THE ACHELIS FOUNDATION/ THE BODMAN FOUNDATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS
401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS
Measure | Date | Value |
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2016: TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1 |
Total of all active and inactive participants | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 1 |
Number of participants with account balances | 2016-01-01 | 1 |
2015: TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1 |
Total of all active and inactive participants | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 1 |
Number of participants with account balances | 2015-01-01 | 1 |
Number of employers contributing to the scheme | 2015-01-01 | 1 |
2014: TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1 |
Total of all active and inactive participants | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 1 |
Number of participants with account balances | 2014-01-01 | 1 |
Number of employers contributing to the scheme | 2014-01-01 | 2 |
2013: TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1 |
Total of all active and inactive participants | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 1 |
Number of participants with account balances | 2013-01-01 | 1 |
2012: TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 1 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 1 |
Number of participants with account balances | 2012-01-01 | 1 |
Number of employers contributing to the scheme | 2012-01-01 | 2 |
2009: TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 2 |
Total participants | 2009-01-01 | 2 |
Number of participants with account balances | 2009-01-01 | 2 |
Measure | Date | Value |
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2016 : TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $70,531 |
Total plan assets at end of year | 2016-12-31 | $471,051 |
Total plan assets at beginning of year | 2016-12-31 | $400,520 |
Total contributions received or receivable from participants | 2016-12-31 | $24,000 |
Other income received | 2016-12-31 | $46,531 |
Net income (gross income less expenses) | 2016-12-31 | $70,531 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $471,051 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $400,520 |
2015 : TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $15,563 |
Total plan assets at end of year | 2015-12-31 | $400,520 |
Total plan assets at beginning of year | 2015-12-31 | $384,957 |
Total contributions received or receivable from participants | 2015-12-31 | $24,000 |
Other income received | 2015-12-31 | $-8,437 |
Net income (gross income less expenses) | 2015-12-31 | $15,563 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $400,520 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $384,957 |
2014 : TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $47,749 |
Total plan assets at end of year | 2014-12-31 | $384,957 |
Total plan assets at beginning of year | 2014-12-31 | $337,208 |
Total contributions received or receivable from participants | 2014-12-31 | $23,934 |
Other income received | 2014-12-31 | $23,815 |
Net income (gross income less expenses) | 2014-12-31 | $47,749 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $384,957 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $337,208 |
2013 : TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $98,295 |
Total plan assets at end of year | 2013-12-31 | $337,208 |
Total plan assets at beginning of year | 2013-12-31 | $238,913 |
Total contributions received or receivable from participants | 2013-12-31 | $22,826 |
Other income received | 2013-12-31 | $75,469 |
Net income (gross income less expenses) | 2013-12-31 | $98,295 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $337,208 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $238,913 |
2012 : TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $44,494 |
Total plan assets at end of year | 2012-12-31 | $238,913 |
Total plan assets at beginning of year | 2012-12-31 | $194,419 |
Total contributions received or receivable from participants | 2012-12-31 | $16,346 |
Other income received | 2012-12-31 | $28,148 |
Net income (gross income less expenses) | 2012-12-31 | $44,494 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $238,913 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $194,419 |
2011 : TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $8,673 |
Total plan assets at end of year | 2011-12-31 | $194,419 |
Total plan assets at beginning of year | 2011-12-31 | $185,746 |
Total contributions received or receivable from participants | 2011-12-31 | $16,500 |
Other income received | 2011-12-31 | $-7,827 |
Net income (gross income less expenses) | 2011-12-31 | $8,673 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $194,419 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $185,746 |
2010 : TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $46,955 |
Total plan assets at end of year | 2010-12-31 | $185,746 |
Total plan assets at beginning of year | 2010-12-31 | $138,791 |
Total contributions received or receivable from participants | 2010-12-31 | $16,500 |
Other income received | 2010-12-31 | $30,455 |
Net income (gross income less expenses) | 2010-12-31 | $46,955 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $185,746 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $138,791 |
2016: TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2015: TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Multi-employer plan |
2015-01-01 | Plan is a collectively bargained plan | Yes |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2014: TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Multi-employer plan |
2014-01-01 | Plan is a collectively bargained plan | Yes |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2013: TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Mulitple employer plan |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2012: TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Multi-employer plan |
2012-01-01 | Plan is a collectively bargained plan | Yes |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2009: TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Multi-employer plan |
2009-01-01 | First time form 5500 has been submitted | Yes |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
Policy contract number | 021924-A |
Policy instance | 1 |
Insurance contract or identification number | 021924-A | Number of Individuals Covered | 1 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of fees paid to insurance company | USD $21 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 21 | Additional information about fees paid to insurance broker | INCENTIVE COMP PROGRAM | Insurance broker organization code? | 3 | Insurance broker name | MUTUAL OF AMERICA |
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MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
Policy contract number | 021924-A |
Policy instance | 1 |
Insurance contract or identification number | 021924-A | Number of Individuals Covered | 1 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of fees paid to insurance company | USD $29 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 29 | Additional information about fees paid to insurance broker | INCENTIVE COMP PROGRAM | Insurance broker organization code? | 3 | Insurance broker name | MUTUAL OF AMERICA |
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MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
Policy contract number | 021924-A |
Policy instance | 1 |
Insurance contract or identification number | 021924-A | Number of Individuals Covered | 1 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of fees paid to insurance company | USD $21 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 21 | Additional information about fees paid to insurance broker | INCENTIVE COMP PROGRAM | Insurance broker organization code? | 3 | Insurance broker name | MUTUAL OF AMERICA |
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MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
Policy contract number | 021924-A |
Policy instance | 1 |
Insurance contract or identification number | 021924-A | Number of Individuals Covered | 1 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $12 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | Commission paid to Insurance Broker | USD $5 | Insurance broker organization code? | 3 | Insurance broker name | RICHARD TANKOOS |
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