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NEW YORK PSYCHOANALYTIC INSTITUTE TAX-DEFERRED (TDA) ANNUITY PLAN 401k Plan overview

Plan NameNEW YORK PSYCHOANALYTIC INSTITUTE TAX-DEFERRED (TDA) ANNUITY PLAN
Plan identification number 002

NEW YORK PSYCHOANALYTIC INSTITUTE TAX-DEFERRED (TDA) ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
    SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='131624130' AND PlanID='002'

401k Sponsoring company profile

NEW YORK PSYCHOANALYTIC SOCIETY AND INSTITUTE INC has sponsored the creation of one or more 401k plans.

Company Name:NEW YORK PSYCHOANALYTIC SOCIETY AND INSTITUTE INC
Employer identification number (EIN):131624130
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW YORK PSYCHOANALYTIC INSTITUTE TAX-DEFERRED (TDA) ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01CARLOS ALMEIDA2024-05-20 CARLOS ALMEIDA2024-05-20
0022022-01-01CARLOS ALMEIDA2023-05-19 CARLOS ALMEIDA2023-05-19
0022021-01-01CARLOS ALMEIDA2022-07-06 CARLOS ALMEIDA2022-07-06
0022020-01-01DAVID GOLDENBERG2021-06-29 DAVID GOLDENBERG2021-06-29
0022019-01-01DAVID GOLDENBERG2020-05-15 DAVID GOLDENBERG2020-05-15
0022018-01-01ADAM LIBOW2019-07-08 ADAM LIBOW2019-07-08
0022017-01-01ADAM LIBOW2018-07-10 ADAM LIBOW2018-07-10
0022016-01-01ADAM LIBOW2017-07-18 ADAM LIBOW2017-07-18
0022015-01-01ADAM LIBOW2016-07-08 ADAM LIBOW2016-07-08
0022014-01-01RONALD RAWITT2015-07-15 RONALD RAWITT2015-07-20
0022013-01-01RONALD RAWITT2014-07-15 RONALD RAWITT2014-07-15
0022012-01-01BRIAN ASLAMI2013-07-16 BRIAN ASLAMI2013-07-16
0022011-01-01ROGER RAHTZ2012-07-06 ROGER RAHTZ2012-07-06
0022010-01-01ROGER RAHTZ2011-06-30 ROGER RAHTZ2011-06-30

Financial Data on NEW YORK PSYCHOANALYTIC INSTITUTE TAX-DEFERRED (TDA) ANNUITY PLAN

Measure Date Value
2025 : NEW YORK PSYCHOANALYTIC INSTITUTE TAX-DEFERRED (TDA) ANNUITY PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-0763034
Net assets as of the end of the plan year2025-07-07474825
Total assets as of the beginning of the plan year2025-07-07485420
Value of plan covered by a fidelity bond2025-07-07250000
Participant contributions to plan in this plan year2025-07-073199
Other income to plan in this plan year2025-07-0749240
Plan net income in this plan year2025-07-07-10595
Net assets as of the end of the plan year2025-07-07474825
Net assets as of the beginning of the plan year2025-07-07485420
Fees paid to broker by Benefit Provider2025-07-072929
2024 : NEW YORK PSYCHOANALYTIC INSTITUTE TAX-DEFERRED (TDA) ANNUITY PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-2115948
Net assets as of the end of the plan year2024-05-21485420
Total assets as of the beginning of the plan year2024-05-21352663
Value of plan covered by a fidelity bond2024-05-21250000
Participant contributions to plan in this plan year2024-05-212600
Other contributions to plan in this plan year2024-05-2173793
Other income to plan in this plan year2024-05-2172312
Plan net income in this plan year2024-05-21132757
Net assets as of the end of the plan year2024-05-21485420
Net assets as of the beginning of the plan year2024-05-21352663
Fees paid to broker by Benefit Provider2024-05-212553
2022 : NEW YORK PSYCHOANALYTIC INSTITUTE TAX-DEFERRED (TDA) ANNUITY PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-1420211
Net assets as of the end of the plan year2022-07-14451197
Total assets as of the beginning of the plan year2022-07-14417621
Value of plan covered by a fidelity bond2022-07-14250000
Participant contributions to plan in this plan year2022-07-142550
Other income to plan in this plan year2022-07-1451237
Plan net income in this plan year2022-07-1433576
Net assets as of the end of the plan year2022-07-14451197
Net assets as of the beginning of the plan year2022-07-14417621
Fees paid to broker by Benefit Provider2022-07-141936

Potentially related plans

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