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AREA AGENCY ON AGING PALM BEACH/ TREASURE COAST INC. RETIREMENT PLAN 401k Plan overview

Plan NameAREA AGENCY ON AGING PALM BEACH/ TREASURE COAST INC. RETIREMENT PLAN
Plan identification number 002

AREA AGENCY ON AGING PALM BEACH/ TREASURE COAST INC. RETIREMENT PLAN 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 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.
  • 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.
  • 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

AREA AGENCY ON AGING PALM BEACH/TREASURE has sponsored the creation of one or more 401k plans.

Company Name:AREA AGENCY ON AGING PALM BEACH/TREASURE
Employer identification number (EIN):650087858
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AREA AGENCY ON AGING PALM BEACH/ TREASURE COAST INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022018-01-01WHITNEY STORICK2019-07-17
0022017-01-01KAREN ROBERTS2018-07-05 KAREN ROBERTS2018-07-05
0022016-01-01KAREN ROBERTS2017-05-09 KAREN ROBERTS2017-05-09
0022015-01-01KAREN ROBERTS2016-06-30 KAREN ROBERTS2016-06-30
0022014-01-01KAREN ROBERTS2015-05-21 KAREN ROBERTS2015-05-21
0022013-01-01KAREN ROBERTS2014-02-28 KAREN ROBERTS2014-02-28
0022012-01-01KAREN ROBERTS2013-05-29 KAREN ROBERTS2013-05-29
0022011-01-01KAREN ROBERTS2012-07-27 KAREN ROBERTS2012-07-27
0022010-01-01KAREN ROBERTS2011-07-28 KAREN ROBERTS2011-07-28

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