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TAX DEFERRED ANNUITY PLAN OF ALTERNATIVE HOUSE, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF ALTERNATIVE HOUSE, INC.
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF ALTERNATIVE 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements 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

ALTERNATIVE HOUSE, INC. has sponsored the creation of one or more 401k plans.

Company Name:ALTERNATIVE HOUSE, INC.
Employer identification number (EIN):042661054
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF ALTERNATIVE HOUSE, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ERISA FIDUCIARY SERVICES, INC2024-05-20
0012022-01-01STEVEN JACKSON2023-09-15
0012021-01-01STEVEN JACKSON2022-10-13
0012021-01-01STEVEN JACKSON2022-10-13
0012020-01-01STEVEN JACKSON2021-07-07
0012019-01-01STEVEN JACKSON2020-07-17
0012018-01-01STEVEN JACKSON2019-07-30
0012017-01-01KATHLEEN KELLEY2018-07-30
0012016-01-01
0012015-01-01
0012013-01-01
0012012-01-01ROBIN C. LAMOUREAUX2013-08-19
0012011-01-01ROBIN C. LAMOUREAUX2013-10-03 ROBIN C. LAMOUREAUX2013-10-03
0012010-01-01ROOBIN C. LAMOUREAUX2011-10-14 ROBIN C. LAMOUREAUX2011-10-14

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF ALTERNATIVE HOUSE, INC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF ALTERNATIVE HOUSE, INC.

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF ALTERNATIVE HOUSE, INC. 2025 401k membership
Total number of particpants at beginning of year2025-04-0932
Total number of particpants at end of year2025-04-0930
Number of Participants With Account Balances2025-04-0914
2024: TAX DEFERRED ANNUITY PLAN OF ALTERNATIVE HOUSE, INC. 2024 401k membership
Total number of particpants at beginning of year2024-05-2036
Total number of particpants at end of year2024-05-2032
Number of Participants With Account Balances2024-05-2012

Financial Data on TAX DEFERRED ANNUITY PLAN OF ALTERNATIVE HOUSE, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF ALTERNATIVE HOUSE, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-090
Total liabilities as of the end of the plan year2025-04-090
Total liabilities as of the beginning of the plan year2025-04-090
Total expenses incurred by plan in this plan year2025-04-093936
Net assets as of the end of the plan year2025-04-0979538
Total assets as of the beginning of the plan year2025-04-0913268
Value of plan covered by a fidelity bond2025-04-09500000
Participant contributions to plan in this plan year2025-04-0939849
Value of participant loans at end of plan year2025-04-099263
Other expenses paid from plan in this plan year2025-04-090
Other contributions to plan in this plan year2025-04-090
Other income to plan in this plan year2025-04-092327
Plan net income in this plan year2025-04-0966270
Net assets as of the end of the plan year2025-04-0979538
Net assets as of the beginning of the plan year2025-04-0913268
Employer contributions to plan in this plan year2025-04-0928030
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-091171
2024 : TAX DEFERRED ANNUITY PLAN OF ALTERNATIVE HOUSE, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-200
Total liabilities as of the end of the plan year2024-05-200
Total liabilities as of the beginning of the plan year2024-05-200
Total expenses incurred by plan in this plan year2024-05-20607
Net assets as of the end of the plan year2024-05-2013268
Total assets as of the beginning of the plan year2024-05-200
Value of plan covered by a fidelity bond2024-05-20500000
Participant contributions to plan in this plan year2024-05-208346
Other expenses paid from plan in this plan year2024-05-200
Other contributions to plan in this plan year2024-05-200
Other income to plan in this plan year2024-05-2091
Plan net income in this plan year2024-05-2013268
Net assets as of the end of the plan year2024-05-2013268
Net assets as of the beginning of the plan year2024-05-200
Employer contributions to plan in this plan year2024-05-205438
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-20607

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