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| Plan Name | PIMA COUNCIL ON AGING 403 B PLAN 2 |
| Plan identification number | 004 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | PIMA COUNCIL ON AGING |
| Employer identification number (EIN): | 860251768 |
| NAIC Classification: | 624100 |
| NAIC Description: | Â Individual and Family Services |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 004 | 2016-01-01 | DONNA BURROWS | 2019-03-05 | DONNA BURROWS | 2019-03-05 |
| 004 | 2015-01-01 | DONNA BURROWS | 2016-07-29 | ||
| 004 | 2014-01-01 | DONNA BURROWS | 2015-07-31 | ||
| 004 | 2013-01-01 | DONNA BURROWS | 2014-07-16 | DONNA BURROWS | 2014-07-16 |
| 004 | 2012-01-01 | JIM MURPHY | 2013-06-12 | ||
| 004 | 2011-01-01 | JAMES MURPHY | 2013-03-12 | ||
| 004 | 2010-01-01 | JAMES MURPHY | 2013-03-12 | ||
| 004 | 2008-01-01 | JIM MURPHY |
| Measure | Date | Value |
|---|---|---|
| 2008: PIMA COUNCIL ON AGING 403 B PLAN 2 2008 401k membership | ||
| Total participants, beginning-of-year | 2008-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 14 |
| Total of all active and inactive participants | 2008-01-01 | 14 |
| Total participants | 2008-01-01 | 14 |
| Number of participants with account balances | 2008-01-01 | 14 |
| Measure | Date | Value |
|---|---|---|
| 2008 : PIMA COUNCIL ON AGING 403 B PLAN 2 2008 401k financial data | ||
| Total income from all sources | 2008-12-31 | $-42,855 |
| Expenses. Total of all expenses incurred | 2008-12-31 | $1,034 |
| Benefits paid (including direct rollovers) | 2008-12-31 | $647 |
| Total plan assets at end of year | 2008-12-31 | $402,520 |
| Total plan assets at beginning of year | 2008-12-31 | $446,409 |
| Value of fidelity bond covering the plan | 2008-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2008-12-31 | $42,090 |
| Other income received | 2008-12-31 | $-84,945 |
| Net income (gross income less expenses) | 2008-12-31 | $-43,889 |
| Net plan assets at end of year (total assets less liabilities) | 2008-12-31 | $402,520 |
| Net plan assets at beginning of year (total assets less liabilities) | 2008-12-31 | $446,409 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2008-12-31 | $387 |
| 2008: PIMA COUNCIL ON AGING 403 B PLAN 2 2008 form 5500 responses | ||
|---|---|---|
| 2008-01-01 | Type of plan entity | Single employer plan |
| 2008-01-01 | Submission has been amended | No |
| 2008-01-01 | This submission is the final filing | No |
| 2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-01-01 | Plan is a collectively bargained plan | No |
| 2008-01-01 | Plan funding arrangement – Trust | Yes |
| 2008-01-01 | Plan benefit arrangement - Trust | Yes |
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