| Plan Name | THE MARSHALL LEGACY INSTITUTE TAX DEFERRED ANNUITY PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | THE MARSHALL LEGACY INSTITUTE |
| Employer identification number (EIN): | 541853093 |
| NAIC Classification: | 813000 |
| NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about THE MARSHALL LEGACY INSTITUTE
| Jurisdiction of Incorporation: | Virginia Secretary of State |
| Incorporation Date: | 1997-11-25 |
| Company Identification Number: | F131757 |
| Legal Registered Office Address: |
2425 WILSON BLVD STE 240 ARLINGTON United States of America (USA) 22201 |
More information about THE MARSHALL LEGACY INSTITUTE
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-09-01 | ||||
| 002 | 2023-09-01 | TANYA TARASOVA | |||
| 002 | 2022-09-01 | ||||
| 002 | 2022-09-01 | TANYA TARASOVA | |||
| 002 | 2021-09-01 | ||||
| 002 | 2021-09-01 | TANYA TARASOVA | |||
| 002 | 2020-09-01 | ||||
| 002 | 2019-09-01 | ||||
| 002 | 2018-09-01 | ||||
| 002 | 2017-09-01 | PERRY BALTIMORE | PERRY BALTIMORE | 2018-12-27 | |
| 002 | 2016-09-01 | PERRY BALTIMORE | PERRY BALTIMORE | 2017-11-17 | |
| 002 | 2015-09-01 | PERRY BALTIMORE | PERRY BALTIMORE | 2016-11-22 | |
| 002 | 2014-09-01 | PERRY BALTIMORE | PERRY BALTIMORE | 2015-12-14 | |
| 002 | 2013-09-01 | PERRY BALTIMORE | PERRY BALTIMORE | 2014-12-02 | |
| 002 | 2012-09-01 | PERRY BALTIMORE | PERRY BALTIMORE | 2013-12-16 | |
| 002 | 2011-09-01 | PERRY BALTIMORE | |||
| 002 | 2009-09-01 | PERRY BALTIMORE | |||
| 002 | 2008-09-01 | PERRY BALTIMORE | |||
| 002 | 2007-09-01 | PERRY BALTIMORE | |||
| 002 | 2007-09-01 | PERRY BALTIMORE | |||
| 002 | 2006-09-01 | PERRY BALTIMORE | |||
| 002 | 2006-09-01 | PERRY BALTIMORE |
| 2023: THE MARSHALL LEGACY INSTITUTE TAX DEFERRED ANNUITY PLAN 2023 form 5500 responses | ||
|---|---|---|
| 2023-09-01 | Type of plan entity | Single employer plan |
| 2023-09-01 | Submission has been amended | No |
| 2023-09-01 | This submission is the final filing | No |
| 2023-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-09-01 | Plan is a collectively bargained plan | No |
| 2023-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2023-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2022: THE MARSHALL LEGACY INSTITUTE TAX DEFERRED ANNUITY PLAN 2022 form 5500 responses | ||
| 2022-09-01 | Type of plan entity | Single employer plan |
| 2022-09-01 | Submission has been amended | No |
| 2022-09-01 | This submission is the final filing | No |
| 2022-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-09-01 | Plan is a collectively bargained plan | No |
| 2022-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2021: THE MARSHALL LEGACY INSTITUTE TAX DEFERRED ANNUITY PLAN 2021 form 5500 responses | ||
| 2021-09-01 | Type of plan entity | Single employer plan |
| 2021-09-01 | Submission has been amended | No |
| 2021-09-01 | This submission is the final filing | No |
| 2021-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-09-01 | Plan is a collectively bargained plan | No |
| 2021-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2020: THE MARSHALL LEGACY INSTITUTE TAX DEFERRED ANNUITY PLAN 2020 form 5500 responses | ||
| 2020-09-01 | Type of plan entity | Single employer plan |
| 2020-09-01 | Submission has been amended | No |
| 2020-09-01 | This submission is the final filing | No |
| 2020-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-09-01 | Plan is a collectively bargained plan | No |
| 2020-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2019: THE MARSHALL LEGACY INSTITUTE TAX DEFERRED ANNUITY PLAN 2019 form 5500 responses | ||
| 2019-09-01 | Type of plan entity | Single employer plan |
| 2019-09-01 | Submission has been amended | No |
| 2019-09-01 | This submission is the final filing | No |
| 2019-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-09-01 | Plan is a collectively bargained plan | No |
| 2019-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-09-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2019-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2018: THE MARSHALL LEGACY INSTITUTE TAX DEFERRED ANNUITY PLAN 2018 form 5500 responses | ||
| 2018-09-01 | Type of plan entity | Single employer plan |
| 2018-09-01 | Submission has been amended | No |
| 2018-09-01 | This submission is the final filing | No |
| 2018-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-09-01 | Plan is a collectively bargained plan | No |
| 2018-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2018-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2017: THE MARSHALL LEGACY INSTITUTE TAX DEFERRED ANNUITY PLAN 2017 form 5500 responses | ||
| 2017-09-01 | Type of plan entity | Single employer plan |
| 2017-09-01 | Submission has been amended | No |
| 2017-09-01 | This submission is the final filing | No |
| 2017-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-09-01 | Plan is a collectively bargained plan | No |
| 2017-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2017-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2016: THE MARSHALL LEGACY INSTITUTE TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses | ||
| 2016-09-01 | Type of plan entity | Single employer plan |
| 2016-09-01 | Submission has been amended | No |
| 2016-09-01 | This submission is the final filing | No |
| 2016-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-09-01 | Plan is a collectively bargained plan | No |
| 2016-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2016-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2015: THE MARSHALL LEGACY INSTITUTE TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses | ||
| 2015-09-01 | Type of plan entity | Single employer plan |
| 2015-09-01 | Submission has been amended | No |
| 2015-09-01 | This submission is the final filing | No |
| 2015-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-09-01 | Plan is a collectively bargained plan | No |
| 2015-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2015-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2014: THE MARSHALL LEGACY INSTITUTE TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses | ||
| 2014-09-01 | Type of plan entity | Single employer plan |
| 2014-09-01 | Submission has been amended | No |
| 2014-09-01 | This submission is the final filing | No |
| 2014-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-09-01 | Plan is a collectively bargained plan | No |
| 2014-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2014-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2013: THE MARSHALL LEGACY INSTITUTE TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses | ||
| 2013-09-01 | Type of plan entity | Single employer plan |
| 2013-09-01 | Submission has been amended | No |
| 2013-09-01 | This submission is the final filing | No |
| 2013-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-09-01 | Plan is a collectively bargained plan | No |
| 2013-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2013-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2012: THE MARSHALL LEGACY INSTITUTE TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses | ||
| 2012-09-01 | Type of plan entity | Single employer plan |
| 2012-09-01 | Submission has been amended | No |
| 2012-09-01 | This submission is the final filing | No |
| 2012-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-09-01 | Plan is a collectively bargained plan | No |
| 2012-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2012-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: THE MARSHALL LEGACY INSTITUTE TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses | ||
| 2011-09-01 | Type of plan entity | Single employer plan |
| 2011-09-01 | Submission has been amended | No |
| 2011-09-01 | This submission is the final filing | No |
| 2011-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-09-01 | Plan is a collectively bargained plan | No |
| 2011-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2011-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: THE MARSHALL LEGACY INSTITUTE TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses | ||
| 2009-09-01 | Type of plan entity | Single employer plan |
| 2009-09-01 | Submission has been amended | No |
| 2009-09-01 | This submission is the final filing | No |
| 2009-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-09-01 | Plan is a collectively bargained plan | No |
| 2009-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2009-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2008: THE MARSHALL LEGACY INSTITUTE TAX DEFERRED ANNUITY PLAN 2008 form 5500 responses | ||
| 2008-09-01 | Type of plan entity | Single employer plan |
| 2008-09-01 | Submission has been amended | No |
| 2008-09-01 | This submission is the final filing | No |
| 2008-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-09-01 | Plan is a collectively bargained plan | No |
| 2007: THE MARSHALL LEGACY INSTITUTE TAX DEFERRED ANNUITY PLAN 2007 form 5500 responses | ||
| 2007-09-01 | Type of plan entity | Single employer plan |
| 2007-09-01 | Submission has been amended | No |
| 2007-09-01 | This submission is the final filing | No |
| 2007-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-09-01 | Plan is a collectively bargained plan | No |
| 2006: THE MARSHALL LEGACY INSTITUTE TAX DEFERRED ANNUITY PLAN 2006 form 5500 responses | ||
| 2006-09-01 | Type of plan entity | Single employer plan |
| 2006-09-01 | Submission has been amended | Yes |
| 2006-09-01 | This submission is the final filing | No |
| 2006-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2006-09-01 | Plan is a collectively bargained plan | No |