401k Plan data: ASSOCIATION OF SOCIAL WORK BOARDS RETIREMENT PLAN plan

ASSOCIATION OF SOCIAL WORK BOARDS RETIREMENT PLAN 401k Plan overview

Plan Name	ASSOCIATION OF SOCIAL WORK BOARDS RETIREMENT PLAN
Plan identification number	002

ASSOCIATION OF SOCIAL WORK BOARDS RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

ASSOCIATION OF SOCIAL WORK BOARDS has sponsored the creation of one or more 401k plans.

Company Name: ASSOCIATION OF SOCIAL WORK BOARDS

Employer identification number (EIN): 222414510

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about ASSOCIATION OF SOCIAL WORK BOARDS

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 1979-03-16

Company Identification Number: 0193317

Legal Registered Office Address: 400 SOUTH RIDGE PARKWAY SUITE B
STE B
CULPEPER
United States of America (USA)
22701

More information about ASSOCIATION OF SOCIAL WORK BOARDS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSOCIATION OF SOCIAL WORK BOARDS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 VU TRAN 2024-05-17
002 2022-01-01 VU TRAN 2023-07-06
002 2021-01-01 HEATHER FOLEY 2022-08-01
002 2020-01-01 HEATHER FOLEY 2021-07-29
002 2019-01-01 HEATHER FOLEY 2020-07-30
002 2018-01-01 HEATHER FOLEY 2019-10-08
002 2017-01-01 EUGENE A. GREGORY 2018-07-26 EUGENE A. GREGORY 2018-07-26
002 2016-01-01 EUGENE A. GREGORY 2017-06-15 EUGENE A. GREGORY 2017-06-15
002 2015-01-01 JACQUELINE ASHBY 2016-07-21 JACQUELINE ASHBY 2016-07-21
002 2014-01-01 JACQUELINE ASHBY 2015-05-26 JACQUELINE ASHBY 2015-05-26
002 2013-01-01 MARY JO MONAHAN 2014-07-28 MARY JO MONAHAN 2014-07-28
002 2012-01-01 MARY JO MONAHAN 2013-10-10
002 2011-01-01 DONNA DE'ANGELIS 2012-10-11
002 2010-01-01 DONNA DE'ANGELIS 2011-07-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	VU TRAN	2024-05-17
002	2022-01-01	VU TRAN	2023-07-06
002	2021-01-01	HEATHER FOLEY	2022-08-01
002	2020-01-01	HEATHER FOLEY	2021-07-29
002	2019-01-01	HEATHER FOLEY	2020-07-30
002	2018-01-01	HEATHER FOLEY	2019-10-08
002	2017-01-01	EUGENE A. GREGORY	2018-07-26	EUGENE A. GREGORY	2018-07-26
002	2016-01-01	EUGENE A. GREGORY	2017-06-15	EUGENE A. GREGORY	2017-06-15
002	2015-01-01	JACQUELINE ASHBY	2016-07-21	JACQUELINE ASHBY	2016-07-21
002	2014-01-01	JACQUELINE ASHBY	2015-05-26	JACQUELINE ASHBY	2015-05-26
002	2013-01-01	MARY JO MONAHAN	2014-07-28	MARY JO MONAHAN	2014-07-28
002	2012-01-01	MARY JO MONAHAN	2013-10-10
002	2011-01-01	DONNA DE'ANGELIS	2012-10-11
002	2010-01-01	DONNA DE'ANGELIS	2011-07-28

Potentially related plans

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Company Name:	ASSOCIATION OF SOCIAL WORK BOARDS
Employer identification number (EIN):	222414510
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	1979-03-16
Company Identification Number:	0193317
Legal Registered Office Address:	400 SOUTH RIDGE PARKWAY SUITE B STE B CULPEPER United States of America (USA) 22701