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403(B) THRIFT PLAN OF THE TEXAS ASSOCIATION OF COMMUNITY ACTION AGENCIES 401k Plan overview

Plan Name403(B) THRIFT PLAN OF THE TEXAS ASSOCIATION OF COMMUNITY ACTION AGENCIES
Plan identification number 001

403(B) THRIFT PLAN OF THE TEXAS ASSOCIATION OF COMMUNITY ACTION AGENCIES 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

THE TEXAS ASSOCIATION OF COMMUNITY ACTION AGENCIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE TEXAS ASSOCIATION OF COMMUNITY ACTION AGENCIES, INC.
Employer identification number (EIN):742035880
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF THE TEXAS ASSOCIATION OF COMMUNITY ACTION AGENCIES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ELIZABETH HUGGINS2024-06-14
0012022-01-01ELIZABETH HUGGINS2023-07-06
0012021-01-01ELIZABETH HUGGINS2022-07-08
0012020-01-01ELIZABETH HUGGINS2021-08-13
0012019-01-01KERRIN MEYER2020-07-08
0012018-01-01KERRIN MEYER2019-07-12
0012017-01-01LAURIE HANEY2018-05-25
0012016-01-01LAURIE HANEY2017-05-22
0012015-01-01LAURIE HANEY2016-07-29
0012013-01-01LAURIE HANEY2014-04-17
0012012-01-01LAURIE HANEY2013-07-29
0012011-01-01LAURIE HANEY2012-07-09
0012010-01-01LAURIE HANEY2011-07-19

Plan Statistics for 403(B) THRIFT PLAN OF THE TEXAS ASSOCIATION OF COMMUNITY ACTION AGENCIES

401k plan membership statisitcs for 403(B) THRIFT PLAN OF THE TEXAS ASSOCIATION OF COMMUNITY ACTION AGENCIES

Measure Date Value
2025: 403(B) THRIFT PLAN OF THE TEXAS ASSOCIATION OF COMMUNITY ACTION AGENCIES 2025 401k membership
Total number of particpants at beginning of year2025-07-186
Total number of particpants at end of year2025-07-186
Number of Participants With Account Balances2025-07-186
2024: 403(B) THRIFT PLAN OF THE TEXAS ASSOCIATION OF COMMUNITY ACTION AGENCIES 2024 401k membership
Total number of particpants at beginning of year2024-06-146
Total number of particpants at end of year2024-06-146
Number of Participants With Account Balances2024-06-146

Financial Data on 403(B) THRIFT PLAN OF THE TEXAS ASSOCIATION OF COMMUNITY ACTION AGENCIES

Measure Date Value
2025 : 403(B) THRIFT PLAN OF THE TEXAS ASSOCIATION OF COMMUNITY ACTION AGENCIES 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-180
Total liabilities as of the end of the plan year2025-07-180
Total liabilities as of the beginning of the plan year2025-07-180
Total expenses incurred by plan in this plan year2025-07-181163
Net assets as of the end of the plan year2025-07-18293045
Total assets as of the beginning of the plan year2025-07-18242255
Value of plan covered by a fidelity bond2025-07-18100000
Participant contributions to plan in this plan year2025-07-1811781
Other expenses paid from plan in this plan year2025-07-181145
Other contributions to plan in this plan year2025-07-180
Other income to plan in this plan year2025-07-1828249
Plan net income in this plan year2025-07-1850790
Net assets as of the end of the plan year2025-07-18293045
Net assets as of the beginning of the plan year2025-07-18242255
Employer contributions to plan in this plan year2025-07-1811923
Fees paid to broker by Benefit Provider2025-07-1831
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1818
2024 : 403(B) THRIFT PLAN OF THE TEXAS ASSOCIATION OF COMMUNITY ACTION AGENCIES 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-140
Total liabilities as of the end of the plan year2024-06-140
Total liabilities as of the beginning of the plan year2024-06-140
Total expenses incurred by plan in this plan year2024-06-140
Net assets as of the end of the plan year2024-06-14242255
Total assets as of the beginning of the plan year2024-06-14194865
Value of plan covered by a fidelity bond2024-06-14100000
Participant contributions to plan in this plan year2024-06-1414212
Other expenses paid from plan in this plan year2024-06-140
Other contributions to plan in this plan year2024-06-140
Other income to plan in this plan year2024-06-1425651
Plan net income in this plan year2024-06-1447390
Net assets as of the end of the plan year2024-06-14242255
Net assets as of the beginning of the plan year2024-06-14194865
Employer contributions to plan in this plan year2024-06-147527
Fees paid to broker by Benefit Provider2024-06-142755
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-140

Potentially related plans

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