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TAX DEFERRED ANNUITY PLAN OF NATIONAL ASSOCIATION OF STATES UNITED FOR AGING AND DISABILITIES, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF NATIONAL ASSOCIATION OF STATES UNITED FOR AGING AND DISABILITIES, INC.
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF NATIONAL ASSOCIATION OF STATES UNITED FOR AGING AND DISABILITIES, 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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 ASSOCIATION OF STATES UNITED FOR AGING AND DISABILITIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL ASSOCIATION OF STATES UNITED FOR AGING AND DISABILITIES, INC.
Employer identification number (EIN):396095459
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF NATIONAL ASSOCIATION OF STATES UNITED FOR AGING AND DISABILITIES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01ARMANDO HOLGUIN2024-08-28
0022022-01-01JUSTIN HATMAKER2023-09-14
0022021-01-01JUSTIN HATMAKER2022-10-17
0022021-01-01JUSTIN HATMAKER2022-10-17
0022020-01-01DENIKKA BARNETT2021-09-27
0022019-01-01DENIKKA BARNETT2020-10-09
0022018-01-01DENIKKA BARNETT2019-10-09
0022017-01-01DENIKKA BARNETT2018-07-30 DENIKKA BARNETT2018-07-30
0022016-01-01ROBERT ALONSO, JR.2017-07-17 ROBERT ALONSO, JR.2017-07-17
0022014-01-01BRYAN PROCTOR2015-10-09
0022013-01-01ERIC RISTEEN2014-05-14 ERIC RISTEEN2014-05-14
0022012-01-01ERIC RISTEEN2013-06-26 ERIC RISTEEN2013-06-26
0022011-01-01ERIC RISTEEN2012-06-01
0022010-01-01ERIC RISTEEN2011-05-18
0022006-01-012010-03-16

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF NATIONAL ASSOCIATION OF STATES UNITED FOR AGING AND DISABILITIES, INC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF NATIONAL ASSOCIATION OF STATES UNITED FOR AGING AND DISABILITIES, INC.

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF NATIONAL ASSOCIATION OF STATES UNITED FOR AGING AND DISABILITIES, INC. 2025 401k membership
Total number of particpants at beginning of year2025-08-1239
Total number of particpants at end of year2025-08-1249
Number of Participants With Account Balances2025-08-1249
2024: TAX DEFERRED ANNUITY PLAN OF NATIONAL ASSOCIATION OF STATES UNITED FOR AGING AND DISABILITIES, INC. 2024 401k membership
Total number of particpants at beginning of year2024-08-2836
Total number of particpants at end of year2024-08-2839
Number of Participants With Account Balances2024-08-2839

Financial Data on TAX DEFERRED ANNUITY PLAN OF NATIONAL ASSOCIATION OF STATES UNITED FOR AGING AND DISABILITIES, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF NATIONAL ASSOCIATION OF STATES UNITED FOR AGING AND DISABILITIES, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-120
Total liabilities as of the end of the plan year2025-08-120
Total liabilities as of the beginning of the plan year2025-08-120
Total expenses incurred by plan in this plan year2025-08-12230291
Net assets as of the end of the plan year2025-08-121881937
Total assets as of the beginning of the plan year2025-08-121639040
Value of plan covered by a fidelity bond2025-08-12500000
Participant contributions to plan in this plan year2025-08-12256906
Value of participant loans at end of plan year2025-08-1210353
Other expenses paid from plan in this plan year2025-08-120
Other contributions to plan in this plan year2025-08-120
Other income to plan in this plan year2025-08-12216282
Plan net income in this plan year2025-08-12242897
Net assets as of the end of the plan year2025-08-121881937
Net assets as of the beginning of the plan year2025-08-121639040
Employer contributions to plan in this plan year2025-08-120
Fees paid to broker by Benefit Provider2025-08-12224
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-12277
2024 : TAX DEFERRED ANNUITY PLAN OF NATIONAL ASSOCIATION OF STATES UNITED FOR AGING AND DISABILITIES, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-280
Total liabilities as of the end of the plan year2024-08-280
Total liabilities as of the beginning of the plan year2024-08-280
Total expenses incurred by plan in this plan year2024-08-281206048
Net assets as of the end of the plan year2024-08-281639040
Total assets as of the beginning of the plan year2024-08-282258291
Value of plan covered by a fidelity bond2024-08-28500000
Participant contributions to plan in this plan year2024-08-28224987
Other expenses paid from plan in this plan year2024-08-280
Other contributions to plan in this plan year2024-08-280
Other income to plan in this plan year2024-08-28361810
Plan net income in this plan year2024-08-28-619251
Net assets as of the end of the plan year2024-08-281639040
Net assets as of the beginning of the plan year2024-08-282258291
Employer contributions to plan in this plan year2024-08-280
Fees paid to broker by Benefit Provider2024-08-28210
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-280

Form 5500 Responses for TAX DEFERRED ANNUITY PLAN OF NATIONAL ASSOCIATION OF STATES UNITED FOR AGING AND DISABILITIES, INC.

2006: TAX DEFERRED ANNUITY PLAN OF NATIONAL ASSOCIATION OF STATES UNITED FOR AGING AND DISABILITIES, INC. 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo

Potentially related plans

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