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EMPLOYEE BENEFIT PLAN OF MEALS-ON-WHEELS OF JOHNSON AND ELLIS COUNTIES 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF MEALS-ON-WHEELS OF JOHNSON AND ELLIS COUNTIES
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF MEALS-ON-WHEELS OF JOHNSON AND ELLIS COUNTIES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • 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

MEALS-ON-WHEELS OF JOHNSON AND ELLIS COUNTIES has sponsored the creation of one or more 401k plans.

Company Name:MEALS-ON-WHEELS OF JOHNSON AND ELLIS COUNTIES
Employer identification number (EIN):751555153
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF MEALS-ON-WHEELS OF JOHNSON AND ELLIS COUNTIES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01VICTOR AISPURO2023-06-14
0012019-10-01DEBBIE SHEFFIELD2021-06-03
0012018-10-01DEBBIE SHEFFIELD2019-11-22
0012018-10-01DEBBIE SHEFFIELD2019-11-22
0012017-10-01DEBBIE SHEFFIELD2019-04-30
0012016-10-01DEBBIE SHEFFIELD2018-04-30 DEBBIE SHEFFIELD2018-04-30
0012015-10-01LINDSAY PARKER2017-01-10 LINDSAY PARKER2017-01-10
0012014-10-01LINDSAY PARKER2016-02-05 LINDSAY PARKER2016-02-05
0012013-10-01LINDSAY PARKER2015-02-03
0012012-10-01HAL ONEIL
0012011-10-01HAL ONEIL
0012009-10-01VINSEN FARIS, EXEC. DIR.

Plan Statistics for EMPLOYEE BENEFIT PLAN OF MEALS-ON-WHEELS OF JOHNSON AND ELLIS COUNTIES

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF MEALS-ON-WHEELS OF JOHNSON AND ELLIS COUNTIES

Measure Date Value
2012: EMPLOYEE BENEFIT PLAN OF MEALS-ON-WHEELS OF JOHNSON AND ELLIS COUNTIES 2012 401k membership
Total participants, beginning-of-year2012-10-0113
Total number of active participants reported on line 7a of the Form 55002012-10-0112
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-012
Total of all active and inactive participants2012-10-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-0114
Number of participants with account balances2012-10-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: EMPLOYEE BENEFIT PLAN OF MEALS-ON-WHEELS OF JOHNSON AND ELLIS COUNTIES 2011 401k membership
Total participants, beginning-of-year2011-10-0114
Total number of active participants reported on line 7a of the Form 55002011-10-0112
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-011
Total of all active and inactive participants2011-10-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-0113
Number of participants with account balances2011-10-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-011
Number of employers contributing to the scheme2011-10-010
2009: EMPLOYEE BENEFIT PLAN OF MEALS-ON-WHEELS OF JOHNSON AND ELLIS COUNTIES 2009 401k membership
Total participants, beginning-of-year2009-10-019
Total number of active participants reported on line 7a of the Form 55002009-10-0110
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-012
Total of all active and inactive participants2009-10-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-0112
Number of participants with account balances2009-10-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-011

Financial Data on EMPLOYEE BENEFIT PLAN OF MEALS-ON-WHEELS OF JOHNSON AND ELLIS COUNTIES

Measure Date Value
2013 : EMPLOYEE BENEFIT PLAN OF MEALS-ON-WHEELS OF JOHNSON AND ELLIS COUNTIES 2013 401k financial data
Total income from all sources2013-09-30$56,719
Total plan assets at end of year2013-09-30$261,394
Total plan assets at beginning of year2013-09-30$204,675
Total contributions received or receivable from participants2013-09-30$12,241
Other income received2013-09-30$32,302
Net income (gross income less expenses)2013-09-30$56,719
Net plan assets at end of year (total assets less liabilities)2013-09-30$261,394
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$204,675
Total contributions received or receivable from employer(s)2013-09-30$12,176
2012 : EMPLOYEE BENEFIT PLAN OF MEALS-ON-WHEELS OF JOHNSON AND ELLIS COUNTIES 2012 401k financial data
Total income from all sources2012-09-30$38,739
Total plan assets at end of year2012-09-30$204,675
Total plan assets at beginning of year2012-09-30$165,936
Total contributions received or receivable from participants2012-09-30$13,675
Other income received2012-09-30$11,395
Net income (gross income less expenses)2012-09-30$38,739
Net plan assets at end of year (total assets less liabilities)2012-09-30$204,675
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$165,936
Total contributions received or receivable from employer(s)2012-09-30$13,669
2011 : EMPLOYEE BENEFIT PLAN OF MEALS-ON-WHEELS OF JOHNSON AND ELLIS COUNTIES 2011 401k financial data
Total income from all sources2011-09-30$17,950
Total plan assets at end of year2011-09-30$165,936
Total plan assets at beginning of year2011-09-30$147,986
Total contributions received or receivable from participants2011-09-30$12,050
Other income received2011-09-30$-6,150
Net income (gross income less expenses)2011-09-30$17,950
Net plan assets at end of year (total assets less liabilities)2011-09-30$165,936
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$147,986
Assets. Value of participant loans2011-09-30$0
Total contributions received or receivable from employer(s)2011-09-30$12,050

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF MEALS-ON-WHEELS OF JOHNSON AND ELLIS COUNTIES

2012: EMPLOYEE BENEFIT PLAN OF MEALS-ON-WHEELS OF JOHNSON AND ELLIS COUNTIES 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan benefit arrangement – InsuranceYes
2011: EMPLOYEE BENEFIT PLAN OF MEALS-ON-WHEELS OF JOHNSON AND ELLIS COUNTIES 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan benefit arrangement – InsuranceYes
2009: EMPLOYEE BENEFIT PLAN OF MEALS-ON-WHEELS OF JOHNSON AND ELLIS COUNTIES 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan 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 number055200-H
Policy instance 1
Insurance contract or identification number055200-H
Number of Individuals Covered14
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of fees paid to insurance companyUSD $86
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees86
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker name
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055200-H
Policy instance 1
Insurance contract or identification number055200-H
Number of Individuals Covered13
Insurance policy start date2011-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $61
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number055200-H
Policy instance 1
Insurance contract or identification number055200-H
Number of Individuals Covered14
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $83
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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