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TAX DEFERRED ANNUITY PLAN OF EPILEPSY FOUNDATION OF AMERICA 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF EPILEPSY FOUNDATION OF AMERICA
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF EPILEPSY FOUNDATION OF AMERICA 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

EPILEPSY FOUNDATION OF AMERICA has sponsored the creation of one or more 401k plans.

Company Name:EPILEPSY FOUNDATION OF AMERICA
Employer identification number (EIN):520856660
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 EPILEPSY FOUNDATION OF AMERICA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01CARO BROWN2022-05-26
0022020-01-01DIANE RUBINSTEIN2021-04-21
0022019-01-01DIANE RUBINSTEIN2020-07-13 DIANE RUBINSTEIN2020-07-13
0022018-01-01DIANE RUBINSTEIN2019-07-02 DIANE RUBINSTEIN2019-07-02
0022017-01-01DIANE RUBINSTEIN2018-06-11
0022016-01-01ELLEN HOBBY2017-07-12 ELLEN HOBBY2017-07-12
0022015-01-01MARSHA BUTLER2016-06-27
0022014-01-01MARSHA BUTLER2015-07-01
0022013-01-01MARSHA MCINTYRE2014-05-06
0022012-01-01MARSHA MCINTYRE2013-07-17
0022011-01-01MARSHA MCINTYRE
0022010-01-01MARSHA MCINTYRE

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF EPILEPSY FOUNDATION OF AMERICA

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF EPILEPSY FOUNDATION OF AMERICA

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF EPILEPSY FOUNDATION OF AMERICA 2025 401k membership
Total number of particpants at beginning of year2025-10-2516
Total number of particpants at end of year2025-10-2514
Number of Participants With Account Balances2025-10-2514
2022: TAX DEFERRED ANNUITY PLAN OF EPILEPSY FOUNDATION OF AMERICA 2022 401k membership
Total number of particpants at beginning of year2022-05-2616
Total number of particpants at end of year2022-05-2617
Number of Participants With Account Balances2022-05-2617
2011: TAX DEFERRED ANNUITY PLAN OF EPILEPSY FOUNDATION OF AMERICA 2011 401k membership
Total participants, beginning-of-year2011-01-0153
Total number of active participants reported on line 7a of the Form 55002011-01-0113
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0123
Total of all active and inactive participants2011-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-0138
Number of participants with account balances2011-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: TAX DEFERRED ANNUITY PLAN OF EPILEPSY FOUNDATION OF AMERICA 2010 401k membership
Total participants, beginning-of-year2010-01-0161
Total number of active participants reported on line 7a of the Form 55002010-01-0120
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0132
Total of all active and inactive participants2010-01-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-0153
Number of participants with account balances2010-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010

Financial Data on TAX DEFERRED ANNUITY PLAN OF EPILEPSY FOUNDATION OF AMERICA

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF EPILEPSY FOUNDATION OF AMERICA 2025 401k financial data
Total liabilities as of the end of the plan year2025-10-250
Total liabilities as of the beginning of the plan year2025-10-250
Total expenses incurred by plan in this plan year2025-10-258292
Net assets as of the end of the plan year2025-10-25177234
Total assets as of the beginning of the plan year2025-10-25168171
Value of plan covered by a fidelity bond2025-10-251000000
Participant contributions to plan in this plan year2025-10-250
Other contributions to plan in this plan year2025-10-250
Other income to plan in this plan year2025-10-2517355
Plan net income in this plan year2025-10-259063
Net assets as of the end of the plan year2025-10-25177234
Net assets as of the beginning of the plan year2025-10-25168171
Employer contributions to plan in this plan year2025-10-250
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-2580
2022 : TAX DEFERRED ANNUITY PLAN OF EPILEPSY FOUNDATION OF AMERICA 2022 401k financial data
Total liabilities as of the end of the plan year2022-05-260
Total liabilities as of the beginning of the plan year2022-05-260
Total expenses incurred by plan in this plan year2022-05-2699
Net assets as of the end of the plan year2022-05-26632558
Total assets as of the beginning of the plan year2022-05-26581115
Value of plan covered by a fidelity bond2022-05-261000000
Other income to plan in this plan year2022-05-2651542
Plan net income in this plan year2022-05-2651443
Net assets as of the end of the plan year2022-05-26632558
Net assets as of the beginning of the plan year2022-05-26581115
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-2699

Form 5500 Responses for TAX DEFERRED ANNUITY PLAN OF EPILEPSY FOUNDATION OF AMERICA

2011: TAX DEFERRED ANNUITY PLAN OF EPILEPSY FOUNDATION OF AMERICA 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: TAX DEFERRED ANNUITY PLAN OF EPILEPSY FOUNDATION OF AMERICA 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number008976J
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number008976J
Policy instance 1

Potentially related plans

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