ITTLESON FOUNDATION, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE ITTLESON FOUNDATION, INC. TAX DEFERRED ANNUITY PLAN
401k plan membership statisitcs for THE ITTLESON FOUNDATION, INC. TAX DEFERRED ANNUITY PLAN
| Measure | Date | Value |
|---|
| 2025: THE ITTLESON FOUNDATION, INC. TAX DEFERRED ANNUITY PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-06-01 | 2 |
| Total number of particpants at end of year | 2025-06-01 | 2 |
| Number of Participants With Account Balances | 2025-06-01 | 2 |
| 2024: THE ITTLESON FOUNDATION, INC. TAX DEFERRED ANNUITY PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-09-12 | 2 |
| Total number of particpants at end of year | 2024-09-12 | 2 |
| Number of Participants With Account Balances | 2024-09-12 | 2 |
| 2022: THE ITTLESON FOUNDATION, INC. TAX DEFERRED ANNUITY PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-03-16 | 2 |
| Total number of particpants at end of year | 2022-03-16 | 2 |
| Number of Participants With Account Balances | 2022-03-16 | 2 |
| 2009: THE ITTLESON FOUNDATION, INC. TAX DEFERRED ANNUITY PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 3 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 3 |
| Number of participants with account balances | 2009-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : THE ITTLESON FOUNDATION, INC. TAX DEFERRED ANNUITY PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-06-01 | 3 |
| Net assets as of the end of the plan year | 2025-06-01 | 2738444 |
| Total assets as of the beginning of the plan year | 2025-06-01 | 2231633 |
| Participant contributions to plan in this plan year | 2025-06-01 | 41490 |
| Value of participant loans at end of plan year | 2025-06-01 | 0 |
| Other expenses paid from plan in this plan year | 2025-06-01 | 3 |
| Other income to plan in this plan year | 2025-06-01 | 441084 |
| Plan net income in this plan year | 2025-06-01 | 506811 |
| Net assets as of the end of the plan year | 2025-06-01 | 2738444 |
| Net assets as of the beginning of the plan year | 2025-06-01 | 2231633 |
| Employer contributions to plan in this plan year | 2025-06-01 | 24240 |
| Fees paid to broker by Benefit Provider | 2025-06-01 | 8102 |
| 2024 : THE ITTLESON FOUNDATION, INC. TAX DEFERRED ANNUITY PLAN 2024 401k financial data |
|---|
| Net assets as of the end of the plan year | 2024-09-12 | 2231633 |
| Total assets as of the beginning of the plan year | 2024-09-12 | 1814034 |
| Participant contributions to plan in this plan year | 2024-09-12 | 40265 |
| Value of participant loans at end of plan year | 2024-09-12 | 578 |
| Other income to plan in this plan year | 2024-09-12 | 353094 |
| Plan net income in this plan year | 2024-09-12 | 417599 |
| Net assets as of the end of the plan year | 2024-09-12 | 2231633 |
| Net assets as of the beginning of the plan year | 2024-09-12 | 1814034 |
| Employer contributions to plan in this plan year | 2024-09-12 | 24240 |
| Fees paid to broker by Benefit Provider | 2024-09-12 | 6738 |
| 2022 : THE ITTLESON FOUNDATION, INC. TAX DEFERRED ANNUITY PLAN 2022 401k financial data |
|---|
| Net assets as of the end of the plan year | 2022-03-16 | 2362632 |
| Total assets as of the beginning of the plan year | 2022-03-16 | 2161739 |
| Participant contributions to plan in this plan year | 2022-03-16 | 38594 |
| Value of participant loans at end of plan year | 2022-03-16 | 4891 |
| Other income to plan in this plan year | 2022-03-16 | 137049 |
| Plan net income in this plan year | 2022-03-16 | 200893 |
| Net assets as of the end of the plan year | 2022-03-16 | 2362632 |
| Net assets as of the beginning of the plan year | 2022-03-16 | 2161739 |
| Employer contributions to plan in this plan year | 2022-03-16 | 25250 |
| Fees paid to broker by Benefit Provider | 2022-03-16 | 7715 |
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