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TAX SHELTERED ANNUITY PLAN OF THE FRANCE-MERRICK FOUNDATION, INC. 401k Plan overview

Plan NameTAX SHELTERED ANNUITY PLAN OF THE FRANCE-MERRICK FOUNDATION, INC.
Plan identification number 001

TAX SHELTERED ANNUITY PLAN OF THE FRANCE-MERRICK FOUNDATION, 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.
  • 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.
  • 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

THE FRANCE-MERRICK FOUNDATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE FRANCE-MERRICK FOUNDATION, INC.
Employer identification number (EIN):526072964
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 SHELTERED ANNUITY PLAN OF THE FRANCE-MERRICK FOUNDATION, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KEN RUTHERFORD2024-07-17 KEN RUTHERFORD2024-07-17
0012022-01-01KEN RUTHERFORD2023-07-20
0012021-01-01ROSANNE DIFONZO2022-07-28
0012020-01-01DANIEL R. REDFIELD2021-06-08
0012018-01-01ROSANNE DIFONZO2019-08-06 ROSANNE DIFONZO2019-08-06
0012017-01-01ROSANNE DIFONZO2018-07-25 ROSANNE DIFONZO2018-07-25
0012016-01-01ROSANNE DIFONZO2017-08-23
0012015-01-01ROSANNE DIFONZO2016-03-29
0012013-01-01ROSANNE DIFONZO2014-07-29
0012012-01-01ROSANNE DIFONZO2013-07-22
0012011-01-01ROSANNE DIFONZO2012-07-12
0012010-01-01ROSANNE DIFONZO2011-07-21

Plan Statistics for TAX SHELTERED ANNUITY PLAN OF THE FRANCE-MERRICK FOUNDATION, INC.

401k plan membership statisitcs for TAX SHELTERED ANNUITY PLAN OF THE FRANCE-MERRICK FOUNDATION, INC.

Measure Date Value
2025: TAX SHELTERED ANNUITY PLAN OF THE FRANCE-MERRICK FOUNDATION, INC. 2025 401k membership
Total number of particpants at beginning of year2025-04-299
Total number of particpants at end of year2025-04-298
Number of Participants With Account Balances2025-04-298
2024: TAX SHELTERED ANNUITY PLAN OF THE FRANCE-MERRICK FOUNDATION, INC. 2024 401k membership
Total number of particpants at beginning of year2024-07-178
Total number of particpants at end of year2024-07-179
Number of Participants With Account Balances2024-07-179

Financial Data on TAX SHELTERED ANNUITY PLAN OF THE FRANCE-MERRICK FOUNDATION, INC.

Measure Date Value
2025 : TAX SHELTERED ANNUITY PLAN OF THE FRANCE-MERRICK FOUNDATION, INC. 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-04-290
Total expenses incurred by plan in this plan year2025-04-29221
Net assets as of the end of the plan year2025-04-291378923
Total assets as of the beginning of the plan year2025-04-291024069
Value of plan covered by a fidelity bond2025-04-29250000
Participant contributions to plan in this plan year2025-04-29104572
Other income to plan in this plan year2025-04-29193433
Plan net income in this plan year2025-04-29354854
Net assets as of the end of the plan year2025-04-291378923
Net assets as of the beginning of the plan year2025-04-291024069
Employer contributions to plan in this plan year2025-04-2957070
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-290
2024 : TAX SHELTERED ANNUITY PLAN OF THE FRANCE-MERRICK FOUNDATION, INC. 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-07-170
Total expenses incurred by plan in this plan year2024-07-17168656
Net assets as of the end of the plan year2024-07-171024069
Total assets as of the beginning of the plan year2024-07-17842714
Value of plan covered by a fidelity bond2024-07-17250000
Participant contributions to plan in this plan year2024-07-17113277
Other income to plan in this plan year2024-07-17183859
Plan net income in this plan year2024-07-17181355
Net assets as of the end of the plan year2024-07-171024069
Net assets as of the beginning of the plan year2024-07-17842714
Employer contributions to plan in this plan year2024-07-1752875
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-171525

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