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EMPLOYEE BENEFIT PLAN OF SACRED HEART VILLAGE II INC 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF SACRED HEART VILLAGE II INC
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF SACRED HEART VILLAGE II INC Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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

SACRED HEART VILLAGE II INC has sponsored the creation of one or more 401k plans.

Company Name:SACRED HEART VILLAGE II INC
Employer identification number (EIN):383881451
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF SACRED HEART VILLAGE II INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DANIEL HABBART2024-07-31
0012022-01-01DANIEL HABBART2023-10-16
0012021-01-01DANIEL HABBART2022-07-14
0012020-01-01DANIEL HABBART2021-06-03
0012019-01-01DANIEL HABBART2020-07-13
0012018-01-01DANIEL HABBART2019-07-12
0012017-01-01DANIEL HABBART2018-07-20

Plan Statistics for EMPLOYEE BENEFIT PLAN OF SACRED HEART VILLAGE II INC

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF SACRED HEART VILLAGE II INC

Measure Date Value
2025: EMPLOYEE BENEFIT PLAN OF SACRED HEART VILLAGE II INC 2025 401k membership
Total number of particpants at beginning of year2025-07-284
Total number of particpants at end of year2025-07-284
Number of Participants With Account Balances2025-07-284
2024: EMPLOYEE BENEFIT PLAN OF SACRED HEART VILLAGE II INC 2024 401k membership
Total number of particpants at beginning of year2024-07-314
Total number of particpants at end of year2024-07-314
Number of Participants With Account Balances2024-07-314
2022: EMPLOYEE BENEFIT PLAN OF SACRED HEART VILLAGE II INC 2022 401k membership
Total number of particpants at beginning of year2022-07-143
Total number of particpants at end of year2022-07-143
Number of Participants With Account Balances2022-07-143

Financial Data on EMPLOYEE BENEFIT PLAN OF SACRED HEART VILLAGE II INC

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF SACRED HEART VILLAGE II INC 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-280
Total liabilities as of the end of the plan year2025-07-280
Total liabilities as of the beginning of the plan year2025-07-280
Total expenses incurred by plan in this plan year2025-07-28133
Net assets as of the end of the plan year2025-07-2861242
Total assets as of the beginning of the plan year2025-07-2843068
Value of plan covered by a fidelity bond2025-07-283000
Participant contributions to plan in this plan year2025-07-280
Other expenses paid from plan in this plan year2025-07-280
Other contributions to plan in this plan year2025-07-280
Other income to plan in this plan year2025-07-284196
Plan net income in this plan year2025-07-2818174
Net assets as of the end of the plan year2025-07-2861242
Net assets as of the beginning of the plan year2025-07-2843068
Employer contributions to plan in this plan year2025-07-2814111
Fees paid to broker by Benefit Provider2025-07-2830
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-28133
2024 : EMPLOYEE BENEFIT PLAN OF SACRED HEART VILLAGE II INC 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-310
Total liabilities as of the end of the plan year2024-07-310
Total liabilities as of the beginning of the plan year2024-07-310
Total expenses incurred by plan in this plan year2024-07-31265
Net assets as of the end of the plan year2024-07-3143068
Total assets as of the beginning of the plan year2024-07-3126041
Value of plan covered by a fidelity bond2024-07-313000
Participant contributions to plan in this plan year2024-07-310
Other expenses paid from plan in this plan year2024-07-310
Other contributions to plan in this plan year2024-07-310
Other income to plan in this plan year2024-07-313682
Plan net income in this plan year2024-07-3117027
Net assets as of the end of the plan year2024-07-3143068
Net assets as of the beginning of the plan year2024-07-3126041
Employer contributions to plan in this plan year2024-07-3113610
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-3152
2022 : EMPLOYEE BENEFIT PLAN OF SACRED HEART VILLAGE II INC 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-140
Total liabilities as of the end of the plan year2022-07-140
Total liabilities as of the beginning of the plan year2022-07-140
Total expenses incurred by plan in this plan year2022-07-1448
Net assets as of the end of the plan year2022-07-1426166
Total assets as of the beginning of the plan year2022-07-1420849
Value of plan covered by a fidelity bond2022-07-143000
Participant contributions to plan in this plan year2022-07-140
Other expenses paid from plan in this plan year2022-07-1448
Other contributions to plan in this plan year2022-07-140
Other income to plan in this plan year2022-07-142436
Plan net income in this plan year2022-07-145317
Net assets as of the end of the plan year2022-07-1426166
Net assets as of the beginning of the plan year2022-07-1420849
Employer contributions to plan in this plan year2022-07-142929
Fees paid to broker by Benefit Provider2022-07-1418

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