?>
Logo

TAX DEFERRED ANNUITY PLAN OF ARTS AND HUMANITIES COUNCIL OF MONTGOMERY COUNTY 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF ARTS AND HUMANITIES COUNCIL OF MONTGOMERY COUNTY
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF ARTS AND HUMANITIES COUNCIL OF MONTGOMERY COUNTY 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.
  • 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

ARTS AND HUMANITIES COUNCIL OF MONT GOMERY COUNTY has sponsored the creation of one or more 401k plans.

Company Name:ARTS AND HUMANITIES COUNCIL OF MONT GOMERY COUNTY
Employer identification number (EIN):521086825
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 ARTS AND HUMANITIES COUNCIL OF MONTGOMERY COUNTY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SUZAN JENKINS2024-07-22
0012022-01-01KAYE MCCALLY2023-10-13
0012021-01-01SUZAN JENKINS2022-10-12
0012020-01-01SUZAN JENKINS2021-07-20
0012019-01-01SUZAN JENKINS2020-07-22
0012018-01-01SUZAN JENKINS2019-07-25
0012017-01-01SUZAN JENKINS2018-07-19 SUZAN JENKINS2018-07-19
0012017-01-01SUZAN JENKINS2018-07-19 SUZAN JENKINS2018-07-19
0012016-01-01CHARLOTTE PATTERSON2017-07-13 CHARLOTTE PATTERSON2017-07-13
0012015-01-01CHARLOTTE PATTERSON2016-06-29 CHARLOTTE PATTERSON2016-06-29
0012014-01-01CHARLOTTE PATTERSON2015-07-16 CHARLOTTE PATTERSON2015-07-16
0012013-01-01CHARLOTTE PATTERSON2014-07-23 CHARLOTTE PATTERSON2014-07-23
0012012-01-01SUZAN E. JENKINS2013-07-16 SUZAN E JENKINS2013-07-16
0012011-01-01SUZAN E. JENKINS2012-07-25 SUZAN E. JENKINS2012-07-25
0012010-01-01SUZAN JENKINS2011-06-01 SUZAN JENKINS2011-06-01

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF ARTS AND HUMANITIES COUNCIL OF MONTGOMERY COUNTY

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF ARTS AND HUMANITIES COUNCIL OF MONTGOMERY COUNTY

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF ARTS AND HUMANITIES COUNCIL OF MONTGOMERY COUNTY 2025 401k membership
Total number of particpants at beginning of year2025-07-287
Total number of particpants at end of year2025-07-288
Number of Participants With Account Balances2025-07-286
2024: TAX DEFERRED ANNUITY PLAN OF ARTS AND HUMANITIES COUNCIL OF MONTGOMERY COUNTY 2024 401k membership
Total number of particpants at beginning of year2024-07-227
Total number of particpants at end of year2024-07-227
Number of Participants With Account Balances2024-07-227

Financial Data on TAX DEFERRED ANNUITY PLAN OF ARTS AND HUMANITIES COUNCIL OF MONTGOMERY COUNTY

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF ARTS AND HUMANITIES COUNCIL OF MONTGOMERY COUNTY 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-280
Total liabilities as of the end of the plan year2025-07-280
Total liabilities as of the beginning of the plan year2025-07-280
Total expenses incurred by plan in this plan year2025-07-28123876
Net assets as of the end of the plan year2025-07-28175752
Total assets as of the beginning of the plan year2025-07-28245180
Value of plan covered by a fidelity bond2025-07-2830000
Participant contributions to plan in this plan year2025-07-2834250
Other expenses paid from plan in this plan year2025-07-280
Other contributions to plan in this plan year2025-07-280
Other income to plan in this plan year2025-07-2820198
Plan net income in this plan year2025-07-28-69428
Net assets as of the end of the plan year2025-07-28175752
Net assets as of the beginning of the plan year2025-07-28245180
Employer contributions to plan in this plan year2025-07-280
Fees paid to broker by Benefit Provider2025-07-28149
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2836
2024 : TAX DEFERRED ANNUITY PLAN OF ARTS AND HUMANITIES COUNCIL OF MONTGOMERY COUNTY 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-220
Total liabilities as of the end of the plan year2024-07-220
Total liabilities as of the beginning of the plan year2024-07-220
Total expenses incurred by plan in this plan year2024-07-220
Net assets as of the end of the plan year2024-07-22245180
Total assets as of the beginning of the plan year2024-07-22171094
Value of plan covered by a fidelity bond2024-07-2230000
Participant contributions to plan in this plan year2024-07-2253318
Other expenses paid from plan in this plan year2024-07-220
Other contributions to plan in this plan year2024-07-220
Other income to plan in this plan year2024-07-2220768
Plan net income in this plan year2024-07-2274086
Net assets as of the end of the plan year2024-07-22245180
Net assets as of the beginning of the plan year2024-07-22171094
Employer contributions to plan in this plan year2024-07-220
Fees paid to broker by Benefit Provider2024-07-22109
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-220

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3