401k Plan data: CATAWBA COUNTY CHAMBER OF COMMERCE RETIREMENT PLAN plan

CATAWBA COUNTY CHAMBER OF COMMERCE RETIREMENT PLAN 401k Plan overview

Plan Name	CATAWBA COUNTY CHAMBER OF COMMERCE RETIREMENT PLAN
Plan identification number	002

CATAWBA COUNTY CHAMBER OF COMMERCE RETIREMENT 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.
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.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Life insurance

401k Sponsoring company profile

CATAWBA COUNTY CHAMBER OF COMMERCE has sponsored the creation of one or more 401k plans.

Company Name: CATAWBA COUNTY CHAMBER OF COMMERCE

Employer identification number (EIN): 560260533

NAIC Classification: 921000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CATAWBA COUNTY CHAMBER OF COMMERCE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01 LINDSAY KEISLER 2022-08-24
002 2020-01-01 LINDSAY KEISLER 2021-07-07
002 2019-01-01 LINDSAY KEISLER 2020-08-26
002 2018-01-01 LINDSAY KEISLER 2019-08-14
002 2017-01-01 LINDSAY KEISLER 2018-08-31
002 2016-01-01 LINDSAY KEISLER 2017-06-27
002 2015-01-01 GEORGE DANIEL HEARN 2016-05-17 GEORGE DANIEL HEARN 2016-05-17
002 2014-01-01 GEORGE DANIEL HEARN 2015-06-15 GEORGE DANIEL HEARN 2015-06-15
002 2013-01-01 G. DANIEL HEARN 2014-07-01
002 2012-01-01 NANCY YOUNT 2013-07-23
002 2011-01-01 DANIEL HEARN 2012-09-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01	LINDSAY KEISLER	2022-08-24
002	2020-01-01	LINDSAY KEISLER	2021-07-07
002	2019-01-01	LINDSAY KEISLER	2020-08-26
002	2018-01-01	LINDSAY KEISLER	2019-08-14
002	2017-01-01	LINDSAY KEISLER	2018-08-31
002	2016-01-01	LINDSAY KEISLER	2017-06-27
002	2015-01-01	GEORGE DANIEL HEARN	2016-05-17	GEORGE DANIEL HEARN	2016-05-17
002	2014-01-01	GEORGE DANIEL HEARN	2015-06-15	GEORGE DANIEL HEARN	2015-06-15
002	2013-01-01	G. DANIEL HEARN	2014-07-01
002	2012-01-01	NANCY YOUNT	2013-07-23
002	2011-01-01	DANIEL HEARN	2012-09-17

Financial Data on CATAWBA COUNTY CHAMBER OF COMMERCE RETIREMENT PLAN

Measure	Date	Value
2025 : CATAWBA COUNTY CHAMBER OF COMMERCE RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-07-29	0
Total liabilities as of the end of the plan year	2025-07-29	0
Total liabilities as of the beginning of the plan year	2025-07-29	0
Total expenses incurred by plan in this plan year	2025-07-29	1630
Net assets as of the end of the plan year	2025-07-29	472004
Total assets as of the beginning of the plan year	2025-07-29	379605
Value of plan covered by a fidelity bond	2025-07-29	250000
Participant contributions to plan in this plan year	2025-07-29	27714
Other expenses paid from plan in this plan year	2025-07-29	0
Other contributions to plan in this plan year	2025-07-29	0
Other income to plan in this plan year	2025-07-29	54594
Plan net income in this plan year	2025-07-29	92399
Net assets as of the end of the plan year	2025-07-29	472004
Net assets as of the beginning of the plan year	2025-07-29	379605
Employer contributions to plan in this plan year	2025-07-29	11721
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-29	1630
2024 : CATAWBA COUNTY CHAMBER OF COMMERCE RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-09-06	0
Total expenses incurred by plan in this plan year	2024-09-06	820
Net assets as of the end of the plan year	2024-09-06	379605
Total assets as of the beginning of the plan year	2024-09-06	297102
Value of plan covered by a fidelity bond	2024-09-06	100000
Participant contributions to plan in this plan year	2024-09-06	19129
Other expenses paid from plan in this plan year	2024-09-06	0
Other contributions to plan in this plan year	2024-09-06	0
Other income to plan in this plan year	2024-09-06	54105
Plan net income in this plan year	2024-09-06	82503
Net assets as of the end of the plan year	2024-09-06	379605
Net assets as of the beginning of the plan year	2024-09-06	297102
Employer contributions to plan in this plan year	2024-09-06	10089
Expensese paid to adminstrative service provicers from plan in this plan year	2024-09-06	820
2022 : CATAWBA COUNTY CHAMBER OF COMMERCE RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-08-24	20963
Net assets as of the end of the plan year	2022-08-24	328406
Total assets as of the beginning of the plan year	2022-08-24	289282
Value of plan covered by a fidelity bond	2022-08-24	50000
Participant contributions to plan in this plan year	2022-08-24	11828
Other income to plan in this plan year	2022-08-24	41295
Plan net income in this plan year	2022-08-24	39124
Net assets as of the end of the plan year	2022-08-24	328406
Net assets as of the beginning of the plan year	2022-08-24	289282
Employer contributions to plan in this plan year	2022-08-24	6964
Expensese paid to adminstrative service provicers from plan in this plan year	2022-08-24	100

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Company Name:	CATAWBA COUNTY CHAMBER OF COMMERCE
Employer identification number (EIN):	560260533
NAIC Classification:	921000