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TAX DEFERRED ANNUITY PLAN OF BLANTON-PEALE INSTITUTE 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF BLANTON-PEALE INSTITUTE
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF BLANTON-PEALE INSTITUTE 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

BLANTON-PEALE INSTITUTE has sponsored the creation of one or more 401k plans.

Company Name:BLANTON-PEALE INSTITUTE
Employer identification number (EIN):132619665
NAIC Classification:611000

Additional information about BLANTON-PEALE INSTITUTE

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1953-05-04
Company Identification Number: 87361
Legal Registered Office Address: 3 WEST 29TH STREET
New York
NEW YORK
United States of America (USA)
10001

More information about BLANTON-PEALE INSTITUTE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF BLANTON-PEALE INSTITUTE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01TIMOTHY ROBERTS2024-05-17
0012021-07-01TIMOTHY ROBERTS2024-05-17
0012020-07-01TIMOTHY ROBERTS2022-01-28
0012019-07-01TIMOTHY ROBERTS2021-02-12
0012018-01-01RAMESH PERSAUD2019-03-28 RAMESH PERSAUD2019-03-28
0012017-01-01RAMESH PERSAUD2018-03-09 RAMESH PERSAUD2018-03-09
0012016-01-01RAMESH PERSAUD2017-04-04 RAMESH PERSAUD2017-04-04
0012015-01-01RAMESH PERSAUD2016-04-13 RAMESH PERSAUD2016-04-13
0012014-01-01RAMESH PERSAUD2015-03-16 RAMESH PERSAUD2015-03-16
0012013-01-01RAMESH PERSAUD2015-03-16
0012012-01-01RAMESH PERSAUD2015-03-16
0012011-01-01RAMESH PERSAUD2012-07-25
0012010-01-01RAMESH PERSAUD2011-07-27

Financial Data on TAX DEFERRED ANNUITY PLAN OF BLANTON-PEALE INSTITUTE

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF BLANTON-PEALE INSTITUTE 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-150
Total liabilities as of the end of the plan year2025-04-150
Total liabilities as of the beginning of the plan year2025-04-150
Total expenses incurred by plan in this plan year2025-04-1539566
Net assets as of the end of the plan year2025-04-15930317
Total assets as of the beginning of the plan year2025-04-15668649
Value of plan covered by a fidelity bond2025-04-15100000
Participant contributions to plan in this plan year2025-04-15132586
Other expenses paid from plan in this plan year2025-04-150
Other contributions to plan in this plan year2025-04-150
Other income to plan in this plan year2025-04-1595564
Plan net income in this plan year2025-04-15261668
Net assets as of the end of the plan year2025-04-15930317
Net assets as of the beginning of the plan year2025-04-15668649
Employer contributions to plan in this plan year2025-04-1573084
Fees paid to broker by Benefit Provider2025-04-15207
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-15207

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