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TAX DEFERRED ANNUITY PLAN OF LITERACY WEST NY, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF LITERACY WEST NY, INC.
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF LITERACY WEST NY, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

LITERACY WEST NY, INC. has sponsored the creation of one or more 401k plans.

Company Name:LITERACY WEST NY, INC.
Employer identification number (EIN):222936506
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about LITERACY WEST NY, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1990-11-19
Company Identification Number: 1489600
Legal Registered Office Address: 5455 STATE ROUTE 19 NORTH
Allegany
BELMONT
United States of America (USA)
14813

More information about LITERACY WEST NY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF LITERACY WEST NY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01LISA LEE
0012023-01-01
0012023-01-01LISA LEE
0012022-01-01
0012022-01-01LISA LEE
0012021-01-01
0012021-01-01LISA LEE
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LISA LEE2019-08-29
0012016-01-01LISA LEE2017-07-25
0012015-01-01LISA LEE2017-07-25
0012014-01-01LISA LEE2015-10-14
0012013-01-01LISA LEE2015-01-08 LISA LEE2015-01-08
0012012-01-01LISA LEE2014-12-15
0012011-01-01GAIL PATTISON2012-06-13 GAIL PATTISON2012-06-13
0012010-01-01ED WALLACE2011-09-01

Financial Data on TAX DEFERRED ANNUITY PLAN OF LITERACY WEST NY, INC.

Measure Date Value
2024 : TAX DEFERRED ANNUITY PLAN OF LITERACY WEST NY, INC. 2024 401k financial data
Total income from all sources2024-01-01$69,944
Expenses. Total of all expenses incurred2024-01-01$986
Benefits paid (including direct rollovers)2024-01-01$190
Total plan assets at end of year2024-01-01$223,185
Total plan assets at beginning of year2024-01-01$154,227
Value of fidelity bond covering the plan2024-01-01$20,000
Total contributions received or receivable from participants2024-01-01$27,426
Expenses. Other expenses not covered elsewhere2024-01-01$796
Other income received2024-01-01$16,981
Net income (gross income less expenses)2024-01-01$68,958
Net plan assets at end of year (total assets less liabilities)2024-01-01$223,185
Net plan assets at beginning of year (total assets less liabilities)2024-01-01$154,227
Assets. Value of participant loans2024-01-01$5,410
Total contributions received or receivable from employer(s)2024-01-01$25,537
2023 : TAX DEFERRED ANNUITY PLAN OF LITERACY WEST NY, INC. 2023 401k financial data
Total income from all sources2023-12-31$61,054
Expenses. Total of all expenses incurred2023-12-31$20,514
Benefits paid (including direct rollovers)2023-12-31$19,824
Total plan assets at end of year2023-12-31$154,227
Total plan assets at beginning of year2023-12-31$113,687
Value of fidelity bond covering the plan2023-12-31$20,000
Total contributions received or receivable from participants2023-12-31$21,573
Other income received2023-12-31$15,955
Net income (gross income less expenses)2023-12-31$40,540
Net plan assets at end of year (total assets less liabilities)2023-12-31$154,227
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$113,687
Assets. Value of participant loans2023-12-31$8,445
Total contributions received or receivable from employer(s)2023-12-31$23,526
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$690
2022 : TAX DEFERRED ANNUITY PLAN OF LITERACY WEST NY, INC. 2022 401k financial data
Total income from all sources2022-12-31$61,282
Expenses. Total of all expenses incurred2022-12-31$15,236
Total plan assets at end of year2022-12-31$113,687
Total plan assets at beginning of year2022-12-31$67,641
Value of fidelity bond covering the plan2022-12-31$20,000
Total contributions received or receivable from participants2022-12-31$32,441
Expenses. Other expenses not covered elsewhere2022-12-31$15,236
Contributions received from other sources (not participants or employers)2022-12-31$5,020
Other income received2022-12-31$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 loans2022-12-31$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 sources2021-12-31$12,650
Expenses. Total of all expenses incurred2021-12-31$1,366
Benefits paid (including direct rollovers)2021-12-31$1,036
Total plan assets at end of year2021-12-31$67,641
Total plan assets at beginning of year2021-12-31$56,357
Value of fidelity bond covering the plan2021-12-31$20,000
Total contributions received or receivable from participants2021-12-31$6,900
Expenses. Other expenses not covered elsewhere2021-12-31$330
Other income received2021-12-31$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 loans2021-12-31$14,142
2020 : TAX DEFERRED ANNUITY PLAN OF LITERACY WEST NY, INC. 2020 401k financial data
Total income from all sources2020-12-31$6,619
Expenses. Total of all expenses incurred2020-12-31$330
Total plan assets at end of year2020-12-31$56,357
Total plan assets at beginning of year2020-12-31$50,068
Value of fidelity bond covering the plan2020-12-31$20,000
Total contributions received or receivable from participants2020-12-31$1,560
Expenses. Other expenses not covered elsewhere2020-12-31$330
Other income received2020-12-31$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 sources2019-12-31$10,322
Expenses. Total of all expenses incurred2019-12-31$8,047
Benefits paid (including direct rollovers)2019-12-31$7,657
Total plan assets at end of year2019-12-31$50,068
Total plan assets at beginning of year2019-12-31$47,793
Value of fidelity bond covering the plan2019-12-31$20,000
Total contributions received or receivable from participants2019-12-31$1,500
Expenses. Other expenses not covered elsewhere2019-12-31$390
Other income received2019-12-31$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 sources2018-12-31$245
Expenses. Total of all expenses incurred2018-12-31$5,765
Benefits paid (including direct rollovers)2018-12-31$5,375
Total plan assets at end of year2018-12-31$47,793
Total plan assets at beginning of year2018-12-31$53,313
Value of fidelity bond covering the plan2018-12-31$20,000
Total contributions received or receivable from participants2018-12-31$2,542
Expenses. Other expenses not covered elsewhere2018-12-31$390
Other income received2018-12-31$-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 loans2018-12-31$822

Form 5500 Responses for TAX DEFERRED ANNUITY PLAN OF LITERACY WEST NY, INC.

2023: TAX DEFERRED ANNUITY PLAN OF LITERACY WEST NY, INC. 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: TAX DEFERRED ANNUITY PLAN OF LITERACY WEST NY, INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TAX DEFERRED ANNUITY PLAN OF LITERACY WEST NY, INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TAX DEFERRED ANNUITY PLAN OF LITERACY WEST NY, INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TAX DEFERRED ANNUITY PLAN OF LITERACY WEST NY, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TAX DEFERRED ANNUITY PLAN OF LITERACY WEST NY, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes

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