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FOUNDATION FOR LOUISIANA 403(B) PLAN 401k Plan overview

Plan NameFOUNDATION FOR LOUISIANA 403(B) PLAN
Plan identification number 001

FOUNDATION FOR LOUISIANA 403(B) PLAN 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

FOUNDATION FOR LOUISIANA has sponsored the creation of one or more 401k plans.

Company Name:FOUNDATION FOR LOUISIANA
Employer identification number (EIN):203399944
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOUNDATION FOR LOUISIANA 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-07-01FLOZELL DANIELS, JR.2021-04-05 FLOZELL DANIELS, JR.2021-04-05
0012018-07-01FLOZELL DANIELS, JR.2020-04-10 FLOZELL DANIELS, JR.2020-04-10
0012017-07-01FLOZELL DANIELS, JR.2019-04-15 FLOZELL DANIELS, JR.2019-04-15
0012016-07-01FLOZELL DANIELS, JR.2018-04-16 FLOZELL DANIELS, JR.2018-04-16
0012015-07-01
0012014-07-01FLOZELL DANIELS, JR.2015-11-04
0012013-07-01FLOZELL DANIELS, JR.2014-11-04
0012012-07-01FLOZELL DANIELS, JR.2013-10-01
0012011-07-01FLOZELL DANIELS, JR.2012-09-17
0012010-07-01FLOZELL DANIELS, JR.2012-05-17
0012008-07-01FLOZELL DANIELS, JR.
0012007-07-01FLOZELL DANIELS, JR.
0012006-07-01FLOZELL DANIELS, JR.

Plan Statistics for FOUNDATION FOR LOUISIANA 403(B) PLAN

401k plan membership statisitcs for FOUNDATION FOR LOUISIANA 403(B) PLAN

Measure Date Value
2008: FOUNDATION FOR LOUISIANA 403(B) PLAN 2008 401k membership
Total participants, beginning-of-year2008-07-0110
Total number of active participants reported on line 7a of the Form 55002008-07-0110
Number of retired or separated participants receiving benefits2008-07-013
Number of other retired or separated participants entitled to future benefits2008-07-010
Total of all active and inactive participants2008-07-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-07-010
Total participants2008-07-0113
Number of participants with account balances2008-07-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-07-010
2007: FOUNDATION FOR LOUISIANA 403(B) PLAN 2007 401k membership
Total participants, beginning-of-year2007-07-014
Total number of active participants reported on line 7a of the Form 55002007-07-017
Number of retired or separated participants receiving benefits2007-07-013
Number of other retired or separated participants entitled to future benefits2007-07-010
Total of all active and inactive participants2007-07-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-07-010
Total participants2007-07-0110
Number of participants with account balances2007-07-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-07-010
2006: FOUNDATION FOR LOUISIANA 403(B) PLAN 2006 401k membership
Total participants, beginning-of-year2006-07-015
Total number of active participants reported on line 7a of the Form 55002006-07-014
Number of retired or separated participants receiving benefits2006-07-010
Number of other retired or separated participants entitled to future benefits2006-07-010
Total of all active and inactive participants2006-07-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-07-010
Total participants2006-07-014
Number of participants with account balances2006-07-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-07-010

Financial Data on FOUNDATION FOR LOUISIANA 403(B) PLAN

Measure Date Value
2009 : FOUNDATION FOR LOUISIANA 403(B) PLAN 2009 401k financial data
Total income from all sources2009-06-30$33,759
Expenses. Total of all expenses incurred2009-06-30$90
Total plan assets at end of year2009-06-30$68,908
Total plan assets at beginning of year2009-06-30$35,239
Total contributions received or receivable from participants2009-06-30$34,736
Expenses. Other expenses not covered elsewhere2009-06-30$90
Other income received2009-06-30$-21,583
Net income (gross income less expenses)2009-06-30$33,669
Net plan assets at end of year (total assets less liabilities)2009-06-30$68,908
Net plan assets at beginning of year (total assets less liabilities)2009-06-30$35,239
Total contributions received or receivable from employer(s)2009-06-30$20,606
2008 : FOUNDATION FOR LOUISIANA 403(B) PLAN 2008 401k financial data
Total income from all sources2008-06-30$32,833
Expenses. Total of all expenses incurred2008-06-30$30
Total plan assets at end of year2008-06-30$35,239
Total plan assets at beginning of year2008-06-30$2,436
Total contributions received or receivable from participants2008-06-30$23,238
Expenses. Other expenses not covered elsewhere2008-06-30$30
Other income received2008-06-30$532
Net income (gross income less expenses)2008-06-30$32,803
Net plan assets at end of year (total assets less liabilities)2008-06-30$35,239
Net plan assets at beginning of year (total assets less liabilities)2008-06-30$2,436
Total contributions received or receivable from employer(s)2008-06-30$9,063
2007 : FOUNDATION FOR LOUISIANA 403(B) PLAN 2007 401k financial data
Total income from all sources2007-06-30$2,436
Total plan assets at end of year2007-06-30$2,436
Total contributions received or receivable from participants2007-06-30$1,926
Other income received2007-06-30$44
Net income (gross income less expenses)2007-06-30$2,436
Net plan assets at end of year (total assets less liabilities)2007-06-30$2,436
Total contributions received or receivable from employer(s)2007-06-30$466

Form 5500 Responses for FOUNDATION FOR LOUISIANA 403(B) PLAN

2008: FOUNDATION FOR LOUISIANA 403(B) PLAN 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedNo
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planNo
2008-07-01Plan funding arrangement – InsuranceYes
2008-07-01Plan benefit arrangement – InsuranceYes
2007: FOUNDATION FOR LOUISIANA 403(B) PLAN 2007 form 5500 responses
2007-07-01Type of plan entitySingle employer plan
2007-07-01Submission has been amendedNo
2007-07-01This submission is the final filingNo
2007-07-01This return/report is a short plan year return/report (less than 12 months)No
2007-07-01Plan is a collectively bargained planNo
2007-07-01Plan funding arrangement – InsuranceYes
2007-07-01Plan benefit arrangement – InsuranceYes
2006: FOUNDATION FOR LOUISIANA 403(B) PLAN 2006 form 5500 responses
2006-07-01Type of plan entitySingle employer plan
2006-07-01First time form 5500 has been submittedYes
2006-07-01Submission has been amendedNo
2006-07-01This submission is the final filingNo
2006-07-01This return/report is a short plan year return/report (less than 12 months)No
2006-07-01Plan is a collectively bargained planNo
2006-07-01Plan funding arrangement – InsuranceYes
2006-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0836859
Policy instance 1
Insurance contract or identification number0836859
Number of Individuals Covered10
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0836859
Policy instance 1
Insurance contract or identification number0836859
Number of Individuals Covered7
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0836859
Policy instance 1
Insurance contract or identification number0836859
Number of Individuals Covered4
Insurance policy start date2006-01-01
Insurance policy end date2006-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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