401k Plan data: COUNCIL ON AGING ORANGE COUNTY 403(B) PLAN plan

COUNCIL ON AGING ORANGE COUNTY 403(B) PLAN 401k Plan overview

Plan Name	COUNCIL ON AGING ORANGE COUNTY 403(B) PLAN
Plan identification number	001

COUNCIL ON AGING ORANGE COUNTY 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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 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.
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

COUNCIL ON AGING ORANGE COUNTY has sponsored the creation of one or more 401k plans.

Company Name: COUNCIL ON AGING ORANGE COUNTY

Employer identification number (EIN): 952874089

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COUNCIL ON AGING ORANGE COUNTY 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 LISA WRIGHT JENKINS 2024-10-14 LISA WRIGHT JENKINS 2024-10-14
001 2022-01-01 JOHN WELSH 2023-08-21 JOHN WELSH 2023-08-21
001 2021-01-01 FREDERICK RYDER 2022-10-13 FREDERICK RYDER 2022-10-13
001 2020-01-01 LISA WRIGHT JENKINS 2021-10-11 LISA WRIGHT JENKINS 2021-10-11
001 2019-01-01 LISA WRIGHT JENKINS 2020-10-09 LISA WRIGHT JENKINS 2020-10-09
001 2018-01-01 MIRIAM BOULGER 2019-05-17
001 2017-01-01 MIRIAM BOULGER 2018-07-20
001 2016-01-01 MIRIAM BOULGER 2017-05-30
001 2015-01-01 MIRIAM BOULGER 2016-07-21
001 2014-01-01 MIRIAM BOULGER 2015-05-08
001 2013-01-01 MIRIAM BOULGER 2014-10-14
001 2012-01-01 MIRIAM BOULGER 2013-07-23
001 2011-01-01 MIRIAM BOULGER 2012-10-11
001 2010-01-01 SUSAN OLMSTEAD-BOWEN 2011-07-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	LISA WRIGHT JENKINS	2024-10-14	LISA WRIGHT JENKINS	2024-10-14
001	2022-01-01	JOHN WELSH	2023-08-21	JOHN WELSH	2023-08-21
001	2021-01-01	FREDERICK RYDER	2022-10-13	FREDERICK RYDER	2022-10-13
001	2020-01-01	LISA WRIGHT JENKINS	2021-10-11	LISA WRIGHT JENKINS	2021-10-11
001	2019-01-01	LISA WRIGHT JENKINS	2020-10-09	LISA WRIGHT JENKINS	2020-10-09
001	2018-01-01	MIRIAM BOULGER	2019-05-17
001	2017-01-01	MIRIAM BOULGER	2018-07-20
001	2016-01-01	MIRIAM BOULGER	2017-05-30
001	2015-01-01	MIRIAM BOULGER	2016-07-21
001	2014-01-01	MIRIAM BOULGER	2015-05-08
001	2013-01-01	MIRIAM BOULGER	2014-10-14
001	2012-01-01	MIRIAM BOULGER	2013-07-23
001	2011-01-01	MIRIAM BOULGER	2012-10-11
001	2010-01-01	SUSAN OLMSTEAD-BOWEN	2011-07-28

Potentially related plans

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Company Name:	COUNCIL ON AGING ORANGE COUNTY
Employer identification number (EIN):	952874089
NAIC Classification:	624100
NAIC Description:	Individual and Family Services