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THE NEW JERSEY AUDUBON SOCIETY TAX DEFERRED ANNUITY RETIREMENT PLAN 401k Plan overview

Plan NameTHE NEW JERSEY AUDUBON SOCIETY TAX DEFERRED ANNUITY RETIREMENT PLAN
Plan identification number 001

THE NEW JERSEY AUDUBON SOCIETY TAX DEFERRED ANNUITY RETIREMENT 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.
  • 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.

401k Sponsoring company profile

NEW JERSEY AUDUBON SOCIETY has sponsored the creation of one or more 401k plans.

Company Name:NEW JERSEY AUDUBON SOCIETY
Employer identification number (EIN):221539642
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 NEW JERSEY AUDUBON SOCIETY TAX DEFERRED ANNUITY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MARK CARMICHAEL2024-10-02 MARK CARMICHAEL2024-10-02
0012022-01-01MARK CARMICHAEL2023-10-13 MARK CARMICHAEL2023-10-13
0012021-01-01MARK CARMICHAEL2022-10-13 MARK CARMICHAEL2022-10-13
0012020-01-01SUDHA IYER2021-06-30 SUDHA IYER2021-06-30
0012019-01-01SUDHA IYER2020-07-24 SUDHA IYER2020-07-24
0012018-01-01SUDHA IYER2019-07-02 SUDHA IYER2019-07-02
0012017-01-01SUDHA IYER2018-06-18 SUDHA IYER2018-06-18
0012016-01-01SUDHA IYER2017-07-13 SUDHA IYER2017-07-13
0012015-01-01SUDHA IYER2016-09-06 SUDHA IYER2016-09-06
0012014-01-01SUDHA IYER2015-08-11 SUDHA IYER2015-08-11
0012013-01-01SUDHA IYER2014-06-11 SUDHA IYER2014-06-11
0012012-01-01SUDHA IYER2013-09-16 SUDHA IYER2013-09-16
0012011-01-01SUDHA IYER2012-09-14 SUDHA IYER2012-09-14
0012010-01-01SUDHA IYER2011-08-25 SUDHA IYER2011-08-25

Financial Data on THE NEW JERSEY AUDUBON SOCIETY TAX DEFERRED ANNUITY RETIREMENT PLAN

Measure Date Value
2025 : THE NEW JERSEY AUDUBON SOCIETY TAX DEFERRED ANNUITY RETIREMENT PLAN 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 year2025-05-132730262
Net assets as of the end of the plan year2025-05-136830982
Total assets as of the beginning of the plan year2025-05-138455616
Value of plan covered by a fidelity bond2025-05-13500000
Participant contributions to plan in this plan year2025-05-13219135
Other expenses paid from plan in this plan year2025-05-130
Other contributions to plan in this plan year2025-05-1323470
Other income to plan in this plan year2025-05-13792255
Plan net income in this plan year2025-05-13-1624634
Net assets as of the end of the plan year2025-05-136830982
Net assets as of the beginning of the plan year2025-05-138455616
Employer contributions to plan in this plan year2025-05-1370768
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-1336091
2024 : THE NEW JERSEY AUDUBON SOCIETY TAX DEFERRED ANNUITY RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-020
Total liabilities as of the end of the plan year2024-10-020
Total liabilities as of the beginning of the plan year2024-10-020
Total expenses incurred by plan in this plan year2024-10-02688233
Net assets as of the end of the plan year2024-10-028455616
Total assets as of the beginning of the plan year2024-10-027668565
Value of plan covered by a fidelity bond2024-10-02500000
Participant contributions to plan in this plan year2024-10-02271096
Other expenses paid from plan in this plan year2024-10-020
Other contributions to plan in this plan year2024-10-020
Other income to plan in this plan year2024-10-021123826
Plan net income in this plan year2024-10-02787051
Net assets as of the end of the plan year2024-10-028455616
Net assets as of the beginning of the plan year2024-10-027668565
Employer contributions to plan in this plan year2024-10-0280362
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0240924

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