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EMPLOYEE BENEFIT PLAN OF ELLIS MEMORIAL AND ELDREDGE HOUSE,INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF ELLIS MEMORIAL AND ELDREDGE HOUSE,INC.
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF ELLIS MEMORIAL AND ELDREDGE HOUSE,INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

ELLIS MEMORIAL AND ELDREDGE HOUSE, INC. has sponsored the creation of one or more 401k plans.

Company Name:ELLIS MEMORIAL AND ELDREDGE HOUSE, INC.
Employer identification number (EIN):042104168
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF ELLIS MEMORIAL AND ELDREDGE HOUSE,INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TOM MONKS2024-07-29
0012022-01-01TOM MONKS2023-08-29
0012021-01-01TOM MONKS2022-07-26
0012020-01-01TOM MONKS2021-08-26
0012019-01-01TOM MONKS2020-07-07
0012018-01-01TOM MONKS2019-06-25
0012017-01-01LEO DELANEY2018-05-22 LEO DELANEY2018-05-22
0012016-01-01LEO DELANEY2017-07-12 LEO DELANEY2017-07-12
0012015-01-01LEO DELANEY2016-05-06 LEO DELANEY2016-05-06
0012014-01-01LEO DELANEY2015-04-07 LEO DELANEY2015-04-07
0012013-01-01LEO DELANEY2014-08-06 LEO DELANEY2014-08-06
0012012-01-01LEO DELANEY2013-07-10 LEO DELANEY2013-07-10
0012011-01-01LEO DELANEY2012-06-20 LEO DELANEY2012-06-20
0012010-01-01LEO DELANEY2011-05-25 LEO DELANEY2011-05-25

Plan Statistics for EMPLOYEE BENEFIT PLAN OF ELLIS MEMORIAL AND ELDREDGE HOUSE,INC.

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF ELLIS MEMORIAL AND ELDREDGE HOUSE,INC.

Measure Date Value
2025: EMPLOYEE BENEFIT PLAN OF ELLIS MEMORIAL AND ELDREDGE HOUSE,INC. 2025 401k membership
Total number of particpants at beginning of year2025-07-2393
Total number of particpants at end of year2025-07-23111
Number of Participants With Account Balances2025-07-2347
Total number of particpants at beginning of year2025-07-2293
Total number of particpants at end of year2025-07-22111
Number of Participants With Account Balances2025-07-2247
2024: EMPLOYEE BENEFIT PLAN OF ELLIS MEMORIAL AND ELDREDGE HOUSE,INC. 2024 401k membership
Total number of particpants at beginning of year2024-07-2970
Total number of particpants at end of year2024-07-2966
Number of Participants With Account Balances2024-07-2962
2022: EMPLOYEE BENEFIT PLAN OF ELLIS MEMORIAL AND ELDREDGE HOUSE,INC. 2022 401k membership
Total number of particpants at beginning of year2022-07-2659
Total number of particpants at end of year2022-07-2664
Number of Participants With Account Balances2022-07-2662

Financial Data on EMPLOYEE BENEFIT PLAN OF ELLIS MEMORIAL AND ELDREDGE HOUSE,INC.

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF ELLIS MEMORIAL AND ELDREDGE HOUSE,INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-230
Total liabilities as of the end of the plan year2025-07-230
Total liabilities as of the beginning of the plan year2025-07-230
Total expenses incurred by plan in this plan year2025-07-23205947
Net assets as of the end of the plan year2025-07-23684595
Total assets as of the beginning of the plan year2025-07-23625842
Value of plan covered by a fidelity bond2025-07-231000000
Participant contributions to plan in this plan year2025-07-23117144
Value of participant loans at end of plan year2025-07-2312048
Other expenses paid from plan in this plan year2025-07-230
Other contributions to plan in this plan year2025-07-2361891
Other income to plan in this plan year2025-07-2361169
Plan net income in this plan year2025-07-2358753
Net assets as of the end of the plan year2025-07-23684595
Net assets as of the beginning of the plan year2025-07-23625842
Employer contributions to plan in this plan year2025-07-2324496
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-234878
Total transfers to/from plan in this plan year2025-07-220
Total liabilities as of the end of the plan year2025-07-220
Total liabilities as of the beginning of the plan year2025-07-220
Total expenses incurred by plan in this plan year2025-07-22205947
Net assets as of the end of the plan year2025-07-22684595
Total assets as of the beginning of the plan year2025-07-22625842
Value of plan covered by a fidelity bond2025-07-221000000
Participant contributions to plan in this plan year2025-07-22117144
Value of participant loans at end of plan year2025-07-2212048
Other expenses paid from plan in this plan year2025-07-220
Other contributions to plan in this plan year2025-07-2261891
Other income to plan in this plan year2025-07-2261169
Plan net income in this plan year2025-07-2258753
Net assets as of the end of the plan year2025-07-22684595
Net assets as of the beginning of the plan year2025-07-22625842
Employer contributions to plan in this plan year2025-07-2224496
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-224878
2024 : EMPLOYEE BENEFIT PLAN OF ELLIS MEMORIAL AND ELDREDGE HOUSE,INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-290
Total liabilities as of the end of the plan year2024-07-290
Total liabilities as of the beginning of the plan year2024-07-290
Total expenses incurred by plan in this plan year2024-07-2958342
Net assets as of the end of the plan year2024-07-29625842
Total assets as of the beginning of the plan year2024-07-29491569
Value of plan covered by a fidelity bond2024-07-2960000
Participant contributions to plan in this plan year2024-07-2992504
Value of participant loans at end of plan year2024-07-296838
Other expenses paid from plan in this plan year2024-07-290
Other contributions to plan in this plan year2024-07-290
Other income to plan in this plan year2024-07-2978458
Plan net income in this plan year2024-07-29134273
Net assets as of the end of the plan year2024-07-29625842
Net assets as of the beginning of the plan year2024-07-29491569
Employer contributions to plan in this plan year2024-07-2921653
Fees paid to broker by Benefit Provider2024-07-29237
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-29424
2022 : EMPLOYEE BENEFIT PLAN OF ELLIS MEMORIAL AND ELDREDGE HOUSE,INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-260
Total liabilities as of the end of the plan year2022-07-260
Total liabilities as of the beginning of the plan year2022-07-260
Total expenses incurred by plan in this plan year2022-07-263762
Net assets as of the end of the plan year2022-07-26536267
Total assets as of the beginning of the plan year2022-07-26400181
Value of plan covered by a fidelity bond2022-07-2640000
Participant contributions to plan in this plan year2022-07-2667354
Value of participant loans at end of plan year2022-07-2642305
Other expenses paid from plan in this plan year2022-07-26660
Other contributions to plan in this plan year2022-07-261026
Other income to plan in this plan year2022-07-2658021
Plan net income in this plan year2022-07-26136086
Net assets as of the end of the plan year2022-07-26536267
Net assets as of the beginning of the plan year2022-07-26400181
Employer contributions to plan in this plan year2022-07-2613447
Fees paid to broker by Benefit Provider2022-07-26148

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