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THE ARC OF SHELBY COUNTY 403(B) PLAN 401k Plan overview

Plan NameTHE ARC OF SHELBY COUNTY 403(B) PLAN
Plan identification number 001

THE ARC OF SHELBY COUNTY 403(B) 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.
  • 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

THE ARC OF SHELBY COUNTY has sponsored the creation of one or more 401k plans.

Company Name:THE ARC OF SHELBY COUNTY
Employer identification number (EIN):630988453
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ARC OF SHELBY COUNTY 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JEANNINE LYONS2024-10-03
0012022-01-01
0012022-01-01LEWIS JONES
0012021-01-01JEANNINE LYONS2022-10-10 JEANNINE LYONS2022-01-10
0012020-01-01JEANNINE LYONS2021-07-14 JEANNINE LYONS2021-07-14
0012019-01-01KAREN STOKES2020-07-29 KAREN STOKES2020-07-29
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01KAREN STOKES
0012011-01-01KAREN STOKES
0012010-01-01KAREN STOKES
0012009-01-01KAREN STOKES

Financial Data on THE ARC OF SHELBY COUNTY 403(B) PLAN

Measure Date Value
2025 : THE ARC OF SHELBY COUNTY 403(B) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-3038802
Net assets as of the end of the plan year2025-07-301495152
Total assets as of the beginning of the plan year2025-07-301255449
Value of plan covered by a fidelity bond2025-07-3075000
Participant contributions to plan in this plan year2025-07-3071511
Other contributions to plan in this plan year2025-07-300
Other income to plan in this plan year2025-07-30149614
Plan net income in this plan year2025-07-30239703
Net assets as of the end of the plan year2025-07-301495152
Net assets as of the beginning of the plan year2025-07-301255449
Employer contributions to plan in this plan year2025-07-3057380
Fees paid to broker by Benefit Provider2025-07-30919
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-3014847
2024 : THE ARC OF SHELBY COUNTY 403(B) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-03147201
Net assets as of the end of the plan year2024-10-031255449
Total assets as of the beginning of the plan year2024-10-031093924
Value of plan covered by a fidelity bond2024-10-0375000
Participant contributions to plan in this plan year2024-10-0354170
Other contributions to plan in this plan year2024-10-030
Other income to plan in this plan year2024-10-03165210
Plan net income in this plan year2024-10-03161525
Net assets as of the end of the plan year2024-10-031255449
Net assets as of the beginning of the plan year2024-10-031093924
Employer contributions to plan in this plan year2024-10-0389346
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-037631
2022 : THE ARC OF SHELBY COUNTY 403(B) PLAN 2022 401k financial data
Total income from all sources2022-12-31$-20,850
Expenses. Total of all expenses incurred2022-12-31$78,994
Benefits paid (including direct rollovers)2022-12-31$78,675
Total plan assets at end of year2022-12-31$1,093,924
Total plan assets at beginning of year2022-12-31$1,193,768
Total contributions received or receivable from participants2022-12-31$69,059
Other income received2022-12-31$-162,055
Net income (gross income less expenses)2022-12-31$-99,844
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,093,924
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,193,768
Total contributions received or receivable from employer(s)2022-12-31$72,146
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$319
2021 : THE ARC OF SHELBY COUNTY 403(B) PLAN 2021 401k financial data
Total income from all sources2021-12-31$280,792
Expenses. Total of all expenses incurred2021-12-31$229,526
Benefits paid (including direct rollovers)2021-12-31$227,317
Total plan assets at end of year2021-12-31$1,193,768
Total plan assets at beginning of year2021-12-31$1,142,502
Total contributions received or receivable from participants2021-12-31$53,502
Other income received2021-12-31$138,061
Net income (gross income less expenses)2021-12-31$51,266
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,193,768
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,142,502
Total contributions received or receivable from employer(s)2021-12-31$89,229
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$2,209
2020 : THE ARC OF SHELBY COUNTY 403(B) PLAN 2020 401k financial data
Total income from all sources2020-12-31$273,908
Expenses. Total of all expenses incurred2020-12-31$41,926
Benefits paid (including direct rollovers)2020-12-31$39,999
Total plan assets at end of year2020-12-31$1,142,502
Total plan assets at beginning of year2020-12-31$910,520
Total contributions received or receivable from participants2020-12-31$60,944
Other income received2020-12-31$113,765
Net income (gross income less expenses)2020-12-31$231,982
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,142,502
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$910,520
Total contributions received or receivable from employer(s)2020-12-31$99,199
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$1,927
2019 : THE ARC OF SHELBY COUNTY 403(B) PLAN 2019 401k financial data
Total income from all sources2019-12-31$310,163
Expenses. Total of all expenses incurred2019-12-31$20,931
Benefits paid (including direct rollovers)2019-12-31$19,206
Total plan assets at end of year2019-12-31$910,520
Total plan assets at beginning of year2019-12-31$621,288
Total contributions received or receivable from participants2019-12-31$120,963
Other income received2019-12-31$118,013
Net income (gross income less expenses)2019-12-31$289,232
Net plan assets at end of year (total assets less liabilities)2019-12-31$910,520
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$621,288
Total contributions received or receivable from employer(s)2019-12-31$71,187
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$1,725
2018 : THE ARC OF SHELBY COUNTY 403(B) PLAN 2018 401k financial data
Total income from all sources2018-12-31$58,072
Expenses. Total of all expenses incurred2018-12-31$7,939
Benefits paid (including direct rollovers)2018-12-31$6,502
Total plan assets at end of year2018-12-31$621,288
Total plan assets at beginning of year2018-12-31$571,155
Total contributions received or receivable from participants2018-12-31$35,232
Other income received2018-12-31$-38,248
Net income (gross income less expenses)2018-12-31$50,133
Net plan assets at end of year (total assets less liabilities)2018-12-31$621,288
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$571,155
Total contributions received or receivable from employer(s)2018-12-31$61,088
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$1,437
2017 : THE ARC OF SHELBY COUNTY 403(B) PLAN 2017 401k financial data
Total income from all sources2017-12-31$140,941
Expenses. Total of all expenses incurred2017-12-31$1,702
Total plan assets at end of year2017-12-31$571,155
Total plan assets at beginning of year2017-12-31$431,916
Total contributions received or receivable from participants2017-12-31$29,814
Other income received2017-12-31$54,840
Net income (gross income less expenses)2017-12-31$139,239
Net plan assets at end of year (total assets less liabilities)2017-12-31$571,155
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$431,916
Total contributions received or receivable from employer(s)2017-12-31$56,287
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$1,702
2016 : THE ARC OF SHELBY COUNTY 403(B) PLAN 2016 401k financial data
Total income from all sources2016-12-31$101,089
Expenses. Total of all expenses incurred2016-12-31$26,790
Benefits paid (including direct rollovers)2016-12-31$25,316
Total plan assets at end of year2016-12-31$431,916
Total plan assets at beginning of year2016-12-31$357,617
Total contributions received or receivable from participants2016-12-31$23,427
Other income received2016-12-31$29,019
Net income (gross income less expenses)2016-12-31$74,299
Net plan assets at end of year (total assets less liabilities)2016-12-31$431,916
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$357,617
Total contributions received or receivable from employer(s)2016-12-31$48,643
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,474
2015 : THE ARC OF SHELBY COUNTY 403(B) PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total income from all sources2015-12-31$48,848
Expenses. Total of all expenses incurred2015-12-31$97,262
Benefits paid (including direct rollovers)2015-12-31$95,706
Total plan assets at end of year2015-12-31$357,617
Total plan assets at beginning of year2015-12-31$406,031
Total contributions received or receivable from participants2015-12-31$16,189
Other income received2015-12-31$-3,636
Net income (gross income less expenses)2015-12-31$-48,414
Net plan assets at end of year (total assets less liabilities)2015-12-31$357,617
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$406,031
Total contributions received or receivable from employer(s)2015-12-31$36,295
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,556
2014 : THE ARC OF SHELBY COUNTY 403(B) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$-11,898
Total income from all sources2014-12-31$77,811
Expenses. Total of all expenses incurred2014-12-31$20,538
Benefits paid (including direct rollovers)2014-12-31$18,403
Total plan assets at end of year2014-12-31$406,031
Total plan assets at beginning of year2014-12-31$360,656
Total contributions received or receivable from participants2014-12-31$17,029
Other income received2014-12-31$23,141
Net income (gross income less expenses)2014-12-31$57,273
Net plan assets at end of year (total assets less liabilities)2014-12-31$406,031
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$360,656
Total contributions received or receivable from employer(s)2014-12-31$37,641
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$2,135
2013 : THE ARC OF SHELBY COUNTY 403(B) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$77,954
Total income from all sources2013-12-31$83,738
Expenses. Total of all expenses incurred2013-12-31$7,626
Benefits paid (including direct rollovers)2013-12-31$5,883
Total plan assets at end of year2013-12-31$360,656
Total plan assets at beginning of year2013-12-31$206,590
Total contributions received or receivable from participants2013-12-31$16,634
Other income received2013-12-31$39,320
Net income (gross income less expenses)2013-12-31$76,112
Net plan assets at end of year (total assets less liabilities)2013-12-31$360,656
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$206,590
Total contributions received or receivable from employer(s)2013-12-31$27,784
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,743
2012 : THE ARC OF SHELBY COUNTY 403(B) PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$67,549
Expenses. Total of all expenses incurred2012-12-31$31,375
Benefits paid (including direct rollovers)2012-12-31$26,500
Total plan assets at end of year2012-12-31$206,590
Total plan assets at beginning of year2012-12-31$170,416
Total contributions received or receivable from participants2012-12-31$17,405
Other income received2012-12-31$18,436
Net income (gross income less expenses)2012-12-31$36,174
Net plan assets at end of year (total assets less liabilities)2012-12-31$206,590
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$170,416
Total contributions received or receivable from employer(s)2012-12-31$31,708
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$4,875
2011 : THE ARC OF SHELBY COUNTY 403(B) PLAN 2011 401k financial data
Total income from all sources2011-12-31$20,715
Expenses. Total of all expenses incurred2011-12-31$17,899
Benefits paid (including direct rollovers)2011-12-31$17,500
Total plan assets at end of year2011-12-31$170,416
Total plan assets at beginning of year2011-12-31$167,600
Total contributions received or receivable from participants2011-12-31$11,752
Other income received2011-12-31$-10,137
Net income (gross income less expenses)2011-12-31$2,816
Net plan assets at end of year (total assets less liabilities)2011-12-31$170,416
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$167,600
Total contributions received or receivable from employer(s)2011-12-31$19,100
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$399
2010 : THE ARC OF SHELBY COUNTY 403(B) PLAN 2010 401k financial data
Total income from all sources2010-12-31$48,959
Expenses. Total of all expenses incurred2010-12-31$3,618
Benefits paid (including direct rollovers)2010-12-31$3,031
Total plan assets at end of year2010-12-31$167,600
Total plan assets at beginning of year2010-12-31$122,259
Total contributions received or receivable from participants2010-12-31$34,288
Other income received2010-12-31$14,671
Net income (gross income less expenses)2010-12-31$45,341
Net plan assets at end of year (total assets less liabilities)2010-12-31$167,600
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$122,259
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$587

Form 5500 Responses for THE ARC OF SHELBY COUNTY 403(B) PLAN

2022: THE ARC OF SHELBY COUNTY 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: THE ARC OF SHELBY COUNTY 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: THE ARC OF SHELBY COUNTY 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: THE ARC OF SHELBY COUNTY 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: THE ARC OF SHELBY COUNTY 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: THE ARC OF SHELBY COUNTY 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: THE ARC OF SHELBY COUNTY 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: THE ARC OF SHELBY COUNTY 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: THE ARC OF SHELBY COUNTY 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: THE ARC OF SHELBY COUNTY 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: THE ARC OF SHELBY COUNTY 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: THE ARC OF SHELBY COUNTY 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: THE ARC OF SHELBY COUNTY 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: THE ARC OF SHELBY COUNTY 403(B) 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 – 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 number058680-H
Policy instance 2
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number806143-0000
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058680-H
Policy instance 2
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number806143-0000
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number806143-0000
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058680-H
Policy instance 2
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058680-H
Policy instance 2
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number806143-0000
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058680-H
Policy instance 2
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number806143-0000
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058680-H
Policy instance 2
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number806143-0000
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058680-H
Policy instance 2
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number806143-0000
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number806143-0000
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058680-H
Policy instance 2
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058680-H
Policy instance 2
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number806143-0000
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number058680-H
Policy instance 2
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number806143-0000
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number806143-0000
Policy instance 1
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62944 )
Policy contract number806143-0000
Policy instance 1

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