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TAX DEFERRED ANNUITY PLAN OF TENNESSEE ALLIANCE FOR LEGAL SERVICES 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF TENNESSEE ALLIANCE FOR LEGAL SERVICES
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF TENNESSEE ALLIANCE FOR LEGAL SERVICES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

TENNESSEE ALLIANCE FOR LEGAL SERVICES has sponsored the creation of one or more 401k plans.

Company Name:TENNESSEE ALLIANCE FOR LEGAL SERVICES
Employer identification number (EIN):620979831
NAIC Classification:541190

Additional information about TENNESSEE ALLIANCE FOR LEGAL SERVICES

Jurisdiction of Incorporation: Tennessee Secretary of State Division of Business Services
Incorporation Date:
Company Identification Number: 000320610

More information about TENNESSEE ALLIANCE FOR LEGAL SERVICES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF TENNESSEE ALLIANCE FOR LEGAL SERVICES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LAURA BROWN2024-07-22
0012022-01-01JUDITH FAZI2023-05-19
0012021-01-01JUDITH FAZI2022-07-25
0012020-01-01JOY REED2021-07-09
0012019-01-01JOY REED2020-07-22
0012017-01-01ANN PRUITT2018-04-17
0012016-01-01ANN PRUITT2017-06-26 ANN PRUITT2017-06-26
0012015-01-01ANN PRUITT2017-06-26 ANN PRUITT2017-06-26
0012014-01-01ANN PRUITT2015-07-14
0012013-01-01ANN PRUITT2014-06-30
0012012-01-01ANN PRUITT2013-07-17

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF TENNESSEE ALLIANCE FOR LEGAL SERVICES

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF TENNESSEE ALLIANCE FOR LEGAL SERVICES

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF TENNESSEE ALLIANCE FOR LEGAL SERVICES 2025 401k membership
Total number of particpants at beginning of year2025-05-2713
Total number of particpants at end of year2025-05-2714
Number of Participants With Account Balances2025-05-2713
2024: TAX DEFERRED ANNUITY PLAN OF TENNESSEE ALLIANCE FOR LEGAL SERVICES 2024 401k membership
Total number of particpants at beginning of year2024-07-2214
Total number of particpants at end of year2024-07-2213
Number of Participants With Account Balances2024-07-2211

Financial Data on TAX DEFERRED ANNUITY PLAN OF TENNESSEE ALLIANCE FOR LEGAL SERVICES

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF TENNESSEE ALLIANCE FOR LEGAL SERVICES 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-270
Total liabilities as of the end of the plan year2025-05-270
Total liabilities as of the beginning of the plan year2025-05-270
Total expenses incurred by plan in this plan year2025-05-279174
Net assets as of the end of the plan year2025-05-27468449
Total assets as of the beginning of the plan year2025-05-27307065
Value of plan covered by a fidelity bond2025-05-2750000
Participant contributions to plan in this plan year2025-05-2740596
Other expenses paid from plan in this plan year2025-05-270
Other contributions to plan in this plan year2025-05-2742168
Other income to plan in this plan year2025-05-2774725
Plan net income in this plan year2025-05-27161384
Net assets as of the end of the plan year2025-05-27468449
Net assets as of the beginning of the plan year2025-05-27307065
Employer contributions to plan in this plan year2025-05-2713069
Fees paid to broker by Benefit Provider2025-05-27106
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-2724
2024 : TAX DEFERRED ANNUITY PLAN OF TENNESSEE ALLIANCE FOR LEGAL SERVICES 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-220
Total liabilities as of the end of the plan year2024-07-220
Total liabilities as of the beginning of the plan year2024-07-220
Total expenses incurred by plan in this plan year2024-07-221032
Net assets as of the end of the plan year2024-07-22307065
Total assets as of the beginning of the plan year2024-07-22205799
Value of plan covered by a fidelity bond2024-07-2250000
Participant contributions to plan in this plan year2024-07-2242827
Other expenses paid from plan in this plan year2024-07-220
Other contributions to plan in this plan year2024-07-220
Other income to plan in this plan year2024-07-2247544
Plan net income in this plan year2024-07-22101266
Net assets as of the end of the plan year2024-07-22307065
Net assets as of the beginning of the plan year2024-07-22205799
Employer contributions to plan in this plan year2024-07-2211927
Fees paid to broker by Benefit Provider2024-07-2243
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-220

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