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TAX DEFERRED ANNUITY PLAN OF MERCY LEARNING CENTER OF BRIDGEPORT, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF MERCY LEARNING CENTER OF BRIDGEPORT, INC.
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF MERCY LEARNING CENTER OF BRIDGEPORT, 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

MERCY LEARNING CENTER OF BRIDGEPORT, INC. has sponsored the creation of one or more 401k plans.

Company Name:MERCY LEARNING CENTER OF BRIDGEPORT, INC.
Employer identification number (EIN):222859879
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF MERCY LEARNING CENTER OF BRIDGEPORT, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JEANETTE LIZONDRO2024-07-30 JEANETTE LIZONDRO2024-07-30
0012022-01-01JEANETTE LIZONDRO2023-10-13 JEANETTE LIZONDRO2023-10-13
0012021-01-01JANE FERREIRA2022-05-12 JANE FERREIRA2022-05-12
0012020-01-01JANE FERREIRA2021-07-30 JANE FERREIRA2021-07-30
0012019-01-01JANE FERREIRA2020-07-24 JANE FERREIRA2020-07-24
0012018-01-01JANE FERREIRA2019-07-18 JANE FERREIRA2019-07-18
0012017-01-01JANE FERREIRA2018-05-08 JANE FERREIRA2018-05-08
0012016-01-01JANE FERREIRA2017-05-17 JANE FERREIRA2017-05-17
0012015-01-01JANE FERREIRA2016-05-06 JANE FERREIRA2016-05-06
0012014-01-01JANE FERREIRA2015-04-15 JANE FERREIRA2015-04-15
0012013-01-01JANE FERREIRA2014-05-14 JANE FERREIRA2014-05-14
0012012-01-01JANE FERREIRA2013-06-17 JANE FERREIRA2013-06-17
0012011-01-01JANE FERREIRA2012-06-21
0012010-01-01JANE FERREIRA2011-07-29

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF MERCY LEARNING CENTER OF BRIDGEPORT, INC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF MERCY LEARNING CENTER OF BRIDGEPORT, INC.

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF MERCY LEARNING CENTER OF BRIDGEPORT, INC. 2025 401k membership
Total number of particpants at beginning of year2025-07-134
Total number of particpants at end of year2025-07-134
Number of Participants With Account Balances2025-07-134
2024: TAX DEFERRED ANNUITY PLAN OF MERCY LEARNING CENTER OF BRIDGEPORT, INC. 2024 401k membership
Total number of particpants at beginning of year2024-07-304
Total number of particpants at end of year2024-07-304
Number of Participants With Account Balances2024-07-304

Financial Data on TAX DEFERRED ANNUITY PLAN OF MERCY LEARNING CENTER OF BRIDGEPORT, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF MERCY LEARNING CENTER OF BRIDGEPORT, INC. 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-1357
Net assets as of the end of the plan year2025-07-136072
Total assets as of the beginning of the plan year2025-07-135951
Value of plan covered by a fidelity bond2025-07-131000000
Other expenses paid from plan in this plan year2025-07-1357
Other income to plan in this plan year2025-07-13178
Plan net income in this plan year2025-07-13121
Net assets as of the end of the plan year2025-07-136072
Net assets as of the beginning of the plan year2025-07-135951
2024 : TAX DEFERRED ANNUITY PLAN OF MERCY LEARNING CENTER OF BRIDGEPORT, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-300
Total expenses incurred by plan in this plan year2024-07-3056
Net assets as of the end of the plan year2024-07-305951
Total assets as of the beginning of the plan year2024-07-305834
Value of plan covered by a fidelity bond2024-07-301000000
Participant contributions to plan in this plan year2024-07-300
Other expenses paid from plan in this plan year2024-07-3056
Other contributions to plan in this plan year2024-07-300
Other income to plan in this plan year2024-07-30173
Plan net income in this plan year2024-07-30117
Net assets as of the end of the plan year2024-07-305951
Net assets as of the beginning of the plan year2024-07-305834
Employer contributions to plan in this plan year2024-07-300
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-300

Potentially related plans

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