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TAX DEFERRED ANNUITY PLAN FOR THE EMPLOYEES OF THE BOOMER ESIASON FOUNDATION 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN FOR THE EMPLOYEES OF THE BOOMER ESIASON FOUNDATION
Plan identification number 001

TAX DEFERRED ANNUITY PLAN FOR THE EMPLOYEES OF THE BOOMER ESIASON FOUNDATION Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

BOOMER ESIASON FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:BOOMER ESIASON FOUNDATION
Employer identification number (EIN):113142753
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 FOR THE EMPLOYEES OF THE BOOMER ESIASON FOUNDATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01RONALD RUBIN2024-08-26
0012022-01-01RONALD RUBIN2023-07-18
0012021-01-01RONALD RUBIN2022-07-14
0012020-01-01RONALD RUBIN2021-09-28
0012019-01-01RONALD RUBIN2020-09-30
0012018-01-01RONALD RUBIN2019-09-30
0012017-01-01RONALD RUBIN2018-07-30
0012016-01-01RONALD RUBIN2017-07-31
0012015-01-01RONALD RUBIN2016-07-29
0012014-01-01RONALD RUBIN2015-07-23
0012013-01-01RONALD RUBIN2014-07-25
0012012-01-01RONALD RUBIN2013-07-25
0012011-01-01RONALD RUBIN2012-07-31
0012010-01-01RONALD RUBIN2011-10-04

Financial Data on TAX DEFERRED ANNUITY PLAN FOR THE EMPLOYEES OF THE BOOMER ESIASON FOUNDATION

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN FOR THE EMPLOYEES OF THE BOOMER ESIASON FOUNDATION 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-02548019
Net assets as of the end of the plan year2025-04-026345514
Total assets as of the beginning of the plan year2025-04-025945454
Value of plan covered by a fidelity bond2025-04-021000000
Participant contributions to plan in this plan year2025-04-02103045
Value of participant loans at end of plan year2025-04-0244273
Other income to plan in this plan year2025-04-02791465
Plan net income in this plan year2025-04-02400060
Net assets as of the end of the plan year2025-04-026345514
Net assets as of the beginning of the plan year2025-04-025945454
Employer contributions to plan in this plan year2025-04-0253569
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-0215371
2024 : TAX DEFERRED ANNUITY PLAN FOR THE EMPLOYEES OF THE BOOMER ESIASON FOUNDATION 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-26109161
Net assets as of the end of the plan year2024-08-265945454
Total assets as of the beginning of the plan year2024-08-265119118
Value of plan covered by a fidelity bond2024-08-261000000
Participant contributions to plan in this plan year2024-08-2691798
Value of participant loans at end of plan year2024-08-260
Other income to plan in this plan year2024-08-26796568
Plan net income in this plan year2024-08-26826336
Net assets as of the end of the plan year2024-08-265945454
Net assets as of the beginning of the plan year2024-08-265119118
Employer contributions to plan in this plan year2024-08-2647131
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-2614145

Potentially related plans

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