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TAX DEFERRED ANNUITY PLAN OF SAFE HARBOR OF SHEBOYGAN COUNTY INC 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF SAFE HARBOR OF SHEBOYGAN COUNTY INC
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF SAFE HARBOR OF SHEBOYGAN COUNTY INC Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

SAFE HARBOR OF SHEBOYGAN COUNTY INC has sponsored the creation of one or more 401k plans.

Company Name:SAFE HARBOR OF SHEBOYGAN COUNTY INC
Employer identification number (EIN):391690041
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF SAFE HARBOR OF SHEBOYGAN COUNTY INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DEBORAH LEE2024-09-16
0012020-01-01DEBORAH LEE2021-10-14
0012019-01-01LAURA BERCHEM2020-10-13
0012018-01-01LAURA ROENITZ2019-06-26
0012017-01-01LAURA ROENITZ2018-04-30 LAURA BERCHEM2018-04-30
0012016-01-01LAURA BERCHEM2017-04-05 LAURA BERCHEM2017-04-05
0012015-01-01LAURA BERCHEM2016-04-15 LAURA BERCHEM2016-04-15
0012014-01-01LAURA BERCHEM2015-05-06 LAURA BERCHEM2015-05-06
0012012-01-01LESLEA HELGESON2013-05-14
0012011-01-01LESLEA HELGESON2013-05-14
0012010-01-01LESLEA HELGESON2013-05-14

Financial Data on TAX DEFERRED ANNUITY PLAN OF SAFE HARBOR OF SHEBOYGAN COUNTY INC

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF SAFE HARBOR OF SHEBOYGAN COUNTY INC 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-070
Total liabilities as of the end of the plan year2025-10-070
Total liabilities as of the beginning of the plan year2025-10-070
Total expenses incurred by plan in this plan year2025-10-0735528
Net assets as of the end of the plan year2025-10-07604714
Total assets as of the beginning of the plan year2025-10-07571970
Value of plan covered by a fidelity bond2025-10-0758000
Participant contributions to plan in this plan year2025-10-07958
Other expenses paid from plan in this plan year2025-10-070
Other contributions to plan in this plan year2025-10-070
Other income to plan in this plan year2025-10-0766662
Plan net income in this plan year2025-10-0732744
Net assets as of the end of the plan year2025-10-07604714
Net assets as of the beginning of the plan year2025-10-07571970
Employer contributions to plan in this plan year2025-10-07652
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0775
2024 : TAX DEFERRED ANNUITY PLAN OF SAFE HARBOR OF SHEBOYGAN COUNTY INC 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-160
Total liabilities as of the end of the plan year2024-09-160
Total liabilities as of the beginning of the plan year2024-09-160
Total expenses incurred by plan in this plan year2024-09-1689848
Net assets as of the end of the plan year2024-09-16571970
Total assets as of the beginning of the plan year2024-09-16522480
Value of plan covered by a fidelity bond2024-09-1653000
Participant contributions to plan in this plan year2024-09-1630843
Other expenses paid from plan in this plan year2024-09-160
Other contributions to plan in this plan year2024-09-160
Other income to plan in this plan year2024-09-1687448
Plan net income in this plan year2024-09-1649490
Net assets as of the end of the plan year2024-09-16571970
Net assets as of the beginning of the plan year2024-09-16522480
Employer contributions to plan in this plan year2024-09-1621047
Fees paid to broker by Benefit Provider2024-09-1688
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-1672

Potentially related plans

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