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GEORGE HAIL FREE LIBRARY 403(B) DC PLAN 401k Plan overview

Plan NameGEORGE HAIL FREE LIBRARY 403(B) DC PLAN
Plan identification number 001

GEORGE HAIL FREE LIBRARY 403(B) DC PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • 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

GEORGE HAIL FREE LIBRARY has sponsored the creation of one or more 401k plans.

Company Name:GEORGE HAIL FREE LIBRARY
Employer identification number (EIN):050281755
NAIC Classification:519100

Additional information about GEORGE HAIL FREE LIBRARY

Jurisdiction of Incorporation: Secretary of State Rhode Island
Incorporation Date:
Company Identification Number: 000026053

More information about GEORGE HAIL FREE LIBRARY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GEORGE HAIL FREE LIBRARY 403(B) DC PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01CHERYL CAGGIANO2023-09-05 CHERYL CAGGIANO2023-09-05
0012021-07-01CHERYL CAGGIANO2023-02-21 CHERYL CAGGIANO2023-02-21
0012020-07-01CHERYL CAGGIANO2022-01-05 CHERYL CAGGIANO2022-01-05
0012020-07-01CHERYL CAGGIANO2021-03-31 CHERYL CAGGIANO2021-03-31
0012019-01-01CHERYL CAGGIANO2020-01-15 CHERYL CAGGIANO2020-01-15
0012018-01-01CHERYL CAGGIANO2019-07-08 CHERYL CAGGIANO2019-07-08
0012017-01-01CHERYL CAGGIANO2018-05-30 CHERYL CAGGIANO2018-05-30
0012016-01-01ANTHONY REGO2017-07-07 ANTHONY REGO2017-07-07
0012015-01-01ANTHONY REGO2016-05-18 ANTHONY REGO2016-05-18
0012014-01-01ANTHONY REGO2015-03-31 ANTHONY REGO2015-03-31
0012013-01-01ANTHONY REGO2014-06-11 ANTHONY REGO2014-06-11
0012012-01-01ANTHONY REGO2013-05-09 ANTHONY REGO2013-05-09
0012011-01-01ANTHONY REGO2012-08-23 ANTHONY REGO2012-08-23

Plan Statistics for GEORGE HAIL FREE LIBRARY 403(B) DC PLAN

401k plan membership statisitcs for GEORGE HAIL FREE LIBRARY 403(B) DC PLAN

Measure Date Value
2021: GEORGE HAIL FREE LIBRARY 403(B) DC PLAN 2021 401k membership
Balance at beginning of prior year after applicable adjustments2021-06-300
Prefunding balance at beginning of prior year after applicable adjustments2021-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-300
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-300
Amount remaining of prefunding balance2021-06-300
Present value of excess contributions2021-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-300
Balance of prefunding at beginning of current year2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-300
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-300
Net shortfall amortization installment of oustanding balance2021-06-300
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-300
Additional cash requirement2021-06-300
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300

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