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THE HADLEY SCHOOL FOR THE BLIND TAX SHELTERED ANNUITY PLAN 401k Plan overview

Plan NameTHE HADLEY SCHOOL FOR THE BLIND TAX SHELTERED ANNUITY PLAN
Plan identification number 002

THE HADLEY SCHOOL FOR THE BLIND TAX SHELTERED ANNUITY PLAN 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 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

THE HADLEY SCHOOL FOR THE BLIND has sponsored the creation of one or more 401k plans.

Company Name:THE HADLEY SCHOOL FOR THE BLIND
Employer identification number (EIN):362183809
NAIC Classification:611000

Additional information about THE HADLEY SCHOOL FOR THE BLIND

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2009-10-01
Company Identification Number: 0801175264
Legal Registered Office Address: 11530 CLIPPER CIR

FRISCO
United States of America (USA)
75036

More information about THE HADLEY SCHOOL FOR THE BLIND

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HADLEY SCHOOL FOR THE BLIND TAX SHELTERED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01LORI PARRETT2024-05-13 LORI PARRETT2024-05-13
0022022-01-01MARY NELSON2023-07-13 MARY NELSON2023-07-13
0022021-01-01MARY NELSON2023-07-20 MARY NELSON2023-07-20
0022020-01-01MARY NELSON2021-06-28 MARY NELSON2021-06-28
0022019-01-01MARY NELSON2020-10-12 MARY NELSON2020-10-12
0022018-01-01JACQUELINE SABIAN2019-07-11 JACQUELINE SABIAN2019-07-11
0022017-01-01JACQUELINE SABIAN2018-08-31
0022016-01-01MARY NELSON2017-10-10
0022015-01-01MARY NELSON2016-06-27
0022014-01-01MARY NELSON2015-07-28
0022013-01-01MARY NELSON2015-05-28
0022012-01-01MARY NIEUWSMA2013-10-11
0022011-01-01GERALD DECICCO2012-06-12
0022010-01-01BLAINE MASON2011-05-25

Financial Data on THE HADLEY SCHOOL FOR THE BLIND TAX SHELTERED ANNUITY PLAN

Measure Date Value
2025 : THE HADLEY SCHOOL FOR THE BLIND TAX SHELTERED ANNUITY PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-130
Total liabilities as of the end of the plan year2025-05-130
Total liabilities as of the beginning of the plan year2025-05-130
Total expenses incurred by plan in this plan year2025-05-131116945
Net assets as of the end of the plan year2025-05-137496829
Total assets as of the beginning of the plan year2025-05-137054230
Value of plan covered by a fidelity bond2025-05-13500000
Participant contributions to plan in this plan year2025-05-13490785
Value of participant loans at end of plan year2025-05-131462
Other expenses paid from plan in this plan year2025-05-130
Other contributions to plan in this plan year2025-05-138353
Other income to plan in this plan year2025-05-13945867
Plan net income in this plan year2025-05-13442599
Net assets as of the end of the plan year2025-05-137496829
Net assets as of the beginning of the plan year2025-05-137054230
Employer contributions to plan in this plan year2025-05-13114539
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-1319629
2024 : THE HADLEY SCHOOL FOR THE BLIND TAX SHELTERED ANNUITY PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-130
Total liabilities as of the end of the plan year2024-05-130
Total liabilities as of the beginning of the plan year2024-05-130
Total expenses incurred by plan in this plan year2024-05-13412999
Net assets as of the end of the plan year2024-05-137054230
Total assets as of the beginning of the plan year2024-05-135985231
Value of plan covered by a fidelity bond2024-05-13500000
Participant contributions to plan in this plan year2024-05-13458988
Value of participant loans at end of plan year2024-05-135731
Other expenses paid from plan in this plan year2024-05-130
Other contributions to plan in this plan year2024-05-1325898
Other income to plan in this plan year2024-05-13889581
Plan net income in this plan year2024-05-131068999
Net assets as of the end of the plan year2024-05-137054230
Net assets as of the beginning of the plan year2024-05-135985231
Value of contributions failed to transmitted timely2024-05-131750
Employer contributions to plan in this plan year2024-05-13107531
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-1316868
2023 : THE HADLEY SCHOOL FOR THE BLIND TAX SHELTERED ANNUITY PLAN 2023 401k financial data
Total transfers to/from plan in this plan year2023-07-200
Total liabilities as of the end of the plan year2023-07-200
Total liabilities as of the beginning of the plan year2023-07-200
Total expenses incurred by plan in this plan year2023-07-202197972
Net assets as of the end of the plan year2023-07-207432358
Total assets as of the beginning of the plan year2023-07-207821085
Value of plan covered by a fidelity bond2023-07-20500000
Participant contributions to plan in this plan year2023-07-20523968
Value of participant loans at end of plan year2023-07-2042593
Other expenses paid from plan in this plan year2023-07-200
Other contributions to plan in this plan year2023-07-2051315
Other income to plan in this plan year2023-07-201012826
Plan net income in this plan year2023-07-20-388727
Net assets as of the end of the plan year2023-07-207432358
Net assets as of the beginning of the plan year2023-07-207821085
Value of contributions failed to transmitted timely2023-07-201750
Employer contributions to plan in this plan year2023-07-20221136
Expensese paid to adminstrative service provicers from plan in this plan year2023-07-2020768

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