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EMPLOYEE BENEFITS PLAN ALZHEIMER'S ASSOCIATION, NEW YORK CITY CHAPTER 401k Plan overview

Plan NameEMPLOYEE BENEFITS PLAN ALZHEIMER'S ASSOCIATION, NEW YORK CITY CHAPTER
Plan identification number 001

EMPLOYEE BENEFITS PLAN ALZHEIMER'S ASSOCIATION, NEW YORK CITY CHAPTER Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

ALZHEIMER'S ASSOCIATION, NEW YORK CITY CHAPTER has sponsored the creation of one or more 401k plans.

Company Name:ALZHEIMER'S ASSOCIATION, NEW YORK CITY CHAPTER
Employer identification number (EIN):133277408
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFITS PLAN ALZHEIMER'S ASSOCIATION, NEW YORK CITY CHAPTER

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PEGGY CHU2024-09-04
0012022-01-01PEGGY CHU2023-08-24
0012021-01-01PEGGY CHU2022-07-26
0012020-01-01PEGGY CHU2021-07-19
0012019-01-01PEGGY CHU2020-07-23
0012018-01-01PEGGY CHU2019-07-30
0012017-01-01ROSALY URBAEZ2018-07-20 ROSALY URBAEZ2018-07-20
0012016-01-01PEGGY CHU2017-06-30 PEGGY CHU2017-06-30
0012015-01-01PEGGY CHU2016-07-25 PEGGY CHU2016-07-25
0012014-01-01PEGGY CHU2015-06-12 PEGGY CHU2015-06-12
0012014-01-01PEGGY CHU2015-06-12 PEGGY CHU2015-06-12
0012014-01-01PEGGY CHU2015-06-12 PEGGY CHU2015-06-12
0012013-01-01PEGGY CHU2014-07-01 PEGGY CHU2014-07-01
0012012-01-01PEGGY CHU2013-07-23 PEGGY CHU2013-07-23
0012011-01-01PEGGY CHU2012-07-15 LOU-ELLEN BARKAN2012-07-15
0012010-01-01PEGGY CHU2011-07-29 LOU-ELLEN BARKAN2011-07-29

Financial Data on EMPLOYEE BENEFITS PLAN ALZHEIMER'S ASSOCIATION, NEW YORK CITY CHAPTER

Measure Date Value
2025 : EMPLOYEE BENEFITS PLAN ALZHEIMER'S ASSOCIATION, NEW YORK CITY CHAPTER 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-280
Total liabilities as of the end of the plan year2025-07-280
Total liabilities as of the beginning of the plan year2025-07-280
Total expenses incurred by plan in this plan year2025-07-28147861
Net assets as of the end of the plan year2025-07-282470436
Total assets as of the beginning of the plan year2025-07-282216181
Value of plan covered by a fidelity bond2025-07-28500000
Participant contributions to plan in this plan year2025-07-280
Value of participant loans at end of plan year2025-07-2830942
Other expenses paid from plan in this plan year2025-07-280
Other contributions to plan in this plan year2025-07-280
Other income to plan in this plan year2025-07-28271888
Plan net income in this plan year2025-07-28254255
Net assets as of the end of the plan year2025-07-282470436
Net assets as of the beginning of the plan year2025-07-282216181
Employer contributions to plan in this plan year2025-07-28130228
Fees paid to broker by Benefit Provider2025-07-28184
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-28400
2024 : EMPLOYEE BENEFITS PLAN ALZHEIMER'S ASSOCIATION, NEW YORK CITY CHAPTER 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-040
Total liabilities as of the end of the plan year2024-09-040
Total liabilities as of the beginning of the plan year2024-09-040
Total expenses incurred by plan in this plan year2024-09-04131589
Net assets as of the end of the plan year2024-09-042216181
Total assets as of the beginning of the plan year2024-09-042011561
Value of plan covered by a fidelity bond2024-09-04500000
Participant contributions to plan in this plan year2024-09-040
Value of participant loans at end of plan year2024-09-0415272
Other expenses paid from plan in this plan year2024-09-040
Other contributions to plan in this plan year2024-09-040
Other income to plan in this plan year2024-09-04258053
Plan net income in this plan year2024-09-04204620
Net assets as of the end of the plan year2024-09-042216181
Net assets as of the beginning of the plan year2024-09-042011561
Employer contributions to plan in this plan year2024-09-0478156
Fees paid to broker by Benefit Provider2024-09-0481
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-0470
2022 : EMPLOYEE BENEFITS PLAN ALZHEIMER'S ASSOCIATION, NEW YORK CITY CHAPTER 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-260
Total liabilities as of the end of the plan year2022-07-260
Total liabilities as of the beginning of the plan year2022-07-260
Total expenses incurred by plan in this plan year2022-07-2629123
Net assets as of the end of the plan year2022-07-262382528
Total assets as of the beginning of the plan year2022-07-262080633
Value of plan covered by a fidelity bond2022-07-26500000
Participant contributions to plan in this plan year2022-07-260
Value of participant loans at end of plan year2022-07-2629280
Other expenses paid from plan in this plan year2022-07-26629
Other contributions to plan in this plan year2022-07-260
Other income to plan in this plan year2022-07-26244231
Plan net income in this plan year2022-07-26301895
Net assets as of the end of the plan year2022-07-262382528
Net assets as of the beginning of the plan year2022-07-262080633
Employer contributions to plan in this plan year2022-07-2686787
Fees paid to broker by Benefit Provider2022-07-26269

Potentially related plans

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