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TAX DEFERRED ANNUITY PLAN OF NATIONAL LEGAL AID DEFENDER ASSOC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF NATIONAL LEGAL AID DEFENDER ASSOC.
Plan identification number 003

TAX DEFERRED ANNUITY PLAN OF NATIONAL LEGAL AID DEFENDER ASSOC. 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.
  • 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

NATIONAL LEGAL AID DEFENDER ASSOC. has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL LEGAL AID DEFENDER ASSOC.
Employer identification number (EIN):362337880
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF NATIONAL LEGAL AID DEFENDER ASSOC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01YVETTE HATCHER2024-10-10
0032022-01-01CHERISE BURDEEN2023-10-06
0032021-01-01CHERISE BURDEEN2022-07-06
0032020-01-01WALT SISSON2021-06-17
0032019-01-01WALT SISSON2020-07-28
0032018-01-01WALT SISSON2019-07-25
0032017-01-01ROBIN WALSH2018-05-01 ROBIN WALSH2018-05-01
0032016-01-01ROBIN WALSH2017-07-20 ROBIN WALSH2017-07-20
0032015-01-01ROBIN WALSH2016-07-27 ROBIN WALSH2016-07-27
0032014-01-01ROBIN WALSH2015-07-23 ROBIN WALSH2015-07-23
0032013-01-01CAROLINE GARRETT2014-10-01 CAROLINE GARRETT2014-10-01
0032012-01-01CAROLINE GARRETT2013-10-09 CAROLINE GARRETT2013-10-09
0032011-01-01ELIZABETH BIEHN2012-06-26
0032010-01-01YVETTE HATCHER2013-07-19 YVETTE HATCHER2013-07-19

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF NATIONAL LEGAL AID DEFENDER ASSOC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF NATIONAL LEGAL AID DEFENDER ASSOC.

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF NATIONAL LEGAL AID DEFENDER ASSOC. 2025 401k membership
Total number of particpants at beginning of year2025-07-3052
Total number of particpants at end of year2025-07-3053
Number of Participants With Account Balances2025-07-3044
2024: TAX DEFERRED ANNUITY PLAN OF NATIONAL LEGAL AID DEFENDER ASSOC. 2024 401k membership
Total number of particpants at beginning of year2024-10-1043
Total number of particpants at end of year2024-10-1052
Number of Participants With Account Balances2024-10-1044
2022: TAX DEFERRED ANNUITY PLAN OF NATIONAL LEGAL AID DEFENDER ASSOC. 2022 401k membership
Total number of particpants at beginning of year2022-07-0646
Total number of particpants at end of year2022-07-0641
Number of Participants With Account Balances2022-07-0635

Financial Data on TAX DEFERRED ANNUITY PLAN OF NATIONAL LEGAL AID DEFENDER ASSOC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF NATIONAL LEGAL AID DEFENDER ASSOC. 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 year2025-07-3058772
Net assets as of the end of the plan year2025-07-302808885
Total assets as of the beginning of the plan year2025-07-302008973
Value of plan covered by a fidelity bond2025-07-30500000
Participant contributions to plan in this plan year2025-07-30154303
Value of participant loans at end of plan year2025-07-3028584
Other expenses paid from plan in this plan year2025-07-300
Other contributions to plan in this plan year2025-07-30423070
Other income to plan in this plan year2025-07-30190976
Plan net income in this plan year2025-07-30799912
Net assets as of the end of the plan year2025-07-302808885
Net assets as of the beginning of the plan year2025-07-302008973
Employer contributions to plan in this plan year2025-07-3090335
Fees paid to broker by Benefit Provider2025-07-30734
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-30394
2024 : TAX DEFERRED ANNUITY PLAN OF NATIONAL LEGAL AID DEFENDER ASSOC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-100
Total liabilities as of the end of the plan year2024-10-100
Total liabilities as of the beginning of the plan year2024-10-100
Total expenses incurred by plan in this plan year2024-10-10231808
Net assets as of the end of the plan year2024-10-102008973
Total assets as of the beginning of the plan year2024-10-101774493
Value of plan covered by a fidelity bond2024-10-10500000
Participant contributions to plan in this plan year2024-10-10180412
Value of participant loans at end of plan year2024-10-1025892
Other expenses paid from plan in this plan year2024-10-100
Other contributions to plan in this plan year2024-10-100
Other income to plan in this plan year2024-10-10204051
Plan net income in this plan year2024-10-10234480
Net assets as of the end of the plan year2024-10-102008973
Net assets as of the beginning of the plan year2024-10-101774493
Employer contributions to plan in this plan year2024-10-1081825
Fees paid to broker by Benefit Provider2024-10-10364
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-10177
2022 : TAX DEFERRED ANNUITY PLAN OF NATIONAL LEGAL AID DEFENDER ASSOC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-060
Total liabilities as of the end of the plan year2022-07-060
Total liabilities as of the beginning of the plan year2022-07-060
Total expenses incurred by plan in this plan year2022-07-06144731
Net assets as of the end of the plan year2022-07-062752022
Total assets as of the beginning of the plan year2022-07-062327494
Value of plan covered by a fidelity bond2022-07-06500000
Participant contributions to plan in this plan year2022-07-06117279
Value of participant loans at end of plan year2022-07-0622773
Other expenses paid from plan in this plan year2022-07-06278
Other contributions to plan in this plan year2022-07-06152398
Other income to plan in this plan year2022-07-06299774
Plan net income in this plan year2022-07-06424528
Net assets as of the end of the plan year2022-07-062752022
Net assets as of the beginning of the plan year2022-07-062327494
Employer contributions to plan in this plan year2022-07-06-192
Fees paid to broker by Benefit Provider2022-07-06294

Potentially related plans

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