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403(B) THRIFT PLAN OF COMMUNITY ACTION HUMAN RESOURCES AGENCY 401k Plan overview

Plan Name403(B) THRIFT PLAN OF COMMUNITY ACTION HUMAN RESOURCES AGENCY
Plan identification number 002

403(B) THRIFT PLAN OF COMMUNITY ACTION HUMAN RESOURCES AGENCY 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 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

COMMUNITY ACTION HUMAN RESOURCES AG ENCY has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY ACTION HUMAN RESOURCES AG ENCY
Employer identification number (EIN):860397693
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF COMMUNITY ACTION HUMAN RESOURCES AGENCY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01ELAINE LAMM2024-08-01
0022022-01-01ELAINE LAMM2023-07-07
0022021-01-01ELAINE LAMM2023-02-09
0022020-01-01ELAINE LAMM2021-07-15
0022019-01-01ELAINE LAMM2020-07-30
0022018-01-01KATHY HENKEL2019-07-29 KATHY HENKEL2019-07-29
0022017-01-01KATHY HENKEL2018-07-26 KATHY HENKEL2018-07-26
0022016-01-01KATHY HENKEL2017-07-21 KATHY HENKEL2017-07-21
0022015-01-01KATHY HENKEL2016-07-21 KATHY HENKEL2016-07-21
0022014-01-01KATHY HENKEL2015-07-14 KATHY HENKEL2015-07-14
0022013-01-01KATHY HENKEL2014-07-22 KATHY HENKEL2014-07-22
0022012-01-01KATHY HENKEL2013-07-24 KATHY HENKEL2013-07-24
0022011-01-01KATHY HENKEL2012-06-19 KATHY HENKEL2012-06-19
0022010-01-01KATHY HENKEL2011-06-21 KATHY HENKEL2011-06-21

Financial Data on 403(B) THRIFT PLAN OF COMMUNITY ACTION HUMAN RESOURCES AGENCY

Measure Date Value
2025 : 403(B) THRIFT PLAN OF COMMUNITY ACTION HUMAN RESOURCES AGENCY 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-080
Total liabilities as of the end of the plan year2025-10-080
Total liabilities as of the beginning of the plan year2025-10-080
Total expenses incurred by plan in this plan year2025-10-0822322
Net assets as of the end of the plan year2025-10-08472072
Total assets as of the beginning of the plan year2025-10-08424342
Value of plan covered by a fidelity bond2025-10-0850000
Participant contributions to plan in this plan year2025-10-0816820
Other expenses paid from plan in this plan year2025-10-080
Other contributions to plan in this plan year2025-10-080
Other income to plan in this plan year2025-10-0837487
Plan net income in this plan year2025-10-0847730
Net assets as of the end of the plan year2025-10-08472072
Net assets as of the beginning of the plan year2025-10-08424342
Employer contributions to plan in this plan year2025-10-0815745
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-08186
2024 : 403(B) THRIFT PLAN OF COMMUNITY ACTION HUMAN RESOURCES AGENCY 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-010
Total liabilities as of the end of the plan year2024-08-010
Total liabilities as of the beginning of the plan year2024-08-010
Total expenses incurred by plan in this plan year2024-08-0179236
Net assets as of the end of the plan year2024-08-01380738
Total assets as of the beginning of the plan year2024-08-01381016
Value of plan covered by a fidelity bond2024-08-01200000
Participant contributions to plan in this plan year2024-08-0123100
Other expenses paid from plan in this plan year2024-08-010
Other contributions to plan in this plan year2024-08-010
Other income to plan in this plan year2024-08-0138925
Plan net income in this plan year2024-08-01-278
Net assets as of the end of the plan year2024-08-01380738
Net assets as of the beginning of the plan year2024-08-01381016
Employer contributions to plan in this plan year2024-08-0116933
Fees paid to broker by Benefit Provider2024-08-0151
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-0177
2023 : 403(B) THRIFT PLAN OF COMMUNITY ACTION HUMAN RESOURCES AGENCY 2023 401k financial data
Total transfers to/from plan in this plan year2023-02-090
Total liabilities as of the end of the plan year2023-02-090
Total liabilities as of the beginning of the plan year2023-02-090
Total expenses incurred by plan in this plan year2023-02-0947599
Net assets as of the end of the plan year2023-02-09492728
Total assets as of the beginning of the plan year2023-02-09456134
Value of plan covered by a fidelity bond2023-02-09169000
Participant contributions to plan in this plan year2023-02-0925005
Value of participant loans at end of plan year2023-02-0912534
Other expenses paid from plan in this plan year2023-02-09273
Other contributions to plan in this plan year2023-02-090
Other income to plan in this plan year2023-02-0943085
Plan net income in this plan year2023-02-0936594
Net assets as of the end of the plan year2023-02-09492728
Net assets as of the beginning of the plan year2023-02-09456134
Employer contributions to plan in this plan year2023-02-0916103
Fees paid to broker by Benefit Provider2023-02-09155

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