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EMPLOYEE BENEFIT PLAN OF SAFE HARBOR EASTON, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF SAFE HARBOR EASTON, INC.
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF SAFE HARBOR EASTON, INC. 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.
  • 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

SAFE HARBOR EASTON, INC. has sponsored the creation of one or more 401k plans.

Company Name:SAFE HARBOR EASTON, INC.
Employer identification number (EIN):232589941
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF SAFE HARBOR EASTON, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-07-01SARAH STEHLIN2025-01-22
0012021-07-01JEFFREY POCH2023-04-18
0012020-07-01JEFFREY POCH2022-04-13
0012017-07-01ELIZABETH RYCHNOVSKY2019-01-28
0012017-07-01ELIZABETH RYCHNOVSKY2019-01-29
0012015-07-01ANITA MITCHELL2017-01-27
0012014-07-01JANICE ALLEMAN2016-01-14 JANICE ALLEMAN2016-01-14
0012013-07-01JANICE ALLEMAN2015-01-23
0012012-07-01JANICE ALLEMAN2014-03-28
0012011-07-01TYLER ROGERS2013-01-29

Plan Statistics for EMPLOYEE BENEFIT PLAN OF SAFE HARBOR EASTON, INC.

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF SAFE HARBOR EASTON, INC.

Measure Date Value
2025: EMPLOYEE BENEFIT PLAN OF SAFE HARBOR EASTON, INC. 2025 401k membership
Total number of particpants at beginning of year2025-01-2224
Total number of particpants at end of year2025-01-2221
Number of Participants With Account Balances2025-01-229
2023: EMPLOYEE BENEFIT PLAN OF SAFE HARBOR EASTON, INC. 2023 401k membership
Total number of particpants at beginning of year2023-04-185
Total number of particpants at end of year2023-04-1811
Number of Participants With Account Balances2023-04-1811

Financial Data on EMPLOYEE BENEFIT PLAN OF SAFE HARBOR EASTON, INC.

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF SAFE HARBOR EASTON, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-01-220
Total liabilities as of the end of the plan year2025-01-220
Total liabilities as of the beginning of the plan year2025-01-220
Total expenses incurred by plan in this plan year2025-01-2234396
Net assets as of the end of the plan year2025-01-22298344
Total assets as of the beginning of the plan year2025-01-22253115
Value of plan covered by a fidelity bond2025-01-2250000
Participant contributions to plan in this plan year2025-01-2217816
Other expenses paid from plan in this plan year2025-01-220
Other contributions to plan in this plan year2025-01-220
Other income to plan in this plan year2025-01-2239143
Plan net income in this plan year2025-01-2245229
Net assets as of the end of the plan year2025-01-22298344
Net assets as of the beginning of the plan year2025-01-22253115
Employer contributions to plan in this plan year2025-01-2222666
Fees paid to broker by Benefit Provider2025-01-22234
Expensese paid to adminstrative service provicers from plan in this plan year2025-01-22112
2023 : EMPLOYEE BENEFIT PLAN OF SAFE HARBOR EASTON, INC. 2023 401k financial data
Total transfers to/from plan in this plan year2023-04-180
Total liabilities as of the end of the plan year2023-04-180
Total liabilities as of the beginning of the plan year2023-04-180
Total expenses incurred by plan in this plan year2023-04-185069
Net assets as of the end of the plan year2023-04-18178751
Total assets as of the beginning of the plan year2023-04-18174868
Value of plan covered by a fidelity bond2023-04-1850000
Participant contributions to plan in this plan year2023-04-1820743
Value of participant loans at end of plan year2023-04-1825107
Other expenses paid from plan in this plan year2023-04-1869
Other contributions to plan in this plan year2023-04-181407
Other income to plan in this plan year2023-04-18-31550
Plan net income in this plan year2023-04-183883
Net assets as of the end of the plan year2023-04-18178751
Net assets as of the beginning of the plan year2023-04-18174868
Employer contributions to plan in this plan year2023-04-1818352
Fees paid to broker by Benefit Provider2023-04-1857

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