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TAX DEFERRED ANNUITY PLAN OF LITERACY NEW JERSEY, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF LITERACY NEW JERSEY, INC.
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF LITERACY NEW JERSEY, INC. 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)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock 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.

401k Sponsoring company profile

LITERACY NEW JERSEY INC has sponsored the creation of one or more 401k plans.

Company Name:LITERACY NEW JERSEY INC
Employer identification number (EIN):521146384
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 LITERACY NEW JERSEY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ELIZABETH GLOEGGLER2024-10-01
0012022-01-01ELIZABETH GLOEGGLER2023-11-15
0012021-01-01ELIZABETH GLOEGGLER2022-05-19
0012020-01-01ELIZABETH GLOEGGLER2021-06-29
0012020-01-01ELIZABETH GLOEGGLER2021-06-09
0012020-01-01ELIZABETH GLOEGGLER2021-06-28
0012019-01-01ELIZABETH GLOEGGLER2020-09-30
0012018-01-01ELIZABETH GLOEGGLER2019-10-08
0012017-01-01ELIZABETH GLOEGGLER2018-07-23 ELIZABETH GLOEGGLER2018-07-23
0012016-01-01ELIZABETH GLOEGGLER2017-10-16 ELIZABETH GLOEGGLER2017-10-16
0012015-01-01ELIZABETH GLOEGGLER2016-07-20 ELIZABETH GLOEGGLER2016-07-20
0012014-01-01ELIZABETH GLOEGGLER2015-06-30

Financial Data on TAX DEFERRED ANNUITY PLAN OF LITERACY NEW JERSEY, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF LITERACY NEW JERSEY, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-210
Total liabilities as of the end of the plan year2025-05-210
Total liabilities as of the beginning of the plan year2025-05-210
Total expenses incurred by plan in this plan year2025-05-2119892
Net assets as of the end of the plan year2025-05-21665525
Total assets as of the beginning of the plan year2025-05-21457816
Value of plan covered by a fidelity bond2025-05-21300000
Participant contributions to plan in this plan year2025-05-21150724
Other expenses paid from plan in this plan year2025-05-210
Other contributions to plan in this plan year2025-05-2117395
Other income to plan in this plan year2025-05-2159482
Plan net income in this plan year2025-05-21207709
Net assets as of the end of the plan year2025-05-21665525
Net assets as of the beginning of the plan year2025-05-21457816
Employer contributions to plan in this plan year2025-05-210
Fees paid to broker by Benefit Provider2025-05-21340
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-21153
2024 : TAX DEFERRED ANNUITY PLAN OF LITERACY NEW JERSEY, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-010
Total liabilities as of the end of the plan year2024-10-010
Total liabilities as of the beginning of the plan year2024-10-010
Total expenses incurred by plan in this plan year2024-10-01129
Net assets as of the end of the plan year2024-10-01457816
Total assets as of the beginning of the plan year2024-10-01285777
Value of plan covered by a fidelity bond2024-10-01300000
Participant contributions to plan in this plan year2024-10-01117940
Other expenses paid from plan in this plan year2024-10-010
Other contributions to plan in this plan year2024-10-010
Other income to plan in this plan year2024-10-0154228
Plan net income in this plan year2024-10-01172039
Net assets as of the end of the plan year2024-10-01457816
Net assets as of the beginning of the plan year2024-10-01285777
Employer contributions to plan in this plan year2024-10-010
Fees paid to broker by Benefit Provider2024-10-01129
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-01129
2022 : TAX DEFERRED ANNUITY PLAN OF LITERACY NEW JERSEY, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-190
Total liabilities as of the end of the plan year2022-05-190
Total liabilities as of the beginning of the plan year2022-05-190
Total expenses incurred by plan in this plan year2022-05-190
Net assets as of the end of the plan year2022-05-19269805
Total assets as of the beginning of the plan year2022-05-19179056
Value of plan covered by a fidelity bond2022-05-19300000
Participant contributions to plan in this plan year2022-05-1957230
Other expenses paid from plan in this plan year2022-05-190
Other contributions to plan in this plan year2022-05-190
Other income to plan in this plan year2022-05-1933519
Plan net income in this plan year2022-05-1990749
Net assets as of the end of the plan year2022-05-19269805
Net assets as of the beginning of the plan year2022-05-19179056
Employer contributions to plan in this plan year2022-05-190
Fees paid to broker by Benefit Provider2022-05-19121

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