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TAX DEFERRED ANNUITY PLAN OF LEGAL AID OF MARIN 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF LEGAL AID OF MARIN
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF LEGAL AID OF MARIN 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 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)(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

LEGAL AID OF MARIN has sponsored the creation of one or more 401k plans.

Company Name:LEGAL AID OF MARIN
Employer identification number (EIN):941419330
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about LEGAL AID OF MARIN

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0353314

More information about LEGAL AID OF MARIN

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF LEGAL AID OF MARIN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JULIA CALDERON2024-09-05 JULIA CALDERON2024-09-05
0012022-01-01JULIA CALDERON2023-09-29
0012021-01-01CHRIS CABRAL2022-04-24
0012020-01-01STEPHANIE HAFFNER2021-06-25
0012019-01-01STEPHANIE HAFFNER2020-07-28
0012018-01-01STEPHANIE HAFFNER2019-09-23
0012017-01-01SANDRA ESQUIVIAS2018-07-27 SANDRA ESQUIVIAS2018-07-27
0012016-01-01DAVID SNYDER2017-05-22 DAVID SNYDER2017-05-22
0012015-01-01DAVID SNYDER2016-08-30 DAVID SNYDER2016-08-30
0012014-01-01MAURA PRENDIVILLE2015-07-28 MAURA PRENDIVILLE2015-07-28
0012013-01-01PAUL S. COHEN2014-05-09 PAUL S. COHEN2014-05-09
0012012-01-01PAUL S. COHEN2013-04-25 PAUL S. COHEN2013-04-25
0012011-01-01PAUL COHEN2012-06-26 PAUL COHEN2012-06-26
0012010-01-01PAUL S. COHEN2011-08-12 PAUL S. COHEN2011-08-12

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF LEGAL AID OF MARIN

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF LEGAL AID OF MARIN

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF LEGAL AID OF MARIN 2025 401k membership
Total number of particpants at beginning of year2025-07-1015
Total number of particpants at end of year2025-07-1021
Number of Participants With Account Balances2025-07-1018
2024: TAX DEFERRED ANNUITY PLAN OF LEGAL AID OF MARIN 2024 401k membership
Total number of particpants at beginning of year2024-09-0549
Total number of particpants at end of year2024-09-0543
Number of Participants With Account Balances2024-09-0542

Financial Data on TAX DEFERRED ANNUITY PLAN OF LEGAL AID OF MARIN

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF LEGAL AID OF MARIN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-10230
Net assets as of the end of the plan year2025-07-10125269
Total assets as of the beginning of the plan year2025-07-100
Participant contributions to plan in this plan year2025-07-1094717
Other contributions to plan in this plan year2025-07-101225
Other income to plan in this plan year2025-07-105776
Plan net income in this plan year2025-07-10125269
Net assets as of the end of the plan year2025-07-10125269
Net assets as of the beginning of the plan year2025-07-100
Employer contributions to plan in this plan year2025-07-1023781
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-10230
2024 : TAX DEFERRED ANNUITY PLAN OF LEGAL AID OF MARIN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-050
Total liabilities as of the end of the plan year2024-09-050
Total liabilities as of the beginning of the plan year2024-09-050
Total expenses incurred by plan in this plan year2024-09-05346683
Net assets as of the end of the plan year2024-09-05600177
Total assets as of the beginning of the plan year2024-09-05753206
Value of plan covered by a fidelity bond2024-09-05100000
Participant contributions to plan in this plan year2024-09-0582545
Other expenses paid from plan in this plan year2024-09-050
Other contributions to plan in this plan year2024-09-050
Other income to plan in this plan year2024-09-0587330
Plan net income in this plan year2024-09-05-153029
Net assets as of the end of the plan year2024-09-05600177
Net assets as of the beginning of the plan year2024-09-05753206
Employer contributions to plan in this plan year2024-09-0523779
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-05197

Potentially related plans

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