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EMPLOYEE BENEFIT PLAN OF ABBOTT HOUSE, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF ABBOTT HOUSE, INC.
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF ABBOTT HOUSE, 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.
  • 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

ABBOTT HOUSE, INC. has sponsored the creation of one or more 401k plans.

Company Name:ABBOTT HOUSE, INC.
Employer identification number (EIN):460229822
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF ABBOTT HOUSE, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01KIMBERLY MOORE2023-08-16
0012021-01-01
0012021-01-01KIMBERLY MOORE2022-10-17
0012020-01-01KIMBERLY MOORE2021-07-02
0012019-01-01KIMBERLY MOORE2020-06-26
0012018-01-01KIMBERLY MOORE2019-05-22
0012017-01-01ERIC KLOOZ2018-05-22 ERIC KLOOZ2018-05-22
0012016-01-01ERIC KLOOZ2017-04-27 ERIC KLOOZ2017-04-27
0012015-01-01ERIC KLOOZ2016-04-28 ERIC KLOOZ2016-04-28
0012014-01-01ERIC KLOOZ2015-05-27 ERIC KLOOZ2015-05-27
0012013-01-01ERIC KLOOZ2014-10-14 ERIC KLOOZ2014-10-14
0012012-01-01ERIC KLOOZ
0012011-01-01ERIC KLOOZ
0012010-01-01ERIC KLOOZ
0012009-01-01ERIC KLOOZ

Plan Statistics for EMPLOYEE BENEFIT PLAN OF ABBOTT HOUSE, INC.

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF ABBOTT HOUSE, INC.

Measure Date Value
2021: EMPLOYEE BENEFIT PLAN OF ABBOTT HOUSE, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-01108
Total number of active participants reported on line 7a of the Form 55002021-01-0156
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0158
Total of all active and inactive participants2021-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01114
Number of participants with account balances2021-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2012: EMPLOYEE BENEFIT PLAN OF ABBOTT HOUSE, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-0184
Total number of active participants reported on line 7a of the Form 55002012-01-0137
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0149
Total of all active and inactive participants2012-01-0186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0186
Number of participants with account balances2012-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: EMPLOYEE BENEFIT PLAN OF ABBOTT HOUSE, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-0190
Total number of active participants reported on line 7a of the Form 55002011-01-0138
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0146
Total of all active and inactive participants2011-01-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0184
Number of participants with account balances2011-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2010: EMPLOYEE BENEFIT PLAN OF ABBOTT HOUSE, INC. 2010 401k membership
Total participants, beginning-of-year2010-01-0181
Total number of active participants reported on line 7a of the Form 55002010-01-0147
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0143
Total of all active and inactive participants2010-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0190
Number of participants with account balances2010-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: EMPLOYEE BENEFIT PLAN OF ABBOTT HOUSE, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-0180
Total number of active participants reported on line 7a of the Form 55002009-01-0141
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0140
Total of all active and inactive participants2009-01-0181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0181
Number of participants with account balances2009-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on EMPLOYEE BENEFIT PLAN OF ABBOTT HOUSE, INC.

Measure Date Value
2021 : EMPLOYEE BENEFIT PLAN OF ABBOTT HOUSE, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,026,278
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$241,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$235,280
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$302,181
Value of total assets at end of year2021-12-31$5,380,552
Value of total assets at beginning of year2021-12-31$4,595,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$6,100
Total interest from all sources2021-12-31$9,902
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31No
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$149,122
Participant contributions at end of year2021-12-31$140,101
Participant contributions at beginning of year2021-12-31$148,609
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,399
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$6,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$784,898
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,380,552
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,595,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,488,714
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,214,442
Interest on participant loans2021-12-31$6,743
Interest earned on other investments2021-12-31$3,159
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$751,737
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$232,603
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$714,195
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$150,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$235,280
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
2012 : EMPLOYEE BENEFIT PLAN OF ABBOTT HOUSE, INC. 2012 401k financial data
Total income from all sources2012-12-31$230,376
Expenses. Total of all expenses incurred2012-12-31$54,835
Benefits paid (including direct rollovers)2012-12-31$52,979
Total plan assets at end of year2012-12-31$1,474,696
Total plan assets at beginning of year2012-12-31$1,299,155
Value of fidelity bond covering the plan2012-12-31$150,000
Other income received2012-12-31$118,419
Net income (gross income less expenses)2012-12-31$175,541
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,474,696
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,299,155
Total contributions received or receivable from employer(s)2012-12-31$111,957
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$1,856
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$111,957
Amount contributed by the employer to the plan for this plan year2012-12-31$111,957
2011 : EMPLOYEE BENEFIT PLAN OF ABBOTT HOUSE, INC. 2011 401k financial data
Total income from all sources2011-12-31$98,734
Expenses. Total of all expenses incurred2011-12-31$200,889
Total plan assets at end of year2011-12-31$1,299,155
Total plan assets at beginning of year2011-12-31$1,401,310
Value of fidelity bond covering the plan2011-12-31$150,000
Expenses. Other expenses not covered elsewhere2011-12-31$198,889
Other income received2011-12-31$-7,221
Net income (gross income less expenses)2011-12-31$-102,155
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,299,155
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,401,310
Total contributions received or receivable from employer(s)2011-12-31$105,955
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$2,000
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$105,955
Amount contributed by the employer to the plan for this plan year2011-12-31$105,955
2010 : EMPLOYEE BENEFIT PLAN OF ABBOTT HOUSE, INC. 2010 401k financial data
Total income from all sources2010-12-31$236,174
Expenses. Total of all expenses incurred2010-12-31$1,778
Total plan assets at end of year2010-12-31$1,401,310
Total plan assets at beginning of year2010-12-31$1,166,914
Value of fidelity bond covering the plan2010-12-31$150,000
Other income received2010-12-31$131,122
Net income (gross income less expenses)2010-12-31$234,396
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,401,310
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,166,914
Total contributions received or receivable from employer(s)2010-12-31$105,052
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$1,778
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$105,053
Amount contributed by the employer to the plan for this plan year2010-12-31$105,053
2009 : EMPLOYEE BENEFIT PLAN OF ABBOTT HOUSE, INC. 2009 401k financial data
Minimum employer required contribution for this plan year2009-12-31$88,875
Amount contributed by the employer to the plan for this plan year2009-12-31$88,875

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF ABBOTT HOUSE, INC.

2021: EMPLOYEE BENEFIT PLAN OF ABBOTT HOUSE, INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2012: EMPLOYEE BENEFIT PLAN OF ABBOTT HOUSE, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: EMPLOYEE BENEFIT PLAN OF ABBOTT HOUSE, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: EMPLOYEE BENEFIT PLAN OF ABBOTT HOUSE, INC. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: EMPLOYEE BENEFIT PLAN OF ABBOTT HOUSE, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052413J
Policy instance 1
Insurance contract or identification number052413J
Number of Individuals Covered114
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $444
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees444
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052413-J
Policy instance 1
Insurance contract or identification number052413-J
Number of Individuals Covered86
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of fees paid to insurance companyUSD $325
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees116
Additional information about fees paid to insurance brokerCOMPENSATION PORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameJOSEPH LENARTZ
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052413-J
Policy instance 1
Insurance contract or identification number052413-J
Number of Individuals Covered84
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of fees paid to insurance companyUSD $358
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052413-J
Policy instance 1
Insurance contract or identification number052413-J
Number of Individuals Covered90
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of fees paid to insurance companyUSD $249
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees73
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameADAM K JOHNSON

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