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TAX DEFERRED ANNUITY PLAN OF ANN ARBOR CENTER FOR INDEPENDENT LIVING, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF ANN ARBOR CENTER FOR INDEPENDENT LIVING, INC.
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF ANN ARBOR CENTER FOR INDEPENDENT LIVING, INC. 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.
  • 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

ANN ARBOR CENTER FOR INDEPENDENT LI VING, INC. has sponsored the creation of one or more 401k plans.

Company Name:ANN ARBOR CENTER FOR INDEPENDENT LI VING, INC.
Employer identification number (EIN):382133063
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF ANN ARBOR CENTER FOR INDEPENDENT LIVING, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-10-01BEVERLY MATTINSON2025-01-22
0012022-10-01BEVERLY MATTINSON2024-03-15
0012021-10-01BEVERLY MATTINSON2023-08-29
0012020-10-01BEVERLY MATTINSON2022-02-15
0012019-10-01BEVERLY MATTINSON2021-02-03
0012019-01-01BEVERLY MATTINSON2020-07-10
0012018-01-01BEVERLY MATTINSON2019-04-01
0012017-01-01BEVERLY MATTINSON2018-04-27
0012016-01-01BEVERLY MATTINSON2017-03-29
0012015-01-01BEVERLY MATTINSON2016-08-18
0012013-01-01JEFFERY WELCOME2014-08-15
0012012-01-01JAMES K. MAGYAR2013-06-21
0012011-01-01JAMES K MAGYAR2012-06-25 JAMES K MAGYAR2012-06-25
0012010-01-01JAMES K MAGYAR2011-06-20 JAMES K MAGYAR2011-06-20

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF ANN ARBOR CENTER FOR INDEPENDENT LIVING, INC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF ANN ARBOR CENTER FOR INDEPENDENT LIVING, INC.

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF ANN ARBOR CENTER FOR INDEPENDENT LIVING, INC. 2025 401k membership
Total number of particpants at beginning of year2025-01-2239
Total number of particpants at end of year2025-01-2240
Number of Participants With Account Balances2025-01-2235
2023: TAX DEFERRED ANNUITY PLAN OF ANN ARBOR CENTER FOR INDEPENDENT LIVING, INC. 2023 401k membership
Total number of particpants at beginning of year2023-08-2937
Total number of particpants at end of year2023-08-2938
Number of Participants With Account Balances2023-08-2937

Financial Data on TAX DEFERRED ANNUITY PLAN OF ANN ARBOR CENTER FOR INDEPENDENT LIVING, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF ANN ARBOR CENTER FOR INDEPENDENT LIVING, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-01-220
Total liabilities as of the end of the plan year2025-01-220
Total liabilities as of the beginning of the plan year2025-01-220
Total expenses incurred by plan in this plan year2025-01-2221859
Net assets as of the end of the plan year2025-01-22776580
Total assets as of the beginning of the plan year2025-01-22578828
Value of plan covered by a fidelity bond2025-01-2250000
Participant contributions to plan in this plan year2025-01-2223131
Other expenses paid from plan in this plan year2025-01-220
Other contributions to plan in this plan year2025-01-220
Other income to plan in this plan year2025-01-22168261
Plan net income in this plan year2025-01-22197752
Net assets as of the end of the plan year2025-01-22776580
Net assets as of the beginning of the plan year2025-01-22578828
Employer contributions to plan in this plan year2025-01-2228219
Expensese paid to adminstrative service provicers from plan in this plan year2025-01-22557
2023 : TAX DEFERRED ANNUITY PLAN OF ANN ARBOR CENTER FOR INDEPENDENT LIVING, INC. 2023 401k financial data
Total transfers to/from plan in this plan year2023-08-290
Total liabilities as of the end of the plan year2023-08-290
Total liabilities as of the beginning of the plan year2023-08-290
Total expenses incurred by plan in this plan year2023-08-294674
Net assets as of the end of the plan year2023-08-29486778
Total assets as of the beginning of the plan year2023-08-29526285
Value of plan covered by a fidelity bond2023-08-2950000
Participant contributions to plan in this plan year2023-08-2934880
Other expenses paid from plan in this plan year2023-08-29293
Other contributions to plan in this plan year2023-08-298987
Other income to plan in this plan year2023-08-29-113281
Plan net income in this plan year2023-08-29-39507
Net assets as of the end of the plan year2023-08-29486778
Net assets as of the beginning of the plan year2023-08-29526285
Employer contributions to plan in this plan year2023-08-2934581

Potentially related plans

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