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TAX DEFERRED ANNUITY PLAN OF ST. LOUIS SOCIETY FOR THE BLIND 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF ST. LOUIS SOCIETY FOR THE BLIND
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF ST. LOUIS SOCIETY FOR THE BLIND Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • 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

ST. LOUIS SOCIETY FOR THE BLIND has sponsored the creation of one or more 401k plans.

Company Name:ST. LOUIS SOCIETY FOR THE BLIND
Employer identification number (EIN):430666768
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 ST. LOUIS SOCIETY FOR THE BLIND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01ERISA FIDUCIARY SERVICES, INC2024-05-06
0022022-01-01MARY HULSEY-LUPP2023-10-16
0022021-01-01JIM ARCIPOWSKI2022-07-28
0022020-01-01JIM ARCIPOWSKI2021-07-22
0022019-01-01JIM ARCIPOWSKI2020-07-27
0022018-01-01DIANE SCHULTE2019-05-15
0022017-01-01DAVID EKIN2018-05-03
0022016-01-01DAVID EKIN2017-05-18
0022015-01-01DAVID EKIN2016-06-16
0022013-01-01DAVID EKIN2014-06-27
0022012-01-01DAVID EKIN2013-07-25
0022011-01-01DAVID EKIN2012-07-16
0022010-01-01DAVID EKIN2011-07-21
0022009-01-01DAVID EKIN

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF ST. LOUIS SOCIETY FOR THE BLIND

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF ST. LOUIS SOCIETY FOR THE BLIND

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF ST. LOUIS SOCIETY FOR THE BLIND 2025 401k membership
Total number of particpants at beginning of year2025-09-0827
Total number of particpants at end of year2025-09-0829
Number of Participants With Account Balances2025-09-0813
2024: TAX DEFERRED ANNUITY PLAN OF ST. LOUIS SOCIETY FOR THE BLIND 2024 401k membership
Total number of particpants at beginning of year2024-05-0628
Total number of particpants at end of year2024-05-0627
Number of Participants With Account Balances2024-05-0611
2022: TAX DEFERRED ANNUITY PLAN OF ST. LOUIS SOCIETY FOR THE BLIND 2022 401k membership
Total number of particpants at beginning of year2022-07-2814
Total number of particpants at end of year2022-07-2815
Number of Participants With Account Balances2022-07-2815
2009: TAX DEFERRED ANNUITY PLAN OF ST. LOUIS SOCIETY FOR THE BLIND 2009 401k membership
Total participants, beginning-of-year2009-01-0110
Total number of active participants reported on line 7a of the Form 55002009-01-018
Number of retired or separated participants receiving benefits2009-01-012
Total of all active and inactive participants2009-01-0110
Total participants2009-01-0110
Number of participants with account balances2009-01-0110

Financial Data on TAX DEFERRED ANNUITY PLAN OF ST. LOUIS SOCIETY FOR THE BLIND

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF ST. LOUIS SOCIETY FOR THE BLIND 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-0856979
Net assets as of the end of the plan year2025-09-08257094
Total assets as of the beginning of the plan year2025-09-08263958
Value of plan covered by a fidelity bond2025-09-08100000
Participant contributions to plan in this plan year2025-09-0834775
Other expenses paid from plan in this plan year2025-09-086315
Other income to plan in this plan year2025-09-0815340
Plan net income in this plan year2025-09-08-6864
Net assets as of the end of the plan year2025-09-08257094
Net assets as of the beginning of the plan year2025-09-08263958
2024 : TAX DEFERRED ANNUITY PLAN OF ST. LOUIS SOCIETY FOR THE BLIND 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-06407603
Net assets as of the end of the plan year2024-05-06263958
Total assets as of the beginning of the plan year2024-05-06575312
Value of plan covered by a fidelity bond2024-05-06100000
Participant contributions to plan in this plan year2024-05-0645062
Other expenses paid from plan in this plan year2024-05-063453
Other income to plan in this plan year2024-05-0651187
Plan net income in this plan year2024-05-06-311354
Net assets as of the end of the plan year2024-05-06263958
Net assets as of the beginning of the plan year2024-05-06575312
2022 : TAX DEFERRED ANNUITY PLAN OF ST. LOUIS SOCIETY FOR THE BLIND 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-280
Total liabilities as of the end of the plan year2022-07-280
Total liabilities as of the beginning of the plan year2022-07-280
Total expenses incurred by plan in this plan year2022-07-28186280
Net assets as of the end of the plan year2022-07-281155431
Total assets as of the beginning of the plan year2022-07-281158770
Value of plan covered by a fidelity bond2022-07-28100000
Participant contributions to plan in this plan year2022-07-2863009
Other expenses paid from plan in this plan year2022-07-280
Other contributions to plan in this plan year2022-07-280
Other income to plan in this plan year2022-07-28119932
Plan net income in this plan year2022-07-28-3339
Net assets as of the end of the plan year2022-07-281155431
Net assets as of the beginning of the plan year2022-07-281158770
Employer contributions to plan in this plan year2022-07-280
Fees paid to broker by Benefit Provider2022-07-28136

Form 5500 Responses for TAX DEFERRED ANNUITY PLAN OF ST. LOUIS SOCIETY FOR THE BLIND

2009: TAX DEFERRED ANNUITY PLAN OF ST. LOUIS SOCIETY FOR THE BLIND 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

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