EXCHANGE CLUB-CARL PERKINS CENTER has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EXCHANGE CLUB-CARL PERKINS CENTER 403(B) PLAN
| Measure | Date | Value |
|---|
| 2024 : EXCHANGE CLUB-CARL PERKINS CENTER 403(B) PLAN 2024 401k financial data |
|---|
| Total income from all sources | 2024-06-30 | $614,262 |
| Expenses. Total of all expenses incurred | 2024-06-30 | $138,331 |
| Benefits paid (including direct rollovers) | 2024-06-30 | $130,777 |
| Total plan assets at end of year | 2024-06-30 | $3,250,374 |
| Total plan assets at beginning of year | 2024-06-30 | $2,774,443 |
| Value of fidelity bond covering the plan | 2024-06-30 | $250,000 |
| Total contributions received or receivable from participants | 2024-06-30 | $122,471 |
| Contributions received from other sources (not participants or employers) | 2024-06-30 | $3,367 |
| Other income received | 2024-06-30 | $372,962 |
| Net income (gross income less expenses) | 2024-06-30 | $475,931 |
| Net plan assets at end of year (total assets less liabilities) | 2024-06-30 | $3,250,374 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-06-30 | $2,774,443 |
| Assets. Value of participant loans | 2024-06-30 | $93,528 |
| Total contributions received or receivable from employer(s) | 2024-06-30 | $115,462 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-06-30 | $7,554 |
| 2023 : EXCHANGE CLUB-CARL PERKINS CENTER 403(B) PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-06-30 | $536,161 |
| Expenses. Total of all expenses incurred | 2023-06-30 | $131,539 |
| Benefits paid (including direct rollovers) | 2023-06-30 | $125,364 |
| Total plan assets at end of year | 2023-06-30 | $2,774,443 |
| Total plan assets at beginning of year | 2023-06-30 | $2,369,821 |
| Value of fidelity bond covering the plan | 2023-06-30 | $250,000 |
| Total contributions received or receivable from participants | 2023-06-30 | $120,354 |
| Expenses. Other expenses not covered elsewhere | 2023-06-30 | $6,175 |
| Contributions received from other sources (not participants or employers) | 2023-06-30 | $112,666 |
| Other income received | 2023-06-30 | $226,812 |
| Net income (gross income less expenses) | 2023-06-30 | $404,622 |
| Net plan assets at end of year (total assets less liabilities) | 2023-06-30 | $2,774,443 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-06-30 | $2,369,821 |
| Assets. Value of participant loans | 2023-06-30 | $79,524 |
| Total contributions received or receivable from employer(s) | 2023-06-30 | $76,329 |
| 2022 : EXCHANGE CLUB-CARL PERKINS CENTER 403(B) PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-06-30 | $-113,382 |
| Expenses. Total of all expenses incurred | 2022-06-30 | $61,561 |
| Benefits paid (including direct rollovers) | 2022-06-30 | $55,491 |
| Total plan assets at end of year | 2022-06-30 | $2,369,821 |
| Total plan assets at beginning of year | 2022-06-30 | $2,544,764 |
| Value of fidelity bond covering the plan | 2022-06-30 | $250,000 |
| Total contributions received or receivable from participants | 2022-06-30 | $130,423 |
| Expenses. Other expenses not covered elsewhere | 2022-06-30 | $6,070 |
| Other income received | 2022-06-30 | $-327,303 |
| Net income (gross income less expenses) | 2022-06-30 | $-174,943 |
| Net plan assets at end of year (total assets less liabilities) | 2022-06-30 | $2,369,821 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-06-30 | $2,544,764 |
| Assets. Value of participant loans | 2022-06-30 | $27,825 |
| Total contributions received or receivable from employer(s) | 2022-06-30 | $83,498 |
| 2021 : EXCHANGE CLUB-CARL PERKINS CENTER 403(B) PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-06-30 | $670,577 |
| Expenses. Total of all expenses incurred | 2021-06-30 | $261,030 |
| Benefits paid (including direct rollovers) | 2021-06-30 | $254,889 |
| Total plan assets at end of year | 2021-06-30 | $2,544,764 |
| Total plan assets at beginning of year | 2021-06-30 | $2,135,217 |
| Value of fidelity bond covering the plan | 2021-06-30 | $250,000 |
| Total contributions received or receivable from participants | 2021-06-30 | $85,583 |
| Expenses. Other expenses not covered elsewhere | 2021-06-30 | $6,141 |
| Other income received | 2021-06-30 | $503,438 |
| Net income (gross income less expenses) | 2021-06-30 | $409,547 |
| Net plan assets at end of year (total assets less liabilities) | 2021-06-30 | $2,544,764 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-06-30 | $2,135,217 |
| Assets. Value of participant loans | 2021-06-30 | $39,854 |
| Total contributions received or receivable from employer(s) | 2021-06-30 | $81,556 |
| 2020 : EXCHANGE CLUB-CARL PERKINS CENTER 403(B) PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-06-30 | $282,146 |
| Expenses. Total of all expenses incurred | 2020-06-30 | $76,464 |
| Benefits paid (including direct rollovers) | 2020-06-30 | $71,694 |
| Total plan assets at end of year | 2020-06-30 | $2,135,217 |
| Total plan assets at beginning of year | 2020-06-30 | $1,929,535 |
| Value of fidelity bond covering the plan | 2020-06-30 | $250,000 |
| Total contributions received or receivable from participants | 2020-06-30 | $105,555 |
| Expenses. Other expenses not covered elsewhere | 2020-06-30 | $4,770 |
| Contributions received from other sources (not participants or employers) | 2020-06-30 | $5,369 |
| Other income received | 2020-06-30 | $103,281 |
| Net income (gross income less expenses) | 2020-06-30 | $205,682 |
| Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $2,135,217 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $1,929,535 |
| Assets. Value of participant loans | 2020-06-30 | $33,510 |
| Total contributions received or receivable from employer(s) | 2020-06-30 | $67,941 |
| 2019 : EXCHANGE CLUB-CARL PERKINS CENTER 403(B) PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-06-30 | $242,992 |
| Expenses. Total of all expenses incurred | 2019-06-30 | $36,925 |
| Benefits paid (including direct rollovers) | 2019-06-30 | $32,668 |
| Total plan assets at end of year | 2019-06-30 | $1,929,535 |
| Total plan assets at beginning of year | 2019-06-30 | $1,723,468 |
| Value of fidelity bond covering the plan | 2019-06-30 | $250,000 |
| Total contributions received or receivable from participants | 2019-06-30 | $93,672 |
| Expenses. Other expenses not covered elsewhere | 2019-06-30 | $4,257 |
| Other income received | 2019-06-30 | $96,629 |
| Net income (gross income less expenses) | 2019-06-30 | $206,067 |
| Net plan assets at end of year (total assets less liabilities) | 2019-06-30 | $1,929,535 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-06-30 | $1,723,468 |
| Assets. Value of participant loans | 2019-06-30 | $54,450 |
| Total contributions received or receivable from employer(s) | 2019-06-30 | $52,691 |
| 2018 : EXCHANGE CLUB-CARL PERKINS CENTER 403(B) PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-06-30 | $262,695 |
| Expenses. Total of all expenses incurred | 2018-06-30 | $159,326 |
| Benefits paid (including direct rollovers) | 2018-06-30 | $159,326 |
| Total plan assets at end of year | 2018-06-30 | $1,723,468 |
| Total plan assets at beginning of year | 2018-06-30 | $1,620,099 |
| Value of fidelity bond covering the plan | 2018-06-30 | $250,000 |
| Total contributions received or receivable from participants | 2018-06-30 | $64,695 |
| Contributions received from other sources (not participants or employers) | 2018-06-30 | $15,126 |
| Other income received | 2018-06-30 | $125,173 |
| Net income (gross income less expenses) | 2018-06-30 | $103,369 |
| Net plan assets at end of year (total assets less liabilities) | 2018-06-30 | $1,723,468 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-06-30 | $1,620,099 |
| Assets. Value of participant loans | 2018-06-30 | $78,691 |
| Total contributions received or receivable from employer(s) | 2018-06-30 | $57,701 |
| 2017 : EXCHANGE CLUB-CARL PERKINS CENTER 403(B) PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-06-30 | $268,140 |
| Expenses. Total of all expenses incurred | 2017-06-30 | $116,340 |
| Benefits paid (including direct rollovers) | 2017-06-30 | $116,340 |
| Total plan assets at end of year | 2017-06-30 | $1,620,099 |
| Total plan assets at beginning of year | 2017-06-30 | $1,468,299 |
| Value of fidelity bond covering the plan | 2017-06-30 | $250,000 |
| Total contributions received or receivable from participants | 2017-06-30 | $61,817 |
| Contributions received from other sources (not participants or employers) | 2017-06-30 | $7,855 |
| Other income received | 2017-06-30 | $147,949 |
| Net income (gross income less expenses) | 2017-06-30 | $151,800 |
| Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $1,620,099 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $1,468,299 |
| Assets. Value of participant loans | 2017-06-30 | $79,787 |
| Total contributions received or receivable from employer(s) | 2017-06-30 | $50,519 |
| 2016 : EXCHANGE CLUB-CARL PERKINS CENTER 403(B) PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-06-30 | $129,628 |
| Expenses. Total of all expenses incurred | 2016-06-30 | $44,154 |
| Benefits paid (including direct rollovers) | 2016-06-30 | $44,154 |
| Total plan assets at end of year | 2016-06-30 | $1,468,299 |
| Total plan assets at beginning of year | 2016-06-30 | $1,382,825 |
| Value of fidelity bond covering the plan | 2016-06-30 | $250,000 |
| Total contributions received or receivable from participants | 2016-06-30 | $62,982 |
| Contributions received from other sources (not participants or employers) | 2016-06-30 | $7,430 |
| Other income received | 2016-06-30 | $14,313 |
| Net income (gross income less expenses) | 2016-06-30 | $85,474 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $1,468,299 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $1,382,825 |
| Assets. Value of participant loans | 2016-06-30 | $93,487 |
| Total contributions received or receivable from employer(s) | 2016-06-30 | $44,903 |
| 2015 : EXCHANGE CLUB-CARL PERKINS CENTER 403(B) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-06-30 | $116,096 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $47,674 |
| Benefits paid (including direct rollovers) | 2015-06-30 | $47,674 |
| Total plan assets at end of year | 2015-06-30 | $1,382,825 |
| Total plan assets at beginning of year | 2015-06-30 | $1,314,403 |
| Value of fidelity bond covering the plan | 2015-06-30 | $250,000 |
| Total contributions received or receivable from participants | 2015-06-30 | $42,757 |
| Other income received | 2015-06-30 | $13,151 |
| Net income (gross income less expenses) | 2015-06-30 | $68,422 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $1,382,825 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $1,314,403 |
| Assets. Value of participant loans | 2015-06-30 | $50,000 |
| Total contributions received or receivable from employer(s) | 2015-06-30 | $60,188 |
| 2023: EXCHANGE CLUB-CARL PERKINS CENTER 403(B) PLAN 2023 form 5500 responses |
|---|
| 2023-07-01 | Type of plan entity | Single employer plan |
| 2023-07-01 | Plan funding arrangement – Insurance | Yes |
| 2023-07-01 | Plan funding arrangement – Trust | Yes |
| 2023-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-07-01 | Plan benefit arrangement - Trust | Yes |
| 2022: EXCHANGE CLUB-CARL PERKINS CENTER 403(B) PLAN 2022 form 5500 responses |
|---|
| 2022-07-01 | Type of plan entity | Single employer plan |
| 2022-07-01 | Submission has been amended | Yes |
| 2022-07-01 | Plan funding arrangement – Insurance | Yes |
| 2022-07-01 | Plan funding arrangement – Trust | Yes |
| 2022-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-07-01 | Plan benefit arrangement - Trust | Yes |
| 2021: EXCHANGE CLUB-CARL PERKINS CENTER 403(B) PLAN 2021 form 5500 responses |
|---|
| 2021-07-01 | Type of plan entity | Single employer plan |
| 2021-07-01 | Plan funding arrangement – Insurance | Yes |
| 2021-07-01 | Plan funding arrangement – Trust | Yes |
| 2021-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-07-01 | Plan benefit arrangement - Trust | Yes |
| 2020: EXCHANGE CLUB-CARL PERKINS CENTER 403(B) PLAN 2020 form 5500 responses |
|---|
| 2020-07-01 | Type of plan entity | Single employer plan |
| 2020-07-01 | Plan funding arrangement – Insurance | Yes |
| 2020-07-01 | Plan funding arrangement – Trust | Yes |
| 2020-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-07-01 | Plan benefit arrangement - Trust | Yes |
| 2019: EXCHANGE CLUB-CARL PERKINS CENTER 403(B) PLAN 2019 form 5500 responses |
|---|
| 2019-07-01 | Type of plan entity | Single employer plan |
| 2019-07-01 | Plan funding arrangement – Insurance | Yes |
| 2019-07-01 | Plan funding arrangement – Trust | Yes |
| 2019-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-07-01 | Plan benefit arrangement - Trust | Yes |
| 2018: EXCHANGE CLUB-CARL PERKINS CENTER 403(B) PLAN 2018 form 5500 responses |
|---|
| 2018-07-01 | Type of plan entity | Single employer plan |
| 2018-07-01 | Plan funding arrangement – Insurance | Yes |
| 2018-07-01 | Plan funding arrangement – Trust | Yes |
| 2018-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-07-01 | Plan benefit arrangement - Trust | Yes |
| 2017: EXCHANGE CLUB-CARL PERKINS CENTER 403(B) PLAN 2017 form 5500 responses |
|---|
| 2017-07-01 | Type of plan entity | Single employer plan |
| 2017-07-01 | Plan funding arrangement – Insurance | Yes |
| 2017-07-01 | Plan funding arrangement – Trust | Yes |
| 2017-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-07-01 | Plan benefit arrangement - Trust | Yes |
| 2016: EXCHANGE CLUB-CARL PERKINS CENTER 403(B) PLAN 2016 form 5500 responses |
|---|
| 2016-07-01 | Type of plan entity | Single employer plan |
| 2016-07-01 | Plan funding arrangement – Trust | Yes |
| 2016-07-01 | Plan benefit arrangement - Trust | Yes |
| 2015: EXCHANGE CLUB-CARL PERKINS CENTER 403(B) PLAN 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | Plan funding arrangement – Insurance | Yes |
| 2015-07-01 | Plan funding arrangement – Trust | Yes |
| 2015-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-07-01 | Plan benefit arrangement - Trust | Yes |
| 2014: EXCHANGE CLUB-CARL PERKINS CENTER 403(B) PLAN 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Plan funding arrangement – Insurance | Yes |
| 2014-07-01 | Plan funding arrangement – Trust | Yes |
| 2014-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-07-01 | Plan benefit arrangement - Trust | Yes |
