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TAX DEFERRED ANNUITY PLAN OF PALMER SENIOR CITIZEN'S CENTER, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF PALMER SENIOR CITIZEN'S CENTER, INC.
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF PALMER SENIOR CITIZEN'S CENTER, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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

PALMER SENIOR CITIZEN'S CENTER, INC . has sponsored the creation of one or more 401k plans.

Company Name:PALMER SENIOR CITIZEN'S CENTER, INC .
Employer identification number (EIN):920078503
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF PALMER SENIOR CITIZEN'S CENTER, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01KIRK HENKE2024-09-11
0022022-01-01KIRK HENKE2023-08-22
0022021-01-01KIRK HENKE2022-08-22
0022020-01-01KIRK HENKE2021-07-28
0022019-01-01KIRK HENKE2020-10-14
0022018-01-01AMANDA WATSON2019-10-11
0022017-01-01FRED TRABER2018-07-31 FRED TRABER2018-07-31
0022016-01-01RACHEL E GREENBERG2017-07-12 RACHEL E GREENBERG2017-07-12
0022015-01-01RACHEL E GREENBERG2016-07-21 RACHEL E GREENBERG2016-07-21
0022014-01-01RACHEL E GREENBERG2015-07-28 RACHEL E GREENBERG2015-07-28
0022013-01-01RACHEL E. GREENBERG2014-07-18 RACHEL E GREENBERG2014-07-18
0022012-01-01RACHEL E. GREENBERG2013-07-01 RACHEL E. GREENBERG2013-07-01
0022011-01-01RACHEL E GREENBERG2012-07-13 RACHEL E GREENBERG2012-07-13
0022010-01-01RACHEL GREENBERG2011-07-29 RACHEL GREENBERG2011-07-29

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF PALMER SENIOR CITIZEN'S CENTER, INC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF PALMER SENIOR CITIZEN'S CENTER, INC.

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF PALMER SENIOR CITIZEN'S CENTER, INC. 2025 401k membership
Total number of particpants at beginning of year2025-05-064
Total number of particpants at end of year2025-05-060
Number of Participants With Account Balances2025-05-060
2024: TAX DEFERRED ANNUITY PLAN OF PALMER SENIOR CITIZEN'S CENTER, INC. 2024 401k membership
Total number of particpants at beginning of year2024-09-114
Total number of particpants at end of year2024-09-114
Number of Participants With Account Balances2024-09-114

Financial Data on TAX DEFERRED ANNUITY PLAN OF PALMER SENIOR CITIZEN'S CENTER, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF PALMER SENIOR CITIZEN'S CENTER, INC. 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-05-060
Total expenses incurred by plan in this plan year2025-05-064658
Net assets as of the end of the plan year2025-05-06100089
Total assets as of the beginning of the plan year2025-05-0687320
Value of plan covered by a fidelity bond2025-05-06100000
Participant contributions to plan in this plan year2025-05-062228
Other expenses paid from plan in this plan year2025-05-060
Other contributions to plan in this plan year2025-05-060
Other income to plan in this plan year2025-05-0615199
Plan net income in this plan year2025-05-0612769
Net assets as of the end of the plan year2025-05-06100089
Net assets as of the beginning of the plan year2025-05-0687320
Employer contributions to plan in this plan year2025-05-060
Fees paid to broker by Benefit Provider2025-05-064
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-0638
2024 : TAX DEFERRED ANNUITY PLAN OF PALMER SENIOR CITIZEN'S CENTER, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-110
Total liabilities as of the end of the plan year2024-09-110
Total liabilities as of the beginning of the plan year2024-09-110
Total expenses incurred by plan in this plan year2024-09-1124
Net assets as of the end of the plan year2024-09-1187320
Total assets as of the beginning of the plan year2024-09-1168703
Value of plan covered by a fidelity bond2024-09-11100000
Participant contributions to plan in this plan year2024-09-114423
Other expenses paid from plan in this plan year2024-09-110
Other contributions to plan in this plan year2024-09-110
Other income to plan in this plan year2024-09-1114218
Plan net income in this plan year2024-09-1118617
Net assets as of the end of the plan year2024-09-1187320
Net assets as of the beginning of the plan year2024-09-1168703
Employer contributions to plan in this plan year2024-09-110
Fees paid to broker by Benefit Provider2024-09-1116
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-1124

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