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LEHIGH VALLEY WORKFORCE INVESTMENT BOARD 401(K) PLAN 401k Plan overview

Plan NameLEHIGH VALLEY WORKFORCE INVESTMENT BOARD 401(K) PLAN
Plan identification number 001

LEHIGH VALLEY WORKFORCE INVESTMENT BOARD 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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.
  • 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

LEHIGH VALLEY WORKFORCE INVESTMENT BOARD, INC. has sponsored the creation of one or more 401k plans.

Company Name:LEHIGH VALLEY WORKFORCE INVESTMENT BOARD, INC.
Employer identification number (EIN):770699991
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEHIGH VALLEY WORKFORCE INVESTMENT BOARD 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01NANCY DISCHINAT2024-07-18
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01NANCY DISCHINAT2015-06-03
0012013-01-01NANCY DISCHINAT2014-09-04
0012012-01-01NANCY DISCHINAT2013-06-18 NANCY DISCHINAT2013-06-18
0012011-10-01NANCY DISCHINAT2012-07-20

Financial Data on LEHIGH VALLEY WORKFORCE INVESTMENT BOARD 401(K) PLAN

Measure Date Value
2025 : LEHIGH VALLEY WORKFORCE INVESTMENT BOARD 401(K) PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-05-293128
Total liabilities as of the beginning of the plan year2025-05-290
Total expenses incurred by plan in this plan year2025-05-2912518
Net assets as of the end of the plan year2025-05-292899352
Total assets as of the beginning of the plan year2025-05-292514891
Value of plan covered by a fidelity bond2025-05-29500000
Participant contributions to plan in this plan year2025-05-2995133
Value of participant loans at end of plan year2025-05-2914112
Other contributions to plan in this plan year2025-05-29535
Other income to plan in this plan year2025-05-29260074
Plan net income in this plan year2025-05-29381333
Net assets as of the end of the plan year2025-05-292896224
Net assets as of the beginning of the plan year2025-05-292514891
Employer contributions to plan in this plan year2025-05-2938109
Fees paid to broker by Benefit Provider2025-05-2946
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-2912518
Total liabilities as of the end of the plan year2025-04-163351
Total liabilities as of the beginning of the plan year2025-04-160
Total expenses incurred by plan in this plan year2025-04-1612518
Net assets as of the end of the plan year2025-04-162899352
Total assets as of the beginning of the plan year2025-04-162514891
Value of plan covered by a fidelity bond2025-04-16500000
Participant contributions to plan in this plan year2025-04-1695133
Value of participant loans at end of plan year2025-04-1614112
Other contributions to plan in this plan year2025-04-16535
Other income to plan in this plan year2025-04-16260074
Plan net income in this plan year2025-04-16381110
Net assets as of the end of the plan year2025-04-162896001
Net assets as of the beginning of the plan year2025-04-162514891
Employer contributions to plan in this plan year2025-04-1637886
Fees paid to broker by Benefit Provider2025-04-1646
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-1612518
2024 : LEHIGH VALLEY WORKFORCE INVESTMENT BOARD 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-1841417
Net assets as of the end of the plan year2024-07-182514891
Total assets as of the beginning of the plan year2024-07-182109483
Value of plan covered by a fidelity bond2024-07-18500000
Participant contributions to plan in this plan year2024-07-18109175
Value of participant loans at end of plan year2024-07-1812600
Other income to plan in this plan year2024-07-18297681
Plan net income in this plan year2024-07-18405408
Net assets as of the end of the plan year2024-07-182514891
Net assets as of the beginning of the plan year2024-07-182109483
Employer contributions to plan in this plan year2024-07-1839969
Fees paid to broker by Benefit Provider2024-07-1835
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-1810167

Potentially related plans

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