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403(B) THRIFT PLAN OF ASOCIACION NACIONAL PRO PERSONAS MAYORES 401k Plan overview

Plan Name403(B) THRIFT PLAN OF ASOCIACION NACIONAL PRO PERSONAS MAYORES
Plan identification number 003

403(B) THRIFT PLAN OF ASOCIACION NACIONAL PRO PERSONAS MAYORES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

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 403(B) THRIFT PLAN OF ASOCIACION NACIONAL PRO PERSONAS MAYORES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-07-01IRMA ANDRADE2024-01-30
0032021-07-01IRMA ANDRADE2023-04-05
0032020-07-01IRMA ANDRADE2022-01-24
0032019-07-01IRMA ANDRADE2020-09-21
0032018-07-01IRMA ANDRADE2020-01-28
0032017-07-01IRMA ANDRADE2019-04-09
0032016-07-01DR, CARMELA G. LACAYO2018-04-17 DR. CARMELA G. LACAYO2018-04-17
0032015-07-01DR, CARMELA G. LACAYO2016-11-14 DR. CARMELA G. LACAYO2016-11-14
0032014-07-01DR, CARMELA G. LACAYO2016-01-21 DR. CARMELA G. LACAYO2016-01-21
0032013-07-01CARMELA G. LACAYO2015-04-14 CARMELA G. LACAYO2015-04-14
0032012-07-01DR. CARMELA G. LACAYO2014-01-29 DR. CARMELA G. LACAYO2014-01-29
0032011-07-01CARMELA LACAYO2013-01-31
0032009-07-01CARMELA LACAYO
0032009-07-01CARMELA LACAYO

Plan Statistics for 403(B) THRIFT PLAN OF ASOCIACION NACIONAL PRO PERSONAS MAYORES

401k plan membership statisitcs for 403(B) THRIFT PLAN OF ASOCIACION NACIONAL PRO PERSONAS MAYORES

Measure Date Value
2009: 403(B) THRIFT PLAN OF ASOCIACION NACIONAL PRO PERSONAS MAYORES 2009 401k membership
Total participants, beginning-of-year2009-07-0123
Total number of active participants reported on line 7a of the Form 55002009-07-0120
Number of retired or separated participants receiving benefits2009-07-011
Number of other retired or separated participants entitled to future benefits2009-07-016
Total of all active and inactive participants2009-07-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-0127
Number of participants with account balances2009-07-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-011

Financial Data on 403(B) THRIFT PLAN OF ASOCIACION NACIONAL PRO PERSONAS MAYORES

Measure Date Value
2011 : 403(B) THRIFT PLAN OF ASOCIACION NACIONAL PRO PERSONAS MAYORES 2011 401k financial data
Transfers to/from the plan2011-06-30$0
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$186,584
Expenses. Total of all expenses incurred2011-06-30$37,701
Benefits paid (including direct rollovers)2011-06-30$36,166
Total plan assets at end of year2011-06-30$1,646,334
Total plan assets at beginning of year2011-06-30$1,497,450
Value of fidelity bond covering the plan2011-06-30$100,000
Total contributions received or receivable from participants2011-06-30$86,140
Expenses. Other expenses not covered elsewhere2011-06-30$1,027
Other income received2011-06-30$75,018
Net income (gross income less expenses)2011-06-30$148,883
Net plan assets at end of year (total assets less liabilities)2011-06-30$1,646,334
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$1,497,450
Total contributions received or receivable from employer(s)2011-06-30$25,426
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$508
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

Form 5500 Responses for 403(B) THRIFT PLAN OF ASOCIACION NACIONAL PRO PERSONAS MAYORES

2009: 403(B) THRIFT 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
Insurance contract or identification number053793G
Number of Individuals Covered24
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of fees paid to insurance companyUSD $328
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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