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TAX DEFERRED ANNUITY PLAN OF NATIONAL ASSOCIATION OF AREA AGENCIES ON AGING, IN 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF NATIONAL ASSOCIATION OF AREA AGENCIES ON AGING, IN
Plan identification number 003

TAX DEFERRED ANNUITY PLAN OF NATIONAL ASSOCIATION OF AREA AGENCIES ON AGING, IN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

NATIONAL ASSOCIATION OF AREA AGENCI ES ON AGING, INC. has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL ASSOCIATION OF AREA AGENCI ES ON AGING, INC.
Employer identification number (EIN):521052345
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 NATIONAL ASSOCIATION OF AREA AGENCIES ON AGING, IN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01LAKEISHA JAMES2024-08-07
0032022-01-01LAKEISHA JAMES2023-06-23
0032021-01-01MARTIN KLEFFNER2022-09-07
0032020-01-01MARTIN KLEFFNER2021-07-27
0032019-01-01MARTIN KLEFFNER2020-07-21
0032018-01-01MARTIN KLEFFNER2019-07-31
0032017-01-01MARTIN KLEFFNER2018-08-30 MARTIN KLEFFNER2018-08-30
0032016-01-01MARTIN KLEFFNER2017-07-18 MARTIN KLEFFNER2017-07-18
0032015-01-01MARTIN KLEFFNER2016-07-07 MARTIN KLEFFNER2016-07-07
0032014-01-01MARTIN KLEFFNER2015-09-17
0032013-01-01MARTIN KLEFFNER2014-06-24 MARTIN KLEFFNER2014-06-24
0032012-01-01MARTIN KLEFFNER2013-06-20 MARTIN KLEFFNER2013-06-20
0032011-01-01MARTIN KLEFFNER2012-08-09
0032010-01-01MARTIN KLEFFNER2011-05-26

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF NATIONAL ASSOCIATION OF AREA AGENCIES ON AGING, IN

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF NATIONAL ASSOCIATION OF AREA AGENCIES ON AGING, IN

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF NATIONAL ASSOCIATION OF AREA AGENCIES ON AGING, IN 2025 401k membership
Total number of particpants at beginning of year2025-07-0991
Total number of particpants at end of year2025-07-0997
Number of Participants With Account Balances2025-07-0992
2024: TAX DEFERRED ANNUITY PLAN OF NATIONAL ASSOCIATION OF AREA AGENCIES ON AGING, IN 2024 401k membership
Total number of particpants at beginning of year2024-08-0783
Total number of particpants at end of year2024-08-0791
Number of Participants With Account Balances2024-08-0787
2022: TAX DEFERRED ANNUITY PLAN OF NATIONAL ASSOCIATION OF AREA AGENCIES ON AGING, IN 2022 401k membership
Total number of particpants at beginning of year2022-09-0748
Total number of particpants at end of year2022-09-0761
Number of Participants With Account Balances2022-09-0750

Financial Data on TAX DEFERRED ANNUITY PLAN OF NATIONAL ASSOCIATION OF AREA AGENCIES ON AGING, IN

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF NATIONAL ASSOCIATION OF AREA AGENCIES ON AGING, IN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-090
Total liabilities as of the end of the plan year2025-07-090
Total liabilities as of the beginning of the plan year2025-07-090
Total expenses incurred by plan in this plan year2025-07-0991470
Net assets as of the end of the plan year2025-07-096501789
Total assets as of the beginning of the plan year2025-07-094770623
Value of plan covered by a fidelity bond2025-07-09485000
Participant contributions to plan in this plan year2025-07-09506807
Value of participant loans at end of plan year2025-07-0936546
Other expenses paid from plan in this plan year2025-07-090
Other contributions to plan in this plan year2025-07-09182309
Other income to plan in this plan year2025-07-09634914
Plan net income in this plan year2025-07-091731166
Net assets as of the end of the plan year2025-07-096501789
Net assets as of the beginning of the plan year2025-07-094770623
Employer contributions to plan in this plan year2025-07-09498606
Fees paid to broker by Benefit Provider2025-07-092578
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-09770
2024 : TAX DEFERRED ANNUITY PLAN OF NATIONAL ASSOCIATION OF AREA AGENCIES ON AGING, IN 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-070
Total liabilities as of the end of the plan year2024-08-070
Total liabilities as of the beginning of the plan year2024-08-070
Total expenses incurred by plan in this plan year2024-08-07267047
Net assets as of the end of the plan year2024-08-074770623
Total assets as of the beginning of the plan year2024-08-073524002
Value of plan covered by a fidelity bond2024-08-07485000
Participant contributions to plan in this plan year2024-08-07370732
Value of participant loans at end of plan year2024-08-0715320
Other expenses paid from plan in this plan year2024-08-070
Other contributions to plan in this plan year2024-08-07158000
Other income to plan in this plan year2024-08-07591679
Plan net income in this plan year2024-08-071246621
Net assets as of the end of the plan year2024-08-074770623
Net assets as of the beginning of the plan year2024-08-073524002
Employer contributions to plan in this plan year2024-08-07393257
Fees paid to broker by Benefit Provider2024-08-072045
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-07508
2022 : TAX DEFERRED ANNUITY PLAN OF NATIONAL ASSOCIATION OF AREA AGENCIES ON AGING, IN 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-070
Total liabilities as of the end of the plan year2022-09-070
Total liabilities as of the beginning of the plan year2022-09-070
Total expenses incurred by plan in this plan year2022-09-0747982
Net assets as of the end of the plan year2022-09-073265493
Total assets as of the beginning of the plan year2022-09-072389616
Value of plan covered by a fidelity bond2022-09-07485000
Participant contributions to plan in this plan year2022-09-07194666
Value of participant loans at end of plan year2022-09-076808
Other expenses paid from plan in this plan year2022-09-07240
Other contributions to plan in this plan year2022-09-0795964
Other income to plan in this plan year2022-09-07375452
Plan net income in this plan year2022-09-07875877
Net assets as of the end of the plan year2022-09-073265493
Net assets as of the beginning of the plan year2022-09-072389616
Employer contributions to plan in this plan year2022-09-07257777
Fees paid to broker by Benefit Provider2022-09-071862

Potentially related plans

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