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EMPLOYEE BENEFIT PLAN OF SENIOR RESOURCE DEVELOPMENT AGENCY, PUEBLO, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF SENIOR RESOURCE DEVELOPMENT AGENCY, PUEBLO, INC.
Plan identification number 002

EMPLOYEE BENEFIT PLAN OF SENIOR RESOURCE DEVELOPMENT AGENCY, PUEBLO, INC. 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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

SENIOR RESOURCE DEVELOPMENT AGENCY, PUEBLO, INC. has sponsored the creation of one or more 401k plans.

Company Name:SENIOR RESOURCE DEVELOPMENT AGENCY, PUEBLO, INC.
Employer identification number (EIN):840593609
NAIC Classification:624200

Additional information about SENIOR RESOURCE DEVELOPMENT AGENCY, PUEBLO, INC.

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 1971-01-12
Company Identification Number: 19871244746
Legal Registered Office Address: 230 N Union Ave

Pueblo
United States of America (USA)
81003

More information about SENIOR RESOURCE DEVELOPMENT AGENCY, PUEBLO, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF SENIOR RESOURCE DEVELOPMENT AGENCY, PUEBLO, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01JENNIFER MCKENZIE2024-07-30
0022022-01-01SARAH LOWELL2023-06-15
0022021-01-01TARA MORROW2022-10-12
0022020-01-01STEPHEN NAWROCKI2021-06-23
0022019-01-01STEPHEN NAWROCKI2020-06-01
0022018-01-01STEPHEN G. NAWROCKI2019-05-30
0022017-01-01STEPHEN G. NAWROCKI2018-06-05 STEPHEN G. NAWROCKI2018-06-05
0022016-01-01STEPHEN G. NAWROCKI2017-06-05 STEPHEN G. NAWROCKI2017-06-05
0022015-01-01STEPHEN G. NAWROCKI2016-05-18 STEPHEN G. NAWROCKI2016-05-18
0022014-01-01STEPHEN G. NAWROCKI2015-06-04 STEPHEN G. NAWROCKI2015-06-04
0022013-01-01STEPHEN G. NAWROCKI2014-06-12 STEPHEN G. NAWROCKI2014-06-12
0022012-01-01STEPHEN G. NAWROCKI2013-07-22 STEPHEN G. NAWROCKI2013-07-22

Financial Data on EMPLOYEE BENEFIT PLAN OF SENIOR RESOURCE DEVELOPMENT AGENCY, PUEBLO, INC.

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF SENIOR RESOURCE DEVELOPMENT AGENCY, PUEBLO, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-090
Total liabilities as of the end of the plan year2025-10-090
Total liabilities as of the beginning of the plan year2025-10-090
Total expenses incurred by plan in this plan year2025-10-0933738
Net assets as of the end of the plan year2025-10-091576221
Total assets as of the beginning of the plan year2025-10-091246782
Value of plan covered by a fidelity bond2025-10-09200000
Participant contributions to plan in this plan year2025-10-09111580
Other expenses paid from plan in this plan year2025-10-090
Other contributions to plan in this plan year2025-10-090
Other income to plan in this plan year2025-10-09166139
Plan net income in this plan year2025-10-09329439
Net assets as of the end of the plan year2025-10-091576221
Net assets as of the beginning of the plan year2025-10-091246782
Employer contributions to plan in this plan year2025-10-0985458
Fees paid to broker by Benefit Provider2025-10-09351
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-09174
2024 : EMPLOYEE BENEFIT PLAN OF SENIOR RESOURCE DEVELOPMENT AGENCY, PUEBLO, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-300
Total liabilities as of the end of the plan year2024-07-300
Total liabilities as of the beginning of the plan year2024-07-300
Total expenses incurred by plan in this plan year2024-07-3036977
Net assets as of the end of the plan year2024-07-301246782
Total assets as of the beginning of the plan year2024-07-30956203
Value of plan covered by a fidelity bond2024-07-30200000
Participant contributions to plan in this plan year2024-07-3095928
Other expenses paid from plan in this plan year2024-07-300
Other contributions to plan in this plan year2024-07-300
Other income to plan in this plan year2024-07-30154170
Plan net income in this plan year2024-07-30290579
Net assets as of the end of the plan year2024-07-301246782
Net assets as of the beginning of the plan year2024-07-30956203
Employer contributions to plan in this plan year2024-07-3077458
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-30145

Potentially related plans

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