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TAX DEFERRED ANNUITY PLAN OF MERCY HOME FOR CHILDREN 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF MERCY HOME FOR CHILDREN
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF MERCY HOME FOR CHILDREN 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.
  • 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

MERCY HOME FOR CHILDREN has sponsored the creation of one or more 401k plans.

Company Name:MERCY HOME FOR CHILDREN
Employer identification number (EIN):111666227
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF MERCY HOME FOR CHILDREN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHELLE JENKINS2024-10-15 MICHELLE JENKINS2024-10-15
0012022-01-01MICHELLE JENKINS2023-10-16 MICHELLE JENKINS2023-10-16
0012021-01-01JAMEL HUNT2022-10-17 JAMEL HUNT2022-10-17
0012020-01-01JAMEL HUNT2021-10-11 JAMEL HUNT2021-10-11
0012019-01-01JAMEL HUNT2020-10-15 JAMEL HUNT2020-10-15
0012018-01-01JAMEL HUNT2019-09-30 JAMEL HUNT2019-09-30
0012017-01-01JAMEL HUNT2018-10-15 JAMEL HUNT2018-10-15
0012016-01-01IAN BATES2017-09-13 IAN BATES2017-09-13
0012012-01-01IAN BATES2013-10-15 IAN BATES2013-10-15
0012011-01-01IAN BATES IAN BATES2012-10-12
0012010-01-01IAN BATES IAN BATES2011-11-01
0012009-01-01IAN BATES
0012009-01-01IAN BATES IAN BATES2011-06-22
0012009-01-01IAN BATES
0012009-01-01 IAN BATES2010-11-16

Financial Data on TAX DEFERRED ANNUITY PLAN OF MERCY HOME FOR CHILDREN

Measure Date Value
2024 : TAX DEFERRED ANNUITY PLAN OF MERCY HOME FOR CHILDREN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-10-150
Total expenses incurred by plan in this plan year2024-10-15403192
Net assets as of the end of the plan year2024-10-155695570
Total assets as of the beginning of the plan year2024-10-152792976
Value of plan covered by a fidelity bond2024-10-15500000
Participant contributions to plan in this plan year2024-10-1599018
Value of participant loans at end of plan year2024-10-1520175
Other expenses paid from plan in this plan year2024-10-150
Other contributions to plan in this plan year2024-10-15196235
Other income to plan in this plan year2024-10-152855254
Plan net income in this plan year2024-10-152902594
Net assets as of the end of the plan year2024-10-155695570
Net assets as of the beginning of the plan year2024-10-152792976
Employer contributions to plan in this plan year2024-10-15155279
Fees paid to broker by Benefit Provider2024-10-15458
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-15649
2011 : TAX DEFERRED ANNUITY PLAN OF MERCY HOME FOR CHILDREN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$117,796
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$32,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$29,959
Expenses. Certain deemed distributions of participant loans2011-12-31$2,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$115,562
Value of total assets at end of year2011-12-31$1,448,249
Value of total assets at beginning of year2011-12-31$1,362,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$23,095
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$450,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$115,562
Participant contributions at end of year2011-12-31$48,678
Participant contributions at beginning of year2011-12-31$67,273
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$85,725
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,448,249
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,362,524
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$618,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$605,665
Interest on participant loans2011-12-31$0
Interest earned on other investments2011-12-31$23,095
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$780,972
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$689,586
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-20,861
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$29,959
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LOEB & TROPER LLP
Accountancy firm EIN2011-12-31131517563
2010 : TAX DEFERRED ANNUITY PLAN OF MERCY HOME FOR CHILDREN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$226,219
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$21,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$21,188
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$114,068
Value of total assets at end of year2010-12-31$1,362,524
Value of total assets at beginning of year2010-12-31$1,157,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$60
Total interest from all sources2010-12-31$21,743
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$450,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$114,068
Participant contributions at end of year2010-12-31$67,273
Participant contributions at beginning of year2010-12-31$73,771
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$60
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$204,971
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,362,524
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,157,553
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$605,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$485,149
Interest on participant loans2010-12-31$0
Interest earned on other investments2010-12-31$21,743
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$689,586
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$598,633
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$90,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$21,188
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LOEB AND TROPER LLP
Accountancy firm EIN2010-12-31131517563
2009 : TAX DEFERRED ANNUITY PLAN OF MERCY HOME FOR CHILDREN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for TAX DEFERRED ANNUITY PLAN OF MERCY HOME FOR CHILDREN

2011: TAX DEFERRED ANNUITY PLAN OF MERCY HOME FOR CHILDREN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: TAX DEFERRED ANNUITY PLAN OF MERCY HOME FOR CHILDREN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: TAX DEFERRED ANNUITY PLAN OF MERCY HOME FOR CHILDREN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number016279F
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number016279F
Policy instance 1

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