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TAX DEFERRED ANNUITY PLAN OF JOHN C. CAMPBELL FOLK SCHOOL 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF JOHN C. CAMPBELL FOLK SCHOOL
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF JOHN C. CAMPBELL FOLK SCHOOL 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

JOHN C. CAMPBELL FOLK SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:JOHN C. CAMPBELL FOLK SCHOOL
Employer identification number (EIN):560552780
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF JOHN C. CAMPBELL FOLK SCHOOL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01STEPHEN ANGEL2024-07-25
0022022-01-01STEPHEN ANGEL2023-09-06
0022021-01-01STEPHEN ANGEL2022-11-02
0022021-01-01STEPHEN ANGEL2022-11-02
0022018-01-01STEPHEN ANGEL2019-10-08
0022017-01-01STEPHAN ANGEL2018-06-12 STEPHAN ANGEL2018-06-12
0022016-01-01MARIANNE O. HATCHETT2017-07-27 MARIANNE O. HATCHETT2017-07-27
0022015-01-01MARIANNE O. HATCHETT2016-07-14 MARIANNE O. HATCHETT2016-07-14
0022014-01-01MARIANNE O. HATCHETT2015-05-05 MARIANNE O. HATCHETT2015-05-05
0022013-01-01MARIANNE O. HATCHETT2014-07-17 MARIANNE O. HATCHETT2014-07-17
0022012-01-01MARIANNE O. HATCHETT2013-07-11 MARIANNE O. HATCHETT2013-07-11
0022011-01-01MARIANNE O. HATCHETT2012-07-19 MARIANNE O. HATCHETT2012-07-19
0022010-01-01MARIANNE O. HATCHETT2011-07-29 MARIANNE O. HATCHETT2011-07-29

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF JOHN C. CAMPBELL FOLK SCHOOL

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF JOHN C. CAMPBELL FOLK SCHOOL

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF JOHN C. CAMPBELL FOLK SCHOOL 2025 401k membership
Total number of particpants at beginning of year2025-10-155
Total number of particpants at end of year2025-10-155
Number of Participants With Account Balances2025-10-155
2024: TAX DEFERRED ANNUITY PLAN OF JOHN C. CAMPBELL FOLK SCHOOL 2024 401k membership
Total number of particpants at beginning of year2024-07-255
Total number of particpants at end of year2024-07-255
Number of Participants With Account Balances2024-07-255

Financial Data on TAX DEFERRED ANNUITY PLAN OF JOHN C. CAMPBELL FOLK SCHOOL

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF JOHN C. CAMPBELL FOLK SCHOOL 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-150
Total liabilities as of the end of the plan year2025-10-150
Total liabilities as of the beginning of the plan year2025-10-150
Total expenses incurred by plan in this plan year2025-10-1537029
Net assets as of the end of the plan year2025-10-151033295
Total assets as of the beginning of the plan year2025-10-15970350
Value of plan covered by a fidelity bond2025-10-15350000
Participant contributions to plan in this plan year2025-10-150
Other expenses paid from plan in this plan year2025-10-150
Other contributions to plan in this plan year2025-10-150
Other income to plan in this plan year2025-10-1599974
Plan net income in this plan year2025-10-1562945
Net assets as of the end of the plan year2025-10-151033295
Net assets as of the beginning of the plan year2025-10-15970350
Employer contributions to plan in this plan year2025-10-150
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1533
2024 : TAX DEFERRED ANNUITY PLAN OF JOHN C. CAMPBELL FOLK SCHOOL 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-250
Total liabilities as of the end of the plan year2024-07-250
Total liabilities as of the beginning of the plan year2024-07-250
Total expenses incurred by plan in this plan year2024-07-2544020
Net assets as of the end of the plan year2024-07-25970350
Total assets as of the beginning of the plan year2024-07-25928477
Value of plan covered by a fidelity bond2024-07-25350000
Participant contributions to plan in this plan year2024-07-250
Other expenses paid from plan in this plan year2024-07-250
Other contributions to plan in this plan year2024-07-250
Other income to plan in this plan year2024-07-2585893
Plan net income in this plan year2024-07-2541873
Net assets as of the end of the plan year2024-07-25970350
Net assets as of the beginning of the plan year2024-07-25928477
Employer contributions to plan in this plan year2024-07-250
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2524

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