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TAX DEFERRED ANNUITY PLAN OF JACKSON DISTRICT LIBRARY 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF JACKSON DISTRICT LIBRARY
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF JACKSON DISTRICT LIBRARY 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.

401k Sponsoring company profile

JACKSON DISTRICT LIBRARY has sponsored the creation of one or more 401k plans.

Company Name:JACKSON DISTRICT LIBRARY
Employer identification number (EIN):382184437
NAIC Classification:519100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF JACKSON DISTRICT LIBRARY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01SARILDA TACKETT2022-04-18
0012020-01-01SANLDA TACKETT2021-04-15
0012019-01-01SANLDA TACKETT2020-07-06
0012018-01-01SANLDA TACKETT2019-07-09
0012017-01-01SARILDA TACKETT2018-06-06 SARILDA TACKETT2018-06-06
0012016-01-01SARILDA TACKETT2017-06-26 SARILDA TACKETT2017-06-26
0012015-01-01SARILDA TACKETT2016-06-21 SARILDA TACKETT2016-06-21
0012015-01-01SARILDA TACKETT2016-06-21 SARILDA TACKETT2016-06-21
0012014-01-01SARILDA TACKETT2015-07-16
0012013-01-01JAMES K. DELANEY2014-07-07 JAMES K. DELANEY2014-07-07
0012012-01-01JAMES K. DELANEY2013-07-03 JAMES K. DELANEY2013-07-03
0012011-01-01JAMES DELANEY2012-07-02 JAMES DELANEY2012-07-02
0012010-01-01JAMES DELANEY2011-07-28 JAMES DELANEY2011-07-28

Financial Data on TAX DEFERRED ANNUITY PLAN OF JACKSON DISTRICT LIBRARY

Measure Date Value
2022 : TAX DEFERRED ANNUITY PLAN OF JACKSON DISTRICT LIBRARY 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-180
Total liabilities as of the end of the plan year2022-04-180
Total liabilities as of the beginning of the plan year2022-04-180
Total expenses incurred by plan in this plan year2022-04-18143592
Net assets as of the end of the plan year2022-04-18957788
Total assets as of the beginning of the plan year2022-04-18943762
Value of plan covered by a fidelity bond2022-04-18200000
Participant contributions to plan in this plan year2022-04-189609
Other expenses paid from plan in this plan year2022-04-18207
Other contributions to plan in this plan year2022-04-180
Other income to plan in this plan year2022-04-18148009
Plan net income in this plan year2022-04-1814026
Net assets as of the end of the plan year2022-04-18957788
Net assets as of the beginning of the plan year2022-04-18943762
Employer contributions to plan in this plan year2022-04-180
Fees paid to broker by Benefit Provider2022-04-1885

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