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THE WILLIAM CASPAR GRAUSTEIN MEMORIAL FUND TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameTHE WILLIAM CASPAR GRAUSTEIN MEMORIAL FUND TAX DEFERRED ANNUITY PLAN
Plan identification number 001

THE WILLIAM CASPAR GRAUSTEIN MEMORIAL FUND TAX DEFERRED ANNUITY PLAN 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

WILLIAM CASPAR GRAUSTEIN MEMORIAL FUND has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM CASPAR GRAUSTEIN MEMORIAL FUND
Employer identification number (EIN):046037391
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE WILLIAM CASPAR GRAUSTEIN MEMORIAL FUND TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01GHISLAINE NGOUNOU2024-10-07
0012022-01-01R. DAVID ADDAMS2023-08-15
0012021-01-01R. DAVID ADDAMS2022-09-14
0012020-01-01R. DAVID ADDAMS2021-07-24
0012019-01-01R. DAVID ADDAMS2020-09-14
0012018-01-01R. DAVID ADDAMS2019-07-25
0012017-01-01R. DAVID ADDAMS2018-09-24
0012016-01-01R. DAVID ADDAMS2017-10-05
0012015-01-01R. DAVID ADDAMS2016-05-03
0012014-01-01
0012013-01-01R. DAVID ADDAMS2014-06-20
0012012-01-01DAVID NEE2013-09-20
0012011-01-01DAVID NEE2012-07-26
0012010-01-01DAVID NEE2011-10-13
0012009-01-01DAVID NEE

Financial Data on THE WILLIAM CASPAR GRAUSTEIN MEMORIAL FUND TAX DEFERRED ANNUITY PLAN

Measure Date Value
2025 : THE WILLIAM CASPAR GRAUSTEIN MEMORIAL FUND TAX DEFERRED ANNUITY PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-234024139
Total liabilities as of the end of the plan year2025-04-230
Total liabilities as of the beginning of the plan year2025-04-230
Total expenses incurred by plan in this plan year2025-04-23256
Net assets as of the end of the plan year2025-04-234008448
Total assets as of the beginning of the plan year2025-04-230
Value of plan covered by a fidelity bond2025-04-23450000
Participant contributions to plan in this plan year2025-04-237736
Other expenses paid from plan in this plan year2025-04-230
Other contributions to plan in this plan year2025-04-230
Other income to plan in this plan year2025-04-23-33670
Plan net income in this plan year2025-04-23-15691
Net assets as of the end of the plan year2025-04-234008448
Net assets as of the beginning of the plan year2025-04-230
Employer contributions to plan in this plan year2025-04-2310499
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-23112
2024 : THE WILLIAM CASPAR GRAUSTEIN MEMORIAL FUND TAX DEFERRED ANNUITY PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-0715653
Net assets as of the end of the plan year2024-10-073409985
Total assets as of the beginning of the plan year2024-10-072781328
Value of plan covered by a fidelity bond2024-10-07150000
Participant contributions to plan in this plan year2024-10-07161917
Other income to plan in this plan year2024-10-07322353
Plan net income in this plan year2024-10-07628657
Net assets as of the end of the plan year2024-10-073409985
Net assets as of the beginning of the plan year2024-10-072781328
Employer contributions to plan in this plan year2024-10-07160040
Fees paid to broker by Benefit Provider2024-10-0710245
2022 : THE WILLIAM CASPAR GRAUSTEIN MEMORIAL FUND TAX DEFERRED ANNUITY PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-14221809
Net assets as of the end of the plan year2022-09-142959079
Total assets as of the beginning of the plan year2022-09-142672342
Value of plan covered by a fidelity bond2022-09-14150000
Participant contributions to plan in this plan year2022-09-14134654
Other income to plan in this plan year2022-09-14226293
Plan net income in this plan year2022-09-14286737
Net assets as of the end of the plan year2022-09-142959079
Net assets as of the beginning of the plan year2022-09-142672342
Employer contributions to plan in this plan year2022-09-14147599
Fees paid to broker by Benefit Provider2022-09-1411094

Form 5500 Responses for THE WILLIAM CASPAR GRAUSTEIN MEMORIAL FUND TAX DEFERRED ANNUITY PLAN

2009: THE WILLIAM CASPAR GRAUSTEIN MEMORIAL FUND TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

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