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TAX DEFERRED ANNUITY PLAN OF LIGHTHOUSE FOR THE BLIND, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF LIGHTHOUSE FOR THE BLIND, INC.
Plan identification number 003

TAX DEFERRED ANNUITY PLAN OF LIGHTHOUSE FOR THE BLIND, 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

LIGHTHOUSE FOR THE BLIND, INC. has sponsored the creation of one or more 401k plans.

Company Name:LIGHTHOUSE FOR THE BLIND, INC.
Employer identification number (EIN):430652639
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF LIGHTHOUSE FOR THE BLIND, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01JILL KLUESNER2024-09-20
0032022-01-01JILL KLUESNER2023-10-12
0032021-01-01JILL KLUESNER2022-06-15
0032020-01-01JILL KLUESNER2021-06-17
0032018-01-01JILL KLUESNER2019-04-24
0032017-01-01JILL KLUESNER2018-03-16 JILL KLUESNER2018-03-16
0032016-01-01JILL KLUESNER2017-04-03 JILL KLUESNER2017-04-03
0032015-01-01JILL KLUESNER2016-06-28 JILL KLUESNER2016-06-28
0032014-01-01

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF LIGHTHOUSE FOR THE BLIND, INC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF LIGHTHOUSE FOR THE BLIND, INC.

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF LIGHTHOUSE FOR THE BLIND, INC. 2025 401k membership
Total number of particpants at beginning of year2025-09-25165
Total number of particpants at end of year2025-09-25166
Number of Participants With Account Balances2025-09-2554
2024: TAX DEFERRED ANNUITY PLAN OF LIGHTHOUSE FOR THE BLIND, INC. 2024 401k membership
Total number of particpants at beginning of year2024-09-20125
Total number of particpants at end of year2024-09-20154
Number of Participants With Account Balances2024-09-2054

Financial Data on TAX DEFERRED ANNUITY PLAN OF LIGHTHOUSE FOR THE BLIND, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF LIGHTHOUSE FOR THE BLIND, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-250
Total liabilities as of the end of the plan year2025-09-250
Total liabilities as of the beginning of the plan year2025-09-250
Total expenses incurred by plan in this plan year2025-09-251242277
Net assets as of the end of the plan year2025-09-252654563
Total assets as of the beginning of the plan year2025-09-253291160
Value of plan covered by a fidelity bond2025-09-25500000
Participant contributions to plan in this plan year2025-09-25141171
Other expenses paid from plan in this plan year2025-09-250
Other contributions to plan in this plan year2025-09-250
Other income to plan in this plan year2025-09-25464509
Plan net income in this plan year2025-09-25-636597
Net assets as of the end of the plan year2025-09-252654563
Net assets as of the beginning of the plan year2025-09-253291160
Employer contributions to plan in this plan year2025-09-250
Fees paid to broker by Benefit Provider2025-09-25780
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-2587
2024 : TAX DEFERRED ANNUITY PLAN OF LIGHTHOUSE FOR THE BLIND, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-200
Total liabilities as of the end of the plan year2024-09-200
Total liabilities as of the beginning of the plan year2024-09-200
Total expenses incurred by plan in this plan year2024-09-20259466
Net assets as of the end of the plan year2024-09-203291160
Total assets as of the beginning of the plan year2024-09-202764926
Value of plan covered by a fidelity bond2024-09-20500000
Participant contributions to plan in this plan year2024-09-20137364
Other expenses paid from plan in this plan year2024-09-200
Other contributions to plan in this plan year2024-09-2098977
Other income to plan in this plan year2024-09-20549359
Plan net income in this plan year2024-09-20526234
Net assets as of the end of the plan year2024-09-203291160
Net assets as of the beginning of the plan year2024-09-202764926
Employer contributions to plan in this plan year2024-09-200
Fees paid to broker by Benefit Provider2024-09-20479
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-20479

Potentially related plans

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