| Plan Name | TAX DEFERRED ANNUITY PLAN OF NEIGHBORHOOD ALLIANCE |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | NEIGHBORHOOD ALLIANCE |
| Employer identification number (EIN): | 340714471 |
| NAIC Classification: | 624200 |
Additional information about NEIGHBORHOOD ALLIANCE
| Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
| Incorporation Date: | 1933-11-06 |
| Company Identification Number: | 157139 |
| Legal Registered Office Address: |
457 GRISWOLD ROAD - ELYRIA United States of America (USA) 44035 |
More information about NEIGHBORHOOD ALLIANCE
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ROXANNE KRAUTH | 2024-10-14 | ||
| 001 | 2022-01-01 | ROXANNE KRAUTH | 2024-10-15 | ||
| 001 | 2021-01-01 | MARK CHARVAT | 2022-10-24 | ||
| 001 | 2020-01-01 | MARK CHARVAT | 2021-07-26 | ||
| 001 | 2019-01-01 | MARK CHARVAT | 2020-07-29 | ||
| 001 | 2018-01-01 | MARGARITA NUNEZ | 2019-04-02 | ||
| 001 | 2017-01-01 | MARGARITA NUNEZ | 2018-07-05 | MARGARITA NUNEZ | 2018-07-05 |
| 001 | 2016-01-01 | CONNIE OSBORN | 2017-07-11 | ||
| 001 | 2015-01-01 | SABERINA BURKHAMMER | 2016-08-01 | ||
| 001 | 2014-01-01 | HOLLY SPITZ | 2015-07-23 | HOLLY SPITZ | 2015-07-23 |
| 001 | 2013-01-01 | HOLLY E. SPITZ | 2014-07-30 | HOLLY E. SPITZ | 2014-07-30 |
| 001 | 2011-01-01 | HOLLY SPITZ | 2012-07-05 | ||
| 001 | 2010-01-01 | HOLLY E. SPITZ | 2011-10-05 |
| Measure | Date | Value |
|---|---|---|
| 2025 : TAX DEFERRED ANNUITY PLAN OF NEIGHBORHOOD ALLIANCE 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-10-03 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-03 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-03 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-03 | 7190 |
| Net assets as of the end of the plan year | 2025-10-03 | 133002 |
| Total assets as of the beginning of the plan year | 2025-10-03 | 75762 |
| Value of plan covered by a fidelity bond | 2025-10-03 | 25000 |
| Participant contributions to plan in this plan year | 2025-10-03 | 41501 |
| Other expenses paid from plan in this plan year | 2025-10-03 | 0 |
| Other contributions to plan in this plan year | 2025-10-03 | 3487 |
| Other income to plan in this plan year | 2025-10-03 | 11510 |
| Plan net income in this plan year | 2025-10-03 | 57240 |
| Net assets as of the end of the plan year | 2025-10-03 | 133002 |
| Net assets as of the beginning of the plan year | 2025-10-03 | 75762 |
| Employer contributions to plan in this plan year | 2025-10-03 | 7932 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-03 | 754 |
| 2024 : TAX DEFERRED ANNUITY PLAN OF NEIGHBORHOOD ALLIANCE 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-10-14 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-14 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-14 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-14 | 7190 |
| Net assets as of the end of the plan year | 2024-10-14 | 133002 |
| Total assets as of the beginning of the plan year | 2024-10-14 | 61295 |
| Value of plan covered by a fidelity bond | 2024-10-14 | 25000 |
| Participant contributions to plan in this plan year | 2024-10-14 | 52254 |
| Other contributions to plan in this plan year | 2024-10-14 | 7175 |
| Other income to plan in this plan year | 2024-10-14 | 11536 |
| Plan net income in this plan year | 2024-10-14 | 71707 |
| Net assets as of the end of the plan year | 2024-10-14 | 133002 |
| Net assets as of the beginning of the plan year | 2024-10-14 | 61295 |
| Employer contributions to plan in this plan year | 2024-10-14 | 7932 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-14 | 754 |