401k Plan data: H&R BLOCK CAFETERIA PLAN plan

H&R BLOCK CAFETERIA PLAN 401k Plan overview

Plan Name	H&R BLOCK CAFETERIA PLAN
Plan identification number	508

H&R BLOCK CAFETERIA PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision)

401k Sponsoring company profile

H&R BLOCK MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name: H&R BLOCK MANAGEMENT, LLC

Employer identification number (EIN): 431632589

NAIC Classification: 541213
NAIC Description: Tax Preparation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan H&R BLOCK CAFETERIA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
508 2017-01-01
508 2017-01-01 JAMES W. HAYES 2019-04-02
508 2016-01-01 JIM HAYES
508 2015-01-01 JIM HAYES
508 2014-01-01 GINA MONGER
508 2013-01-01 GINA MONGER
508 2012-01-01 GINA MONGER
508 2009-01-01 RYAN GAMBLE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
508	2017-01-01
508	2017-01-01	JAMES W. HAYES	2019-04-02
508	2016-01-01	JIM HAYES
508	2015-01-01	JIM HAYES
508	2014-01-01	GINA MONGER
508	2013-01-01	GINA MONGER
508	2012-01-01	GINA MONGER
508	2009-01-01	RYAN GAMBLE

Plan Statistics for H&R BLOCK CAFETERIA PLAN

401k plan membership statisitcs for H&R BLOCK CAFETERIA PLAN

Measure Date Value
2017: H&R BLOCK CAFETERIA PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 115
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 115
2016: H&R BLOCK CAFETERIA PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2,200
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2,175
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 2,175
2015: H&R BLOCK CAFETERIA PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2,045
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2,200
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 2,200
2014: H&R BLOCK CAFETERIA PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,975
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2,045
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 2,045
2013: H&R BLOCK CAFETERIA PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,884
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,975
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 1,975
2012: H&R BLOCK CAFETERIA PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,676
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,890
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 1,890
2009: H&R BLOCK CAFETERIA PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,650
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1,538
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 1,538

Measure	Date	Value
2017: H&R BLOCK CAFETERIA PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	115
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	115
2016: H&R BLOCK CAFETERIA PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2,200
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2,175
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	2,175
2015: H&R BLOCK CAFETERIA PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2,045
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2,200
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	2,200
2014: H&R BLOCK CAFETERIA PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,975
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2,045
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	2,045
2013: H&R BLOCK CAFETERIA PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,884
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,975
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	1,975
2012: H&R BLOCK CAFETERIA PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,676
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,890
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	1,890
2009: H&R BLOCK CAFETERIA PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,650
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1,538
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	1,538

Form 5500 Responses for H&R BLOCK CAFETERIA PLAN

2017: H&R BLOCK CAFETERIA PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2017-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2016: H&R BLOCK CAFETERIA PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2016-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2015: H&R BLOCK CAFETERIA PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2015-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2014: H&R BLOCK CAFETERIA PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2014-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2013: H&R BLOCK CAFETERIA PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2013-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2012: H&R BLOCK CAFETERIA PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2009: H&R BLOCK CAFETERIA PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-01-01	Plan benefit arrangement – General assets of the sponsor	Yes

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Company Name:	H&R BLOCK MANAGEMENT, LLC
Employer identification number (EIN):	431632589
NAIC Classification:	541213
NAIC Description:	Tax Preparation Services