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THE HENRY FOUNDATION 403(B) PLAN 401k Plan overview

Plan NameTHE HENRY FOUNDATION 403(B) PLAN
Plan identification number 001

THE HENRY FOUNDATION 403(B) PLAN Benefits

401k Plan TypeDefined 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.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

THE HENRY FOUNDATION has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HENRY FOUNDATION 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KIM HELM2024-05-20
0012022-01-01KIM HELM2023-03-20
0012021-01-01KIM HELM2022-03-31
0012020-01-01KIM HELM2021-05-27
0012019-01-01KIM HELM2020-04-24
0012018-01-01KIM HELM2019-05-28
0012017-01-01KIM HELM2018-04-27
0012016-01-01SUSIE NEALE2017-06-21
0012015-01-01SUSIE NEALE2016-06-16
0012014-01-01SUSIE NEALE2015-06-12
0012013-01-01SUSIE NEALE2014-07-01 SUSIE NEALE2014-07-01
0012012-01-01SARAH SCOTT2013-06-13 SARAH SCOTT2013-06-13

Financial Data on THE HENRY FOUNDATION 403(B) PLAN

Measure Date Value
2025 : THE HENRY FOUNDATION 403(B) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-280
Total liabilities as of the end of the plan year2025-04-280
Total liabilities as of the beginning of the plan year2025-04-280
Total expenses incurred by plan in this plan year2025-04-28735
Net assets as of the end of the plan year2025-04-28398027
Total assets as of the beginning of the plan year2025-04-28337173
Value of plan covered by a fidelity bond2025-04-283000000
Participant contributions to plan in this plan year2025-04-2812600
Other expenses paid from plan in this plan year2025-04-28735
Other contributions to plan in this plan year2025-04-280
Other income to plan in this plan year2025-04-2838739
Plan net income in this plan year2025-04-2860854
Net assets as of the end of the plan year2025-04-28398027
Net assets as of the beginning of the plan year2025-04-28337173
Employer contributions to plan in this plan year2025-04-2810250
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-280
2024 : THE HENRY FOUNDATION 403(B) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-200
Total liabilities as of the end of the plan year2024-05-200
Total liabilities as of the beginning of the plan year2024-05-200
Total expenses incurred by plan in this plan year2024-05-20590
Net assets as of the end of the plan year2024-05-20337173
Total assets as of the beginning of the plan year2024-05-20274520
Value of plan covered by a fidelity bond2024-05-203000000
Participant contributions to plan in this plan year2024-05-2012456
Other expenses paid from plan in this plan year2024-05-20590
Other contributions to plan in this plan year2024-05-200
Other income to plan in this plan year2024-05-2040587
Plan net income in this plan year2024-05-2062653
Net assets as of the end of the plan year2024-05-20337173
Net assets as of the beginning of the plan year2024-05-20274520
Employer contributions to plan in this plan year2024-05-2010200
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-200

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