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| Plan Name | TAX DEFERRED ANNUITY PLAN OF I HAVE A DREAM FOUNDATION |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | I HAVE A DREAM FOUNDATION |
| Employer identification number (EIN): | 133355315 |
| NAIC Classification: | 813000 |
| NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about I HAVE A DREAM FOUNDATION
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 1986-07-02 |
| Company Identification Number: | 1095235 |
| Legal Registered Office Address: |
ATTN: PRESIDENT 330 SEVENTH AVENUE, 20TH FLOOR NEW YORK United States of America (USA) 10001 |
More information about I HAVE A DREAM FOUNDATION
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | NADIRA SAUNDERS | 2024-10-10 | ||
| 001 | 2022-01-01 | NADIRA SAUNDERS | 2023-10-11 | ||
| 001 | 2021-01-01 | NADIRA SAUNDERS | 2022-08-16 | ||
| 001 | 2020-01-01 | NADIRA SAUNDERS | 2021-09-10 | ||
| 001 | 2019-01-01 | NADIRA SAUNDERS | 2020-10-14 | ||
| 001 | 2018-01-01 | LAURA PERSICHETTE OWENS | 2019-07-23 | ||
| 001 | 2017-01-01 | SHARON ZHANG | 2018-06-15 | SHARON ZHANG | 2018-06-15 |
| 001 | 2017-01-01 | SHARON ZHANG | 2018-06-18 | SHARON ZHANG | 2018-06-18 |
| 001 | 2016-01-01 | SHARON ZHANG | 2017-05-08 | SHARON ZHANG | 2017-05-08 |
| 001 | 2015-01-01 | ZHIXUAN ZHANG | 2016-07-25 | ZHIXUAN ZHANG | 2016-07-25 |
| 001 | 2014-01-01 | ZHIXUAN ZHANG | 2015-04-15 | ||
| 001 | 2013-01-01 | COURTNEY JOSEPH | 2014-05-07 | ||
| 001 | 2012-01-01 | COURTNEY JOSEPH | 2013-07-22 | COURTNEY JOSEPH | 2013-07-22 |
| 001 | 2011-01-01 | COURTNEY JOSEPH | 2012-07-30 | COURTNEY JOSEPH | 2012-07-30 |
| 001 | 2010-01-01 | JACQUELINE CHU | 2011-07-18 |
| Measure | Date | Value |
|---|---|---|
| 2025: TAX DEFERRED ANNUITY PLAN OF I HAVE A DREAM FOUNDATION 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-10-14 | 22 |
| Total number of particpants at end of year | 2025-10-14 | 20 |
| Number of Participants With Account Balances | 2025-10-14 | 19 |
| Total number of particpants at beginning of year | 2025-10-10 | 22 |
| Total number of particpants at end of year | 2025-10-10 | 20 |
| Number of Participants With Account Balances | 2025-10-10 | 19 |
| 2024: TAX DEFERRED ANNUITY PLAN OF I HAVE A DREAM FOUNDATION 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-10-10 | 19 |
| Total number of particpants at end of year | 2024-10-10 | 22 |
| Number of Participants With Account Balances | 2024-10-10 | 20 |
| 2022: TAX DEFERRED ANNUITY PLAN OF I HAVE A DREAM FOUNDATION 2022 401k membership | ||
| Total number of particpants at beginning of year | 2022-08-16 | 17 |
| Total number of particpants at end of year | 2022-08-16 | 20 |
| Number of Participants With Account Balances | 2022-08-16 | 20 |
| Measure | Date | Value |
|---|---|---|
| 2025 : TAX DEFERRED ANNUITY PLAN OF I HAVE A DREAM FOUNDATION 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-10-14 | 144357 |
| Net assets as of the end of the plan year | 2025-10-14 | 1857073 |
| Total assets as of the beginning of the plan year | 2025-10-14 | 1667737 |
| Value of plan covered by a fidelity bond | 2025-10-14 | 200000 |
| Participant contributions to plan in this plan year | 2025-10-14 | 80408 |
| Other income to plan in this plan year | 2025-10-14 | 253285 |
| Plan net income in this plan year | 2025-10-14 | 189336 |
| Net assets as of the end of the plan year | 2025-10-14 | 1857073 |
| Net assets as of the beginning of the plan year | 2025-10-14 | 1667737 |
| Fees paid to broker by Benefit Provider | 2025-10-14 | 120 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-14 | 126 |
| Total transfers to/from plan in this plan year | 2025-10-10 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-10 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-10 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-10 | 144357 |
| Net assets as of the end of the plan year | 2025-10-10 | 1857073 |
| Total assets as of the beginning of the plan year | 2025-10-10 | 1667737 |
| Value of plan covered by a fidelity bond | 2025-10-10 | 200000 |
| Participant contributions to plan in this plan year | 2025-10-10 | 80408 |
| Other expenses paid from plan in this plan year | 2025-10-10 | 0 |
| Other contributions to plan in this plan year | 2025-10-10 | 0 |
| Other income to plan in this plan year | 2025-10-10 | 253285 |
| Plan net income in this plan year | 2025-10-10 | 189336 |
| Net assets as of the end of the plan year | 2025-10-10 | 1857073 |
| Net assets as of the beginning of the plan year | 2025-10-10 | 1667737 |
| Employer contributions to plan in this plan year | 2025-10-10 | 0 |
| Fees paid to broker by Benefit Provider | 2025-10-10 | 120 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-10 | 126 |
| 2024 : TAX DEFERRED ANNUITY PLAN OF I HAVE A DREAM FOUNDATION 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-10-10 | 66 |
| Net assets as of the end of the plan year | 2024-10-10 | 1667737 |
| Total assets as of the beginning of the plan year | 2024-10-10 | 1370225 |
| Participant contributions to plan in this plan year | 2024-10-10 | 61283 |
| Other income to plan in this plan year | 2024-10-10 | 236295 |
| Plan net income in this plan year | 2024-10-10 | 297512 |
| Net assets as of the end of the plan year | 2024-10-10 | 1667737 |
| Net assets as of the beginning of the plan year | 2024-10-10 | 1370225 |
| Fees paid to broker by Benefit Provider | 2024-10-10 | 173 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-10 | 66 |
| 2022 : TAX DEFERRED ANNUITY PLAN OF I HAVE A DREAM FOUNDATION 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-08-16 | 21256 |
| Net assets as of the end of the plan year | 2022-08-16 | 1566506 |
| Total assets as of the beginning of the plan year | 2022-08-16 | 1320189 |
| Participant contributions to plan in this plan year | 2022-08-16 | 42860 |
| Other expenses paid from plan in this plan year | 2022-08-16 | 125 |
| Other income to plan in this plan year | 2022-08-16 | 224713 |
| Plan net income in this plan year | 2022-08-16 | 246317 |
| Net assets as of the end of the plan year | 2022-08-16 | 1566506 |
| Net assets as of the beginning of the plan year | 2022-08-16 | 1320189 |
| Fees paid to broker by Benefit Provider | 2022-08-16 | 104 |