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TAX DEFERRED ANNUITY PLAN OF WOMEN S BUSINESS COUNCIL - SOUTHWEST 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF WOMEN S BUSINESS COUNCIL - SOUTHWEST
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF WOMEN S BUSINESS COUNCIL - SOUTHWEST 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

WOMEN S BUSINESS COUNCIL - SOUTHWES T has sponsored the creation of one or more 401k plans.

Company Name:WOMEN S BUSINESS COUNCIL - SOUTHWES T
Employer identification number (EIN):752587342
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 WOMEN S BUSINESS COUNCIL - SOUTHWEST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BLISS COULTER2024-07-31
0012022-01-01BLISS COULTER2023-09-13
0012021-01-01BLISS COULTER2022-10-13
0012021-01-01BLISS COULTER2022-10-13
0012020-01-01DEBBIE HURST2021-02-24
0012019-01-01DEBBIE HURST2020-10-08
0012018-01-01DEBBIE HURST2019-10-07
0012017-01-01DEBBIE HURST2018-06-01
0012016-01-01DEBBIE HURST2017-05-18 DEBBIE HURST2017-05-18
0012013-01-01DEBBIE HURST2014-05-09 DEBBIE HURST2014-05-09
0012012-01-01DEBBIE HURST2013-04-18 DEBBIE HURST2013-04-18
0012011-01-01DEBBIE HURST2012-06-01 DEBBIE HURST2012-06-01
0012010-01-01DEBBIE HURST2011-06-30 DEBBIE HURST2011-06-30

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF WOMEN S BUSINESS COUNCIL - SOUTHWEST

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF WOMEN S BUSINESS COUNCIL - SOUTHWEST

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF WOMEN S BUSINESS COUNCIL - SOUTHWEST 2025 401k membership
Total number of particpants at beginning of year2025-05-2714
Total number of particpants at end of year2025-05-2716
Number of Participants With Account Balances2025-05-275
2024: TAX DEFERRED ANNUITY PLAN OF WOMEN S BUSINESS COUNCIL - SOUTHWEST 2024 401k membership
Total number of particpants at beginning of year2024-07-316
Total number of particpants at end of year2024-07-316
Number of Participants With Account Balances2024-07-316
2022: TAX DEFERRED ANNUITY PLAN OF WOMEN S BUSINESS COUNCIL - SOUTHWEST 2022 401k membership
Total number of particpants at beginning of year2022-10-136
Total number of particpants at end of year2022-10-136
Number of Participants With Account Balances2022-10-136

Financial Data on TAX DEFERRED ANNUITY PLAN OF WOMEN S BUSINESS COUNCIL - SOUTHWEST

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF WOMEN S BUSINESS COUNCIL - SOUTHWEST 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-270
Total liabilities as of the end of the plan year2025-05-270
Total liabilities as of the beginning of the plan year2025-05-270
Total expenses incurred by plan in this plan year2025-05-279121
Net assets as of the end of the plan year2025-05-2755387
Total assets as of the beginning of the plan year2025-05-2752437
Value of plan covered by a fidelity bond2025-05-276000
Participant contributions to plan in this plan year2025-05-274392
Other expenses paid from plan in this plan year2025-05-270
Other contributions to plan in this plan year2025-05-270
Other income to plan in this plan year2025-05-277679
Plan net income in this plan year2025-05-272950
Net assets as of the end of the plan year2025-05-2755387
Net assets as of the beginning of the plan year2025-05-2752437
Employer contributions to plan in this plan year2025-05-270
Fees paid to broker by Benefit Provider2025-05-274
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-2754
2024 : TAX DEFERRED ANNUITY PLAN OF WOMEN S BUSINESS COUNCIL - SOUTHWEST 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 year2024-07-3124
Net assets as of the end of the plan year2024-07-3152437
Total assets as of the beginning of the plan year2024-07-3141492
Value of plan covered by a fidelity bond2024-07-3120000
Participant contributions to plan in this plan year2024-07-313925
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 year2024-07-317044
Plan net income in this plan year2024-07-3110945
Net assets as of the end of the plan year2024-07-3152437
Net assets as of the beginning of the plan year2024-07-3141492
Employer contributions to plan in this plan year2024-07-310
Fees paid to broker by Benefit Provider2024-07-313
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-3124
2022 : TAX DEFERRED ANNUITY PLAN OF WOMEN S BUSINESS COUNCIL - SOUTHWEST 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-130
Total liabilities as of the end of the plan year2022-10-130
Total liabilities as of the beginning of the plan year2022-10-130
Total expenses incurred by plan in this plan year2022-10-1372
Net assets as of the end of the plan year2022-10-13506999
Total assets as of the beginning of the plan year2022-10-13416857
Value of plan covered by a fidelity bond2022-10-1320000
Participant contributions to plan in this plan year2022-10-1329625
Other expenses paid from plan in this plan year2022-10-1372
Other contributions to plan in this plan year2022-10-130
Other income to plan in this plan year2022-10-1360589
Plan net income in this plan year2022-10-1390142
Net assets as of the end of the plan year2022-10-13506999
Net assets as of the beginning of the plan year2022-10-13416857
Employer contributions to plan in this plan year2022-10-130
Fees paid to broker by Benefit Provider2022-10-1322

Potentially related plans

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