401k Plan data: OEA CHOICE TRUST 401(K) PLAN plan

OEA CHOICE TRUST 401(K) PLAN 401k Plan overview

Plan Name	OEA CHOICE TRUST 401(K) PLAN
Plan identification number	002

OEA CHOICE TRUST 401(K) PLAN Benefits

401k Plan Type

Defined 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 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.

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 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-07-01 LAUREN BOOTH 2024-04-15
002 2021-07-01 LAUREN BOOTH 2023-02-23
002 2020-07-01 HOLLY SPRUANCE 2021-09-28
002 2019-07-01 HOLLY SPRUANCE 2020-09-30
002 2018-07-01 HOLLY SPRUANCE 2019-09-18
002 2017-07-01 HOLLY SPRUANCE 2018-08-22
002 2016-07-01 HOLLY SPRUANCE 2017-09-19
002 2015-07-01 HOLLY R SPRUANCE 2016-09-14
002 2014-07-01 HOLLY R SPRUANCE 2016-01-27
002 2013-07-01 HOLLY R SPRUANCE 2014-08-19
002 2012-07-01 JAMIE A MARCY 2013-10-23
002 2011-07-01 JAMIE A MARCY 2013-03-05
002 2010-07-01 JAMIE A MARCY 2012-02-15 STEVE H MCNANNAY 2012-02-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-07-01	LAUREN BOOTH	2024-04-15
002	2021-07-01	LAUREN BOOTH	2023-02-23
002	2020-07-01	HOLLY SPRUANCE	2021-09-28
002	2019-07-01	HOLLY SPRUANCE	2020-09-30
002	2018-07-01	HOLLY SPRUANCE	2019-09-18
002	2017-07-01	HOLLY SPRUANCE	2018-08-22
002	2016-07-01	HOLLY SPRUANCE	2017-09-19
002	2015-07-01	HOLLY R SPRUANCE	2016-09-14
002	2014-07-01	HOLLY R SPRUANCE	2016-01-27
002	2013-07-01	HOLLY R SPRUANCE	2014-08-19
002	2012-07-01	JAMIE A MARCY	2013-10-23
002	2011-07-01	JAMIE A MARCY	2013-03-05
002	2010-07-01	JAMIE A MARCY	2012-02-15	STEVE H MCNANNAY	2012-02-15

Financial Data on OEA CHOICE TRUST 401(K) PLAN

Measure	Date	Value
2025 : OEA CHOICE TRUST 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-02-18	0
Total liabilities as of the end of the plan year	2025-02-18	0
Total liabilities as of the beginning of the plan year	2025-02-18	0
Total expenses incurred by plan in this plan year	2025-02-18	108499
Net assets as of the end of the plan year	2025-02-18	723968
Total assets as of the beginning of the plan year	2025-02-18	668560
Value of plan covered by a fidelity bond	2025-02-18	175000
Participant contributions to plan in this plan year	2025-02-18	40354
Other expenses paid from plan in this plan year	2025-02-18	0
Other contributions to plan in this plan year	2025-02-18	0
Other income to plan in this plan year	2025-02-18	94396
Plan net income in this plan year	2025-02-18	55408
Net assets as of the end of the plan year	2025-02-18	723968
Net assets as of the beginning of the plan year	2025-02-18	668560
Employer contributions to plan in this plan year	2025-02-18	29157
Expensese paid to adminstrative service provicers from plan in this plan year	2025-02-18	3346
2023 : OEA CHOICE TRUST 401(K) PLAN 2023 401k financial data
Total liabilities as of the end of the plan year	2023-02-23	0
Total liabilities as of the beginning of the plan year	2023-02-23	0
Total expenses incurred by plan in this plan year	2023-02-23	1487040
Net assets as of the end of the plan year	2023-02-23	521923
Total assets as of the beginning of the plan year	2023-02-23	1960194
Value of plan covered by a fidelity bond	2023-02-23	150000
Participant contributions to plan in this plan year	2023-02-23	63888
Other income to plan in this plan year	2023-02-23	-70722
Plan net income in this plan year	2023-02-23	-1438271
Net assets as of the end of the plan year	2023-02-23	521923
Net assets as of the beginning of the plan year	2023-02-23	1960194
Employer contributions to plan in this plan year	2023-02-23	55603
Expensese paid to adminstrative service provicers from plan in this plan year	2023-02-23	6231

Potentially related plans

OEA CHOICE TRUST [EIN = 930243443]

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