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TAX DEFERRED ANNUITY PLAN OF ODYSSEY THEATRE FOUNDATION 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF ODYSSEY THEATRE FOUNDATION
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF ODYSSEY THEATRE 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

ODYSSEY THEATRE FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:ODYSSEY THEATRE FOUNDATION
Employer identification number (EIN):237374151
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 ODYSSEY THEATRE FOUNDATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01RON SOSSI2024-10-04
0012022-01-01RON SOSSI2023-10-13
0012021-01-01RON SOSSI2023-04-06
0012020-01-01RON SOSSI2021-07-29
0012019-01-01RON SOSSI2020-07-28
0012018-01-01RON SOSSI2019-07-29
0012017-01-01RON SOSSI2018-08-10 RON SOSSI2018-08-10
0012016-01-01RON SOSSI2017-07-27
0012015-01-01RON SOSSI2016-07-20
0012014-01-01RON SOSSI2015-06-30
0012013-01-01RON SOSSI2014-09-22 RON SOSSI2014-09-22
0012012-01-01RON SOSSI2013-08-21 RON SOSSI2013-08-21
0012011-01-01RON SOSSI2013-08-21 RON SOSSI2013-08-21
0012010-01-01RON SOSSI2013-08-21 RON SOSSI2013-08-21

Financial Data on TAX DEFERRED ANNUITY PLAN OF ODYSSEY THEATRE FOUNDATION

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF ODYSSEY THEATRE FOUNDATION 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 year2025-10-0346
Net assets as of the end of the plan year2025-10-03789287
Total assets as of the beginning of the plan year2025-10-03707609
Participant contributions to plan in this plan year2025-10-0358584
Value of participant loans at end of plan year2025-10-0321091
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 year2025-10-0323140
Plan net income in this plan year2025-10-0381678
Net assets as of the end of the plan year2025-10-03789287
Net assets as of the beginning of the plan year2025-10-03707609
Employer contributions to plan in this plan year2025-10-030
Fees paid to broker by Benefit Provider2025-10-0331
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0346
2024 : TAX DEFERRED ANNUITY PLAN OF ODYSSEY THEATRE FOUNDATION 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-040
Total liabilities as of the end of the plan year2024-10-040
Total liabilities as of the beginning of the plan year2024-10-040
Total expenses incurred by plan in this plan year2024-10-0424
Net assets as of the end of the plan year2024-10-04707609
Total assets as of the beginning of the plan year2024-10-04621086
Participant contributions to plan in this plan year2024-10-0465985
Other expenses paid from plan in this plan year2024-10-040
Other contributions to plan in this plan year2024-10-040
Other income to plan in this plan year2024-10-0420562
Plan net income in this plan year2024-10-0486523
Net assets as of the end of the plan year2024-10-04707609
Net assets as of the beginning of the plan year2024-10-04621086
Employer contributions to plan in this plan year2024-10-040
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0424

Potentially related plans

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