| Plan Name | 403(B) THRIFT PLAN OF INDEPENDENCE HOUSE, INC. |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | INDEPENDENCE HOUSE, INC. |
| Employer identification number (EIN): | 042716665 |
| NAIC Classification: | 624200 |
Additional information about INDEPENDENCE HOUSE, INC.
| Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
| Incorporation Date: | 2017-11-07 |
| Company Identification Number: | N17000011176 |
| Legal Registered Office Address: |
2911 Fruitville Road SARASOTA 34237 |
More information about INDEPENDENCE HOUSE, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | LINDA MAWHINNEY | 2024-07-29 | ||
| 001 | 2022-01-01 | LINDA MAWHINNEY | 2023-09-15 | ||
| 001 | 2021-01-01 | LINDA MAWHINNEY | 2022-10-13 | ||
| 001 | 2020-01-01 | LINDA MAWHINNEY | 2021-10-05 | ||
| 001 | 2019-01-01 | MARCIA MARINO | 2020-07-10 | ||
| 001 | 2018-01-01 | MARCIA MARINO | 2019-08-22 | ||
| 001 | 2017-01-01 | MEREDITH PRATT | 2018-07-23 | MEREDITH PRATT | 2018-07-23 |
| 001 | 2016-01-01 | JOANIE WALDRON | 2017-04-10 | ||
| 001 | 2015-01-01 | JOANIE WALDRON | 2016-10-12 | JOANIE WALDRON | 2016-10-12 |
| 001 | 2014-01-01 | JOANIE WALDRON | 2015-07-13 | JOANIE WALDRON | 2015-07-13 |
| 001 | 2013-01-01 | JOAN S. WALDRON | 2014-06-23 | JOAN S. WALDRON | 2014-06-23 |
| 001 | 2012-01-01 | JOANIE HARRINGTON | 2013-05-07 | JOANIE HARRINGTON | 2013-05-07 |
| 001 | 2011-01-01 | JOAN S. HARRINGTON | 2012-07-19 | JOAN S. HARRINGTON | 2012-07-19 |
| 001 | 2010-01-01 | LYSETTA HURGE-PUTMAN | 2011-10-14 | LYSETTA HURGE-PUTMAN | 2011-10-14 |
| Measure | Date | Value |
|---|---|---|
| 2025 : 403(B) THRIFT PLAN OF INDEPENDENCE HOUSE, INC. 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-10-08 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-08 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-08 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-08 | 204945 |
| Net assets as of the end of the plan year | 2025-10-08 | 1449956 |
| Total assets as of the beginning of the plan year | 2025-10-08 | 1273616 |
| Value of plan covered by a fidelity bond | 2025-10-08 | 130000 |
| Participant contributions to plan in this plan year | 2025-10-08 | 132602 |
| Value of participant loans at end of plan year | 2025-10-08 | 781 |
| Other expenses paid from plan in this plan year | 2025-10-08 | 0 |
| Other contributions to plan in this plan year | 2025-10-08 | 0 |
| Other income to plan in this plan year | 2025-10-08 | 211579 |
| Plan net income in this plan year | 2025-10-08 | 176340 |
| Net assets as of the end of the plan year | 2025-10-08 | 1449956 |
| Net assets as of the beginning of the plan year | 2025-10-08 | 1273616 |
| Employer contributions to plan in this plan year | 2025-10-08 | 37104 |
| Fees paid to broker by Benefit Provider | 2025-10-08 | 165 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-08 | 339 |
| 2024 : 403(B) THRIFT PLAN OF INDEPENDENCE HOUSE, INC. 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-07-29 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-29 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-29 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-29 | 34735 |
| Net assets as of the end of the plan year | 2024-07-29 | 1273616 |
| Total assets as of the beginning of the plan year | 2024-07-29 | 950313 |
| Value of plan covered by a fidelity bond | 2024-07-29 | 130000 |
| Participant contributions to plan in this plan year | 2024-07-29 | 130656 |
| Other expenses paid from plan in this plan year | 2024-07-29 | 0 |
| Other contributions to plan in this plan year | 2024-07-29 | 0 |
| Other income to plan in this plan year | 2024-07-29 | 186368 |
| Plan net income in this plan year | 2024-07-29 | 323303 |
| Net assets as of the end of the plan year | 2024-07-29 | 1273616 |
| Net assets as of the beginning of the plan year | 2024-07-29 | 950313 |
| Employer contributions to plan in this plan year | 2024-07-29 | 41014 |
| Fees paid to broker by Benefit Provider | 2024-07-29 | 282 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-29 | 258 |
| 2022 : 403(B) THRIFT PLAN OF INDEPENDENCE HOUSE, INC. 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-10-13 | 0 |
| Total liabilities as of the end of the plan year | 2022-10-13 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-10-13 | 0 |
| Total expenses incurred by plan in this plan year | 2022-10-13 | 47386 |
| Net assets as of the end of the plan year | 2022-10-13 | 1019926 |
| Total assets as of the beginning of the plan year | 2022-10-13 | 782492 |
| Value of plan covered by a fidelity bond | 2022-10-13 | 50000 |
| Participant contributions to plan in this plan year | 2022-10-13 | 98818 |
| Value of participant loans at end of plan year | 2022-10-13 | 3563 |
| Other expenses paid from plan in this plan year | 2022-10-13 | 417 |
| Other contributions to plan in this plan year | 2022-10-13 | 9044 |
| Other income to plan in this plan year | 2022-10-13 | 143427 |
| Plan net income in this plan year | 2022-10-13 | 237434 |
| Net assets as of the end of the plan year | 2022-10-13 | 1019926 |
| Net assets as of the beginning of the plan year | 2022-10-13 | 782492 |
| Employer contributions to plan in this plan year | 2022-10-13 | 33531 |
| Fees paid to broker by Benefit Provider | 2022-10-13 | 292 |