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TAX DEFERRED ANNUITY PLAN OF DISTRICT THREE YOUTH AND ADULTS, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF DISTRICT THREE YOUTH AND ADULTS, INC.
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF DISTRICT THREE YOUTH AND ADULTS, 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

DISTRICT THREE YOUTH AND ADULTS INC has sponsored the creation of one or more 401k plans.

Company Name:DISTRICT THREE YOUTH AND ADULTS INC
Employer identification number (EIN):237188198
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 DISTRICT THREE YOUTH AND ADULTS, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01MARY LEE2024-10-08 MARY LEE2024-10-08
0022022-01-01CAROL KRUEGER2023-10-10 CAROL KRUEGER2023-10-10
0022021-01-01JAMES KELLY2022-10-17 JAMES KELLY2022-10-17
0022020-01-01JAMES KELLY2021-10-04 JAMES KELLY2021-10-04
0022019-01-01JAMES KELLY2020-09-29 JAMES KELLY2020-09-29
0022018-01-01JAMES KELLY2019-10-11 JAMES KELLY2019-10-11
0022017-01-01CAROL KRUEGER2018-07-31 CAROL KRUEGER2018-07-31
0022016-01-01CAROL KRUEGER2017-07-19 CAROL KRUEGER2017-07-19
0022015-01-01CAROL KRUEGER2016-07-28 CAROL KRUEGER2016-07-28
0022014-01-01CAROL KRUEGER2015-06-22 CAROL KRUEGER2015-06-22
0022013-01-01CAROL KRUEGER2014-07-03 CAROL KRUEGER2014-07-03
0022012-01-01CAROL KRUEGER2013-07-09
0022011-01-01CAROL ANN KRUEGER2012-07-28 CAROL ANN KRUEGER2012-07-28
0022010-01-01CAROL ANN KRUEGER2011-07-27 CAROL ANN KRUEGER2011-07-27

Financial Data on TAX DEFERRED ANNUITY PLAN OF DISTRICT THREE YOUTH AND ADULTS, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF DISTRICT THREE YOUTH AND ADULTS, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-140
Total liabilities as of the end of the plan year2025-10-140
Total liabilities as of the beginning of the plan year2025-10-140
Total expenses incurred by plan in this plan year2025-10-140
Net assets as of the end of the plan year2025-10-1410258
Total assets as of the beginning of the plan year2025-10-149713
Value of plan covered by a fidelity bond2025-10-141100
Participant contributions to plan in this plan year2025-10-14250
Other expenses paid from plan in this plan year2025-10-140
Other contributions to plan in this plan year2025-10-140
Other income to plan in this plan year2025-10-14295
Plan net income in this plan year2025-10-14545
Net assets as of the end of the plan year2025-10-1410258
Net assets as of the beginning of the plan year2025-10-149713
Employer contributions to plan in this plan year2025-10-140
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-140
2024 : TAX DEFERRED ANNUITY PLAN OF DISTRICT THREE YOUTH AND ADULTS, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-080
Total liabilities as of the end of the plan year2024-10-080
Total liabilities as of the beginning of the plan year2024-10-080
Total expenses incurred by plan in this plan year2024-10-080
Net assets as of the end of the plan year2024-10-089713
Total assets as of the beginning of the plan year2024-10-089186
Value of plan covered by a fidelity bond2024-10-081000
Participant contributions to plan in this plan year2024-10-08250
Other expenses paid from plan in this plan year2024-10-080
Other contributions to plan in this plan year2024-10-080
Other income to plan in this plan year2024-10-08277
Plan net income in this plan year2024-10-08527
Net assets as of the end of the plan year2024-10-089713
Net assets as of the beginning of the plan year2024-10-089186
Employer contributions to plan in this plan year2024-10-080
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-080

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