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TAX DEFERRED ANNUITY PLAN OF I HAVE A DREAM FOUNDATION 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF I HAVE A DREAM FOUNDATION
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF I HAVE A DREAM FOUNDATION Benefits

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

I HAVE A DREAM FOUNDATION has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF I HAVE A DREAM FOUNDATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01NADIRA SAUNDERS2024-10-10
0012022-01-01NADIRA SAUNDERS2023-10-11
0012021-01-01NADIRA SAUNDERS2022-08-16
0012020-01-01NADIRA SAUNDERS2021-09-10
0012019-01-01NADIRA SAUNDERS2020-10-14
0012018-01-01LAURA PERSICHETTE OWENS2019-07-23
0012017-01-01SHARON ZHANG2018-06-15 SHARON ZHANG2018-06-15
0012017-01-01SHARON ZHANG2018-06-18 SHARON ZHANG2018-06-18
0012016-01-01SHARON ZHANG2017-05-08 SHARON ZHANG2017-05-08
0012015-01-01ZHIXUAN ZHANG2016-07-25 ZHIXUAN ZHANG2016-07-25
0012014-01-01ZHIXUAN ZHANG2015-04-15
0012013-01-01COURTNEY JOSEPH2014-05-07
0012012-01-01COURTNEY JOSEPH2013-07-22 COURTNEY JOSEPH2013-07-22
0012011-01-01COURTNEY JOSEPH2012-07-30 COURTNEY JOSEPH2012-07-30
0012010-01-01JACQUELINE CHU2011-07-18

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF I HAVE A DREAM FOUNDATION

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF I HAVE A DREAM FOUNDATION

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF I HAVE A DREAM FOUNDATION 2025 401k membership
Total number of particpants at beginning of year2025-10-1422
Total number of particpants at end of year2025-10-1420
Number of Participants With Account Balances2025-10-1419
Total number of particpants at beginning of year2025-10-1022
Total number of particpants at end of year2025-10-1020
Number of Participants With Account Balances2025-10-1019
2024: TAX DEFERRED ANNUITY PLAN OF I HAVE A DREAM FOUNDATION 2024 401k membership
Total number of particpants at beginning of year2024-10-1019
Total number of particpants at end of year2024-10-1022
Number of Participants With Account Balances2024-10-1020
2022: TAX DEFERRED ANNUITY PLAN OF I HAVE A DREAM FOUNDATION 2022 401k membership
Total number of particpants at beginning of year2022-08-1617
Total number of particpants at end of year2022-08-1620
Number of Participants With Account Balances2022-08-1620

Financial Data on TAX DEFERRED ANNUITY PLAN OF I HAVE A DREAM FOUNDATION

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 year2025-10-14144357
Net assets as of the end of the plan year2025-10-141857073
Total assets as of the beginning of the plan year2025-10-141667737
Value of plan covered by a fidelity bond2025-10-14200000
Participant contributions to plan in this plan year2025-10-1480408
Other income to plan in this plan year2025-10-14253285
Plan net income in this plan year2025-10-14189336
Net assets as of the end of the plan year2025-10-141857073
Net assets as of the beginning of the plan year2025-10-141667737
Fees paid to broker by Benefit Provider2025-10-14120
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-14126
Total transfers to/from plan in this plan year2025-10-100
Total liabilities as of the end of the plan year2025-10-100
Total liabilities as of the beginning of the plan year2025-10-100
Total expenses incurred by plan in this plan year2025-10-10144357
Net assets as of the end of the plan year2025-10-101857073
Total assets as of the beginning of the plan year2025-10-101667737
Value of plan covered by a fidelity bond2025-10-10200000
Participant contributions to plan in this plan year2025-10-1080408
Other expenses paid from plan in this plan year2025-10-100
Other contributions to plan in this plan year2025-10-100
Other income to plan in this plan year2025-10-10253285
Plan net income in this plan year2025-10-10189336
Net assets as of the end of the plan year2025-10-101857073
Net assets as of the beginning of the plan year2025-10-101667737
Employer contributions to plan in this plan year2025-10-100
Fees paid to broker by Benefit Provider2025-10-10120
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-10126
2024 : TAX DEFERRED ANNUITY PLAN OF I HAVE A DREAM FOUNDATION 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-1066
Net assets as of the end of the plan year2024-10-101667737
Total assets as of the beginning of the plan year2024-10-101370225
Participant contributions to plan in this plan year2024-10-1061283
Other income to plan in this plan year2024-10-10236295
Plan net income in this plan year2024-10-10297512
Net assets as of the end of the plan year2024-10-101667737
Net assets as of the beginning of the plan year2024-10-101370225
Fees paid to broker by Benefit Provider2024-10-10173
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1066
2022 : TAX DEFERRED ANNUITY PLAN OF I HAVE A DREAM FOUNDATION 2022 401k financial data
Total expenses incurred by plan in this plan year2022-08-1621256
Net assets as of the end of the plan year2022-08-161566506
Total assets as of the beginning of the plan year2022-08-161320189
Participant contributions to plan in this plan year2022-08-1642860
Other expenses paid from plan in this plan year2022-08-16125
Other income to plan in this plan year2022-08-16224713
Plan net income in this plan year2022-08-16246317
Net assets as of the end of the plan year2022-08-161566506
Net assets as of the beginning of the plan year2022-08-161320189
Fees paid to broker by Benefit Provider2022-08-16104

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