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NATIONAL ALLIANCE OF STATE AND TERRITORIAL AIDS DIRECTORS 403(B) PLAN 401k Plan overview

Plan NameNATIONAL ALLIANCE OF STATE AND TERRITORIAL AIDS DIRECTORS 403(B) PLAN
Plan identification number 001

NATIONAL ALLIANCE OF STATE AND TERRITORIAL AIDS DIRECTORS 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

NATIONAL ALLIANCE OF STATE AND TERRITORIAL AIDS DIRECTORS has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL ALLIANCE OF STATE AND TERRITORIAL AIDS DIRECTORS
Employer identification number (EIN):911568650
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL ALLIANCE OF STATE AND TERRITORIAL AIDS DIRECTORS 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-10-01VIRGINIE CAREY2024-04-29 VIRGINIE CAREY2024-04-29
0012021-10-01VIRGINIE CAREY2023-04-12 VIRGINIE CAREY2023-04-12
0012020-10-01SUZANNE LAFLAIR2022-03-07 SUZANNE LAFLAIR2022-03-07
0012019-10-01LUCIANA GORDON SMITH2020-12-07
0012019-10-01LUCIANA GORDON SMITH2020-12-07
0012018-10-01STEPHANIE PORTER2020-06-17
0012017-10-01STEPHANIE PORTER2019-03-04 STEPHANIE PORTER2019-03-04
0012016-10-01STEPHANIE PORTER2018-07-09 STEPHANIE PORTER2018-07-09
0012015-10-01STEPHANIE PORTER2017-07-14 STEPHANIE PORTER2017-07-14
0012014-10-01STEPHANIE PORTER2016-06-09 STEPHANIE PORTER2016-06-09
0012013-10-01KELLY CAMPAGNE2015-07-09 KELLY CAMPAGNE2015-07-09
0012012-10-01KELLY CAMPAGNE2013-11-30 KELLY CAMPAGNE2013-11-30
0012011-10-01KELLY CAMPAGNE2012-12-20
0012010-10-01KELLY CAMPAGNE2011-12-12

Financial Data on NATIONAL ALLIANCE OF STATE AND TERRITORIAL AIDS DIRECTORS 403(B) PLAN

Measure Date Value
2025 : NATIONAL ALLIANCE OF STATE AND TERRITORIAL AIDS DIRECTORS 403(B) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-14480354
Net assets as of the end of the plan year2025-05-147000564
Total assets as of the beginning of the plan year2025-05-145108360
Value of plan covered by a fidelity bond2025-05-141000000
Participant contributions to plan in this plan year2025-05-14384144
Value of participant loans at end of plan year2025-05-1465863
Other contributions to plan in this plan year2025-05-14171068
Other income to plan in this plan year2025-05-141398425
Plan net income in this plan year2025-05-141892204
Net assets as of the end of the plan year2025-05-147000564
Net assets as of the beginning of the plan year2025-05-145108360
Employer contributions to plan in this plan year2025-05-14418921
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-1417593

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