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TAX DEFERRED ANNUITY PLAN OF NARSAD RESEARCH 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF NARSAD RESEARCH
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF NARSAD RESEARCH 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

NARSAD RESEARCH has sponsored the creation of one or more 401k plans.

Company Name:NARSAD RESEARCH
Employer identification number (EIN):311020010
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF NARSAD RESEARCH

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LOUIS INNAMORATO2024-10-16
0012022-01-01LOUIS INNAMORATO2023-10-11
0012021-01-01LOUIS INNAMORATO2022-10-21
0012020-01-01LOUIS INNAMORATO2021-10-12
0012020-01-01LOUIS INNAMORATO2021-10-12
0012018-01-01LOUIS INNAMORATO2019-07-11
0012018-01-01LOUIS INNAMORATO2019-07-11
0012017-01-01LOUIS INNAMORATO2018-06-13 LOUIS INNAMORATO2018-06-13
0012016-01-01LOUIS INNAMORATO2017-05-22 LOUIS INNAMORATO2017-05-22
0012015-01-01LOUIS INNAMORATO2016-06-20 LOUIS INNAMORATO2016-06-20
0012015-01-01LOUIS INNAMORATO2016-06-20 LOUIS INNAMORATO2016-06-20
0012014-01-01LOUIS INNAMORATO2015-06-24 LOUIS INNAMORATO2015-06-24
0012013-01-01LOUIS INNAMORATO2014-06-11 LOUIS INNAMORATO2014-06-11
0012012-01-01LOUIS INNAMORATO2013-07-09 LOUIS INNAMORATO2013-07-09
0012011-01-01LOUIS INNAMORATO2012-08-15 LOUIS INNAMORATO2012-08-15
0012010-01-01LOUIS INNAMORATO2011-07-13 LOUIS INNAMORATO2011-07-13

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF NARSAD RESEARCH

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF NARSAD RESEARCH

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF NARSAD RESEARCH 2025 401k membership
Total number of particpants at beginning of year2025-09-2212
Total number of particpants at end of year2025-09-2211
Number of Participants With Account Balances2025-09-2211
2024: TAX DEFERRED ANNUITY PLAN OF NARSAD RESEARCH 2024 401k membership
Total number of particpants at beginning of year2024-10-1612
Total number of particpants at end of year2024-10-1612
Number of Participants With Account Balances2024-10-1612

Financial Data on TAX DEFERRED ANNUITY PLAN OF NARSAD RESEARCH

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF NARSAD RESEARCH 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-220
Total liabilities as of the end of the plan year2025-09-220
Total liabilities as of the beginning of the plan year2025-09-220
Total expenses incurred by plan in this plan year2025-09-2265209
Net assets as of the end of the plan year2025-09-22870136
Total assets as of the beginning of the plan year2025-09-22740792
Value of plan covered by a fidelity bond2025-09-2225000
Participant contributions to plan in this plan year2025-09-22122475
Other expenses paid from plan in this plan year2025-09-220
Other contributions to plan in this plan year2025-09-220
Other income to plan in this plan year2025-09-2272078
Plan net income in this plan year2025-09-22129344
Net assets as of the end of the plan year2025-09-22870136
Net assets as of the beginning of the plan year2025-09-22740792
Employer contributions to plan in this plan year2025-09-220
Fees paid to broker by Benefit Provider2025-09-22197
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-22103
2024 : TAX DEFERRED ANNUITY PLAN OF NARSAD RESEARCH 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-160
Total liabilities as of the end of the plan year2024-10-160
Total liabilities as of the beginning of the plan year2024-10-160
Total expenses incurred by plan in this plan year2024-10-1672
Net assets as of the end of the plan year2024-10-16740792
Total assets as of the beginning of the plan year2024-10-16569873
Value of plan covered by a fidelity bond2024-10-1625000
Participant contributions to plan in this plan year2024-10-1699975
Other expenses paid from plan in this plan year2024-10-160
Other contributions to plan in this plan year2024-10-160
Other income to plan in this plan year2024-10-1671016
Plan net income in this plan year2024-10-16170919
Net assets as of the end of the plan year2024-10-16740792
Net assets as of the beginning of the plan year2024-10-16569873
Employer contributions to plan in this plan year2024-10-160
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1672

Potentially related plans

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