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TAX DEFERRED ANNUITY PLAN OF THE STATUE OF LIBERTY - ELLIS ISLAND FOUNDATION, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF THE STATUE OF LIBERTY - ELLIS ISLAND FOUNDATION, INC.
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF THE STATUE OF LIBERTY - ELLIS ISLAND FOUNDATION, 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.
  • 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

THE STATUE OF LBIERTY ELLIS ISLAND FOUNDATION INC has sponsored the creation of one or more 401k plans.

Company Name:THE STATUE OF LBIERTY ELLIS ISLAND FOUNDATION INC
Employer identification number (EIN):133118415
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF THE STATUE OF LIBERTY - ELLIS ISLAND FOUNDATION, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01RENEE WOOD2024-03-08
0022022-01-01RENEE WOOD2023-07-11
0022021-01-01RENEE WOOD2022-04-12
0022020-01-01JESSICA BARRETO2021-03-09
0022018-01-01JENNIFER WRIGHT2019-06-26
0022017-01-01JENNIFER WRIGHT2018-06-20 JENNIFER WRIGHT2018-06-20
0022016-01-01JENNIFER JANIS2017-06-12 JENNIFER JANIS2017-06-12
0022015-01-01ELAD ROSIN2016-06-28 ELAD ROSIN2016-06-28
0022014-01-01ELAD ROSIN2015-05-12 ELAD ROSIN2015-05-12
0022013-01-01ELAD ROSIN2014-06-12 ELAD ROSIN2014-06-12
0022012-01-01ELAD ROSIN2013-07-26 ELAD ROSIN2013-07-26
0022011-01-01ELAD ROSIN2012-07-25 ELAD ROSIN2012-07-25
0022010-01-01ELAD ROSIN2011-06-03 ELAD ROSIN2011-06-03

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF THE STATUE OF LIBERTY - ELLIS ISLAND FOUNDATION, INC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF THE STATUE OF LIBERTY - ELLIS ISLAND FOUNDATION, INC.

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF THE STATUE OF LIBERTY - ELLIS ISLAND FOUNDATION, INC. 2025 401k membership
Total number of particpants at beginning of year2025-03-1332
Total number of particpants at end of year2025-03-1332
Number of Participants With Account Balances2025-03-1329
2024: TAX DEFERRED ANNUITY PLAN OF THE STATUE OF LIBERTY - ELLIS ISLAND FOUNDATION, INC. 2024 401k membership
Total number of particpants at beginning of year2024-03-0835
Total number of particpants at end of year2024-03-0832
Number of Participants With Account Balances2024-03-0829

Financial Data on TAX DEFERRED ANNUITY PLAN OF THE STATUE OF LIBERTY - ELLIS ISLAND FOUNDATION, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF THE STATUE OF LIBERTY - ELLIS ISLAND FOUNDATION, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-03-130
Total liabilities as of the end of the plan year2025-03-130
Total liabilities as of the beginning of the plan year2025-03-130
Total expenses incurred by plan in this plan year2025-03-131705095
Net assets as of the end of the plan year2025-03-134436786
Total assets as of the beginning of the plan year2025-03-135449708
Value of plan covered by a fidelity bond2025-03-131000000
Participant contributions to plan in this plan year2025-03-1372965
Other expenses paid from plan in this plan year2025-03-130
Other contributions to plan in this plan year2025-03-13516
Other income to plan in this plan year2025-03-13618692
Plan net income in this plan year2025-03-13-1012922
Net assets as of the end of the plan year2025-03-134436786
Net assets as of the beginning of the plan year2025-03-135449708
Employer contributions to plan in this plan year2025-03-130
Fees paid to broker by Benefit Provider2025-03-13147
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-13209
2024 : TAX DEFERRED ANNUITY PLAN OF THE STATUE OF LIBERTY - ELLIS ISLAND FOUNDATION, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-03-080
Total liabilities as of the end of the plan year2024-03-080
Total liabilities as of the beginning of the plan year2024-03-080
Total expenses incurred by plan in this plan year2024-03-084676370
Net assets as of the end of the plan year2024-03-085449708
Total assets as of the beginning of the plan year2024-03-089146991
Value of plan covered by a fidelity bond2024-03-081000000
Participant contributions to plan in this plan year2024-03-0874806
Other expenses paid from plan in this plan year2024-03-080
Other contributions to plan in this plan year2024-03-080
Other income to plan in this plan year2024-03-08904281
Plan net income in this plan year2024-03-08-3697283
Net assets as of the end of the plan year2024-03-085449708
Net assets as of the beginning of the plan year2024-03-089146991
Employer contributions to plan in this plan year2024-03-080
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-0838

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