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TAX DEFERRED ANNUITY PLAN OF WEST CHESTER AREA DAY CARE CENTER 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF WEST CHESTER AREA DAY CARE CENTER
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF WEST CHESTER AREA DAY CARE CENTER 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

WEST CHESTER AREA DAY CARE CENTER has sponsored the creation of one or more 401k plans.

Company Name:WEST CHESTER AREA DAY CARE CENTER
Employer identification number (EIN):231613599
NAIC Classification:624410
NAIC Description:Child Day Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF WEST CHESTER AREA DAY CARE CENTER

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ELIZABETH BILLIE2024-10-10
0012022-01-01ELIZABETH BILLIE2023-10-13
0012021-01-01ELIZABETH BILLIE2022-10-10
0012020-01-01ELIZABETH BILLIE2021-07-08
0012019-01-01ELIZABETH BILLIE2020-10-09
0012018-01-01ELIZABETH BILLIE2019-10-08
0012017-01-01ELIZABETH BILLIE2018-10-09 ELIZABETH BILLIE2018-10-09
0012016-01-01ELIZABETH BILLIE2017-10-06 ELIZABETH BILLIE2017-10-06
0012015-01-01ELIZABETH BILLIE2016-10-03 ELIZABETH BILLIE2016-10-03
0012014-01-01ELIZABETH BILLIE2015-10-05 ELIZABETH BILLIE2015-10-05
0012013-01-01ELIZABETH BILLIE2014-10-01 ELIZABETH BILLIE2014-10-01
0012012-01-01BETSY BILLIE2013-09-24 BETSY BILLIE2013-09-24
0012011-01-01ELIZABETH BILLIE2012-10-09 ELIZABETH BILLIE2012-10-09
0012010-01-01ELIZABETH BILLIE2011-10-10 ELIZABETH BILLIE2011-10-10

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF WEST CHESTER AREA DAY CARE CENTER

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF WEST CHESTER AREA DAY CARE CENTER

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF WEST CHESTER AREA DAY CARE CENTER 2025 401k membership
Total number of particpants at beginning of year2025-10-0315
Total number of particpants at end of year2025-10-0315
Number of Participants With Account Balances2025-10-0314
2024: TAX DEFERRED ANNUITY PLAN OF WEST CHESTER AREA DAY CARE CENTER 2024 401k membership
Total number of particpants at beginning of year2024-10-1040
Total number of particpants at end of year2024-10-1046
Number of Participants With Account Balances2024-10-1014
2022: TAX DEFERRED ANNUITY PLAN OF WEST CHESTER AREA DAY CARE CENTER 2022 401k membership
Total number of particpants at beginning of year2022-10-1028
Total number of particpants at end of year2022-10-1031
Number of Participants With Account Balances2022-10-1011

Financial Data on TAX DEFERRED ANNUITY PLAN OF WEST CHESTER AREA DAY CARE CENTER

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF WEST CHESTER AREA DAY CARE CENTER 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-030
Total liabilities as of the end of the plan year2025-10-030
Total liabilities as of the beginning of the plan year2025-10-030
Total expenses incurred by plan in this plan year2025-10-0315362
Net assets as of the end of the plan year2025-10-03249203
Total assets as of the beginning of the plan year2025-10-03225935
Value of plan covered by a fidelity bond2025-10-0350000
Participant contributions to plan in this plan year2025-10-0319850
Other expenses paid from plan in this plan year2025-10-030
Other contributions to plan in this plan year2025-10-030
Other income to plan in this plan year2025-10-0318780
Plan net income in this plan year2025-10-0323268
Net assets as of the end of the plan year2025-10-03249203
Net assets as of the beginning of the plan year2025-10-03225935
Employer contributions to plan in this plan year2025-10-030
Fees paid to broker by Benefit Provider2025-10-0336
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0369
2024 : TAX DEFERRED ANNUITY PLAN OF WEST CHESTER AREA DAY CARE CENTER 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-100
Total liabilities as of the end of the plan year2024-10-100
Total liabilities as of the beginning of the plan year2024-10-100
Total expenses incurred by plan in this plan year2024-10-1048
Net assets as of the end of the plan year2024-10-10225935
Total assets as of the beginning of the plan year2024-10-10189497
Value of plan covered by a fidelity bond2024-10-1050000
Participant contributions to plan in this plan year2024-10-1016545
Other expenses paid from plan in this plan year2024-10-100
Other contributions to plan in this plan year2024-10-100
Other income to plan in this plan year2024-10-1019941
Plan net income in this plan year2024-10-1036438
Net assets as of the end of the plan year2024-10-10225935
Net assets as of the beginning of the plan year2024-10-10189497
Employer contributions to plan in this plan year2024-10-100
Fees paid to broker by Benefit Provider2024-10-1073
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1048
2022 : TAX DEFERRED ANNUITY PLAN OF WEST CHESTER AREA DAY CARE CENTER 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-100
Total liabilities as of the end of the plan year2022-10-100
Total liabilities as of the beginning of the plan year2022-10-100
Total expenses incurred by plan in this plan year2022-10-101996
Net assets as of the end of the plan year2022-10-10189789
Total assets as of the beginning of the plan year2022-10-10158634
Value of plan covered by a fidelity bond2022-10-1050000
Participant contributions to plan in this plan year2022-10-1016020
Other expenses paid from plan in this plan year2022-10-1074
Other contributions to plan in this plan year2022-10-100
Other income to plan in this plan year2022-10-1017131
Plan net income in this plan year2022-10-1031155
Net assets as of the end of the plan year2022-10-10189789
Net assets as of the beginning of the plan year2022-10-10158634
Employer contributions to plan in this plan year2022-10-100
Fees paid to broker by Benefit Provider2022-10-1036

Potentially related plans

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