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| Plan Name | H&R BLOCK OF CHELSEA, SAFE HARBOUR |
| Plan identification number | 002 |
| 401k Plan Type | Defined Benefit Pension |
| Plan Features/Benefits |
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| Company Name: | JEAN SHONER |
| Employer identification number (EIN): | 382222445 |
| NAIC Classification: | 541213 |
| NAIC Description: | Tax Preparation Services |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2022-01-01 | JEAN SHONER | 2023-08-30 | JEAN SHONER | 2023-08-30 |
| 002 | 2021-01-01 | JEAN SHONER | 2022-10-17 | JEAN SHONER | 2022-10-17 |
| 002 | 2019-01-01 | ||||
| 002 | 2018-01-01 | JEAN SHONER | 2019-10-07 | JEAN SHONER | 2019-10-07 |
| 002 | 2017-01-01 | JEAN SHONER | 2018-09-28 | JEAN SHONER | 2018-09-28 |
| 002 | 2016-01-01 | JEAN SHONER | 2017-10-02 | JEAN SHONER | 2017-10-02 |
| 002 | 2015-01-01 | JEAN SHONER | 2016-09-08 | JEAN SHONER | 2016-09-08 |
| 002 | 2014-01-01 | JEAN SHONER | 2015-10-10 | JEAN SHONER | 2015-10-10 |
| 002 | 2013-01-01 | JEAN SHONER | 2014-10-09 | JEAN SHONER | 2014-10-09 |
| 002 | 2012-01-01 | JEAN SHONER | 2014-10-09 | JEAN SHONER | 2014-10-09 |
| Measure | Date | Value |
|---|---|---|
| 2019: H&R BLOCK OF CHELSEA, SAFE HARBOUR 2019 401k membership | ||
| Total participants, beginning-of-year | 2019-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 2 |
| Total of all active and inactive participants | 2019-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1 |
| Total participants | 2019-01-01 | 11 |
| Number of participants with account balances | 2019-01-01 | 11 |
| Measure | Date | Value |
|---|---|---|
| 2019 : H&R BLOCK OF CHELSEA, SAFE HARBOUR 2019 401k financial data | ||
| Total income from all sources | 2019-12-31 | $245,799 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $1,609 |
| Total plan assets at end of year | 2019-12-31 | $1,036,207 |
| Total plan assets at beginning of year | 2019-12-31 | $792,017 |
| Value of fidelity bond covering the plan | 2019-12-31 | $150,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $70,162 |
| Other income received | 2019-12-31 | $170,198 |
| Net income (gross income less expenses) | 2019-12-31 | $244,190 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,036,207 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $792,017 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $5,439 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $1,609 |
| 2019: H&R BLOCK OF CHELSEA, SAFE HARBOUR 2019 form 5500 responses | ||
|---|---|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
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