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403(B) THRIFT PLAN OF FRIENDLY HOUSE OF DAVENPORT 401k Plan overview

Plan Name403(B) THRIFT PLAN OF FRIENDLY HOUSE OF DAVENPORT
Plan identification number 002

403(B) THRIFT PLAN OF FRIENDLY HOUSE OF DAVENPORT 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements 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

FRIENDLY HOUSE OF DAVENPORT IOWA has sponsored the creation of one or more 401k plans.

Company Name:FRIENDLY HOUSE OF DAVENPORT IOWA
Employer identification number (EIN):420733466
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF FRIENDLY HOUSE OF DAVENPORT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01TERRY HENDERSHOTT2024-07-24
0022022-01-01TERRY HENDERSHOTT2023-09-26
0022021-01-01TERRY HENDERSHOTT2022-04-26
0022020-01-01TERRY HENDERSHOTT2021-03-11
0022019-01-01LORELEI PFAUTZ2020-07-23
0022018-01-01LORELEI PFAUTZ2019-03-27
0022017-01-01LORELEI PFAUTZ2018-04-11 LORELEI PFAUTZ2018-04-11
0022016-01-01LORELEI PFAUTZ2017-04-25 LORELEI PFAUTZ2017-04-25
0022015-01-01LORELEI PFAUTZ2016-05-04 LORELEI PFAUTZ2016-05-04
0022013-01-01LORELEI PFAUTZ2014-07-23 LORELEI PFAUTZ2014-07-23
0022012-01-01LORELEI PFAUTZ2013-05-09 LORELEI PFAUTZ2013-05-09
0022011-01-01LORELEI PFAUTZ2012-07-06 LORELEI PFAUTZ2012-07-06
0022010-01-01LORELEI PFAUTZ2011-06-07 LORELEI PFAUTZ2011-06-07

Plan Statistics for 403(B) THRIFT PLAN OF FRIENDLY HOUSE OF DAVENPORT

401k plan membership statisitcs for 403(B) THRIFT PLAN OF FRIENDLY HOUSE OF DAVENPORT

Measure Date Value
2025: 403(B) THRIFT PLAN OF FRIENDLY HOUSE OF DAVENPORT 2025 401k membership
Total number of particpants at beginning of year2025-05-2729
Total number of particpants at end of year2025-05-2727
Number of Participants With Account Balances2025-05-2727
2024: 403(B) THRIFT PLAN OF FRIENDLY HOUSE OF DAVENPORT 2024 401k membership
Total number of particpants at beginning of year2024-07-2430
Total number of particpants at end of year2024-07-2429
Number of Participants With Account Balances2024-07-2429
2022: 403(B) THRIFT PLAN OF FRIENDLY HOUSE OF DAVENPORT 2022 401k membership
Total number of particpants at beginning of year2022-04-2626
Total number of particpants at end of year2022-04-2629
Number of Participants With Account Balances2022-04-2629

Financial Data on 403(B) THRIFT PLAN OF FRIENDLY HOUSE OF DAVENPORT

Measure Date Value
2025 : 403(B) THRIFT PLAN OF FRIENDLY HOUSE OF DAVENPORT 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-270
Total liabilities as of the end of the plan year2025-05-270
Total liabilities as of the beginning of the plan year2025-05-270
Total expenses incurred by plan in this plan year2025-05-2736624
Net assets as of the end of the plan year2025-05-271408296
Total assets as of the beginning of the plan year2025-05-271210451
Value of plan covered by a fidelity bond2025-05-27100000
Participant contributions to plan in this plan year2025-05-2730853
Value of participant loans at end of plan year2025-05-2766432
Other expenses paid from plan in this plan year2025-05-270
Other contributions to plan in this plan year2025-05-27378
Other income to plan in this plan year2025-05-27184425
Plan net income in this plan year2025-05-27197845
Net assets as of the end of the plan year2025-05-271408296
Net assets as of the beginning of the plan year2025-05-271210451
Employer contributions to plan in this plan year2025-05-2718813
Fees paid to broker by Benefit Provider2025-05-27148
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-27212
2024 : 403(B) THRIFT PLAN OF FRIENDLY HOUSE OF DAVENPORT 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-240
Total liabilities as of the end of the plan year2024-07-240
Total liabilities as of the beginning of the plan year2024-07-240
Total expenses incurred by plan in this plan year2024-07-2445788
Net assets as of the end of the plan year2024-07-241210451
Total assets as of the beginning of the plan year2024-07-241039366
Value of plan covered by a fidelity bond2024-07-24100000
Participant contributions to plan in this plan year2024-07-2430050
Other expenses paid from plan in this plan year2024-07-240
Other contributions to plan in this plan year2024-07-240
Other income to plan in this plan year2024-07-24168892
Plan net income in this plan year2024-07-24171085
Net assets as of the end of the plan year2024-07-241210451
Net assets as of the beginning of the plan year2024-07-241039366
Employer contributions to plan in this plan year2024-07-2417931
Fees paid to broker by Benefit Provider2024-07-2469
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2491
2022 : 403(B) THRIFT PLAN OF FRIENDLY HOUSE OF DAVENPORT 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-260
Total liabilities as of the end of the plan year2022-04-260
Total liabilities as of the beginning of the plan year2022-04-260
Total expenses incurred by plan in this plan year2022-04-2628766
Net assets as of the end of the plan year2022-04-261276619
Total assets as of the beginning of the plan year2022-04-261068878
Value of plan covered by a fidelity bond2022-04-26100000
Participant contributions to plan in this plan year2022-04-2613664
Other expenses paid from plan in this plan year2022-04-26215
Other contributions to plan in this plan year2022-04-2630765
Other income to plan in this plan year2022-04-26176747
Plan net income in this plan year2022-04-26207741
Net assets as of the end of the plan year2022-04-261276619
Net assets as of the beginning of the plan year2022-04-261068878
Employer contributions to plan in this plan year2022-04-2615331
Fees paid to broker by Benefit Provider2022-04-2686

Potentially related plans

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