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TAX DEFERRED ANNUITY PLAN OF ASLTON WILKES SOCIETY 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF ASLTON WILKES SOCIETY
Plan identification number 003

TAX DEFERRED ANNUITY PLAN OF ASLTON WILKES SOCIETY 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.
  • 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

THE ALSTON WILKES SOCIETY has sponsored the creation of one or more 401k plans.

Company Name:THE ALSTON WILKES SOCIETY
Employer identification number (EIN):570477907
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 ASLTON WILKES SOCIETY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01S. ANNE WALKER2024-06-28
0032022-01-01S. ANNE WALKER2023-06-14
0032021-01-01S. ANNE WALKER2022-07-27
0032020-01-01S. ANNE WALKER2021-10-14
0032019-01-01S. ANNE WALKER2020-10-14 S. ANNE WALKER2020-10-14
0032018-01-01S. ANNE WALKER2019-10-11
0032017-01-01S. ANNE WALKER2018-10-11
0032016-01-01S. ANNE WALKER2017-09-26
0032013-01-01S. ANNE WALKER2014-10-07
0032012-01-01S. ANNE WALKER2013-10-15
0032011-01-01S. ANNE WALKER2012-10-09
0032010-01-01S. ANNE WALKER2011-10-11

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF ASLTON WILKES SOCIETY

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF ASLTON WILKES SOCIETY

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF ASLTON WILKES SOCIETY 2025 401k membership
Total number of particpants at beginning of year2025-10-241
Total number of particpants at end of year2025-10-241
Number of Participants With Account Balances2025-10-241
2024: TAX DEFERRED ANNUITY PLAN OF ASLTON WILKES SOCIETY 2024 401k membership
Total number of particpants at beginning of year2024-06-281
Total number of particpants at end of year2024-06-281
Number of Participants With Account Balances2024-06-281
2022: TAX DEFERRED ANNUITY PLAN OF ASLTON WILKES SOCIETY 2022 401k membership
Total number of particpants at beginning of year2022-07-271
Total number of particpants at end of year2022-07-271
Number of Participants With Account Balances2022-07-271

Financial Data on TAX DEFERRED ANNUITY PLAN OF ASLTON WILKES SOCIETY

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF ASLTON WILKES SOCIETY 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-240
Total liabilities as of the end of the plan year2025-10-240
Total liabilities as of the beginning of the plan year2025-10-240
Total expenses incurred by plan in this plan year2025-10-2414
Net assets as of the end of the plan year2025-10-24342613
Total assets as of the beginning of the plan year2025-10-24313993
Value of plan covered by a fidelity bond2025-10-24500000
Participant contributions to plan in this plan year2025-10-2418773
Other expenses paid from plan in this plan year2025-10-240
Other contributions to plan in this plan year2025-10-240
Other income to plan in this plan year2025-10-249861
Plan net income in this plan year2025-10-2428620
Net assets as of the end of the plan year2025-10-24342613
Net assets as of the beginning of the plan year2025-10-24313993
Employer contributions to plan in this plan year2025-10-240
Fees paid to broker by Benefit Provider2025-10-2474
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-2414
2024 : TAX DEFERRED ANNUITY PLAN OF ASLTON WILKES SOCIETY 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-280
Total liabilities as of the end of the plan year2024-06-280
Total liabilities as of the beginning of the plan year2024-06-280
Total expenses incurred by plan in this plan year2024-06-280
Net assets as of the end of the plan year2024-06-28313993
Total assets as of the beginning of the plan year2024-06-28288799
Value of plan covered by a fidelity bond2024-06-281000000
Participant contributions to plan in this plan year2024-06-2816246
Other expenses paid from plan in this plan year2024-06-280
Other contributions to plan in this plan year2024-06-280
Other income to plan in this plan year2024-06-288948
Plan net income in this plan year2024-06-2825194
Net assets as of the end of the plan year2024-06-28313993
Net assets as of the beginning of the plan year2024-06-28288799
Employer contributions to plan in this plan year2024-06-280
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-280
2022 : TAX DEFERRED ANNUITY PLAN OF ASLTON WILKES SOCIETY 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-270
Total liabilities as of the end of the plan year2022-07-270
Total liabilities as of the beginning of the plan year2022-07-270
Total expenses incurred by plan in this plan year2022-07-27200000
Net assets as of the end of the plan year2022-07-27259708
Total assets as of the beginning of the plan year2022-07-27420207
Value of plan covered by a fidelity bond2022-07-27100000
Participant contributions to plan in this plan year2022-07-2728668
Other expenses paid from plan in this plan year2022-07-270
Other contributions to plan in this plan year2022-07-270
Other income to plan in this plan year2022-07-2710833
Plan net income in this plan year2022-07-27-160499
Net assets as of the end of the plan year2022-07-27259708
Net assets as of the beginning of the plan year2022-07-27420207
Employer contributions to plan in this plan year2022-07-270
Fees paid to broker by Benefit Provider2022-07-2736

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