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TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF B.F. JONES MEMORIAL LIBRARY 401k Plan overview

Plan NameTIAA-CREF TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF B.F. JONES MEMORIAL LIBRARY
Plan identification number 195

TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF B.F. JONES MEMORIAL LIBRARY Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

B.F. JONES MEMORIAL LIBRARY has sponsored the creation of one or more 401k plans.

Company Name:B.F. JONES MEMORIAL LIBRARY
Employer identification number (EIN):251031938
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF B.F. JONES MEMORIAL LIBRARY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
1952023-01-01KRISTEN JANCI2024-05-23
1952022-01-01KRISTEN JANCI2023-06-01
1952021-01-01KRISTEN JANCI2022-06-24
1952020-01-01
1952019-01-01
1952018-01-01
1952017-01-01
1952016-01-01
1952015-01-01
1952014-01-01LINDA HELMS2015-07-28 LINDA HELMS2015-07-28
1952013-01-01LINDA HELMS2014-07-30 LINDA HELMS2014-07-30
1952012-01-01LINDA HELMS2013-07-31 LINDA HELMS2013-07-31
1952011-01-01LINDA HELMS2012-11-21
1952010-01-01LINDA HELMS2011-07-13

Financial Data on TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF B.F. JONES MEMORIAL LIBRARY

Measure Date Value
2025 : TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF B.F. JONES MEMORIAL LIBRARY 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-0925414
Net assets as of the end of the plan year2025-04-0982892
Total assets as of the beginning of the plan year2025-04-0990730
Value of plan covered by a fidelity bond2025-04-09500000
Participant contributions to plan in this plan year2025-04-094996
Other expenses paid from plan in this plan year2025-04-091423
Other income to plan in this plan year2025-04-099730
Plan net income in this plan year2025-04-09-7838
Net assets as of the end of the plan year2025-04-0982892
Net assets as of the beginning of the plan year2025-04-0990730
Employer contributions to plan in this plan year2025-04-092850
2024 : TIAA-CREF TAX DEFERRED ANNUITY PLAN FOR EMPLOYEES OF B.F. JONES MEMORIAL LIBRARY 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-236844
Net assets as of the end of the plan year2024-05-2390730
Total assets as of the beginning of the plan year2024-05-2378892
Value of plan covered by a fidelity bond2024-05-23500000
Participant contributions to plan in this plan year2024-05-234871
Other contributions to plan in this plan year2024-05-230
Other income to plan in this plan year2024-05-2311023
Plan net income in this plan year2024-05-2311838
Net assets as of the end of the plan year2024-05-2390730
Net assets as of the beginning of the plan year2024-05-2378892
Employer contributions to plan in this plan year2024-05-232788
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-231046

Potentially related plans

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