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TAX DEFERRED ANNUITY PLAN OF PERFORMANCE SPACE 122 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF PERFORMANCE SPACE 122
Plan identification number 005

TAX DEFERRED ANNUITY PLAN OF PERFORMANCE SPACE 122 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

PERFORMANCE SPACE 122 has sponsored the creation of one or more 401k plans.

Company Name:PERFORMANCE SPACE 122
Employer identification number (EIN):133522283
NAIC Classification:711100
NAIC Description: Performing Arts Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF PERFORMANCE SPACE 122

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052023-01-01LUCY MALLETT2024-10-15
0052022-01-01LUCY MALLETT2023-10-04
0052021-01-01LUCY MALLETT2022-07-18
0052020-01-01LUCY MALLETT2021-04-30
0052018-01-01LUCY MALLETT2019-04-26
0052017-01-01ROSALY URBAEZ2018-07-17 ROSALY URBAEZ2018-07-17
0052016-01-01TRICIA PIERSON2017-06-20 TRICIA PIERSON2017-06-20
0052015-01-01TRICIA PIERSON2016-09-28 TRICIA PIERSON2016-09-28
0052014-01-01WINNIE FUNG2015-07-01 WINNIE FUNG2015-07-01
0052013-01-01WINNIE FUNG2014-07-17 WINNIE FUNG2014-07-17

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF PERFORMANCE SPACE 122

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF PERFORMANCE SPACE 122

Measure Date Value
2024: TAX DEFERRED ANNUITY PLAN OF PERFORMANCE SPACE 122 2024 401k membership
Total number of particpants at beginning of year2024-10-155
Total number of particpants at end of year2024-10-155
Number of Participants With Account Balances2024-10-155
2022: TAX DEFERRED ANNUITY PLAN OF PERFORMANCE SPACE 122 2022 401k membership
Total number of particpants at beginning of year2022-07-186
Total number of particpants at end of year2022-07-185
Number of Participants With Account Balances2022-07-185

Financial Data on TAX DEFERRED ANNUITY PLAN OF PERFORMANCE SPACE 122

Measure Date Value
2024 : TAX DEFERRED ANNUITY PLAN OF PERFORMANCE SPACE 122 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-150
Total liabilities as of the end of the plan year2024-10-150
Total liabilities as of the beginning of the plan year2024-10-150
Total expenses incurred by plan in this plan year2024-10-150
Net assets as of the end of the plan year2024-10-15118924
Total assets as of the beginning of the plan year2024-10-1593954
Participant contributions to plan in this plan year2024-10-158100
Other expenses paid from plan in this plan year2024-10-150
Other contributions to plan in this plan year2024-10-150
Other income to plan in this plan year2024-10-1516870
Plan net income in this plan year2024-10-1524970
Net assets as of the end of the plan year2024-10-15118924
Net assets as of the beginning of the plan year2024-10-1593954
Employer contributions to plan in this plan year2024-10-150
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-150
2022 : TAX DEFERRED ANNUITY PLAN OF PERFORMANCE SPACE 122 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-180
Total liabilities as of the end of the plan year2022-07-180
Total liabilities as of the beginning of the plan year2022-07-180
Total expenses incurred by plan in this plan year2022-07-1833724
Net assets as of the end of the plan year2022-07-1898257
Total assets as of the beginning of the plan year2022-07-18104189
Participant contributions to plan in this plan year2022-07-1812750
Other expenses paid from plan in this plan year2022-07-1815
Other contributions to plan in this plan year2022-07-180
Other income to plan in this plan year2022-07-1815042
Plan net income in this plan year2022-07-18-5932
Net assets as of the end of the plan year2022-07-1898257
Net assets as of the beginning of the plan year2022-07-18104189
Employer contributions to plan in this plan year2022-07-180
Fees paid to broker by Benefit Provider2022-07-1830

Potentially related plans

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