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TAX DEFERRED ANNUITY PLAN OF LEARNING DISABILITIES ASSOCIATION OF AMERICA 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF LEARNING DISABILITIES ASSOCIATION OF AMERICA
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF LEARNING DISABILITIES ASSOCIATION OF AMERICA 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

LEARNING DISABILITIES ASOCIATION OF AMERICA has sponsored the creation of one or more 401k plans.

Company Name:LEARNING DISABILITIES ASOCIATION OF AMERICA
Employer identification number (EIN):237088242
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 LEARNING DISABILITIES ASSOCIATION OF AMERICA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01HEATHER NICKLOW2024-07-29
0012022-01-01HEATHER NICKLOW2023-10-11
0012021-01-01HEATHER NICKLOW2022-10-11
0012020-01-01HEATHER NICKLOW2021-07-23
0012019-01-01HEATHER NICKLOW2020-07-10
0012018-01-01HEATHER NICKLOW2019-07-31
0012017-01-01MARY CLARE REYNOLDS2018-07-12
0012016-01-01MARY CLARE REYNOLDS2017-06-20
0012015-01-01MARY CLARE REYNOLDS2016-09-14
0012014-01-01MARY CLARE REYNOLDS2015-07-01
0012013-01-01MARY CLARE REYNOLDS2014-05-22
0012012-01-01HEATHER NICKLOW2013-09-25
0012011-01-01HEATHER NICKLOW2012-04-25
0012010-01-01VIRGINIA SCHULTZ2011-05-25

Financial Data on TAX DEFERRED ANNUITY PLAN OF LEARNING DISABILITIES ASSOCIATION OF AMERICA

Measure Date Value
2024 : TAX DEFERRED ANNUITY PLAN OF LEARNING DISABILITIES ASSOCIATION OF AMERICA 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-290
Total liabilities as of the end of the plan year2024-07-290
Total liabilities as of the beginning of the plan year2024-07-290
Total expenses incurred by plan in this plan year2024-07-2924
Net assets as of the end of the plan year2024-07-29149824
Total assets as of the beginning of the plan year2024-07-29112374
Value of plan covered by a fidelity bond2024-07-2915000
Participant contributions to plan in this plan year2024-07-297167
Other expenses paid from plan in this plan year2024-07-290
Other contributions to plan in this plan year2024-07-294769
Other income to plan in this plan year2024-07-2918371
Plan net income in this plan year2024-07-2937450
Net assets as of the end of the plan year2024-07-29149824
Net assets as of the beginning of the plan year2024-07-29112374
Employer contributions to plan in this plan year2024-07-297167
Fees paid to broker by Benefit Provider2024-07-2989
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2924
2022 : TAX DEFERRED ANNUITY PLAN OF LEARNING DISABILITIES ASSOCIATION OF AMERICA 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-110
Total liabilities as of the end of the plan year2022-10-110
Total liabilities as of the beginning of the plan year2022-10-110
Total expenses incurred by plan in this plan year2022-10-118753
Net assets as of the end of the plan year2022-10-11115004
Total assets as of the beginning of the plan year2022-10-1193092
Value of plan covered by a fidelity bond2022-10-1115000
Participant contributions to plan in this plan year2022-10-118266
Other expenses paid from plan in this plan year2022-10-1119
Other contributions to plan in this plan year2022-10-110
Other income to plan in this plan year2022-10-1114150
Plan net income in this plan year2022-10-1121912
Net assets as of the end of the plan year2022-10-11115004
Net assets as of the beginning of the plan year2022-10-1193092
Employer contributions to plan in this plan year2022-10-118249
Fees paid to broker by Benefit Provider2022-10-113

Potentially related plans

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