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TAX DEFERRED ANNUITY PLAN OF HOUSING DEVELOPMENT ALLIANCE, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF HOUSING DEVELOPMENT ALLIANCE, INC.
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF HOUSING DEVELOPMENT ALLIANCE, 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

HOUSEING DEVELOPMENT ALLIANCE, INC. has sponsored the creation of one or more 401k plans.

Company Name:HOUSEING DEVELOPMENT ALLIANCE, INC.
Employer identification number (EIN):611253346
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 HOUSING DEVELOPMENT ALLIANCE, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01AMIE BEDWELL2024-08-30
0012022-01-01AMIE BEDWELL2023-07-12
0012021-01-01AMIE BEDWELL2022-07-21
0012020-01-01AMIE BEDWELL2021-07-15
0012019-01-01AMIE BEDWELL2020-10-08
0012018-01-01AMIE BEDWELL2020-10-08
0012018-01-01AMIE BEDWELL2020-10-08
0012017-01-01NEIL BEDWELL2018-07-24
0012016-01-01NEIL BEDWELL2017-10-12
0012015-01-01NEIL BEDWELL2016-09-20
0012014-01-01NEIL BEDWELL2015-07-22
0012013-01-01NEIL BEDWELL2014-05-22
0012012-01-01NEIL BEDWELL2013-05-15
0012011-01-01RUSSELL MCREYNOLDS2012-10-02
0012010-01-01RUSSELL MCREYNOLDS2011-10-17

Financial Data on TAX DEFERRED ANNUITY PLAN OF HOUSING DEVELOPMENT ALLIANCE, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF HOUSING DEVELOPMENT ALLIANCE, INC. 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-2131
Net assets as of the end of the plan year2025-10-21225855
Total assets as of the beginning of the plan year2025-10-21188880
Value of plan covered by a fidelity bond2025-10-21250000
Other expenses paid from plan in this plan year2025-10-2131
Other income to plan in this plan year2025-10-2137006
Plan net income in this plan year2025-10-2136975
Net assets as of the end of the plan year2025-10-21225855
Net assets as of the beginning of the plan year2025-10-21188880
2024 : TAX DEFERRED ANNUITY PLAN OF HOUSING DEVELOPMENT ALLIANCE, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-300
Total liabilities as of the end of the plan year2024-08-300
Total liabilities as of the beginning of the plan year2024-08-300
Total expenses incurred by plan in this plan year2024-08-3011005
Net assets as of the end of the plan year2024-08-30188880
Total assets as of the beginning of the plan year2024-08-30171415
Value of plan covered by a fidelity bond2024-08-30250000
Participant contributions to plan in this plan year2024-08-300
Other expenses paid from plan in this plan year2024-08-300
Other contributions to plan in this plan year2024-08-300
Other income to plan in this plan year2024-08-3028470
Plan net income in this plan year2024-08-3017465
Net assets as of the end of the plan year2024-08-30188880
Net assets as of the beginning of the plan year2024-08-30171415
Employer contributions to plan in this plan year2024-08-300
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-3014

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