Logo

THE HEALTH FOUNDATION OF CENTRAL MASSACHUSETTS 401(K) PLAN 401k Plan overview

Plan NameTHE HEALTH FOUNDATION OF CENTRAL MASSACHUSETTS 401(K) PLAN
Plan identification number 001

THE HEALTH FOUNDATION OF CENTRAL MASSACHUSETTS 401(K) PLAN 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.
  • 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

THE HEALTH FOUNDATION OF CENTRAL MASSACHUSETTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE HEALTH FOUNDATION OF CENTRAL MASSACHUSETTS, INC.
Employer identification number (EIN):042633274
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HEALTH FOUNDATION OF CENTRAL MASSACHUSETTS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01AMIE SHEI2024-10-15
0012022-01-01AMIE SHEI2023-10-09
0012021-01-01AMIE SHEI2022-07-28 AMIE SHEI2022-07-28
0012020-01-01JANICE B. YOST, ED.D.2021-07-20 JANICE B. YOST, ED.D.2021-07-20
0012019-01-01JANICE B. YOST2020-07-27 JANICE B. YOST2020-07-27
0012018-01-01JANICE B. YOST2019-07-25 JANICE B. YOST2019-07-25
0012018-01-01JANICE B. YOST2019-09-05 JANICE B. YOST2019-09-05
0012017-01-01JANICE B. YOST2018-07-24 JANICE B. YOST2018-07-24
0012016-01-01JANICE YOST2017-07-13 JANICE YOST2017-07-13
0012015-01-01JANICE YOST2016-06-24 JANICE YOST2016-06-24
0012014-01-01JANICE YOST2015-04-02 JANICE YOST2015-04-02
0012013-01-01JANICE YOST2014-04-18 JANICE YOST2014-04-18
0012012-01-01JANICE YOST2013-06-19
0012011-01-01JANICE YOST2012-06-14
0012010-01-01JANICE YOST2011-05-19

Financial Data on THE HEALTH FOUNDATION OF CENTRAL MASSACHUSETTS 401(K) PLAN

Measure Date Value
2025 : THE HEALTH FOUNDATION OF CENTRAL MASSACHUSETTS 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-290
Total liabilities as of the end of the plan year2025-07-290
Total liabilities as of the beginning of the plan year2025-07-290
Total expenses incurred by plan in this plan year2025-07-2957088
Net assets as of the end of the plan year2025-07-292366509
Total assets as of the beginning of the plan year2025-07-292064158
Value of plan covered by a fidelity bond2025-07-29225000
Participant contributions to plan in this plan year2025-07-2976800
Other expenses paid from plan in this plan year2025-07-290
Other contributions to plan in this plan year2025-07-290
Other income to plan in this plan year2025-07-29256665
Plan net income in this plan year2025-07-29302351
Net assets as of the end of the plan year2025-07-292366509
Net assets as of the beginning of the plan year2025-07-292064158
Employer contributions to plan in this plan year2025-07-2925974
Fees paid to broker by Benefit Provider2025-07-29205
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-295392
2024 : THE HEALTH FOUNDATION OF CENTRAL MASSACHUSETTS 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-150
Total liabilities as of the end of the plan year2024-10-150
Total liabilities as of the beginning of the plan year2024-10-150
Total expenses incurred by plan in this plan year2024-10-1554106
Net assets as of the end of the plan year2024-10-152064158
Total assets as of the beginning of the plan year2024-10-151756436
Value of plan covered by a fidelity bond2024-10-152000000
Participant contributions to plan in this plan year2024-10-1572745
Other expenses paid from plan in this plan year2024-10-150
Other contributions to plan in this plan year2024-10-150
Other income to plan in this plan year2024-10-15264632
Plan net income in this plan year2024-10-15307723
Net assets as of the end of the plan year2024-10-152064158
Net assets as of the beginning of the plan year2024-10-151756436
Employer contributions to plan in this plan year2024-10-1524452
Fees paid to broker by Benefit Provider2024-10-15199
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-158332
2022 : THE HEALTH FOUNDATION OF CENTRAL MASSACHUSETTS 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-287703
Net assets as of the end of the plan year2022-07-282096420
Total assets as of the beginning of the plan year2022-07-281753311
Value of plan covered by a fidelity bond2022-07-28200000
Participant contributions to plan in this plan year2022-07-2861571
Other expenses paid from plan in this plan year2022-07-280
Other contributions to plan in this plan year2022-07-280
Other income to plan in this plan year2022-07-28265358
Plan net income in this plan year2022-07-28343109
Net assets as of the end of the plan year2022-07-282096420
Net assets as of the beginning of the plan year2022-07-281753311
Employer contributions to plan in this plan year2022-07-2823883
Fees paid to broker by Benefit Provider2022-07-28225
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-287703

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 S1