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COMM. ON ECON.OPP. OF LUZERN TAX SHELTERED AN NUITY 401k Plan overview

Plan NameCOMM. ON ECON.OPP. OF LUZERN TAX SHELTERED AN NUITY
Plan identification number 002

COMM. ON ECON.OPP. OF LUZERN TAX SHELTERED AN NUITY 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE has sponsored the creation of one or more 401k plans.

Company Name:COMMISSION ON ECONOMIC OPPORTUNITY OF LUZERNE
Employer identification number (EIN):231653093
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMM. ON ECON.OPP. OF LUZERN TAX SHELTERED AN NUITY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01CATHERINE MATALONIS2024-10-09 CATHERINE MATALONIS2024-10-09
0022021-01-01EUGENE BRADY2022-10-17 EUGENE BRADY2022-10-17
0022021-01-01EUGENE BRADY2022-10-17 EUGENE BRADY2022-10-17
0022019-01-01EUGENE BRADY2020-07-29 EUGENE BRADY2020-07-29
0022018-01-01EUGENE BRADY2019-07-11 EUGENE BRADY2019-07-11
0022017-01-01EUGENE BRADY2018-07-31 EUGENE BRADY2018-07-31
0022016-01-01EUGENE BRADY2017-06-26 EUGENE BRADY2017-06-26
0022015-01-01EUGENE BRADY2016-07-28 EUGENE BRADY2016-07-28
0022013-01-01EUGENE BRADY2014-07-17 EUGENE BRADY2014-07-17
0022012-01-01EUGENE BRADY2013-07-25 EUGENE BRADY2013-07-25
0022011-01-01EUGENE BRADY2012-07-27 EUGENE BRADY2012-07-27
0022010-01-01EUGENE BRADY2011-07-28 EUGENE BRADY2011-07-28

Plan Statistics for COMM. ON ECON.OPP. OF LUZERN TAX SHELTERED AN NUITY

401k plan membership statisitcs for COMM. ON ECON.OPP. OF LUZERN TAX SHELTERED AN NUITY

Measure Date Value
2025: COMM. ON ECON.OPP. OF LUZERN TAX SHELTERED AN NUITY 2025 401k membership
Total number of particpants at beginning of year2025-09-03115
Total number of particpants at end of year2025-09-03102
Number of Participants With Account Balances2025-09-0398
2024: COMM. ON ECON.OPP. OF LUZERN TAX SHELTERED AN NUITY 2024 401k membership
Total number of particpants at beginning of year2024-10-09114
Total number of particpants at end of year2024-10-09104
Number of Participants With Account Balances2024-10-0996

Financial Data on COMM. ON ECON.OPP. OF LUZERN TAX SHELTERED AN NUITY

Measure Date Value
2025 : COMM. ON ECON.OPP. OF LUZERN TAX SHELTERED AN NUITY 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-030
Total liabilities as of the end of the plan year2025-09-030
Total liabilities as of the beginning of the plan year2025-09-030
Total expenses incurred by plan in this plan year2025-09-03151521
Net assets as of the end of the plan year2025-09-035378825
Total assets as of the beginning of the plan year2025-09-034539795
Value of plan covered by a fidelity bond2025-09-037000000
Participant contributions to plan in this plan year2025-09-03264489
Value of participant loans at end of plan year2025-09-03147096
Other expenses paid from plan in this plan year2025-09-030
Other contributions to plan in this plan year2025-09-03853
Other income to plan in this plan year2025-09-03725209
Plan net income in this plan year2025-09-03839030
Net assets as of the end of the plan year2025-09-035378825
Net assets as of the beginning of the plan year2025-09-034539795
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-032838
2024 : COMM. ON ECON.OPP. OF LUZERN TAX SHELTERED AN NUITY 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-090
Total liabilities as of the end of the plan year2024-10-090
Total liabilities as of the beginning of the plan year2024-10-090
Total expenses incurred by plan in this plan year2024-10-091091460
Net assets as of the end of the plan year2024-10-094539795
Total assets as of the beginning of the plan year2024-10-094678222
Value of plan covered by a fidelity bond2024-10-097000000
Participant contributions to plan in this plan year2024-10-09256539
Value of participant loans at end of plan year2024-10-0987997
Other expenses paid from plan in this plan year2024-10-090
Other contributions to plan in this plan year2024-10-090
Other income to plan in this plan year2024-10-09696494
Plan net income in this plan year2024-10-09-138427
Net assets as of the end of the plan year2024-10-094539795
Net assets as of the beginning of the plan year2024-10-094678222
Value of contributions failed to transmitted timely2024-10-093393
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-092649

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