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TAX DEFERRED ANNUITY PLAN OF CAPITAL AREA AGENCY ON AGING 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF CAPITAL AREA AGENCY ON AGING
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF CAPITAL AREA AGENCY ON AGING Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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

CAPITAL AREA AGENCY ON AGING DISTRICT II, INC. has sponsored the creation of one or more 401k plans.

Company Name:CAPITAL AREA AGENCY ON AGING DISTRICT II, INC.
Employer identification number (EIN):720738045
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF CAPITAL AREA AGENCY ON AGING

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01MELODIE LEGGETT2024-10-04
0022022-01-01MELODIE LEGGETT2023-10-16
0022021-01-01MELODIE LEGGETT2022-10-17
0022021-01-01MELODIE LEGGETT2022-10-17
0022020-01-01MELODIE LEGGETT2021-07-29
0022020-01-01MELODIE LEGGETT2021-07-29
0022019-01-01SHIRLEY MERRICK2020-04-16 SHIRLEY MERRICK2020-04-16
0022018-01-01SHIRLEY MERRICK2019-06-03 SHIRLEY MERRICK2019-06-03
0022017-01-01SHIRLEY MERRICK2018-07-07
0022016-01-01SHIRLEY MERRICK2017-07-24 SHIRLEY MERRICK2017-07-24
0022015-01-01SHIRLEY MERRICK2016-07-26 SHIRLEY MERRICK2016-07-26
0022014-01-01LINDA BEAUVAIS2015-07-28 LINDA BEAUVAIS2015-07-28
0022012-01-01LINDA BEAUVAIS2013-07-11 LINDA BEAUVAIS2013-07-11
0022011-01-01LINDA BEAUVAIS2012-07-13
0022010-01-01LINDA BEAUVAIS2011-07-29

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF CAPITAL AREA AGENCY ON AGING

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF CAPITAL AREA AGENCY ON AGING

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF CAPITAL AREA AGENCY ON AGING 2025 401k membership
Total number of particpants at beginning of year2025-10-1019
Total number of particpants at end of year2025-10-1018
Number of Participants With Account Balances2025-10-1017
2024: TAX DEFERRED ANNUITY PLAN OF CAPITAL AREA AGENCY ON AGING 2024 401k membership
Total number of particpants at beginning of year2024-10-0419
Total number of particpants at end of year2024-10-0419
Number of Participants With Account Balances2024-10-0417

Financial Data on TAX DEFERRED ANNUITY PLAN OF CAPITAL AREA AGENCY ON AGING

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF CAPITAL AREA AGENCY ON AGING 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-100
Total liabilities as of the end of the plan year2025-10-100
Total liabilities as of the beginning of the plan year2025-10-100
Total expenses incurred by plan in this plan year2025-10-10121996
Net assets as of the end of the plan year2025-10-10712248
Total assets as of the beginning of the plan year2025-10-10763864
Value of plan covered by a fidelity bond2025-10-10100000
Participant contributions to plan in this plan year2025-10-1019036
Other expenses paid from plan in this plan year2025-10-100
Other contributions to plan in this plan year2025-10-100
Other income to plan in this plan year2025-10-1051344
Plan net income in this plan year2025-10-10-51616
Net assets as of the end of the plan year2025-10-10712248
Net assets as of the beginning of the plan year2025-10-10763864
Employer contributions to plan in this plan year2025-10-100
Fees paid to broker by Benefit Provider2025-10-1037
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-10147
2024 : TAX DEFERRED ANNUITY PLAN OF CAPITAL AREA AGENCY ON AGING 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-040
Total liabilities as of the end of the plan year2024-10-040
Total liabilities as of the beginning of the plan year2024-10-040
Total expenses incurred by plan in this plan year2024-10-047878
Net assets as of the end of the plan year2024-10-04763864
Total assets as of the beginning of the plan year2024-10-04703356
Value of plan covered by a fidelity bond2024-10-04100000
Participant contributions to plan in this plan year2024-10-0419733
Other expenses paid from plan in this plan year2024-10-040
Other contributions to plan in this plan year2024-10-040
Other income to plan in this plan year2024-10-0448653
Plan net income in this plan year2024-10-0460508
Net assets as of the end of the plan year2024-10-04763864
Net assets as of the beginning of the plan year2024-10-04703356
Employer contributions to plan in this plan year2024-10-040
Fees paid to broker by Benefit Provider2024-10-0474
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0474

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