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TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN
Plan identification number 004

TAX DEFERRED ANNUITY PLAN 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.

401k Sponsoring company profile

URBAN LEAGUE OF GREATER MIAMI has sponsored the creation of one or more 401k plans.

Company Name:URBAN LEAGUE OF GREATER MIAMI
Employer identification number (EIN):590699445
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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01FRANKLIN DRAKES2024-07-19
0042022-01-01FRANKLIN DRAKES2023-07-18
0042021-01-01FRANKLIN DRAKES2022-09-30
0042020-01-01FRANKLIN DRAKES2021-07-29
0042019-01-01FRANKLIN DRAKES2020-07-10
0042018-01-01FRANKLIN DRAKES2019-09-26
0042017-01-01TALMADGE FAIR2018-06-18 TALMADGE FAIR2018-06-18
0042016-01-01TALMADGE W. FAIR2017-06-13 TALMADGE W. FAIR2017-06-13
0042015-01-01TALMADGE W. FAIR2016-06-30 TALMADGE W. FAIR2016-06-30
0042014-01-01TALMADGE W. FAIR2015-07-13 TALMADGE W. FAIR2015-07-13
0042013-01-01T WILLARD FAIR2014-07-30 T WILLARD FAIR2014-07-30
0042012-01-01TALMADGE FAIR2013-07-01 TALMADGE FAIR2013-07-01
0042011-01-01TALMADGE FAIR2012-07-19
0042010-01-01TALMADGE FAIR2011-07-27

Financial Data on TAX DEFERRED ANNUITY PLAN

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-090
Total liabilities as of the end of the plan year2025-10-090
Total liabilities as of the beginning of the plan year2025-10-090
Total expenses incurred by plan in this plan year2025-10-092481
Net assets as of the end of the plan year2025-10-0983582
Total assets as of the beginning of the plan year2025-10-0977015
Value of plan covered by a fidelity bond2025-10-0910000
Participant contributions to plan in this plan year2025-10-090
Other expenses paid from plan in this plan year2025-10-090
Other contributions to plan in this plan year2025-10-090
Other income to plan in this plan year2025-10-099048
Plan net income in this plan year2025-10-096567
Net assets as of the end of the plan year2025-10-0983582
Net assets as of the beginning of the plan year2025-10-0977015
Employer contributions to plan in this plan year2025-10-090
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-09128
2024 : TAX DEFERRED ANNUITY PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-190
Total liabilities as of the end of the plan year2024-07-190
Total liabilities as of the beginning of the plan year2024-07-190
Total expenses incurred by plan in this plan year2024-07-1931909
Net assets as of the end of the plan year2024-07-1977015
Total assets as of the beginning of the plan year2024-07-1999475
Value of plan covered by a fidelity bond2024-07-19100000
Participant contributions to plan in this plan year2024-07-190
Other expenses paid from plan in this plan year2024-07-190
Other contributions to plan in this plan year2024-07-190
Other income to plan in this plan year2024-07-199449
Plan net income in this plan year2024-07-19-22460
Net assets as of the end of the plan year2024-07-1977015
Net assets as of the beginning of the plan year2024-07-1999475
Employer contributions to plan in this plan year2024-07-190
Fees paid to broker by Benefit Provider2024-07-1915
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-1934
2022 : TAX DEFERRED ANNUITY PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-300
Total liabilities as of the end of the plan year2022-09-300
Total liabilities as of the beginning of the plan year2022-09-300
Total expenses incurred by plan in this plan year2022-09-3042492
Net assets as of the end of the plan year2022-09-30175804
Total assets as of the beginning of the plan year2022-09-30184561
Value of plan covered by a fidelity bond2022-09-30100000
Participant contributions to plan in this plan year2022-09-308121
Value of participant loans at end of plan year2022-09-301500
Other expenses paid from plan in this plan year2022-09-30142
Other contributions to plan in this plan year2022-09-300
Other income to plan in this plan year2022-09-3025614
Plan net income in this plan year2022-09-30-8757
Net assets as of the end of the plan year2022-09-30175804
Net assets as of the beginning of the plan year2022-09-30184561
Employer contributions to plan in this plan year2022-09-300
Fees paid to broker by Benefit Provider2022-09-3029

Potentially related plans

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