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EMPLOYEE BENEFITS PLAN OF TRAVELERS AID SOCIETY 401k Plan overview

Plan NameEMPLOYEE BENEFITS PLAN OF TRAVELERS AID SOCIETY
Plan identification number 001

EMPLOYEE BENEFITS PLAN OF TRAVELERS AID SOCIETY Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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

TRAVELERS AID SOCIETY has sponsored the creation of one or more 401k plans.

Company Name:TRAVELERS AID SOCIETY
Employer identification number (EIN):630288873
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFITS PLAN OF TRAVELERS AID SOCIETY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MOLLIE HESTER2023-08-10 MOLLIE HESTER2023-08-10
0012021-01-01MOLLIE HESTER2022-06-17 MOLLIE HESTER2022-06-17
0012020-01-01MOLLIE HESTER2021-06-23 MOLLIE HESTER2021-06-23
0012019-01-01MOLLIE HESTER2020-06-08 MOLLIE HESTER2020-06-08
0012018-01-01MOLLIE HESTER2019-06-18 MOLLIE HESTER2019-06-18
0012017-01-01MOLLIE HESTER2018-06-11 MOLLIE HESTER2018-06-11
0012016-01-01MOLLIE HESTER2017-06-23 MOLLIE HESTER2017-06-23
0012015-01-01MOLLIE HESTER2016-07-12 MOLLIE HESTER2016-07-12
0012014-01-01MOLLIE HESTER2015-07-02 MOLLIE HESTER2015-07-02
0012013-01-01MOLLIE HESTER2014-07-10 MOLLIE HESTER2014-07-10
0012012-01-01MOLLIE HESTER2013-07-01 MOLLIE HESTER2013-07-01
0012011-01-01MOLLIE HESTER2012-07-18
0012010-01-01MOLLIE HESTER2011-07-22

Financial Data on EMPLOYEE BENEFITS PLAN OF TRAVELERS AID SOCIETY

Measure Date Value
2022 : EMPLOYEE BENEFITS PLAN OF TRAVELERS AID SOCIETY 2022 401k financial data
Total liabilities as of the end of the plan year2022-06-170
Total liabilities as of the beginning of the plan year2022-06-170
Total expenses incurred by plan in this plan year2022-06-1752
Net assets as of the end of the plan year2022-06-17188746
Total assets as of the beginning of the plan year2022-06-17151556
Value of plan covered by a fidelity bond2022-06-1750000
Other expenses paid from plan in this plan year2022-06-1752
Other income to plan in this plan year2022-06-1729148
Plan net income in this plan year2022-06-1737190
Net assets as of the end of the plan year2022-06-17188746
Net assets as of the beginning of the plan year2022-06-17151556
Employer contributions to plan in this plan year2022-06-178094
Fees paid to broker by Benefit Provider2022-06-175

Potentially related plans

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