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| Plan Name | TAX DEFERRED ANNUITY PLAN OF MERTZ GILMORE FOUNDATION |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | MERTZ GILMORE FOUNDATION |
| Employer identification number (EIN): | 132872722 |
| NAIC Classification: | 813000 |
| NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about MERTZ GILMORE FOUNDATION
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 1959-09-11 |
| Company Identification Number: | 122430 |
| Legal Registered Office Address: |
218 EAST 18TH STREET New York NEW YORK United States of America (USA) 10003 |
More information about MERTZ GILMORE FOUNDATION
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | MARION CAPPIELLO | 2024-10-11 | ||
| 002 | 2022-01-01 | MARION CAPPIELLO | 2023-07-24 | ||
| 002 | 2021-01-01 | MARION CAPPIELLO | 2022-07-27 | ||
| 002 | 2020-01-01 | MARION CAPPIELLO | 2021-07-15 | ||
| 002 | 2019-01-01 | MARION CAPPIELLO | 2020-07-25 | ||
| 002 | 2018-01-01 | MARION CAPPIELLO | 2019-07-27 | ||
| 002 | 2017-01-01 | MARION CAPPIELLO | 2018-07-25 | MARION CAPPIELLO | 2018-07-25 |
| 002 | 2016-01-01 | MARION CAPPIELLO | 2017-07-24 | MARION CAPPIELLO | 2017-07-24 |
| 002 | 2016-01-01 | MARION CAPPIELLO | 2019-07-11 | MARION CAPPIELLO | 2019-07-11 |
| 002 | 2015-01-01 | MARION CAPPIELLO | 2016-07-21 | MARION CAPPIELLO | 2016-07-21 |
| 002 | 2014-01-01 | MARION CAPPIELLO | 2015-07-30 | MARION CAPPIELLO | 2015-07-30 |
| 002 | 2014-01-01 | MARION CAPPIELLO | 2015-08-03 | MARION CAPPIELLO | 2015-08-03 |
| 002 | 2013-01-01 | MARION CAPPIELLO | 2014-07-31 | MARION CAPPIELLO | 2014-07-31 |
| 002 | 2012-01-01 | MARION CAPPIELLO | 2013-07-22 | MARION CAPPIELLO | 2013-07-22 |
| 002 | 2011-01-01 | MARION CAPPIELLO | 2012-07-30 | ||
| 002 | 2010-01-01 | MARION CAPPIELLO | 2011-07-26 |
| Measure | Date | Value |
|---|---|---|
| 2025: TAX DEFERRED ANNUITY PLAN OF MERTZ GILMORE FOUNDATION 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-07-31 | 11 |
| Total number of particpants at end of year | 2025-07-31 | 11 |
| Number of Participants With Account Balances | 2025-07-31 | 11 |
| 2024: TAX DEFERRED ANNUITY PLAN OF MERTZ GILMORE FOUNDATION 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-10-11 | 11 |
| Total number of particpants at end of year | 2024-10-11 | 11 |
| Number of Participants With Account Balances | 2024-10-11 | 11 |
| Measure | Date | Value |
|---|---|---|
| 2025 : TAX DEFERRED ANNUITY PLAN OF MERTZ GILMORE FOUNDATION 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-07-31 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-31 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-31 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-31 | 310848 |
| Net assets as of the end of the plan year | 2025-07-31 | 1187597 |
| Total assets as of the beginning of the plan year | 2025-07-31 | 1211811 |
| Value of plan covered by a fidelity bond | 2025-07-31 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-31 | 102531 |
| Other expenses paid from plan in this plan year | 2025-07-31 | 9 |
| Other contributions to plan in this plan year | 2025-07-31 | 0 |
| Other income to plan in this plan year | 2025-07-31 | 184103 |
| Plan net income in this plan year | 2025-07-31 | -24214 |
| Net assets as of the end of the plan year | 2025-07-31 | 1187597 |
| Net assets as of the beginning of the plan year | 2025-07-31 | 1211811 |
| Employer contributions to plan in this plan year | 2025-07-31 | 0 |
| Fees paid to broker by Benefit Provider | 2025-07-31 | 126 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-31 | 125 |
| 2024 : TAX DEFERRED ANNUITY PLAN OF MERTZ GILMORE FOUNDATION 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-10-11 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-11 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-11 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-11 | 707257 |
| Net assets as of the end of the plan year | 2024-10-11 | 1211811 |
| Total assets as of the beginning of the plan year | 2024-10-11 | 1676922 |
| Value of plan covered by a fidelity bond | 2024-10-11 | 500000 |
| Participant contributions to plan in this plan year | 2024-10-11 | 61035 |
| Other expenses paid from plan in this plan year | 2024-10-11 | 0 |
| Other contributions to plan in this plan year | 2024-10-11 | 0 |
| Other income to plan in this plan year | 2024-10-11 | 181111 |
| Plan net income in this plan year | 2024-10-11 | -465111 |
| Net assets as of the end of the plan year | 2024-10-11 | 1211811 |
| Net assets as of the beginning of the plan year | 2024-10-11 | 1676922 |
| Employer contributions to plan in this plan year | 2024-10-11 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-11 | 67 |