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TAX DEFERRED ANNUITY PLAN OF COUNCIL OF INTERNATIONAL PROGRAMS USA 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF COUNCIL OF INTERNATIONAL PROGRAMS USA
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF COUNCIL OF INTERNATIONAL PROGRAMS USA Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

COUNCIL OF INTERNATIONAL PROGRAMS U SA has sponsored the creation of one or more 401k plans.

Company Name:COUNCIL OF INTERNATIONAL PROGRAMS U SA
Employer identification number (EIN):340929221
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF COUNCIL OF INTERNATIONAL PROGRAMS USA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01LISA PURDY2024-07-30
0022022-01-01LISA PURDY2023-07-10
0022021-01-01LISA PURDY2022-07-21
0022020-01-01LISA PURDY2021-04-20
0022019-01-01LISA PURDY2020-06-20
0022018-01-01LISA PURDY2019-04-15
0022017-01-01LISA PURDY2018-04-18 LISA PURDY2018-04-18
0022016-01-01LISA PURDY2017-05-25 LISA PURDY2017-05-25
0022015-01-01LISA PURDY2016-04-15
0022014-01-01LISA PURDY2015-07-13
0022013-01-01LISA PURDY2014-07-30

Financial Data on TAX DEFERRED ANNUITY PLAN OF COUNCIL OF INTERNATIONAL PROGRAMS USA

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF COUNCIL OF INTERNATIONAL PROGRAMS USA 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-230
Total liabilities as of the end of the plan year2025-06-230
Total liabilities as of the beginning of the plan year2025-06-230
Total expenses incurred by plan in this plan year2025-06-2338
Net assets as of the end of the plan year2025-06-23657487
Total assets as of the beginning of the plan year2025-06-23528810
Value of plan covered by a fidelity bond2025-06-2350000
Participant contributions to plan in this plan year2025-06-2314400
Other expenses paid from plan in this plan year2025-06-230
Other contributions to plan in this plan year2025-06-230
Other income to plan in this plan year2025-06-2386730
Plan net income in this plan year2025-06-23128677
Net assets as of the end of the plan year2025-06-23657487
Net assets as of the beginning of the plan year2025-06-23528810
Employer contributions to plan in this plan year2025-06-2327585
Fees paid to broker by Benefit Provider2025-06-2338
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-2338
2024 : TAX DEFERRED ANNUITY PLAN OF COUNCIL OF INTERNATIONAL PROGRAMS USA 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-300
Total liabilities as of the end of the plan year2024-07-300
Total liabilities as of the beginning of the plan year2024-07-300
Total expenses incurred by plan in this plan year2024-07-3024
Net assets as of the end of the plan year2024-07-30528810
Total assets as of the beginning of the plan year2024-07-30413577
Value of plan covered by a fidelity bond2024-07-3050000
Participant contributions to plan in this plan year2024-07-3018650
Other expenses paid from plan in this plan year2024-07-300
Other contributions to plan in this plan year2024-07-300
Other income to plan in this plan year2024-07-3078947
Plan net income in this plan year2024-07-30115233
Net assets as of the end of the plan year2024-07-30528810
Net assets as of the beginning of the plan year2024-07-30413577
Employer contributions to plan in this plan year2024-07-3017660
Fees paid to broker by Benefit Provider2024-07-3035
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-3024

Potentially related plans

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