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TAX DEFERRED ANNUITY PLAN OF RESOURCES FOR CHILDREN WITH SPECIAL NEEDS, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF RESOURCES FOR CHILDREN WITH SPECIAL NEEDS, INC.
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF RESOURCES FOR CHILDREN WITH SPECIAL NEEDS, 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements 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

RESOURCES FOR CHILDREN WITH SPECIAL NEEDS, INC. has sponsored the creation of one or more 401k plans.

Company Name:RESOURCES FOR CHILDREN WITH SPECIAL NEEDS, INC.
Employer identification number (EIN):112594790
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 RESOURCES FOR CHILDREN WITH SPECIAL NEEDS, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LAURA-ANN PAFUNDI2024-10-04
0012022-01-01LAURA-ANN PAFUNDI2023-09-19
0012021-01-01LAURA-ANN PAFUNDI2022-10-03
0012021-01-01LAURA-ANN PAFUNDI2022-10-03
0012020-01-01STEPHEN STERN2021-03-15
0012019-01-01STEPHEN STERN2020-07-13
0012018-01-01STEPHEN STERN2019-07-09
0012017-01-01STEPHEN STERN2018-07-03 STEPHEN STERN2018-07-03
0012016-01-01STEPHEN STERN2017-05-03 STEPHEN STERN2017-05-03
0012013-01-01STEPHEN STERN2014-05-06 STEPHEN STERN2014-05-06
0012012-01-01STEPHEN STERN2013-05-09 STEPHEN STERN2013-05-09
0012011-01-01WILLIAM ANTURY2012-10-16
0012010-01-01WILLIAM ANTURY2011-07-22

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF RESOURCES FOR CHILDREN WITH SPECIAL NEEDS, INC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF RESOURCES FOR CHILDREN WITH SPECIAL NEEDS, INC.

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF RESOURCES FOR CHILDREN WITH SPECIAL NEEDS, INC. 2025 401k membership
Total number of particpants at beginning of year2025-07-1847
Total number of particpants at end of year2025-07-1853
Number of Participants With Account Balances2025-07-1853
2024: TAX DEFERRED ANNUITY PLAN OF RESOURCES FOR CHILDREN WITH SPECIAL NEEDS, INC. 2024 401k membership
Total number of particpants at beginning of year2024-10-0470
Total number of particpants at end of year2024-10-0447
Number of Participants With Account Balances2024-10-0447

Financial Data on TAX DEFERRED ANNUITY PLAN OF RESOURCES FOR CHILDREN WITH SPECIAL NEEDS, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF RESOURCES FOR CHILDREN WITH SPECIAL NEEDS, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-180
Total liabilities as of the end of the plan year2025-07-180
Total liabilities as of the beginning of the plan year2025-07-180
Total expenses incurred by plan in this plan year2025-07-18599031
Net assets as of the end of the plan year2025-07-182909362
Total assets as of the beginning of the plan year2025-07-182981176
Value of plan covered by a fidelity bond2025-07-18230000
Participant contributions to plan in this plan year2025-07-18135355
Value of participant loans at end of plan year2025-07-1816879
Other expenses paid from plan in this plan year2025-07-180
Other contributions to plan in this plan year2025-07-180
Other income to plan in this plan year2025-07-18326279
Plan net income in this plan year2025-07-18-71814
Net assets as of the end of the plan year2025-07-182909362
Net assets as of the beginning of the plan year2025-07-182981176
Employer contributions to plan in this plan year2025-07-1865583
Fees paid to broker by Benefit Provider2025-07-18553
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-18511
2024 : TAX DEFERRED ANNUITY PLAN OF RESOURCES FOR CHILDREN WITH SPECIAL NEEDS, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-040
Total liabilities as of the end of the plan year2024-10-040
Total liabilities as of the beginning of the plan year2024-10-040
Total expenses incurred by plan in this plan year2024-10-04286708
Net assets as of the end of the plan year2024-10-041192415
Total assets as of the beginning of the plan year2024-10-04995418
Value of plan covered by a fidelity bond2024-10-04230000
Participant contributions to plan in this plan year2024-10-04128371
Other expenses paid from plan in this plan year2024-10-040
Other contributions to plan in this plan year2024-10-0495424
Other income to plan in this plan year2024-10-04202975
Plan net income in this plan year2024-10-04196997
Net assets as of the end of the plan year2024-10-041192415
Net assets as of the beginning of the plan year2024-10-04995418
Employer contributions to plan in this plan year2024-10-0456935
Fees paid to broker by Benefit Provider2024-10-04547
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-04251

Potentially related plans

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