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NEW HORIZONS REALTY RETIREMENT PLAN 401k Plan overview

Plan NameNEW HORIZONS REALTY RETIREMENT PLAN
Plan identification number 001

NEW HORIZONS REALTY RETIREMENT PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • 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

NEW HORIZONS REALTY OF PRICE COUNTY has sponsored the creation of one or more 401k plans.

Company Name:NEW HORIZONS REALTY OF PRICE COUNTY
Employer identification number (EIN):202618873
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW HORIZONS REALTY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01WESLEY DELASKY2024-03-04
0012023-01-01WESLEY DELASKY2024-03-04
0012022-01-01WESLEY DELASKY2023-06-16
0012021-01-01WESLEY DELASKY2022-05-31
0012020-01-01WESLEY DELASKY2021-06-14
0012019-01-01WESLEY DELASKY2020-05-26
0012018-01-01WESLEY DELASKY2019-05-08 WESLEY DELASKY2019-05-08
0012017-01-01WESLEY DELASKY2018-05-21 WESLEY DELASKY2018-05-21
0012016-01-01WESLEY DELASKY2017-05-16 WESLEY DELASKY2017-05-16
0012015-01-01WESLEY DELASKY2016-05-31 WESLEY DELASKY2016-05-31
0012014-01-01WESLEY DELASKY2015-05-12 WESLEY DELASKY2015-05-12
0012013-01-01WESLEY DELASKY2014-04-25 WESLEY DELASKY2014-04-25
0012012-01-01WESLEY DELASKY2013-06-27 WESLEY DELASKY2013-06-27

Plan Statistics for NEW HORIZONS REALTY RETIREMENT PLAN

401k plan membership statisitcs for NEW HORIZONS REALTY RETIREMENT PLAN

Measure Date Value
2024: NEW HORIZONS REALTY RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-03-042
Total number of particpants at end of year2024-03-040
Number of Participants With Account Balances2024-03-040
2022: NEW HORIZONS REALTY RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year2022-05-312
Total number of particpants at end of year2022-05-312
Number of Participants With Account Balances2022-05-312

Financial Data on NEW HORIZONS REALTY RETIREMENT PLAN

Measure Date Value
2024 : NEW HORIZONS REALTY RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-03-041072513
Net assets as of the end of the plan year2024-03-040
Total assets as of the beginning of the plan year2024-03-041089932
Value of plan covered by a fidelity bond2024-03-04125000
Participant contributions to plan in this plan year2024-03-040
Other expenses paid from plan in this plan year2024-03-040
Other contributions to plan in this plan year2024-03-040
Other income to plan in this plan year2024-03-04-17419
Plan net income in this plan year2024-03-04-1089932
Net assets as of the end of the plan year2024-03-040
Net assets as of the beginning of the plan year2024-03-041089932
Employer contributions to plan in this plan year2024-03-040
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-04200
2022 : NEW HORIZONS REALTY RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-310
Net assets as of the end of the plan year2022-05-31984562
Total assets as of the beginning of the plan year2022-05-31810904
Value of plan covered by a fidelity bond2022-05-31125000
Participant contributions to plan in this plan year2022-05-3152000
Other income to plan in this plan year2022-05-3182998
Plan net income in this plan year2022-05-31173658
Net assets as of the end of the plan year2022-05-31984562
Net assets as of the beginning of the plan year2022-05-31810904
Employer contributions to plan in this plan year2022-05-3138660

Potentially related plans

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