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TAX DEFERRED ANNUITY PLAN OF KENTUCKY REFUGEE MINISTRIES INC 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF KENTUCKY REFUGEE MINISTRIES INC
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF KENTUCKY REFUGEE MINISTRIES INC 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 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

KENTUCKY REFUGEE MINISTRIES INC has sponsored the creation of one or more 401k plans.

Company Name:KENTUCKY REFUGEE MINISTRIES INC
Employer identification number (EIN):611229842
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF KENTUCKY REFUGEE MINISTRIES INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAN MALLOY2024-07-31 DAN MALLOY2024-07-31
0012022-01-01DAN MALLOY2023-07-29
0012021-01-01DAN MALLOY2022-10-11
0012021-01-01DAN MALLOY2022-10-11
0012020-01-01DAN MALLOY2021-10-14
0012019-01-01DAN MALLOY2021-10-14
0012018-01-01DAN MALLOY2019-10-15
0012017-01-01DAN MALLOY DAN MALLOY2018-10-15
0012016-01-01DAN MALLOY2017-10-13
0012015-01-01CIELINA WALLEN2016-09-16
0012014-01-01CIELINA WALLEN2015-10-15
0012013-01-01CIELINA CORUM2014-10-06
0012012-01-01CIELINA CORUM2013-10-15
0012011-01-01STEPHEN CAMERON2012-10-15
0012010-01-01STEPHEN CAMERON2011-10-14

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF KENTUCKY REFUGEE MINISTRIES INC

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF KENTUCKY REFUGEE MINISTRIES INC

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF KENTUCKY REFUGEE MINISTRIES INC 2025 401k membership
Total number of particpants at beginning of year2025-10-152
Total number of particpants at end of year2025-10-152
Number of Participants With Account Balances2025-10-152
2024: TAX DEFERRED ANNUITY PLAN OF KENTUCKY REFUGEE MINISTRIES INC 2024 401k membership
Total number of particpants at beginning of year2024-07-312
Total number of particpants at end of year2024-07-312
Number of Participants With Account Balances2024-07-312
2022: TAX DEFERRED ANNUITY PLAN OF KENTUCKY REFUGEE MINISTRIES INC 2022 401k membership
Total number of particpants at beginning of year2022-10-112
Total number of particpants at end of year2022-10-112
Number of Participants With Account Balances2022-10-112
2017: TAX DEFERRED ANNUITY PLAN OF KENTUCKY REFUGEE MINISTRIES INC 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total of all active and inactive participants2017-01-010
Total participants2017-01-010

Financial Data on TAX DEFERRED ANNUITY PLAN OF KENTUCKY REFUGEE MINISTRIES INC

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF KENTUCKY REFUGEE MINISTRIES INC 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-1554
Net assets as of the end of the plan year2025-10-1524017
Total assets as of the beginning of the plan year2025-10-1520597
Value of plan covered by a fidelity bond2025-10-15120000
Other expenses paid from plan in this plan year2025-10-1554
Other income to plan in this plan year2025-10-153475
Plan net income in this plan year2025-10-153421
Net assets as of the end of the plan year2025-10-1524017
Net assets as of the beginning of the plan year2025-10-1520597
2024 : TAX DEFERRED ANNUITY PLAN OF KENTUCKY REFUGEE MINISTRIES INC 2024 401k financial data
Total liabilities as of the end of the plan year2024-07-310
Total liabilities as of the beginning of the plan year2024-07-310
Total expenses incurred by plan in this plan year2024-07-3113812
Net assets as of the end of the plan year2024-07-3120597
Total assets as of the beginning of the plan year2024-07-3130967
Value of plan covered by a fidelity bond2024-07-3125000
Other expenses paid from plan in this plan year2024-07-3154
Other income to plan in this plan year2024-07-313441
Plan net income in this plan year2024-07-31-10371
Net assets as of the end of the plan year2024-07-3120597
Net assets as of the beginning of the plan year2024-07-3130967
2022 : TAX DEFERRED ANNUITY PLAN OF KENTUCKY REFUGEE MINISTRIES INC 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-1184
Net assets as of the end of the plan year2022-10-1183277
Total assets as of the beginning of the plan year2022-10-1173800
Value of plan covered by a fidelity bond2022-10-1125000
Other expenses paid from plan in this plan year2022-10-1184
Other income to plan in this plan year2022-10-119561
Plan net income in this plan year2022-10-119477
Net assets as of the end of the plan year2022-10-1183277
Net assets as of the beginning of the plan year2022-10-1173800
2017 : TAX DEFERRED ANNUITY PLAN OF KENTUCKY REFUGEE MINISTRIES INC 2017 401k financial data
Total income from all sources2017-12-31$2,448
Expenses. Total of all expenses incurred2017-12-31$24
Total plan assets at beginning of year2017-12-31$114,524
Value of fidelity bond covering the plan2017-12-31$25,000
Expenses. Other expenses not covered elsewhere2017-12-31$24
Other income received2017-12-31$2,448
Net income (gross income less expenses)2017-12-31$2,424
Net plan assets at end of year (total assets less liabilities)2017-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$114,524

Form 5500 Responses for TAX DEFERRED ANNUITY PLAN OF KENTUCKY REFUGEE MINISTRIES INC

2017: TAX DEFERRED ANNUITY PLAN OF KENTUCKY REFUGEE MINISTRIES INC 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number021916B10
Policy instance 1

Potentially related plans

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