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TAX DEFERRED ANNUITY PLAN OF INTERNATIONAL INSTITUTE OF METROPOLITAN ST. LOUIS 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF INTERNATIONAL INSTITUTE OF METROPOLITAN ST. LOUIS
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF INTERNATIONAL INSTITUTE OF METROPOLITAN ST. LOUIS 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

INTERNATIONAL INSTITUTE OF METROPOL ITAN ST. LOUIS has sponsored the creation of one or more 401k plans.

Company Name:INTERNATIONAL INSTITUTE OF METROPOL ITAN ST. LOUIS
Employer identification number (EIN):430652640
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF INTERNATIONAL INSTITUTE OF METROPOLITAN ST. LOUIS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01MARISA ECHEVARRIA2024-10-04
0022022-01-01MARISA ECHEVARRIA2023-10-11
0022021-01-01MARISA ECHEVARRIA2022-10-13
0022020-01-01MARISA ECHEVARRIA2021-07-09
0022019-01-01MARISA ECHEVARRIA2020-06-29
0022018-01-01MARISA ECHEVARRIA2019-07-22
0022017-01-01MARISA ECHEVARRIA2018-06-20
0022016-01-01MARISA ECHEVARRIA2017-07-25
0022015-01-01MARISA ECHEVARRIA2016-07-28
0022014-01-01MARISA ECHEVARRIA2015-07-09 MARISA ECHEVARRIA2015-07-09
0022013-01-01MARISA ECHEVARRIA2014-07-21 MARISA ECHEVARRIA2014-07-21

Financial Data on TAX DEFERRED ANNUITY PLAN OF INTERNATIONAL INSTITUTE OF METROPOLITAN ST. LOUIS

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF INTERNATIONAL INSTITUTE OF METROPOLITAN ST. LOUIS 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-150
Total liabilities as of the end of the plan year2025-08-150
Total liabilities as of the beginning of the plan year2025-08-150
Total expenses incurred by plan in this plan year2025-08-15107643
Net assets as of the end of the plan year2025-08-151273820
Total assets as of the beginning of the plan year2025-08-151102025
Value of plan covered by a fidelity bond2025-08-15500000
Participant contributions to plan in this plan year2025-08-1574456
Value of participant loans at end of plan year2025-08-154243
Other expenses paid from plan in this plan year2025-08-150
Other contributions to plan in this plan year2025-08-1553111
Other income to plan in this plan year2025-08-15151871
Plan net income in this plan year2025-08-15171795
Net assets as of the end of the plan year2025-08-151273820
Net assets as of the beginning of the plan year2025-08-151102025
Employer contributions to plan in this plan year2025-08-150
Fees paid to broker by Benefit Provider2025-08-15321
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-1552
2024 : TAX DEFERRED ANNUITY PLAN OF INTERNATIONAL INSTITUTE OF METROPOLITAN ST. LOUIS 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-040
Total liabilities as of the end of the plan year2024-10-040
Total liabilities as of the beginning of the plan year2024-10-040
Total expenses incurred by plan in this plan year2024-10-040
Net assets as of the end of the plan year2024-10-041102025
Total assets as of the beginning of the plan year2024-10-04867186
Value of plan covered by a fidelity bond2024-10-04500000
Participant contributions to plan in this plan year2024-10-0476480
Other expenses paid from plan in this plan year2024-10-040
Other contributions to plan in this plan year2024-10-0420990
Other income to plan in this plan year2024-10-04137369
Plan net income in this plan year2024-10-04234839
Net assets as of the end of the plan year2024-10-041102025
Net assets as of the beginning of the plan year2024-10-04867186
Employer contributions to plan in this plan year2024-10-040
Fees paid to broker by Benefit Provider2024-10-04105
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-040

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