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403(B) THRIFT PLAN OF OHIO ASSOCIATION OF NONPROFIT ORGANIZATIONS 401k Plan overview

Plan Name403(B) THRIFT PLAN OF OHIO ASSOCIATION OF NONPROFIT ORGANIZATIONS
Plan identification number 001

403(B) THRIFT PLAN OF OHIO ASSOCIATION OF NONPROFIT ORGANIZATIONS Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock 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

OHIO ASSOCIATION OF NONPROFIT ORGAN IZATIONS has sponsored the creation of one or more 401k plans.

Company Name:OHIO ASSOCIATION OF NONPROFIT ORGAN IZATIONS
Employer identification number (EIN):311406442
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 OHIO ASSOCIATION OF NONPROFIT ORGANIZATIONS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01HANNAH HALBERT2024-07-08
0012022-01-01MARCY WILLIAMS2023-09-27
0012021-01-01MARCY WILLIAMS2022-10-11
0012020-01-01MARCY WILLIAMS2021-05-28
0012019-01-01MARCY WILLIAMS2020-07-30
0012018-01-01MARCY WILLIAMS2019-07-23
0012017-01-01MARCY WILLIAMS2018-07-23 MARCY WILLIAMS2018-07-23
0012016-01-01MARCIA WILLIAMS2017-05-19 MARCIA WILLIAMS2017-05-19
0012015-01-01MARCIA WILLIAMS2016-06-10 MARCIA WILLIAMS2016-06-10
0012014-01-01MARCIA WILLIAMS2015-06-15 MARCIA WILLIAMS2015-06-15
0012013-01-01MARCY WILLIAMS2014-06-16 MARCY WILLIAMS2014-06-16
0012012-01-01JENNIFER ESCHBACH, EXECUTIVE DIRECT2013-10-18
0012011-01-01JENNIFER ESCHBACH2012-07-27
0012010-01-01JENNIFER ESCHBACH2012-07-27
0012008-01-01JENNIFER ESCHBACH
0012007-01-01JENNIFER ESCHBACH
0012006-01-01JENNIFER ESCHBACH
0012005-01-01JENNIFER ESCHBACH
0012004-01-01JENNIFER ESCHBACH

Plan Statistics for 403(B) THRIFT PLAN OF OHIO ASSOCIATION OF NONPROFIT ORGANIZATIONS

401k plan membership statisitcs for 403(B) THRIFT PLAN OF OHIO ASSOCIATION OF NONPROFIT ORGANIZATIONS

Measure Date Value
2008: 403(B) THRIFT PLAN OF OHIO ASSOCIATION OF NONPROFIT ORGANIZATIONS 2008 401k membership
Total participants, beginning-of-year2008-01-014
Total number of active participants reported on line 7a of the Form 55002008-01-014
Total of all active and inactive participants2008-01-014
Total participants2008-01-014
Number of participants with account balances2008-01-014
2007: 403(B) THRIFT PLAN OF OHIO ASSOCIATION OF NONPROFIT ORGANIZATIONS 2007 401k membership
Total participants, beginning-of-year2007-01-014
Total number of active participants reported on line 7a of the Form 55002007-01-014
Total of all active and inactive participants2007-01-014
Total participants2007-01-014
Number of participants with account balances2007-01-014
2006: 403(B) THRIFT PLAN OF OHIO ASSOCIATION OF NONPROFIT ORGANIZATIONS 2006 401k membership
Total participants, beginning-of-year2006-01-014
Total number of active participants reported on line 7a of the Form 55002006-01-014
Total of all active and inactive participants2006-01-014
Total participants2006-01-014
Number of participants with account balances2006-01-014
2005: 403(B) THRIFT PLAN OF OHIO ASSOCIATION OF NONPROFIT ORGANIZATIONS 2005 401k membership
Total participants, beginning-of-year2005-01-013
Total number of active participants reported on line 7a of the Form 55002005-01-014
Total of all active and inactive participants2005-01-014
Total participants2005-01-014
Number of participants with account balances2005-01-014
2004: 403(B) THRIFT PLAN OF OHIO ASSOCIATION OF NONPROFIT ORGANIZATIONS 2004 401k membership
Total participants, beginning-of-year2004-01-013
Total number of active participants reported on line 7a of the Form 55002004-01-013
Total of all active and inactive participants2004-01-013
Total participants2004-01-013
Number of participants with account balances2004-01-013

Financial Data on 403(B) THRIFT PLAN OF OHIO ASSOCIATION OF NONPROFIT ORGANIZATIONS

Measure Date Value
2008 : 403(B) THRIFT PLAN OF OHIO ASSOCIATION OF NONPROFIT ORGANIZATIONS 2008 401k financial data
Total income from all sources2008-12-31$-15,199
Total plan assets at end of year2008-12-31$53,690
Total plan assets at beginning of year2008-12-31$68,889
Total contributions received or receivable from participants2008-12-31$5,162
Other income received2008-12-31$-27,844
Net income (gross income less expenses)2008-12-31$-15,199
Net plan assets at end of year (total assets less liabilities)2008-12-31$53,690
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$68,889
Assets. Value of participant loans2008-12-31$4,722
Total contributions received or receivable from employer(s)2008-12-31$7,483
2007 : 403(B) THRIFT PLAN OF OHIO ASSOCIATION OF NONPROFIT ORGANIZATIONS 2007 401k financial data
Total income from all sources2007-12-31$13,555
Total plan assets at end of year2007-12-31$68,889
Total plan assets at beginning of year2007-12-31$55,334
Total contributions received or receivable from participants2007-12-31$4,584
Other income received2007-12-31$4,163
Net income (gross income less expenses)2007-12-31$13,555
Net plan assets at end of year (total assets less liabilities)2007-12-31$68,889
Net plan assets at beginning of year (total assets less liabilities)2007-12-31$55,334
Assets. Value of participant loans2007-12-31$5,505
Total contributions received or receivable from employer(s)2007-12-31$4,808
2006 : 403(B) THRIFT PLAN OF OHIO ASSOCIATION OF NONPROFIT ORGANIZATIONS 2006 401k financial data
Total income from all sources2006-12-31$12,889
Total plan assets at end of year2006-12-31$55,334
Total plan assets at beginning of year2006-12-31$42,447
Total contributions received or receivable from participants2006-12-31$3,931
Other income received2006-12-31$4,528
Net income (gross income less expenses)2006-12-31$12,889
Net plan assets at end of year (total assets less liabilities)2006-12-31$55,334
Net plan assets at beginning of year (total assets less liabilities)2006-12-31$42,447
Assets. Value of participant loans2006-12-31$6,246
Total contributions received or receivable from employer(s)2006-12-31$4,430
2005 : 403(B) THRIFT PLAN OF OHIO ASSOCIATION OF NONPROFIT ORGANIZATIONS 2005 401k financial data
Total income from all sources2005-12-31$8,192
Total plan assets at end of year2005-12-31$42,447
Total plan assets at beginning of year2005-12-31$34,252
Total contributions received or receivable from participants2005-12-31$2,025
Other income received2005-12-31$3,134
Net income (gross income less expenses)2005-12-31$8,192
Net plan assets at end of year (total assets less liabilities)2005-12-31$42,447
Net plan assets at beginning of year (total assets less liabilities)2005-12-31$34,252
Assets. Value of participant loans2005-12-31$6,950
Total contributions received or receivable from employer(s)2005-12-31$3,033
2004 : 403(B) THRIFT PLAN OF OHIO ASSOCIATION OF NONPROFIT ORGANIZATIONS 2004 401k financial data
Total income from all sources2004-12-31$11,981
Expenses. Total of all expenses incurred2004-12-31$35
Total plan assets at end of year2004-12-31$34,252
Total plan assets at beginning of year2004-12-31$22,307
Total contributions received or receivable from participants2004-12-31$6,000
Other income received2004-12-31$3,331
Net income (gross income less expenses)2004-12-31$11,946
Net plan assets at end of year (total assets less liabilities)2004-12-31$34,252
Net plan assets at beginning of year (total assets less liabilities)2004-12-31$22,307
Assets. Value of participant loans2004-12-31$7,606
Total contributions received or receivable from employer(s)2004-12-31$2,650
Expenses. Administrative service providers (salaries,fees and commissions)2004-12-31$35

Form 5500 Responses for 403(B) THRIFT PLAN OF OHIO ASSOCIATION OF NONPROFIT ORGANIZATIONS

2008: 403(B) THRIFT PLAN OF OHIO ASSOCIATION OF NONPROFIT ORGANIZATIONS 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan benefit arrangement – InsuranceYes
2007: 403(B) THRIFT PLAN OF OHIO ASSOCIATION OF NONPROFIT ORGANIZATIONS 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan benefit arrangement – InsuranceYes
2006: 403(B) THRIFT PLAN OF OHIO ASSOCIATION OF NONPROFIT ORGANIZATIONS 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – InsuranceYes
2006-01-01Plan benefit arrangement – InsuranceYes
2005: 403(B) THRIFT PLAN OF OHIO ASSOCIATION OF NONPROFIT ORGANIZATIONS 2005 form 5500 responses
2005-01-01Type of plan entitySingle employer plan
2005-01-01Submission has been amendedNo
2005-01-01This submission is the final filingNo
2005-01-01This return/report is a short plan year return/report (less than 12 months)No
2005-01-01Plan is a collectively bargained planNo
2005-01-01Plan funding arrangement – InsuranceYes
2005-01-01Plan benefit arrangement – InsuranceYes
2004: 403(B) THRIFT PLAN OF OHIO ASSOCIATION OF NONPROFIT ORGANIZATIONS 2004 form 5500 responses
2004-01-01Type of plan entitySingle employer plan
2004-01-01Submission has been amendedNo
2004-01-01This submission is the final filingNo
2004-01-01This return/report is a short plan year return/report (less than 12 months)No
2004-01-01Plan is a collectively bargained planNo
2004-01-01Plan funding arrangement – InsuranceYes
2004-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892011+001
Policy instance 1
Insurance contract or identification number892011+001
Number of Individuals Covered4
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892011+001
Policy instance 1
Insurance contract or identification number892011+001
Number of Individuals Covered4
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892011+001
Policy instance 1
Insurance contract or identification number892011+001
Number of Individuals Covered4
Insurance policy start date2006-01-01
Insurance policy end date2006-12-31
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892011+001
Policy instance 1
Insurance contract or identification number892011+001
Number of Individuals Covered4
Insurance policy start date2005-01-01
Insurance policy end date2005-12-31
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number892011+001
Policy instance 1
Insurance contract or identification number892011+001
Number of Individuals Covered3
Insurance policy start date2004-01-01
Insurance policy end date2004-12-31
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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