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RETIREMENT AND TAX-DEFERRED ANNUITY PLAN OF ALPHA LAMBDA DELTA 401k Plan overview

Plan NameRETIREMENT AND TAX-DEFERRED ANNUITY PLAN OF ALPHA LAMBDA DELTA
Plan identification number 001

RETIREMENT AND TAX-DEFERRED ANNUITY PLAN OF ALPHA LAMBDA DELTA 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.
  • 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

NATIONAL ALPHA LAMBDA DELTA has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL ALPHA LAMBDA DELTA
Employer identification number (EIN):596134595
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT AND TAX-DEFERRED ANNUITY PLAN OF ALPHA LAMBDA DELTA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01EILEEN MERBERG2024-10-09
0012022-01-01EILEEN MERBERG2023-10-12
0012021-01-01EILEEN MERBERG2022-10-11
0012020-01-01EILEEN MERBERG2021-10-11
0012019-01-01EILEEN MERBERG2020-10-10
0012018-01-01EILEEN MERBERG2019-10-07
0012017-01-01EILEEN MERBERG2018-10-03
0012016-01-01EILEEN MERBERG2017-10-05
0012015-01-01EILEEN MERBERG2016-07-14 EILEEN MERBERG2016-07-14
0012014-01-01EILEEN MERBERG2015-07-17 EILEEN MERBERG2015-07-17
0012013-01-01GLENDA EARWOOD2014-07-15 GLENDA EARWOOD2014-07-15
0012012-01-01GLENDA EARWOOD2013-07-09 GLENDA EARWOOD2013-07-09
0012011-01-01GLENDA EARWOOD2012-08-01 GLENDA EARWOOD2012-08-01
0012010-01-01GLENDA EARWOOD2011-07-25 GLENDA EARWOOD2011-07-25

Financial Data on RETIREMENT AND TAX-DEFERRED ANNUITY PLAN OF ALPHA LAMBDA DELTA

Measure Date Value
2025 : RETIREMENT AND TAX-DEFERRED ANNUITY PLAN OF ALPHA LAMBDA DELTA 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-0966645
Net assets as of the end of the plan year2025-10-09823659
Total assets as of the beginning of the plan year2025-10-09716491
Participant contributions to plan in this plan year2025-10-0937300
Other income to plan in this plan year2025-10-09115305
Plan net income in this plan year2025-10-09107168
Net assets as of the end of the plan year2025-10-09823659
Net assets as of the beginning of the plan year2025-10-09716491
Employer contributions to plan in this plan year2025-10-0921208
2024 : RETIREMENT AND TAX-DEFERRED ANNUITY PLAN OF ALPHA LAMBDA DELTA 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-102094
Net assets as of the end of the plan year2024-10-10716491
Total assets as of the beginning of the plan year2024-10-10571508
Participant contributions to plan in this plan year2024-10-1023300
Other income to plan in this plan year2024-10-10111477
Plan net income in this plan year2024-10-10144983
Net assets as of the end of the plan year2024-10-10716491
Net assets as of the beginning of the plan year2024-10-10571508
Employer contributions to plan in this plan year2024-10-1012300
2022 : RETIREMENT AND TAX-DEFERRED ANNUITY PLAN OF ALPHA LAMBDA DELTA 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-114132
Net assets as of the end of the plan year2022-10-11633569
Total assets as of the beginning of the plan year2022-10-11517717
Participant contributions to plan in this plan year2022-10-1138433
Other income to plan in this plan year2022-10-1162080
Plan net income in this plan year2022-10-11115852
Net assets as of the end of the plan year2022-10-11633569
Net assets as of the beginning of the plan year2022-10-11517717
Employer contributions to plan in this plan year2022-10-1119471

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