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TAX DEFERRED ANNUITY PLAN OF COUNCIL OF FAMILY AND CHILD CARINGAGENCIES 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF COUNCIL OF FAMILY AND CHILD CARINGAGENCIES
Plan identification number 004

TAX DEFERRED ANNUITY PLAN OF COUNCIL OF FAMILY AND CHILD CARINGAGENCIES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

COUNCIL OF FAMILY AND CHILD CARING AGENCIES has sponsored the creation of one or more 401k plans.

Company Name:COUNCIL OF FAMILY AND CHILD CARING AGENCIES
Employer identification number (EIN):136260008
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 COUNCIL OF FAMILY AND CHILD CARINGAGENCIES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01KATHLEEN BRADY-STEPIEN2024-07-25
0042022-01-01KATHLEEN BRADY-STEPIEN2023-10-11
0042021-01-01LUIS PICO2022-10-10
0042020-01-01KATHLEEN BRADY-STEPIEN2021-06-18
0042019-01-01JAMES PURCELL2020-07-28
0042018-01-01ALAN STRICOFF2019-09-05
0042017-01-01ALAN STRICOFF2018-09-14
0042016-01-01ALAN STRICOFF2017-06-26
0042015-01-01ALAN STRICOFF2016-10-06
0042014-01-01ALAN STRICOFF2015-10-06
0042013-01-01ALAN STRICOFF2014-09-26
0042012-01-01ALAN STRICOFF2013-10-04
0042011-01-01ALAN STRICOFF2012-10-01
0042010-01-01ALAN STRICOFF2011-09-27

Financial Data on TAX DEFERRED ANNUITY PLAN OF COUNCIL OF FAMILY AND CHILD CARINGAGENCIES

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF COUNCIL OF FAMILY AND CHILD CARINGAGENCIES 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-05-280
Total expenses incurred by plan in this plan year2025-05-288079
Net assets as of the end of the plan year2025-05-28997343
Total assets as of the beginning of the plan year2025-05-28798395
Value of plan covered by a fidelity bond2025-05-2899734
Participant contributions to plan in this plan year2025-05-2839006
Other income to plan in this plan year2025-05-28168021
Plan net income in this plan year2025-05-28198948
Net assets as of the end of the plan year2025-05-28997343
Net assets as of the beginning of the plan year2025-05-28798395
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-288079
2024 : TAX DEFERRED ANNUITY PLAN OF COUNCIL OF FAMILY AND CHILD CARINGAGENCIES 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-2542815
Net assets as of the end of the plan year2024-07-25798395
Total assets as of the beginning of the plan year2024-07-25661111
Value of plan covered by a fidelity bond2024-07-25150000
Participant contributions to plan in this plan year2024-07-2534329
Value of participant loans at end of plan year2024-07-250
Other income to plan in this plan year2024-07-25145770
Plan net income in this plan year2024-07-25137284
Net assets as of the end of the plan year2024-07-25798395
Net assets as of the beginning of the plan year2024-07-25661111
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-257676

Potentially related plans

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