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TAX DEFERRED ANNUITY PLAN OF NINILCHIK SENIOR CITIZENS, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF NINILCHIK SENIOR CITIZENS, INC.
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF NINILCHIK SENIOR CITIZENS, 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)(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

NINILCHIK SENIOR CITIZENS, INC. has sponsored the creation of one or more 401k plans.

Company Name:NINILCHIK SENIOR CITIZENS, INC.
Employer identification number (EIN):521323828
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF NINILCHIK SENIOR CITIZENS, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01TANDRA WALLACE2024-07-02
0022022-01-01TANDRA WALLACE2023-08-23
0022021-01-01TANDRA WALLACE2022-07-08
0022020-01-01TANDRA WALLACE2021-07-19
0022019-01-01TANDRA WALLACE2020-07-21
0022018-01-01TANDRA WALLACE2019-07-19
0022017-01-01JULIE OTTO2018-04-10 JULIE OTTO2018-04-10
0022016-01-01DIANNA SULLIVAN2017-03-28 DIANNA SULLIVAN2017-03-28
0022015-01-01SHELLI OGREN2016-07-06 SHELLI OGREN2016-07-06
0022013-01-01KATHRYN KENNEDY2014-06-05
0022012-01-01KATHRYN KENNEDY2013-06-26 KATHRYN KENNEDY2013-06-26
0022011-01-01KATHRYN KENNEDY2012-07-19 KATHRYN KENNEDY2012-07-19
0022010-01-01KATHRYN KENNEDY2011-07-13

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF NINILCHIK SENIOR CITIZENS, INC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF NINILCHIK SENIOR CITIZENS, INC.

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF NINILCHIK SENIOR CITIZENS, INC. 2025 401k membership
Total number of particpants at beginning of year2025-05-063
Total number of particpants at end of year2025-05-063
Number of Participants With Account Balances2025-05-063
2024: TAX DEFERRED ANNUITY PLAN OF NINILCHIK SENIOR CITIZENS, INC. 2024 401k membership
Total number of particpants at beginning of year2024-07-024
Total number of particpants at end of year2024-07-023
Number of Participants With Account Balances2024-07-023
2022: TAX DEFERRED ANNUITY PLAN OF NINILCHIK SENIOR CITIZENS, INC. 2022 401k membership
Total number of particpants at beginning of year2022-07-083
Total number of particpants at end of year2022-07-083
Number of Participants With Account Balances2022-07-083

Financial Data on TAX DEFERRED ANNUITY PLAN OF NINILCHIK SENIOR CITIZENS, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF NINILCHIK SENIOR CITIZENS, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-060
Total liabilities as of the end of the plan year2025-05-060
Total liabilities as of the beginning of the plan year2025-05-060
Total expenses incurred by plan in this plan year2025-05-0662
Net assets as of the end of the plan year2025-05-0628979
Total assets as of the beginning of the plan year2025-05-0626234
Value of plan covered by a fidelity bond2025-05-0610000
Participant contributions to plan in this plan year2025-05-061100
Other expenses paid from plan in this plan year2025-05-060
Other contributions to plan in this plan year2025-05-060
Other income to plan in this plan year2025-05-061707
Plan net income in this plan year2025-05-062745
Net assets as of the end of the plan year2025-05-0628979
Net assets as of the beginning of the plan year2025-05-0626234
Employer contributions to plan in this plan year2025-05-060
Fees paid to broker by Benefit Provider2025-05-061
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-0662
2024 : TAX DEFERRED ANNUITY PLAN OF NINILCHIK SENIOR CITIZENS, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-020
Total liabilities as of the end of the plan year2024-07-020
Total liabilities as of the beginning of the plan year2024-07-020
Total expenses incurred by plan in this plan year2024-07-021125
Net assets as of the end of the plan year2024-07-0226234
Total assets as of the beginning of the plan year2024-07-0224287
Value of plan covered by a fidelity bond2024-07-0210000
Participant contributions to plan in this plan year2024-07-021200
Other expenses paid from plan in this plan year2024-07-020
Other contributions to plan in this plan year2024-07-020
Other income to plan in this plan year2024-07-021872
Plan net income in this plan year2024-07-021947
Net assets as of the end of the plan year2024-07-0226234
Net assets as of the beginning of the plan year2024-07-0224287
Employer contributions to plan in this plan year2024-07-020
Fees paid to broker by Benefit Provider2024-07-026
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-0252
2022 : TAX DEFERRED ANNUITY PLAN OF NINILCHIK SENIOR CITIZENS, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-080
Total liabilities as of the end of the plan year2022-07-080
Total liabilities as of the beginning of the plan year2022-07-080
Total expenses incurred by plan in this plan year2022-07-0867
Net assets as of the end of the plan year2022-07-0825778
Total assets as of the beginning of the plan year2022-07-0822074
Value of plan covered by a fidelity bond2022-07-0810000
Participant contributions to plan in this plan year2022-07-081200
Other expenses paid from plan in this plan year2022-07-0867
Other contributions to plan in this plan year2022-07-080
Other income to plan in this plan year2022-07-082571
Plan net income in this plan year2022-07-083704
Net assets as of the end of the plan year2022-07-0825778
Net assets as of the beginning of the plan year2022-07-0822074
Employer contributions to plan in this plan year2022-07-080
Fees paid to broker by Benefit Provider2022-07-082

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