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INSTITUTE FOR CONSERVATION LEADERSHIP TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameINSTITUTE FOR CONSERVATION LEADERSHIP TAX DEFERRED ANNUITY PLAN
Plan identification number 001

INSTITUTE FOR CONSERVATION LEADERSHIP TAX DEFERRED ANNUITY PLAN 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.
  • 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.
  • 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

INSTITUTE FOR CONSERVATION LEADERSHIP has sponsored the creation of one or more 401k plans.

Company Name:INSTITUTE FOR CONSERVATION LEADERSHIP
Employer identification number (EIN):521708211
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INSTITUTE FOR CONSERVATION LEADERSHIP TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DIANNE RUSSELL2024-10-08
0012022-01-01DIANNE RUSSELL2023-03-14
0012021-01-01DIANNE RUSSELL2022-10-17
0012020-01-01SHAYDRA ROBINSON2021-09-03
0012019-01-01SHAYDRA ROBINSON2020-10-09
0012018-01-01JOSHUA HALKO2019-03-20
0012018-01-01JOSHUA HALKO2019-03-20
0012017-01-01JOSHUA HALKO2018-10-03
0012016-01-01DIANNE RUSSELL2017-10-01
0012015-01-01KURT THOMPSON2016-10-17
0012014-01-01DIANNE RUSSELL2015-10-14
0012013-01-01DIANNE RUSSELL2014-10-11
0012012-01-01MARGARET BOND2013-03-26
0012011-01-01MARGARET BOND2012-07-10
0012010-01-01MARGARET BOND2011-09-06
0012009-01-01MARGARET BOND

Financial Data on INSTITUTE FOR CONSERVATION LEADERSHIP TAX DEFERRED ANNUITY PLAN

Measure Date Value
2025 : INSTITUTE FOR CONSERVATION LEADERSHIP TAX DEFERRED ANNUITY PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-2626520
Net assets as of the end of the plan year2025-09-261047905
Total assets as of the beginning of the plan year2025-09-26865042
Value of plan covered by a fidelity bond2025-09-2672372
Participant contributions to plan in this plan year2025-09-2664645
Other expenses paid from plan in this plan year2025-09-26265
Other income to plan in this plan year2025-09-26114414
Plan net income in this plan year2025-09-26182863
Net assets as of the end of the plan year2025-09-261047905
Net assets as of the beginning of the plan year2025-09-26865042
Employer contributions to plan in this plan year2025-09-2630324
Fees paid to broker by Benefit Provider2025-09-263193
2024 : INSTITUTE FOR CONSERVATION LEADERSHIP TAX DEFERRED ANNUITY PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-081595
Net assets as of the end of the plan year2024-10-08865042
Total assets as of the beginning of the plan year2024-10-08666539
Value of plan covered by a fidelity bond2024-10-0872372
Participant contributions to plan in this plan year2024-10-0853271
Other expenses paid from plan in this plan year2024-10-08278
Other income to plan in this plan year2024-10-08106393
Plan net income in this plan year2024-10-08198503
Net assets as of the end of the plan year2024-10-08865042
Net assets as of the beginning of the plan year2024-10-08666539
Employer contributions to plan in this plan year2024-10-0840434
Fees paid to broker by Benefit Provider2024-10-082540
2022 : INSTITUTE FOR CONSERVATION LEADERSHIP TAX DEFERRED ANNUITY PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-17178
Net assets as of the end of the plan year2022-10-17737218
Total assets as of the beginning of the plan year2022-10-17617914
Value of plan covered by a fidelity bond2022-10-1772372
Participant contributions to plan in this plan year2022-10-1735934
Other expenses paid from plan in this plan year2022-10-17178
Other income to plan in this plan year2022-10-1754848
Plan net income in this plan year2022-10-17119304
Net assets as of the end of the plan year2022-10-17737218
Net assets as of the beginning of the plan year2022-10-17617914
Employer contributions to plan in this plan year2022-10-1728700
Fees paid to broker by Benefit Provider2022-10-172286

Form 5500 Responses for INSTITUTE FOR CONSERVATION LEADERSHIP TAX DEFERRED ANNUITY PLAN

2009: INSTITUTE FOR CONSERVATION LEADERSHIP TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

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