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TAX DEFERRED ANNUITY PLAN OF CHILDREN'S HOME OF STOCKTON 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF CHILDREN'S HOME OF STOCKTON
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF CHILDREN'S HOME OF STOCKTON Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 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

CHILDREN'S HOME OF STOCKTON has sponsored the creation of one or more 401k plans.

Company Name:CHILDREN'S HOME OF STOCKTON
Employer identification number (EIN):940382320
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 OF CHILDREN'S HOME OF STOCKTON

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01STEVE PARSONS2024-08-14
0022022-01-01STEVE PARSONS2023-10-12
0022021-01-01STEVE PARSONS2022-10-13
0022020-01-01STEVE PARSONS2021-10-15
0022019-01-01STEVE PARSONS2020-10-08
0022018-01-01STEVE PARSONS2019-10-09
0022017-01-01STEVEN PARSON2018-10-11
0022016-01-01STEVEN PARSON2017-10-16
0022015-01-01STEVEN PARSONS2016-08-05
0022014-01-01PHILLIP KOLODZIEJ2015-08-28
0022013-01-01PHILLIP KOLODZIEJ2014-06-09
0022012-01-01STEPHEN PARSONS2013-09-27 STEPHEN PARSONS2013-09-27
0022011-01-01STEPHEN PARSONS2012-09-06 STEPHEN PARSONS2012-09-06
0022010-01-01PHILIP KOLODZIEJ2011-10-17 NANCY BURNS2011-10-11

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF CHILDREN'S HOME OF STOCKTON

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF CHILDREN'S HOME OF STOCKTON

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF CHILDREN'S HOME OF STOCKTON 2025 401k membership
Total number of particpants at beginning of year2025-10-145
Total number of particpants at end of year2025-10-145
Number of Participants With Account Balances2025-10-145
2024: TAX DEFERRED ANNUITY PLAN OF CHILDREN'S HOME OF STOCKTON 2024 401k membership
Total number of particpants at beginning of year2024-08-1412
Total number of particpants at end of year2024-08-1410
Number of Participants With Account Balances2024-08-1410

Financial Data on TAX DEFERRED ANNUITY PLAN OF CHILDREN'S HOME OF STOCKTON

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF CHILDREN'S HOME OF STOCKTON 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-1410135
Net assets as of the end of the plan year2025-10-14773762
Total assets as of the beginning of the plan year2025-10-14740548
Other income to plan in this plan year2025-10-1443349
Plan net income in this plan year2025-10-1433214
Net assets as of the end of the plan year2025-10-14773762
Net assets as of the beginning of the plan year2025-10-14740548
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-14535
2024 : TAX DEFERRED ANNUITY PLAN OF CHILDREN'S HOME OF STOCKTON 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-1482231
Net assets as of the end of the plan year2024-08-14740548
Total assets as of the beginning of the plan year2024-08-14777560
Other income to plan in this plan year2024-08-1445219
Plan net income in this plan year2024-08-14-37012
Net assets as of the end of the plan year2024-08-14740548
Net assets as of the beginning of the plan year2024-08-14777560
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-14772

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