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TAX DEFERRED ANNUITY PLAN OF THE CENTER FOR SOCIAL AND ENVIRONMENTAL STEWARDSH 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF THE CENTER FOR SOCIAL AND ENVIRONMENTAL STEWARDSH
Plan identification number 003

TAX DEFERRED ANNUITY PLAN OF THE CENTER FOR SOCIAL AND ENVIRONMENTAL STEWARDSH 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

THE CENTER FOR SOCIAL ENVIRONMENTAL STEWARDSHIP has sponsored the creation of one or more 401k plans.

Company Name:THE CENTER FOR SOCIAL ENVIRONMENTAL STEWARDSHIP
Employer identification number (EIN):942345807
NAIC Classification:921000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF THE CENTER FOR SOCIAL AND ENVIRONMENTAL STEWARDSH

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01DAVE KORESSEL2024-09-26
0032022-01-01DAVE KORESSEL2023-10-05
0032021-01-01DAVE KORESSEL2022-10-17
0032020-01-01DAVE KORESSEL2021-06-24
0032019-01-01DAVE KORESSEL2020-07-14
0032018-01-01DAVE KORESSEL2019-07-24
0032017-01-01CHE CASUL2018-10-09 CHE2018-10-09
0032016-01-01NANCY LESA, PH.D.2017-07-20 NANCY LESA, PH.D.2017-07-20
0032015-01-01NANCY LESA, PH.D.2016-07-29
0032014-01-01NANCY LESA, PH.D.2015-07-28
0032013-01-01NANCYLESA, PH.D.2014-07-10 NANCY LESA, PH.D2014-07-10
0032012-01-01NANCY LESA2013-07-24 NANCY LESA2013-07-24
0032011-01-01NANCY LESA2012-05-22 NANCY LESA2012-05-22

Financial Data on TAX DEFERRED ANNUITY PLAN OF THE CENTER FOR SOCIAL AND ENVIRONMENTAL STEWARDSH

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF THE CENTER FOR SOCIAL AND ENVIRONMENTAL STEWARDSH 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-110
Total liabilities as of the end of the plan year2025-06-110
Total liabilities as of the beginning of the plan year2025-06-110
Total expenses incurred by plan in this plan year2025-06-11169037
Net assets as of the end of the plan year2025-06-111030785
Total assets as of the beginning of the plan year2025-06-111061446
Value of plan covered by a fidelity bond2025-06-11127000
Participant contributions to plan in this plan year2025-06-1113878
Other expenses paid from plan in this plan year2025-06-110
Other contributions to plan in this plan year2025-06-110
Other income to plan in this plan year2025-06-11124498
Plan net income in this plan year2025-06-11-30661
Net assets as of the end of the plan year2025-06-111030785
Net assets as of the beginning of the plan year2025-06-111061446
Employer contributions to plan in this plan year2025-06-110
Fees paid to broker by Benefit Provider2025-06-119
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-1178
2024 : TAX DEFERRED ANNUITY PLAN OF THE CENTER FOR SOCIAL AND ENVIRONMENTAL STEWARDSH 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-260
Total liabilities as of the end of the plan year2024-09-260
Total liabilities as of the beginning of the plan year2024-09-260
Total expenses incurred by plan in this plan year2024-09-2689301
Net assets as of the end of the plan year2024-09-261061446
Total assets as of the beginning of the plan year2024-09-261008982
Value of plan covered by a fidelity bond2024-09-26127000
Participant contributions to plan in this plan year2024-09-267770
Other expenses paid from plan in this plan year2024-09-260
Other contributions to plan in this plan year2024-09-260
Other income to plan in this plan year2024-09-26133995
Plan net income in this plan year2024-09-2652464
Net assets as of the end of the plan year2024-09-261061446
Net assets as of the beginning of the plan year2024-09-261008982
Employer contributions to plan in this plan year2024-09-260
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-2624

Potentially related plans

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