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TAX DEFERRED ANNUITY PLAN OF THE HICKMAN FRIENDS SENIOR COMMUNITY OF WEST CHESTER 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF THE HICKMAN FRIENDS SENIOR COMMUNITY OF WEST CHESTER
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF THE HICKMAN FRIENDS SENIOR COMMUNITY OF WEST CHESTER 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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 HICKMAN FRIENDS SENIOR COMMUNITY OF WEST CHESTER has sponsored the creation of one or more 401k plans.

Company Name:THE HICKMAN FRIENDS SENIOR COMMUNITY OF WEST CHESTER
Employer identification number (EIN):231352144
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF THE HICKMAN FRIENDS SENIOR COMMUNITY OF WEST CHESTER

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01JOEL NECOWITZ2024-10-14
0022022-01-01JOEL NECOWITZ2023-10-09
0022021-01-01JOEL NECOWITZ2022-10-17
0022020-01-01DANIELLE FAVANO2021-06-22
0022019-01-01DANIELLE FAVANO2020-07-25
0022018-01-01DANIELLE FAVANO2019-06-20
0022017-01-01PAMELA LELAND2018-06-07
0022016-01-01COLLEEN ONEILL2017-07-26
0022015-01-01ANDREW BATTEN2016-07-27 ANDREW BATTEN2016-07-27
0022014-01-01ANDREW BATTEN2016-04-06 ANDREW BATTEN2016-04-06
0022013-01-01ANDREW BATTEN2016-04-06 ANDREW BATTEN2016-04-06
0022012-01-01ANDREW BATTEN2016-04-06 ANDREW BATTEN2016-04-06
0022011-01-01ANDREW BATTEN2016-04-06 ANDREW BATTEN2016-04-06
0022010-01-01ANDREW BATTEN2016-04-06 ANDREW BATTEN2016-04-06
0022009-01-01ANDREW BATTEN2016-04-06 ANDREW BATTEN2016-04-06

Financial Data on TAX DEFERRED ANNUITY PLAN OF THE HICKMAN FRIENDS SENIOR COMMUNITY OF WEST CHESTER

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF THE HICKMAN FRIENDS SENIOR COMMUNITY OF WEST CHESTER 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-2999878
Net assets as of the end of the plan year2025-09-292204966
Total assets as of the beginning of the plan year2025-09-291882399
Value of plan covered by a fidelity bond2025-09-29500000
Participant contributions to plan in this plan year2025-09-2983604
Value of participant loans at end of plan year2025-09-2916802
Other expenses paid from plan in this plan year2025-09-291835
Other income to plan in this plan year2025-09-29229276
Plan net income in this plan year2025-09-29322567
Net assets as of the end of the plan year2025-09-292204966
Net assets as of the beginning of the plan year2025-09-291882399
Employer contributions to plan in this plan year2025-09-29109565
Fees paid to broker by Benefit Provider2025-09-29384
2024 : TAX DEFERRED ANNUITY PLAN OF THE HICKMAN FRIENDS SENIOR COMMUNITY OF WEST CHESTER 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-14130718
Net assets as of the end of the plan year2024-10-141882399
Total assets as of the beginning of the plan year2024-10-141655313
Value of plan covered by a fidelity bond2024-10-14500000
Participant contributions to plan in this plan year2024-10-1453264
Value of participant loans at end of plan year2024-10-146430
Other expenses paid from plan in this plan year2024-10-140
Other contributions to plan in this plan year2024-10-140
Other income to plan in this plan year2024-10-14194820
Plan net income in this plan year2024-10-14227086
Net assets as of the end of the plan year2024-10-141882399
Net assets as of the beginning of the plan year2024-10-141655313
Employer contributions to plan in this plan year2024-10-14109720
Fees paid to broker by Benefit Provider2024-10-14681
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-14554

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