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| Plan Name | TAX DEFERRED ANNUITY PLAN OF CONCERN WORLDWIDE (U.S.), INC. |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | CONCERN WORLDWIDE (U.S.), INC. |
| Employer identification number (EIN): | 133712030 |
| NAIC Classification: | 813000 |
| NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about CONCERN WORLDWIDE (U.S.), INC.
| Jurisdiction of Incorporation: | New York Department of State |
| Incorporation Date: | 1993-04-05 |
| Company Identification Number: | 1716184 |
| Legal Registered Office Address: |
28 LIBERTY ST. New York NEW YORK United States of America (USA) 10005 |
More information about CONCERN WORLDWIDE (U.S.), INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ELANA BLUMENFELD | 2024-10-15 | ||
| 001 | 2022-01-01 | ELANA BLUMENFELD | 2023-10-04 | ||
| 001 | 2021-01-01 | ELANA BLUMENFELD | 2022-08-19 | ||
| 001 | 2020-01-01 | ELANA BLUMENFELD | 2021-07-20 | ||
| 001 | 2019-01-01 | ELANA BLUMENFELD | 2020-07-30 | ||
| 001 | 2018-01-01 | ELANA BLUMENFELD | 2019-07-26 | ||
| 001 | 2017-01-01 | ELANA BLUMENFELD | 2018-06-18 | ELANA BLUMENFELD | 2018-06-18 |
| 001 | 2016-01-01 | ELANA BLUMENFELD | 2017-07-05 | ELANA BLUMENFELD | 2017-07-05 |
| 001 | 2015-01-01 | BROOKE HIRSCHFELDER | 2016-07-27 | BROOKE HIRSCHFELDER | 2016-07-27 |
| 001 | 2014-01-01 | AUDRY BURNETT | 2015-06-05 | AUDRY BURNETT | 2015-06-05 |
| 001 | 2013-01-01 | AUDRY BURNETT | 2014-06-16 | AUDRY BURNETT | 2014-06-16 |
| 001 | 2012-01-01 | AUDRY BURNETT | 2013-07-17 | AUDRY BURNETT | 2013-07-17 |
| 001 | 2011-01-01 | SIOBHAN WALSH | 2012-06-25 | SIOBHAN WALSH | 2012-06-25 |
| 001 | 2010-01-01 | SIOBHNA WALSH | 2011-07-26 |
| Measure | Date | Value |
|---|---|---|
| 2025: TAX DEFERRED ANNUITY PLAN OF CONCERN WORLDWIDE (U.S.), INC. 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-07-15 | 97 |
| Total number of particpants at end of year | 2025-07-15 | 94 |
| Number of Participants With Account Balances | 2025-07-15 | 89 |
| 2024: TAX DEFERRED ANNUITY PLAN OF CONCERN WORLDWIDE (U.S.), INC. 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-10-15 | 98 |
| Total number of particpants at end of year | 2024-10-15 | 97 |
| Number of Participants With Account Balances | 2024-10-15 | 92 |
| 2022: TAX DEFERRED ANNUITY PLAN OF CONCERN WORLDWIDE (U.S.), INC. 2022 401k membership | ||
| Total number of particpants at beginning of year | 2022-08-19 | 83 |
| Total number of particpants at end of year | 2022-08-19 | 86 |
| Number of Participants With Account Balances | 2022-08-19 | 85 |
| Measure | Date | Value |
|---|---|---|
| 2025 : TAX DEFERRED ANNUITY PLAN OF CONCERN WORLDWIDE (U.S.), INC. 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-07-15 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-15 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-15 | 407594 |
| Net assets as of the end of the plan year | 2025-07-15 | 4479374 |
| Total assets as of the beginning of the plan year | 2025-07-15 | 3773720 |
| Value of plan covered by a fidelity bond | 2025-07-15 | 30000 |
| Participant contributions to plan in this plan year | 2025-07-15 | 325647 |
| Other expenses paid from plan in this plan year | 2025-07-15 | 0 |
| Other contributions to plan in this plan year | 2025-07-15 | 0 |
| Other income to plan in this plan year | 2025-07-15 | 627087 |
| Plan net income in this plan year | 2025-07-15 | 705654 |
| Net assets as of the end of the plan year | 2025-07-15 | 4479374 |
| Net assets as of the beginning of the plan year | 2025-07-15 | 3773720 |
| Employer contributions to plan in this plan year | 2025-07-15 | 160514 |
| Fees paid to broker by Benefit Provider | 2025-07-15 | 1364 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-15 | 1147 |
| 2024 : TAX DEFERRED ANNUITY PLAN OF CONCERN WORLDWIDE (U.S.), INC. 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-10-15 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-15 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-15 | 124773 |
| Net assets as of the end of the plan year | 2024-10-15 | 3773720 |
| Total assets as of the beginning of the plan year | 2024-10-15 | 2648256 |
| Value of plan covered by a fidelity bond | 2024-10-15 | 30000 |
| Participant contributions to plan in this plan year | 2024-10-15 | 259273 |
| Other expenses paid from plan in this plan year | 2024-10-15 | 0 |
| Other contributions to plan in this plan year | 2024-10-15 | 308691 |
| Other income to plan in this plan year | 2024-10-15 | 557814 |
| Plan net income in this plan year | 2024-10-15 | 1125464 |
| Net assets as of the end of the plan year | 2024-10-15 | 3773720 |
| Net assets as of the beginning of the plan year | 2024-10-15 | 2648256 |
| Employer contributions to plan in this plan year | 2024-10-15 | 124459 |
| Fees paid to broker by Benefit Provider | 2024-10-15 | 773 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-15 | 378 |
| 2022 : TAX DEFERRED ANNUITY PLAN OF CONCERN WORLDWIDE (U.S.), INC. 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-08-19 | 0 |
| Total liabilities as of the end of the plan year | 2022-08-19 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-08-19 | 0 |
| Total expenses incurred by plan in this plan year | 2022-08-19 | 326340 |
| Net assets as of the end of the plan year | 2022-08-19 | 3004415 |
| Total assets as of the beginning of the plan year | 2022-08-19 | 2571154 |
| Value of plan covered by a fidelity bond | 2022-08-19 | 30000 |
| Participant contributions to plan in this plan year | 2022-08-19 | 223610 |
| Other expenses paid from plan in this plan year | 2022-08-19 | 560 |
| Other contributions to plan in this plan year | 2022-08-19 | 13022 |
| Other income to plan in this plan year | 2022-08-19 | 425709 |
| Plan net income in this plan year | 2022-08-19 | 433261 |
| Net assets as of the end of the plan year | 2022-08-19 | 3004415 |
| Net assets as of the beginning of the plan year | 2022-08-19 | 2571154 |
| Employer contributions to plan in this plan year | 2022-08-19 | 97260 |
| Fees paid to broker by Benefit Provider | 2022-08-19 | 429 |