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403(B) THRIFT PLAN OF CALCASIEU PARISH VOLUNTARY COUNCILON THE AGING, I 401k Plan overview

Plan Name403(B) THRIFT PLAN OF CALCASIEU PARISH VOLUNTARY COUNCILON THE AGING, I
Plan identification number 002

403(B) THRIFT PLAN OF CALCASIEU PARISH VOLUNTARY COUNCILON THE AGING, I 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

CALCASIEU PARISH VOLUNTARY COUNCIL ON THE AGING, INC. has sponsored the creation of one or more 401k plans.

Company Name:CALCASIEU PARISH VOLUNTARY COUNCIL ON THE AGING, INC.
Employer identification number (EIN):720951694
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF CALCASIEU PARISH VOLUNTARY COUNCILON THE AGING, I

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01KIMBERLY HARRIS2024-10-15
0022021-01-01KIMBERLY HARRIS2022-05-23
0022020-01-01KIMBERLY HARRIS2021-02-24
0022019-01-01KIMBERLY HARRIS2020-07-31
0022018-01-01KIMBERLY HARRIS2020-07-31
0022017-01-01JOHN L CITIZEN2018-08-01 JOHN L CITIZEN2018-08-01
0022016-01-01JOHN CITIZEN2017-10-13 JOHN CITIZEN2017-10-13
0022015-01-01JOHN CITIZEN2016-08-12 JOHN CITIZEN2016-08-12
0022014-01-01JOHN CITIZEN2015-07-29
0022013-01-01JOHN CITIZEN2014-10-09 JOHN CITIZEN2014-10-09
0022012-01-01JOHN CITIZEN2013-10-10 JOHN CITIZEN2013-10-10
0022011-01-01JACQUELINE GREEN2012-10-11
0022009-01-01SONYA D CARAWAY
0022009-01-01SONYA D CARAWAY
0022009-01-01SONYA D CARAWAY
0022009-01-01SONYA D CARAWAY
0022009-01-01SONYA D CARAWAY

Plan Statistics for 403(B) THRIFT PLAN OF CALCASIEU PARISH VOLUNTARY COUNCILON THE AGING, I

401k plan membership statisitcs for 403(B) THRIFT PLAN OF CALCASIEU PARISH VOLUNTARY COUNCILON THE AGING, I

Measure Date Value
2025: 403(B) THRIFT PLAN OF CALCASIEU PARISH VOLUNTARY COUNCILON THE AGING, I 2025 401k membership
Total number of particpants at beginning of year2025-05-2219
Total number of particpants at end of year2025-05-2220
Number of Participants With Account Balances2025-05-2216
2024: 403(B) THRIFT PLAN OF CALCASIEU PARISH VOLUNTARY COUNCILON THE AGING, I 2024 401k membership
Total number of particpants at beginning of year2024-10-1520
Total number of particpants at end of year2024-10-1519
Number of Participants With Account Balances2024-10-1517
2009: 403(B) THRIFT PLAN OF CALCASIEU PARISH VOLUNTARY COUNCILON THE AGING, I 2009 401k membership
Total participants, beginning-of-year2009-01-01143
Total number of active participants reported on line 7a of the Form 55002009-01-01129
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0114
Total of all active and inactive participants2009-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01143
Number of participants with account balances2009-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on 403(B) THRIFT PLAN OF CALCASIEU PARISH VOLUNTARY COUNCILON THE AGING, I

Measure Date Value
2025 : 403(B) THRIFT PLAN OF CALCASIEU PARISH VOLUNTARY COUNCILON THE AGING, I 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-220
Total liabilities as of the end of the plan year2025-05-220
Total liabilities as of the beginning of the plan year2025-05-220
Total expenses incurred by plan in this plan year2025-05-2247723
Net assets as of the end of the plan year2025-05-22199872
Total assets as of the beginning of the plan year2025-05-22207611
Value of plan covered by a fidelity bond2025-05-22500000
Participant contributions to plan in this plan year2025-05-2213995
Other expenses paid from plan in this plan year2025-05-220
Other contributions to plan in this plan year2025-05-220
Other income to plan in this plan year2025-05-2213928
Plan net income in this plan year2025-05-22-7739
Net assets as of the end of the plan year2025-05-22199872
Net assets as of the beginning of the plan year2025-05-22207611
Employer contributions to plan in this plan year2025-05-2212061
Fees paid to broker by Benefit Provider2025-05-2252
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-22111
2024 : 403(B) THRIFT PLAN OF CALCASIEU PARISH VOLUNTARY COUNCILON THE AGING, I 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-150
Total liabilities as of the end of the plan year2024-10-150
Total liabilities as of the beginning of the plan year2024-10-150
Total expenses incurred by plan in this plan year2024-10-1535287
Net assets as of the end of the plan year2024-10-15207611
Total assets as of the beginning of the plan year2024-10-15195909
Value of plan covered by a fidelity bond2024-10-15500000
Participant contributions to plan in this plan year2024-10-1514903
Other expenses paid from plan in this plan year2024-10-150
Other contributions to plan in this plan year2024-10-150
Other income to plan in this plan year2024-10-1518621
Plan net income in this plan year2024-10-1511702
Net assets as of the end of the plan year2024-10-15207611
Net assets as of the beginning of the plan year2024-10-15195909
Employer contributions to plan in this plan year2024-10-1513465
Fees paid to broker by Benefit Provider2024-10-1578
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-15117
2010 : 403(B) THRIFT PLAN OF CALCASIEU PARISH VOLUNTARY COUNCILON THE AGING, I 2010 401k financial data
Total income from all sources2010-12-31$80,079
Expenses. Total of all expenses incurred2010-12-31$52,042
Benefits paid (including direct rollovers)2010-12-31$50,619
Total plan assets at end of year2010-12-31$321,359
Total plan assets at beginning of year2010-12-31$293,322
Total contributions received or receivable from participants2010-12-31$32,196
Other income received2010-12-31$39,056
Net income (gross income less expenses)2010-12-31$28,037
Net plan assets at end of year (total assets less liabilities)2010-12-31$321,359
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$293,322
Total contributions received or receivable from employer(s)2010-12-31$8,827
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,423
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : 403(B) THRIFT PLAN OF CALCASIEU PARISH VOLUNTARY COUNCILON THE AGING, I 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for 403(B) THRIFT PLAN OF CALCASIEU PARISH VOLUNTARY COUNCILON THE AGING, I

2009: 403(B) THRIFT PLAN OF CALCASIEU PARISH VOLUNTARY COUNCILON THE AGING, I 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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