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TAX DEFERRED ANNUITY PLAN OF WICHITA COMMUNITY FOUNDATION 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF WICHITA COMMUNITY FOUNDATION
Plan identification number 003

TAX DEFERRED ANNUITY PLAN OF WICHITA COMMUNITY FOUNDATION 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

WICHITA COMMUNITY FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:WICHITA COMMUNITY FOUNDATION
Employer identification number (EIN):481022361
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 WICHITA COMMUNITY FOUNDATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01CHRISTINA VALDOIS2024-07-31
0032022-01-01TABEN AZAD2023-07-28
0032021-01-01CYNTHIA K MCSWAIN2022-07-27
0032020-01-01HECTOR CORTEZ2021-03-16
0032018-01-01HECTOR CORTEZ2019-05-31
0032017-01-01HECTOR CORTEZ2018-04-12
0032016-01-01HECTOR CORTEZ2017-06-30 HECTOR CORTEZ2017-06-30
0032015-01-01HECTOR CORTEZ2016-06-07 HECTOR CORTEZ2016-06-07
0032014-01-01JUSTIN HEALY2015-06-29 JUSTIN HEALY2015-06-29
0032013-01-01JUSTIN HEALY2014-07-18 JUSTIN HEALY2014-07-18
0032012-01-01JUSTIN HEALY2013-06-06 JUSTIN HEALY2013-06-06
0032011-01-01JUSTIN HEALY2012-09-25 JUSTIN HEALY2012-09-25
0032010-01-01JUSTIN HEALY2011-06-29 JUSTIN HEALY2011-06-29

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF WICHITA COMMUNITY FOUNDATION

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF WICHITA COMMUNITY FOUNDATION

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF WICHITA COMMUNITY FOUNDATION 2025 401k membership
Total number of particpants at beginning of year2025-06-307
Total number of particpants at end of year2025-06-307
Number of Participants With Account Balances2025-06-305
2024: TAX DEFERRED ANNUITY PLAN OF WICHITA COMMUNITY FOUNDATION 2024 401k membership
Total number of particpants at beginning of year2024-07-318
Total number of particpants at end of year2024-07-317
Number of Participants With Account Balances2024-07-315
2022: TAX DEFERRED ANNUITY PLAN OF WICHITA COMMUNITY FOUNDATION 2022 401k membership
Total number of particpants at beginning of year2022-07-277
Total number of particpants at end of year2022-07-2710
Number of Participants With Account Balances2022-07-276

Financial Data on TAX DEFERRED ANNUITY PLAN OF WICHITA COMMUNITY FOUNDATION

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF WICHITA COMMUNITY FOUNDATION 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-300
Total liabilities as of the end of the plan year2025-06-300
Total liabilities as of the beginning of the plan year2025-06-300
Total expenses incurred by plan in this plan year2025-06-3033557
Net assets as of the end of the plan year2025-06-30257234
Total assets as of the beginning of the plan year2025-06-30235364
Value of plan covered by a fidelity bond2025-06-3040000
Participant contributions to plan in this plan year2025-06-3017603
Other expenses paid from plan in this plan year2025-06-300
Other contributions to plan in this plan year2025-06-300
Other income to plan in this plan year2025-06-3037824
Plan net income in this plan year2025-06-3021870
Net assets as of the end of the plan year2025-06-30257234
Net assets as of the beginning of the plan year2025-06-30235364
Employer contributions to plan in this plan year2025-06-300
Fees paid to broker by Benefit Provider2025-06-3015
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-3014
2024 : TAX DEFERRED ANNUITY PLAN OF WICHITA COMMUNITY FOUNDATION 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-310
Total liabilities as of the end of the plan year2024-07-310
Total liabilities as of the beginning of the plan year2024-07-310
Total expenses incurred by plan in this plan year2024-07-31236
Net assets as of the end of the plan year2024-07-31235364
Total assets as of the beginning of the plan year2024-07-31182656
Value of plan covered by a fidelity bond2024-07-3140000
Participant contributions to plan in this plan year2024-07-3115300
Other expenses paid from plan in this plan year2024-07-310
Other contributions to plan in this plan year2024-07-310
Other income to plan in this plan year2024-07-3137644
Plan net income in this plan year2024-07-3152708
Net assets as of the end of the plan year2024-07-31235364
Net assets as of the beginning of the plan year2024-07-31182656
Employer contributions to plan in this plan year2024-07-310
Fees paid to broker by Benefit Provider2024-07-3119
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-310
2022 : TAX DEFERRED ANNUITY PLAN OF WICHITA COMMUNITY FOUNDATION 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-270
Total liabilities as of the end of the plan year2022-07-270
Total liabilities as of the beginning of the plan year2022-07-270
Total expenses incurred by plan in this plan year2022-07-276549
Net assets as of the end of the plan year2022-07-27212856
Total assets as of the beginning of the plan year2022-07-27173317
Value of plan covered by a fidelity bond2022-07-2740000
Participant contributions to plan in this plan year2022-07-2716075
Other expenses paid from plan in this plan year2022-07-2766
Other contributions to plan in this plan year2022-07-270
Other income to plan in this plan year2022-07-2730013
Plan net income in this plan year2022-07-2739539
Net assets as of the end of the plan year2022-07-27212856
Net assets as of the beginning of the plan year2022-07-27173317
Employer contributions to plan in this plan year2022-07-270
Fees paid to broker by Benefit Provider2022-07-2721

Potentially related plans

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