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TAX DEFERRED ANNUITY PLAN OF 21 PLUS, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF 21 PLUS, INC.
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF 21 PLUS, INC. 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 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

21 PLUS, INC. has sponsored the creation of one or more 401k plans.

Company Name:21 PLUS, INC.
Employer identification number (EIN):222286760
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 21 PLUS, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01JOANNE HANSON2024-07-26
0022022-01-01JOANNE HANSON2023-07-31
0022021-01-01JOANNE HANSON2022-04-20
0022020-01-01JOANNE HANSON2021-04-28
0022019-01-01JOANNE HANSON2020-10-07
0022018-01-01DONNA MATOZZI2019-10-14
0022017-01-01DONNA MATOZZI2018-10-11 DIANE HUTTON-ROSE2018-10-11
0022016-01-01DONNA MATOZZI2017-07-28 DAVID VELARDO2017-07-28
0022015-01-01MARY NORMAN2016-07-29 SHEILA MELORE2016-07-29
0022014-01-01MARY NORMAN2015-10-15 SHEILA MELORE2015-10-15
0022013-01-01MARY NORMAN2014-07-30 SHEILA MELORE2014-07-31
0022012-01-01MARY NORMAN2013-09-06 SHEILA MELORE2013-09-06
0022011-01-01MARY NORMAN2012-10-09
0022010-01-01MARY NORMAN2011-07-28

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF 21 PLUS, INC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF 21 PLUS, INC.

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF 21 PLUS, INC. 2025 401k membership
Total number of particpants at beginning of year2025-07-2522
Total number of particpants at end of year2025-07-2520
Number of Participants With Account Balances2025-07-2519
2024: TAX DEFERRED ANNUITY PLAN OF 21 PLUS, INC. 2024 401k membership
Total number of particpants at beginning of year2024-07-2626
Total number of particpants at end of year2024-07-2622
Number of Participants With Account Balances2024-07-2621
2022: TAX DEFERRED ANNUITY PLAN OF 21 PLUS, INC. 2022 401k membership
Total number of particpants at beginning of year2022-04-2015
Total number of particpants at end of year2022-04-2021
Number of Participants With Account Balances2022-04-2021

Financial Data on TAX DEFERRED ANNUITY PLAN OF 21 PLUS, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF 21 PLUS, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-250
Total liabilities as of the end of the plan year2025-07-250
Total liabilities as of the beginning of the plan year2025-07-250
Total expenses incurred by plan in this plan year2025-07-259480
Net assets as of the end of the plan year2025-07-25969087
Total assets as of the beginning of the plan year2025-07-25842916
Value of plan covered by a fidelity bond2025-07-2585000
Participant contributions to plan in this plan year2025-07-2550569
Value of participant loans at end of plan year2025-07-252585
Other expenses paid from plan in this plan year2025-07-250
Other contributions to plan in this plan year2025-07-250
Other income to plan in this plan year2025-07-2585082
Plan net income in this plan year2025-07-25126171
Net assets as of the end of the plan year2025-07-25969087
Net assets as of the beginning of the plan year2025-07-25842916
Employer contributions to plan in this plan year2025-07-250
Fees paid to broker by Benefit Provider2025-07-25135
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2567
2024 : TAX DEFERRED ANNUITY PLAN OF 21 PLUS, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-260
Total liabilities as of the end of the plan year2024-07-260
Total liabilities as of the beginning of the plan year2024-07-260
Total expenses incurred by plan in this plan year2024-07-2612729
Net assets as of the end of the plan year2024-07-26842916
Total assets as of the beginning of the plan year2024-07-26734223
Value of plan covered by a fidelity bond2024-07-2685000
Participant contributions to plan in this plan year2024-07-2646674
Value of participant loans at end of plan year2024-07-261877
Other expenses paid from plan in this plan year2024-07-260
Other contributions to plan in this plan year2024-07-260
Other income to plan in this plan year2024-07-2674748
Plan net income in this plan year2024-07-26108693
Net assets as of the end of the plan year2024-07-26842916
Net assets as of the beginning of the plan year2024-07-26734223
Employer contributions to plan in this plan year2024-07-260
Fees paid to broker by Benefit Provider2024-07-2651
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2651
2022 : TAX DEFERRED ANNUITY PLAN OF 21 PLUS, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-200
Total liabilities as of the end of the plan year2022-04-200
Total liabilities as of the beginning of the plan year2022-04-200
Total expenses incurred by plan in this plan year2022-04-2012128
Net assets as of the end of the plan year2022-04-20787240
Total assets as of the beginning of the plan year2022-04-20644839
Value of plan covered by a fidelity bond2022-04-20900000
Participant contributions to plan in this plan year2022-04-2035114
Value of participant loans at end of plan year2022-04-20671
Other expenses paid from plan in this plan year2022-04-2076
Other contributions to plan in this plan year2022-04-2039053
Other income to plan in this plan year2022-04-2080362
Plan net income in this plan year2022-04-20142401
Net assets as of the end of the plan year2022-04-20787240
Net assets as of the beginning of the plan year2022-04-20644839
Employer contributions to plan in this plan year2022-04-200
Fees paid to broker by Benefit Provider2022-04-2092

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