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TAX DEFERRED ANNUITY PLAN OF NATIONAL FOUNDATION FOR CREDIT COUNSELING, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF NATIONAL FOUNDATION FOR CREDIT COUNSELING, INC.
Plan identification number 004

TAX DEFERRED ANNUITY PLAN OF NATIONAL FOUNDATION FOR CREDIT COUNSELING, 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.
  • 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

NATIONAL FOUNDATION FOR CREDIT COUN SELING, INC. has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL FOUNDATION FOR CREDIT COUN SELING, INC.
Employer identification number (EIN):530132493
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 NATIONAL FOUNDATION FOR CREDIT COUNSELING, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01
0042016-01-01DEBRA ADLIS2017-06-30 DEBRA ADLIS2017-06-30
0042015-01-01DEBRA ADLIS2016-06-30 DEBRA ADLIS2016-06-30
0042014-01-01DEBRA ADLIS2015-10-07 DEBRA ADLIS2015-10-07
0042013-01-01DEBRA ADLIS2014-07-24 DEBRA ADLIS2014-07-24
0042012-01-01DEBRA ADLIS2013-06-26 DEBRA ADLIS2013-06-26
0042011-01-01DENIS RUSSELL2012-08-06 DENIS RUSSELL2012-08-06
0042010-01-01DENIS RUSSELL2011-05-18

Financial Data on TAX DEFERRED ANNUITY PLAN OF NATIONAL FOUNDATION FOR CREDIT COUNSELING, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF NATIONAL FOUNDATION FOR CREDIT COUNSELING, INC. 2025 401k financial data
Total liabilities as of the end of the plan year2025-06-190
Total expenses incurred by plan in this plan year2025-06-19253171
Net assets as of the end of the plan year2025-06-193165437
Total assets as of the beginning of the plan year2025-06-192800827
Value of plan covered by a fidelity bond2025-06-191000000
Participant contributions to plan in this plan year2025-06-19201819
Value of participant loans at end of plan year2025-06-1942382
Other expenses paid from plan in this plan year2025-06-190
Other contributions to plan in this plan year2025-06-190
Other income to plan in this plan year2025-06-19262623
Plan net income in this plan year2025-06-19364610
Net assets as of the end of the plan year2025-06-193165437
Net assets as of the beginning of the plan year2025-06-192800827
Employer contributions to plan in this plan year2025-06-19153339
Fees paid to broker by Benefit Provider2025-06-19145
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-197950
2024 : TAX DEFERRED ANNUITY PLAN OF NATIONAL FOUNDATION FOR CREDIT COUNSELING, INC. 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-24716018
Net assets as of the end of the plan year2024-07-242800827
Total assets as of the beginning of the plan year2024-07-242771577
Value of plan covered by a fidelity bond2024-07-241000000
Participant contributions to plan in this plan year2024-07-24210338
Value of participant loans at end of plan year2024-07-2437062
Other income to plan in this plan year2024-07-24403139
Plan net income in this plan year2024-07-2429250
Net assets as of the end of the plan year2024-07-242800827
Net assets as of the beginning of the plan year2024-07-242771577
Employer contributions to plan in this plan year2024-07-24131791
Fees paid to broker by Benefit Provider2024-07-24240
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-247416
2022 : TAX DEFERRED ANNUITY PLAN OF NATIONAL FOUNDATION FOR CREDIT COUNSELING, INC. 2022 401k financial data
Total expenses incurred by plan in this plan year2022-04-2639245
Net assets as of the end of the plan year2022-04-263181855
Total assets as of the beginning of the plan year2022-04-262563539
Value of plan covered by a fidelity bond2022-04-261000000
Participant contributions to plan in this plan year2022-04-26199913
Value of participant loans at end of plan year2022-04-26288
Other contributions to plan in this plan year2022-04-263005
Other income to plan in this plan year2022-04-26317632
Plan net income in this plan year2022-04-26618316
Net assets as of the end of the plan year2022-04-263181855
Net assets as of the beginning of the plan year2022-04-262563539
Employer contributions to plan in this plan year2022-04-26137011
Fees paid to broker by Benefit Provider2022-04-26156
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-267253

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