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OEA CHOICE TRUST RETIREMENT PLAN 401k Plan overview

Plan NameOEA CHOICE TRUST RETIREMENT PLAN
Plan identification number 001

OEA CHOICE TRUST RETIREMENT 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).
  • Money purchase (other than target benefit)
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.

401k Sponsoring company profile

OEA CHOICE TRUST has sponsored the creation of one or more 401k plans.

Company Name:OEA CHOICE TRUST
Employer identification number (EIN):930763726
NAIC Classification:524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OEA CHOICE TRUST RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01LAUREN BOOTH2024-04-15
0012021-07-01LAUREN BOOTH2023-02-23
0012020-07-01HOLLY R SPRUANCE2021-09-28
0012019-07-01HOLLY R SPRUANCE2020-09-30
0012018-07-01HOLLY R SPRUANCE2019-09-18
0012017-07-01HOLLY R SPRUANCE2018-08-22
0012017-07-01HOLLY R SPRUANCE2019-09-18
0012016-07-01HOLLY R SPRUANCE2017-09-19
0012015-07-01HOLLY R SPRUANCE2016-09-14
0012014-07-01HOLLY R SPRUANCE2016-03-03
0012013-07-01HOLLY R SPRUANCE2014-08-19
0012012-07-01JAMIE A MARCY2013-10-23
0012011-07-01JAMIE A MARCY2013-03-05
0012010-07-01JAMIE A MARCY2012-02-15 STEVE H MCNANNAY2012-02-15

Financial Data on OEA CHOICE TRUST RETIREMENT PLAN

Measure Date Value
2025 : OEA CHOICE TRUST RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-02-180
Total liabilities as of the end of the plan year2025-02-180
Total liabilities as of the beginning of the plan year2025-02-180
Total expenses incurred by plan in this plan year2025-02-18109882
Net assets as of the end of the plan year2025-02-181109723
Total assets as of the beginning of the plan year2025-02-18986327
Value of plan covered by a fidelity bond2025-02-18250000
Participant contributions to plan in this plan year2025-02-180
Other expenses paid from plan in this plan year2025-02-180
Other contributions to plan in this plan year2025-02-180
Other income to plan in this plan year2025-02-18156556
Plan net income in this plan year2025-02-18123396
Net assets as of the end of the plan year2025-02-181109723
Net assets as of the beginning of the plan year2025-02-18986327
Employer contributions to plan in this plan year2025-02-1876722
Expensese paid to adminstrative service provicers from plan in this plan year2025-02-184392

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