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TAX DEFERRED ANNUITY PLAN OF THE LEESHORE CENTER 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF THE LEESHORE CENTER
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF THE LEESHORE CENTER 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

THE LEESHORE CENTER has sponsored the creation of one or more 401k plans.

Company Name:THE LEESHORE CENTER
Employer identification number (EIN):920069306
NAIC Classification:624200

Additional information about THE LEESHORE CENTER

Jurisdiction of Incorporation: Alaska Department Commerce, Community & Economic Development
Incorporation Date: 1978-05-08
Company Identification Number: 18427D
Legal Registered Office Address: 325 S SPRUCE ST

KENAI
United States of America (USA)
99611

More information about THE LEESHORE CENTER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF THE LEESHORE CENTER

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHELE JOHNSON2024-07-29
0012022-01-01MICHELE JOHNSON2023-08-21
0012021-01-01MICHELE JOHNSON2022-04-13
0012020-01-01MICHELE JOHNSON2021-03-16
0012019-01-01MICHELE JOHNSON2020-06-02
0012018-01-01MICHELE JOHNSON2019-07-19
0012017-01-01MICHELE JOHNSON2018-05-30 MICHELE JOHNSON2018-05-30
0012016-01-01MICHELE JOHNSON2017-04-04 MICHELE JOHNSON2017-04-04
0012015-01-01MICHELE JOHNSON2016-06-21 MICHELE JOHNSON2016-06-21
0012014-01-01MICHELE JOHNSON2015-05-15 MICHELE JOHNSON2015-05-15
0012013-01-01MICHELE JOHNSON2014-06-02 MICHELE JOHNSON2014-06-02
0012012-01-01MICHELE JOHNSON2013-06-07 MICHELE JOHNSON2013-06-07
0012011-01-01SUE BEST2012-05-24 SUE BEST2012-05-24
0012010-01-01SUE BEST2011-04-28 SUE BEST2011-04-28

Financial Data on TAX DEFERRED ANNUITY PLAN OF THE LEESHORE CENTER

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF THE LEESHORE CENTER 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-020
Total liabilities as of the end of the plan year2025-07-020
Total liabilities as of the beginning of the plan year2025-07-020
Total expenses incurred by plan in this plan year2025-07-028271
Net assets as of the end of the plan year2025-07-02217604
Total assets as of the beginning of the plan year2025-07-02205107
Value of plan covered by a fidelity bond2025-07-02192000
Participant contributions to plan in this plan year2025-07-022400
Value of participant loans at end of plan year2025-07-0264629
Other expenses paid from plan in this plan year2025-07-020
Other contributions to plan in this plan year2025-07-020
Other income to plan in this plan year2025-07-0218368
Plan net income in this plan year2025-07-0212497
Net assets as of the end of the plan year2025-07-02217604
Net assets as of the beginning of the plan year2025-07-02205107
Employer contributions to plan in this plan year2025-07-020
Fees paid to broker by Benefit Provider2025-07-023
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-0210
2024 : TAX DEFERRED ANNUITY PLAN OF THE LEESHORE CENTER 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-290
Total liabilities as of the end of the plan year2024-07-290
Total liabilities as of the beginning of the plan year2024-07-290
Total expenses incurred by plan in this plan year2024-07-2973101
Net assets as of the end of the plan year2024-07-29205107
Total assets as of the beginning of the plan year2024-07-29245243
Value of plan covered by a fidelity bond2024-07-29192000
Participant contributions to plan in this plan year2024-07-292900
Other expenses paid from plan in this plan year2024-07-290
Other contributions to plan in this plan year2024-07-290
Other income to plan in this plan year2024-07-2930065
Plan net income in this plan year2024-07-29-40136
Net assets as of the end of the plan year2024-07-29205107
Net assets as of the beginning of the plan year2024-07-29245243
Employer contributions to plan in this plan year2024-07-290
Fees paid to broker by Benefit Provider2024-07-2923
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2924
2022 : TAX DEFERRED ANNUITY PLAN OF THE LEESHORE CENTER 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-130
Total liabilities as of the end of the plan year2022-04-130
Total liabilities as of the beginning of the plan year2022-04-130
Total expenses incurred by plan in this plan year2022-04-133987
Net assets as of the end of the plan year2022-04-13276259
Total assets as of the beginning of the plan year2022-04-13236612
Value of plan covered by a fidelity bond2022-04-13192000
Participant contributions to plan in this plan year2022-04-1314115
Other expenses paid from plan in this plan year2022-04-1326
Other contributions to plan in this plan year2022-04-130
Other income to plan in this plan year2022-04-1329519
Plan net income in this plan year2022-04-1339647
Net assets as of the end of the plan year2022-04-13276259
Net assets as of the beginning of the plan year2022-04-13236612
Employer contributions to plan in this plan year2022-04-130
Fees paid to broker by Benefit Provider2022-04-1322

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