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TAX DEFERRED ANNUITY PLAN OF OCEAN FIRST FOUNDATION 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF OCEAN FIRST FOUNDATION
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF OCEAN FIRST FOUNDATION 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

OCEAN FIRST FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:OCEAN FIRST FOUNDATION
Employer identification number (EIN):223465454
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF OCEAN FIRST FOUNDATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KATHERINE DURANTE2024-10-01
0012022-01-01KATHERINE DURANTE2023-05-24
0012021-01-01KATHERINE DURANTE2022-07-15
0012020-01-01KATHERINE DURANTE2021-06-09
0012019-01-01KATHERINE DURANTE2020-07-15
0012018-01-01KATHERINE DURANTE2019-10-01
0012017-01-01KATHERINE DURANTE2018-04-16 KATHERINE DURANTE2018-04-16
0012016-01-01KATHERINE DURANTE2017-05-15 KATHERINE DURANTE2017-05-15
0012015-01-01KATHERINE DURANTE2016-05-18 KATHERINE DURANTE2016-05-18
0012014-01-01KATHERINE DURANTE2015-04-24 KATHERINE DURANTE2015-04-24
0012013-01-01KATHERINE DURANTE2014-06-02 KATHERINE DURANTE2014-06-02
0012012-01-01KATHERINE DURANTE2013-04-16 KATHERINE DURANTE2013-04-16
0012011-01-01KATHERINE DURANTE2012-06-08 KATHERINE DURANTE2012-06-08
0012010-01-01KATHERINE DURANTE2011-10-12 KATHERINE DURANTE2011-10-12

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF OCEAN FIRST FOUNDATION

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF OCEAN FIRST FOUNDATION

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF OCEAN FIRST FOUNDATION 2025 401k membership
Total number of particpants at beginning of year2025-07-185
Total number of particpants at end of year2025-07-185
Number of Participants With Account Balances2025-07-185
2024: TAX DEFERRED ANNUITY PLAN OF OCEAN FIRST FOUNDATION 2024 401k membership
Total number of particpants at beginning of year2024-10-014
Total number of particpants at end of year2024-10-015
Number of Participants With Account Balances2024-10-015
2022: TAX DEFERRED ANNUITY PLAN OF OCEAN FIRST FOUNDATION 2022 401k membership
Total number of particpants at beginning of year2022-07-153
Total number of particpants at end of year2022-07-154
Number of Participants With Account Balances2022-07-154

Financial Data on TAX DEFERRED ANNUITY PLAN OF OCEAN FIRST FOUNDATION

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF OCEAN FIRST FOUNDATION 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-180
Total liabilities as of the end of the plan year2025-07-180
Total liabilities as of the beginning of the plan year2025-07-180
Total expenses incurred by plan in this plan year2025-07-1865
Net assets as of the end of the plan year2025-07-18939068
Total assets as of the beginning of the plan year2025-07-18765321
Value of plan covered by a fidelity bond2025-07-182000000
Participant contributions to plan in this plan year2025-07-1844665
Other expenses paid from plan in this plan year2025-07-180
Other contributions to plan in this plan year2025-07-180
Other income to plan in this plan year2025-07-18129147
Plan net income in this plan year2025-07-18173747
Net assets as of the end of the plan year2025-07-18939068
Net assets as of the beginning of the plan year2025-07-18765321
Employer contributions to plan in this plan year2025-07-180
Fees paid to broker by Benefit Provider2025-07-18111
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1865
2024 : TAX DEFERRED ANNUITY PLAN OF OCEAN FIRST FOUNDATION 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-010
Total liabilities as of the end of the plan year2024-10-010
Total liabilities as of the beginning of the plan year2024-10-010
Total expenses incurred by plan in this plan year2024-10-012
Net assets as of the end of the plan year2024-10-01765321
Total assets as of the beginning of the plan year2024-10-01646346
Value of plan covered by a fidelity bond2024-10-012000000
Participant contributions to plan in this plan year2024-10-0138565
Other expenses paid from plan in this plan year2024-10-010
Other contributions to plan in this plan year2024-10-010
Other income to plan in this plan year2024-10-0180412
Plan net income in this plan year2024-10-01118975
Net assets as of the end of the plan year2024-10-01765321
Net assets as of the beginning of the plan year2024-10-01646346
Employer contributions to plan in this plan year2024-10-010
Fees paid to broker by Benefit Provider2024-10-01162
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-012
2022 : TAX DEFERRED ANNUITY PLAN OF OCEAN FIRST FOUNDATION 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-150
Total liabilities as of the end of the plan year2022-07-150
Total liabilities as of the beginning of the plan year2022-07-150
Total expenses incurred by plan in this plan year2022-07-150
Net assets as of the end of the plan year2022-07-15689555
Total assets as of the beginning of the plan year2022-07-15585877
Value of plan covered by a fidelity bond2022-07-152000000
Participant contributions to plan in this plan year2022-07-1537150
Other expenses paid from plan in this plan year2022-07-150
Other contributions to plan in this plan year2022-07-150
Other income to plan in this plan year2022-07-1566528
Plan net income in this plan year2022-07-15103678
Net assets as of the end of the plan year2022-07-15689555
Net assets as of the beginning of the plan year2022-07-15585877
Employer contributions to plan in this plan year2022-07-150
Fees paid to broker by Benefit Provider2022-07-1574

Potentially related plans

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