| Plan Name | THE HENRY FOUNDATION 403(B) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | THE HENRY FOUNDATION |
| Employer identification number (EIN): | 205861163 |
| NAIC Classification: | 813000 |
| NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about THE HENRY FOUNDATION
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 2006-08-09 |
| Company Identification Number: | 0800691840 |
| Legal Registered Office Address: |
3525 ANDREWS HWY STE 200 MIDLAND United States of America (USA) 79703 |
More information about THE HENRY FOUNDATION
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | KIM HELM | 2024-05-20 | ||
| 001 | 2022-01-01 | KIM HELM | 2023-03-20 | ||
| 001 | 2021-01-01 | KIM HELM | 2022-03-31 | ||
| 001 | 2020-01-01 | KIM HELM | 2021-05-27 | ||
| 001 | 2019-01-01 | KIM HELM | 2020-04-24 | ||
| 001 | 2018-01-01 | KIM HELM | 2019-05-28 | ||
| 001 | 2017-01-01 | KIM HELM | 2018-04-27 | ||
| 001 | 2016-01-01 | SUSIE NEALE | 2017-06-21 | ||
| 001 | 2015-01-01 | SUSIE NEALE | 2016-06-16 | ||
| 001 | 2014-01-01 | SUSIE NEALE | 2015-06-12 | ||
| 001 | 2013-01-01 | SUSIE NEALE | 2014-07-01 | SUSIE NEALE | 2014-07-01 |
| 001 | 2012-01-01 | SARAH SCOTT | 2013-06-13 | SARAH SCOTT | 2013-06-13 |
| Measure | Date | Value |
|---|---|---|
| 2025 : THE HENRY FOUNDATION 403(B) PLAN 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-04-28 | 0 |
| Total liabilities as of the end of the plan year | 2025-04-28 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-04-28 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-28 | 735 |
| Net assets as of the end of the plan year | 2025-04-28 | 398027 |
| Total assets as of the beginning of the plan year | 2025-04-28 | 337173 |
| Value of plan covered by a fidelity bond | 2025-04-28 | 3000000 |
| Participant contributions to plan in this plan year | 2025-04-28 | 12600 |
| Other expenses paid from plan in this plan year | 2025-04-28 | 735 |
| Other contributions to plan in this plan year | 2025-04-28 | 0 |
| Other income to plan in this plan year | 2025-04-28 | 38739 |
| Plan net income in this plan year | 2025-04-28 | 60854 |
| Net assets as of the end of the plan year | 2025-04-28 | 398027 |
| Net assets as of the beginning of the plan year | 2025-04-28 | 337173 |
| Employer contributions to plan in this plan year | 2025-04-28 | 10250 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-28 | 0 |
| 2024 : THE HENRY FOUNDATION 403(B) PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-05-20 | 0 |
| Total liabilities as of the end of the plan year | 2024-05-20 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-20 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-20 | 590 |
| Net assets as of the end of the plan year | 2024-05-20 | 337173 |
| Total assets as of the beginning of the plan year | 2024-05-20 | 274520 |
| Value of plan covered by a fidelity bond | 2024-05-20 | 3000000 |
| Participant contributions to plan in this plan year | 2024-05-20 | 12456 |
| Other expenses paid from plan in this plan year | 2024-05-20 | 590 |
| Other contributions to plan in this plan year | 2024-05-20 | 0 |
| Other income to plan in this plan year | 2024-05-20 | 40587 |
| Plan net income in this plan year | 2024-05-20 | 62653 |
| Net assets as of the end of the plan year | 2024-05-20 | 337173 |
| Net assets as of the beginning of the plan year | 2024-05-20 | 274520 |
| Employer contributions to plan in this plan year | 2024-05-20 | 10200 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-20 | 0 |