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TAX DEFERRED ANNUITY PLAN OF WHOLE LIFE, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF WHOLE LIFE, INC.
Plan identification number 003

TAX DEFERRED ANNUITY PLAN OF WHOLE LIFE, 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.
  • 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

WHOLE LIFE, INC. has sponsored the creation of one or more 401k plans.

Company Name:WHOLE LIFE, INC.
Employer identification number (EIN):061204033
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF WHOLE LIFE, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-07-01MARIA DELGRECO2025-01-23
0032022-07-01MARIA DELGRECO2024-04-12
0032021-07-01MARIA DELGRECO2023-04-18
0032020-07-01MARIA DELGRECO2022-01-31

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF WHOLE LIFE, INC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF WHOLE LIFE, INC.

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF WHOLE LIFE, INC. 2025 401k membership
Total number of particpants at beginning of year2025-11-101
Total number of particpants at end of year2025-11-101
Number of Participants With Account Balances2025-11-101
Total number of particpants at beginning of year2025-01-231
Total number of particpants at end of year2025-01-231
Number of Participants With Account Balances2025-01-231
2023: TAX DEFERRED ANNUITY PLAN OF WHOLE LIFE, INC. 2023 401k membership
Total number of particpants at beginning of year2023-04-182
Total number of particpants at end of year2023-04-181
Number of Participants With Account Balances2023-04-181

Financial Data on TAX DEFERRED ANNUITY PLAN OF WHOLE LIFE, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF WHOLE LIFE, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-11-100
Total liabilities as of the end of the plan year2025-11-100
Total liabilities as of the beginning of the plan year2025-11-100
Total expenses incurred by plan in this plan year2025-11-1022
Net assets as of the end of the plan year2025-11-10126464
Total assets as of the beginning of the plan year2025-11-1092387
Value of plan covered by a fidelity bond2025-11-10500000
Participant contributions to plan in this plan year2025-11-1023000
Other expenses paid from plan in this plan year2025-11-100
Other contributions to plan in this plan year2025-11-100
Other income to plan in this plan year2025-11-1011099
Plan net income in this plan year2025-11-1034077
Net assets as of the end of the plan year2025-11-10126464
Net assets as of the beginning of the plan year2025-11-1092387
Employer contributions to plan in this plan year2025-11-100
Fees paid to broker by Benefit Provider2025-11-1042
Expensese paid to adminstrative service provicers from plan in this plan year2025-11-1022
Total transfers to/from plan in this plan year2025-01-230
Total liabilities as of the end of the plan year2025-01-230
Total liabilities as of the beginning of the plan year2025-01-230
Total expenses incurred by plan in this plan year2025-01-2326
Net assets as of the end of the plan year2025-01-2392387
Total assets as of the beginning of the plan year2025-01-2360892
Value of plan covered by a fidelity bond2025-01-23500000
Participant contributions to plan in this plan year2025-01-2322500
Other expenses paid from plan in this plan year2025-01-230
Other contributions to plan in this plan year2025-01-230
Other income to plan in this plan year2025-01-239021
Plan net income in this plan year2025-01-2331495
Net assets as of the end of the plan year2025-01-2392387
Net assets as of the beginning of the plan year2025-01-2360892
Employer contributions to plan in this plan year2025-01-230
Fees paid to broker by Benefit Provider2025-01-2326
Expensese paid to adminstrative service provicers from plan in this plan year2025-01-2326
2023 : TAX DEFERRED ANNUITY PLAN OF WHOLE LIFE, INC. 2023 401k financial data
Total transfers to/from plan in this plan year2023-04-180
Total liabilities as of the end of the plan year2023-04-180
Total liabilities as of the beginning of the plan year2023-04-180
Total expenses incurred by plan in this plan year2023-04-1824
Net assets as of the end of the plan year2023-04-1831504
Total assets as of the beginning of the plan year2023-04-1822648
Value of plan covered by a fidelity bond2023-04-18500000
Participant contributions to plan in this plan year2023-04-1812700
Other expenses paid from plan in this plan year2023-04-180
Other contributions to plan in this plan year2023-04-180
Other income to plan in this plan year2023-04-18-3820
Plan net income in this plan year2023-04-188856
Net assets as of the end of the plan year2023-04-1831504
Net assets as of the beginning of the plan year2023-04-1822648
Employer contributions to plan in this plan year2023-04-180
Expensese paid to adminstrative service provicers from plan in this plan year2023-04-1824

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