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EMPLOYEE BENEFIT PLAN OF ASOCIACION NACIONAL PRO PERSONAS MAYORES 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF ASOCIACION NACIONAL PRO PERSONAS MAYORES
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF ASOCIACION NACIONAL PRO PERSONAS MAYORES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

ASOCIACION NACIONAL PRO PERSONAS MAYORES AKA NATIONAL ASSOCIATION FOR has sponsored the creation of one or more 401k plans.

Company Name:ASOCIACION NACIONAL PRO PERSONAS MAYORES AKA NATIONAL ASSOCIATION FOR
Employer identification number (EIN):956527300
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF ASOCIACION NACIONAL PRO PERSONAS MAYORES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01IRMA ANDRADE2024-01-30
0012021-07-01IRMA ANDRADE2023-04-05
0012020-07-01IRMA ANDRADE2022-01-24
0012019-07-01IRMA ANDRADE2020-09-21
0012018-07-01IRMA ANDRADE2020-01-28
0012017-07-01IRMA ANDRADE2019-04-09
0012016-07-01CARMELA G. LACAYO2018-04-17 CARMELA G. LACAYO2018-04-17
0012015-07-01CARMELA G. LACAYO2016-11-14 CARMELA G. LACAYO2016-11-14
0012014-07-01DR. CARMELA G. LACAYO2016-01-21 DR. CARMELA G. LACAYO2016-01-21
0012013-07-01CARMELA G. LACAYO2015-04-14 CARMELA G. LACAYO2015-04-14
0012012-07-01CARMELA LACAYO CARMELA LACAYO2014-01-30
0012011-07-01CARMELA LACAYO CARMELA LACAYO2013-02-27
0012010-07-01CARMELA LACAYO
0012009-07-01CARMELA LACAYO

Financial Data on EMPLOYEE BENEFIT PLAN OF ASOCIACION NACIONAL PRO PERSONAS MAYORES

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF ASOCIACION NACIONAL PRO PERSONAS MAYORES 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-020
Total liabilities as of the end of the plan year2025-04-020
Total liabilities as of the beginning of the plan year2025-04-020
Total expenses incurred by plan in this plan year2025-04-02164848
Net assets as of the end of the plan year2025-04-021837641
Total assets as of the beginning of the plan year2025-04-021835502
Value of plan covered by a fidelity bond2025-04-02450000
Participant contributions to plan in this plan year2025-04-020
Other expenses paid from plan in this plan year2025-04-020
Other contributions to plan in this plan year2025-04-020
Other income to plan in this plan year2025-04-02119987
Plan net income in this plan year2025-04-022139
Net assets as of the end of the plan year2025-04-021837641
Net assets as of the beginning of the plan year2025-04-021835502
Employer contributions to plan in this plan year2025-04-0247000
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-02221
2013 : EMPLOYEE BENEFIT PLAN OF ASOCIACION NACIONAL PRO PERSONAS MAYORES 2013 401k financial data
Transfers to/from the plan2013-06-30$0
Total plan liabilities at end of year2013-06-30$0
Total plan liabilities at beginning of year2013-06-30$0
Total income from all sources2013-06-30$129,345
Expenses. Total of all expenses incurred2013-06-30$88,001
Benefits paid (including direct rollovers)2013-06-30$58,522
Total plan assets at end of year2013-06-30$1,429,856
Total plan assets at beginning of year2013-06-30$1,388,512
Value of fidelity bond covering the plan2013-06-30$100,000
Expenses. Other expenses not covered elsewhere2013-06-30$28,447
Contributions received from other sources (not participants or employers)2013-06-30$15,373
Other income received2013-06-30$48,426
Net income (gross income less expenses)2013-06-30$41,344
Net plan assets at end of year (total assets less liabilities)2013-06-30$1,429,856
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$1,388,512
Total contributions received or receivable from employer(s)2013-06-30$65,546
Expenses. Administrative service providers (salaries,fees and commissions)2013-06-30$1,032
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Funding deficiency by the employer to the plan for this plan year2013-06-30$0
Minimum employer required contribution for this plan year2013-06-30$0
Amount contributed by the employer to the plan for this plan year2013-06-30$0
2012 : EMPLOYEE BENEFIT PLAN OF ASOCIACION NACIONAL PRO PERSONAS MAYORES 2012 401k financial data
Total plan liabilities at end of year2012-06-30$0
Total plan liabilities at beginning of year2012-06-30$0
Total income from all sources2012-06-30$95,371
Expenses. Total of all expenses incurred2012-06-30$23,168
Benefits paid (including direct rollovers)2012-06-30$22,328
Total plan assets at end of year2012-06-30$1,388,512
Total plan assets at beginning of year2012-06-30$1,316,309
Value of fidelity bond covering the plan2012-06-30$100,000
Expenses. Other expenses not covered elsewhere2012-06-30$14
Other income received2012-06-30$23,894
Net income (gross income less expenses)2012-06-30$72,203
Net plan assets at end of year (total assets less liabilities)2012-06-30$1,388,512
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$1,316,309
Total contributions received or receivable from employer(s)2012-06-30$71,477
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$826
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Funding deficiency by the employer to the plan for this plan year2012-06-30$0
Minimum employer required contribution for this plan year2012-06-30$0
Amount contributed by the employer to the plan for this plan year2012-06-30$0
2011 : EMPLOYEE BENEFIT PLAN OF ASOCIACION NACIONAL PRO PERSONAS MAYORES 2011 401k financial data
Total plan liabilities at end of year2011-06-30$0
Total plan liabilities at beginning of year2011-06-30$0
Total income from all sources2011-06-30$132,904
Expenses. Total of all expenses incurred2011-06-30$22,380
Benefits paid (including direct rollovers)2011-06-30$7,625
Total plan assets at end of year2011-06-30$1,316,309
Total plan assets at beginning of year2011-06-30$1,205,786
Value of fidelity bond covering the plan2011-06-30$100,000
Expenses. Other expenses not covered elsewhere2011-06-30$14,755
Other income received2011-06-30$58,232
Net income (gross income less expenses)2011-06-30$110,524
Net plan assets at end of year (total assets less liabilities)2011-06-30$1,316,309
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$1,205,786
Total contributions received or receivable from employer(s)2011-06-30$74,672
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Funding deficiency by the employer to the plan for this plan year2011-06-30$0
Minimum employer required contribution for this plan year2011-06-30$0
Amount contributed by the employer to the plan for this plan year2011-06-30$0
2010 : EMPLOYEE BENEFIT PLAN OF ASOCIACION NACIONAL PRO PERSONAS MAYORES 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF ASOCIACION NACIONAL PRO PERSONAS MAYORES

2012: EMPLOYEE BENEFIT PLAN OF ASOCIACION NACIONAL PRO PERSONAS MAYORES 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: EMPLOYEE BENEFIT PLAN OF ASOCIACION NACIONAL PRO PERSONAS MAYORES 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: EMPLOYEE BENEFIT PLAN OF ASOCIACION NACIONAL PRO PERSONAS MAYORES 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: EMPLOYEE BENEFIT PLAN OF ASOCIACION NACIONAL PRO PERSONAS MAYORES 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan 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 number053793G
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053793G
Policy instance 1

Potentially related plans

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