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TAX DEFERRED ANNUITY PLAN OF IRVINE NATURAL SCIENCE CENTER, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF IRVINE NATURAL SCIENCE CENTER, INC.
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF IRVINE NATURAL SCIENCE CENTER, 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

IRVINE NATURAL SCIENCE CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:IRVINE NATURAL SCIENCE CENTER, INC.
Employer identification number (EIN):521231286
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF IRVINE NATURAL SCIENCE CENTER, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ANDREA BURCH2024-07-23
0012022-01-01ANDREA BURCH2023-10-02
0012021-01-01JENSEN HUFNAGEL2022-07-12
0012020-01-01JENSEN HUFNAGEL2021-05-19
0012018-01-01JENSEN HUFNAGEL2019-07-11
0012017-01-01AINSLEY BEARDWOOD2018-06-12 AINSLEY BEARDWOOD2018-06-12
0012016-01-01CATHY ROSE2017-05-08 CATHY ROSE2017-05-08
0012015-01-01CATHY ROSE2016-07-28 CATHY ROSE2016-07-28
0012014-01-01ANNE RIEPE2015-05-27
0012013-01-01DORIA WIEDEL2014-07-23 DORIA WIEDEL2014-07-23
0012012-01-01DORIA WIEDEL2013-06-24
0012011-01-01DORIA WIEDEL2012-06-06
0012010-01-01DORIA WIEDEL2011-07-27

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF IRVINE NATURAL SCIENCE CENTER, INC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF IRVINE NATURAL SCIENCE CENTER, INC.

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF IRVINE NATURAL SCIENCE CENTER, INC. 2025 401k membership
Total number of particpants at beginning of year2025-05-0590
Total number of particpants at end of year2025-05-05112
Number of Participants With Account Balances2025-05-0537
2024: TAX DEFERRED ANNUITY PLAN OF IRVINE NATURAL SCIENCE CENTER, INC. 2024 401k membership
Total number of particpants at beginning of year2024-07-2367
Total number of particpants at end of year2024-07-2379
Number of Participants With Account Balances2024-07-2337
2022: TAX DEFERRED ANNUITY PLAN OF IRVINE NATURAL SCIENCE CENTER, INC. 2022 401k membership
Total number of particpants at beginning of year2022-07-1228
Total number of particpants at end of year2022-07-1232
Number of Participants With Account Balances2022-07-1232

Financial Data on TAX DEFERRED ANNUITY PLAN OF IRVINE NATURAL SCIENCE CENTER, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF IRVINE NATURAL SCIENCE CENTER, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-050
Total liabilities as of the end of the plan year2025-05-050
Total liabilities as of the beginning of the plan year2025-05-050
Total expenses incurred by plan in this plan year2025-05-05104214
Net assets as of the end of the plan year2025-05-05889003
Total assets as of the beginning of the plan year2025-05-05572208
Value of plan covered by a fidelity bond2025-05-0553635
Participant contributions to plan in this plan year2025-05-0547433
Other expenses paid from plan in this plan year2025-05-050
Other contributions to plan in this plan year2025-05-05254112
Other income to plan in this plan year2025-05-0598534
Plan net income in this plan year2025-05-05316795
Net assets as of the end of the plan year2025-05-05889003
Net assets as of the beginning of the plan year2025-05-05572208
Employer contributions to plan in this plan year2025-05-0520930
Fees paid to broker by Benefit Provider2025-05-05140
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-05334
2024 : TAX DEFERRED ANNUITY PLAN OF IRVINE NATURAL SCIENCE CENTER, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-230
Total liabilities as of the end of the plan year2024-07-230
Total liabilities as of the beginning of the plan year2024-07-230
Total expenses incurred by plan in this plan year2024-07-23111
Net assets as of the end of the plan year2024-07-23572208
Total assets as of the beginning of the plan year2024-07-23453104
Value of plan covered by a fidelity bond2024-07-2353635
Participant contributions to plan in this plan year2024-07-2333199
Other expenses paid from plan in this plan year2024-07-230
Other contributions to plan in this plan year2024-07-230
Other income to plan in this plan year2024-07-2369157
Plan net income in this plan year2024-07-23119104
Net assets as of the end of the plan year2024-07-23572208
Net assets as of the beginning of the plan year2024-07-23453104
Employer contributions to plan in this plan year2024-07-2316859
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-23111
2022 : TAX DEFERRED ANNUITY PLAN OF IRVINE NATURAL SCIENCE CENTER, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-120
Total liabilities as of the end of the plan year2022-07-120
Total liabilities as of the beginning of the plan year2022-07-120
Total expenses incurred by plan in this plan year2022-07-12123885
Net assets as of the end of the plan year2022-07-12536345
Total assets as of the beginning of the plan year2022-07-12544645
Value of plan covered by a fidelity bond2022-07-1290000
Participant contributions to plan in this plan year2022-07-1228052
Value of participant loans at end of plan year2022-07-122516
Other expenses paid from plan in this plan year2022-07-12264
Other contributions to plan in this plan year2022-07-120
Other income to plan in this plan year2022-07-1272197
Plan net income in this plan year2022-07-12-8300
Net assets as of the end of the plan year2022-07-12536345
Net assets as of the beginning of the plan year2022-07-12544645
Employer contributions to plan in this plan year2022-07-1215336
Fees paid to broker by Benefit Provider2022-07-12215

Potentially related plans

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