401k Plan data: TREEHOUSE 403(B) PLAN plan

TREEHOUSE 403(B) PLAN 401k Plan overview

Plan Name	TREEHOUSE 403(B) PLAN
Plan identification number	001

TREEHOUSE 403(B) PLAN Benefits

401k Plan Type

Defined 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(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.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock 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

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

Company Name: FAMILY HOPE SERVICES, INC. DBA TREEHOUSE

Employer identification number (EIN): 363287099

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TREEHOUSE 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-10-01 ROCHELLE HAYES 2024-02-14
001 2021-10-01 ROCHELLE HAYES 2022-11-09
001 2020-10-01 PLAN SPONSOR 2022-05-24
001 2020-04-01 KARI BOYCE 2020-11-25 KARI BOYCE 2020-11-25
001 2019-04-01 KARI BOYCE 2020-11-17 KARI BOYCE 2020-11-17
001 2018-04-01 KARI BOYCE 2019-12-04 KARI BOYCE 2019-12-04
001 2017-04-01 DAVE MEISSNER 2019-01-10 DAVE MEISSNER 2019-01-10
001 2017-04-01 KARI BOYCE 2019-12-03 KARI BOYCE 2019-12-03
001 2016-04-01 DAVE MEISSNER 2017-07-28 DAVE MEISSNER 2017-07-28
001 2015-04-01 DAVE MEISSNER 2016-10-19 DAVE MEISSNER 2016-10-19
001 2014-04-01 DAVE MEISSNER 2015-09-16 DAVE MEISSNER 2015-09-16
001 2013-04-01 DAVE MEISSNER 2014-09-22 DAVE MEISSNER 2014-09-22
001 2012-04-01 DAVE MEISSNER 2013-12-18 DAVE MEISSNER 2013-12-18
001 2011-04-01 DAVE MEISSNER 2012-11-06 DAVE MEISSNER 2012-11-06
001 2010-04-01 ANGELA SHULTIS 2011-10-14 ANGELA SHULTIS 2011-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-10-01	ROCHELLE HAYES	2024-02-14
001	2021-10-01	ROCHELLE HAYES	2022-11-09
001	2020-10-01	PLAN SPONSOR	2022-05-24
001	2020-04-01	KARI BOYCE	2020-11-25	KARI BOYCE	2020-11-25
001	2019-04-01	KARI BOYCE	2020-11-17	KARI BOYCE	2020-11-17
001	2018-04-01	KARI BOYCE	2019-12-04	KARI BOYCE	2019-12-04
001	2017-04-01	DAVE MEISSNER	2019-01-10	DAVE MEISSNER	2019-01-10
001	2017-04-01	KARI BOYCE	2019-12-03	KARI BOYCE	2019-12-03
001	2016-04-01	DAVE MEISSNER	2017-07-28	DAVE MEISSNER	2017-07-28
001	2015-04-01	DAVE MEISSNER	2016-10-19	DAVE MEISSNER	2016-10-19
001	2014-04-01	DAVE MEISSNER	2015-09-16	DAVE MEISSNER	2015-09-16
001	2013-04-01	DAVE MEISSNER	2014-09-22	DAVE MEISSNER	2014-09-22
001	2012-04-01	DAVE MEISSNER	2013-12-18	DAVE MEISSNER	2013-12-18
001	2011-04-01	DAVE MEISSNER	2012-11-06	DAVE MEISSNER	2012-11-06
001	2010-04-01	ANGELA SHULTIS	2011-10-14	ANGELA SHULTIS	2011-10-14

Potentially related plans

TREEHOUSE 403(B) RETIREMENT PLAN [EIN = 911425676]

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Company Name:	FAMILY HOPE SERVICES, INC. DBA TREEHOUSE
Employer identification number (EIN):	363287099
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations