ECONOMIC & COMMUNITY DEVELOPMENT INSTITUTE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ECONOMIC & COMMUNITY DEVELOPMENT INSTITUTE EMPLOYEE HEALTH & WELFARE BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2023 : ECONOMIC & COMMUNITY DEVELOPMENT INSTITUTE EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-09-30 | $1,193 |
| Total plan liabilities at beginning of year | 2023-09-30 | $33,770 |
| Total income from all sources | 2023-09-30 | $888,282 |
| Expenses. Total of all expenses incurred | 2023-09-30 | $802,763 |
| Benefits paid (including direct rollovers) | 2023-09-30 | $724,159 |
| Total plan assets at end of year | 2023-09-30 | $98,674 |
| Total plan assets at beginning of year | 2023-09-30 | $45,732 |
| Value of fidelity bond covering the plan | 2023-09-30 | $300,000 |
| Total contributions received or receivable from participants | 2023-09-30 | $223,529 |
| Net income (gross income less expenses) | 2023-09-30 | $85,519 |
| Net plan assets at end of year (total assets less liabilities) | 2023-09-30 | $97,481 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-09-30 | $11,962 |
| Total contributions received or receivable from employer(s) | 2023-09-30 | $664,753 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-09-30 | $78,604 |
| 2022 : ECONOMIC & COMMUNITY DEVELOPMENT INSTITUTE EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-09-30 | $33,770 |
| Total plan liabilities at beginning of year | 2022-09-30 | $1,996 |
| Total income from all sources | 2022-09-30 | $753,118 |
| Expenses. Total of all expenses incurred | 2022-09-30 | $784,495 |
| Benefits paid (including direct rollovers) | 2022-09-30 | $712,847 |
| Total plan assets at end of year | 2022-09-30 | $45,732 |
| Total plan assets at beginning of year | 2022-09-30 | $45,335 |
| Value of fidelity bond covering the plan | 2022-09-30 | $300,000 |
| Total contributions received or receivable from participants | 2022-09-30 | $275,332 |
| Net income (gross income less expenses) | 2022-09-30 | $-31,377 |
| Net plan assets at end of year (total assets less liabilities) | 2022-09-30 | $11,962 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-09-30 | $43,339 |
| Total contributions received or receivable from employer(s) | 2022-09-30 | $477,786 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-09-30 | $71,648 |
| 2021 : ECONOMIC & COMMUNITY DEVELOPMENT INSTITUTE EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-09-30 | $1,996 |
| Total plan liabilities at beginning of year | 2021-09-30 | $2,204 |
| Total income from all sources | 2021-09-30 | $455,078 |
| Expenses. Total of all expenses incurred | 2021-09-30 | $443,002 |
| Benefits paid (including direct rollovers) | 2021-09-30 | $387,367 |
| Total plan assets at end of year | 2021-09-30 | $45,335 |
| Total plan assets at beginning of year | 2021-09-30 | $33,467 |
| Value of fidelity bond covering the plan | 2021-09-30 | $150,000 |
| Total contributions received or receivable from participants | 2021-09-30 | $163,139 |
| Net income (gross income less expenses) | 2021-09-30 | $12,076 |
| Net plan assets at end of year (total assets less liabilities) | 2021-09-30 | $43,339 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-09-30 | $31,263 |
| Total contributions received or receivable from employer(s) | 2021-09-30 | $291,939 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-09-30 | $55,635 |
| 2020 : ECONOMIC & COMMUNITY DEVELOPMENT INSTITUTE EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-09-30 | $2,204 |
| Total plan liabilities at beginning of year | 2020-09-30 | $23,123 |
| Total income from all sources | 2020-09-30 | $457,044 |
| Expenses. Total of all expenses incurred | 2020-09-30 | $471,985 |
| Benefits paid (including direct rollovers) | 2020-09-30 | $423,999 |
| Total plan assets at end of year | 2020-09-30 | $33,467 |
| Total plan assets at beginning of year | 2020-09-30 | $69,327 |
| Value of fidelity bond covering the plan | 2020-09-30 | $100,000 |
| Total contributions received or receivable from participants | 2020-09-30 | $107,809 |
| Net income (gross income less expenses) | 2020-09-30 | $-14,941 |
| Net plan assets at end of year (total assets less liabilities) | 2020-09-30 | $31,263 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-09-30 | $46,204 |
| Total contributions received or receivable from employer(s) | 2020-09-30 | $349,235 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-09-30 | $47,986 |
| 2022: ECONOMIC & COMMUNITY DEVELOPMENT INSTITUTE EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2022 form 5500 responses |
|---|
| 2022-10-01 | Type of plan entity | Single employer plan |
| 2022-10-01 | Submission has been amended | No |
| 2022-10-01 | This submission is the final filing | No |
| 2022-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-10-01 | Plan is a collectively bargained plan | No |
| 2022-10-01 | Plan funding arrangement – Insurance | Yes |
| 2022-10-01 | Plan funding arrangement – Trust | Yes |
| 2022-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-10-01 | Plan benefit arrangement - Trust | Yes |
| 2021: ECONOMIC & COMMUNITY DEVELOPMENT INSTITUTE EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2021 form 5500 responses |
|---|
| 2021-10-01 | Type of plan entity | Single employer plan |
| 2021-10-01 | Submission has been amended | No |
| 2021-10-01 | This submission is the final filing | No |
| 2021-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-10-01 | Plan is a collectively bargained plan | No |
| 2021-10-01 | Plan funding arrangement – Insurance | Yes |
| 2021-10-01 | Plan funding arrangement – Trust | Yes |
| 2021-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-10-01 | Plan benefit arrangement - Trust | Yes |
| 2020: ECONOMIC & COMMUNITY DEVELOPMENT INSTITUTE EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2020 form 5500 responses |
|---|
| 2020-10-01 | Type of plan entity | Single employer plan |
| 2020-10-01 | Submission has been amended | No |
| 2020-10-01 | This submission is the final filing | No |
| 2020-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-10-01 | Plan is a collectively bargained plan | No |
| 2020-10-01 | Plan funding arrangement – Insurance | Yes |
| 2020-10-01 | Plan funding arrangement – Trust | Yes |
| 2020-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-10-01 | Plan benefit arrangement - Trust | Yes |
| 2019: ECONOMIC & COMMUNITY DEVELOPMENT INSTITUTE EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2019 form 5500 responses |
|---|
| 2019-10-01 | Type of plan entity | Single employer plan |
| 2019-10-01 | Submission has been amended | No |
| 2019-10-01 | This submission is the final filing | No |
| 2019-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-10-01 | Plan is a collectively bargained plan | No |
| 2019-10-01 | Plan funding arrangement – Insurance | Yes |
| 2019-10-01 | Plan funding arrangement – Trust | Yes |
| 2019-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-10-01 | Plan benefit arrangement - Trust | Yes |
