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TAX DEFERRED ANNUITY PLAN OF ALBUQUERQUE AREA INDIAN HEALTH BOARD, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF ALBUQUERQUE AREA INDIAN HEALTH BOARD, INC.
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF ALBUQUERQUE AREA INDIAN HEALTH BOARD, 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

ALBUQUERQUE AREA INDIAN HEALTH BOAR D, INC. has sponsored the creation of one or more 401k plans.

Company Name:ALBUQUERQUE AREA INDIAN HEALTH BOAR D, INC.
Employer identification number (EIN):850255630
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF ALBUQUERQUE AREA INDIAN HEALTH BOARD, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SHARLENE HARVEY2024-09-26
0012022-01-01SHARLENE HARVEY2024-09-26
0012021-01-01KRISTEN BARTON2022-11-07
0012020-01-01KRISTEN BARTON2021-07-28
0012019-01-01VERNON LAUGHLIN2020-07-30
0012018-01-01VERNON LAUGHLIN2019-07-29 VERNON LAUGHLIN2019-07-29
0012017-01-01DEBBIE KAPP2018-07-25 DEBBIE KAPP2018-07-25
0012016-01-01DEBBIE KAPP2017-07-07 DEBBIE KAPP2017-07-07
0012015-01-01DEBBIE KAPP2016-06-16 DEBBIE KAPP2016-06-16
0012014-01-01DEBBIE KAPP2015-06-22 DEBBIE KAPP2015-06-22
0012013-01-01DEBBIE KAPP2014-06-16 DEBBIE KAPP2014-06-16
0012012-01-01DEBBIE KAPP2013-06-14 DEBBIE KAPP2013-06-14
0012011-01-01DEBBIE KAPP2012-05-18 DEBBIE KAPP2012-05-18
0012010-01-01DEBBIE KAPP2011-06-07 DEBBIE KAPP2011-06-07

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF ALBUQUERQUE AREA INDIAN HEALTH BOARD, INC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF ALBUQUERQUE AREA INDIAN HEALTH BOARD, INC.

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF ALBUQUERQUE AREA INDIAN HEALTH BOARD, INC. 2025 401k membership
Total number of particpants at beginning of year2025-05-0295
Total number of particpants at end of year2025-05-0297
Number of Participants With Account Balances2025-05-0289
2024: TAX DEFERRED ANNUITY PLAN OF ALBUQUERQUE AREA INDIAN HEALTH BOARD, INC. 2024 401k membership
Total number of particpants at beginning of year2024-09-2680
Total number of particpants at end of year2024-09-2695
Number of Participants With Account Balances2024-09-2687

Financial Data on TAX DEFERRED ANNUITY PLAN OF ALBUQUERQUE AREA INDIAN HEALTH BOARD, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF ALBUQUERQUE AREA INDIAN HEALTH BOARD, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-020
Total liabilities as of the end of the plan year2025-05-020
Total liabilities as of the beginning of the plan year2025-05-020
Total expenses incurred by plan in this plan year2025-05-0292915
Net assets as of the end of the plan year2025-05-023092472
Total assets as of the beginning of the plan year2025-05-022366330
Value of plan covered by a fidelity bond2025-05-02500000
Participant contributions to plan in this plan year2025-05-02396622
Other expenses paid from plan in this plan year2025-05-020
Other contributions to plan in this plan year2025-05-0252683
Other income to plan in this plan year2025-05-02369752
Plan net income in this plan year2025-05-02726142
Net assets as of the end of the plan year2025-05-023092472
Net assets as of the beginning of the plan year2025-05-022366330
Employer contributions to plan in this plan year2025-05-020
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-02524
2024 : TAX DEFERRED ANNUITY PLAN OF ALBUQUERQUE AREA INDIAN HEALTH BOARD, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-260
Total liabilities as of the end of the plan year2024-09-260
Total liabilities as of the beginning of the plan year2024-09-260
Total expenses incurred by plan in this plan year2024-09-2693149
Net assets as of the end of the plan year2024-09-262366330
Total assets as of the beginning of the plan year2024-09-261663886
Value of plan covered by a fidelity bond2024-09-2610000
Participant contributions to plan in this plan year2024-09-26213283
Other expenses paid from plan in this plan year2024-09-260
Other contributions to plan in this plan year2024-09-2671685
Other income to plan in this plan year2024-09-26331455
Plan net income in this plan year2024-09-26702444
Net assets as of the end of the plan year2024-09-262366330
Net assets as of the beginning of the plan year2024-09-261663886
Employer contributions to plan in this plan year2024-09-26179170
Fees paid to broker by Benefit Provider2024-09-26563
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-26164

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