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TAX DEFERRED ANNUITY PLAN OF REACH, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF REACH, INC.
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF REACH, INC. 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

REACH, INC. has sponsored the creation of one or more 401k plans.

Company Name:REACH, INC.
Employer identification number (EIN):752182966
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF REACH, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PILAR MODERAGE2024-07-31
0012022-01-01JENNIFER STONEMEIER2023-07-28
0012021-01-01JENNIFER STONEMEIER2022-07-20
0012020-01-01CHARLOTTE STEWART2021-03-30
0012019-01-01CHARLOTTE STEWART2020-10-08
0012018-01-01CHARLOTTE STEWART2019-04-23
0012017-01-01CHARLOTTE A. STEWART2018-05-17 CHARLOTTE A. STEWART2018-05-17
0012016-01-01CHARLOTTE A. STEWART2017-05-23 CHARLOTTE A. STEWART2017-05-23
0012015-01-01CHARLOTTE A. STEWART2016-06-15 CHARLOTTE A. STEWART2016-06-15
0012014-01-01CHARLOTTE A. STEWART2015-06-04 CHARLOTTE A. STEWART2015-06-04
0012013-01-01CHARLOTTE A. STEWART2014-06-11 CHARLOTTE A. STEWART2014-06-11
0012012-01-01CHARLOTTE A. STEWART2013-07-01 CHARLOTTE A. STEWART2013-07-01
0012011-01-01CHARLOTTE A. STEWART2012-06-21 CHARLOTTE A. STEWART2012-06-21
0012010-01-01CHARLOTTE A. STEWART2011-07-06 CHARLOTTE A. STEWART2011-07-06

Financial Data on TAX DEFERRED ANNUITY PLAN OF REACH, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF REACH, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-070
Total liabilities as of the end of the plan year2025-10-070
Total liabilities as of the beginning of the plan year2025-10-070
Total expenses incurred by plan in this plan year2025-10-0734396
Net assets as of the end of the plan year2025-10-07877921
Total assets as of the beginning of the plan year2025-10-07860704
Value of plan covered by a fidelity bond2025-10-07250000
Participant contributions to plan in this plan year2025-10-072505
Other expenses paid from plan in this plan year2025-10-070
Other contributions to plan in this plan year2025-10-070
Other income to plan in this plan year2025-10-0749108
Plan net income in this plan year2025-10-0717217
Net assets as of the end of the plan year2025-10-07877921
Net assets as of the beginning of the plan year2025-10-07860704
Employer contributions to plan in this plan year2025-10-070
Fees paid to broker by Benefit Provider2025-10-0714
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0734
Total liabilities as of the beginning of the plan year2025-10-030
Total expenses incurred by plan in this plan year2025-10-030
Total assets as of the beginning of the plan year2025-10-03860704
Value of plan covered by a fidelity bond2025-10-03250000
Plan net income in this plan year2025-10-030
Net assets as of the end of the plan year2025-10-030
Net assets as of the beginning of the plan year2025-10-03860704
2024 : TAX DEFERRED ANNUITY PLAN OF REACH, INC. 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 year2024-07-31139139
Net assets as of the end of the plan year2024-07-31860704
Total assets as of the beginning of the plan year2024-07-31938783
Value of plan covered by a fidelity bond2024-07-31250000
Participant contributions to plan in this plan year2024-07-317752
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 year2024-07-3153308
Plan net income in this plan year2024-07-31-78079
Net assets as of the end of the plan year2024-07-31860704
Net assets as of the beginning of the plan year2024-07-31938783
Employer contributions to plan in this plan year2024-07-310
Fees paid to broker by Benefit Provider2024-07-3131
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-3144

Potentially related plans

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