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| Plan Name | THE AMERICAS 403(B) MEP AS ADOPTED BY THE PHILATELIC FOUNDATION |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | THE PHILATELIC FOUNDATION |
| Employer identification number (EIN): | 131523140 |
| NAIC Classification: | 541990 |
| NAIC Description: | All Other Professional, Scientific, and Technical Services |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | THAD COWARD | 2024-02-13 | ||
| 001 | 2022-01-01 | THAD COWARD | 2023-07-28 | ||
| 001 | 2021-01-01 | THAD COWARD | 2022-10-14 | ||
| 001 | 2021-01-01 | THAD COWARD | 2022-10-14 | ||
| 001 | 2020-01-01 | BETTY CALDWELL | 2021-07-01 | ||
| 001 | 2019-01-01 | BETTY CALDWELL | 2020-09-24 | ||
| 001 | 2018-01-01 | BETTY CALDWELL | 2019-05-13 | ||
| 001 | 2017-01-01 | LANCE KESTERSON | 2018-06-18 | ||
| 001 | 2016-01-01 | LARRY LYONS | 2017-10-05 | ||
| 001 | 2015-01-01 | LARRY LYONS | 2016-09-22 | ||
| 001 | 2013-01-01 | LARRY LYONS | 2014-10-09 | ||
| 001 | 2012-01-01 | LARRY LYONS | 2013-09-09 |
| Measure | Date | Value |
|---|---|---|
| 2024: THE AMERICAS 403(B) MEP AS ADOPTED BY THE PHILATELIC FOUNDATION 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-02-13 | 5 |
| Total number of particpants at end of year | 2024-02-13 | 0 |
| Number of Participants With Account Balances | 2024-02-13 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2024 : THE AMERICAS 403(B) MEP AS ADOPTED BY THE PHILATELIC FOUNDATION 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-02-13 | -436310 |
| Total expenses incurred by plan in this plan year | 2024-02-13 | 1511 |
| Net assets as of the end of the plan year | 2024-02-13 | 0 |
| Total assets as of the beginning of the plan year | 2024-02-13 | 407049 |
| Value of plan covered by a fidelity bond | 2024-02-13 | 40705 |
| Participant contributions to plan in this plan year | 2024-02-13 | 8118 |
| Other income to plan in this plan year | 2024-02-13 | 14536 |
| Plan net income in this plan year | 2024-02-13 | 29261 |
| Net assets as of the end of the plan year | 2024-02-13 | 0 |
| Net assets as of the beginning of the plan year | 2024-02-13 | 407049 |
| Employer contributions to plan in this plan year | 2024-02-13 | 8118 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-02-13 | 1511 |
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