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TAX DEFERRED ANNUITY PLAN OF MORNINGSIDE RETIREMENT & HEALTH SERVICES 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF MORNINGSIDE RETIREMENT & HEALTH SERVICES
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF MORNINGSIDE RETIREMENT & HEALTH SERVICES 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

MORNINGSIDE RETIREMENT & HEALTH SER VICES has sponsored the creation of one or more 401k plans.

Company Name:MORNINGSIDE RETIREMENT & HEALTH SER VICES
Employer identification number (EIN):136206256
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF MORNINGSIDE RETIREMENT & HEALTH SERVICES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01EILEEN ENG2023-07-17
0012021-01-01EILEEN ENG2022-12-29
0012020-01-01ALAN STRICOFF2021-09-15
0012019-01-01ALAN STRICOFF2020-09-09
0012018-01-01ALAN STRICOFF2019-09-05
0012017-01-01ALAN STRICOFF2018-09-18
0012016-01-01ALAN STRICOFF2017-07-07
0012015-01-01ALAN STRICOFF2016-10-07
0012014-01-01ALAN STRICOFF2015-10-07
0012013-01-01ALAN STRICOFF2014-09-24
0012011-01-01ALAN STRICOFF2012-10-03
0012010-01-01ALAN STRICOFF2011-10-05

Financial Data on TAX DEFERRED ANNUITY PLAN OF MORNINGSIDE RETIREMENT & HEALTH SERVICES

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF MORNINGSIDE RETIREMENT & HEALTH SERVICES 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-130
Total liabilities as of the end of the plan year2025-05-130
Total liabilities as of the beginning of the plan year2025-05-130
Total expenses incurred by plan in this plan year2025-05-130
Net assets as of the end of the plan year2025-05-13280762
Total assets as of the beginning of the plan year2025-05-13185440
Participant contributions to plan in this plan year2025-05-1359725
Other expenses paid from plan in this plan year2025-05-130
Other contributions to plan in this plan year2025-05-130
Other income to plan in this plan year2025-05-1335597
Plan net income in this plan year2025-05-1395322
Net assets as of the end of the plan year2025-05-13280762
Net assets as of the beginning of the plan year2025-05-13185440
Employer contributions to plan in this plan year2025-05-130
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-130
Total transfers to/from plan in this plan year2025-04-250
Total liabilities as of the end of the plan year2025-04-250
Total liabilities as of the beginning of the plan year2025-04-250
Total expenses incurred by plan in this plan year2025-04-250
Net assets as of the end of the plan year2025-04-25376631
Total assets as of the beginning of the plan year2025-04-25280762
Participant contributions to plan in this plan year2025-04-2549025
Other expenses paid from plan in this plan year2025-04-250
Other contributions to plan in this plan year2025-04-250
Other income to plan in this plan year2025-04-2546844
Plan net income in this plan year2025-04-2595869
Net assets as of the end of the plan year2025-04-25376631
Net assets as of the beginning of the plan year2025-04-25280762
Employer contributions to plan in this plan year2025-04-250
Fees paid to broker by Benefit Provider2025-04-25117
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-250

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