?>
| Plan Name | TAX DEFERRED ANNUITY PLAN OF STUDENT ADVOCACY, INC. |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| 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.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | DIANE ROSENTHAL | 2024-08-13 | ||
| 001 | 2022-01-01 | DIANE ROSENTHAL | 2024-02-09 | ||
| 001 | 2021-01-01 | DIANE ROSENTHAL | 2022-10-21 | ||
| 001 | 2020-01-01 | DIANE ROSENTHAL | 2021-10-13 | ||
| 001 | 2020-01-01 | DIANE ROSENTHAL | 2021-10-08 | ||
| 001 | 2019-01-01 | RENEE CLOUTIER | 2020-07-10 | ||
| 001 | 2018-01-01 | RENEE CLOUTIER | 2019-05-08 | ||
| 001 | 2017-01-01 | RENEE CLOUTIER | 2018-06-06 | RENEE CLOUTIER | 2018-06-06 |
| 001 | 2016-01-01 | RENEE CLOUTIER | 2017-06-14 | RENEE CLOUTIER | 2017-06-14 |
| 001 | 2015-01-01 | RENEE CLOUTIER | 2016-04-27 | RENEE CLOUTIER | 2016-04-27 |
| 001 | 2014-01-01 | RENEE CLOUTIER | 2015-07-15 | RENEE CLOUTIER | 2015-07-15 |
| 001 | 2013-01-01 | RENEE CLOUTIER | 2014-07-25 | RENEE CLOUTIER | 2014-07-25 |
| 001 | 2012-01-01 | RENEE CLOUTIER | 2013-07-29 | RENEE CLOUTIER | 2013-07-29 |
| 001 | 2011-01-01 | RENEE CLOUTIER | 2013-08-05 | RENEE CLOUTIER | 2013-08-05 |
| Measure | Date | Value |
|---|---|---|
| 2025: TAX DEFERRED ANNUITY PLAN OF STUDENT ADVOCACY, INC. 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-09-10 | 2 |
| Total number of particpants at end of year | 2025-09-10 | 2 |
| Number of Participants With Account Balances | 2025-09-10 | 2 |
| 2024: TAX DEFERRED ANNUITY PLAN OF STUDENT ADVOCACY, INC. 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-08-13 | 5 |
| Total number of particpants at end of year | 2024-08-13 | 5 |
| Number of Participants With Account Balances | 2024-08-13 | 4 |
| Measure | Date | Value |
|---|---|---|
| 2025 : TAX DEFERRED ANNUITY PLAN OF STUDENT ADVOCACY, INC. 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-09-10 | 0 |
| Total liabilities as of the end of the plan year | 2025-09-10 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-10 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-10 | 27 |
| Net assets as of the end of the plan year | 2025-09-10 | 282503 |
| Total assets as of the beginning of the plan year | 2025-09-10 | 269145 |
| Value of plan covered by a fidelity bond | 2025-09-10 | 20000 |
| Participant contributions to plan in this plan year | 2025-09-10 | 5850 |
| Other expenses paid from plan in this plan year | 2025-09-10 | 0 |
| Other contributions to plan in this plan year | 2025-09-10 | 0 |
| Other income to plan in this plan year | 2025-09-10 | 7535 |
| Plan net income in this plan year | 2025-09-10 | 13358 |
| Net assets as of the end of the plan year | 2025-09-10 | 282503 |
| Net assets as of the beginning of the plan year | 2025-09-10 | 269145 |
| Employer contributions to plan in this plan year | 2025-09-10 | 0 |
| Fees paid to broker by Benefit Provider | 2025-09-10 | 16 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-10 | 27 |
| 2024 : TAX DEFERRED ANNUITY PLAN OF STUDENT ADVOCACY, INC. 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-08-13 | 0 |
| Total liabilities as of the end of the plan year | 2024-08-13 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-08-13 | 0 |
| Total expenses incurred by plan in this plan year | 2024-08-13 | 24 |
| Net assets as of the end of the plan year | 2024-08-13 | 269145 |
| Total assets as of the beginning of the plan year | 2024-08-13 | 253158 |
| Value of plan covered by a fidelity bond | 2024-08-13 | 20000 |
| Participant contributions to plan in this plan year | 2024-08-13 | 7050 |
| Other expenses paid from plan in this plan year | 2024-08-13 | 0 |
| Other contributions to plan in this plan year | 2024-08-13 | 0 |
| Other income to plan in this plan year | 2024-08-13 | 8961 |
| Plan net income in this plan year | 2024-08-13 | 15987 |
| Net assets as of the end of the plan year | 2024-08-13 | 269145 |
| Net assets as of the beginning of the plan year | 2024-08-13 | 253158 |
| Employer contributions to plan in this plan year | 2024-08-13 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-13 | 24 |