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TAX DEFERRED ANNUITY PLAN OF THE RALPH M. PARSONS FOUNDATION 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF THE RALPH M. PARSONS FOUNDATION
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF THE RALPH M. PARSONS FOUNDATION 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.
  • 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

RALPH M. PARSONS FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:RALPH M. PARSONS FOUNDATION
Employer identification number (EIN):956085895
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF THE RALPH M. PARSONS FOUNDATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01LILIA GONZALEZ2024-07-10
0022022-01-01LILIA GONZALEZ2023-05-05
0022021-01-01LILIA GONZALEZ2022-06-02
0022020-01-01LILIA GONZALEZ2021-06-21
0022019-01-01THOMAS BREWER2020-07-07
0022018-01-01THOMAS BREWER2019-04-24
0022017-01-01E. THOMAS BREWER2018-04-11 E. THOMAS BREWER2018-04-11
0022016-01-01E. THOMAS BREWER2017-03-28 E. THOMAS BREWER2017-03-28
0022015-01-01ASTRA ANDERSON GALANG2016-07-07 ASTRA ANDERSON GALANG2016-07-07
0022014-01-01ASTRA ANDERSON GALANG2015-06-15 ASTRA ANDERSON GALANG2015-06-15
0022013-01-01ASTRA ANDERSON GALANG2014-06-23 ASTRA ANDERSON GALANG2014-06-23
0022012-01-01ASTRA ANDERSON GALANG2013-06-24 ASTRA ANDERSON GALANG2013-06-24
0022011-01-01ASTRA ANDERSON GALANG2012-06-07
0022010-01-01ASTRA ANDERSON GALANG2011-07-06 ASTRA ANDERSON GALANG2011-07-06

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF THE RALPH M. PARSONS FOUNDATION

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF THE RALPH M. PARSONS FOUNDATION

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF THE RALPH M. PARSONS FOUNDATION 2025 401k membership
Total number of particpants at beginning of year2025-07-1722
Total number of particpants at end of year2025-07-1721
Number of Participants With Account Balances2025-07-1719
2024: TAX DEFERRED ANNUITY PLAN OF THE RALPH M. PARSONS FOUNDATION 2024 401k membership
Total number of particpants at beginning of year2024-07-1022
Total number of particpants at end of year2024-07-1022
Number of Participants With Account Balances2024-07-1020

Financial Data on TAX DEFERRED ANNUITY PLAN OF THE RALPH M. PARSONS FOUNDATION

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF THE RALPH M. PARSONS FOUNDATION 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-170
Total liabilities as of the end of the plan year2025-07-170
Total liabilities as of the beginning of the plan year2025-07-170
Total expenses incurred by plan in this plan year2025-07-171030483
Net assets as of the end of the plan year2025-07-177380712
Total assets as of the beginning of the plan year2025-07-176543193
Value of plan covered by a fidelity bond2025-07-171000000
Participant contributions to plan in this plan year2025-07-17258090
Other expenses paid from plan in this plan year2025-07-170
Other contributions to plan in this plan year2025-07-17193673
Other income to plan in this plan year2025-07-171005592
Plan net income in this plan year2025-07-17837519
Net assets as of the end of the plan year2025-07-177380712
Net assets as of the beginning of the plan year2025-07-176543193
Employer contributions to plan in this plan year2025-07-17410647
Fees paid to broker by Benefit Provider2025-07-17333
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-17107
2024 : TAX DEFERRED ANNUITY PLAN OF THE RALPH M. PARSONS FOUNDATION 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-100
Total liabilities as of the end of the plan year2024-07-100
Total liabilities as of the beginning of the plan year2024-07-100
Total expenses incurred by plan in this plan year2024-07-103201473
Net assets as of the end of the plan year2024-07-106543193
Total assets as of the beginning of the plan year2024-07-107877682
Value of plan covered by a fidelity bond2024-07-101000000
Participant contributions to plan in this plan year2024-07-10233794
Other contributions to plan in this plan year2024-07-100
Other income to plan in this plan year2024-07-101147203
Plan net income in this plan year2024-07-10-1334489
Net assets as of the end of the plan year2024-07-106543193
Net assets as of the beginning of the plan year2024-07-107877682
Employer contributions to plan in this plan year2024-07-10485987
Fees paid to broker by Benefit Provider2024-07-102637
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-1024

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