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GREAT LAKES THEATER FESTIVAL TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameGREAT LAKES THEATER FESTIVAL TAX DEFERRED ANNUITY PLAN
Plan identification number 002

GREAT LAKES THEATER FESTIVAL TAX DEFERRED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

GREAT LAKES THEATER FESTIVAL has sponsored the creation of one or more 401k plans.

Company Name:GREAT LAKES THEATER FESTIVAL
Employer identification number (EIN):340901212
NAIC Classification:711100
NAIC Description: Performing Arts Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREAT LAKES THEATER FESTIVAL TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-07-01ROBERT L. TAYLOR2024-10-21 ROBERT L. TAYLOR2024-10-21
0022022-07-01ROBERT L. TAYLOR2023-12-13 ROBERT L. TAYLOR2023-12-13
0022021-07-01ROBERT L. TAYLOR2022-12-22 ROBERT L. TAYLOR2022-12-22
0022020-07-01ROBERT L. TAYLOR2022-02-10 ROBERT L. TAYLOR2022-02-10
0022019-07-01ROBERT L. TAYLOR2021-02-23 ROBERT L. TAYLOR2021-02-23
0022018-07-01ROBERT L. TAYLOR2019-11-19 ROBERT L. TAYLOR2019-11-19
0022017-07-01ROBERT L. TAYLOR2019-01-31 ROBERT L. TAYLOR2019-01-31
0022016-07-01ROBERT L. TAYLOR2017-11-21 ROBERT L. TAYLOR2017-11-21

Financial Data on GREAT LAKES THEATER FESTIVAL TAX DEFERRED ANNUITY PLAN

Measure Date Value
2024 : GREAT LAKES THEATER FESTIVAL TAX DEFERRED ANNUITY PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-213456
Net assets as of the end of the plan year2024-10-211094002
Total assets as of the beginning of the plan year2024-10-21903472
Participant contributions to plan in this plan year2024-10-2139351
Other expenses paid from plan in this plan year2024-10-21970
Other contributions to plan in this plan year2024-10-2119234
Other income to plan in this plan year2024-10-21118988
Plan net income in this plan year2024-10-21190530
Net assets as of the end of the plan year2024-10-211094002
Net assets as of the beginning of the plan year2024-10-21903472
Employer contributions to plan in this plan year2024-10-2116413

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