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TAX DEFERRED ANNUITY PLAN OF SPECIAL OLYMPICS PENNSYLVANIA, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF SPECIAL OLYMPICS PENNSYLVANIA, INC.
Plan identification number 003

TAX DEFERRED ANNUITY PLAN OF SPECIAL OLYMPICS PENNSYLVANIA, 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 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

SPECIAL OLYMPICS PENNSYLVANIA, INC. has sponsored the creation of one or more 401k plans.

Company Name:SPECIAL OLYMPICS PENNSYLVANIA, INC.
Employer identification number (EIN):232078543
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF SPECIAL OLYMPICS PENNSYLVANIA, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01DAN REARDON2024-10-15
0032022-01-01DAN REARDON2023-10-05
0032021-01-01DAN REARDON2022-10-14
0032020-01-01DAN REARDON2021-07-22
0032019-01-01SUSAN WYLAND2020-07-20
0032018-01-01SUSAN WYLAND2019-07-18
0032017-01-01SUSAN WYLAND2018-08-06
0032016-01-01SUSAN WYLAND2017-07-13
0032015-01-01SUSAN WYLAND2016-07-12
0032014-01-01JOHN B. MCCORMICK2015-07-08
0032013-01-01JOHN B. MCCORMICK2014-07-14
0032012-01-01JOHN B. MCCORMICK2013-07-09
0032011-01-01JOHN B. MCCORMICK2012-07-16
0032010-01-01JOHN B. MCCORMICK2011-05-03

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF SPECIAL OLYMPICS PENNSYLVANIA, INC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF SPECIAL OLYMPICS PENNSYLVANIA, INC.

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF SPECIAL OLYMPICS PENNSYLVANIA, INC. 2025 401k membership
Total number of particpants at beginning of year2025-10-097
Total number of particpants at end of year2025-10-097
Number of Participants With Account Balances2025-10-093
2024: TAX DEFERRED ANNUITY PLAN OF SPECIAL OLYMPICS PENNSYLVANIA, INC. 2024 401k membership
Total number of particpants at beginning of year2024-10-157
Total number of particpants at end of year2024-10-157
Number of Participants With Account Balances2024-10-153

Financial Data on TAX DEFERRED ANNUITY PLAN OF SPECIAL OLYMPICS PENNSYLVANIA, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF SPECIAL OLYMPICS PENNSYLVANIA, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-090
Total liabilities as of the end of the plan year2025-10-090
Total liabilities as of the beginning of the plan year2025-10-090
Total expenses incurred by plan in this plan year2025-10-0918
Net assets as of the end of the plan year2025-10-09193044
Total assets as of the beginning of the plan year2025-10-09178598
Value of plan covered by a fidelity bond2025-10-09200000
Participant contributions to plan in this plan year2025-10-090
Other expenses paid from plan in this plan year2025-10-090
Other contributions to plan in this plan year2025-10-090
Other income to plan in this plan year2025-10-0914464
Plan net income in this plan year2025-10-0914446
Net assets as of the end of the plan year2025-10-09193044
Net assets as of the beginning of the plan year2025-10-09178598
Employer contributions to plan in this plan year2025-10-090
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0918
2024 : TAX DEFERRED ANNUITY PLAN OF SPECIAL OLYMPICS PENNSYLVANIA, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-150
Total liabilities as of the end of the plan year2024-10-150
Total liabilities as of the beginning of the plan year2024-10-150
Total expenses incurred by plan in this plan year2024-10-150
Net assets as of the end of the plan year2024-10-15178598
Total assets as of the beginning of the plan year2024-10-15164000
Value of plan covered by a fidelity bond2024-10-15500000
Participant contributions to plan in this plan year2024-10-150
Other expenses paid from plan in this plan year2024-10-150
Other contributions to plan in this plan year2024-10-150
Other income to plan in this plan year2024-10-1514598
Plan net income in this plan year2024-10-1514598
Net assets as of the end of the plan year2024-10-15178598
Net assets as of the beginning of the plan year2024-10-15164000
Employer contributions to plan in this plan year2024-10-150
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-150

Potentially related plans

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