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TAX DEFERRED ANNUITY PLAN OF THE LAND TRUST FOR TENNESSEE 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF THE LAND TRUST FOR TENNESSEE
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF THE LAND TRUST FOR TENNESSEE 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 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.

401k Sponsoring company profile

THE LAND TRUST FOR TENNESSEE has sponsored the creation of one or more 401k plans.

Company Name:THE LAND TRUST FOR TENNESSEE
Employer identification number (EIN):621770549
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 THE LAND TRUST FOR TENNESSEE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PAUL MALONE2024-07-24
0012022-01-01PAUL MALONE2023-09-25
0012021-01-01PAUL MALONE2022-07-28
0012020-01-01PAUL MALONE2021-07-30
0012019-01-01ALYSIA ABRAMS2020-07-29
0012018-01-01ALYSIA MERCER2019-07-30
0012017-01-01ALYSIA MERCER2018-07-31 ALYSIA MERCER2018-07-31
0012016-01-01ALYSIA MERCER, DIRECTOR OF FINANCE2017-07-31 ALYSIA MERCER, DIRECTOR OF FINANCE2017-07-31
0012015-01-01ALYSIA MERCER, DIRECTOR OF FINANCE2016-08-30 ALYSIA MERCER, DIRECTOR OF FINANCE2016-08-30
0012014-01-01GARY M. DOVER2015-07-30 GARY M. DOVER2015-07-30
0012013-01-01JANET HENDERSON2014-06-26 JANET HENDERSON2014-06-26
0012012-01-01JANET HENDERSON2013-04-08 JANET HENDERSON2013-04-08
0012010-01-01JANET HENDERSON2012-11-08

Financial Data on TAX DEFERRED ANNUITY PLAN OF THE LAND TRUST FOR TENNESSEE

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF THE LAND TRUST FOR TENNESSEE 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-230
Total liabilities as of the end of the plan year2025-07-230
Total liabilities as of the beginning of the plan year2025-07-230
Total expenses incurred by plan in this plan year2025-07-239185
Net assets as of the end of the plan year2025-07-23988336
Total assets as of the beginning of the plan year2025-07-23720799
Value of plan covered by a fidelity bond2025-07-2380000
Participant contributions to plan in this plan year2025-07-2370095
Other expenses paid from plan in this plan year2025-07-230
Other contributions to plan in this plan year2025-07-230
Other income to plan in this plan year2025-07-23171914
Plan net income in this plan year2025-07-23267537
Net assets as of the end of the plan year2025-07-23988336
Net assets as of the beginning of the plan year2025-07-23720799
Employer contributions to plan in this plan year2025-07-2334713
Fees paid to broker by Benefit Provider2025-07-23182
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2348
2024 : TAX DEFERRED ANNUITY PLAN OF THE LAND TRUST FOR TENNESSEE 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-240
Total liabilities as of the end of the plan year2024-07-240
Total liabilities as of the beginning of the plan year2024-07-240
Total expenses incurred by plan in this plan year2024-07-2437155
Net assets as of the end of the plan year2024-07-24720799
Total assets as of the beginning of the plan year2024-07-24555819
Value of plan covered by a fidelity bond2024-07-2457524
Participant contributions to plan in this plan year2024-07-2464829
Other expenses paid from plan in this plan year2024-07-240
Other contributions to plan in this plan year2024-07-240
Other income to plan in this plan year2024-07-24108293
Plan net income in this plan year2024-07-24164980
Net assets as of the end of the plan year2024-07-24720799
Net assets as of the beginning of the plan year2024-07-24555819
Employer contributions to plan in this plan year2024-07-2429013
Fees paid to broker by Benefit Provider2024-07-24228
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2416
2022 : TAX DEFERRED ANNUITY PLAN OF THE LAND TRUST FOR TENNESSEE 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-280
Total liabilities as of the end of the plan year2022-07-280
Total liabilities as of the beginning of the plan year2022-07-280
Total expenses incurred by plan in this plan year2022-07-28165555
Net assets as of the end of the plan year2022-07-28566698
Total assets as of the beginning of the plan year2022-07-28575235
Value of plan covered by a fidelity bond2022-07-2857524
Participant contributions to plan in this plan year2022-07-2842737
Other expenses paid from plan in this plan year2022-07-2814
Other contributions to plan in this plan year2022-07-283138
Other income to plan in this plan year2022-07-2888439
Plan net income in this plan year2022-07-28-8537
Net assets as of the end of the plan year2022-07-28566698
Net assets as of the beginning of the plan year2022-07-28575235
Value of contributions failed to transmitted timely2022-07-2811064
Employer contributions to plan in this plan year2022-07-2822704
Fees paid to broker by Benefit Provider2022-07-2865

Potentially related plans

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