| Plan Name | TAX DEFERRED ANNUITY PLAN OF THE LEESHORE CENTER |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| 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
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | MICHELE JOHNSON | 2024-07-29 | ||
| 001 | 2022-01-01 | MICHELE JOHNSON | 2023-08-21 | ||
| 001 | 2021-01-01 | MICHELE JOHNSON | 2022-04-13 | ||
| 001 | 2020-01-01 | MICHELE JOHNSON | 2021-03-16 | ||
| 001 | 2019-01-01 | MICHELE JOHNSON | 2020-06-02 | ||
| 001 | 2018-01-01 | MICHELE JOHNSON | 2019-07-19 | ||
| 001 | 2017-01-01 | MICHELE JOHNSON | 2018-05-30 | MICHELE JOHNSON | 2018-05-30 |
| 001 | 2016-01-01 | MICHELE JOHNSON | 2017-04-04 | MICHELE JOHNSON | 2017-04-04 |
| 001 | 2015-01-01 | MICHELE JOHNSON | 2016-06-21 | MICHELE JOHNSON | 2016-06-21 |
| 001 | 2014-01-01 | MICHELE JOHNSON | 2015-05-15 | MICHELE JOHNSON | 2015-05-15 |
| 001 | 2013-01-01 | MICHELE JOHNSON | 2014-06-02 | MICHELE JOHNSON | 2014-06-02 |
| 001 | 2012-01-01 | MICHELE JOHNSON | 2013-06-07 | MICHELE JOHNSON | 2013-06-07 |
| 001 | 2011-01-01 | SUE BEST | 2012-05-24 | SUE BEST | 2012-05-24 |
| 001 | 2010-01-01 | SUE BEST | 2011-04-28 | SUE BEST | 2011-04-28 |
| Measure | Date | Value |
|---|---|---|
| 2025 : TAX DEFERRED ANNUITY PLAN OF THE LEESHORE CENTER 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-07-02 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-02 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-02 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-02 | 8271 |
| Net assets as of the end of the plan year | 2025-07-02 | 217604 |
| Total assets as of the beginning of the plan year | 2025-07-02 | 205107 |
| Value of plan covered by a fidelity bond | 2025-07-02 | 192000 |
| Participant contributions to plan in this plan year | 2025-07-02 | 2400 |
| Value of participant loans at end of plan year | 2025-07-02 | 64629 |
| Other expenses paid from plan in this plan year | 2025-07-02 | 0 |
| Other contributions to plan in this plan year | 2025-07-02 | 0 |
| Other income to plan in this plan year | 2025-07-02 | 18368 |
| Plan net income in this plan year | 2025-07-02 | 12497 |
| Net assets as of the end of the plan year | 2025-07-02 | 217604 |
| Net assets as of the beginning of the plan year | 2025-07-02 | 205107 |
| Employer contributions to plan in this plan year | 2025-07-02 | 0 |
| Fees paid to broker by Benefit Provider | 2025-07-02 | 3 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-02 | 10 |
| 2024 : TAX DEFERRED ANNUITY PLAN OF THE LEESHORE CENTER 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-07-29 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-29 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-29 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-29 | 73101 |
| Net assets as of the end of the plan year | 2024-07-29 | 205107 |
| Total assets as of the beginning of the plan year | 2024-07-29 | 245243 |
| Value of plan covered by a fidelity bond | 2024-07-29 | 192000 |
| Participant contributions to plan in this plan year | 2024-07-29 | 2900 |
| Other expenses paid from plan in this plan year | 2024-07-29 | 0 |
| Other contributions to plan in this plan year | 2024-07-29 | 0 |
| Other income to plan in this plan year | 2024-07-29 | 30065 |
| Plan net income in this plan year | 2024-07-29 | -40136 |
| Net assets as of the end of the plan year | 2024-07-29 | 205107 |
| Net assets as of the beginning of the plan year | 2024-07-29 | 245243 |
| Employer contributions to plan in this plan year | 2024-07-29 | 0 |
| Fees paid to broker by Benefit Provider | 2024-07-29 | 23 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-29 | 24 |
| 2022 : TAX DEFERRED ANNUITY PLAN OF THE LEESHORE CENTER 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-04-13 | 0 |
| Total liabilities as of the end of the plan year | 2022-04-13 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-04-13 | 0 |
| Total expenses incurred by plan in this plan year | 2022-04-13 | 3987 |
| Net assets as of the end of the plan year | 2022-04-13 | 276259 |
| Total assets as of the beginning of the plan year | 2022-04-13 | 236612 |
| Value of plan covered by a fidelity bond | 2022-04-13 | 192000 |
| Participant contributions to plan in this plan year | 2022-04-13 | 14115 |
| Other expenses paid from plan in this plan year | 2022-04-13 | 26 |
| Other contributions to plan in this plan year | 2022-04-13 | 0 |
| Other income to plan in this plan year | 2022-04-13 | 29519 |
| Plan net income in this plan year | 2022-04-13 | 39647 |
| Net assets as of the end of the plan year | 2022-04-13 | 276259 |
| Net assets as of the beginning of the plan year | 2022-04-13 | 236612 |
| Employer contributions to plan in this plan year | 2022-04-13 | 0 |
| Fees paid to broker by Benefit Provider | 2022-04-13 | 22 |