401k Plan data: 403(B) THRIFT PLAN OF COALITION OF WISCONSIN AGING GROUPS plan

403(B) THRIFT PLAN OF COALITION OF WISCONSIN AGING GROUPS 401k Plan overview

Plan Name	403(B) THRIFT PLAN OF COALITION OF WISCONSIN AGING GROUPS
Plan identification number	002

403(B) THRIFT PLAN OF COALITION OF WISCONSIN AGING GROUPS 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 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

COALITION OF WISCONSIN AGING GROUPS has sponsored the creation of one or more 401k plans.

Company Name: COALITION OF WISCONSIN AGING GROUPS

Employer identification number (EIN): 391333172

NAIC Classification: 624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF COALITION OF WISCONSIN AGING GROUPS

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 SONIA KOMISAR 2024-07-11
002 2022-01-01 SONIA KOMISAR 2024-07-11
002 2021-01-01 JOHN HENDRICK 2022-10-13
002 2020-01-01 JOHN HENDRICK 2021-10-13
002 2019-01-01 JOHN HENDRICK 2020-09-17
002 2018-01-01 JOHN HENDRICK 2019-09-05
002 2017-01-01 JOHN HENDRICK 2019-09-05
002 2016-01-01 ANTHONY AMATO 2017-07-28 ANTHONY AMATO 2017-07-28
002 2016-01-01 ANTHONY AMATO 2017-07-28 ANTHONY AMATO 2017-07-28
002 2015-01-01 ANTHONY AMATO 2016-10-14 ANTHONY AMATO 2016-10-14
002 2014-01-01 ANTHONY AMATO 2015-10-09 ANTHONY AMATO 2015-10-09
002 2013-01-01 ANTHONY AMATO 2014-10-13 ANTHONY AMATO 2014-10-13
002 2012-01-01 ANTHONY AMATO 2013-10-14 ANTHONY AMATO 2013-10-14
002 2011-01-01 ANTHONY AMATO 2012-07-23 ANTHONY AMATO 2012-07-23
002 2010-01-01 ANTHONY AMATO 2011-06-29 ANTHONY AMATO 2011-06-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	SONIA KOMISAR	2024-07-11
002	2022-01-01	SONIA KOMISAR	2024-07-11
002	2021-01-01	JOHN HENDRICK	2022-10-13
002	2020-01-01	JOHN HENDRICK	2021-10-13
002	2019-01-01	JOHN HENDRICK	2020-09-17
002	2018-01-01	JOHN HENDRICK	2019-09-05
002	2017-01-01	JOHN HENDRICK	2019-09-05
002	2016-01-01	ANTHONY AMATO	2017-07-28	ANTHONY AMATO	2017-07-28
002	2016-01-01	ANTHONY AMATO	2017-07-28	ANTHONY AMATO	2017-07-28
002	2015-01-01	ANTHONY AMATO	2016-10-14	ANTHONY AMATO	2016-10-14
002	2014-01-01	ANTHONY AMATO	2015-10-09	ANTHONY AMATO	2015-10-09
002	2013-01-01	ANTHONY AMATO	2014-10-13	ANTHONY AMATO	2014-10-13
002	2012-01-01	ANTHONY AMATO	2013-10-14	ANTHONY AMATO	2013-10-14
002	2011-01-01	ANTHONY AMATO	2012-07-23	ANTHONY AMATO	2012-07-23
002	2010-01-01	ANTHONY AMATO	2011-06-29	ANTHONY AMATO	2011-06-29

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Company Name:	COALITION OF WISCONSIN AGING GROUPS
Employer identification number (EIN):	391333172
NAIC Classification:	624200