401k Plan data: TRUE HOME VALUE 401K PLAN plan

TRUE HOME VALUE 401K PLAN 401k Plan overview

Plan Name	TRUE HOME VALUE 401K PLAN
Plan identification number	001

TRUE HOME VALUE 401K PLAN Benefits

401k Plan Type

Defined 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TRUE HOME VALUE, INC. has sponsored the creation of one or more 401k plans.

Company Name: TRUE HOME VALUE, INC.

Employer identification number (EIN): 203709661

NAIC Classification: 238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRUE HOME VALUE 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01 STEPHEN DICKMAN
001 2014-01-01 STEPHEN L DICKMAN
001 2014-01-01 STEPHEN L DICKMAN
001 2013-01-01 STEPHEN L DICKMAN
001 2012-01-01 STEPHEN L DICKMAN
001 2011-01-01 STEPHEN L DICKMAN
001 2010-01-01 STEPHEN L DICKMAN
001 2009-01-01 STEPHEN L DICKMAN

Plan Statistics for TRUE HOME VALUE 401K PLAN

401k plan membership statisitcs for TRUE HOME VALUE 401K PLAN

Measure Date Value
2016: TRUE HOME VALUE 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 96
Total of all active and inactive participants 2016-01-01 96
Total participants 2016-01-01 96
Number of participants with account balances 2016-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: TRUE HOME VALUE 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 212
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 39
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 104
Total of all active and inactive participants 2015-01-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 143
Number of participants with account balances 2015-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: TRUE HOME VALUE 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 292
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 106
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 96
Total of all active and inactive participants 2014-01-01 202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 202
Number of participants with account balances 2014-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: TRUE HOME VALUE 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 337
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 154
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 127
Total of all active and inactive participants 2013-01-01 281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 281
Number of participants with account balances 2013-01-01 204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: TRUE HOME VALUE 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 369
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 247
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 90
Total of all active and inactive participants 2012-01-01 337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 337
Number of participants with account balances 2012-01-01 229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: TRUE HOME VALUE 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 494
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 270
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 99
Total of all active and inactive participants 2011-01-01 369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 369
Number of participants with account balances 2011-01-01 254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: TRUE HOME VALUE 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 581
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 321
Number of other retired or separated participants entitled to future benefits 2010-01-01 173
Total of all active and inactive participants 2010-01-01 494
Total participants 2010-01-01 494
Number of participants with account balances 2010-01-01 342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: TRUE HOME VALUE 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 610
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 385
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 196
Total of all active and inactive participants 2009-01-01 581
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 581
Number of participants with account balances 2009-01-01 390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2016: TRUE HOME VALUE 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	96
Total of all active and inactive participants	2016-01-01	96
Total participants	2016-01-01	96
Number of participants with account balances	2016-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: TRUE HOME VALUE 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	212
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	39
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	104
Total of all active and inactive participants	2015-01-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	143
Number of participants with account balances	2015-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: TRUE HOME VALUE 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	292
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	106
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	96
Total of all active and inactive participants	2014-01-01	202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	202
Number of participants with account balances	2014-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: TRUE HOME VALUE 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	337
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	154
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	127
Total of all active and inactive participants	2013-01-01	281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	281
Number of participants with account balances	2013-01-01	204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: TRUE HOME VALUE 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	369
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	247
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	90
Total of all active and inactive participants	2012-01-01	337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	337
Number of participants with account balances	2012-01-01	229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: TRUE HOME VALUE 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	494
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	270
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	99
Total of all active and inactive participants	2011-01-01	369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	369
Number of participants with account balances	2011-01-01	254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: TRUE HOME VALUE 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	581
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	321
Number of other retired or separated participants entitled to future benefits	2010-01-01	173
Total of all active and inactive participants	2010-01-01	494
Total participants	2010-01-01	494
Number of participants with account balances	2010-01-01	342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: TRUE HOME VALUE 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	610
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	385
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	196
Total of all active and inactive participants	2009-01-01	581
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	581
Number of participants with account balances	2009-01-01	390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on TRUE HOME VALUE 401K PLAN

Measure	Date	Value
2016 : TRUE HOME VALUE 401K PLAN 2016 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$15,000
Total income from all sources (including contributions)	2016-12-31	$129,773
Total of all expenses incurred	2016-12-31	$1,724,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,701,190
Value of total assets at end of year	2016-12-31	$2,083,591
Value of total assets at beginning of year	2016-12-31	$3,692,924
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$22,916
Total interest from all sources	2016-12-31	$1,140
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Participant contributions at end of year	2016-12-31	$36,801
Participant contributions at beginning of year	2016-12-31	$52,306
Participant contributions at beginning of year	2016-12-31	$70
Administrative expenses (other) incurred	2016-12-31	$22,916
Liabilities. Value of operating payables at beginning of year	2016-12-31	$15,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-1,594,333
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,083,591
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,677,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$1,942,799
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$3,533,803
Interest on participant loans	2016-12-31	$1,140
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$103,991
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$106,745
Net investment gain/loss from pooled separate accounts	2016-12-31	$128,633
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,701,190
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
2015 : TRUE HOME VALUE 401K PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$15,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$14,994
Total income from all sources (including contributions)	2015-12-31	$68,456
Total of all expenses incurred	2015-12-31	$1,843,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,780,720
Expenses. Certain deemed distributions of participant loans	2015-12-31	$41,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$57,662
Value of total assets at end of year	2015-12-31	$3,692,924
Value of total assets at beginning of year	2015-12-31	$5,467,818
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$21,165
Total interest from all sources	2015-12-31	$4,834
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$15,000
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$57,662
Participant contributions at end of year	2015-12-31	$52,306
Participant contributions at beginning of year	2015-12-31	$138,826
Participant contributions at end of year	2015-12-31	$70
Participant contributions at beginning of year	2015-12-31	$3,640
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$0
Administrative expenses (other) incurred	2015-12-31	$6,165
Liabilities. Value of operating payables at end of year	2015-12-31	$15,000
Liabilities. Value of operating payables at beginning of year	2015-12-31	$14,994
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-1,774,900
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$3,677,924
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$5,452,824
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$3,533,803
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$5,077,751
Interest on participant loans	2015-12-31	$4,834
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$106,745
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$247,601
Net investment gain/loss from pooled separate accounts	2015-12-31	$5,960
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,780,720
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	STROTHMAN & CO PSC
Accountancy firm EIN	2015-12-31	611191655
2014 : TRUE HOME VALUE 401K PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$14,994
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$14,931
Total income from all sources (including contributions)	2014-12-31	$566,202
Total of all expenses incurred	2014-12-31	$4,545,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$4,418,687
Expenses. Certain deemed distributions of participant loans	2014-12-31	$101,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$133,389
Value of total assets at end of year	2014-12-31	$5,467,818
Value of total assets at beginning of year	2014-12-31	$9,447,034
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$25,278
Total interest from all sources	2014-12-31	$7,089
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$15,000
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$132,666
Participant contributions at end of year	2014-12-31	$138,826
Participant contributions at beginning of year	2014-12-31	$283,124
Participant contributions at end of year	2014-12-31	$3,640
Participant contributions at beginning of year	2014-12-31	$11,441
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$723
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$931
Administrative expenses (other) incurred	2014-12-31	$10,278
Liabilities. Value of operating payables at end of year	2014-12-31	$14,994
Liabilities. Value of operating payables at beginning of year	2014-12-31	$14,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-3,979,279
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$5,452,824
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$9,432,103
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$5,077,751
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$8,635,797
Interest on participant loans	2014-12-31	$7,089
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$247,601
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$516,672
Net investment gain/loss from pooled separate accounts	2014-12-31	$425,724
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$4,418,687
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	DEAN DORTON ALLEN FORD PLLC
Accountancy firm EIN	2014-12-31	610916029
2013 : TRUE HOME VALUE 401K PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$14,931
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$24,629
Total income from all sources (including contributions)	2013-12-31	$1,919,757
Total of all expenses incurred	2013-12-31	$1,222,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,157,192
Expenses. Certain deemed distributions of participant loans	2013-12-31	$40,383
Value of total corrective distributions	2013-12-31	$209
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$334,006
Value of total assets at end of year	2013-12-31	$9,447,034
Value of total assets at beginning of year	2013-12-31	$8,759,691
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$24,932
Total interest from all sources	2013-12-31	$12,519
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$14,000
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$310,506
Participant contributions at end of year	2013-12-31	$283,124
Participant contributions at beginning of year	2013-12-31	$370,573
Participant contributions at end of year	2013-12-31	$11,441
Participant contributions at beginning of year	2013-12-31	$14,544
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$23,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$931
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$10,829
Other income not declared elsewhere	2013-12-31	$4,687
Administrative expenses (other) incurred	2013-12-31	$10,932
Liabilities. Value of operating payables at end of year	2013-12-31	$14,000
Liabilities. Value of operating payables at beginning of year	2013-12-31	$13,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$697,041
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$9,432,103
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$8,735,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$8,635,797
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$7,554,447
Interest on participant loans	2013-12-31	$12,519
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$516,672
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$820,127
Net investment gain/loss from pooled separate accounts	2013-12-31	$1,568,545
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,157,192
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	DEAN DORTON ALLEN FORD PLLC
Accountancy firm EIN	2013-12-31	610916029
2012 : TRUE HOME VALUE 401K PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$24,629
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$18,899
Total income from all sources (including contributions)	2012-12-31	$1,425,008
Total of all expenses incurred	2012-12-31	$746,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$595,842
Expenses. Certain deemed distributions of participant loans	2012-12-31	$114,871
Value of total corrective distributions	2012-12-31	$10,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$388,536
Value of total assets at end of year	2012-12-31	$8,759,691
Value of total assets at beginning of year	2012-12-31	$8,075,726
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$25,953
Total interest from all sources	2012-12-31	$14,910
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$386,215
Participant contributions at end of year	2012-12-31	$370,573
Participant contributions at beginning of year	2012-12-31	$491,496
Participant contributions at end of year	2012-12-31	$14,544
Participant contributions at beginning of year	2012-12-31	$8,205
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$2,321
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$10,829
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$2,795
Other income not declared elsewhere	2012-12-31	$3,447
Administrative expenses (other) incurred	2012-12-31	$25,953
Liabilities. Value of operating payables at end of year	2012-12-31	$13,800
Liabilities. Value of operating payables at beginning of year	2012-12-31	$16,104
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$678,235
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$8,735,062
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$8,056,827
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$7,554,447
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$6,688,113
Interest on participant loans	2012-12-31	$14,910
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$820,127
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$887,912
Net investment gain/loss from pooled separate accounts	2012-12-31	$1,018,115
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$595,842
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	DEAN DORTON ALLEN FORD PLLC
Accountancy firm EIN	2012-12-31	610916029
2011 : TRUE HOME VALUE 401K PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$18,899
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$1,205
Total income from all sources (including contributions)	2011-12-31	$232,410
Total of all expenses incurred	2011-12-31	$759,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$658,392
Expenses. Certain deemed distributions of participant loans	2011-12-31	$58,411
Value of total corrective distributions	2011-12-31	$25,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$437,207
Value of total assets at end of year	2011-12-31	$8,075,726
Value of total assets at beginning of year	2011-12-31	$8,585,559
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$17,568
Total interest from all sources	2011-12-31	$17,305
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$437,207
Participant contributions at end of year	2011-12-31	$491,496
Participant contributions at beginning of year	2011-12-31	$457,734
Participant contributions at end of year	2011-12-31	$8,205
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$2,795
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$1,205
Administrative expenses (other) incurred	2011-12-31	$17,568
Liabilities. Value of operating payables at end of year	2011-12-31	$16,104
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-527,527
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$8,056,827
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$8,584,354
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$6,688,113
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$7,469,115
Interest on participant loans	2011-12-31	$17,305
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$887,912
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$658,710
Net investment gain/loss from pooled separate accounts	2011-12-31	$-222,102
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$658,392
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	Yes
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	DEAN DORTON ALLEN FORD PLLC
Accountancy firm EIN	2011-12-31	610916029
2010 : TRUE HOME VALUE 401K PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$1,205
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$735
Total income from all sources (including contributions)	2010-12-31	$1,374,542
Total of all expenses incurred	2010-12-31	$866,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$742,512
Expenses. Certain deemed distributions of participant loans	2010-12-31	$100,701
Value of total corrective distributions	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$433,382
Value of total assets at end of year	2010-12-31	$8,585,559
Value of total assets at beginning of year	2010-12-31	$8,076,872
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$23,112
Total interest from all sources	2010-12-31	$23,765
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$10,500
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$433,382
Participant contributions at end of year	2010-12-31	$457,734
Participant contributions at beginning of year	2010-12-31	$547,866
Participant contributions at beginning of year	2010-12-31	$33,127
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$1,205
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$735
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$508,217
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$8,584,354
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$8,076,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$7,469,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$6,869,088
Interest on participant loans	2010-12-31	$23,765
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$658,710
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$626,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$917,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$742,512
Contract administrator fees	2010-12-31	$12,612
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	DEAN DORTON ALLEN FORD PLLC
Accountancy firm EIN	2010-12-31	610916029
2009 : TRUE HOME VALUE 401K PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for TRUE HOME VALUE 401K PLAN

2016: TRUE HOME VALUE 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: TRUE HOME VALUE 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: TRUE HOME VALUE 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: TRUE HOME VALUE 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: TRUE HOME VALUE 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: TRUE HOME VALUE 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: TRUE HOME VALUE 401K PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: TRUE HOME VALUE 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number	801820-000
Policy instance	1
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number	801820-000
Policy instance	1
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number	801820-000
Policy instance	1
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number	801820-000
Policy instance	1
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number	801820-000
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	878369
Policy instance	1

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

Company Name:	TRUE HOME VALUE, INC.
Employer identification number (EIN):	203709661
NAIC Classification:	238900

Plan id#	Filing Submission Date	Name of Administrator
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01	STEPHEN DICKMAN
001	2014-01-01	STEPHEN L DICKMAN
001	2014-01-01	STEPHEN L DICKMAN
001	2013-01-01	STEPHEN L DICKMAN
001	2012-01-01	STEPHEN L DICKMAN
001	2011-01-01	STEPHEN L DICKMAN
001	2010-01-01	STEPHEN L DICKMAN
001	2009-01-01	STEPHEN L DICKMAN