HEART OF THE CUSTOMER has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HEART OF THE CUSTOMER 401(K) P/S PLAN
| Measure | Date | Value |
|---|
| 2025: HEART OF THE CUSTOMER 401(K) P/S PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-09-10 | 13 |
| Total number of particpants at end of year | 2025-09-10 | 14 |
| Number of Participants With Account Balances | 2025-09-10 | 14 |
| 2024: HEART OF THE CUSTOMER 401(K) P/S PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-05-30 | 18 |
| Total number of particpants at end of year | 2024-05-30 | 13 |
| Number of Participants With Account Balances | 2024-05-30 | 13 |
| 2022: HEART OF THE CUSTOMER 401(K) P/S PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-05-27 | 8 |
| Total number of particpants at end of year | 2022-05-27 | 11 |
| Number of Participants With Account Balances | 2022-05-27 | 11 |
| Measure | Date | Value |
|---|
| 2025 : HEART OF THE CUSTOMER 401(K) P/S PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-09-10 | 89314 |
| Net assets as of the end of the plan year | 2025-09-10 | 1040380 |
| Total assets as of the beginning of the plan year | 2025-09-10 | 762304 |
| Value of plan covered by a fidelity bond | 2025-09-10 | 77000 |
| Participant contributions to plan in this plan year | 2025-09-10 | 155265 |
| Other income to plan in this plan year | 2025-09-10 | 168268 |
| Plan net income in this plan year | 2025-09-10 | 278076 |
| Net assets as of the end of the plan year | 2025-09-10 | 1040380 |
| Net assets as of the beginning of the plan year | 2025-09-10 | 762304 |
| Employer contributions to plan in this plan year | 2025-09-10 | 43857 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-10 | 4482 |
| 2024 : HEART OF THE CUSTOMER 401(K) P/S PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-05-30 | 285043 |
| Net assets as of the end of the plan year | 2024-05-30 | 762304 |
| Total assets as of the beginning of the plan year | 2024-05-30 | 672277 |
| Value of plan covered by a fidelity bond | 2024-05-30 | 68000 |
| Participant contributions to plan in this plan year | 2024-05-30 | 183713 |
| Other income to plan in this plan year | 2024-05-30 | 135660 |
| Plan net income in this plan year | 2024-05-30 | 90027 |
| Net assets as of the end of the plan year | 2024-05-30 | 762304 |
| Net assets as of the beginning of the plan year | 2024-05-30 | 672277 |
| Employer contributions to plan in this plan year | 2024-05-30 | 55697 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-30 | 3475 |
| 2022 : HEART OF THE CUSTOMER 401(K) P/S PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-05-27 | 2229 |
| Net assets as of the end of the plan year | 2022-05-27 | 603318 |
| Total assets as of the beginning of the plan year | 2022-05-27 | 376754 |
| Value of plan covered by a fidelity bond | 2022-05-27 | 38000 |
| Participant contributions to plan in this plan year | 2022-05-27 | 89158 |
| Other contributions to plan in this plan year | 2022-05-27 | 33416 |
| Other income to plan in this plan year | 2022-05-27 | 83270 |
| Plan net income in this plan year | 2022-05-27 | 226564 |
| Net assets as of the end of the plan year | 2022-05-27 | 603318 |
| Net assets as of the beginning of the plan year | 2022-05-27 | 376754 |
| Employer contributions to plan in this plan year | 2022-05-27 | 22949 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-05-27 | 2229 |
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