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EMPLOYEE RETIREMENT PLAN 401k Plan overview

Plan NameEMPLOYEE RETIREMENT PLAN
Plan identification number 001

EMPLOYEE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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.
  • Life insurance

401k Sponsoring company profile

HOUSING AUTHORITY OF EXCELSIOR SPRINGS, MO has sponsored the creation of one or more 401k plans.

Company Name:HOUSING AUTHORITY OF EXCELSIOR SPRINGS, MO
Employer identification number (EIN):430896447
NAIC Classification:561210
NAIC Description:Facilities Support Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012009-06-01RICHARD RIPPER

Plan Statistics for EMPLOYEE RETIREMENT PLAN

401k plan membership statisitcs for EMPLOYEE RETIREMENT PLAN

Measure Date Value
2009: EMPLOYEE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-06-017
Total number of active participants reported on line 7a of the Form 55002009-06-017
Total of all active and inactive participants2009-06-017
Total participants2009-06-017
Number of participants with account balances2009-06-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-06-011

Financial Data on EMPLOYEE RETIREMENT PLAN

Measure Date Value
2011 : EMPLOYEE RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-05-31$106,650
Expenses. Total of all expenses incurred2011-05-31$4,323
Benefits paid (including direct rollovers)2011-05-31$3,773
Total plan assets at end of year2011-05-31$344,613
Total plan assets at beginning of year2011-05-31$242,286
Total contributions received or receivable from participants2011-05-31$17,044
Other income received2011-05-31$67,166
Net income (gross income less expenses)2011-05-31$102,327
Net plan assets at end of year (total assets less liabilities)2011-05-31$344,613
Net plan assets at beginning of year (total assets less liabilities)2011-05-31$242,286
Total contributions received or receivable from employer(s)2011-05-31$22,440
Expenses. Administrative service providers (salaries,fees and commissions)2011-05-31$550

Form 5500 Responses for EMPLOYEE RETIREMENT PLAN

2009: EMPLOYEE RETIREMENT PLAN 2009 form 5500 responses
2009-06-01Type of plan entitySingle employer plan
2009-06-01Submission has been amendedNo
2009-06-01This submission is the final filingNo
2009-06-01This return/report is a short plan year return/report (less than 12 months)No
2009-06-01Plan is a collectively bargained planNo
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement – InsuranceYes

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