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HEART OF CAMDEN, INC. RETIREMENT PLAN 401k Plan overview

Plan NameHEART OF CAMDEN, INC. RETIREMENT PLAN
Plan identification number 001

HEART OF CAMDEN, INC. RETIREMENT 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)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements 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

HEART OF CAMDEN, INC. has sponsored the creation of one or more 401k plans.

Company Name:HEART OF CAMDEN, INC.
Employer identification number (EIN):222589999
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEART OF CAMDEN, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01NICK RICE2024-09-12
0012022-01-01NICK RICE2023-06-24
0012021-01-01NICK RICE2022-09-22
0012020-01-01SHIRLEY HORNER2021-06-29
0012019-01-01KARI SCHNEIDER2020-06-30
0012018-01-01KARI SCHNEIDER2019-06-17
0012017-01-01EILEEN MARKHORST2018-07-16
0012016-01-01EILEEN MARKHORST2018-07-19
0012015-01-01EILEEN MARKHORST2018-07-19
0012014-01-01LISA KIERNAN2015-10-23
0012014-01-01LISA KIERNAN2015-10-21
0012013-01-01PATRICIA WILLIAMS2014-05-29
0012012-01-01PATRICIA WILLIAMS2013-07-26
0012011-01-01PATRICIA WILLIAMS2012-10-11
0012010-01-01ANNE WILDER2011-06-21

Plan Statistics for HEART OF CAMDEN, INC. RETIREMENT PLAN

401k plan membership statisitcs for HEART OF CAMDEN, INC. RETIREMENT PLAN

Measure Date Value
2025: HEART OF CAMDEN, INC. RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-238
Total number of particpants at end of year2025-07-238
Number of Participants With Account Balances2025-07-233
2024: HEART OF CAMDEN, INC. RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-128
Total number of particpants at end of year2024-09-128
Number of Participants With Account Balances2024-09-123
2022: HEART OF CAMDEN, INC. RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year2022-09-228
Total number of particpants at end of year2022-09-228
Number of Participants With Account Balances2022-09-223

Financial Data on HEART OF CAMDEN, INC. RETIREMENT PLAN

Measure Date Value
2025 : HEART OF CAMDEN, INC. RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-23522
Net assets as of the end of the plan year2025-07-2331995
Total assets as of the beginning of the plan year2025-07-2329828
Value of plan covered by a fidelity bond2025-07-233000
Other income to plan in this plan year2025-07-232689
Plan net income in this plan year2025-07-232167
Net assets as of the end of the plan year2025-07-2331995
Net assets as of the beginning of the plan year2025-07-2329828
2024 : HEART OF CAMDEN, INC. RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-12468
Net assets as of the end of the plan year2024-09-1229828
Total assets as of the beginning of the plan year2024-09-1226843
Value of plan covered by a fidelity bond2024-09-123000
Other income to plan in this plan year2024-09-123453
Plan net income in this plan year2024-09-122985
Net assets as of the end of the plan year2024-09-1229828
Net assets as of the beginning of the plan year2024-09-1226843
2022 : HEART OF CAMDEN, INC. RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-22557
Net assets as of the end of the plan year2022-09-2231982
Total assets as of the beginning of the plan year2022-09-2230052
Value of plan covered by a fidelity bond2022-09-224000
Other income to plan in this plan year2022-09-222487
Plan net income in this plan year2022-09-221930
Net assets as of the end of the plan year2022-09-2231982
Net assets as of the beginning of the plan year2022-09-2230052

Potentially related plans

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