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TAX DEFERRED ANNUITY PLAN OF ANSCHUTZ FAMILY FOUNDATION 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF ANSCHUTZ FAMILY FOUNDATION
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF ANSCHUTZ FAMILY FOUNDATION 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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

ANSCHUTZ FAMILY FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:ANSCHUTZ FAMILY FOUNDATION
Employer identification number (EIN):742132676
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 ANSCHUTZ FAMILY FOUNDATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01KELLY COOPER2024-07-26 KELLY COOPER2024-07-26
0022022-01-01KELLY COOPER2023-07-26
0022021-01-01ROBERT RICH2022-07-11
0022020-01-01ROBERT RICH2021-07-09
0022019-01-01ROBERT RICH2020-07-13
0022018-01-01ROBERT S. RICH2019-07-17
0022017-01-01ROBERT S. RICH2018-07-19 ROBERT S. RICH2018-07-19
0022016-01-01ROBERT S. RICH, VICE PRESIDENT2017-07-25 ROBERT S. RICH, VICE PRESIDENT2017-07-25
0022015-01-01ROBERT S. RICH, VICE PRESIDENT2016-07-20 ROBERT S. RICH, VICE PRESIDENT2016-07-20
0022014-01-01ROBERT S. RICH, VICE PRESIDENT2015-06-02 ROBERT S. RICH, VICE PRESIDENT2015-06-02
0022013-01-01ROBERT S. RICH, VICE PRESIDENT2014-06-03 ROBERT S. RICH, VICE PRESIDENT2014-06-03
0022012-01-01SUSAN A. SPINDLER, TREASURER2013-07-24
0022011-01-01SUSAN A. SPINDLER2012-07-26
0022010-01-01SUSAN A. SPINDLER2011-07-14

Financial Data on TAX DEFERRED ANNUITY PLAN OF ANSCHUTZ FAMILY FOUNDATION

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF ANSCHUTZ FAMILY FOUNDATION 2025 401k financial data
Total liabilities as of the end of the plan year2025-09-170
Total liabilities as of the beginning of the plan year2025-09-170
Total expenses incurred by plan in this plan year2025-09-17321893
Net assets as of the end of the plan year2025-09-1753734
Total assets as of the beginning of the plan year2025-09-17350594
Value of plan covered by a fidelity bond2025-09-17500000
Participant contributions to plan in this plan year2025-09-170
Other income to plan in this plan year2025-09-1724023
Plan net income in this plan year2025-09-17-296860
Net assets as of the end of the plan year2025-09-1753734
Net assets as of the beginning of the plan year2025-09-17350594
Employer contributions to plan in this plan year2025-09-171010
2024 : TAX DEFERRED ANNUITY PLAN OF ANSCHUTZ FAMILY FOUNDATION 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-260
Total liabilities as of the end of the plan year2024-07-260
Total liabilities as of the beginning of the plan year2024-07-260
Total expenses incurred by plan in this plan year2024-07-260
Net assets as of the end of the plan year2024-07-26350594
Total assets as of the beginning of the plan year2024-07-26272837
Value of plan covered by a fidelity bond2024-07-26500000
Participant contributions to plan in this plan year2024-07-2625414
Other expenses paid from plan in this plan year2024-07-260
Other contributions to plan in this plan year2024-07-260
Other income to plan in this plan year2024-07-2652343
Plan net income in this plan year2024-07-2677757
Net assets as of the end of the plan year2024-07-26350594
Net assets as of the beginning of the plan year2024-07-26272837
Employer contributions to plan in this plan year2024-07-260
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-260

Potentially related plans

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