| Plan Name | EMPLOYEE BENEFIT PLAN OF SENIOR RESOURCE DEVELOPMENT AGENCY, PUEBLO, INC. |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| 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.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | JENNIFER MCKENZIE | 2024-07-30 | ||
| 002 | 2022-01-01 | SARAH LOWELL | 2023-06-15 | ||
| 002 | 2021-01-01 | TARA MORROW | 2022-10-12 | ||
| 002 | 2020-01-01 | STEPHEN NAWROCKI | 2021-06-23 | ||
| 002 | 2019-01-01 | STEPHEN NAWROCKI | 2020-06-01 | ||
| 002 | 2018-01-01 | STEPHEN G. NAWROCKI | 2019-05-30 | ||
| 002 | 2017-01-01 | STEPHEN G. NAWROCKI | 2018-06-05 | STEPHEN G. NAWROCKI | 2018-06-05 |
| 002 | 2016-01-01 | STEPHEN G. NAWROCKI | 2017-06-05 | STEPHEN G. NAWROCKI | 2017-06-05 |
| 002 | 2015-01-01 | STEPHEN G. NAWROCKI | 2016-05-18 | STEPHEN G. NAWROCKI | 2016-05-18 |
| 002 | 2014-01-01 | STEPHEN G. NAWROCKI | 2015-06-04 | STEPHEN G. NAWROCKI | 2015-06-04 |
| 002 | 2013-01-01 | STEPHEN G. NAWROCKI | 2014-06-12 | STEPHEN G. NAWROCKI | 2014-06-12 |
| 002 | 2012-01-01 | STEPHEN G. NAWROCKI | 2013-07-22 | STEPHEN G. NAWROCKI | 2013-07-22 |
| 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 year | 2025-10-09 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-09 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-09 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-09 | 33738 |
| Net assets as of the end of the plan year | 2025-10-09 | 1576221 |
| Total assets as of the beginning of the plan year | 2025-10-09 | 1246782 |
| Value of plan covered by a fidelity bond | 2025-10-09 | 200000 |
| Participant contributions to plan in this plan year | 2025-10-09 | 111580 |
| Other expenses paid from plan in this plan year | 2025-10-09 | 0 |
| Other contributions to plan in this plan year | 2025-10-09 | 0 |
| Other income to plan in this plan year | 2025-10-09 | 166139 |
| Plan net income in this plan year | 2025-10-09 | 329439 |
| Net assets as of the end of the plan year | 2025-10-09 | 1576221 |
| Net assets as of the beginning of the plan year | 2025-10-09 | 1246782 |
| Employer contributions to plan in this plan year | 2025-10-09 | 85458 |
| Fees paid to broker by Benefit Provider | 2025-10-09 | 351 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-09 | 174 |
| 2024 : EMPLOYEE BENEFIT PLAN OF SENIOR RESOURCE DEVELOPMENT AGENCY, PUEBLO, INC. 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-07-30 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-30 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-30 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-30 | 36977 |
| Net assets as of the end of the plan year | 2024-07-30 | 1246782 |
| Total assets as of the beginning of the plan year | 2024-07-30 | 956203 |
| Value of plan covered by a fidelity bond | 2024-07-30 | 200000 |
| Participant contributions to plan in this plan year | 2024-07-30 | 95928 |
| Other expenses paid from plan in this plan year | 2024-07-30 | 0 |
| Other contributions to plan in this plan year | 2024-07-30 | 0 |
| Other income to plan in this plan year | 2024-07-30 | 154170 |
| Plan net income in this plan year | 2024-07-30 | 290579 |
| Net assets as of the end of the plan year | 2024-07-30 | 1246782 |
| Net assets as of the beginning of the plan year | 2024-07-30 | 956203 |
| Employer contributions to plan in this plan year | 2024-07-30 | 77458 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-30 | 145 |