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TAX DEFERRED ANNUITY PLAN OF GREATER BAKERSFIELD LEGAL ASSISTANCE, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF GREATER BAKERSFIELD LEGAL ASSISTANCE, INC.
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF GREATER BAKERSFIELD LEGAL ASSISTANCE, INC. 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

GREATER BAKERSFIELD LEGAL ASSISTANC E, INC. has sponsored the creation of one or more 401k plans.

Company Name:GREATER BAKERSFIELD LEGAL ASSISTANC E, INC.
Employer identification number (EIN):952829257
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF GREATER BAKERSFIELD LEGAL ASSISTANCE, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TIM DENARI2024-07-24
0012022-01-01TIM DENARI2023-07-31
0012021-01-01TIM DENARI2022-07-29
0012020-01-01TIM DENARI2021-07-29
0012019-01-01BRIAN REEVES2020-07-28
0012018-01-01BRIAN REEVES2019-07-30
0012018-01-01BRIAN REEVES2019-07-30
0012018-01-01BRIAN REEVES2019-07-30
0012017-01-01BRIAN REEVES2018-06-05 BRIAN REEVES2018-06-05
0012016-01-01BRIAN REEVES2017-07-06 BRIAN REEVES2017-07-06
0012015-01-01TIMOTHY DENARI2016-06-13 TIMOTHY DENARI2016-06-13
0012014-01-01TIMOTHY DENARI2015-07-29 TIMOTHY DENARI2015-07-29
0012013-01-01TIMOTHY DENARI2014-07-31 TIMOTHY DENARI2014-07-31
0012012-01-01TIM DENARI2013-07-23 TIM DENARI2013-07-23
0012011-01-01ESTELA CASAS2012-07-27 ESTELA CASAS2012-07-27
0012010-01-01ESTELA CASAS2011-07-25 ESTELA CASAS2011-07-25

Financial Data on TAX DEFERRED ANNUITY PLAN OF GREATER BAKERSFIELD LEGAL ASSISTANCE, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF GREATER BAKERSFIELD LEGAL ASSISTANCE, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-110
Total liabilities as of the end of the plan year2025-08-110
Total liabilities as of the beginning of the plan year2025-08-110
Total expenses incurred by plan in this plan year2025-08-11684003
Net assets as of the end of the plan year2025-08-111295600
Total assets as of the beginning of the plan year2025-08-111736076
Value of plan covered by a fidelity bond2025-08-111000000
Participant contributions to plan in this plan year2025-08-1155342
Value of participant loans at end of plan year2025-08-1193610
Other expenses paid from plan in this plan year2025-08-110
Other contributions to plan in this plan year2025-08-1114386
Other income to plan in this plan year2025-08-11173799
Plan net income in this plan year2025-08-11-440476
Net assets as of the end of the plan year2025-08-111295600
Net assets as of the beginning of the plan year2025-08-111736076
Employer contributions to plan in this plan year2025-08-110
Fees paid to broker by Benefit Provider2025-08-1192
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-11288
Total liabilities as of the beginning of the plan year2025-07-220
Total expenses incurred by plan in this plan year2025-07-220
Net assets as of the end of the plan year2025-07-2294493
Total assets as of the beginning of the plan year2025-07-220
Value of plan covered by a fidelity bond2025-07-22500000
Participant contributions to plan in this plan year2025-07-2255543
Other contributions to plan in this plan year2025-07-2240839
Other income to plan in this plan year2025-07-22-1889
Plan net income in this plan year2025-07-2294493
Net assets as of the end of the plan year2025-07-2294493
Net assets as of the beginning of the plan year2025-07-220
Value of employer contributions paid2025-07-220
2024 : TAX DEFERRED ANNUITY PLAN OF GREATER BAKERSFIELD LEGAL ASSISTANCE, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-240
Total liabilities as of the end of the plan year2024-07-240
Total liabilities as of the beginning of the plan year2024-07-240
Total expenses incurred by plan in this plan year2024-07-2422936
Net assets as of the end of the plan year2024-07-241736076
Total assets as of the beginning of the plan year2024-07-241402639
Value of plan covered by a fidelity bond2024-07-241000000
Participant contributions to plan in this plan year2024-07-24198258
Other expenses paid from plan in this plan year2024-07-240
Other contributions to plan in this plan year2024-07-240
Other income to plan in this plan year2024-07-24158115
Plan net income in this plan year2024-07-24333437
Net assets as of the end of the plan year2024-07-241736076
Net assets as of the beginning of the plan year2024-07-241402639
Employer contributions to plan in this plan year2024-07-240
Fees paid to broker by Benefit Provider2024-07-24504
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-24166
2022 : TAX DEFERRED ANNUITY PLAN OF GREATER BAKERSFIELD LEGAL ASSISTANCE, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-290
Total liabilities as of the end of the plan year2022-07-290
Total liabilities as of the beginning of the plan year2022-07-290
Total expenses incurred by plan in this plan year2022-07-2920744
Net assets as of the end of the plan year2022-07-291460165
Total assets as of the beginning of the plan year2022-07-291194308
Value of plan covered by a fidelity bond2022-07-291000000
Participant contributions to plan in this plan year2022-07-29127377
Other expenses paid from plan in this plan year2022-07-29242
Other contributions to plan in this plan year2022-07-290
Other income to plan in this plan year2022-07-29159224
Plan net income in this plan year2022-07-29265857
Net assets as of the end of the plan year2022-07-291460165
Net assets as of the beginning of the plan year2022-07-291194308
Employer contributions to plan in this plan year2022-07-290
Fees paid to broker by Benefit Provider2022-07-29299

Potentially related plans

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