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THE EMPLOYEE RETIREMENT PLAN OF LEADINGAGE NEW YORK 401k Plan overview

Plan NameTHE EMPLOYEE RETIREMENT PLAN OF LEADINGAGE NEW YORK
Plan identification number 001

THE EMPLOYEE RETIREMENT PLAN OF LEADINGAGE NEW YORK Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LEADINGAGE NEW YORK has sponsored the creation of one or more 401k plans.

Company Name:LEADINGAGE NEW YORK
Employer identification number (EIN):136260145
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE EMPLOYEE RETIREMENT PLAN OF LEADINGAGE NEW YORK

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01DENISE ALPER2023-07-12
0012021-01-01DENISE ALPER2022-10-14
0012020-01-01DENISE ALPER2021-10-13
0012019-01-01DENISE ALPER2020-10-13
0012018-01-01DENISE ALPER2019-10-15
0012017-01-01DENISE ALPER2018-08-22
0012016-01-01DENISE ALPER2017-06-27
0012015-01-01DENISE ALPER2016-07-29
0012014-01-01DENISE ALPER2015-10-07
0012013-01-01DENISE ALPER2014-06-26
0012012-01-01DENISE ALPER2013-10-09
0012011-01-01DENISE ALPER2012-10-11
0012009-01-01CHRISTINE STUTO

Plan Statistics for THE EMPLOYEE RETIREMENT PLAN OF LEADINGAGE NEW YORK

401k plan membership statisitcs for THE EMPLOYEE RETIREMENT PLAN OF LEADINGAGE NEW YORK

Measure Date Value
2009: THE EMPLOYEE RETIREMENT PLAN OF LEADINGAGE NEW YORK 2009 401k membership
Total participants, beginning-of-year2009-01-0187
Total number of active participants reported on line 7a of the Form 55002009-01-0169
Number of other retired or separated participants entitled to future benefits2009-01-0123
Total of all active and inactive participants2009-01-0192
Total participants2009-01-0192
Number of participants with account balances2009-01-0176

Financial Data on THE EMPLOYEE RETIREMENT PLAN OF LEADINGAGE NEW YORK

Measure Date Value
2010 : THE EMPLOYEE RETIREMENT PLAN OF LEADINGAGE NEW YORK 2010 401k financial data
Total income from all sources2010-12-31$1,219,725
Expenses. Total of all expenses incurred2010-12-31$479,304
Benefits paid (including direct rollovers)2010-12-31$478,454
Total plan assets at end of year2010-12-31$6,113,361
Total plan assets at beginning of year2010-12-31$5,372,940
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$345,152
Contributions received from other sources (not participants or employers)2010-12-31$8,516
Other income received2010-12-31$671,760
Net income (gross income less expenses)2010-12-31$740,421
Net plan assets at end of year (total assets less liabilities)2010-12-31$6,113,361
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$5,372,940
Assets. Value of participant loans2010-12-31$62,087
Total contributions received or receivable from employer(s)2010-12-31$194,297
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$850
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : THE EMPLOYEE RETIREMENT PLAN OF LEADINGAGE NEW YORK 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE EMPLOYEE RETIREMENT PLAN OF LEADINGAGE NEW YORK

2009: THE EMPLOYEE RETIREMENT PLAN OF LEADINGAGE NEW YORK 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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