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TAX DEFERRED ANNUITY PLAN OF UTAH INDEPENDENT LIVING CENTER, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF UTAH INDEPENDENT LIVING CENTER, INC.
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF UTAH INDEPENDENT LIVING CENTER, 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.
  • 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 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

UTAH INDEPENDENT LIVING CENTER, INC . has sponsored the creation of one or more 401k plans.

Company Name:UTAH INDEPENDENT LIVING CENTER, INC .
Employer identification number (EIN):870381510
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF UTAH INDEPENDENT LIVING CENTER, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01STACEY CUMMINGS2024-10-11
0022021-01-01ROBERTO GARCIA2022-09-23 ROBERTO GARCIA2022-09-23
0022020-01-01ROBERTO GARCIA2021-07-07 ROBERTO GARCIA2021-07-07
0022019-01-01ROBERTO GARCIA2021-07-07
0022018-01-01ROBERTO GARCIA2019-10-14
0022017-01-01ROBERTO2018-10-12 ROBERTO2018-10-12
0022016-01-01PATTY TRENT2017-07-17 PATTY TRENT2017-07-17
0022015-01-01PATTY TRENT2016-06-27 PATTY TRENT2016-06-27
0022014-01-01PATTY TRENT2015-08-12 PATTY TRENT2015-08-12
0022013-01-01PATTY TRENT2014-10-03 PATTY TRENT2014-10-03
0022012-01-01PATTY TRENT2013-07-31 PATTY TRENT2013-07-31
0022011-01-01PATTY TRENT2012-07-30 PATTY TRENT2012-07-30
0022010-01-01PATTY TRENT2011-10-13 PATTY TRENT2011-10-13

Financial Data on TAX DEFERRED ANNUITY PLAN OF UTAH INDEPENDENT LIVING CENTER, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF UTAH INDEPENDENT LIVING CENTER, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-090
Total liabilities as of the end of the plan year2025-10-090
Total liabilities as of the beginning of the plan year2025-10-090
Total expenses incurred by plan in this plan year2025-10-0910980
Net assets as of the end of the plan year2025-10-09102839
Total assets as of the beginning of the plan year2025-10-09104270
Value of plan covered by a fidelity bond2025-10-0910000
Participant contributions to plan in this plan year2025-10-090
Other expenses paid from plan in this plan year2025-10-090
Other contributions to plan in this plan year2025-10-090
Other income to plan in this plan year2025-10-099549
Plan net income in this plan year2025-10-09-1431
Net assets as of the end of the plan year2025-10-09102839
Net assets as of the beginning of the plan year2025-10-09104270
Employer contributions to plan in this plan year2025-10-090
Fees paid to broker by Benefit Provider2025-10-092
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-095
2024 : TAX DEFERRED ANNUITY PLAN OF UTAH INDEPENDENT LIVING CENTER, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-110
Total liabilities as of the end of the plan year2024-10-110
Total liabilities as of the beginning of the plan year2024-10-110
Total expenses incurred by plan in this plan year2024-10-1125480
Net assets as of the end of the plan year2024-10-11104270
Total assets as of the beginning of the plan year2024-10-11118753
Value of plan covered by a fidelity bond2024-10-1110000
Participant contributions to plan in this plan year2024-10-11831
Other expenses paid from plan in this plan year2024-10-110
Other contributions to plan in this plan year2024-10-110
Other income to plan in this plan year2024-10-1110166
Plan net income in this plan year2024-10-11-14483
Net assets as of the end of the plan year2024-10-11104270
Net assets as of the beginning of the plan year2024-10-11118753
Employer contributions to plan in this plan year2024-10-110
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-119

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