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| Plan Name | 403(B) THRIFT PLAN OF MARION-WINSTON COUNTIES COMMUNITY ACTION COMMITTE |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | MARION-WINSTON COUNTIES COMMUNITY A CTION COMMITTEE, INC. |
| Employer identification number (EIN): | 630506449 |
| NAIC Classification: | 813000 |
| NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2020-10-01 | PAUL HANSON | 2021-11-08 | ||
| 001 | 2019-10-01 | PAUL HANSON | 2021-01-21 | ||
| 001 | 2018-10-01 | DAVID CROSBY | 2020-07-29 | ||
| 001 | 2018-10-01 | DAVID CROSBY | 2020-07-27 | ||
| 001 | 2017-10-01 | J.J. HEADRICK | 2019-04-12 | ||
| 001 | 2016-10-01 | AMANDA BARNETT | 2018-02-26 | AMANDA BARNETT | 2018-02-26 |
| 001 | 2015-10-01 | AMANDA BARNETT | 2017-02-15 | AMANDA BARNETT | 2017-02-15 |
| 001 | 2014-10-01 | AMANDA BARNETT | 2016-01-11 | AMANDA BARNETT | 2016-01-11 |
| 001 | 2013-10-01 | AMANDA BARNETT | 2015-02-09 | AMANDA BARNETT | 2015-02-09 |
| 001 | 2012-10-01 | AMANDA BARNETT | 2015-05-14 | ||
| 001 | 2011-10-01 | AMANDA BARNETT | 2013-05-01 | ||
| 001 | 2010-10-01 | JEFF FLEMING | |||
| 001 | 2009-10-01 | JEFF FLEMING |
| Measure | Date | Value |
|---|---|---|
| 2010: 403(B) THRIFT PLAN OF MARION-WINSTON COUNTIES COMMUNITY ACTION COMMITTE 2010 401k membership | ||
| Total participants, beginning-of-year | 2010-10-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-10-01 | 5 |
| Number of retired or separated participants receiving benefits | 2010-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-10-01 | 3 |
| Total of all active and inactive participants | 2010-10-01 | 8 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-10-01 | 0 |
| Total participants | 2010-10-01 | 8 |
| Number of participants with account balances | 2010-10-01 | 6 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-10-01 | 0 |
| 2009: 403(B) THRIFT PLAN OF MARION-WINSTON COUNTIES COMMUNITY ACTION COMMITTE 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-10-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 4 |
| Number of retired or separated participants receiving benefits | 2009-10-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 0 |
| Total of all active and inactive participants | 2009-10-01 | 4 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-10-01 | 0 |
| Total participants | 2009-10-01 | 4 |
| Number of participants with account balances | 2009-10-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-10-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2011 : 403(B) THRIFT PLAN OF MARION-WINSTON COUNTIES COMMUNITY ACTION COMMITTE 2011 401k financial data | ||
| Total income from all sources | 2011-09-30 | $14,399 |
| Expenses. Total of all expenses incurred | 2011-09-30 | $0 |
| Total plan assets at end of year | 2011-09-30 | $42,981 |
| Total plan assets at beginning of year | 2011-09-30 | $28,582 |
| Total contributions received or receivable from participants | 2011-09-30 | $3,008 |
| Contributions received from other sources (not participants or employers) | 2011-09-30 | $988 |
| Other income received | 2011-09-30 | $3,081 |
| Net income (gross income less expenses) | 2011-09-30 | $14,399 |
| Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $42,981 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $28,582 |
| Total contributions received or receivable from employer(s) | 2011-09-30 | $7,322 |
| 2010: 403(B) THRIFT PLAN OF MARION-WINSTON COUNTIES COMMUNITY ACTION COMMITTE 2010 form 5500 responses | ||
|---|---|---|
| 2010-10-01 | Type of plan entity | Single employer plan |
| 2010-10-01 | Submission has been amended | Yes |
| 2010-10-01 | This submission is the final filing | No |
| 2010-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-10-01 | Plan is a collectively bargained plan | No |
| 2010-10-01 | Plan funding arrangement – Insurance | Yes |
| 2010-10-01 | Plan funding arrangement – Trust | Yes |
| 2010-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-10-01 | Plan benefit arrangement - Trust | Yes |
| 2009: 403(B) THRIFT PLAN OF MARION-WINSTON COUNTIES COMMUNITY ACTION COMMITTE 2009 form 5500 responses | ||
| 2009-10-01 | Type of plan entity | Single employer plan |
| 2009-10-01 | Submission has been amended | No |
| 2009-10-01 | This submission is the final filing | No |
| 2009-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-10-01 | Plan is a collectively bargained plan | No |
| 2009-10-01 | Plan funding arrangement – Trust | Yes |
| 2009-10-01 | Plan benefit arrangement - Trust | Yes |
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) | |||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 058402-B | ||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||
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