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| Plan Name | TRAVELERS AID SOCIETY OF SAN DIEGO TAX DEFERRED ANNUITY |
| Plan identification number | 004 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | TRAVELERS AID SOCIETY OF SAN DIEGO, INC. |
| Employer identification number (EIN): | 951727674 |
| NAIC Classification: | 624200 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 004 | 2020-01-01 | MARCY ROKE | 2021-07-28 | ||
| 004 | 2020-01-01 | MARCY ROKE | 2024-02-01 | MARCY ROKE | 2024-02-01 |
| 004 | 2019-01-01 | MARCY ROKE | 2020-07-24 | ||
| 004 | 2018-01-01 | KATHLEEN BALDWIN | 2019-08-02 | KATHLEEN BALDWIN | 2019-08-02 |
| 004 | 2017-01-01 | KATHLEEN BALDWIN | 2018-04-30 | ||
| 004 | 2016-01-01 | KATHLEEN BALDWIN | 2017-04-07 | KATHLEEN BALDWIN | 2017-04-07 |
| Measure | Date | Value |
|---|---|---|
| 2024 : TRAVELERS AID SOCIETY OF SAN DIEGO TAX DEFERRED ANNUITY 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-02-01 | 24524 |
| Total assets as of the beginning of the plan year | 2024-02-01 | 28793 |
| Value of plan covered by a fidelity bond | 2024-02-01 | 5000 |
| Other income to plan in this plan year | 2024-02-01 | -4269 |
| Plan net income in this plan year | 2024-02-01 | -28793 |
| Net assets as of the beginning of the plan year | 2024-02-01 | 28793 |
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