009-01-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes

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