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TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN
Plan identification number 001

TAX DEFERRED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

LILLIE RICE CENTER, INC has sponsored the creation of one or more 401k plans.

Company Name:LILLIE RICE CENTER, INC
Employer identification number (EIN):910789757
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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CHRISTINE DAUDT2024-08-12
0012022-01-01CHRISTINE DAUDT2023-08-21
0012021-01-01CHRISTINE DAUDT2023-08-14
0012020-01-01CHRISTINE DAUDT2021-07-23 CHRISTINE DAUDT2021-07-23
0012019-01-01CHRISTINE DAUDT2020-07-24 CHRISTINE DAUDT2020-07-24
0012018-01-01CHRISTINE DAUDT2019-07-12 CHRISTINE DAUDT2019-07-12
0012017-01-01CHRISTINE DAUDT2018-07-31
0012016-01-01CHRISTINE DAUDT2017-06-15
0012015-01-01CHRISTINE DAUDT2016-11-08 CHRISTINE DAUDT2016-11-08
0012014-01-01CHRISTINE DAUDT2015-04-14
0012013-01-01CHRISTINE DAUDT2014-10-29 CHRISTINE DAUDT2014-10-29
0012012-01-01CHRISTINE DAUDT2014-10-29 CHRISTINE DAUDT2014-10-29
0012011-01-01CHRISTINE DAUDT2012-05-15
0012010-01-01CHRISTINE DAUDT2011-05-24
0012008-01-01CHRISTINE DAUDT
0012007-01-01CHRISTINE DAUDT

Financial Data on TAX DEFERRED ANNUITY PLAN

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-08-147032
Total liabilities as of the beginning of the plan year2025-08-1419561
Total expenses incurred by plan in this plan year2025-08-147032
Net assets as of the end of the plan year2025-08-14435918
Total assets as of the beginning of the plan year2025-08-14431321
Value of participant loans at end of plan year2025-08-147699
Other expenses paid from plan in this plan year2025-08-1444
Other income to plan in this plan year2025-08-1417124
Plan net income in this plan year2025-08-1417126
Net assets as of the end of the plan year2025-08-14428886
Net assets as of the beginning of the plan year2025-08-14411760
Employer contributions to plan in this plan year2025-08-147034
2024 : TAX DEFERRED ANNUITY PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-08-1219561
Total liabilities as of the beginning of the plan year2024-08-1215876
Total expenses incurred by plan in this plan year2024-08-1219561
Net assets as of the end of the plan year2024-08-12431321
Total assets as of the beginning of the plan year2024-08-12422824
Value of participant loans at end of plan year2024-08-127834
Other expenses paid from plan in this plan year2024-08-1260
Other income to plan in this plan year2024-08-1216897
Plan net income in this plan year2024-08-124812
Net assets as of the end of the plan year2024-08-12411760
Net assets as of the beginning of the plan year2024-08-12406948
Employer contributions to plan in this plan year2024-08-127476

Form 5500 Responses for TAX DEFERRED ANNUITY PLAN

2008: TAX DEFERRED ANNUITY PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2007: TAX DEFERRED ANNUITY PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo

Potentially related plans

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