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TAX DEFERRED ANNUITY PLAN OF NATIONAL CENTERS FOR LEARNING EXCELLENCE, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF NATIONAL CENTERS FOR LEARNING EXCELLENCE, INC.
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF NATIONAL CENTERS FOR LEARNING EXCELLENCE, 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 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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 CENTERS FOR LEARNING EXCEL LENCE, INC. has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL CENTERS FOR LEARNING EXCEL LENCE, INC.
Employer identification number (EIN):391031440
NAIC Classification:624410
NAIC Description:Child Day Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF NATIONAL CENTERS FOR LEARNING EXCELLENCE, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SUSAN FIRKUS2024-07-25
0012022-01-01SUSAN FIRKUS2023-07-28
0012022-01-01SUSAN FIRKUS2024-07-17
0012021-01-01SUSAN FIRKUS2022-07-25
0012020-01-01JACQUELINE WATHERALL-CLINE2021-07-28
0012019-01-01BRENDA LIGHTHIZER2020-07-22
0012018-01-01BRENDA LIGHTHIZER2019-07-23
0012017-01-01MUTUAL OF AMERICA2018-05-08 BRENDA LIGHTHIZER2018-05-08
0012016-01-01BRENDA LIGHTHIZER, CFO2017-05-01
0012015-01-01BRENDA LIGHTHIZER, CFO2016-07-28 BRENDA LIGHTHIZER, CFO2016-07-28
0012014-01-01JENNIGUZMANHERSEY, DIR OF OPERATION2015-07-22 JENNIGUZMANHERSEY, DIR OF OPERATION2015-07-22
0012013-01-01JENNIGUZMANHERSEY, DIR OF OPERATION2014-07-17 JENNIGUZMANHERSEY, DIR OF OPERATION2014-07-17
0012012-01-01JENNIGUZMANHERSEY, DIR OF OPERATION2013-07-29 JENNIGUZMANHERSEY, DIR OF OPERATION2013-07-29
0012011-01-01JENNIGUZMANHERSEY, DIR OFOPERATIONS2012-07-25 JENNIGUZMANHERSEY, DIR OFOPERATIONS2012-07-25
0012010-01-01JENNIGUZMANHERSEY,DIR OF OPERATIONS2011-07-27 JENNIGUZMANHERSEY,DIR OF OPERATIONS2011-07-27

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF NATIONAL CENTERS FOR LEARNING EXCELLENCE, INC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF NATIONAL CENTERS FOR LEARNING EXCELLENCE, INC.

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF NATIONAL CENTERS FOR LEARNING EXCELLENCE, INC. 2025 401k membership
Total number of particpants at beginning of year2025-06-2360
Total number of particpants at end of year2025-06-2389
Number of Participants With Account Balances2025-06-2358
2024: TAX DEFERRED ANNUITY PLAN OF NATIONAL CENTERS FOR LEARNING EXCELLENCE, INC. 2024 401k membership
Total number of particpants at beginning of year2024-07-2591
Total number of particpants at end of year2024-07-2560
Number of Participants With Account Balances2024-07-2560
2022: TAX DEFERRED ANNUITY PLAN OF NATIONAL CENTERS FOR LEARNING EXCELLENCE, INC. 2022 401k membership
Total number of particpants at beginning of year2022-07-250
Total number of particpants at end of year2022-07-2553
Number of Participants With Account Balances2022-07-2552

Financial Data on TAX DEFERRED ANNUITY PLAN OF NATIONAL CENTERS FOR LEARNING EXCELLENCE, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF NATIONAL CENTERS FOR LEARNING EXCELLENCE, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-230
Total liabilities as of the end of the plan year2025-06-230
Total liabilities as of the beginning of the plan year2025-06-230
Total expenses incurred by plan in this plan year2025-06-2376948
Net assets as of the end of the plan year2025-06-231643883
Total assets as of the beginning of the plan year2025-06-231281748
Value of plan covered by a fidelity bond2025-06-23312500
Participant contributions to plan in this plan year2025-06-23211603
Value of participant loans at end of plan year2025-06-2326684
Other expenses paid from plan in this plan year2025-06-230
Other contributions to plan in this plan year2025-06-230
Other income to plan in this plan year2025-06-23169602
Plan net income in this plan year2025-06-23362135
Net assets as of the end of the plan year2025-06-231643883
Net assets as of the beginning of the plan year2025-06-231281748
Employer contributions to plan in this plan year2025-06-2357878
Fees paid to broker by Benefit Provider2025-06-23298
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-23298
2024 : TAX DEFERRED ANNUITY PLAN OF NATIONAL CENTERS FOR LEARNING EXCELLENCE, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-250
Total liabilities as of the end of the plan year2024-07-250
Total liabilities as of the beginning of the plan year2024-07-250
Total expenses incurred by plan in this plan year2024-07-25117879
Net assets as of the end of the plan year2024-07-251281748
Total assets as of the beginning of the plan year2024-07-25855764
Value of plan covered by a fidelity bond2024-07-25312500
Participant contributions to plan in this plan year2024-07-25175178
Value of participant loans at end of plan year2024-07-2532896
Other expenses paid from plan in this plan year2024-07-250
Other contributions to plan in this plan year2024-07-25121944
Other income to plan in this plan year2024-07-25141423
Plan net income in this plan year2024-07-25425984
Net assets as of the end of the plan year2024-07-251281748
Net assets as of the beginning of the plan year2024-07-25855764
Employer contributions to plan in this plan year2024-07-25105318
Fees paid to broker by Benefit Provider2024-07-25563
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2550
2022 : TAX DEFERRED ANNUITY PLAN OF NATIONAL CENTERS FOR LEARNING EXCELLENCE, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-250
Total liabilities as of the end of the plan year2022-07-250
Total liabilities as of the beginning of the plan year2022-07-250
Total expenses incurred by plan in this plan year2022-07-2531787
Net assets as of the end of the plan year2022-07-25599283
Total assets as of the beginning of the plan year2022-07-25490877
Value of plan covered by a fidelity bond2022-07-25250000
Participant contributions to plan in this plan year2022-07-2538679
Other expenses paid from plan in this plan year2022-07-25200
Other contributions to plan in this plan year2022-07-258627
Other income to plan in this plan year2022-07-2564078
Plan net income in this plan year2022-07-25108406
Net assets as of the end of the plan year2022-07-25599283
Net assets as of the beginning of the plan year2022-07-25490877
Employer contributions to plan in this plan year2022-07-2528809
Fees paid to broker by Benefit Provider2022-07-2590

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