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MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 401k Plan overview

Plan NameMUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND
Plan identification number 002

MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.

401k Sponsoring company profile

SENIOR ADVOCACY SERVICES has sponsored the creation of one or more 401k plans.

Company Name:SENIOR ADVOCACY SERVICES
Employer identification number (EIN):942684774
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about SENIOR ADVOCACY SERVICES

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0973565

More information about SENIOR ADVOCACY SERVICES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01CRISTA BARNETT NELSON
0022023-01-01
0022023-01-01CRISTA BARNETT NELSON2025-01-08
0022022-01-01
0022022-01-01CRISTA BARNETT NELSON
0022021-01-01
0022021-01-01CRISTA BARNETT NELSON
0022020-01-01
0022019-01-01
0022019-01-01
0022018-01-01
0022017-01-01CRISTA CHELEMEDOS
0022016-01-01CRISTA CHELEMEDOS
0022015-01-01CRISTA CHELEMEDOS
0022014-01-01CRISTA CHELEMEDOS
0022013-01-01CRISTA CHELEMEDOS
0022012-01-01CRISTA CHELEMEDOS
0022011-01-01CRISTA CHELEMEDOS

Financial Data on MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND

Measure Date Value
2025 : MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2025 401k financial data
Total expenses incurred by plan in this plan year2025-01-080
Net assets as of the end of the plan year2025-01-0823730
Total assets as of the beginning of the plan year2025-01-0820586
Other income to plan in this plan year2025-01-083144
Plan net income in this plan year2025-01-083144
Net assets as of the end of the plan year2025-01-0823730
Net assets as of the beginning of the plan year2025-01-0820586
2023 : MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2023 401k financial data
Total income from all sources2023-12-31$3,144
Total plan assets at end of year2023-12-31$23,730
Total plan assets at beginning of year2023-12-31$20,586
Other income received2023-12-31$3,144
Net income (gross income less expenses)2023-12-31$3,144
Net plan assets at end of year (total assets less liabilities)2023-12-31$23,730
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$20,586
2022 : MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2022 401k financial data
Total income from all sources2022-12-31$-2,099
Total plan assets at end of year2022-12-31$20,586
Total plan assets at beginning of year2022-12-31$22,685
Other income received2022-12-31$-2,099
Net income (gross income less expenses)2022-12-31$-2,099
Net plan assets at end of year (total assets less liabilities)2022-12-31$20,586
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$22,685
2021 : MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2021 401k financial data
Total plan assets at end of year2021-12-31$22,685
Total plan assets at beginning of year2021-12-31$22,685
Net plan assets at end of year (total assets less liabilities)2021-12-31$22,685
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$22,685
2020 : MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2020 401k financial data
Total income from all sources2020-12-31$2,575
Expenses. Total of all expenses incurred2020-12-31$17,311
Benefits paid (including direct rollovers)2020-12-31$17,287
Total plan assets at end of year2020-12-31$22,685
Total plan assets at beginning of year2020-12-31$37,421
Expenses. Other expenses not covered elsewhere2020-12-31$24
Other income received2020-12-31$2,575
Net income (gross income less expenses)2020-12-31$-14,736
Net plan assets at end of year (total assets less liabilities)2020-12-31$22,685
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$37,421
2019 : MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2019 401k financial data
Total income from all sources2019-12-31$5,217
Total plan assets at end of year2019-12-31$37,421
Total plan assets at beginning of year2019-12-31$32,204
Other income received2019-12-31$5,217
Net income (gross income less expenses)2019-12-31$5,217
Net plan assets at end of year (total assets less liabilities)2019-12-31$37,421
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$32,204
2018 : MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2018 401k financial data
Total income from all sources2018-12-31$-1,496
Expenses. Total of all expenses incurred2018-12-31$48
Total plan assets at end of year2018-12-31$32,204
Total plan assets at beginning of year2018-12-31$33,748
Expenses. Other expenses not covered elsewhere2018-12-31$48
Other income received2018-12-31$-1,496
Net income (gross income less expenses)2018-12-31$-1,544
Net plan assets at end of year (total assets less liabilities)2018-12-31$32,204
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$33,748
2017 : MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2017 401k financial data
Total income from all sources2017-12-31$2,879
Expenses. Total of all expenses incurred2017-12-31$48
Total plan assets at end of year2017-12-31$33,748
Total plan assets at beginning of year2017-12-31$30,917
Other income received2017-12-31$2,879
Net income (gross income less expenses)2017-12-31$2,831
Net plan assets at end of year (total assets less liabilities)2017-12-31$33,748
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$30,917
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$48
2016 : MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2016 401k financial data
Total income from all sources2016-12-31$1,171
Expenses. Total of all expenses incurred2016-12-31$48
Total plan assets at end of year2016-12-31$30,917
Total plan assets at beginning of year2016-12-31$29,794
Other income received2016-12-31$1,171
Net income (gross income less expenses)2016-12-31$1,123
Net plan assets at end of year (total assets less liabilities)2016-12-31$30,917
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$29,794
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$48
2015 : MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2015 401k financial data
Total income from all sources2015-12-31$-534
Expenses. Total of all expenses incurred2015-12-31$48
Total plan assets at end of year2015-12-31$29,794
Total plan assets at beginning of year2015-12-31$30,376
Expenses. Other expenses not covered elsewhere2015-12-31$48
Other income received2015-12-31$-534
Net income (gross income less expenses)2015-12-31$-582
Net plan assets at end of year (total assets less liabilities)2015-12-31$29,794
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$30,376
2014 : MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2014 401k financial data
Total income from all sources2014-12-31$1,669
Expenses. Total of all expenses incurred2014-12-31$48
Total plan assets at end of year2014-12-31$30,376
Total plan assets at beginning of year2014-12-31$28,755
Other income received2014-12-31$1,669
Net income (gross income less expenses)2014-12-31$1,621
Net plan assets at end of year (total assets less liabilities)2014-12-31$30,376
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$28,755
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$48
2013 : MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2013 401k financial data
Total income from all sources2013-12-31$3,188
Expenses. Total of all expenses incurred2013-12-31$19,259
Benefits paid (including direct rollovers)2013-12-31$18,756
Total plan assets at end of year2013-12-31$28,755
Total plan assets at beginning of year2013-12-31$44,826
Expenses. Other expenses not covered elsewhere2013-12-31$53
Other income received2013-12-31$3,188
Net income (gross income less expenses)2013-12-31$-16,071
Net plan assets at end of year (total assets less liabilities)2013-12-31$28,755
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$44,826
Value of certain deemed distributions of participant loans2013-12-31$450
2012 : MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2012 401k financial data
Total income from all sources2012-12-31$8,343
Expenses. Total of all expenses incurred2012-12-31$118,925
Benefits paid (including direct rollovers)2012-12-31$118,925
Total plan assets at end of year2012-12-31$44,826
Total plan assets at beginning of year2012-12-31$155,408
Total contributions received or receivable from participants2012-12-31$2,953
Other income received2012-12-31$5,390
Net income (gross income less expenses)2012-12-31$-110,582
Net plan assets at end of year (total assets less liabilities)2012-12-31$44,826
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$155,408
2011 : MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2011 401k financial data
Total income from all sources2011-12-31$18,272
Expenses. Total of all expenses incurred2011-12-31$5,941
Benefits paid (including direct rollovers)2011-12-31$5,941
Total plan assets at end of year2011-12-31$155,408
Total plan assets at beginning of year2011-12-31$143,077
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$15,270
Other income received2011-12-31$3,002
Net income (gross income less expenses)2011-12-31$12,331
Net plan assets at end of year (total assets less liabilities)2011-12-31$155,408
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$143,077

Form 5500 Responses for MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND

2023: MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan benefit arrangement – InsuranceYes
2022: MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number015415-E
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number015415-E
Policy instance 1
Insurance contract or identification number015415-E
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number015415-E
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number015415-E
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number015415-E
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number015415-E
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number015415-E
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number015415-E
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number015415-E
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number015415-E
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number015415-E
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number015415-E
Policy instance 1

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