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TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

THE ACHELIS FOUNDATION/ THE BODMAN FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:THE ACHELIS FOUNDATION/ THE BODMAN FOUNDATION
Employer identification number (EIN):136022018
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 THE ACHELIS AND BODMAN FOUNDATIONS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01JOHN B KRIEGER2024-10-08 JOHN B KRIEGER2024-10-08
0022022-01-01JOHN B KRIEGER2023-05-31 JOHN B KRIEGER2023-05-31
0022021-01-01JOHN B KRIEGER2022-06-21 JOHN B KRIEGER2022-06-21
0022020-01-01JOHN B KRIEGER2021-06-28 JOHN B KRIEGER2021-06-28
0022019-01-01JOHN B KRIEGER2020-07-22 JOHN B KRIEGER2020-07-22
0022018-01-01JOHN B KRIEGER2019-07-16 JOHN B KRIEGER2019-07-16
0022017-01-01
0022016-01-01
0022015-01-01JOHN B KRIEGER
0022014-01-01JOHN B KRIEGER
0022013-01-01JOHN B KRIEGER
0022012-01-01JOHN B KRIEGER
0022009-01-01JOHN B KRIEGER

Financial Data on TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2025 401k financial data
Net assets as of the end of the plan year2025-06-101409746
Total assets as of the beginning of the plan year2025-06-101155820
Participant contributions to plan in this plan year2025-06-1030500
Other income to plan in this plan year2025-06-10223426
Plan net income in this plan year2025-06-10253926
Net assets as of the end of the plan year2025-06-101409746
Net assets as of the beginning of the plan year2025-06-101155820
2024 : TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2024 401k financial data
Net assets as of the end of the plan year2024-10-081155820
Total assets as of the beginning of the plan year2024-10-08924206
Participant contributions to plan in this plan year2024-10-0836500
Other income to plan in this plan year2024-10-08195114
Plan net income in this plan year2024-10-08231614
Net assets as of the end of the plan year2024-10-081155820
Net assets as of the beginning of the plan year2024-10-08924206
2022 : TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2022 401k financial data
Net assets as of the end of the plan year2022-07-131147045
Total assets as of the beginning of the plan year2022-07-13937444
Participant contributions to plan in this plan year2022-07-1318750
Other income to plan in this plan year2022-07-13190851
Plan net income in this plan year2022-07-13209601
Net assets as of the end of the plan year2022-07-131147045
Net assets as of the beginning of the plan year2022-07-13937444
2016 : TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2016 401k financial data
Total income from all sources2016-12-31$70,531
Total plan assets at end of year2016-12-31$471,051
Total plan assets at beginning of year2016-12-31$400,520
Total contributions received or receivable from participants2016-12-31$24,000
Other income received2016-12-31$46,531
Net income (gross income less expenses)2016-12-31$70,531
Net plan assets at end of year (total assets less liabilities)2016-12-31$471,051
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$400,520
2015 : TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2015 401k financial data
Total income from all sources2015-12-31$15,563
Total plan assets at end of year2015-12-31$400,520
Total plan assets at beginning of year2015-12-31$384,957
Total contributions received or receivable from participants2015-12-31$24,000
Other income received2015-12-31$-8,437
Net income (gross income less expenses)2015-12-31$15,563
Net plan assets at end of year (total assets less liabilities)2015-12-31$400,520
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$384,957
2014 : TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2014 401k financial data
Total income from all sources2014-12-31$47,749
Total plan assets at end of year2014-12-31$384,957
Total plan assets at beginning of year2014-12-31$337,208
Total contributions received or receivable from participants2014-12-31$23,934
Other income received2014-12-31$23,815
Net income (gross income less expenses)2014-12-31$47,749
Net plan assets at end of year (total assets less liabilities)2014-12-31$384,957
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$337,208
2013 : TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2013 401k financial data
Total income from all sources2013-12-31$98,295
Total plan assets at end of year2013-12-31$337,208
Total plan assets at beginning of year2013-12-31$238,913
Total contributions received or receivable from participants2013-12-31$22,826
Other income received2013-12-31$75,469
Net income (gross income less expenses)2013-12-31$98,295
Net plan assets at end of year (total assets less liabilities)2013-12-31$337,208
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$238,913
2012 : TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2012 401k financial data
Total income from all sources2012-12-31$44,494
Total plan assets at end of year2012-12-31$238,913
Total plan assets at beginning of year2012-12-31$194,419
Total contributions received or receivable from participants2012-12-31$16,346
Other income received2012-12-31$28,148
Net income (gross income less expenses)2012-12-31$44,494
Net plan assets at end of year (total assets less liabilities)2012-12-31$238,913
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$194,419
2011 : TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2011 401k financial data
Total income from all sources2011-12-31$8,673
Total plan assets at end of year2011-12-31$194,419
Total plan assets at beginning of year2011-12-31$185,746
Total contributions received or receivable from participants2011-12-31$16,500
Other income received2011-12-31$-7,827
Net income (gross income less expenses)2011-12-31$8,673
Net plan assets at end of year (total assets less liabilities)2011-12-31$194,419
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$185,746
2010 : TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2010 401k financial data
Total income from all sources2010-12-31$46,955
Total plan assets at end of year2010-12-31$185,746
Total plan assets at beginning of year2010-12-31$138,791
Total contributions received or receivable from participants2010-12-31$16,500
Other income received2010-12-31$30,455
Net income (gross income less expenses)2010-12-31$46,955
Net plan assets at end of year (total assets less liabilities)2010-12-31$185,746
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$138,791

Form 5500 Responses for TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS

2016: TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2009: TAX DEFERRED ANNUITY PLAN OF THE ACHELIS AND BODMAN FOUNDATIONS 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan 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 number021924-A
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number021924-A
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number021924-A
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number021924-A
Policy instance 1

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