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TAX DEFERRED ANNUITY PLAN OF STUDENT ADVOCACY, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF STUDENT ADVOCACY, INC.
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF STUDENT ADVOCACY, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

STUDENT ADVOCACY, INC. has sponsored the creation of one or more 401k plans.

Company Name:STUDENT ADVOCACY, INC.
Employer identification number (EIN):133104476
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about STUDENT ADVOCACY, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1981-05-26
Company Identification Number: 701723
Legal Registered Office Address: 2280 MARK ROAD
Westchester
YORKTOWN HEIGHTS
United States of America (USA)
10598

More information about STUDENT ADVOCACY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF STUDENT ADVOCACY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DIANE ROSENTHAL2024-08-13
0012022-01-01DIANE ROSENTHAL2024-02-09
0012021-01-01DIANE ROSENTHAL2022-10-21
0012020-01-01DIANE ROSENTHAL2021-10-13
0012020-01-01DIANE ROSENTHAL2021-10-08
0012019-01-01RENEE CLOUTIER2020-07-10
0012018-01-01RENEE CLOUTIER2019-05-08
0012017-01-01RENEE CLOUTIER2018-06-06 RENEE CLOUTIER2018-06-06
0012016-01-01RENEE CLOUTIER2017-06-14 RENEE CLOUTIER2017-06-14
0012015-01-01RENEE CLOUTIER2016-04-27 RENEE CLOUTIER2016-04-27
0012014-01-01RENEE CLOUTIER2015-07-15 RENEE CLOUTIER2015-07-15
0012013-01-01RENEE CLOUTIER2014-07-25 RENEE CLOUTIER2014-07-25
0012012-01-01RENEE CLOUTIER2013-07-29 RENEE CLOUTIER2013-07-29
0012011-01-01RENEE CLOUTIER2013-08-05 RENEE CLOUTIER2013-08-05

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF STUDENT ADVOCACY, INC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF STUDENT ADVOCACY, INC.

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF STUDENT ADVOCACY, INC. 2025 401k membership
Total number of particpants at beginning of year2025-09-102
Total number of particpants at end of year2025-09-102
Number of Participants With Account Balances2025-09-102
2024: TAX DEFERRED ANNUITY PLAN OF STUDENT ADVOCACY, INC. 2024 401k membership
Total number of particpants at beginning of year2024-08-135
Total number of particpants at end of year2024-08-135
Number of Participants With Account Balances2024-08-134

Financial Data on TAX DEFERRED ANNUITY PLAN OF STUDENT ADVOCACY, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF STUDENT ADVOCACY, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-100
Total liabilities as of the end of the plan year2025-09-100
Total liabilities as of the beginning of the plan year2025-09-100
Total expenses incurred by plan in this plan year2025-09-1027
Net assets as of the end of the plan year2025-09-10282503
Total assets as of the beginning of the plan year2025-09-10269145
Value of plan covered by a fidelity bond2025-09-1020000
Participant contributions to plan in this plan year2025-09-105850
Other expenses paid from plan in this plan year2025-09-100
Other contributions to plan in this plan year2025-09-100
Other income to plan in this plan year2025-09-107535
Plan net income in this plan year2025-09-1013358
Net assets as of the end of the plan year2025-09-10282503
Net assets as of the beginning of the plan year2025-09-10269145
Employer contributions to plan in this plan year2025-09-100
Fees paid to broker by Benefit Provider2025-09-1016
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-1027
2024 : TAX DEFERRED ANNUITY PLAN OF STUDENT ADVOCACY, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-130
Total liabilities as of the end of the plan year2024-08-130
Total liabilities as of the beginning of the plan year2024-08-130
Total expenses incurred by plan in this plan year2024-08-1324
Net assets as of the end of the plan year2024-08-13269145
Total assets as of the beginning of the plan year2024-08-13253158
Value of plan covered by a fidelity bond2024-08-1320000
Participant contributions to plan in this plan year2024-08-137050
Other expenses paid from plan in this plan year2024-08-130
Other contributions to plan in this plan year2024-08-130
Other income to plan in this plan year2024-08-138961
Plan net income in this plan year2024-08-1315987
Net assets as of the end of the plan year2024-08-13269145
Net assets as of the beginning of the plan year2024-08-13253158
Employer contributions to plan in this plan year2024-08-130
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-1324

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