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THE HISTORY PROJECT 401(K) PLAN 401k Plan overview

Plan NameTHE HISTORY PROJECT 401(K) PLAN
Plan identification number 001

THE HISTORY PROJECT 401(K) PLAN 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.
  • 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

THE HISTORY PROJECT INC. has sponsored the creation of one or more 401k plans.

Company Name:THE HISTORY PROJECT INC.
Employer identification number (EIN):471764708
NAIC Classification:519100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HISTORY PROJECT 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01QIAN LIU2024-05-03
0012022-01-01CHRISTINE RIMER2023-08-11
0012021-01-01CHRISTINE RIMER2022-05-06
0012020-01-01CAROL HO2021-04-26
0012019-01-01CAROL HO2020-06-05
0012018-01-01CAROL HO2019-07-24
0012018-01-01CAROL HO2020-05-18
0012017-11-16CAROL HO2018-07-27

Financial Data on THE HISTORY PROJECT 401(K) PLAN

Measure Date Value
2025 : THE HISTORY PROJECT 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-110
Total liabilities as of the end of the plan year2025-04-110
Total liabilities as of the beginning of the plan year2025-04-110
Total expenses incurred by plan in this plan year2025-04-11836
Net assets as of the end of the plan year2025-04-11370156
Total assets as of the beginning of the plan year2025-04-11310917
Value of plan covered by a fidelity bond2025-04-11917471694
Participant contributions to plan in this plan year2025-04-118684
Other expenses paid from plan in this plan year2025-04-110
Other contributions to plan in this plan year2025-04-110
Other income to plan in this plan year2025-04-1151391
Plan net income in this plan year2025-04-1159239
Net assets as of the end of the plan year2025-04-11370156
Net assets as of the beginning of the plan year2025-04-11310917
Value of contributions failed to transmitted timely2025-04-110
Employer contributions to plan in this plan year2025-04-110
Fees paid to broker by Benefit Provider2025-04-110
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-11836
2024 : THE HISTORY PROJECT 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-030
Total liabilities as of the end of the plan year2024-05-030
Total liabilities as of the beginning of the plan year2024-05-030
Total expenses incurred by plan in this plan year2024-05-03116239
Net assets as of the end of the plan year2024-05-03310917
Total assets as of the beginning of the plan year2024-05-03357321
Value of plan covered by a fidelity bond2024-05-03705050000
Participant contributions to plan in this plan year2024-05-0312680
Other expenses paid from plan in this plan year2024-05-030
Other contributions to plan in this plan year2024-05-030
Other income to plan in this plan year2024-05-0357155
Plan net income in this plan year2024-05-03-46404
Net assets as of the end of the plan year2024-05-03310917
Net assets as of the beginning of the plan year2024-05-03357321
Value of contributions failed to transmitted timely2024-05-030
Employer contributions to plan in this plan year2024-05-030
Fees paid to broker by Benefit Provider2024-05-030
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-03825
2022 : THE HISTORY PROJECT 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-060
Total liabilities as of the end of the plan year2022-05-060
Total liabilities as of the beginning of the plan year2022-05-060
Total expenses incurred by plan in this plan year2022-05-06851
Net assets as of the end of the plan year2022-05-06349154
Total assets as of the beginning of the plan year2022-05-06254406
Value of plan covered by a fidelity bond2022-05-06336000000
Participant contributions to plan in this plan year2022-05-0647149
Other expenses paid from plan in this plan year2022-05-060
Other contributions to plan in this plan year2022-05-060
Other income to plan in this plan year2022-05-0648450
Plan net income in this plan year2022-05-0694748
Net assets as of the end of the plan year2022-05-06349154
Net assets as of the beginning of the plan year2022-05-06254406
Value of contributions failed to transmitted timely2022-05-060
Employer contributions to plan in this plan year2022-05-060
Fees paid to broker by Benefit Provider2022-05-060
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-06492

Potentially related plans

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