401k Plan data: J. T. HAFFEY BUILDERS, INC. PROFIT SHARING 401(K) PLAN plan

J. T. HAFFEY BUILDERS, INC. PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan Name	J. T. HAFFEY BUILDERS, INC. PROFIT SHARING 401(K) PLAN
Plan identification number	001

J. T. HAFFEY BUILDERS, INC. PROFIT SHARING 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
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

J. T. HAFFEY BUILDERS, INC. has sponsored the creation of one or more 401k plans.

Company Name: J. T. HAFFEY BUILDERS, INC.

Employer identification number (EIN): 042751407

NAIC Classification: 236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J. T. HAFFEY BUILDERS, INC. PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 PENNY FERRETTI 2024-07-18
001 2022-01-01 PENNY FERRETTI 2023-08-15
001 2021-01-01 PENNY FERRETTI 2022-09-12
001 2020-01-01 JOHN T HAFFEY 2021-05-25 JOHN T HAFFEY 2021-05-25
001 2019-01-01 JOHN T HAFFEY 2020-09-16 SCOTT FRANCIS SAARI 2020-09-16
001 2018-01-01 JOHN T HAFFEY 2019-05-24
001 2017-01-01 JOHN T HAFFEY 2018-05-02
001 2016-01-01 JOHN T HAFFEY 2017-03-24
001 2015-01-01 JOHN T HAFFEY 2016-04-08 JOHN T HAFFEY 2016-04-08
001 2014-01-01 JOHN T HAFFEY 2015-04-10 JOHN T HAFFEY 2015-04-10
001 2013-01-01 JOHN T HAFFEY 2014-06-12 JOHN T HAFFEY 2014-06-12
001 2012-01-01 SCOTT SAARI 2013-06-18
001 2011-01-01 JOHN T. HAFFEY 2012-09-10 JOHN T. HAFFEY 2012-09-10
001 2010-01-01 SCOTT F. SAARI 2011-09-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	PENNY FERRETTI	2024-07-18
001	2022-01-01	PENNY FERRETTI	2023-08-15
001	2021-01-01	PENNY FERRETTI	2022-09-12
001	2020-01-01	JOHN T HAFFEY	2021-05-25	JOHN T HAFFEY	2021-05-25
001	2019-01-01	JOHN T HAFFEY	2020-09-16	SCOTT FRANCIS SAARI	2020-09-16
001	2018-01-01	JOHN T HAFFEY	2019-05-24
001	2017-01-01	JOHN T HAFFEY	2018-05-02
001	2016-01-01	JOHN T HAFFEY	2017-03-24
001	2015-01-01	JOHN T HAFFEY	2016-04-08	JOHN T HAFFEY	2016-04-08
001	2014-01-01	JOHN T HAFFEY	2015-04-10	JOHN T HAFFEY	2015-04-10
001	2013-01-01	JOHN T HAFFEY	2014-06-12	JOHN T HAFFEY	2014-06-12
001	2012-01-01	SCOTT SAARI	2013-06-18
001	2011-01-01	JOHN T. HAFFEY	2012-09-10	JOHN T. HAFFEY	2012-09-10
001	2010-01-01	SCOTT F. SAARI	2011-09-28

Financial Data on J. T. HAFFEY BUILDERS, INC. PROFIT SHARING 401(K) PLAN

Measure	Date	Value
2025 : J. T. HAFFEY BUILDERS, INC. PROFIT SHARING 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-09-22	130919
Net assets as of the end of the plan year	2025-09-22	3304152
Total assets as of the beginning of the plan year	2025-09-22	2883606
Value of plan covered by a fidelity bond	2025-09-22	300000
Participant contributions to plan in this plan year	2025-09-22	82820
Value of participant loans at end of plan year	2025-09-22	46304
Other income to plan in this plan year	2025-09-22	420131
Plan net income in this plan year	2025-09-22	420546
Net assets as of the end of the plan year	2025-09-22	3304152
Net assets as of the beginning of the plan year	2025-09-22	2883606
Employer contributions to plan in this plan year	2025-09-22	48514
Expensese paid to adminstrative service provicers from plan in this plan year	2025-09-22	8059
2024 : J. T. HAFFEY BUILDERS, INC. PROFIT SHARING 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-07-18	22407
Net assets as of the end of the plan year	2024-07-18	2883606
Total assets as of the beginning of the plan year	2024-07-18	2335332
Value of plan covered by a fidelity bond	2024-07-18	300000
Participant contributions to plan in this plan year	2024-07-18	77839
Value of participant loans at end of plan year	2024-07-18	38143
Other income to plan in this plan year	2024-07-18	446377
Plan net income in this plan year	2024-07-18	548274
Net assets as of the end of the plan year	2024-07-18	2883606
Net assets as of the beginning of the plan year	2024-07-18	2335332
Employer contributions to plan in this plan year	2024-07-18	46465
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-18	6590

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Company Name:	J. T. HAFFEY BUILDERS, INC.
Employer identification number (EIN):	042751407
NAIC Classification:	236200