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EMPLOYEE BENEFIT PLAN OF SAFEHAVEN, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF SAFEHAVEN, INC.
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF SAFEHAVEN, 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.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

SAFEHAVEN, INC. has sponsored the creation of one or more 401k plans.

Company Name:SAFEHAVEN, INC.
Employer identification number (EIN):311458088
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF SAFEHAVEN, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DOUGLAS METCALFE2024-08-08 DOUGLAS J. METCALFE2024-08-08
0012022-01-01DOUGLAS METCALFE2023-07-05 DOUGLAS METCALFE2023-07-05
0012021-01-01DOUGLAS METCALFE2022-07-20 DOUGLAS METCALFE2022-07-20
0012020-01-01DOUGLAS METCALFE2021-06-16 DOUGLAS METCALFE2021-06-16
0012019-01-01TRICIA STEMEN2020-06-30
0012018-01-01TRICIA STEMEN2019-06-05
0012017-01-01TRICIA STEMEN2018-06-06
0012016-01-01DOUGLAS METCALF2017-06-14
0012015-01-01DOUGLAS METCALFE2016-07-18 DOUGLAS METCALFE2016-07-18
0012013-01-01DOUGLAS METCALFE2014-06-04 DOUGLAS METCALFE2014-06-04
0012012-01-01DOUGLAS METCALFE2013-05-02 DOUGLAS METCALFE2013-05-02
0012011-01-01DOUGLAS METCALFE2012-07-26 DOUGLAS METCALFE2012-07-26
0012010-01-01DOUGLAS METCALFE2011-07-12 DOUGLAS METCALFE2011-07-12
0012008-01-01HEATHER FEWLASS
0012007-01-01HEATHER FEWLASS

Plan Statistics for EMPLOYEE BENEFIT PLAN OF SAFEHAVEN, INC.

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF SAFEHAVEN, INC.

Measure Date Value
2025: EMPLOYEE BENEFIT PLAN OF SAFEHAVEN, INC. 2025 401k membership
Total number of particpants at beginning of year2025-06-279
Total number of particpants at end of year2025-06-277
Number of Participants With Account Balances2025-06-277
2024: EMPLOYEE BENEFIT PLAN OF SAFEHAVEN, INC. 2024 401k membership
Total number of particpants at beginning of year2024-08-088
Total number of particpants at end of year2024-08-088
Number of Participants With Account Balances2024-08-088
2008: EMPLOYEE BENEFIT PLAN OF SAFEHAVEN, INC. 2008 401k membership
Total participants, beginning-of-year2008-01-014
Total number of active participants reported on line 7a of the Form 55002008-01-014
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-010
Total of all active and inactive participants2008-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-014
Number of participants with account balances2008-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010
2007: EMPLOYEE BENEFIT PLAN OF SAFEHAVEN, INC. 2007 401k membership
Total participants, beginning-of-year2007-01-014
Total number of active participants reported on line 7a of the Form 55002007-01-014
Number of other retired or separated participants entitled to future benefits2007-01-011
Total of all active and inactive participants2007-01-015
Total participants2007-01-015
Number of participants with account balances2007-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010

Financial Data on EMPLOYEE BENEFIT PLAN OF SAFEHAVEN, INC.

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF SAFEHAVEN, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-270
Total expenses incurred by plan in this plan year2025-06-27349
Net assets as of the end of the plan year2025-06-27112151
Total assets as of the beginning of the plan year2025-06-2793272
Value of plan covered by a fidelity bond2025-06-2725000
Participant contributions to plan in this plan year2025-06-272727
Other contributions to plan in this plan year2025-06-270
Other income to plan in this plan year2025-06-2713415
Plan net income in this plan year2025-06-2718879
Net assets as of the end of the plan year2025-06-27112151
Net assets as of the beginning of the plan year2025-06-2793272
Employer contributions to plan in this plan year2025-06-273086
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-27244
2024 : EMPLOYEE BENEFIT PLAN OF SAFEHAVEN, INC. 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-080
Net assets as of the end of the plan year2024-08-0893272
Total assets as of the beginning of the plan year2024-08-0874266
Value of plan covered by a fidelity bond2024-08-0825000
Participant contributions to plan in this plan year2024-08-082624
Other income to plan in this plan year2024-08-0813227
Plan net income in this plan year2024-08-0819006
Net assets as of the end of the plan year2024-08-0893272
Net assets as of the beginning of the plan year2024-08-0874266
Employer contributions to plan in this plan year2024-08-083155
2008 : EMPLOYEE BENEFIT PLAN OF SAFEHAVEN, INC. 2008 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2008-12-31$0
2007 : EMPLOYEE BENEFIT PLAN OF SAFEHAVEN, INC. 2007 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2007-12-31$0

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF SAFEHAVEN, INC.

2008: EMPLOYEE BENEFIT PLAN OF SAFEHAVEN, INC. 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan benefit arrangement – InsuranceYes
2007: EMPLOYEE BENEFIT PLAN OF SAFEHAVEN, INC. 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan benefit arrangement – InsuranceYes

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