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NORTH CAROLINA FOLK FESTIVAL 403(B) PLAN 401k Plan overview

Plan NameNORTH CAROLINA FOLK FESTIVAL 403(B) PLAN
Plan identification number 001

NORTH CAROLINA FOLK FESTIVAL 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 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

NORTH CAROLINA FOLK & HERITAGE FESTIVAL has sponsored the creation of one or more 401k plans.

Company Name:NORTH CAROLINA FOLK & HERITAGE FESTIVAL
Employer identification number (EIN):824363298
NAIC Classification:711300
NAIC Description: Promoters of Performing Arts, Sports, and Similar Events

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH CAROLINA FOLK FESTIVAL 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JODEE RUPPEL2024-09-25 JODEE RUPPEL2024-09-25
0012022-01-01AMY GROSSMANN2023-10-19
0012021-01-01ETHAN LODICS2022-07-29 AMY GROSSMANN2022-07-28
0012020-02-01ETHAN LODICS2021-10-11 AMY GROSSMANN2021-10-11

Plan Statistics for NORTH CAROLINA FOLK FESTIVAL 403(B) PLAN

401k plan membership statisitcs for NORTH CAROLINA FOLK FESTIVAL 403(B) PLAN

Measure Date Value
2025: NORTH CAROLINA FOLK FESTIVAL 403(B) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-08-074
Total number of particpants at end of year2025-08-073
Number of Participants With Account Balances2025-08-071
2024: NORTH CAROLINA FOLK FESTIVAL 403(B) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-255
Total number of particpants at end of year2024-09-254
Number of Participants With Account Balances2024-09-252
2022: NORTH CAROLINA FOLK FESTIVAL 403(B) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-07-294
Total number of particpants at end of year2022-07-295
Number of Participants With Account Balances2022-07-292

Financial Data on NORTH CAROLINA FOLK FESTIVAL 403(B) PLAN

Measure Date Value
2025 : NORTH CAROLINA FOLK FESTIVAL 403(B) PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-08-070
Total expenses incurred by plan in this plan year2025-08-0714082
Net assets as of the end of the plan year2025-08-072068
Total assets as of the beginning of the plan year2025-08-0715504
Value of plan covered by a fidelity bond2025-08-0710000
Other income to plan in this plan year2025-08-07646
Plan net income in this plan year2025-08-07-13436
Net assets as of the end of the plan year2025-08-072068
Net assets as of the beginning of the plan year2025-08-0715504
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-0730
2024 : NORTH CAROLINA FOLK FESTIVAL 403(B) PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-09-250
Total expenses incurred by plan in this plan year2024-09-250
Net assets as of the end of the plan year2024-09-2515504
Total assets as of the beginning of the plan year2024-09-2513010
Other income to plan in this plan year2024-09-252494
Plan net income in this plan year2024-09-252494
Net assets as of the end of the plan year2024-09-2515504
Net assets as of the beginning of the plan year2024-09-2513010
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-250
2022 : NORTH CAROLINA FOLK FESTIVAL 403(B) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-290
Net assets as of the end of the plan year2022-07-2914999
Total assets as of the beginning of the plan year2022-07-298548
Participant contributions to plan in this plan year2022-07-294800
Other income to plan in this plan year2022-07-291651
Plan net income in this plan year2022-07-296451
Net assets as of the end of the plan year2022-07-2914999
Net assets as of the beginning of the plan year2022-07-298548

Potentially related plans

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