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TAX DEFERRED ANNUITY PLAN OF CONCERN WORLDWIDE (U.S.), INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF CONCERN WORLDWIDE (U.S.), INC.
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF CONCERN WORLDWIDE (U.S.), INC. 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

CONCERN WORLDWIDE (U.S.), INC. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF CONCERN WORLDWIDE (U.S.), INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ELANA BLUMENFELD2024-10-15
0012022-01-01ELANA BLUMENFELD2023-10-04
0012021-01-01ELANA BLUMENFELD2022-08-19
0012020-01-01ELANA BLUMENFELD2021-07-20
0012019-01-01ELANA BLUMENFELD2020-07-30
0012018-01-01ELANA BLUMENFELD2019-07-26
0012017-01-01ELANA BLUMENFELD2018-06-18 ELANA BLUMENFELD2018-06-18
0012016-01-01ELANA BLUMENFELD2017-07-05 ELANA BLUMENFELD2017-07-05
0012015-01-01BROOKE HIRSCHFELDER2016-07-27 BROOKE HIRSCHFELDER2016-07-27
0012014-01-01AUDRY BURNETT2015-06-05 AUDRY BURNETT2015-06-05
0012013-01-01AUDRY BURNETT2014-06-16 AUDRY BURNETT2014-06-16
0012012-01-01AUDRY BURNETT2013-07-17 AUDRY BURNETT2013-07-17
0012011-01-01SIOBHAN WALSH2012-06-25 SIOBHAN WALSH2012-06-25
0012010-01-01SIOBHNA WALSH2011-07-26

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF CONCERN WORLDWIDE (U.S.), INC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF CONCERN WORLDWIDE (U.S.), INC.

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF CONCERN WORLDWIDE (U.S.), INC. 2025 401k membership
Total number of particpants at beginning of year2025-07-1597
Total number of particpants at end of year2025-07-1594
Number of Participants With Account Balances2025-07-1589
2024: TAX DEFERRED ANNUITY PLAN OF CONCERN WORLDWIDE (U.S.), INC. 2024 401k membership
Total number of particpants at beginning of year2024-10-1598
Total number of particpants at end of year2024-10-1597
Number of Participants With Account Balances2024-10-1592
2022: TAX DEFERRED ANNUITY PLAN OF CONCERN WORLDWIDE (U.S.), INC. 2022 401k membership
Total number of particpants at beginning of year2022-08-1983
Total number of particpants at end of year2022-08-1986
Number of Participants With Account Balances2022-08-1985

Financial Data on TAX DEFERRED ANNUITY PLAN OF CONCERN WORLDWIDE (U.S.), INC.

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 year2025-07-150
Total liabilities as of the end of the plan year2025-07-150
Total liabilities as of the beginning of the plan year2025-07-150
Total expenses incurred by plan in this plan year2025-07-15407594
Net assets as of the end of the plan year2025-07-154479374
Total assets as of the beginning of the plan year2025-07-153773720
Value of plan covered by a fidelity bond2025-07-1530000
Participant contributions to plan in this plan year2025-07-15325647
Other expenses paid from plan in this plan year2025-07-150
Other contributions to plan in this plan year2025-07-150
Other income to plan in this plan year2025-07-15627087
Plan net income in this plan year2025-07-15705654
Net assets as of the end of the plan year2025-07-154479374
Net assets as of the beginning of the plan year2025-07-153773720
Employer contributions to plan in this plan year2025-07-15160514
Fees paid to broker by Benefit Provider2025-07-151364
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-151147
2024 : TAX DEFERRED ANNUITY PLAN OF CONCERN WORLDWIDE (U.S.), INC. 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 year2024-10-15124773
Net assets as of the end of the plan year2024-10-153773720
Total assets as of the beginning of the plan year2024-10-152648256
Value of plan covered by a fidelity bond2024-10-1530000
Participant contributions to plan in this plan year2024-10-15259273
Other expenses paid from plan in this plan year2024-10-150
Other contributions to plan in this plan year2024-10-15308691
Other income to plan in this plan year2024-10-15557814
Plan net income in this plan year2024-10-151125464
Net assets as of the end of the plan year2024-10-153773720
Net assets as of the beginning of the plan year2024-10-152648256
Employer contributions to plan in this plan year2024-10-15124459
Fees paid to broker by Benefit Provider2024-10-15773
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-15378
2022 : TAX DEFERRED ANNUITY PLAN OF CONCERN WORLDWIDE (U.S.), INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-08-190
Total liabilities as of the end of the plan year2022-08-190
Total liabilities as of the beginning of the plan year2022-08-190
Total expenses incurred by plan in this plan year2022-08-19326340
Net assets as of the end of the plan year2022-08-193004415
Total assets as of the beginning of the plan year2022-08-192571154
Value of plan covered by a fidelity bond2022-08-1930000
Participant contributions to plan in this plan year2022-08-19223610
Other expenses paid from plan in this plan year2022-08-19560
Other contributions to plan in this plan year2022-08-1913022
Other income to plan in this plan year2022-08-19425709
Plan net income in this plan year2022-08-19433261
Net assets as of the end of the plan year2022-08-193004415
Net assets as of the beginning of the plan year2022-08-192571154
Employer contributions to plan in this plan year2022-08-1997260
Fees paid to broker by Benefit Provider2022-08-19429

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