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| Plan Name | THE HEIGHTS SCHOOL 403(B) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | THE HEIGHTS INC. |
| Employer identification number (EIN): | 521128002 |
| NAIC Classification: | 611000 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-07-01 | JERRY HADLEY | 2023-10-10 | ||
| 001 | 2021-07-01 | JERRY HADLEY | 2022-10-12 | ||
| 001 | 2020-07-01 | JERRY HADLEY | 2022-01-18 | ||
| 001 | 2019-07-01 | JERRY HADLEY | 2020-12-10 | ||
| 001 | 2018-07-01 | JERRY HADLEY | 2020-04-15 | ||
| 001 | 2017-07-01 | JERRY HADLEY | 2019-04-11 | ||
| 001 | 2016-07-01 | JERRY HADLEY | 2018-01-19 | ||
| 001 | 2015-07-01 | JERRY HADLEY | 2017-02-03 | ||
| 001 | 2014-07-01 | JERRY HADLEY | 2016-01-29 | ||
| 001 | 2013-07-01 | JERRY HADLEY | 2015-01-29 | JERRY HADLEY | 2015-01-29 |
| 001 | 2012-07-01 | JERRY HADLEY | 2014-01-28 | ||
| 001 | 2011-07-01 | JERRY HADLEY | 2013-01-17 | ||
| 001 | 2010-07-01 | JERRY HADLEY | 2012-01-27 |
| Measure | Date | Value |
|---|---|---|
| 2025: THE HEIGHTS SCHOOL 403(B) PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-03-05 | 110 |
| Total number of particpants at end of year | 2025-03-05 | 106 |
| Number of Participants With Account Balances | 2025-03-05 | 97 |
| Measure | Date | Value |
|---|---|---|
| 2025 : THE HEIGHTS SCHOOL 403(B) PLAN 2025 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2025-03-05 | 0 |
| Total expenses incurred by plan in this plan year | 2025-03-05 | 212055 |
| Net assets as of the end of the plan year | 2025-03-05 | 15407421 |
| Total assets as of the beginning of the plan year | 2025-03-05 | 12790635 |
| Value of plan covered by a fidelity bond | 2025-03-05 | 500000 |
| Participant contributions to plan in this plan year | 2025-03-05 | 311354 |
| Value of participant loans at end of plan year | 2025-03-05 | 444791 |
| Other contributions to plan in this plan year | 2025-03-05 | 157616 |
| Other income to plan in this plan year | 2025-03-05 | 1989183 |
| Plan net income in this plan year | 2025-03-05 | 2616786 |
| Net assets as of the end of the plan year | 2025-03-05 | 15407421 |
| Net assets as of the beginning of the plan year | 2025-03-05 | 12790635 |
| Employer contributions to plan in this plan year | 2025-03-05 | 370688 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-03-05 | 33519 |
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