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TAX DEFERRED ANNUITY PLAN OF COMMUNITY ACTION OF VENTURA COUNTY, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF COMMUNITY ACTION OF VENTURA COUNTY, INC.
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF COMMUNITY ACTION OF VENTURA COUNTY, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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 OF VENTURA COUNTY, INC. has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY ACTION OF VENTURA COUNTY, INC.
Employer identification number (EIN):952408644
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF COMMUNITY ACTION OF VENTURA COUNTY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01YVONNE MEJIA2024-09-23
0022022-01-01YVONNE MEJIA2023-07-20
0022021-01-01CARLEY RUSSELL2022-07-20
0022020-01-01CARLEY RUSSELL2021-07-29
0022019-01-01FE DELEON2020-07-31
0022018-01-01FE DELEON2019-07-19
0022017-01-01CHARLENE VAN SLAMBROUCK2018-04-16 CHARLENE VAN SLAMBROUCK2018-04-16
0022016-01-01FE DE LEON2017-09-28 FE DE LEON2017-09-28
0022015-01-01MICHELINE MORET2016-07-06 MICHELINE MORET2016-07-06
0022014-01-01MICHELINE MORET2015-06-05 MICHELINE MORET2015-06-05
0022013-01-01MICHELINE MORET2014-06-13 MICHELINE MORET2014-06-13
0022012-01-01MICHELINE MORET2013-10-10 MICHELINE MORET2013-10-10
0022011-01-01GWEN JACKSON-WILLIAMS2012-07-18 GWEN JACKSON-WILLIAMS2012-07-18
0022010-01-01GWEN JACKSON-WILLIAMS2011-07-15 GWEN JACKSON-WILLIAMS2011-07-15

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF COMMUNITY ACTION OF VENTURA COUNTY, INC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF COMMUNITY ACTION OF VENTURA COUNTY, INC.

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF COMMUNITY ACTION OF VENTURA COUNTY, INC. 2025 401k membership
Total number of particpants at beginning of year2025-08-1114
Total number of particpants at end of year2025-08-1114
Number of Participants With Account Balances2025-08-1111
2024: TAX DEFERRED ANNUITY PLAN OF COMMUNITY ACTION OF VENTURA COUNTY, INC. 2024 401k membership
Total number of particpants at beginning of year2024-09-2315
Total number of particpants at end of year2024-09-2314
Number of Participants With Account Balances2024-09-2311

Financial Data on TAX DEFERRED ANNUITY PLAN OF COMMUNITY ACTION OF VENTURA COUNTY, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF COMMUNITY ACTION OF VENTURA COUNTY, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-110
Total liabilities as of the end of the plan year2025-08-110
Total liabilities as of the beginning of the plan year2025-08-110
Total expenses incurred by plan in this plan year2025-08-119107
Net assets as of the end of the plan year2025-08-11351843
Total assets as of the beginning of the plan year2025-08-11255759
Value of plan covered by a fidelity bond2025-08-11100000
Participant contributions to plan in this plan year2025-08-110
Other expenses paid from plan in this plan year2025-08-110
Other contributions to plan in this plan year2025-08-1162436
Other income to plan in this plan year2025-08-1142755
Plan net income in this plan year2025-08-1196084
Net assets as of the end of the plan year2025-08-11351843
Net assets as of the beginning of the plan year2025-08-11255759
Employer contributions to plan in this plan year2025-08-110
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-1168
2024 : TAX DEFERRED ANNUITY PLAN OF COMMUNITY ACTION OF VENTURA COUNTY, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-230
Total liabilities as of the end of the plan year2024-09-230
Total liabilities as of the beginning of the plan year2024-09-230
Total expenses incurred by plan in this plan year2024-09-2319947
Net assets as of the end of the plan year2024-09-23255759
Total assets as of the beginning of the plan year2024-09-23237444
Value of plan covered by a fidelity bond2024-09-23100000
Participant contributions to plan in this plan year2024-09-230
Other expenses paid from plan in this plan year2024-09-230
Other contributions to plan in this plan year2024-09-230
Other income to plan in this plan year2024-09-2338262
Plan net income in this plan year2024-09-2318315
Net assets as of the end of the plan year2024-09-23255759
Net assets as of the beginning of the plan year2024-09-23237444
Employer contributions to plan in this plan year2024-09-230
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-2335

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