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| Plan Name | CATHOLIC LIBRARY ASSOCIATION TAX DEFERRED ANNUITY |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | CATHOLIC LIBRARY ASSOCIATION |
| Employer identification number (EIN): | 231491160 |
| NAIC Classification: | 611000 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ||||
| 001 | 2022-01-01 | ||||
| 001 | 2021-01-01 | LEANNA MCGEE | 2022-09-12 | ||
| 001 | 2020-01-01 | LEANNA MCGEE | 2021-07-19 | ||
| 001 | 2019-01-01 | LEANNA MCGEE | 2020-07-24 | ||
| 001 | 2018-01-01 | LEANNA MCGEE | 2019-07-25 | ||
| 001 | 2017-01-01 | LEANNA MCGEE | 2018-08-09 | ||
| 001 | 2016-01-01 | LEANNA MCGEE | 2017-09-29 | ||
| 001 | 2015-01-01 | LEANNA MCGEE | 2016-05-18 | ||
| 001 | 2014-01-01 | LEANNA MCGEE | 2015-07-20 | ||
| 001 | 2014-01-01 | LEANNA MCGEE | 2015-06-29 | ||
| 001 | 2013-01-01 | MALACHY MCCARTHY | 2014-04-08 | ||
| 001 | 2012-01-01 | MALACHY MCCARTHY | 2013-03-22 | ||
| 001 | 2011-01-01 | MALACHY MCCARTHY | 2012-06-07 | ||
| 001 | 2010-01-01 | JEAN R. BOSTLEY | 2011-03-14 |
| Measure | Date | Value |
|---|---|---|
| 2025 : CATHOLIC LIBRARY ASSOCIATION TAX DEFERRED ANNUITY 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-06-17 | 731 |
| Net assets as of the end of the plan year | 2025-06-17 | 62568 |
| Total assets as of the beginning of the plan year | 2025-06-17 | 59293 |
| Other income to plan in this plan year | 2025-06-17 | 4006 |
| Plan net income in this plan year | 2025-06-17 | 3275 |
| Net assets as of the end of the plan year | 2025-06-17 | 62568 |
| Net assets as of the beginning of the plan year | 2025-06-17 | 59293 |
| 2024 : CATHOLIC LIBRARY ASSOCIATION TAX DEFERRED ANNUITY 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-07-29 | 719 |
| Net assets as of the end of the plan year | 2024-07-29 | 59293 |
| Total assets as of the beginning of the plan year | 2024-07-29 | 56593 |
| Other income to plan in this plan year | 2024-07-29 | 3419 |
| Plan net income in this plan year | 2024-07-29 | 2700 |
| Net assets as of the end of the plan year | 2024-07-29 | 59293 |
| Net assets as of the beginning of the plan year | 2024-07-29 | 56593 |
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