SENIOR ADVOCACY SERVICES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND
Measure | Date | Value |
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2022: MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 2 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 2 |
Total of all active and inactive participants | 2022-01-01 | 2 |
Total participants | 2022-01-01 | 2 |
Number of participants with account balances | 2022-01-01 | 0 |
2021: MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 3 |
Total of all active and inactive participants | 2021-01-01 | 3 |
Total participants | 2021-01-01 | 3 |
Number of participants with account balances | 2021-01-01 | 0 |
2020: MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 5 |
Total of all active and inactive participants | 2020-01-01 | 5 |
Total participants | 2020-01-01 | 5 |
Number of participants with account balances | 2020-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 5 |
2019: MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 5 |
Total of all active and inactive participants | 2019-01-01 | 5 |
Total participants | 2019-01-01 | 5 |
Number of participants with account balances | 2019-01-01 | 5 |
2018: MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 5 |
Total of all active and inactive participants | 2018-01-01 | 5 |
Total participants | 2018-01-01 | 5 |
2017: MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 5 |
Total of all active and inactive participants | 2017-01-01 | 5 |
Total participants | 2017-01-01 | 5 |
Number of participants with account balances | 2017-01-01 | 3 |
2016: MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 5 |
Total of all active and inactive participants | 2016-01-01 | 5 |
Total participants | 2016-01-01 | 5 |
Number of participants with account balances | 2016-01-01 | 3 |
2015: MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 5 |
Total of all active and inactive participants | 2015-01-01 | 5 |
Total participants | 2015-01-01 | 5 |
Number of participants with account balances | 2015-01-01 | 5 |
2014: MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 5 |
Total of all active and inactive participants | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 0 |
Number of participants with account balances | 2014-01-01 | 5 |
2013: MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 5 |
Total of all active and inactive participants | 2013-01-01 | 5 |
Total participants | 2013-01-01 | 5 |
Number of participants with account balances | 2013-01-01 | 5 |
2012: MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 2 |
Total of all active and inactive participants | 2012-01-01 | 7 |
Total participants | 2012-01-01 | 7 |
Number of participants with account balances | 2012-01-01 | 7 |
2011: MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 9 |
Total of all active and inactive participants | 2011-01-01 | 9 |
Total participants | 2011-01-01 | 9 |
Number of participants with account balances | 2011-01-01 | 9 |
Measure | Date | Value |
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2022 : MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-2,099 |
Total plan assets at end of year | 2022-12-31 | $20,586 |
Total plan assets at beginning of year | 2022-12-31 | $22,685 |
Other income received | 2022-12-31 | $-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 |
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Total plan assets at end of year | 2021-12-31 | $22,685 |
Total plan assets at beginning of year | 2021-12-31 | $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 |
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Total income from all sources | 2020-12-31 | $2,575 |
Expenses. Total of all expenses incurred | 2020-12-31 | $17,311 |
Benefits paid (including direct rollovers) | 2020-12-31 | $17,287 |
Total plan assets at end of year | 2020-12-31 | $22,685 |
Total plan assets at beginning of year | 2020-12-31 | $37,421 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $24 |
Other income received | 2020-12-31 | $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 |
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Total income from all sources | 2019-12-31 | $5,217 |
Total plan assets at end of year | 2019-12-31 | $37,421 |
Total plan assets at beginning of year | 2019-12-31 | $32,204 |
Other income received | 2019-12-31 | $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 |
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Total income from all sources | 2018-12-31 | $-1,496 |
Expenses. Total of all expenses incurred | 2018-12-31 | $48 |
Total plan assets at end of year | 2018-12-31 | $32,204 |
Total plan assets at beginning of year | 2018-12-31 | $33,748 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $48 |
Other income received | 2018-12-31 | $-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 |
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Total income from all sources | 2017-12-31 | $2,879 |
Expenses. Total of all expenses incurred | 2017-12-31 | $48 |
Total plan assets at end of year | 2017-12-31 | $33,748 |
Total plan assets at beginning of year | 2017-12-31 | $30,917 |
Other income received | 2017-12-31 | $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 |
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Total income from all sources | 2016-12-31 | $1,171 |
Expenses. Total of all expenses incurred | 2016-12-31 | $48 |
Total plan assets at end of year | 2016-12-31 | $30,917 |
Total plan assets at beginning of year | 2016-12-31 | $29,794 |
Other income received | 2016-12-31 | $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 |
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Total income from all sources | 2015-12-31 | $-534 |
Expenses. Total of all expenses incurred | 2015-12-31 | $48 |
Total plan assets at end of year | 2015-12-31 | $29,794 |
Total plan assets at beginning of year | 2015-12-31 | $30,376 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $48 |
Other income received | 2015-12-31 | $-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 |
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Total income from all sources | 2014-12-31 | $1,669 |
Expenses. Total of all expenses incurred | 2014-12-31 | $48 |
Total plan assets at end of year | 2014-12-31 | $30,376 |
Total plan assets at beginning of year | 2014-12-31 | $28,755 |
Other income received | 2014-12-31 | $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 |
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Total income from all sources | 2013-12-31 | $3,188 |
Expenses. Total of all expenses incurred | 2013-12-31 | $19,259 |
Benefits paid (including direct rollovers) | 2013-12-31 | $18,756 |
Total plan assets at end of year | 2013-12-31 | $28,755 |
Total plan assets at beginning of year | 2013-12-31 | $44,826 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $53 |
Other income received | 2013-12-31 | $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 loans | 2013-12-31 | $450 |
2012 : MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $8,343 |
Expenses. Total of all expenses incurred | 2012-12-31 | $118,925 |
Benefits paid (including direct rollovers) | 2012-12-31 | $118,925 |
Total plan assets at end of year | 2012-12-31 | $44,826 |
Total plan assets at beginning of year | 2012-12-31 | $155,408 |
Total contributions received or receivable from participants | 2012-12-31 | $2,953 |
Other income received | 2012-12-31 | $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 |
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Total income from all sources | 2011-12-31 | $18,272 |
Expenses. Total of all expenses incurred | 2011-12-31 | $5,941 |
Benefits paid (including direct rollovers) | 2011-12-31 | $5,941 |
Total plan assets at end of year | 2011-12-31 | $155,408 |
Total plan assets at beginning of year | 2011-12-31 | $143,077 |
Value of fidelity bond covering the plan | 2011-12-31 | $50,000 |
Total contributions received or receivable from participants | 2011-12-31 | $15,270 |
Other income received | 2011-12-31 | $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 |
2022: MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Insurance | Yes |
2022-01-01 | Plan benefit arrangement – Insurance | Yes |
2021: MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
2020: MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2019: MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2018: MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2017: MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2016: MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2015: MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2014: MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2013: MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2012: MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2011: MUTUAL OF AMERICA TAX DEFERRED ANNUITY FUND 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
Policy contract number | 015415-E |
Policy instance | 1 |
Insurance contract or identification number | 015415-E | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Contracts With Unallocated Funds Deposit Administration | 1 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
Policy contract number | 015415-E |
Policy instance | 1 |
Insurance contract or identification number | 015415-E | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Contracts With Unallocated Funds Deposit Administration | 1 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
Policy contract number | 015415-E |
Policy instance | 1 |
Insurance contract or identification number | 015415-E | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Contracts With Unallocated Funds Deposit Administration | 1 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
Policy contract number | 015415-E |
Policy instance | 1 |
Insurance contract or identification number | 015415-E | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Contracts With Unallocated Funds Deposit Administration | 1 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
Policy contract number | 015415-E |
Policy instance | 1 |
Insurance contract or identification number | 015415-E | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Contracts With Unallocated Funds Deposit Administration | 1 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
Policy contract number | 015415-E |
Policy instance | 1 |
Insurance contract or identification number | 015415-E | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Contracts With Unallocated Funds Deposit Administration | 1 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
Policy contract number | 015415-E |
Policy instance | 1 |
Insurance contract or identification number | 015415-E | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Contracts With Unallocated Funds Deposit Administration | 1 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
Policy contract number | 015415-E |
Policy instance | 1 |
Insurance contract or identification number | 015415-E | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Contracts With Unallocated Funds Deposit Administration | 1 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
Policy contract number | 015415-E |
Policy instance | 1 |
Insurance contract or identification number | 015415-E | Number of Individuals Covered | 5 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Contracts With Unallocated Funds Deposit Administration | 1 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
Policy contract number | 015415-E |
Policy instance | 1 |
Insurance contract or identification number | 015415-E | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Contracts With Unallocated Funds Deposit Administration | 1 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
Policy contract number | 015415-E |
Policy instance | 1 |
Insurance contract or identification number | 015415-E | Number of Individuals Covered | 9 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Contracts With Unallocated Funds Deposit Administration | 1 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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