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TAX DEFERRED ANNUITY PLAN OF ATHENS-LIMESTONE COUNTY RETIRED SENIOR VOLUNTEER PROGRAM 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF ATHENS-LIMESTONE COUNTY RETIRED SENIOR VOLUNTEER PROGRAM
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF ATHENS-LIMESTONE COUNTY RETIRED SENIOR VOLUNTEER PROGRAM 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

ATHENS-LIMESTONE COUNTY RETIRED SEN IOR VOLUNTEER PROGRAM has sponsored the creation of one or more 401k plans.

Company Name:ATHENS-LIMESTONE COUNTY RETIRED SEN IOR VOLUNTEER PROGRAM
Employer identification number (EIN):631149675
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF ATHENS-LIMESTONE COUNTY RETIRED SENIOR VOLUNTEER PROGRAM

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BETTY RUTH2024-10-01
0012022-01-01BETTY RUTH2023-05-17
0012021-01-01BETTY RUTH2022-04-20
0012020-01-01BETTY RUTH2021-03-23
0012019-01-01BETTY RUTH2020-07-01
0012018-01-01BETTY RUTH2019-04-02
0012017-01-01BETTY RUTH2018-04-12 BETTY RUTH2018-04-12
0012016-01-01BETTY RUTH2017-04-06 BETTY RUTH2017-04-06
0012015-01-01BETTY RUTH2016-04-18 BETTY RUTH2016-04-18
0012014-01-01BETTY RUTH2015-04-16
0012013-01-01BETTY RUTH2014-07-10
0012012-01-01BETTY RUTH2013-05-02 BETTY M. RUTH2013-05-02
0012011-01-01BETTY M. RUTH2012-07-09 BETTY M. RUTH2012-07-09
0012010-01-01BETTY RUTH2011-07-26 BETTY RUTH2011-07-26

Financial Data on TAX DEFERRED ANNUITY PLAN OF ATHENS-LIMESTONE COUNTY RETIRED SENIOR VOLUNTEER PROGRAM

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF ATHENS-LIMESTONE COUNTY RETIRED SENIOR VOLUNTEER PROGRAM 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-210
Total liabilities as of the end of the plan year2025-07-210
Total liabilities as of the beginning of the plan year2025-07-210
Total expenses incurred by plan in this plan year2025-07-210
Net assets as of the end of the plan year2025-07-21500372
Total assets as of the beginning of the plan year2025-07-21468747
Value of plan covered by a fidelity bond2025-07-21100000
Participant contributions to plan in this plan year2025-07-2117251
Other expenses paid from plan in this plan year2025-07-210
Other contributions to plan in this plan year2025-07-210
Other income to plan in this plan year2025-07-2114374
Plan net income in this plan year2025-07-2131625
Net assets as of the end of the plan year2025-07-21500372
Net assets as of the beginning of the plan year2025-07-21468747
Employer contributions to plan in this plan year2025-07-210
Fees paid to broker by Benefit Provider2025-07-2133
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-210
2024 : TAX DEFERRED ANNUITY PLAN OF ATHENS-LIMESTONE COUNTY RETIRED SENIOR VOLUNTEER PROGRAM 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-010
Total liabilities as of the end of the plan year2024-10-010
Total liabilities as of the beginning of the plan year2024-10-010
Total expenses incurred by plan in this plan year2024-10-010
Net assets as of the end of the plan year2024-10-01468747
Total assets as of the beginning of the plan year2024-10-01438113
Value of plan covered by a fidelity bond2024-10-01100000
Participant contributions to plan in this plan year2024-10-0117251
Other expenses paid from plan in this plan year2024-10-010
Other contributions to plan in this plan year2024-10-010
Other income to plan in this plan year2024-10-0113383
Plan net income in this plan year2024-10-0130634
Net assets as of the end of the plan year2024-10-01468747
Net assets as of the beginning of the plan year2024-10-01438113
Employer contributions to plan in this plan year2024-10-010
Fees paid to broker by Benefit Provider2024-10-0121
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-010
2022 : TAX DEFERRED ANNUITY PLAN OF ATHENS-LIMESTONE COUNTY RETIRED SENIOR VOLUNTEER PROGRAM 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-200
Total liabilities as of the end of the plan year2022-04-200
Total liabilities as of the beginning of the plan year2022-04-200
Total expenses incurred by plan in this plan year2022-04-200
Net assets as of the end of the plan year2022-04-20408370
Total assets as of the beginning of the plan year2022-04-20369561
Value of plan covered by a fidelity bond2022-04-20100000
Participant contributions to plan in this plan year2022-04-2017251
Other expenses paid from plan in this plan year2022-04-200
Other contributions to plan in this plan year2022-04-2010000
Other income to plan in this plan year2022-04-2011558
Plan net income in this plan year2022-04-2038809
Net assets as of the end of the plan year2022-04-20408370
Net assets as of the beginning of the plan year2022-04-20369561
Employer contributions to plan in this plan year2022-04-200
Fees paid to broker by Benefit Provider2022-04-2018

Potentially related plans

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