EASTERN SHORE AREA AGENCY ON AGING/COMMUNITY ACTION AGENCY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF EASTERN SHORE AREA ON AGENCY/ COMMUNITY ACTION AGENCY
| Measure | Date | Value |
|---|
| 2025 : 403(B) THRIFT PLAN OF EASTERN SHORE AREA ON AGENCY/ COMMUNITY ACTION AGENCY 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-24 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-24 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-24 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-24 | 157218 |
| Net assets as of the end of the plan year | 2025-07-24 | 708315 |
| Total assets as of the beginning of the plan year | 2025-07-24 | 707918 |
| Value of plan covered by a fidelity bond | 2025-07-24 | 150000 |
| Participant contributions to plan in this plan year | 2025-07-24 | 29058 |
| Other expenses paid from plan in this plan year | 2025-07-24 | 0 |
| Other contributions to plan in this plan year | 2025-07-24 | 0 |
| Other income to plan in this plan year | 2025-07-24 | 104845 |
| Plan net income in this plan year | 2025-07-24 | 397 |
| Net assets as of the end of the plan year | 2025-07-24 | 708315 |
| Net assets as of the beginning of the plan year | 2025-07-24 | 707918 |
| Employer contributions to plan in this plan year | 2025-07-24 | 23712 |
| Fees paid to broker by Benefit Provider | 2025-07-24 | 55 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-24 | 187 |
| 2024 : 403(B) THRIFT PLAN OF EASTERN SHORE AREA ON AGENCY/ COMMUNITY ACTION AGENCY 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-30 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-30 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-30 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-30 | 87552 |
| Net assets as of the end of the plan year | 2024-07-30 | 707918 |
| Total assets as of the beginning of the plan year | 2024-07-30 | 620413 |
| Value of plan covered by a fidelity bond | 2024-07-30 | 150000 |
| Participant contributions to plan in this plan year | 2024-07-30 | 30344 |
| Other expenses paid from plan in this plan year | 2024-07-30 | 0 |
| Other contributions to plan in this plan year | 2024-07-30 | 0 |
| Other income to plan in this plan year | 2024-07-30 | 120244 |
| Plan net income in this plan year | 2024-07-30 | 87505 |
| Net assets as of the end of the plan year | 2024-07-30 | 707918 |
| Net assets as of the beginning of the plan year | 2024-07-30 | 620413 |
| Employer contributions to plan in this plan year | 2024-07-30 | 24469 |
| Fees paid to broker by Benefit Provider | 2024-07-30 | 157 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-30 | 177 |
| 2022 : 403(B) THRIFT PLAN OF EASTERN SHORE AREA ON AGENCY/ COMMUNITY ACTION AGENCY 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-26 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-26 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-26 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-26 | 79761 |
| Net assets as of the end of the plan year | 2022-07-26 | 828355 |
| Total assets as of the beginning of the plan year | 2022-07-26 | 741080 |
| Value of plan covered by a fidelity bond | 2022-07-26 | 150000 |
| Participant contributions to plan in this plan year | 2022-07-26 | 45435 |
| Value of participant loans at end of plan year | 2022-07-26 | 8108 |
| Other expenses paid from plan in this plan year | 2022-07-26 | 229 |
| Other contributions to plan in this plan year | 2022-07-26 | 0 |
| Other income to plan in this plan year | 2022-07-26 | 89281 |
| Plan net income in this plan year | 2022-07-26 | 87275 |
| Net assets as of the end of the plan year | 2022-07-26 | 828355 |
| Net assets as of the beginning of the plan year | 2022-07-26 | 741080 |
| Employer contributions to plan in this plan year | 2022-07-26 | 32320 |
| Fees paid to broker by Benefit Provider | 2022-07-26 | 53 |
| 2014 : 403(B) THRIFT PLAN OF EASTERN SHORE AREA ON AGENCY/ COMMUNITY ACTION AGENCY 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $20,905 |
| Total income from all sources | 2014-12-31 | $59,563 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $20,740 |
| Total plan assets at end of year | 2014-12-31 | $509,390 |
| Total plan assets at beginning of year | 2014-12-31 | $449,662 |
| Value of fidelity bond covering the plan | 2014-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $20,951 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $10,370 |
| Other income received | 2014-12-31 | $19,231 |
| Net income (gross income less expenses) | 2014-12-31 | $38,823 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $509,390 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $449,662 |
| Assets. Value of participant loans | 2014-12-31 | $49,978 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $19,381 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $10,205 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $165 |
| 2013 : 403(B) THRIFT PLAN OF EASTERN SHORE AREA ON AGENCY/ COMMUNITY ACTION AGENCY 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $0 |
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $53,354 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $449,622 |
| Total plan assets at beginning of year | 2013-12-31 | $396,268 |
| Total contributions received or receivable from participants | 2013-12-31 | $19,360 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $16,917 |
| Other income received | 2013-12-31 | $0 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $53,354 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $449,622 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $396,268 |
| Assets. Value of participant loans | 2013-12-31 | $7,018 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $17,077 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $0 |
| 2012 : 403(B) THRIFT PLAN OF EASTERN SHORE AREA ON AGENCY/ COMMUNITY ACTION AGENCY 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $35,378 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $293 |
| Total plan assets at end of year | 2012-12-31 | $396,268 |
| Total plan assets at beginning of year | 2012-12-31 | $348,094 |
| Total contributions received or receivable from participants | 2012-12-31 | $19,084 |
| Net income (gross income less expenses) | 2012-12-31 | $35,085 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $396,268 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $348,094 |
| Assets. Value of participant loans | 2012-12-31 | $26,357 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $16,294 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $293 |
| 2011 : 403(B) THRIFT PLAN OF EASTERN SHORE AREA ON AGENCY/ COMMUNITY ACTION AGENCY 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $36,843 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $37,945 |
| Total plan assets at end of year | 2011-12-31 | $348,094 |
| Total plan assets at beginning of year | 2011-12-31 | $337,669 |
| Total contributions received or receivable from participants | 2011-12-31 | $19,227 |
| Other income received | 2011-12-31 | $1,193 |
| Net income (gross income less expenses) | 2011-12-31 | $-1,102 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $348,094 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $337,669 |
| Assets. Value of participant loans | 2011-12-31 | $35,670 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $16,423 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $35,670 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $2,275 |
| 2010 : 403(B) THRIFT PLAN OF EASTERN SHORE AREA ON AGENCY/ COMMUNITY ACTION AGENCY 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $37,330 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $35,065 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $337,669 |
| Total plan assets at beginning of year | 2010-12-31 | $272,409 |
| Total contributions received or receivable from participants | 2010-12-31 | $21,819 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $0 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $2,265 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $337,669 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $272,409 |
| Assets. Value of participant loans | 2010-12-31 | $34,886 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $15,511 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $34,886 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $179 |
| 2014: 403(B) THRIFT PLAN OF EASTERN SHORE AREA ON AGENCY/ COMMUNITY ACTION AGENCY 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | First time form 5500 has been submitted | Yes |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: 403(B) THRIFT PLAN OF EASTERN SHORE AREA ON AGENCY/ COMMUNITY ACTION AGENCY 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | First time form 5500 has been submitted | Yes |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: 403(B) THRIFT PLAN OF EASTERN SHORE AREA ON AGENCY/ COMMUNITY ACTION AGENCY 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | First time form 5500 has been submitted | Yes |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: 403(B) THRIFT PLAN OF EASTERN SHORE AREA ON AGENCY/ COMMUNITY ACTION AGENCY 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: 403(B) THRIFT PLAN OF EASTERN SHORE AREA ON AGENCY/ COMMUNITY ACTION AGENCY 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: 403(B) THRIFT PLAN OF EASTERN SHORE AREA ON AGENCY/ COMMUNITY ACTION AGENCY 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
