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TAX DEFERRED ANNUITY PLAN OF MEALS ON WHEELS OF STATEN ISLAND, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF MEALS ON WHEELS OF STATEN ISLAND, INC.
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF MEALS ON WHEELS OF STATEN ISLAND, INC. 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

MEALS ON WHEELS OF STATEN ISLAND, I NC. has sponsored the creation of one or more 401k plans.

Company Name:MEALS ON WHEELS OF STATEN ISLAND, I NC.
Employer identification number (EIN):132894978
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF MEALS ON WHEELS OF STATEN ISLAND, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOHN FIORE2024-09-17
0012022-01-01JOHN FIORE2023-07-31 JOHN FIORE2023-07-31
0012021-01-01JOHN FIORE2022-10-12 JOHN FIORE2022-10-12
0012020-01-01JOHN FIORE2021-07-30 JOHN FIORE2021-07-30
0012019-01-01JOHN FIORE2020-10-14 JOHN FIORE2020-10-14
0012018-07-01JOHN FIORE2020-04-02
0012018-01-01JOHN FIORE2019-07-17 JOHN FIORE2019-07-17
0012018-01-01JOHN FIORE2022-09-26
0012017-07-01JOHN FIORE2019-04-10
0012017-01-01FIORE2018-05-10 FIORE2018-05-10
0012016-07-01JOSEPH TORNELLO2018-04-03
0012016-01-01JOSEPH TORNELLO2017-04-07 JOSEPH TORNELLO2017-04-07
0012015-07-01JOSEPH TORNELLO2017-04-07
0012015-01-01JOSEPH TORNELLO2016-08-16 JOSEPH TORNELLO2016-08-16
0012014-07-01JOSEPH TORNELLO2016-02-24 JOSEPH TORNELLO2016-02-24
0012014-01-01JOSEPH TORNELLO2015-05-22 JOSEPH TORNELLO2015-05-22
0012013-07-01JOSEPH TORNELLO2015-04-09
0012013-01-01JOHN FIORE2014-10-14 JOHN FIORE2014-10-14
0012012-07-01JOSEPH TORNELLO2014-04-10
0012012-01-01IRENE MAZZA2013-10-15
0012011-07-01JOSEPH TORNELLO2013-04-16 JOSEPH TORNELLO2013-04-16
0012011-01-01IRENE MAZZA2012-08-10
0012010-07-01JOSEPH TORNELLO2012-04-12 JOSEPH TORNELLO2013-04-09
0012010-01-01IRENE MAZZA2011-07-12

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF MEALS ON WHEELS OF STATEN ISLAND, INC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF MEALS ON WHEELS OF STATEN ISLAND, INC.

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF MEALS ON WHEELS OF STATEN ISLAND, INC. 2025 401k membership
Total number of particpants at beginning of year2025-08-0623
Total number of particpants at end of year2025-08-0621
Number of Participants With Account Balances2025-08-0620
2024: TAX DEFERRED ANNUITY PLAN OF MEALS ON WHEELS OF STATEN ISLAND, INC. 2024 401k membership
Total number of particpants at beginning of year2024-09-1722
Total number of particpants at end of year2024-09-1723
Number of Participants With Account Balances2024-09-1721
2022: TAX DEFERRED ANNUITY PLAN OF MEALS ON WHEELS OF STATEN ISLAND, INC. 2022 401k membership
Total number of particpants at beginning of year2022-09-2622
Total number of particpants at end of year2022-09-2623
Number of Participants With Account Balances2022-09-2623

Financial Data on TAX DEFERRED ANNUITY PLAN OF MEALS ON WHEELS OF STATEN ISLAND, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF MEALS ON WHEELS OF STATEN ISLAND, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-060
Total liabilities as of the end of the plan year2025-08-060
Total liabilities as of the beginning of the plan year2025-08-060
Total expenses incurred by plan in this plan year2025-08-0647806
Net assets as of the end of the plan year2025-08-06869231
Total assets as of the beginning of the plan year2025-08-06763549
Value of plan covered by a fidelity bond2025-08-06135000
Participant contributions to plan in this plan year2025-08-0671969
Value of participant loans at end of plan year2025-08-063360
Other expenses paid from plan in this plan year2025-08-060
Other contributions to plan in this plan year2025-08-060
Other income to plan in this plan year2025-08-0681519
Plan net income in this plan year2025-08-06105682
Net assets as of the end of the plan year2025-08-06869231
Net assets as of the beginning of the plan year2025-08-06763549
Employer contributions to plan in this plan year2025-08-060
Fees paid to broker by Benefit Provider2025-08-0662
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-06233
2024 : TAX DEFERRED ANNUITY PLAN OF MEALS ON WHEELS OF STATEN ISLAND, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-170
Total liabilities as of the end of the plan year2024-09-170
Total liabilities as of the beginning of the plan year2024-09-170
Total expenses incurred by plan in this plan year2024-09-1729567
Net assets as of the end of the plan year2024-09-17763549
Total assets as of the beginning of the plan year2024-09-17635916
Value of plan covered by a fidelity bond2024-09-17100000
Participant contributions to plan in this plan year2024-09-1774683
Other expenses paid from plan in this plan year2024-09-170
Other contributions to plan in this plan year2024-09-170
Other income to plan in this plan year2024-09-1782517
Plan net income in this plan year2024-09-17127633
Net assets as of the end of the plan year2024-09-17763549
Net assets as of the beginning of the plan year2024-09-17635916
Employer contributions to plan in this plan year2024-09-170
Fees paid to broker by Benefit Provider2024-09-1743
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-17135
2022 : TAX DEFERRED ANNUITY PLAN OF MEALS ON WHEELS OF STATEN ISLAND, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-260
Total liabilities as of the end of the plan year2022-09-260
Total liabilities as of the beginning of the plan year2022-09-260
Total expenses incurred by plan in this plan year2022-09-2640572
Net assets as of the end of the plan year2022-09-26859195
Total assets as of the beginning of the plan year2022-09-26818860
Value of plan covered by a fidelity bond2022-09-26500000
Participant contributions to plan in this plan year2022-09-2697247
Other expenses paid from plan in this plan year2022-09-26222
Other contributions to plan in this plan year2022-09-260
Other income to plan in this plan year2022-09-26-16340
Plan net income in this plan year2022-09-2640335
Net assets as of the end of the plan year2022-09-26859195
Net assets as of the beginning of the plan year2022-09-26818860
Employer contributions to plan in this plan year2022-09-260
Fees paid to broker by Benefit Provider2022-09-26550

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