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TAX DEFERRED ANNUITY PLAN OF ALTERNATIVES INCORPORATED OF MADISON COUNTY 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF ALTERNATIVES INCORPORATED OF MADISON COUNTY
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF ALTERNATIVES INCORPORATED OF MADISON COUNTY 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 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

ALTERNATIVES INCORPORATED OF MADISO N COUNTY has sponsored the creation of one or more 401k plans.

Company Name:ALTERNATIVES INCORPORATED OF MADISO N COUNTY
Employer identification number (EIN):310986769
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF ALTERNATIVES INCORPORATED OF MADISON COUNTY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01MELISSA STANTON2024-07-24
0022022-01-01MELISSA STANTON2023-07-18
0022021-01-01MELISSA STANTON2022-07-26
0022020-01-01MELISSA STANTON2021-06-24
0022018-01-01MELISSA STANTON2019-07-18
0022016-01-01JOHNA Y. LEE2017-04-19 JOHNA Y. LEE2017-04-19
0022015-01-01JOHNA Y. LEE2016-05-23 JOHNA Y. LEE2016-05-23
0022014-01-01JOHNA Y. LEE2015-05-12 JOHNA Y. LEE2015-05-12
0022013-01-01JOHNA LEE2014-05-07 JOHNA LEE2014-05-07
0022012-01-01JOHNA Y. LEE2013-07-17 JOHNA Y. LEE2013-07-17
0022011-01-01JOHNA LEE2012-05-16
0022010-01-01JOHNA Y. LEE2011-06-01 JOHNA Y. LEE2011-06-01
0022009-01-01JOHNA LEE

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF ALTERNATIVES INCORPORATED OF MADISON COUNTY

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF ALTERNATIVES INCORPORATED OF MADISON COUNTY

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF ALTERNATIVES INCORPORATED OF MADISON COUNTY 2025 401k membership
Total number of particpants at beginning of year2025-07-1022
Total number of particpants at end of year2025-07-1023
Number of Participants With Account Balances2025-07-1022
2024: TAX DEFERRED ANNUITY PLAN OF ALTERNATIVES INCORPORATED OF MADISON COUNTY 2024 401k membership
Total number of particpants at beginning of year2024-07-2437
Total number of particpants at end of year2024-07-2422
Number of Participants With Account Balances2024-07-2422
2009: TAX DEFERRED ANNUITY PLAN OF ALTERNATIVES INCORPORATED OF MADISON COUNTY 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-0110
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0110
Number of participants with account balances2009-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on TAX DEFERRED ANNUITY PLAN OF ALTERNATIVES INCORPORATED OF MADISON COUNTY

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF ALTERNATIVES INCORPORATED OF MADISON COUNTY 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-100
Total liabilities as of the end of the plan year2025-07-100
Total liabilities as of the beginning of the plan year2025-07-100
Total expenses incurred by plan in this plan year2025-07-1040827
Net assets as of the end of the plan year2025-07-10718814
Total assets as of the beginning of the plan year2025-07-10635933
Value of plan covered by a fidelity bond2025-07-10250000
Participant contributions to plan in this plan year2025-07-1021054
Other expenses paid from plan in this plan year2025-07-100
Other contributions to plan in this plan year2025-07-100
Other income to plan in this plan year2025-07-1075684
Plan net income in this plan year2025-07-1082881
Net assets as of the end of the plan year2025-07-10718814
Net assets as of the beginning of the plan year2025-07-10635933
Employer contributions to plan in this plan year2025-07-1026970
Fees paid to broker by Benefit Provider2025-07-1020
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-10103
2024 : TAX DEFERRED ANNUITY PLAN OF ALTERNATIVES INCORPORATED OF MADISON COUNTY 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-240
Total liabilities as of the end of the plan year2024-07-240
Total liabilities as of the beginning of the plan year2024-07-240
Total expenses incurred by plan in this plan year2024-07-2435163
Net assets as of the end of the plan year2024-07-24635933
Total assets as of the beginning of the plan year2024-07-24553396
Value of plan covered by a fidelity bond2024-07-24250000
Participant contributions to plan in this plan year2024-07-2411353
Value of participant loans at end of plan year2024-07-24999
Other expenses paid from plan in this plan year2024-07-240
Other contributions to plan in this plan year2024-07-240
Other income to plan in this plan year2024-07-2487738
Plan net income in this plan year2024-07-2482537
Net assets as of the end of the plan year2024-07-24635933
Net assets as of the beginning of the plan year2024-07-24553396
Employer contributions to plan in this plan year2024-07-2418609
Fees paid to broker by Benefit Provider2024-07-2436
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2410
2009 : TAX DEFERRED ANNUITY PLAN OF ALTERNATIVES INCORPORATED OF MADISON COUNTY 2009 401k financial data
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2009-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for TAX DEFERRED ANNUITY PLAN OF ALTERNATIVES INCORPORATED OF MADISON COUNTY

2009: TAX DEFERRED ANNUITY PLAN OF ALTERNATIVES INCORPORATED OF MADISON COUNTY 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Potentially related plans

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