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NEW HOPE FAMILY SERVICES, INC. TAX SHELTERED ANNUITY PLAN 401k Plan overview

Plan NameNEW HOPE FAMILY SERVICES, INC. TAX SHELTERED ANNUITY PLAN
Plan identification number 001

NEW HOPE FAMILY SERVICES, INC. TAX SHELTERED ANNUITY 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
  • 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

NEW HOPE FAMILY SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:NEW HOPE FAMILY SERVICES, INC.
Employer identification number (EIN):237103133
NAIC Classification:621410
NAIC Description:Family Planning Centers

Additional information about NEW HOPE FAMILY SERVICES, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1965-04-26
Company Identification Number: 186743
Legal Registered Office Address: 119 CHURCH STREET
Onondaga
NORTH SYRACUSE
United States of America (USA)
13212

More information about NEW HOPE FAMILY SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW HOPE FAMILY SERVICES, INC. TAX SHELTERED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SHIRLEY HORNER2024-07-15
0012019-01-01KATHLEEN JERMAN2020-01-23 KATHLEEN JERMAN2020-01-23
0012018-01-01SUZANNE CUCOLA2019-09-06 SUZANNE CUCOLA2019-09-06
0012017-01-01SUZANNE CUCOLA2018-06-30 SUZANNE CUCOLA2018-06-30
0012016-01-01MARTHA J RAUB2017-05-05 MARTHA J RAUB2017-05-05
0012015-01-01MARTHA J. RAUB2016-03-04 MARTHA J. RAUB2016-03-04
0012014-01-01MARTHA J. RAUB2015-05-15 MARTHA J. RAUB2015-05-15
0012013-01-01MARTHA J. RAUB2014-05-27 MARTHA J. RAUB2014-05-27
0012012-01-01JUDITH A. GEYER2013-03-22 JUDITH A. GEYER2013-03-22
0012011-01-01JUDITH A. GEYER2012-02-17 JUDITH A. GEYER2012-02-17
0012010-01-01JUDITH A. GEYER2011-01-31 JUDITH A. GEYER2011-01-31

Financial Data on NEW HOPE FAMILY SERVICES, INC. TAX SHELTERED ANNUITY PLAN

Measure Date Value
2025 : NEW HOPE FAMILY SERVICES, INC. TAX SHELTERED ANNUITY PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-309461
Net assets as of the end of the plan year2025-06-3059357
Total assets as of the beginning of the plan year2025-06-3031651
Value of plan covered by a fidelity bond2025-06-304000
Participant contributions to plan in this plan year2025-06-3025559
Other income to plan in this plan year2025-06-305703
Plan net income in this plan year2025-06-3027706
Net assets as of the end of the plan year2025-06-3059357
Net assets as of the beginning of the plan year2025-06-3031651
Employer contributions to plan in this plan year2025-06-305905
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-30556
2024 : NEW HOPE FAMILY SERVICES, INC. TAX SHELTERED ANNUITY PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-1597
Net assets as of the end of the plan year2024-07-1531651
Value of plan covered by a fidelity bond2024-07-151000
Participant contributions to plan in this plan year2024-07-1519819
Other income to plan in this plan year2024-07-152694
Plan net income in this plan year2024-07-1531651
Net assets as of the end of the plan year2024-07-1531651
Net assets as of the beginning of the plan year2024-07-150
Employer contributions to plan in this plan year2024-07-159235
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-1597

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