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TAX DEFERRED ANNUITY PLAN OF CENTER FOR ACCESSIBLE LIVING 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF CENTER FOR ACCESSIBLE LIVING
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF CENTER FOR ACCESSIBLE LIVING 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

CENTER FOR ACCESSIBLE LIVING has sponsored the creation of one or more 401k plans.

Company Name:CENTER FOR ACCESSIBLE LIVING
Employer identification number (EIN):311012847
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 CENTER FOR ACCESSIBLE LIVING

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHAEL MARKIEWICZ2024-10-03
0012022-01-01MICHAEL MARKIEWICZ2023-09-21
0012021-01-01MICHAEL MARKIEWICZ2022-07-27
0012020-01-01MICHAEL MARKIEWICZ2021-06-24
0012019-01-01MICHAEL MARKIEWICZ2020-10-12
0012018-01-01MICHAEL MARKIEWICZ2019-07-31
0012017-01-01MICHAEL MARKIEWICZ2018-06-21 MICHAEL MARKIEWICZ2018-06-21
0012016-01-01MICHAEL MARKIEWICZ2017-07-27 MICHAEL MARKIEWICZ2017-07-27
0012015-01-01MICHAEL MARKIEWICZ2016-05-19 MICHAEL MARKIEWICZ2016-05-19
0012014-01-01MICHAEL MARKIEWICZ2015-07-15 MICHAEL MARKIEWICZ2015-07-15
0012013-01-01MICHAEL MARKIEWICZ2014-07-14 MICHAEL MARKIEWICZ2014-07-14
0012012-01-01MICHAEL MARKIEWICZ2013-07-24 MICHAEL MARKIEWICZ2013-07-24
0012011-01-01MICHAEL MARKIEWICZ2012-07-26 MICHAEL MARKIEWICZ2012-07-26
0012010-01-01MICHAEL MARKIEWICZ2011-10-12 MICHAEL MARKIEWICZ2011-10-12

Financial Data on TAX DEFERRED ANNUITY PLAN OF CENTER FOR ACCESSIBLE LIVING

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF CENTER FOR ACCESSIBLE LIVING 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-310
Total liabilities as of the end of the plan year2025-07-310
Total liabilities as of the beginning of the plan year2025-07-310
Total expenses incurred by plan in this plan year2025-07-3132068
Net assets as of the end of the plan year2025-07-31218624
Total assets as of the beginning of the plan year2025-07-31221780
Value of plan covered by a fidelity bond2025-07-31100000
Participant contributions to plan in this plan year2025-07-319750
Other expenses paid from plan in this plan year2025-07-310
Other contributions to plan in this plan year2025-07-310
Other income to plan in this plan year2025-07-3119162
Plan net income in this plan year2025-07-31-3156
Net assets as of the end of the plan year2025-07-31218624
Net assets as of the beginning of the plan year2025-07-31221780
Employer contributions to plan in this plan year2025-07-310
Fees paid to broker by Benefit Provider2025-07-315
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-3171
2024 : TAX DEFERRED ANNUITY PLAN OF CENTER FOR ACCESSIBLE LIVING 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-030
Total liabilities as of the end of the plan year2024-10-030
Total liabilities as of the beginning of the plan year2024-10-030
Total expenses incurred by plan in this plan year2024-10-0314201
Net assets as of the end of the plan year2024-10-03221780
Total assets as of the beginning of the plan year2024-10-03204073
Value of plan covered by a fidelity bond2024-10-03100000
Participant contributions to plan in this plan year2024-10-0311570
Other expenses paid from plan in this plan year2024-10-030
Other contributions to plan in this plan year2024-10-030
Other income to plan in this plan year2024-10-0320338
Plan net income in this plan year2024-10-0317707
Net assets as of the end of the plan year2024-10-03221780
Net assets as of the beginning of the plan year2024-10-03204073
Employer contributions to plan in this plan year2024-10-030
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-030

Potentially related plans

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