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TAX DEFERRED ANNUITY PLAN OF NEIGHBORHOOD ALLIANCE 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF NEIGHBORHOOD ALLIANCE
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF NEIGHBORHOOD ALLIANCE 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.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock 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

NEIGHBORHOOD ALLIANCE has sponsored the creation of one or more 401k plans.

Company Name:NEIGHBORHOOD ALLIANCE
Employer identification number (EIN):340714471
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF NEIGHBORHOOD ALLIANCE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ROXANNE KRAUTH2024-10-14
0012022-01-01ROXANNE KRAUTH2024-10-15
0012021-01-01MARK CHARVAT2022-10-24
0012021-01-01MARK CHARVAT2022-10-24
0012020-01-01MARK CHARVAT2021-07-26
0012019-01-01MARK CHARVAT2020-07-29
0012018-01-01MARGARITA NUNEZ2019-04-02
0012017-01-01MARGARITA NUNEZ2018-07-05 MARGARITA NUNEZ2018-07-05
0012016-01-01CONNIE OSBORN2017-07-11
0012015-01-01SABERINA BURKHAMMER2016-08-01
0012013-01-01HOLLY E. SPITZ2014-07-30 HOLLY E. SPITZ2014-07-30
0012011-01-01HOLLY SPITZ2012-07-05
0012010-01-01HOLLY E. SPITZ2011-10-05

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF NEIGHBORHOOD ALLIANCE

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF NEIGHBORHOOD ALLIANCE

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF NEIGHBORHOOD ALLIANCE 2025 401k membership
Total number of particpants at beginning of year2025-10-0380
Total number of particpants at end of year2025-10-0385
Number of Participants With Account Balances2025-10-0321
2024: TAX DEFERRED ANNUITY PLAN OF NEIGHBORHOOD ALLIANCE 2024 401k membership
Total number of particpants at beginning of year2024-10-1487
Total number of particpants at end of year2024-10-1485
Number of Participants With Account Balances2024-10-1412

Financial Data on TAX DEFERRED ANNUITY PLAN OF NEIGHBORHOOD ALLIANCE

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF NEIGHBORHOOD ALLIANCE 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-030
Total liabilities as of the end of the plan year2025-10-030
Total liabilities as of the beginning of the plan year2025-10-030
Total expenses incurred by plan in this plan year2025-10-037190
Net assets as of the end of the plan year2025-10-03133002
Total assets as of the beginning of the plan year2025-10-0375762
Value of plan covered by a fidelity bond2025-10-0325000
Participant contributions to plan in this plan year2025-10-0341501
Other expenses paid from plan in this plan year2025-10-030
Other contributions to plan in this plan year2025-10-033487
Other income to plan in this plan year2025-10-0311510
Plan net income in this plan year2025-10-0357240
Net assets as of the end of the plan year2025-10-03133002
Net assets as of the beginning of the plan year2025-10-0375762
Employer contributions to plan in this plan year2025-10-037932
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-03754
2024 : TAX DEFERRED ANNUITY PLAN OF NEIGHBORHOOD ALLIANCE 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-140
Total liabilities as of the end of the plan year2024-10-140
Total liabilities as of the beginning of the plan year2024-10-140
Total expenses incurred by plan in this plan year2024-10-147190
Net assets as of the end of the plan year2024-10-14133002
Total assets as of the beginning of the plan year2024-10-1461295
Value of plan covered by a fidelity bond2024-10-1425000
Participant contributions to plan in this plan year2024-10-1452254
Other contributions to plan in this plan year2024-10-147175
Other income to plan in this plan year2024-10-1411536
Plan net income in this plan year2024-10-1471707
Net assets as of the end of the plan year2024-10-14133002
Net assets as of the beginning of the plan year2024-10-1461295
Employer contributions to plan in this plan year2024-10-147932
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-14754

Potentially related plans

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