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TAX DEFERRED ANNUITY PLAN OF EAST BAY SERVICES TO THE DEVELOPMENTALLY DISABLED 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF EAST BAY SERVICES TO THE DEVELOPMENTALLY DISABLED
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF EAST BAY SERVICES TO THE DEVELOPMENTALLY DISABLED 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 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.
  • 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

EAST BAY SERVICES TO THE DEVELOPMENTALLY DISABLED has sponsored the creation of one or more 401k plans.

Company Name:EAST BAY SERVICES TO THE DEVELOPMENTALLY DISABLED
Employer identification number (EIN):680033414
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF EAST BAY SERVICES TO THE DEVELOPMENTALLY DISABLED

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01EMILY ROSALES2024-10-07
0022022-01-01EMILY ROSALES2023-10-16
0022021-01-01EMILY ROSALES2022-10-17
0022020-01-01LIDIA ROLDAN2021-07-16
0022019-01-01LIDIA ROLDAN2020-07-20
0022018-01-01LIDIA ROLDAN2019-07-22
0022017-01-01SISTER MARYGRACE PUCHAC2018-07-20 SISTER MARYGRACE PUCHAC2018-07-20
0022016-01-01SANDRA REID2017-10-12 SANDRA REID2017-10-12
0022015-01-01SISTER MARYGRACE PUCHAC2016-07-19 SISTER MARYGRACE PUCHAC2016-07-19
0022013-01-01SISTER MARYGRACE PUCHAC2014-07-09 SISTER MARYGRACE PUCHAC2014-07-09
0022012-01-01SISTER MARYGRACE PUCHAC2013-07-15 SISTER MARYGRACE PUCHAC2013-07-15
0022011-01-01SISTER MARYGRACE PUCHAC2012-07-24 SISTER MARYGRACE PUCHAC2012-07-24
0022010-01-01SISTER MARYGRACE PUCHAC2011-07-25 SISTER MARYGRACE PUCHAC2011-07-25

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF EAST BAY SERVICES TO THE DEVELOPMENTALLY DISABLED

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF EAST BAY SERVICES TO THE DEVELOPMENTALLY DISABLED

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF EAST BAY SERVICES TO THE DEVELOPMENTALLY DISABLED 2025 401k membership
Total number of particpants at beginning of year2025-09-2413
Total number of particpants at end of year2025-09-2413
Number of Participants With Account Balances2025-09-2413
2024: TAX DEFERRED ANNUITY PLAN OF EAST BAY SERVICES TO THE DEVELOPMENTALLY DISABLED 2024 401k membership
Total number of particpants at beginning of year2024-10-0713
Total number of particpants at end of year2024-10-0713
Number of Participants With Account Balances2024-10-0713

Financial Data on TAX DEFERRED ANNUITY PLAN OF EAST BAY SERVICES TO THE DEVELOPMENTALLY DISABLED

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF EAST BAY SERVICES TO THE DEVELOPMENTALLY DISABLED 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-240
Total liabilities as of the end of the plan year2025-09-240
Total liabilities as of the beginning of the plan year2025-09-240
Total expenses incurred by plan in this plan year2025-09-249898
Net assets as of the end of the plan year2025-09-24309619
Total assets as of the beginning of the plan year2025-09-24298921
Value of plan covered by a fidelity bond2025-09-24300000
Participant contributions to plan in this plan year2025-09-245005
Other expenses paid from plan in this plan year2025-09-240
Other contributions to plan in this plan year2025-09-240
Other income to plan in this plan year2025-09-2415591
Plan net income in this plan year2025-09-2410698
Net assets as of the end of the plan year2025-09-24309619
Net assets as of the beginning of the plan year2025-09-24298921
Employer contributions to plan in this plan year2025-09-240
Fees paid to broker by Benefit Provider2025-09-2414
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-24123
2024 : TAX DEFERRED ANNUITY PLAN OF EAST BAY SERVICES TO THE DEVELOPMENTALLY DISABLED 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-070
Total liabilities as of the end of the plan year2024-10-070
Total liabilities as of the beginning of the plan year2024-10-070
Total expenses incurred by plan in this plan year2024-10-079625
Net assets as of the end of the plan year2024-10-07298921
Total assets as of the beginning of the plan year2024-10-07281348
Value of plan covered by a fidelity bond2024-10-0790000
Participant contributions to plan in this plan year2024-10-0712220
Other expenses paid from plan in this plan year2024-10-070
Other contributions to plan in this plan year2024-10-070
Other income to plan in this plan year2024-10-0714978
Plan net income in this plan year2024-10-0717573
Net assets as of the end of the plan year2024-10-07298921
Net assets as of the beginning of the plan year2024-10-07281348
Employer contributions to plan in this plan year2024-10-070
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-07100

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