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TAX DEFERRED ANNUITY PLAN OF COMMUNITY RESIDENTIAL SERVICES 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF COMMUNITY RESIDENTIAL SERVICES
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF COMMUNITY RESIDENTIAL SERVICES 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

COMMUNITY RESIDENTIAL SERVICES has sponsored the creation of one or more 401k plans.

Company Name:COMMUNITY RESIDENTIAL SERVICES
Employer identification number (EIN):341222700
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF COMMUNITY RESIDENTIAL SERVICES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01STACI CLARK2024-07-24
0022022-01-01STACI CLARK2023-09-26
0022021-01-01STACI NELSON2022-10-08
0022021-01-01STACI NELSON2022-10-08
0022020-01-01STACI NELSON2021-06-18
0022019-01-01STACI NELSON2020-07-01
0022018-01-01CAROLE HUFFMAN2019-06-25
0022017-01-01CAROLE HUFFMAN2018-07-12
0022016-01-01CAROLE HUFFMAN2017-07-07
0022013-01-01CAROLE HUFFMAN2014-06-03
0022012-01-01THOMAS MUSTO2013-07-16
0022011-01-01THOMAS MUSTO2012-07-16
0022010-01-01THOMAS MUSTO2011-06-28

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF COMMUNITY RESIDENTIAL SERVICES

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF COMMUNITY RESIDENTIAL SERVICES

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF COMMUNITY RESIDENTIAL SERVICES 2025 401k membership
Total number of particpants at beginning of year2025-07-3017
Total number of particpants at end of year2025-07-3016
Number of Participants With Account Balances2025-07-3016
2024: TAX DEFERRED ANNUITY PLAN OF COMMUNITY RESIDENTIAL SERVICES 2024 401k membership
Total number of particpants at beginning of year2024-07-2416
Total number of particpants at end of year2024-07-2417
Number of Participants With Account Balances2024-07-2416
2022: TAX DEFERRED ANNUITY PLAN OF COMMUNITY RESIDENTIAL SERVICES 2022 401k membership
Total number of particpants at beginning of year2022-10-0816
Total number of particpants at end of year2022-10-0817
Number of Participants With Account Balances2022-10-0816

Financial Data on TAX DEFERRED ANNUITY PLAN OF COMMUNITY RESIDENTIAL SERVICES

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF COMMUNITY RESIDENTIAL SERVICES 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-300
Total liabilities as of the end of the plan year2025-07-300
Total liabilities as of the beginning of the plan year2025-07-300
Total expenses incurred by plan in this plan year2025-07-30106
Net assets as of the end of the plan year2025-07-3065395
Total assets as of the beginning of the plan year2025-07-3057420
Value of plan covered by a fidelity bond2025-07-3014100
Participant contributions to plan in this plan year2025-07-305150
Other expenses paid from plan in this plan year2025-07-300
Other contributions to plan in this plan year2025-07-300
Other income to plan in this plan year2025-07-302931
Plan net income in this plan year2025-07-307975
Net assets as of the end of the plan year2025-07-3065395
Net assets as of the beginning of the plan year2025-07-3057420
Employer contributions to plan in this plan year2025-07-300
Fees paid to broker by Benefit Provider2025-07-304
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-30106
2024 : TAX DEFERRED ANNUITY PLAN OF COMMUNITY RESIDENTIAL SERVICES 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-240
Total liabilities as of the end of the plan year2024-07-240
Total liabilities as of the beginning of the plan year2024-07-240
Total expenses incurred by plan in this plan year2024-07-2460
Net assets as of the end of the plan year2024-07-2457420
Total assets as of the beginning of the plan year2024-07-2447063
Value of plan covered by a fidelity bond2024-07-2414100
Participant contributions to plan in this plan year2024-07-247740
Other expenses paid from plan in this plan year2024-07-240
Other contributions to plan in this plan year2024-07-240
Other income to plan in this plan year2024-07-242677
Plan net income in this plan year2024-07-2410357
Net assets as of the end of the plan year2024-07-2457420
Net assets as of the beginning of the plan year2024-07-2447063
Employer contributions to plan in this plan year2024-07-240
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2460
2022 : TAX DEFERRED ANNUITY PLAN OF COMMUNITY RESIDENTIAL SERVICES 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-080
Total liabilities as of the end of the plan year2022-10-080
Total liabilities as of the beginning of the plan year2022-10-080
Total expenses incurred by plan in this plan year2022-10-082640
Net assets as of the end of the plan year2022-10-0847883
Total assets as of the beginning of the plan year2022-10-0842822
Value of plan covered by a fidelity bond2022-10-0814100
Participant contributions to plan in this plan year2022-10-085520
Other expenses paid from plan in this plan year2022-10-08111
Other contributions to plan in this plan year2022-10-080
Other income to plan in this plan year2022-10-082181
Plan net income in this plan year2022-10-085061
Net assets as of the end of the plan year2022-10-0847883
Net assets as of the beginning of the plan year2022-10-0842822
Employer contributions to plan in this plan year2022-10-080
Fees paid to broker by Benefit Provider2022-10-0813

Potentially related plans

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