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TAX DEFERRED ANNUITY PLAN OF INDIANA COUNTY HEAD START, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF INDIANA COUNTY HEAD START, INC.
Plan identification number 004

TAX DEFERRED ANNUITY PLAN OF INDIANA COUNTY HEAD START, 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

INDIANA COUNTY HEAD START, INC. has sponsored the creation of one or more 401k plans.

Company Name:INDIANA COUNTY HEAD START, INC.
Employer identification number (EIN):251242537
NAIC Classification:624410
NAIC Description:Child Day Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF INDIANA COUNTY HEAD START, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01APRIL PEARCE2024-06-13
0042022-05-01PAMELA CAVALIER2023-07-18
0042022-01-01PAMELA CAVALIER2023-07-31
0042021-01-01PAMELA CAVALIER2022-06-16
0042020-01-01PAMELA CAVALIER2021-05-25
0042019-01-01PAMELA CAVALIER2020-06-25
0042018-01-01PAMELA CAVALIER2019-06-24
0042017-01-01PAMELA CAVALIER2018-05-16 PAMELA CAVALIER2018-05-16
0042016-01-01PAMELA CAVALIER2017-05-09 PAMELA CAVALIER2017-05-09
0042015-01-01CINDY HOPPER2016-05-05 CINDY HOPPER2016-05-05
0042014-01-01PAMELA CAVALIER2015-06-18 PAMELA CAVALIER2015-06-18
0042013-01-01PAMELA CAVALIER2014-05-13 PAMELA CAVALIER2014-05-13
0042012-01-01PAMELA CAVALIER2013-07-02 PAMELA CAVALIER2013-07-02
0042011-01-01KARL THOMAS2012-05-04 KARL THOMAS2012-05-04
0042010-01-01DORIS COCHRAN2011-07-25 DORIS COCHRAN2011-07-25

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF INDIANA COUNTY HEAD START, INC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF INDIANA COUNTY HEAD START, INC.

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF INDIANA COUNTY HEAD START, INC. 2025 401k membership
Total number of particpants at beginning of year2025-07-164
Total number of particpants at end of year2025-07-164
Number of Participants With Account Balances2025-07-162
2024: TAX DEFERRED ANNUITY PLAN OF INDIANA COUNTY HEAD START, INC. 2024 401k membership
Total number of particpants at beginning of year2024-06-135
Total number of particpants at end of year2024-06-134
Number of Participants With Account Balances2024-06-132

Financial Data on TAX DEFERRED ANNUITY PLAN OF INDIANA COUNTY HEAD START, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF INDIANA COUNTY HEAD START, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-160
Total liabilities as of the end of the plan year2025-07-160
Total liabilities as of the beginning of the plan year2025-07-160
Total expenses incurred by plan in this plan year2025-07-164952
Net assets as of the end of the plan year2025-07-16129708
Total assets as of the beginning of the plan year2025-07-16130797
Value of plan covered by a fidelity bond2025-07-16250000
Participant contributions to plan in this plan year2025-07-160
Other expenses paid from plan in this plan year2025-07-160
Other contributions to plan in this plan year2025-07-160
Other income to plan in this plan year2025-07-163863
Plan net income in this plan year2025-07-16-1089
Net assets as of the end of the plan year2025-07-16129708
Net assets as of the beginning of the plan year2025-07-16130797
Employer contributions to plan in this plan year2025-07-160
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1614
2024 : TAX DEFERRED ANNUITY PLAN OF INDIANA COUNTY HEAD START, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-130
Total liabilities as of the end of the plan year2024-06-130
Total liabilities as of the beginning of the plan year2024-06-130
Total expenses incurred by plan in this plan year2024-06-13232739
Net assets as of the end of the plan year2024-06-13130797
Total assets as of the beginning of the plan year2024-06-13353264
Value of plan covered by a fidelity bond2024-06-13250000
Participant contributions to plan in this plan year2024-06-130
Other expenses paid from plan in this plan year2024-06-130
Other contributions to plan in this plan year2024-06-130
Other income to plan in this plan year2024-06-1310272
Plan net income in this plan year2024-06-13-222467
Net assets as of the end of the plan year2024-06-13130797
Net assets as of the beginning of the plan year2024-06-13353264
Employer contributions to plan in this plan year2024-06-130
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-130

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