401k Plan data: 403(B) THRIFT PLAN OF OAKLAND PLANNING AND DEVELOPMENT plan

403(B) THRIFT PLAN OF OAKLAND PLANNING AND DEVELOPMENT 401k Plan overview

Plan Name	403(B) THRIFT PLAN OF OAKLAND PLANNING AND DEVELOPMENT
Plan identification number	003

403(B) THRIFT PLAN OF OAKLAND PLANNING AND DEVELOPMENT 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
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

OAKLAND PLANNING AND DEVELOPMENT has sponsored the creation of one or more 401k plans.

Company Name: OAKLAND PLANNING AND DEVELOPMENT

Employer identification number (EIN): 251382510

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF OAKLAND PLANNING AND DEVELOPMENT

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-07-01
003 2022-07-01
003 2021-07-01
003 2020-07-01
003 2019-07-01 WANDA WILSON 2020-12-21 WANDA WILSON 2020-12-21
003 2018-07-01 WANDA WILSON 2020-04-09
003 2017-07-01 WANDA WILSON 2019-02-08
003 2016-07-01 WANDA E. WILSON 2017-12-01 WANDA E. WILSON 2017-12-01
003 2015-07-01 BRYAN PERRY 2016-10-26 BRYAN PERRY 2016-10-26
003 2014-07-01 BRYAN PERRY 2016-01-21 BRYAN PERRY 2016-01-21
003 2013-07-01 BRYAN PERRY 2014-11-21 BRYAN PERRY 2014-11-21
003 2012-07-01 BRYAN PERRY 2013-10-04 BRYAN PERRY 2013-10-04
003 2011-07-01 BRYAN PERRY 2012-11-16 BRYAN PERRY 2012-11-16
003 2010-07-01 BRYAN PERRY 2011-11-22 BRYAN PERRY 2011-11-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-07-01
003	2022-07-01
003	2021-07-01
003	2020-07-01
003	2019-07-01	WANDA WILSON	2020-12-21	WANDA WILSON	2020-12-21
003	2018-07-01	WANDA WILSON	2020-04-09
003	2017-07-01	WANDA WILSON	2019-02-08
003	2016-07-01	WANDA E. WILSON	2017-12-01	WANDA E. WILSON	2017-12-01
003	2015-07-01	BRYAN PERRY	2016-10-26	BRYAN PERRY	2016-10-26
003	2014-07-01	BRYAN PERRY	2016-01-21	BRYAN PERRY	2016-01-21
003	2013-07-01	BRYAN PERRY	2014-11-21	BRYAN PERRY	2014-11-21
003	2012-07-01	BRYAN PERRY	2013-10-04	BRYAN PERRY	2013-10-04
003	2011-07-01	BRYAN PERRY	2012-11-16	BRYAN PERRY	2012-11-16
003	2010-07-01	BRYAN PERRY	2011-11-22	BRYAN PERRY	2011-11-22

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Company Name:	OAKLAND PLANNING AND DEVELOPMENT
Employer identification number (EIN):	251382510
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations