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TAX DEFERRED ANNUITY PLAN OF WALNUT STREET CENTER, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF WALNUT STREET CENTER, INC.
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF WALNUT STREET CENTER, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WALNUT STREET CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:WALNUT STREET CENTER, INC.
Employer identification number (EIN):042513725
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF WALNUT STREET CENTER, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-07-01CAROLYNE GUFFEY2024-04-15
0022021-07-01CAROLYNE GUFFEY2023-04-17
0022020-07-01CAROLYNE GUFFEY2022-01-26
0022019-07-01CAROLYNE GUFFEY2021-04-14

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF WALNUT STREET CENTER, INC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF WALNUT STREET CENTER, INC.

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF WALNUT STREET CENTER, INC. 2025 401k membership
Total number of particpants at beginning of year2025-01-3042
Total number of particpants at end of year2025-01-3057
Number of Participants With Account Balances2025-01-3024
2023: TAX DEFERRED ANNUITY PLAN OF WALNUT STREET CENTER, INC. 2023 401k membership
Total number of particpants at beginning of year2023-04-172
Total number of particpants at end of year2023-04-172
Number of Participants With Account Balances2023-04-172

Financial Data on TAX DEFERRED ANNUITY PLAN OF WALNUT STREET CENTER, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF WALNUT STREET CENTER, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-01-300
Total liabilities as of the end of the plan year2025-01-300
Total liabilities as of the beginning of the plan year2025-01-300
Total expenses incurred by plan in this plan year2025-01-301332
Net assets as of the end of the plan year2025-01-30316838
Total assets as of the beginning of the plan year2025-01-30154937
Value of plan covered by a fidelity bond2025-01-3030000
Participant contributions to plan in this plan year2025-01-30129272
Other expenses paid from plan in this plan year2025-01-300
Other contributions to plan in this plan year2025-01-300
Other income to plan in this plan year2025-01-3033961
Plan net income in this plan year2025-01-30161901
Net assets as of the end of the plan year2025-01-30316838
Net assets as of the beginning of the plan year2025-01-30154937
Employer contributions to plan in this plan year2025-01-300
Expensese paid to adminstrative service provicers from plan in this plan year2025-01-3092
2023 : TAX DEFERRED ANNUITY PLAN OF WALNUT STREET CENTER, INC. 2023 401k financial data
Total transfers to/from plan in this plan year2023-04-170
Total liabilities as of the end of the plan year2023-04-170
Total liabilities as of the beginning of the plan year2023-04-170
Total expenses incurred by plan in this plan year2023-04-170
Net assets as of the end of the plan year2023-04-1789123
Total assets as of the beginning of the plan year2023-04-1759939
Value of plan covered by a fidelity bond2023-04-1730000
Participant contributions to plan in this plan year2023-04-1745800
Other expenses paid from plan in this plan year2023-04-170
Other contributions to plan in this plan year2023-04-170
Other income to plan in this plan year2023-04-17-16616
Plan net income in this plan year2023-04-1729184
Net assets as of the end of the plan year2023-04-1789123
Net assets as of the beginning of the plan year2023-04-1759939
Employer contributions to plan in this plan year2023-04-170

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