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RETIREMENT PLAN AND TRUST FOR EMPLOYEES OF THE LEGAL AID SOCIETY OF THE ORANGE COUNTY BAR ASSOCIATION, INC 401k Plan overview

Plan NameRETIREMENT PLAN AND TRUST FOR EMPLOYEES OF THE LEGAL AID SOCIETY OF THE ORANGE COUNTY BAR ASSOCIATION, INC
Plan identification number 001

RETIREMENT PLAN AND TRUST FOR EMPLOYEES OF THE LEGAL AID SOCIETY OF THE ORANGE COUNTY BAR ASSOCIATION, INC Benefits

401k Plan TypeDefined 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.

401k Sponsoring company profile

LEGAL AID SOCIETY OF THE ORANGE COUNTY BAR ASSOCIATION, INC has sponsored the creation of one or more 401k plans.

Company Name:LEGAL AID SOCIETY OF THE ORANGE COUNTY BAR ASSOCIATION, INC
Employer identification number (EIN):591208322
NAIC Classification:541190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN AND TRUST FOR EMPLOYEES OF THE LEGAL AID SOCIETY OF THE ORANGE COUNTY BAR ASSOCIATION, INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01BETHANIE BARBER2023-11-08
0012021-01-01BETHANIE BARBER2022-06-24
0012020-01-01
0012019-01-01
0012018-01-01HILLARY LYALS2019-07-24 MARY ANNE DEPETRILLO2019-07-24
0012017-01-01HILLARY LYALS2018-07-20 MARY ANNE DEPETRILLO2018-07-20
0012016-01-01HILLARY LYALS2017-09-28 MARY ANNE DEPETRILLO2017-09-28
0012015-01-01HILLARY LYALS2016-06-28 MARY ANNE DEPETRILLO2016-06-28
0012014-01-01HILLARY LYALS2015-07-14 MARY ANNE DEPETRILLO2015-07-14
0012013-01-01MARY ANNE DE PETRILLO2014-07-23 HILLARY LYALS2014-07-23
0012012-01-01HILLARY LYALS2013-07-24 MARY ANNE DE PETRILLO2013-07-24
0012011-01-01HILLARY LYALS2012-09-06 MARY ANNE DE PETRILLO2012-09-06
0012010-01-01MARY ANNE DEPETRILLO2011-09-23 MARY ANNE DEPETRILLO2011-09-23

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