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CATOOSA UTILITY DISTRICT MONEY PURCHASE PENSION PLAN 401k Plan overview

Plan NameCATOOSA UTILITY DISTRICT MONEY PURCHASE PENSION PLAN
Plan identification number 001

CATOOSA UTILITY DISTRICT MONEY PURCHASE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.

401k Sponsoring company profile

CATOOSA UTILITY DISTRICT has sponsored the creation of one or more 401k plans.

Company Name:CATOOSA UTILITY DISTRICT
Employer identification number (EIN):580672787
NAIC Classification:221300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CATOOSA UTILITY DISTRICT MONEY PURCHASE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-09-01KRISTEN GOULD2024-03-27
0012021-09-01
0012020-09-01
0012019-09-01
0012018-09-01
0012017-09-01ROSA GORDY ROSA GORDY2018-09-17
0012016-09-01ROSA GORDY ROSA GORDY2017-09-25
0012015-09-01ROSA GORDY ROSA GORDY2016-09-19
0012014-09-01ROSA GORDY ROSA GORDY2015-09-17
0012013-09-01ROSA GORDY ROSA GORDY2014-09-16
0012012-09-01ROSA GORDY ROSA GORDY2013-09-04
0012011-09-01ROSA GORDY ROSA GORDY2012-09-12
0012010-09-01ROSA GORDY ROSA GORDY2011-09-08
0012009-09-01ROSA GORDY ROSA GORDY2010-09-09

Financial Data on CATOOSA UTILITY DISTRICT MONEY PURCHASE PENSION PLAN

Measure Date Value
2025 : CATOOSA UTILITY DISTRICT MONEY PURCHASE PENSION PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-03-2855992
Net assets as of the end of the plan year2025-03-282808296
Total assets as of the beginning of the plan year2025-03-282153537
Value of plan covered by a fidelity bond2025-03-28500000
Participant contributions to plan in this plan year2025-03-28137440
Other expenses paid from plan in this plan year2025-03-2875
Other income to plan in this plan year2025-03-28432376
Plan net income in this plan year2025-03-28654759
Net assets as of the end of the plan year2025-03-282808296
Net assets as of the beginning of the plan year2025-03-282153537
Employer contributions to plan in this plan year2025-03-28140935
2021 : CATOOSA UTILITY DISTRICT MONEY PURCHASE PENSION PLAN 2021 401k financial data
Total income from all sources2021-08-31$481,587
Expenses. Total of all expenses incurred2021-08-31$34,244
Benefits paid (including direct rollovers)2021-08-31$34,094
Total plan assets at end of year2021-08-31$2,149,191
Total plan assets at beginning of year2021-08-31$1,701,848
Value of fidelity bond covering the plan2021-08-31$500,000
Total contributions received or receivable from participants2021-08-31$65,112
Expenses. Other expenses not covered elsewhere2021-08-31$150
Other income received2021-08-31$351,903
Net income (gross income less expenses)2021-08-31$447,343
Net plan assets at end of year (total assets less liabilities)2021-08-31$2,149,191
Net plan assets at beginning of year (total assets less liabilities)2021-08-31$1,701,848
Total contributions received or receivable from employer(s)2021-08-31$64,572
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-08-31$0
2020 : CATOOSA UTILITY DISTRICT MONEY PURCHASE PENSION PLAN 2020 401k financial data
Total income from all sources2020-08-31$272,523
Expenses. Total of all expenses incurred2020-08-31$489,013
Benefits paid (including direct rollovers)2020-08-31$489,013
Total plan assets at end of year2020-08-31$1,701,848
Total plan assets at beginning of year2020-08-31$1,918,338
Value of fidelity bond covering the plan2020-08-31$500,000
Total contributions received or receivable from participants2020-08-31$62,876
Other income received2020-08-31$148,163
Net income (gross income less expenses)2020-08-31$-216,490
Net plan assets at end of year (total assets less liabilities)2020-08-31$1,701,848
Net plan assets at beginning of year (total assets less liabilities)2020-08-31$1,918,338
Total contributions received or receivable from employer(s)2020-08-31$61,484
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-08-31$0
2019 : CATOOSA UTILITY DISTRICT MONEY PURCHASE PENSION PLAN 2019 401k financial data
Total income from all sources2019-08-31$227,179
Expenses. Total of all expenses incurred2019-08-31$286,697
Benefits paid (including direct rollovers)2019-08-31$286,697
Total plan assets at end of year2019-08-31$1,918,338
Total plan assets at beginning of year2019-08-31$1,977,856
Value of fidelity bond covering the plan2019-08-31$500,000
Total contributions received or receivable from participants2019-08-31$64,791
Other income received2019-08-31$100,745
Net income (gross income less expenses)2019-08-31$-59,518
Net plan assets at end of year (total assets less liabilities)2019-08-31$1,918,338
Net plan assets at beginning of year (total assets less liabilities)2019-08-31$1,977,856
Total contributions received or receivable from employer(s)2019-08-31$61,643
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-08-31$0
2018 : CATOOSA UTILITY DISTRICT MONEY PURCHASE PENSION PLAN 2018 401k financial data
Total income from all sources2018-08-31$290,933
Expenses. Total of all expenses incurred2018-08-31$202,535
Benefits paid (including direct rollovers)2018-08-31$202,535
Total plan assets at end of year2018-08-31$1,977,856
Total plan assets at beginning of year2018-08-31$1,889,458
Value of fidelity bond covering the plan2018-08-31$225,000
Total contributions received or receivable from participants2018-08-31$72,475
Other income received2018-08-31$148,989
Net income (gross income less expenses)2018-08-31$88,398
Net plan assets at end of year (total assets less liabilities)2018-08-31$1,977,856
Net plan assets at beginning of year (total assets less liabilities)2018-08-31$1,889,458
Total contributions received or receivable from employer(s)2018-08-31$69,469
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-08-31$0
2017 : CATOOSA UTILITY DISTRICT MONEY PURCHASE PENSION PLAN 2017 401k financial data
Total income from all sources2017-08-31$275,810
Expenses. Total of all expenses incurred2017-08-31$224,178
Benefits paid (including direct rollovers)2017-08-31$224,178
Total plan assets at end of year2017-08-31$1,889,458
Total plan assets at beginning of year2017-08-31$1,837,826
Value of fidelity bond covering the plan2017-08-31$200,000
Total contributions received or receivable from participants2017-08-31$66,658
Other income received2017-08-31$143,747
Net income (gross income less expenses)2017-08-31$51,632
Net plan assets at end of year (total assets less liabilities)2017-08-31$1,889,458
Net plan assets at beginning of year (total assets less liabilities)2017-08-31$1,837,826
Total contributions received or receivable from employer(s)2017-08-31$65,405
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-08-31$0
2016 : CATOOSA UTILITY DISTRICT MONEY PURCHASE PENSION PLAN 2016 401k financial data
Total income from all sources2016-08-31$245,229
Expenses. Total of all expenses incurred2016-08-31$71,943
Benefits paid (including direct rollovers)2016-08-31$71,943
Total plan assets at end of year2016-08-31$1,837,826
Total plan assets at beginning of year2016-08-31$1,664,540
Value of fidelity bond covering the plan2016-08-31$200,000
Total contributions received or receivable from participants2016-08-31$70,214
Other income received2016-08-31$104,801
Net income (gross income less expenses)2016-08-31$173,286
Net plan assets at end of year (total assets less liabilities)2016-08-31$1,837,826
Net plan assets at beginning of year (total assets less liabilities)2016-08-31$1,664,540
Total contributions received or receivable from employer(s)2016-08-31$70,214
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-08-31$0
2015 : CATOOSA UTILITY DISTRICT MONEY PURCHASE PENSION PLAN 2015 401k financial data
Total income from all sources2015-08-31$92,423
Expenses. Total of all expenses incurred2015-08-31$337,421
Benefits paid (including direct rollovers)2015-08-31$337,421
Total plan assets at end of year2015-08-31$1,664,540
Total plan assets at beginning of year2015-08-31$1,909,538
Value of fidelity bond covering the plan2015-08-31$200,000
Total contributions received or receivable from participants2015-08-31$53,955
Other income received2015-08-31$-15,487
Net income (gross income less expenses)2015-08-31$-244,998
Net plan assets at end of year (total assets less liabilities)2015-08-31$1,664,540
Net plan assets at beginning of year (total assets less liabilities)2015-08-31$1,909,538
Total contributions received or receivable from employer(s)2015-08-31$53,955
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-08-31$0
2014 : CATOOSA UTILITY DISTRICT MONEY PURCHASE PENSION PLAN 2014 401k financial data
Total income from all sources2014-08-31$222,597
Expenses. Total of all expenses incurred2014-08-31$77,516
Benefits paid (including direct rollovers)2014-08-31$77,516
Total plan assets at end of year2014-08-31$1,909,538
Total plan assets at beginning of year2014-08-31$1,764,457
Value of fidelity bond covering the plan2014-08-31$200,000
Total contributions received or receivable from participants2014-08-31$47,236
Other income received2014-08-31$128,395
Net income (gross income less expenses)2014-08-31$145,081
Net plan assets at end of year (total assets less liabilities)2014-08-31$1,909,538
Net plan assets at beginning of year (total assets less liabilities)2014-08-31$1,764,457
Total contributions received or receivable from employer(s)2014-08-31$46,966
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-08-31$0
Funding deficiency by the employer to the plan for this plan year2014-08-31$0
Minimum employer required contribution for this plan year2014-08-31$46,966
Amount contributed by the employer to the plan for this plan year2014-08-31$46,966
2013 : CATOOSA UTILITY DISTRICT MONEY PURCHASE PENSION PLAN 2013 401k financial data
Total income from all sources2013-08-31$179,365
Expenses. Total of all expenses incurred2013-08-31$31,511
Benefits paid (including direct rollovers)2013-08-31$31,361
Total plan assets at end of year2013-08-31$1,764,457
Total plan assets at beginning of year2013-08-31$1,616,603
Value of fidelity bond covering the plan2013-08-31$200,000
Total contributions received or receivable from participants2013-08-31$46,578
Expenses. Other expenses not covered elsewhere2013-08-31$150
Other income received2013-08-31$87,096
Net income (gross income less expenses)2013-08-31$147,854
Net plan assets at end of year (total assets less liabilities)2013-08-31$1,764,457
Net plan assets at beginning of year (total assets less liabilities)2013-08-31$1,616,603
Total contributions received or receivable from employer(s)2013-08-31$45,691
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-08-31$0
Minimum employer required contribution for this plan year2013-08-31$45,691
Amount contributed by the employer to the plan for this plan year2013-08-31$45,691
2012 : CATOOSA UTILITY DISTRICT MONEY PURCHASE PENSION PLAN 2012 401k financial data
Total income from all sources2012-08-31$139,636
Expenses. Total of all expenses incurred2012-08-31$83,022
Benefits paid (including direct rollovers)2012-08-31$82,872
Total plan assets at end of year2012-08-31$1,616,603
Total plan assets at beginning of year2012-08-31$1,559,989
Value of fidelity bond covering the plan2012-08-31$200,000
Total contributions received or receivable from participants2012-08-31$46,440
Expenses. Other expenses not covered elsewhere2012-08-31$150
Other income received2012-08-31$46,756
Net income (gross income less expenses)2012-08-31$56,614
Net plan assets at end of year (total assets less liabilities)2012-08-31$1,616,603
Net plan assets at beginning of year (total assets less liabilities)2012-08-31$1,559,989
Total contributions received or receivable from employer(s)2012-08-31$46,440
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-08-31$0
Minimum employer required contribution for this plan year2012-08-31$46,440
Amount contributed by the employer to the plan for this plan year2012-08-31$46,440
2011 : CATOOSA UTILITY DISTRICT MONEY PURCHASE PENSION PLAN 2011 401k financial data
Total income from all sources2011-08-31$179,964
Expenses. Total of all expenses incurred2011-08-31$255,317
Benefits paid (including direct rollovers)2011-08-31$255,167
Total plan assets at end of year2011-08-31$1,559,989
Total plan assets at beginning of year2011-08-31$1,635,342
Value of fidelity bond covering the plan2011-08-31$200,000
Total contributions received or receivable from participants2011-08-31$55,441
Expenses. Other expenses not covered elsewhere2011-08-31$150
Other income received2011-08-31$69,082
Net income (gross income less expenses)2011-08-31$-75,353
Net plan assets at end of year (total assets less liabilities)2011-08-31$1,559,989
Net plan assets at beginning of year (total assets less liabilities)2011-08-31$1,635,342
Total contributions received or receivable from employer(s)2011-08-31$55,441
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-08-31$0
Funding deficiency by the employer to the plan for this plan year2011-08-31$0
Minimum employer required contribution for this plan year2011-08-31$55,441
Amount contributed by the employer to the plan for this plan year2011-08-31$55,441
2010 : CATOOSA UTILITY DISTRICT MONEY PURCHASE PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-08-31$0
Funding deficiency by the employer to the plan for this plan year2010-08-31$0
Minimum employer required contribution for this plan year2010-08-31$69,337
Amount contributed by the employer to the plan for this plan year2010-08-31$69,337

Form 5500 Responses for CATOOSA UTILITY DISTRICT MONEY PURCHASE PENSION PLAN

2020: CATOOSA UTILITY DISTRICT MONEY PURCHASE PENSION PLAN 2020 form 5500 responses
2020-09-01Type of plan entitySingle employer plan
2020-09-01Submission has been amendedNo
2020-09-01This submission is the final filingNo
2020-09-01This return/report is a short plan year return/report (less than 12 months)No
2020-09-01Plan is a collectively bargained planNo
2020-09-01Plan funding arrangement – TrustYes
2020-09-01Plan benefit arrangement - TrustYes
2019: CATOOSA UTILITY DISTRICT MONEY PURCHASE PENSION PLAN 2019 form 5500 responses
2019-09-01Type of plan entitySingle employer plan
2019-09-01Submission has been amendedNo
2019-09-01This submission is the final filingNo
2019-09-01This return/report is a short plan year return/report (less than 12 months)No
2019-09-01Plan is a collectively bargained planNo
2019-09-01Plan funding arrangement – TrustYes
2019-09-01Plan benefit arrangement - TrustYes
2018: CATOOSA UTILITY DISTRICT MONEY PURCHASE PENSION PLAN 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Submission has been amendedNo
2018-09-01This submission is the final filingNo
2018-09-01This return/report is a short plan year return/report (less than 12 months)No
2018-09-01Plan is a collectively bargained planNo
2018-09-01Plan funding arrangement – TrustYes
2018-09-01Plan benefit arrangement - TrustYes
2017: CATOOSA UTILITY DISTRICT MONEY PURCHASE PENSION PLAN 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Submission has been amendedNo
2017-09-01This submission is the final filingNo
2017-09-01This return/report is a short plan year return/report (less than 12 months)No
2017-09-01Plan is a collectively bargained planNo
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement - TrustYes
2016: CATOOSA UTILITY DISTRICT MONEY PURCHASE PENSION PLAN 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Submission has been amendedNo
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement - TrustYes
2015: CATOOSA UTILITY DISTRICT MONEY PURCHASE PENSION PLAN 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement - TrustYes
2014: CATOOSA UTILITY DISTRICT MONEY PURCHASE PENSION PLAN 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement - TrustYes
2013: CATOOSA UTILITY DISTRICT MONEY PURCHASE PENSION PLAN 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedNo
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement - TrustYes
2012: CATOOSA UTILITY DISTRICT MONEY PURCHASE PENSION PLAN 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement - TrustYes
2011: CATOOSA UTILITY DISTRICT MONEY PURCHASE PENSION PLAN 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement - TrustYes
2010: CATOOSA UTILITY DISTRICT MONEY PURCHASE PENSION PLAN 2010 form 5500 responses
2010-09-01Type of plan entitySingle employer plan
2010-09-01Submission has been amendedNo
2010-09-01This submission is the final filingNo
2010-09-01This return/report is a short plan year return/report (less than 12 months)No
2010-09-01Plan is a collectively bargained planNo
2010-09-01Plan funding arrangement – TrustYes
2010-09-01Plan benefit arrangement - TrustYes
2009: CATOOSA UTILITY DISTRICT MONEY PURCHASE PENSION PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement - TrustYes

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