?>
Logo

TAX DEFERRED ANNUITY PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC.
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock 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

AREA AGENCY ON AGING FOR LINCOLNLAND, INC. has sponsored the creation of one or more 401k plans.

Company Name:AREA AGENCY ON AGING FOR LINCOLNLAND, INC.
Employer identification number (EIN):370981610
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 AREA AGENCY ON AGING FOR LINCOLNLAND, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01REBECCA KECK2023-06-16
0022021-01-01REBECCA KECK2022-04-06
0022020-01-01CAROLYN AUSTIN2021-07-13
0022019-01-01
0022018-01-01
0022017-01-01CAROLYN AUSTIN CAROLYN AUSTIN2018-10-03
0022016-01-01JULIE HUBBARD, MSW JULIE HUBBARD, MSW2017-07-17
0022015-01-01JULIE HUBBARD, MSW JULIE HUBBARD, MSW2016-07-08
0022014-01-01JULIE HUBBARD, MSW JULIE HUBBARD, MSW2015-06-15
0022013-01-01JULIE HUBBARD, MSW JULIE HUBBARD, MSW2014-07-09
0022012-01-01JULIE HUBBARD, MSW JULIE HUBBARD, MSW2013-06-26
0022011-01-01JULIE HUBBARD, MSW JULIE HUBBARD, MSW2012-06-26

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC.

Measure Date Value
2018: TAX DEFERRED ANNUITY PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-0110
Total number of active participants reported on line 7a of the Form 55002018-01-015
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-017
Total of all active and inactive participants2018-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0112
Number of participants with account balances2018-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TAX DEFERRED ANNUITY PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-019
Total number of active participants reported on line 7a of the Form 55002017-01-014
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-016
Total of all active and inactive participants2017-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0110
Number of participants with account balances2017-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TAX DEFERRED ANNUITY PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-0111
Total number of active participants reported on line 7a of the Form 55002016-01-013
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-016
Total of all active and inactive participants2016-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-019
Number of participants with account balances2016-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TAX DEFERRED ANNUITY PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-0111
Total number of active participants reported on line 7a of the Form 55002015-01-017
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-014
Total of all active and inactive participants2015-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0111
Number of participants with account balances2015-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TAX DEFERRED ANNUITY PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-0110
Total number of active participants reported on line 7a of the Form 55002014-01-017
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0111
Number of participants with account balances2014-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TAX DEFERRED ANNUITY PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-019
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0110
Number of participants with account balances2013-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TAX DEFERRED ANNUITY PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-019
Total number of active participants reported on line 7a of the Form 55002012-01-015
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-019
Number of participants with account balances2012-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: TAX DEFERRED ANNUITY PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-019
Total number of active participants reported on line 7a of the Form 55002011-01-015
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-019
Number of participants with account balances2011-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on TAX DEFERRED ANNUITY PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC.

Measure Date Value
2018 : TAX DEFERRED ANNUITY PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2018 401k financial data
Total income from all sources2018-12-31$97,456
Expenses. Total of all expenses incurred2018-12-31$97,815
Total plan assets at end of year2018-12-31$582,078
Total plan assets at beginning of year2018-12-31$582,437
Total contributions received or receivable from participants2018-12-31$25,003
Expenses. Other expenses not covered elsewhere2018-12-31$97,815
Contributions received from other sources (not participants or employers)2018-12-31$59,664
Other income received2018-12-31$12,789
Net income (gross income less expenses)2018-12-31$-359
Net plan assets at end of year (total assets less liabilities)2018-12-31$582,078
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$582,437
2017 : TAX DEFERRED ANNUITY PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2017 401k financial data
Total income from all sources2017-12-31$110,741
Expenses. Total of all expenses incurred2017-12-31$4,288
Total plan assets at end of year2017-12-31$582,437
Total plan assets at beginning of year2017-12-31$475,984
Total contributions received or receivable from participants2017-12-31$21,250
Expenses. Other expenses not covered elsewhere2017-12-31$4,288
Contributions received from other sources (not participants or employers)2017-12-31$55,346
Other income received2017-12-31$34,145
Net income (gross income less expenses)2017-12-31$106,453
Net plan assets at end of year (total assets less liabilities)2017-12-31$582,437
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$475,984
2016 : TAX DEFERRED ANNUITY PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2016 401k financial data
Total income from all sources2016-12-31$78,170
Expenses. Total of all expenses incurred2016-12-31$1,425
Total plan assets at end of year2016-12-31$475,984
Total plan assets at beginning of year2016-12-31$399,239
Total contributions received or receivable from participants2016-12-31$15,375
Expenses. Other expenses not covered elsewhere2016-12-31$1,425
Contributions received from other sources (not participants or employers)2016-12-31$44,339
Other income received2016-12-31$18,456
Net income (gross income less expenses)2016-12-31$76,745
Net plan assets at end of year (total assets less liabilities)2016-12-31$475,984
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$399,239
2015 : TAX DEFERRED ANNUITY PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2015 401k financial data
Total income from all sources2015-12-31$22,413
Expenses. Total of all expenses incurred2015-12-31$65
Total plan assets at end of year2015-12-31$399,239
Total plan assets at beginning of year2015-12-31$376,891
Total contributions received or receivable from participants2015-12-31$14,590
Expenses. Other expenses not covered elsewhere2015-12-31$65
Other income received2015-12-31$7,823
Net income (gross income less expenses)2015-12-31$22,348
Net plan assets at end of year (total assets less liabilities)2015-12-31$399,239
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$376,891
2014 : TAX DEFERRED ANNUITY PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2014 401k financial data
Total income from all sources2014-12-31$20,458
Expenses. Total of all expenses incurred2014-12-31$850
Total plan assets at end of year2014-12-31$376,891
Total plan assets at beginning of year2014-12-31$357,283
Total contributions received or receivable from participants2014-12-31$6,515
Expenses. Other expenses not covered elsewhere2014-12-31$850
Other income received2014-12-31$13,943
Net income (gross income less expenses)2014-12-31$19,608
Net plan assets at end of year (total assets less liabilities)2014-12-31$376,891
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$357,283
2013 : TAX DEFERRED ANNUITY PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2013 401k financial data
Total income from all sources2013-12-31$32,083
Total plan assets at end of year2013-12-31$357,283
Total plan assets at beginning of year2013-12-31$325,200
Total contributions received or receivable from participants2013-12-31$7,575
Other income received2013-12-31$24,508
Net income (gross income less expenses)2013-12-31$32,083
Net plan assets at end of year (total assets less liabilities)2013-12-31$357,283
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$325,200
2012 : TAX DEFERRED ANNUITY PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2012 401k financial data
Total income from all sources2012-12-31$22,250
Total plan assets at end of year2012-12-31$325,200
Total plan assets at beginning of year2012-12-31$302,950
Total contributions received or receivable from participants2012-12-31$8,500
Other income received2012-12-31$13,750
Net income (gross income less expenses)2012-12-31$22,250
Net plan assets at end of year (total assets less liabilities)2012-12-31$325,200
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$302,950
2011 : TAX DEFERRED ANNUITY PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2011 401k financial data
Total income from all sources2011-12-31$19,346
Expenses. Total of all expenses incurred2011-12-31$19,574
Total plan assets at end of year2011-12-31$302,950
Total plan assets at beginning of year2011-12-31$303,178
Total contributions received or receivable from participants2011-12-31$13,875
Expenses. Other expenses not covered elsewhere2011-12-31$19,574
Other income received2011-12-31$5,471
Net income (gross income less expenses)2011-12-31$-228
Net plan assets at end of year (total assets less liabilities)2011-12-31$302,950
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$303,178
2010 : TAX DEFERRED ANNUITY PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2010 401k financial data
Total income from all sources2010-12-31$39,524
Total plan assets at end of year2010-12-31$303,178
Total plan assets at beginning of year2010-12-31$263,654
Total contributions received or receivable from participants2010-12-31$21,300
Contributions received from other sources (not participants or employers)2010-12-31$975
Other income received2010-12-31$17,249
Net income (gross income less expenses)2010-12-31$39,524
Net plan assets at end of year (total assets less liabilities)2010-12-31$303,178
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$263,654

Form 5500 Responses for TAX DEFERRED ANNUITY PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC.

2018: TAX DEFERRED ANNUITY PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TAX DEFERRED ANNUITY PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TAX DEFERRED ANNUITY PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TAX DEFERRED ANNUITY PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TAX DEFERRED ANNUITY PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TAX DEFERRED ANNUITY PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TAX DEFERRED ANNUITY PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TAX DEFERRED ANNUITY PLAN OF AREA AGENCY ON AGING FOR LINCOLNLAND, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050619-I
Policy instance 1
Insurance contract or identification number050619-I
Number of Individuals Covered9
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerPORTION INCENTIVE COMP
Insurance broker organization code?3
Insurance broker nameST. LOUIS REGIONAL OFFICE

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3