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TAX DEFERRED ANNUITY PLAN OF MILFORD COUNCIL ON AGING 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF MILFORD COUNCIL ON AGING
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF MILFORD COUNCIL ON AGING 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

MILFORD COUNCIL ON AGING has sponsored the creation of one or more 401k plans.

Company Name:MILFORD COUNCIL ON AGING
Employer identification number (EIN):060863519
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF MILFORD COUNCIL ON AGING

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01PHYLLIS LEGGET2024-09-26
0022022-01-01PHYLLIS LEGGET2023-07-25
0022021-01-01PHYLLIS LEGGET2022-03-24
0022020-01-01PHYLLIS LEGGET2021-04-15
0022019-01-01PHYLLIS LEGGET2020-07-08
0022018-01-01JANICE JACKSON2019-06-26
0022017-01-01JANICE JACKSON2018-05-16 JANICE JACKSON2018-05-16
0022016-01-01JANICE JACKSON2017-06-27 JANICE JACKSON2017-06-27
0022015-01-01JANICE JACKSON2016-06-20 JANICE JACKSON2016-06-20
0022014-01-01JANICE JACKSON2015-05-05 JANICE JACKSON2015-05-05
0022013-01-01JANICE JACKSON2014-05-22 JANICE JACKSON2014-05-22
0022012-01-01JANICE JACKSON2013-05-23 JANICE JACKSON2013-05-23
0022011-01-01JANICE JACKSON2012-06-19 JANICE JACKSON2012-06-19
0022010-01-01JANICE JACKSON2011-05-24

Financial Data on TAX DEFERRED ANNUITY PLAN OF MILFORD COUNCIL ON AGING

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF MILFORD COUNCIL ON AGING 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-140
Total liabilities as of the end of the plan year2025-10-140
Total liabilities as of the beginning of the plan year2025-10-140
Total expenses incurred by plan in this plan year2025-10-1424106
Net assets as of the end of the plan year2025-10-14615553
Total assets as of the beginning of the plan year2025-10-14532294
Value of plan covered by a fidelity bond2025-10-14200000
Participant contributions to plan in this plan year2025-10-1442772
Other expenses paid from plan in this plan year2025-10-140
Other contributions to plan in this plan year2025-10-140
Other income to plan in this plan year2025-10-1464593
Plan net income in this plan year2025-10-1483259
Net assets as of the end of the plan year2025-10-14615553
Net assets as of the beginning of the plan year2025-10-14532294
Employer contributions to plan in this plan year2025-10-140
Fees paid to broker by Benefit Provider2025-10-1470
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-14120
2024 : TAX DEFERRED ANNUITY PLAN OF MILFORD COUNCIL ON AGING 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-260
Total liabilities as of the end of the plan year2024-09-260
Total liabilities as of the beginning of the plan year2024-09-260
Total expenses incurred by plan in this plan year2024-09-2658364
Net assets as of the end of the plan year2024-09-26532294
Total assets as of the beginning of the plan year2024-09-26497776
Value of plan covered by a fidelity bond2024-09-26200000
Participant contributions to plan in this plan year2024-09-2637950
Other expenses paid from plan in this plan year2024-09-260
Other contributions to plan in this plan year2024-09-260
Other income to plan in this plan year2024-09-2654932
Plan net income in this plan year2024-09-2634518
Net assets as of the end of the plan year2024-09-26532294
Net assets as of the beginning of the plan year2024-09-26497776
Employer contributions to plan in this plan year2024-09-260
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-2649
2022 : TAX DEFERRED ANNUITY PLAN OF MILFORD COUNCIL ON AGING 2022 401k financial data
Total transfers to/from plan in this plan year2022-03-240
Total liabilities as of the end of the plan year2022-03-240
Total liabilities as of the beginning of the plan year2022-03-240
Total expenses incurred by plan in this plan year2022-03-2445280
Net assets as of the end of the plan year2022-03-24631727
Total assets as of the beginning of the plan year2022-03-24540062
Value of plan covered by a fidelity bond2022-03-24200000
Participant contributions to plan in this plan year2022-03-2429975
Other expenses paid from plan in this plan year2022-03-24180
Other contributions to plan in this plan year2022-03-2470645
Other income to plan in this plan year2022-03-2436325
Plan net income in this plan year2022-03-2491665
Net assets as of the end of the plan year2022-03-24631727
Net assets as of the beginning of the plan year2022-03-24540062
Employer contributions to plan in this plan year2022-03-240
Fees paid to broker by Benefit Provider2022-03-241175

Potentially related plans

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