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403(B) THRIFT PLAN FOR ECONOMIC OPPORTUNITY FOR SAVANNAH-CHATHAM COUNTY AREA, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN FOR ECONOMIC OPPORTUNITY FOR SAVANNAH-CHATHAM COUNTY AREA, INC.
Plan identification number 001

403(B) THRIFT PLAN FOR ECONOMIC OPPORTUNITY FOR SAVANNAH-CHATHAM COUNTY AREA, INC. 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • 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.

401k Sponsoring company profile

ECONOMIC OPPORTUNITY AUTHORITY FOR SAVANNAH-CHATHAM COUNTY AREA, INC. has sponsored the creation of one or more 401k plans.

Company Name:ECONOMIC OPPORTUNITY AUTHORITY FOR SAVANNAH-CHATHAM COUNTY AREA, INC.
Employer identification number (EIN):580952632
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN FOR ECONOMIC OPPORTUNITY FOR SAVANNAH-CHATHAM COUNTY AREA, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-03-01TERESA LARRY2023-12-20 TERESA LARRY2023-12-20
0012021-03-01TERESA LARRY2022-12-14
0012020-03-01TERESA LARRY2021-12-15
0012019-03-01TERRY TOLBERT2020-12-15
0012018-03-01TOM MCBETH2019-12-16
0012017-03-01TOM MCBETH TOM MCBETH2018-12-14
0012016-03-01TOM MCBETH
0012016-03-01 TOM MCBETH2018-01-30
0012015-03-01TOM MCBETH
0012015-03-01 TOM MCBETH2018-01-30
0012014-03-01JOHN FINNEY JOHN FINNEY2015-12-15

Plan Statistics for 403(B) THRIFT PLAN FOR ECONOMIC OPPORTUNITY FOR SAVANNAH-CHATHAM COUNTY AREA, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN FOR ECONOMIC OPPORTUNITY FOR SAVANNAH-CHATHAM COUNTY AREA, INC.

Measure Date Value
2022: 403(B) THRIFT PLAN FOR ECONOMIC OPPORTUNITY FOR SAVANNAH-CHATHAM COUNTY AREA, INC. 2022 401k membership
Total participants, beginning-of-year2022-03-01121
Total number of active participants reported on line 7a of the Form 55002022-03-01142
Number of retired or separated participants receiving benefits2022-03-012
Number of other retired or separated participants entitled to future benefits2022-03-0137
Total of all active and inactive participants2022-03-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-03-011
Total participants2022-03-01182
Number of participants with account balances2022-03-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-03-011
2021: 403(B) THRIFT PLAN FOR ECONOMIC OPPORTUNITY FOR SAVANNAH-CHATHAM COUNTY AREA, INC. 2021 401k membership
Total participants, beginning-of-year2021-03-01141
Total number of active participants reported on line 7a of the Form 55002021-03-01110
Number of retired or separated participants receiving benefits2021-03-012
Number of other retired or separated participants entitled to future benefits2021-03-0127
Total of all active and inactive participants2021-03-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-03-014
Total participants2021-03-01143
Number of participants with account balances2021-03-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-03-014
2020: 403(B) THRIFT PLAN FOR ECONOMIC OPPORTUNITY FOR SAVANNAH-CHATHAM COUNTY AREA, INC. 2020 401k membership
Total participants, beginning-of-year2020-03-01149
Total number of active participants reported on line 7a of the Form 55002020-03-01107
Number of retired or separated participants receiving benefits2020-03-011
Number of other retired or separated participants entitled to future benefits2020-03-0128
Total of all active and inactive participants2020-03-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-03-015
Total participants2020-03-01141
Number of participants with account balances2020-03-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-03-012
2019: 403(B) THRIFT PLAN FOR ECONOMIC OPPORTUNITY FOR SAVANNAH-CHATHAM COUNTY AREA, INC. 2019 401k membership
Total participants, beginning-of-year2019-03-01176
Total number of active participants reported on line 7a of the Form 55002019-03-01114
Number of retired or separated participants receiving benefits2019-03-011
Number of other retired or separated participants entitled to future benefits2019-03-0130
Total of all active and inactive participants2019-03-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-03-014
Total participants2019-03-01149
Number of participants with account balances2019-03-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-03-019
2018: 403(B) THRIFT PLAN FOR ECONOMIC OPPORTUNITY FOR SAVANNAH-CHATHAM COUNTY AREA, INC. 2018 401k membership
Total participants, beginning-of-year2018-03-01180
Total number of active participants reported on line 7a of the Form 55002018-03-01146
Number of retired or separated participants receiving benefits2018-03-011
Number of other retired or separated participants entitled to future benefits2018-03-0125
Total of all active and inactive participants2018-03-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-03-014
Total participants2018-03-01176
Number of participants with account balances2018-03-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-03-013
2017: 403(B) THRIFT PLAN FOR ECONOMIC OPPORTUNITY FOR SAVANNAH-CHATHAM COUNTY AREA, INC. 2017 401k membership
Total participants, beginning-of-year2017-03-01198
Total number of active participants reported on line 7a of the Form 55002017-03-01152
Number of retired or separated participants receiving benefits2017-03-012
Number of other retired or separated participants entitled to future benefits2017-03-0123
Total of all active and inactive participants2017-03-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-03-013
Total participants2017-03-01180
Number of participants with account balances2017-03-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-03-014
2016: 403(B) THRIFT PLAN FOR ECONOMIC OPPORTUNITY FOR SAVANNAH-CHATHAM COUNTY AREA, INC. 2016 401k membership
Total participants, beginning-of-year2016-03-01213
Total number of active participants reported on line 7a of the Form 55002016-03-01164
Number of other retired or separated participants entitled to future benefits2016-03-0134
Total of all active and inactive participants2016-03-01198
Total participants2016-03-01198
Number of participants with account balances2016-03-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-03-0120
2015: 403(B) THRIFT PLAN FOR ECONOMIC OPPORTUNITY FOR SAVANNAH-CHATHAM COUNTY AREA, INC. 2015 401k membership
Total participants, beginning-of-year2015-03-01208
Total number of active participants reported on line 7a of the Form 55002015-03-01178
Number of retired or separated participants receiving benefits2015-03-015
Number of other retired or separated participants entitled to future benefits2015-03-0130
Total of all active and inactive participants2015-03-01213
Total participants2015-03-01213
Number of participants with account balances2015-03-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-03-0115
2014: 403(B) THRIFT PLAN FOR ECONOMIC OPPORTUNITY FOR SAVANNAH-CHATHAM COUNTY AREA, INC. 2014 401k membership
Total participants, beginning-of-year2014-03-01210
Total number of active participants reported on line 7a of the Form 55002014-03-01189
Number of retired or separated participants receiving benefits2014-03-012
Number of other retired or separated participants entitled to future benefits2014-03-0116
Total of all active and inactive participants2014-03-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-03-011
Total participants2014-03-01208
Number of participants with account balances2014-03-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-03-010

Financial Data on 403(B) THRIFT PLAN FOR ECONOMIC OPPORTUNITY FOR SAVANNAH-CHATHAM COUNTY AREA, INC.

Measure Date Value
2023 : 403(B) THRIFT PLAN FOR ECONOMIC OPPORTUNITY FOR SAVANNAH-CHATHAM COUNTY AREA, INC. 2023 401k financial data
Total income from all sources (including contributions)2023-02-28$19,216
Total of all expenses incurred2023-02-28$96,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-02-28$93,999
Expenses. Certain deemed distributions of participant loans2023-02-28$1,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-02-28$122,073
Value of total assets at end of year2023-02-28$1,327,106
Value of total assets at beginning of year2023-02-28$1,403,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-02-28$864
Total interest from all sources2023-02-28$1,980
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-02-28No
Was this plan covered by a fidelity bond2023-02-28No
If this is an individual account plan, was there a blackout period2023-02-28No
Were there any nonexempt tranactions with any party-in-interest2023-02-28No
Contributions received from participants2023-02-28$78,111
Participant contributions at beginning of year2023-02-28$3,103
Participant contributions at end of year2023-02-28$2,841
Participant contributions at beginning of year2023-02-28$2,841
Administrative expenses (other) incurred2023-02-28$864
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-02-28No
Value of net income/loss2023-02-28$-76,821
Value of net assets at end of year (total assets less liabilities)2023-02-28$1,327,106
Value of net assets at beginning of year (total assets less liabilities)2023-02-28$1,403,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2023-02-28No
Were any leases to which the plan was party in default or uncollectible2023-02-28No
Value of interest in pooled separate accounts at end of year2023-02-28$957,390
Value of interest in pooled separate accounts at beginning of year2023-02-28$1,013,665
Interest on participant loans2023-02-28$1,645
Interest earned on other investments2023-02-28$335
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-02-28$365,665
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-02-28$383,108
Net investment gain/loss from pooled separate accounts2023-02-28$-104,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-02-28No
Was there a failure to transmit to the plan any participant contributions2023-02-28No
Has the plan failed to provide any benefit when due under the plan2023-02-28No
Contributions received in cash from employer2023-02-28$43,962
Employer contributions (assets) at end of year2023-02-28$1,210
Employer contributions (assets) at beginning of year2023-02-28$1,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-02-28$93,999
Did the plan have assets held for investment2023-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-02-28No
Opinion of an independent qualified public accountant for this plan2023-02-28Disclaimer
Accountancy firm name2023-02-28CAINES, HODGES & COMPANY, PC
Accountancy firm EIN2023-02-28582579944
2022 : 403(B) THRIFT PLAN FOR ECONOMIC OPPORTUNITY FOR SAVANNAH-CHATHAM COUNTY AREA, INC. 2022 401k financial data
Total income from all sources (including contributions)2022-02-28$177,188
Total of all expenses incurred2022-02-28$120,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-02-28$119,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-02-28$113,422
Value of total assets at end of year2022-02-28$1,403,927
Value of total assets at beginning of year2022-02-28$1,347,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-02-28$1,578
Total interest from all sources2022-02-28$11,859
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-02-28No
Was this plan covered by a fidelity bond2022-02-28No
If this is an individual account plan, was there a blackout period2022-02-28No
Were there any nonexempt tranactions with any party-in-interest2022-02-28No
Contributions received from participants2022-02-28$65,485
Participant contributions at end of year2022-02-28$3,103
Participant contributions at beginning of year2022-02-28$6,400
Participant contributions at end of year2022-02-28$2,841
Participant contributions at beginning of year2022-02-28$2,829
Income. Received or receivable in cash from other sources (including rollovers)2022-02-28$15,372
Administrative expenses (other) incurred2022-02-28$1,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-02-28No
Value of net income/loss2022-02-28$56,193
Value of net assets at end of year (total assets less liabilities)2022-02-28$1,403,927
Value of net assets at beginning of year (total assets less liabilities)2022-02-28$1,347,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2022-02-28No
Were any leases to which the plan was party in default or uncollectible2022-02-28No
Value of interest in pooled separate accounts at end of year2022-02-28$1,013,665
Value of interest in pooled separate accounts at beginning of year2022-02-28$925,703
Interest on participant loans2022-02-28$536
Interest earned on other investments2022-02-28$11,323
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-02-28$383,108
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-02-28$411,409
Net investment gain/loss from pooled separate accounts2022-02-28$51,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-02-28No
Was there a failure to transmit to the plan any participant contributions2022-02-28No
Has the plan failed to provide any benefit when due under the plan2022-02-28No
Contributions received in cash from employer2022-02-28$32,565
Employer contributions (assets) at end of year2022-02-28$1,210
Employer contributions (assets) at beginning of year2022-02-28$1,393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-02-28$119,417
Did the plan have assets held for investment2022-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-02-28No
Opinion of an independent qualified public accountant for this plan2022-02-28Disclaimer
Accountancy firm name2022-02-28CAINES, HODGES & COMPANY, PC
Accountancy firm EIN2022-02-28582579944
2021 : 403(B) THRIFT PLAN FOR ECONOMIC OPPORTUNITY FOR SAVANNAH-CHATHAM COUNTY AREA, INC. 2021 401k financial data
Total income from all sources (including contributions)2021-02-28$274,112
Total of all expenses incurred2021-02-28$119,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-02-28$117,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-02-28$102,223
Value of total assets at end of year2021-02-28$1,347,734
Value of total assets at beginning of year2021-02-28$1,192,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-02-28$2,093
Total interest from all sources2021-02-28$12,914
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-02-28No
Was this plan covered by a fidelity bond2021-02-28Yes
Value of fidelity bond cover2021-02-28$3,000,000
If this is an individual account plan, was there a blackout period2021-02-28No
Were there any nonexempt tranactions with any party-in-interest2021-02-28No
Contributions received from participants2021-02-28$66,367
Participant contributions at end of year2021-02-28$6,400
Participant contributions at beginning of year2021-02-28$6,974
Participant contributions at end of year2021-02-28$2,829
Participant contributions at beginning of year2021-02-28$3,227
Administrative expenses (other) incurred2021-02-28$2,093
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-02-28No
Value of net income/loss2021-02-28$154,940
Value of net assets at end of year (total assets less liabilities)2021-02-28$1,347,734
Value of net assets at beginning of year (total assets less liabilities)2021-02-28$1,192,794
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2021-02-28No
Were any leases to which the plan was party in default or uncollectible2021-02-28No
Value of interest in pooled separate accounts at end of year2021-02-28$925,703
Value of interest in pooled separate accounts at beginning of year2021-02-28$771,597
Interest on participant loans2021-02-28$660
Interest earned on other investments2021-02-28$12,254
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-02-28$411,409
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-02-28$409,491
Net investment gain/loss from pooled separate accounts2021-02-28$158,975
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-02-28No
Was there a failure to transmit to the plan any participant contributions2021-02-28No
Has the plan failed to provide any benefit when due under the plan2021-02-28No
Contributions received in cash from employer2021-02-28$35,856
Employer contributions (assets) at end of year2021-02-28$1,393
Employer contributions (assets) at beginning of year2021-02-28$1,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-02-28$117,079
Did the plan have assets held for investment2021-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-02-28No
Opinion of an independent qualified public accountant for this plan2021-02-28Disclaimer
Accountancy firm name2021-02-28CAINES, HODGES & COMPANY, PC
Accountancy firm EIN2021-02-28582579944
2020 : 403(B) THRIFT PLAN FOR ECONOMIC OPPORTUNITY FOR SAVANNAH-CHATHAM COUNTY AREA, INC. 2020 401k financial data
Total income from all sources (including contributions)2020-02-29$213,973
Total of all expenses incurred2020-02-29$289,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-02-29$286,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-02-29$167,838
Value of total assets at end of year2020-02-29$1,192,794
Value of total assets at beginning of year2020-02-29$1,268,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-02-29$2,784
Total interest from all sources2020-02-29$14,085
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-02-29No
Was this plan covered by a fidelity bond2020-02-29Yes
Value of fidelity bond cover2020-02-29$3,000,000
If this is an individual account plan, was there a blackout period2020-02-29No
Were there any nonexempt tranactions with any party-in-interest2020-02-29No
Contributions received from participants2020-02-29$93,169
Participant contributions at end of year2020-02-29$6,974
Participant contributions at beginning of year2020-02-29$3,550
Participant contributions at end of year2020-02-29$3,227
Participant contributions at beginning of year2020-02-29$613
Income. Received or receivable in cash from other sources (including rollovers)2020-02-29$28,588
Administrative expenses (other) incurred2020-02-29$2,784
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-02-29No
Value of net income/loss2020-02-29$-75,770
Value of net assets at end of year (total assets less liabilities)2020-02-29$1,192,794
Value of net assets at beginning of year (total assets less liabilities)2020-02-29$1,268,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2020-02-29No
Were any leases to which the plan was party in default or uncollectible2020-02-29No
Value of interest in pooled separate accounts at end of year2020-02-29$771,597
Value of interest in pooled separate accounts at beginning of year2020-02-29$809,729
Interest on participant loans2020-02-29$890
Interest earned on other investments2020-02-29$13,195
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-02-29$409,491
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-02-29$454,557
Net investment gain/loss from pooled separate accounts2020-02-29$32,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-02-29No
Was there a failure to transmit to the plan any participant contributions2020-02-29No
Has the plan failed to provide any benefit when due under the plan2020-02-29No
Contributions received in cash from employer2020-02-29$46,081
Employer contributions (assets) at end of year2020-02-29$1,505
Employer contributions (assets) at beginning of year2020-02-29$115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-02-29$286,959
Did the plan have assets held for investment2020-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-02-29No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-02-29Yes
Opinion of an independent qualified public accountant for this plan2020-02-29Disclaimer
Accountancy firm name2020-02-29CAINES, HODGES & COMPANY, PC
Accountancy firm EIN2020-02-29582579944
2019 : 403(B) THRIFT PLAN FOR ECONOMIC OPPORTUNITY FOR SAVANNAH-CHATHAM COUNTY AREA, INC. 2019 401k financial data
Total income from all sources (including contributions)2019-02-28$180,437
Total of all expenses incurred2019-02-28$109,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-02-28$107,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-02-28$155,113
Value of total assets at end of year2019-02-28$1,268,564
Value of total assets at beginning of year2019-02-28$1,197,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-02-28$2,463
Total interest from all sources2019-02-28$12,661
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-02-28No
Was this plan covered by a fidelity bond2019-02-28Yes
Value of fidelity bond cover2019-02-28$3,000,000
If this is an individual account plan, was there a blackout period2019-02-28No
Were there any nonexempt tranactions with any party-in-interest2019-02-28No
Contributions received from participants2019-02-28$102,523
Participant contributions at end of year2019-02-28$3,550
Participant contributions at beginning of year2019-02-28$9,050
Participant contributions at end of year2019-02-28$613
Participant contributions at beginning of year2019-02-28$306
Income. Received or receivable in cash from other sources (including rollovers)2019-02-28$2,606
Administrative expenses (other) incurred2019-02-28$2,463
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-02-28No
Value of net income/loss2019-02-28$70,924
Value of net assets at end of year (total assets less liabilities)2019-02-28$1,268,564
Value of net assets at beginning of year (total assets less liabilities)2019-02-28$1,197,640
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2019-02-28No
Were any leases to which the plan was party in default or uncollectible2019-02-28No
Value of interest in pooled separate accounts at end of year2019-02-28$809,729
Value of interest in pooled separate accounts at beginning of year2019-02-28$740,104
Interest on participant loans2019-02-28$784
Interest earned on other investments2019-02-28$11,877
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-02-28$454,557
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-02-28$448,036
Net investment gain/loss from pooled separate accounts2019-02-28$12,663
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-02-28No
Was there a failure to transmit to the plan any participant contributions2019-02-28No
Has the plan failed to provide any benefit when due under the plan2019-02-28No
Contributions received in cash from employer2019-02-28$49,984
Employer contributions (assets) at end of year2019-02-28$115
Employer contributions (assets) at beginning of year2019-02-28$144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-02-28$107,050
Did the plan have assets held for investment2019-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-02-28Yes
Opinion of an independent qualified public accountant for this plan2019-02-28Disclaimer
Accountancy firm name2019-02-28CANADY, HODGES, CAINES & RICHBOURG,
Accountancy firm EIN2019-02-28832586441
2018 : 403(B) THRIFT PLAN FOR ECONOMIC OPPORTUNITY FOR SAVANNAH-CHATHAM COUNTY AREA, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-02-28$0
Total income from all sources (including contributions)2018-02-28$225,431
Total loss/gain on sale of assets2018-02-28$0
Total of all expenses incurred2018-02-28$381,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-02-28$378,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-02-28$142,619
Value of total assets at end of year2018-02-28$1,197,640
Value of total assets at beginning of year2018-02-28$1,353,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-02-28$2,488
Total interest from all sources2018-02-28$468
Total dividends received (eg from common stock, registered investment company shares)2018-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-02-28No
Was this plan covered by a fidelity bond2018-02-28Yes
Value of fidelity bond cover2018-02-28$3,000,000
If this is an individual account plan, was there a blackout period2018-02-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-02-28$0
Were there any nonexempt tranactions with any party-in-interest2018-02-28No
Contributions received from participants2018-02-28$91,256
Participant contributions at end of year2018-02-28$9,050
Participant contributions at beginning of year2018-02-28$7,906
Participant contributions at end of year2018-02-28$306
Participant contributions at beginning of year2018-02-28$612
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-02-28No
Value of net income/loss2018-02-28$-155,980
Value of net assets at end of year (total assets less liabilities)2018-02-28$1,197,640
Value of net assets at beginning of year (total assets less liabilities)2018-02-28$1,353,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2018-02-28No
Were any leases to which the plan was party in default or uncollectible2018-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-02-28$740,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-02-28$956,618
Interest on participant loans2018-02-28$468
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-02-28$448,036
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-02-28$388,359
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-02-28$388,359
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-02-28$82,344
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-02-28No
Was there a failure to transmit to the plan any participant contributions2018-02-28No
Has the plan failed to provide any benefit when due under the plan2018-02-28No
Contributions received in cash from employer2018-02-28$51,363
Employer contributions (assets) at end of year2018-02-28$144
Employer contributions (assets) at beginning of year2018-02-28$125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-02-28$378,923
Contract administrator fees2018-02-28$2,488
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-02-28No
Did the plan have assets held for investment2018-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-02-28Yes
Opinion of an independent qualified public accountant for this plan2018-02-28Disclaimer
Accountancy firm name2018-02-28CAINES, HODGES & COMPANY, PC
Accountancy firm EIN2018-02-28582579944
2017 : 403(B) THRIFT PLAN FOR ECONOMIC OPPORTUNITY FOR SAVANNAH-CHATHAM COUNTY AREA, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-03-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-01$0
Total income from all sources (including contributions)2017-03-01$306,856
Total loss/gain on sale of assets2017-03-01$0
Total of all expenses incurred2017-03-01$102,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-01$99,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-01$154,797
Value of total assets at end of year2017-03-01$1,353,620
Value of total assets at beginning of year2017-03-01$1,148,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-01$2,211
Total interest from all sources2017-03-01$244
Total dividends received (eg from common stock, registered investment company shares)2017-03-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-01No
Was this plan covered by a fidelity bond2017-03-01Yes
Value of fidelity bond cover2017-03-01$3,000,000
If this is an individual account plan, was there a blackout period2017-03-01No
Were there any nonexempt tranactions with any party-in-interest2017-03-01No
Contributions received from participants2017-03-01$100,525
Participant contributions at end of year2017-03-01$7,906
Participant contributions at beginning of year2017-03-01$4,311
Participant contributions at end of year2017-03-01$125
Participant contributions at beginning of year2017-03-01$4,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-01No
Value of net income/loss2017-03-01$204,717
Value of net assets at end of year (total assets less liabilities)2017-03-01$1,353,620
Value of net assets at beginning of year (total assets less liabilities)2017-03-01$1,148,903
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-01No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-01No
Were any leases to which the plan was party in default or uncollectible2017-03-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-03-01$956,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-03-01$774,398
Interest on participant loans2017-03-01$244
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-03-01$388,359
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-03-01$363,150
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-03-01$363,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-03-01$151,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-01No
Was there a failure to transmit to the plan any participant contributions2017-03-01No
Has the plan failed to provide any benefit when due under the plan2017-03-01No
Contributions received in cash from employer2017-03-01$54,272
Employer contributions (assets) at end of year2017-03-01$612
Employer contributions (assets) at beginning of year2017-03-01$2,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-01$99,928
Contract administrator fees2017-03-01$2,211
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-03-01No
Did the plan have assets held for investment2017-03-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-01No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-01Yes
Opinion of an independent qualified public accountant for this plan2017-03-01Disclaimer
Accountancy firm name2017-03-01CAINES, HODGES & COMPANY, PC
Accountancy firm EIN2017-03-01582579944
Total unrealized appreciation/depreciation of assets2017-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-02-28$0
Total income from all sources (including contributions)2017-02-28$306,856
Total loss/gain on sale of assets2017-02-28$0
Total of all expenses incurred2017-02-28$102,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-02-28$99,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-02-28$154,797
Value of total assets at end of year2017-02-28$1,353,620
Value of total assets at beginning of year2017-02-28$1,148,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-02-28$2,211
Total interest from all sources2017-02-28$244
Total dividends received (eg from common stock, registered investment company shares)2017-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-02-28No
Was this plan covered by a fidelity bond2017-02-28Yes
Value of fidelity bond cover2017-02-28$3,000,000
If this is an individual account plan, was there a blackout period2017-02-28No
Were there any nonexempt tranactions with any party-in-interest2017-02-28No
Contributions received from participants2017-02-28$100,525
Participant contributions at end of year2017-02-28$7,906
Participant contributions at beginning of year2017-02-28$4,311
Participant contributions at end of year2017-02-28$125
Participant contributions at beginning of year2017-02-28$4,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-02-28No
Value of net income/loss2017-02-28$204,717
Value of net assets at end of year (total assets less liabilities)2017-02-28$1,353,620
Value of net assets at beginning of year (total assets less liabilities)2017-02-28$1,148,903
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2017-02-28No
Were any leases to which the plan was party in default or uncollectible2017-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-02-28$956,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-02-28$774,398
Interest on participant loans2017-02-28$244
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-02-28$388,359
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-02-28$363,150
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-02-28$363,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-02-28$151,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-02-28No
Was there a failure to transmit to the plan any participant contributions2017-02-28No
Has the plan failed to provide any benefit when due under the plan2017-02-28No
Contributions received in cash from employer2017-02-28$54,272
Employer contributions (assets) at end of year2017-02-28$612
Employer contributions (assets) at beginning of year2017-02-28$2,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-02-28$99,928
Contract administrator fees2017-02-28$2,211
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-02-28No
Did the plan have assets held for investment2017-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-02-28Yes
Opinion of an independent qualified public accountant for this plan2017-02-28Disclaimer
Accountancy firm name2017-02-28CAINES, HODGES & COMPANY, PC
Accountancy firm EIN2017-02-28582579944
2016 : 403(B) THRIFT PLAN FOR ECONOMIC OPPORTUNITY FOR SAVANNAH-CHATHAM COUNTY AREA, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-02-29$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-02-29$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-02-29$0
Total income from all sources (including contributions)2016-02-29$108,999
Total loss/gain on sale of assets2016-02-29$0
Total of all expenses incurred2016-02-29$121,318
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-02-29$119,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-02-29$166,146
Value of total assets at end of year2016-02-29$1,148,903
Value of total assets at beginning of year2016-02-29$1,161,222
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-02-29$1,352
Total interest from all sources2016-02-29$180
Total dividends received (eg from common stock, registered investment company shares)2016-02-29$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-02-29No
Was this plan covered by a fidelity bond2016-02-29Yes
Value of fidelity bond cover2016-02-29$2,600,000
If this is an individual account plan, was there a blackout period2016-02-29No
Were there any nonexempt tranactions with any party-in-interest2016-02-29No
Contributions received from participants2016-02-29$111,989
Participant contributions at end of year2016-02-29$4,311
Participant contributions at beginning of year2016-02-29$3,779
Participant contributions at end of year2016-02-29$4,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-02-29No
Value of net income/loss2016-02-29$-12,319
Value of net assets at end of year (total assets less liabilities)2016-02-29$1,148,903
Value of net assets at beginning of year (total assets less liabilities)2016-02-29$1,161,222
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2016-02-29No
Were any leases to which the plan was party in default or uncollectible2016-02-29No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-02-29$774,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-02-29$739,410
Interest on participant loans2016-02-29$180
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-02-29$363,150
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-02-29$418,033
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-02-29$418,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-02-29$-57,327
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-02-29No
Was there a failure to transmit to the plan any participant contributions2016-02-29No
Has the plan failed to provide any benefit when due under the plan2016-02-29No
Contributions received in cash from employer2016-02-29$54,157
Employer contributions (assets) at end of year2016-02-29$2,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-02-29$119,966
Contract administrator fees2016-02-29$1,352
Did the plan have assets held for investment2016-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-02-29No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-02-29Yes
Opinion of an independent qualified public accountant for this plan2016-02-29Disclaimer
Accountancy firm name2016-02-29CAINES, HODGES & COMPANY, PC
Accountancy firm EIN2016-02-29582579944
2015 : 403(B) THRIFT PLAN FOR ECONOMIC OPPORTUNITY FOR SAVANNAH-CHATHAM COUNTY AREA, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-02-28$0
Total income from all sources (including contributions)2015-02-28$286,545
Total loss/gain on sale of assets2015-02-28$0
Total of all expenses incurred2015-02-28$170,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-02-28$170,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-02-28$220,841
Value of total assets at end of year2015-02-28$1,161,222
Value of total assets at beginning of year2015-02-28$1,045,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-02-28$0
Total interest from all sources2015-02-28$160
Total dividends received (eg from common stock, registered investment company shares)2015-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-02-28No
Was this plan covered by a fidelity bond2015-02-28Yes
Value of fidelity bond cover2015-02-28$2,600,000
If this is an individual account plan, was there a blackout period2015-02-28No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-02-28$0
Were there any nonexempt tranactions with any party-in-interest2015-02-28No
Contributions received from participants2015-02-28$116,942
Participant contributions at end of year2015-02-28$3,779
Participant contributions at beginning of year2015-02-28$4,000
Participant contributions at beginning of year2015-02-28$612
Income. Received or receivable in cash from other sources (including rollovers)2015-02-28$44,652
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-02-28No
Value of net income/loss2015-02-28$115,912
Value of net assets at end of year (total assets less liabilities)2015-02-28$1,161,222
Value of net assets at beginning of year (total assets less liabilities)2015-02-28$1,045,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2015-02-28No
Were any leases to which the plan was party in default or uncollectible2015-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-02-28$739,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-02-28$1,040,573
Income. Interest from loans (other than to participants)2015-02-28$160
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-02-28$418,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-02-28$65,544
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-02-28No
Was there a failure to transmit to the plan any participant contributions2015-02-28No
Has the plan failed to provide any benefit when due under the plan2015-02-28No
Contributions received in cash from employer2015-02-28$59,247
Employer contributions (assets) at beginning of year2015-02-28$125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-02-28$170,633
Did the plan have assets held for investment2015-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-02-28Yes
Opinion of an independent qualified public accountant for this plan2015-02-28Disclaimer
Accountancy firm name2015-02-28CAINES, HODGES & COMPANY, PC
Accountancy firm EIN2015-02-28582579944

Form 5500 Responses for 403(B) THRIFT PLAN FOR ECONOMIC OPPORTUNITY FOR SAVANNAH-CHATHAM COUNTY AREA, INC.

2022: 403(B) THRIFT PLAN FOR ECONOMIC OPPORTUNITY FOR SAVANNAH-CHATHAM COUNTY AREA, INC. 2022 form 5500 responses
2022-03-01Type of plan entitySingle employer plan
2022-03-01Plan funding arrangement – InsuranceYes
2022-03-01Plan benefit arrangement – InsuranceYes
2021: 403(B) THRIFT PLAN FOR ECONOMIC OPPORTUNITY FOR SAVANNAH-CHATHAM COUNTY AREA, INC. 2021 form 5500 responses
2021-03-01Type of plan entitySingle employer plan
2021-03-01Plan funding arrangement – InsuranceYes
2021-03-01Plan benefit arrangement – InsuranceYes
2020: 403(B) THRIFT PLAN FOR ECONOMIC OPPORTUNITY FOR SAVANNAH-CHATHAM COUNTY AREA, INC. 2020 form 5500 responses
2020-03-01Type of plan entitySingle employer plan
2020-03-01Plan funding arrangement – InsuranceYes
2020-03-01Plan benefit arrangement – InsuranceYes
2019: 403(B) THRIFT PLAN FOR ECONOMIC OPPORTUNITY FOR SAVANNAH-CHATHAM COUNTY AREA, INC. 2019 form 5500 responses
2019-03-01Type of plan entitySingle employer plan
2019-03-01Plan funding arrangement – InsuranceYes
2019-03-01Plan benefit arrangement – InsuranceYes
2018: 403(B) THRIFT PLAN FOR ECONOMIC OPPORTUNITY FOR SAVANNAH-CHATHAM COUNTY AREA, INC. 2018 form 5500 responses
2018-03-01Type of plan entitySingle employer plan
2018-03-01Plan funding arrangement – InsuranceYes
2018-03-01Plan benefit arrangement – InsuranceYes
2017: 403(B) THRIFT PLAN FOR ECONOMIC OPPORTUNITY FOR SAVANNAH-CHATHAM COUNTY AREA, INC. 2017 form 5500 responses
2017-03-01Type of plan entitySingle employer plan
2017-03-01Submission has been amendedNo
2017-03-01This submission is the final filingNo
2017-03-01This return/report is a short plan year return/report (less than 12 months)No
2017-03-01Plan is a collectively bargained planNo
2017-03-01Plan funding arrangement – InsuranceYes
2017-03-01Plan benefit arrangement – InsuranceYes
2016: 403(B) THRIFT PLAN FOR ECONOMIC OPPORTUNITY FOR SAVANNAH-CHATHAM COUNTY AREA, INC. 2016 form 5500 responses
2016-03-01Type of plan entitySingle employer plan
2016-03-01Submission has been amendedYes
2016-03-01This submission is the final filingNo
2016-03-01This return/report is a short plan year return/report (less than 12 months)No
2016-03-01Plan is a collectively bargained planNo
2016-03-01Plan funding arrangement – InsuranceYes
2016-03-01Plan benefit arrangement – InsuranceYes
2015: 403(B) THRIFT PLAN FOR ECONOMIC OPPORTUNITY FOR SAVANNAH-CHATHAM COUNTY AREA, INC. 2015 form 5500 responses
2015-03-01Type of plan entitySingle employer plan
2015-03-01Submission has been amendedYes
2015-03-01This submission is the final filingNo
2015-03-01This return/report is a short plan year return/report (less than 12 months)No
2015-03-01Plan is a collectively bargained planNo
2015-03-01Plan funding arrangement – InsuranceYes
2015-03-01Plan benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN FOR ECONOMIC OPPORTUNITY FOR SAVANNAH-CHATHAM COUNTY AREA, INC. 2014 form 5500 responses
2014-03-01Type of plan entitySingle employer plan
2014-03-01First time form 5500 has been submittedYes
2014-03-01Submission has been amendedNo
2014-03-01This submission is the final filingNo
2014-03-01This return/report is a short plan year return/report (less than 12 months)No
2014-03-01Plan is a collectively bargained planNo
2014-03-01Plan funding arrangement – InsuranceYes
2014-03-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0027590
Policy instance 2
Insurance contract or identification number0027590
Number of Individuals Covered8
Insurance policy start date2022-03-01
Insurance policy end date2023-02-28
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059056-C
Policy instance 1
Insurance contract or identification number059056-C
Number of Individuals Covered152
Insurance policy start date2022-03-01
Insurance policy end date2023-02-28
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0027590
Policy instance 2
Insurance contract or identification number0027590
Number of Individuals Covered8
Insurance policy start date2021-03-01
Insurance policy end date2022-02-28
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059056-C
Policy instance 1
Insurance contract or identification number059056-C
Number of Individuals Covered114
Insurance policy start date2021-03-01
Insurance policy end date2022-02-28
Total amount of fees paid to insurance companyUSD $426
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees426
Additional information about fees paid to insurance brokerPORTION OF INVENTIVE COMP. PROGRAM
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0027590
Policy instance 2
Insurance contract or identification number0027590
Number of Individuals Covered8
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059056-C
Policy instance 1
Insurance contract or identification number059056-C
Number of Individuals Covered142
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Total amount of fees paid to insurance companyUSD $426
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees426
Additional information about fees paid to insurance brokerPORTION OF INVENTIVE COMP. PROGRAM
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0027590
Policy instance 2
Insurance contract or identification number0027590
Number of Individuals Covered8
Insurance policy start date2019-03-01
Insurance policy end date2020-02-29
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059056-C
Policy instance 1
Insurance contract or identification number059056-C
Number of Individuals Covered142
Insurance policy start date2019-03-01
Insurance policy end date2020-02-29
Total amount of fees paid to insurance companyUSD $1,036
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1036
Additional information about fees paid to insurance brokerPORTION OF INVENTIVE COMP. PROGRAM
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0027590
Policy instance 2
Insurance contract or identification number0027590
Number of Individuals Covered9
Insurance policy start date2018-03-01
Insurance policy end date2019-02-28
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059056-C
Policy instance 1
Insurance contract or identification number059056-C
Number of Individuals Covered171
Insurance policy start date2018-03-01
Insurance policy end date2019-02-28
Total amount of fees paid to insurance companyUSD $800
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees800
Additional information about fees paid to insurance brokerPORTION OF INVENTIVE COMP. PROGRAM
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0027590
Policy instance 2
Insurance contract or identification number0027590
Number of Individuals Covered11
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number059056-C
Policy instance 1
Insurance contract or identification number059056-C
Number of Individuals Covered171
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees340
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameATLANTA REGIONAL OFFICE

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