401k Plan data: NORTH CAROLINA ASSOCIATION OF EDUCATORS 401(K) PLAN plan

NORTH CAROLINA ASSOCIATION OF EDUCATORS 401(K) PLAN 401k Plan overview

Plan Name	NORTH CAROLINA ASSOCIATION OF EDUCATORS 401(K) PLAN
Plan identification number	001

NORTH CAROLINA ASSOCIATION OF EDUCATORS 401(K) PLAN 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

NORTH CAROLINA ASSOCIATION OF EDUCATORS, INC. has sponsored the creation of one or more 401k plans.

Company Name: NORTH CAROLINA ASSOCIATION OF EDUCATORS, INC.

Employer identification number (EIN): 560948289

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH CAROLINA ASSOCIATION OF EDUCATORS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 MATTHEW HOWARD 2024-07-18
001 2022-01-01 MATTHEW HOWARD 2023-08-09
001 2021-01-01 MATTHEW HOWARD 2022-09-21
001 2020-01-01 MATTHEW HOWARD 2021-05-21
001 2019-01-01 MATTHEW HOWARD 2020-10-06
001 2018-01-01 RACHELLEJOHNSON 2019-10-10
001 2017-01-01 MARGO FRANCIS 2018-09-25
001 2016-01-01 RACHELLE JOHNSON 2017-10-10
001 2016-01-01 THOMAS M. HERBERT 2017-10-10
001 2015-01-01 RACHELLE JOHNSON 2016-10-14
001 2014-01-01 THOMAS M. HERBERT 2015-07-28
001 2013-01-01 THOMAS M. HERBERT 2014-10-10
001 2012-01-01 THOMAS M. HERBERT 2013-10-07
001 2011-01-01 THOMAS M. HERBERT 2012-10-05 THOMAS M. HERBERT 2012-10-05
001 2010-01-01 THOMAS HERBERT 2011-10-07 THOMAS HERBERT 2011-10-07
001 2006-01-01 ANGELA SCHELL

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	MATTHEW HOWARD	2024-07-18
001	2022-01-01	MATTHEW HOWARD	2023-08-09
001	2021-01-01	MATTHEW HOWARD	2022-09-21
001	2020-01-01	MATTHEW HOWARD	2021-05-21
001	2019-01-01	MATTHEW HOWARD	2020-10-06
001	2018-01-01	RACHELLEJOHNSON	2019-10-10
001	2017-01-01	MARGO FRANCIS	2018-09-25
001	2016-01-01	RACHELLE JOHNSON	2017-10-10
001	2016-01-01	THOMAS M. HERBERT	2017-10-10
001	2015-01-01	RACHELLE JOHNSON	2016-10-14
001	2014-01-01	THOMAS M. HERBERT	2015-07-28
001	2013-01-01	THOMAS M. HERBERT	2014-10-10
001	2012-01-01	THOMAS M. HERBERT	2013-10-07
001	2011-01-01	THOMAS M. HERBERT	2012-10-05	THOMAS M. HERBERT	2012-10-05
001	2010-01-01	THOMAS HERBERT	2011-10-07	THOMAS HERBERT	2011-10-07
001	2006-01-01	ANGELA SCHELL

Plan Statistics for NORTH CAROLINA ASSOCIATION OF EDUCATORS 401(K) PLAN

401k plan membership statisitcs for NORTH CAROLINA ASSOCIATION OF EDUCATORS 401(K) PLAN

Measure Date Value
2006: NORTH CAROLINA ASSOCIATION OF EDUCATORS 401(K) PLAN 2006 401k membership
Total participants, beginning-of-year 2006-01-01 90
Total number of active participants reported on line 7a of the Form 5500 2006-01-01 75
Number of retired or separated participants receiving benefits 2006-01-01 3
Number of other retired or separated participants entitled to future benefits 2006-01-01 11
Total of all active and inactive participants 2006-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2006-01-01 0
Total participants 2006-01-01 89
Number of participants with account balances 2006-01-01 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2006-01-01 0

Measure	Date	Value
2006: NORTH CAROLINA ASSOCIATION OF EDUCATORS 401(K) PLAN 2006 401k membership
Total participants, beginning-of-year	2006-01-01	90
Total number of active participants reported on line 7a of the Form 5500	2006-01-01	75
Number of retired or separated participants receiving benefits	2006-01-01	3
Number of other retired or separated participants entitled to future benefits	2006-01-01	11
Total of all active and inactive participants	2006-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2006-01-01	0
Total participants	2006-01-01	89
Number of participants with account balances	2006-01-01	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2006-01-01	0

Form 5500 Responses for NORTH CAROLINA ASSOCIATION OF EDUCATORS 401(K) PLAN

2006: NORTH CAROLINA ASSOCIATION OF EDUCATORS 401(K) PLAN 2006 form 5500 responses
2006-01-01	Type of plan entity	Single employer plan
2006-01-01	Submission has been amended	No
2006-01-01	This submission is the final filing	No
2006-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-01-01	Plan is a collectively bargained plan	No
2006-01-01	Plan funding arrangement – Trust	Yes
2006-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	NORTH CAROLINA ASSOCIATION OF EDUCATORS, INC.
Employer identification number (EIN):	560948289
NAIC Classification:	611000