LITERACY WEST NY, INC. has sponsored the creation of one or more 401k plans.
Additional information about LITERACY WEST NY, INC.
Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF LITERACY WEST NY, INC.
401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF LITERACY WEST NY, INC.
| Measure | Date | Value |
|---|
| 2022: TAX DEFERRED ANNUITY PLAN OF LITERACY WEST NY, INC. 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 15 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 8 |
| Total of all active and inactive participants | 2022-01-01 | 23 |
| Total participants | 2022-01-01 | 23 |
| Number of participants with account balances | 2022-01-01 | 23 |
| 2021: TAX DEFERRED ANNUITY PLAN OF LITERACY WEST NY, INC. 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 6 |
| Total of all active and inactive participants | 2021-01-01 | 10 |
| Total participants | 2021-01-01 | 10 |
| Number of participants with account balances | 2021-01-01 | 10 |
| 2020: TAX DEFERRED ANNUITY PLAN OF LITERACY WEST NY, INC. 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 7 |
| Total of all active and inactive participants | 2020-01-01 | 11 |
| Total participants | 2020-01-01 | 11 |
| Number of participants with account balances | 2020-01-01 | 11 |
| 2019: TAX DEFERRED ANNUITY PLAN OF LITERACY WEST NY, INC. 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 11 |
| Total of all active and inactive participants | 2019-01-01 | 11 |
| Total participants | 2019-01-01 | 11 |
| Number of participants with account balances | 2019-01-01 | 11 |
| 2018: TAX DEFERRED ANNUITY PLAN OF LITERACY WEST NY, INC. 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 3 |
| Total of all active and inactive participants | 2018-01-01 | 3 |
| Total participants | 2018-01-01 | 3 |
| Measure | Date | Value |
|---|
| 2022 : TAX DEFERRED ANNUITY PLAN OF LITERACY WEST NY, INC. 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $61,282 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $15,236 |
| Total plan assets at end of year | 2022-12-31 | $113,687 |
| Total plan assets at beginning of year | 2022-12-31 | $67,641 |
| Value of fidelity bond covering the plan | 2022-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $32,441 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $15,236 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $5,020 |
| Other income received | 2022-12-31 | $5,013 |
| Net income (gross income less expenses) | 2022-12-31 | $46,046 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $113,687 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $67,641 |
| Assets. Value of participant loans | 2022-12-31 | $11,354 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $18,808 |
| 2021 : TAX DEFERRED ANNUITY PLAN OF LITERACY WEST NY, INC. 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $12,650 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $1,366 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $1,036 |
| Total plan assets at end of year | 2021-12-31 | $67,641 |
| Total plan assets at beginning of year | 2021-12-31 | $56,357 |
| Value of fidelity bond covering the plan | 2021-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $6,900 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $330 |
| Other income received | 2021-12-31 | $5,750 |
| Net income (gross income less expenses) | 2021-12-31 | $11,284 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $67,641 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $56,357 |
| Assets. Value of participant loans | 2021-12-31 | $14,142 |
| 2020 : TAX DEFERRED ANNUITY PLAN OF LITERACY WEST NY, INC. 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $6,619 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $330 |
| Total plan assets at end of year | 2020-12-31 | $56,357 |
| Total plan assets at beginning of year | 2020-12-31 | $50,068 |
| Value of fidelity bond covering the plan | 2020-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $1,560 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $330 |
| Other income received | 2020-12-31 | $5,059 |
| Net income (gross income less expenses) | 2020-12-31 | $6,289 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $56,357 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $50,068 |
| 2019 : TAX DEFERRED ANNUITY PLAN OF LITERACY WEST NY, INC. 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $10,322 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $8,047 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $7,657 |
| Total plan assets at end of year | 2019-12-31 | $50,068 |
| Total plan assets at beginning of year | 2019-12-31 | $47,793 |
| Value of fidelity bond covering the plan | 2019-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $1,500 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $390 |
| Other income received | 2019-12-31 | $8,822 |
| Net income (gross income less expenses) | 2019-12-31 | $2,275 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $50,068 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $47,793 |
| 2018 : TAX DEFERRED ANNUITY PLAN OF LITERACY WEST NY, INC. 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $245 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $5,765 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $5,375 |
| Total plan assets at end of year | 2018-12-31 | $47,793 |
| Total plan assets at beginning of year | 2018-12-31 | $53,313 |
| Value of fidelity bond covering the plan | 2018-12-31 | $20,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $2,542 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $390 |
| Other income received | 2018-12-31 | $-2,297 |
| Net income (gross income less expenses) | 2018-12-31 | $-5,520 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $47,793 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $53,313 |
| Assets. Value of participant loans | 2018-12-31 | $822 |
| 2022: TAX DEFERRED ANNUITY PLAN OF LITERACY WEST NY, INC. 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: TAX DEFERRED ANNUITY PLAN OF LITERACY WEST NY, INC. 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: TAX DEFERRED ANNUITY PLAN OF LITERACY WEST NY, INC. 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: TAX DEFERRED ANNUITY PLAN OF LITERACY WEST NY, INC. 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: TAX DEFERRED ANNUITY PLAN OF LITERACY WEST NY, INC. 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
