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THE DELTA FOUNDATION 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameTHE DELTA FOUNDATION 403(B) RETIREMENT PLAN
Plan identification number 001

THE DELTA FOUNDATION 403(B) RETIREMENT PLAN 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 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

DELTA RESEARCH AND EDUCATIONAL FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:DELTA RESEARCH AND EDUCATIONAL FOUNDATION
Employer identification number (EIN):521338072
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about DELTA RESEARCH AND EDUCATIONAL FOUNDATION

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2014-09-08
Company Identification Number: 0802064369
Legal Registered Office Address: 815 BRAZOS ST STE 500

AUSTIN
United States of America (USA)
78701

More information about DELTA RESEARCH AND EDUCATIONAL FOUNDATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE DELTA FOUNDATION 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JOSEPHINE SPURLOCK2023-11-02
0012021-01-01JOSEPHINE SPURLOCK2023-11-02
0012020-01-01CHERYL THOMAS2022-03-02 CHERYL THOMAS2022-03-02
0012019-01-01CYNTHIA WHEELER2020-05-30
0012018-01-01CYNTHIA WHEELER2019-04-10 CYNTHIA WHEELER2019-04-10
0012017-01-01CYNTHIA WHEELER2018-05-02 CYNTHIA WHEELER2018-05-02
0012016-01-01CYNTHIA WHEELER2017-03-01 CYNTHIA WHEELER2017-03-01
0012015-01-01CYNTHIA WHEELER2016-09-28 CYNTHIA WHEELER2016-07-28
0012014-01-01CYNTHIA WHEELER2016-12-08 CYNTHIA WHEELER2016-12-08
0012013-01-01CHERYL THOMAS2014-06-25 CHERYL THOMAS2014-06-25
0012012-01-01CHERYL THOMAS2013-07-25 CHERYL THOMAS2013-07-25
0012011-01-01CHERYL THOMAS2012-05-30 CHERYL THOMAS2012-05-30
0012010-01-01MADELIENE DOBBINS2011-06-14 MADELIENE DOBBINS2011-06-14

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