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THE CENTER FOR HOPE, HEALTH, & HAPPINESS, INC. RETIREMENT PLAN 401k Plan overview

Plan NameTHE CENTER FOR HOPE, HEALTH, & HAPPINESS, INC. RETIREMENT PLAN
Plan identification number 001

THE CENTER FOR HOPE, HEALTH, & HAPPINESS, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

THE CENTER FOR HOPE, HEALTH, & HAPPINESS, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE CENTER FOR HOPE, HEALTH, & HAPPINESS, INC.
Employer identification number (EIN):463134130
NAIC Classification:611000

Additional information about THE CENTER FOR HOPE, HEALTH, & HAPPINESS, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2013-06-28
Company Identification Number: P13000055558
Legal Registered Office Address: 1749 PRESERVE POINT TERRACE

FLEMING ISLAND

32003

More information about THE CENTER FOR HOPE, HEALTH, & HAPPINESS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CENTER FOR HOPE, HEALTH, & HAPPINESS, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01TERI LE WESSELMAN
0012017-01-01TERI LE WESSELMAN
0012016-01-01TERI LE WESSELMAN
0012015-01-01TERI LE WESSELMAN
0012014-01-01TERI L. WESSELMAN
0012013-07-03TERI L. WESSELMAN

Plan Statistics for THE CENTER FOR HOPE, HEALTH, & HAPPINESS, INC. RETIREMENT PLAN

401k plan membership statisitcs for THE CENTER FOR HOPE, HEALTH, & HAPPINESS, INC. RETIREMENT PLAN

Measure Date Value
2019: THE CENTER FOR HOPE, HEALTH, & HAPPINESS, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE CENTER FOR HOPE, HEALTH, & HAPPINESS, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-012
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012
Number of participants with account balances2018-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE CENTER FOR HOPE, HEALTH, & HAPPINESS, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-014
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-014
Number of participants with account balances2017-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE CENTER FOR HOPE, HEALTH, & HAPPINESS, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-013
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE CENTER FOR HOPE, HEALTH, & HAPPINESS, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE CENTER FOR HOPE, HEALTH, & HAPPINESS, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE CENTER FOR HOPE, HEALTH, & HAPPINESS, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-032
Total number of active participants reported on line 7a of the Form 55002013-07-032
Number of retired or separated participants receiving benefits2013-07-030
Number of other retired or separated participants entitled to future benefits2013-07-030
Total of all active and inactive participants2013-07-032
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-030
Total participants2013-07-032
Number of participants with account balances2013-07-031
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-030

Financial Data on THE CENTER FOR HOPE, HEALTH, & HAPPINESS, INC. RETIREMENT PLAN

Measure Date Value
2019 : THE CENTER FOR HOPE, HEALTH, & HAPPINESS, INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$-251,033
Expenses. Total of all expenses incurred2019-12-31$5,768
Benefits paid (including direct rollovers)2019-12-31$5,768
Total plan assets at end of year2019-12-31$0
Total plan assets at beginning of year2019-12-31$256,801
Value of fidelity bond covering the plan2019-12-31$20,000
Other income received2019-12-31$-251,033
Net income (gross income less expenses)2019-12-31$-256,801
Net plan assets at end of year (total assets less liabilities)2019-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$256,801
Assets. Value of employer securities2019-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : THE CENTER FOR HOPE, HEALTH, & HAPPINESS, INC. RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$-137,380
Total plan assets at end of year2018-12-31$256,801
Total plan assets at beginning of year2018-12-31$394,181
Value of fidelity bond covering the plan2018-12-31$20,000
Other income received2018-12-31$-137,380
Net income (gross income less expenses)2018-12-31$-137,380
Net plan assets at end of year (total assets less liabilities)2018-12-31$256,801
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$394,181
Assets. Value of employer securities2018-12-31$251,063
2017 : THE CENTER FOR HOPE, HEALTH, & HAPPINESS, INC. RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$-22,746
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$394,181
Total plan assets at beginning of year2017-12-31$416,927
Value of fidelity bond covering the plan2017-12-31$20,000
Total contributions received or receivable from participants2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$-22,746
Net income (gross income less expenses)2017-12-31$-22,746
Net plan assets at end of year (total assets less liabilities)2017-12-31$394,181
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$416,927
Assets. Value of employer securities2017-12-31$388,526
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : THE CENTER FOR HOPE, HEALTH, & HAPPINESS, INC. RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$69,429
Expenses. Total of all expenses incurred2016-12-31$0
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$416,927
Total plan assets at beginning of year2016-12-31$347,498
Value of fidelity bond covering the plan2016-12-31$20,000
Total contributions received or receivable from participants2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$69,429
Net income (gross income less expenses)2016-12-31$69,429
Net plan assets at end of year (total assets less liabilities)2016-12-31$416,927
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$347,498
Assets. Value of employer securities2016-12-31$411,301
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : THE CENTER FOR HOPE, HEALTH, & HAPPINESS, INC. RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$287,023
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$347,498
Total plan assets at beginning of year2015-12-31$60,475
Value of fidelity bond covering the plan2015-12-31$20,000
Total contributions received or receivable from participants2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$287,023
Net income (gross income less expenses)2015-12-31$287,023
Net plan assets at end of year (total assets less liabilities)2015-12-31$347,498
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$60,475
Assets. Value of employer securities2015-12-31$341,874
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : THE CENTER FOR HOPE, HEALTH, & HAPPINESS, INC. RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$-43,553
Expenses. Total of all expenses incurred2014-12-31$27,705
Benefits paid (including direct rollovers)2014-12-31$27,690
Total plan assets at end of year2014-12-31$60,475
Total plan assets at beginning of year2014-12-31$131,733
Value of fidelity bond covering the plan2014-12-31$20,000
Total contributions received or receivable from participants2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$23,312
Other income received2014-12-31$-66,865
Net income (gross income less expenses)2014-12-31$-71,258
Net plan assets at end of year (total assets less liabilities)2014-12-31$60,475
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$131,733
Assets. Value of employer securities2014-12-31$54,852
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$15
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : THE CENTER FOR HOPE, HEALTH, & HAPPINESS, INC. RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$131,748
Expenses. Total of all expenses incurred2013-12-31$15
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$131,733
Total contributions received or receivable from participants2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$150,166
Other income received2013-12-31$-18,418
Net income (gross income less expenses)2013-12-31$131,733
Net plan assets at end of year (total assets less liabilities)2013-12-31$131,733
Assets. Value of employer securities2013-12-31$121,732
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$15

Form 5500 Responses for THE CENTER FOR HOPE, HEALTH, & HAPPINESS, INC. RETIREMENT PLAN

2019: THE CENTER FOR HOPE, HEALTH, & HAPPINESS, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE CENTER FOR HOPE, HEALTH, & HAPPINESS, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE CENTER FOR HOPE, HEALTH, & HAPPINESS, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE CENTER FOR HOPE, HEALTH, & HAPPINESS, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE CENTER FOR HOPE, HEALTH, & HAPPINESS, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE CENTER FOR HOPE, HEALTH, & HAPPINESS, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE CENTER FOR HOPE, HEALTH, & HAPPINESS, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-07-03Type of plan entitySingle employer plan
2013-07-03First time form 5500 has been submittedYes
2013-07-03This return/report is a short plan year return/report (less than 12 months)Yes
2013-07-03Plan funding arrangement – TrustYes
2013-07-03Plan benefit arrangement - TrustYes

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