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TAX DEFERRED ANNUITY PLAN OF OASIS A SAFE HAVEN FOR SURVIVORS OF DOMESTIC AND SEXUAL VIOLENCE 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF OASIS A SAFE HAVEN FOR SURVIVORS OF DOMESTIC AND SEXUAL VIOLENCE
Plan identification number 003

TAX DEFERRED ANNUITY PLAN OF OASIS A SAFE HAVEN FOR SURVIVORS OF DOMESTIC AND SEXUAL VIOLENCE Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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

OASIS A SAFE HAVEN FOR SURVIVORS OF DOMESTIC AND SEXUAL VIOLENCE has sponsored the creation of one or more 401k plans.

Company Name:OASIS A SAFE HAVEN FOR SURVIVORS OF DOMESTIC AND SEXUAL VIOLENCE
Employer identification number (EIN):720859660
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF OASIS A SAFE HAVEN FOR SURVIVORS OF DOMESTIC AND SEXUAL VIOLENCE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01ASHLEY WILLIAMS2024-07-31
0032021-01-01ASHLEY WILLIAMS2022-07-05
0032020-01-01ASHLEY WILLIAMS2021-06-09
0032019-01-01MEAGHAN BOUDREAUX2020-07-31
0032018-01-01MEAGHAN BOUDREAUX2019-07-29
0032017-01-01KATHY WILLIAMS2018-07-16 KATHY WILLIAMS2018-07-16
0032016-01-01KRISTINE HITE2017-03-28 KATHY WILLIAMS2017-03-28
0032015-01-01KRISTINE HITE2016-07-22 KATHY WILLIAMS2016-07-22
0032014-01-01KRISTINE HITE2015-07-29 KATHY WILLIAMS2015-07-29
0032013-01-01KRISTINE HITE2014-07-30 KATHY WILLIAMS2014-07-30
0032012-01-01KATHY WILLIAMS2013-07-29

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF OASIS A SAFE HAVEN FOR SURVIVORS OF DOMESTIC AND SEXUAL VIOLENCE

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF OASIS A SAFE HAVEN FOR SURVIVORS OF DOMESTIC AND SEXUAL VIOLENCE

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF OASIS A SAFE HAVEN FOR SURVIVORS OF DOMESTIC AND SEXUAL VIOLENCE 2025 401k membership
Total number of particpants at beginning of year2025-07-318
Total number of particpants at end of year2025-07-318
Number of Participants With Account Balances2025-07-318
2024: TAX DEFERRED ANNUITY PLAN OF OASIS A SAFE HAVEN FOR SURVIVORS OF DOMESTIC AND SEXUAL VIOLENCE 2024 401k membership
Total number of particpants at beginning of year2024-07-313
Total number of particpants at end of year2024-07-313
Number of Participants With Account Balances2024-07-313

Financial Data on TAX DEFERRED ANNUITY PLAN OF OASIS A SAFE HAVEN FOR SURVIVORS OF DOMESTIC AND SEXUAL VIOLENCE

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF OASIS A SAFE HAVEN FOR SURVIVORS OF DOMESTIC AND SEXUAL VIOLENCE 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-310
Total liabilities as of the end of the plan year2025-07-310
Total liabilities as of the beginning of the plan year2025-07-310
Total expenses incurred by plan in this plan year2025-07-319
Net assets as of the end of the plan year2025-07-311305
Total assets as of the beginning of the plan year2025-07-311276
Value of plan covered by a fidelity bond2025-07-3135000
Participant contributions to plan in this plan year2025-07-310
Other expenses paid from plan in this plan year2025-07-310
Other contributions to plan in this plan year2025-07-310
Other income to plan in this plan year2025-07-3138
Plan net income in this plan year2025-07-3129
Net assets as of the end of the plan year2025-07-311305
Net assets as of the beginning of the plan year2025-07-311276
Employer contributions to plan in this plan year2025-07-310
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-319
2024 : TAX DEFERRED ANNUITY PLAN OF OASIS A SAFE HAVEN FOR SURVIVORS OF DOMESTIC AND SEXUAL VIOLENCE 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-310
Total liabilities as of the end of the plan year2024-07-310
Total liabilities as of the beginning of the plan year2024-07-310
Total expenses incurred by plan in this plan year2024-07-310
Net assets as of the end of the plan year2024-07-311276
Total assets as of the beginning of the plan year2024-07-311239
Value of plan covered by a fidelity bond2024-07-3135000
Participant contributions to plan in this plan year2024-07-310
Other expenses paid from plan in this plan year2024-07-310
Other contributions to plan in this plan year2024-07-310
Other income to plan in this plan year2024-07-3137
Plan net income in this plan year2024-07-3137
Net assets as of the end of the plan year2024-07-311276
Net assets as of the beginning of the plan year2024-07-311239
Employer contributions to plan in this plan year2024-07-310
Fees paid to broker by Benefit Provider2024-07-3163
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-310

Potentially related plans

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