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TAX DEFERRED ANNUITY PLAN OF WOMEN S RESOURCE CENTER OF STEELE COUNTY, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF WOMEN S RESOURCE CENTER OF STEELE COUNTY, INC.
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF WOMEN S RESOURCE CENTER OF STEELE COUNTY, 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

WOMEN S RESOURCE CENTER OF STEELE C OUNTY, INC. has sponsored the creation of one or more 401k plans.

Company Name:WOMEN S RESOURCE CENTER OF STEELE C OUNTY, INC.
Employer identification number (EIN):411782844
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF WOMEN S RESOURCE CENTER OF STEELE COUNTY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SARA COLBY2024-06-03
0012022-01-01SARA COLBY2023-07-12
0012021-01-01SARA COLBY2022-07-26
0012020-01-01SARA COLBY2021-05-26
0012019-01-01SARA COLBY2020-03-23
0012018-01-01SARA COLBY2019-04-10
0012017-01-01SARA COLBY2018-04-17 SARA COLBY2018-04-17
0012016-01-01SARA COLBY2017-04-11 SARA COLBY2017-04-11
0012014-01-01SARA COLBY2015-04-14 SARA COLBY2015-04-14
0012013-01-01SARA COLBY2014-07-28 SARA COLBY2014-07-28
0012012-01-01SARA COLBY2013-06-18 SARA COLBY2013-06-18
0012011-01-01SARA COLBY2012-05-29 SARA COLBY2012-05-29
0012010-01-01SARA COLBY2011-07-11 SARA COLBY2011-07-11

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF WOMEN S RESOURCE CENTER OF STEELE COUNTY, INC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF WOMEN S RESOURCE CENTER OF STEELE COUNTY, INC.

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF WOMEN S RESOURCE CENTER OF STEELE COUNTY, INC. 2025 401k membership
Total number of particpants at beginning of year2025-07-2115
Total number of particpants at end of year2025-07-2114
Number of Participants With Account Balances2025-07-2114
2024: TAX DEFERRED ANNUITY PLAN OF WOMEN S RESOURCE CENTER OF STEELE COUNTY, INC. 2024 401k membership
Total number of particpants at beginning of year2024-06-0314
Total number of particpants at end of year2024-06-0315
Number of Participants With Account Balances2024-06-0315
2022: TAX DEFERRED ANNUITY PLAN OF WOMEN S RESOURCE CENTER OF STEELE COUNTY, INC. 2022 401k membership
Total number of particpants at beginning of year2022-07-2614
Total number of particpants at end of year2022-07-2615
Number of Participants With Account Balances2022-07-2615

Financial Data on TAX DEFERRED ANNUITY PLAN OF WOMEN S RESOURCE CENTER OF STEELE COUNTY, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF WOMEN S RESOURCE CENTER OF STEELE COUNTY, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-210
Total liabilities as of the end of the plan year2025-07-210
Total liabilities as of the beginning of the plan year2025-07-210
Total expenses incurred by plan in this plan year2025-07-2113867
Net assets as of the end of the plan year2025-07-21248866
Total assets as of the beginning of the plan year2025-07-21220038
Value of plan covered by a fidelity bond2025-07-2160000
Participant contributions to plan in this plan year2025-07-2118792
Value of participant loans at end of plan year2025-07-21498
Other expenses paid from plan in this plan year2025-07-210
Other contributions to plan in this plan year2025-07-210
Other income to plan in this plan year2025-07-2123903
Plan net income in this plan year2025-07-2128828
Net assets as of the end of the plan year2025-07-21248866
Net assets as of the beginning of the plan year2025-07-21220038
Employer contributions to plan in this plan year2025-07-210
Fees paid to broker by Benefit Provider2025-07-2148
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2186
2024 : TAX DEFERRED ANNUITY PLAN OF WOMEN S RESOURCE CENTER OF STEELE COUNTY, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-030
Total liabilities as of the end of the plan year2024-06-030
Total liabilities as of the beginning of the plan year2024-06-030
Total expenses incurred by plan in this plan year2024-06-039085
Net assets as of the end of the plan year2024-06-03220038
Total assets as of the beginning of the plan year2024-06-03184383
Value of plan covered by a fidelity bond2024-06-0360000
Participant contributions to plan in this plan year2024-06-0321576
Other expenses paid from plan in this plan year2024-06-030
Other contributions to plan in this plan year2024-06-030
Other income to plan in this plan year2024-06-0323164
Plan net income in this plan year2024-06-0335655
Net assets as of the end of the plan year2024-06-03220038
Net assets as of the beginning of the plan year2024-06-03184383
Employer contributions to plan in this plan year2024-06-030
Fees paid to broker by Benefit Provider2024-06-0325
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-030
2022 : TAX DEFERRED ANNUITY PLAN OF WOMEN S RESOURCE CENTER OF STEELE COUNTY, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-260
Total liabilities as of the end of the plan year2022-07-260
Total liabilities as of the beginning of the plan year2022-07-260
Total expenses incurred by plan in this plan year2022-07-2657
Net assets as of the end of the plan year2022-07-26199578
Total assets as of the beginning of the plan year2022-07-26166638
Value of plan covered by a fidelity bond2022-07-2660000
Participant contributions to plan in this plan year2022-07-2610151
Other expenses paid from plan in this plan year2022-07-2657
Other contributions to plan in this plan year2022-07-260
Other income to plan in this plan year2022-07-2622846
Plan net income in this plan year2022-07-2632940
Net assets as of the end of the plan year2022-07-26199578
Net assets as of the beginning of the plan year2022-07-26166638
Employer contributions to plan in this plan year2022-07-260
Fees paid to broker by Benefit Provider2022-07-2642

Potentially related plans

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