Timothy Plan Files Annual Proxy Statement
Sentiment: neutral
Topics: proxy-statement, fund-filing, shareholder-meeting
Related Tickers: TPLNX, TSVCX, TPVIX, TLVAX, TLVCX
TL;DR
TIMOTHY PLAN DEF 14A FILED - ANNUAL PROXY INFO OUT
AI Summary
Timothy Plan filed a DEF 14A on December 26, 2024, for the period ending January 30, 2025. The filing details various funds managed by Timothy Plan, including the Timothy Plan Small Cap Value Fund, Timothy Plan Large/Mid Cap Value Fund, Timothy Plan Fixed Income Fund, Timothy Plan Small/Mid Cap Growth Fund, and Timothy Plan Large/Mid Cap Growth Fund. It also lists the different share classes (A, C, I) and their respective ticker symbols for these funds.
Why It Matters
This filing provides shareholders with important information regarding the company's annual meeting and voting matters, which can influence investment decisions and corporate governance.
Risk Assessment
Risk Level: low — This is a routine annual filing (DEF 14A) providing information to shareholders and does not indicate any immediate financial distress or significant operational changes.
Key Numbers
- 20250130 — Reporting Period End Date (Indicates the end date for the reporting period covered by this filing.)
- 20241226 — Filing Date (The date the DEF 14A was officially submitted to the SEC.)
Key Players & Entities
- Timothy Plan (company) — Filer of the DEF 14A
- Timothy Plan Small Cap Value Fund (company) — Fund managed by Timothy Plan
- Timothy Plan Large/Mid Cap Value Fund (company) — Fund managed by Timothy Plan
- Timothy Plan Fixed Income Fund (company) — Fund managed by Timothy Plan
- Timothy Plan Small/Mid Cap Growth Fund (company) — Fund managed by Timothy Plan
- Timothy Plan Large/Mid Cap Growth Fund (company) — Fund managed by Timothy Plan
FAQ
What is the primary purpose of a DEF 14A filing?
A DEF 14A filing, also known as a Definitive Proxy Statement, is filed by companies to solicit proxies from shareholders for their annual or special meetings. It contains detailed information about the matters to be voted on, such as director elections, executive compensation, and other corporate proposals.
What specific funds are listed in this Timothy Plan filing?
The filing lists the Timothy Plan Small Cap Value Fund, Timothy Plan Large/Mid Cap Value Fund, Timothy Plan Fixed Income Fund, Timothy Plan Small/Mid Cap Growth Fund, and Timothy Plan Large/Mid Cap Growth Fund.
What are the different share classes mentioned for these funds?
The filing mentions Class A, Class C, and Class I shares for the various Timothy Plan funds, each with its own ticker symbol (e.g., TPLNX for Class A of Small Cap Value Fund).
What is the reporting period for this DEF 14A filing?
The filing is for the period ending January 30, 2025.
When was this DEF 14A filing submitted to the SEC?
This DEF 14A filing was submitted to the SEC on December 26, 2024.
Filing Stats: 4,574 words · 18 min read · ~15 pages · Grade level 11.7 · Accepted 2024-12-26 17:18:43
Filing Documents
- fp0091503-1_def14a.htm (DEF 14A) — 498KB
- fp0091503-1_01.jpg (GRAPHIC) — 1573KB
- fp0091503-1_02.jpg (GRAPHIC) — 958KB
- fp0091503-1_03.jpg (GRAPHIC) — 394KB
- 0001398344-24-023622.txt ( ) — 4493KB
- S000004479
- C000012330 (TPLNX)
- C000012332 (TSVCX)
- C000126993 (TPVIX)
- S000004480
- C000012333 (TLVAX)
- C000012335 (TLVCX)
- C000126994 (TMVIX)
- S000004481
- C000012336 (TFIAX)
- C000012338 (TFICX)
- C000126995 (TPFIX)
- S000004482
- C000012339 (TAAGX)
- C000012341 (TCAGX)
- C000126996 (TIAGX)
- S000004483
- C000012342 (TLGAX)
- C000012344 (TLGCX)
- C000126997 (TPLIX)
- S000004484
- C000012345 (TSGAX)
- C000012347 (TSGCX)
- C000126998 (TISGX)
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- C000012348 (TCGAX)
- C000012350 (TCVCX)
- C000126999 (TIICX)
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- C000065170 (TPICX)
- C000127000 (TPIIX)
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- C000127003 (TICIX)
- S000042201
- C000130991 (TGIAX)
- C000130992 (TGCIX)
- C000130993 (TIGIX)
- S000063763
- C000206641 (TPLC)
- S000063764
- C000206642 (TPSC)
- S000063765
- C000206643 (TPIF)
- S000063766
- C000206644 (TPHD)
- S000072550
- C000228883 (TPLE)
- S000072551
- C000228884 (TPHE)
- S000079419
- C000240441 (TPMN)
BUSINESS
BUSINESS Interested Trustee Name, age & Address Position(s) Held with Trust Term of Office & Length of Time Served Number of portfolios in fund complex overseen by Trustee Mathew D. Staver 1 1055 Maitland Center Commons Maitland, FL Born: 1956 Trustee Indefinite; Trustee since 2000 19 Principal occupation during THE past Five years directorships held by trustee An attorney specializing in free speech, appellate practice and religious liberty constitutional law. Founder of Liberty Counsel, a religious civil liberties education and legal defense organization. Host of two radio programs devoted to religious freedom issues. Editor of a monthly newsletter devoted to religious liberty topics. Mr. Staver has argued before the United States Supreme Court and has published numerous legal articles. None 1. Mr. Staver is an “interested” Trustee, as defined in the 1940 Act, because he has a limited partnership interest in TPL. INTERESTED Trustee NOMINEE Name, age & Address Position(s) Held with Trust Term of Office & Length of Time Served Number of portfolios in fund complex overseen by Trustee Brian S. Mumbert 1 1055 Maitland Center Commons Maitland, FL Born: 1978 None N/A N/A Principal occupation during THE past Five years directorships held by trustee Nominee Vice President and Regional Sales Executive of Timothy Partners, Ltd. (“TPL”), the investment Adviser and principal underwriter to each Fund. None 1. Mr. Mumbert is an “interested” Trustee, as defined in the 1940 Act, because of his positions with and financial interests in TPL. Mr. Mumbert is also the son-in-law of Mr. Ally, President of the Trust, and is married to Cheryl Mumbert, a Vice President of the Trust. 3 Independent Trustees Name, age & Address Position(s) Held with Trust Term of Office & Length of Time Served Number of portfolios in fund complex overseen by Trustee Dale A. Bissonette 1055 Maitland