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TAX DEFERRED ANNUITY PLAN OF NEWBORN HOLISTIC MINISTRIES, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF NEWBORN HOLISTIC MINISTRIES, INC.
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF NEWBORN HOLISTIC MINISTRIES, 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

NEWBORN HOLISTIC MINISTRIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:NEWBORN HOLISTIC MINISTRIES, INC.
Employer identification number (EIN):522002294
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 NEWBORN HOLISTIC MINISTRIES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TODD MARCUS2024-07-10
0012022-01-01TODD MARCUS2023-07-27
0012021-01-01TODD MARCUS2022-05-09
0012020-01-01TODD MARCUS2021-02-23
0012019-01-01TODD MARCUS2020-07-16
0012018-01-01TODD MARCUS2019-08-08
0012017-01-01TODD MARCUS2018-07-11 TODD MARCUS2018-07-11
0012016-01-01TODD MARCUS2017-05-24 TODD MARCUS2017-05-24
0012015-01-01TODD MARCUS2016-06-09 TODD MARCUS2016-06-09
0012014-01-01TODD MARCUS2015-07-28
0012013-01-01TODD MARCUS2014-06-16
0012012-01-01TODD MARCUS2013-06-19
0012011-01-01TODD MARCUS2012-05-17

Financial Data on TAX DEFERRED ANNUITY PLAN OF NEWBORN HOLISTIC MINISTRIES, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF NEWBORN HOLISTIC MINISTRIES, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-020
Total liabilities as of the end of the plan year2025-07-020
Total liabilities as of the beginning of the plan year2025-07-020
Total expenses incurred by plan in this plan year2025-07-0213
Net assets as of the end of the plan year2025-07-02100131
Total assets as of the beginning of the plan year2025-07-0283535
Value of plan covered by a fidelity bond2025-07-0210000
Participant contributions to plan in this plan year2025-07-025794
Other expenses paid from plan in this plan year2025-07-020
Other contributions to plan in this plan year2025-07-020
Other income to plan in this plan year2025-07-0210815
Plan net income in this plan year2025-07-0216596
Net assets as of the end of the plan year2025-07-02100131
Net assets as of the beginning of the plan year2025-07-0283535
Employer contributions to plan in this plan year2025-07-020
Fees paid to broker by Benefit Provider2025-07-0215
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-0213
2024 : TAX DEFERRED ANNUITY PLAN OF NEWBORN HOLISTIC MINISTRIES, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-100
Total liabilities as of the end of the plan year2024-07-100
Total liabilities as of the beginning of the plan year2024-07-100
Total expenses incurred by plan in this plan year2024-07-100
Net assets as of the end of the plan year2024-07-1083535
Total assets as of the beginning of the plan year2024-07-1066426
Value of plan covered by a fidelity bond2024-07-1010000
Participant contributions to plan in this plan year2024-07-105200
Other expenses paid from plan in this plan year2024-07-100
Other contributions to plan in this plan year2024-07-100
Other income to plan in this plan year2024-07-1011909
Plan net income in this plan year2024-07-1017109
Net assets as of the end of the plan year2024-07-1083535
Net assets as of the beginning of the plan year2024-07-1066426
Employer contributions to plan in this plan year2024-07-100
Fees paid to broker by Benefit Provider2024-07-1014
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-100
2022 : TAX DEFERRED ANNUITY PLAN OF NEWBORN HOLISTIC MINISTRIES, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-090
Total liabilities as of the end of the plan year2022-05-090
Total liabilities as of the beginning of the plan year2022-05-090
Total expenses incurred by plan in this plan year2022-05-090
Net assets as of the end of the plan year2022-05-0973802
Total assets as of the beginning of the plan year2022-05-0957942
Value of plan covered by a fidelity bond2022-05-09100000
Participant contributions to plan in this plan year2022-05-095000
Other expenses paid from plan in this plan year2022-05-090
Other contributions to plan in this plan year2022-05-090
Other income to plan in this plan year2022-05-0910860
Plan net income in this plan year2022-05-0915860
Net assets as of the end of the plan year2022-05-0973802
Net assets as of the beginning of the plan year2022-05-0957942
Employer contributions to plan in this plan year2022-05-090
Fees paid to broker by Benefit Provider2022-05-0916

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