Logo

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

Plan NameEMPLOYEE BENEFIT PLAN OF HEARTLY HOUSE, INC.
Plan identification number 002

EMPLOYEE BENEFIT PLAN OF HEARTLY HOUSE, INC. 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.
  • 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.
  • 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

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

Company Name:HEARTLY HOUSE INC
Employer identification number (EIN):521186250
NAIC Classification:624200

Additional information about HEARTLY HOUSE INC

Jurisdiction of Incorporation: Maryland Secretary of State
Incorporation Date:
Company Identification Number: D01089705

More information about HEARTLY HOUSE INC

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-07-01GRACE DOBSON2025-01-08
0022022-07-01REBECCA HARTMAN2023-10-31
0022021-07-01REBECCA HARTMAN2023-04-06
0022021-07-01REBECCA HARTMAN2023-10-31
0022020-07-01REBECCA HARTMAN2021-09-28
0022019-07-01REBECCA HARTMAN2020-11-12
0022018-07-01PAULA SMITH2019-10-17
0022017-07-01PAULA SMITH2018-09-25
0022016-07-01PAULA SMITH2017-12-15
0022015-07-01PAULA SMITH2016-11-16
0022014-07-01MARY ORGLER2015-11-20
0022013-07-01MARY ORGLER2014-11-20
0022012-07-01MARY ORGLER2013-10-11
0022011-07-01CINDI DAVIS2013-02-05
0022010-07-01ROBERTA GEIDNER2012-03-24

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

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF HEARTLY HOUSE, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-11-040
Total liabilities as of the end of the plan year2025-11-040
Total liabilities as of the beginning of the plan year2025-11-040
Total expenses incurred by plan in this plan year2025-11-0427459
Net assets as of the end of the plan year2025-11-041099297
Total assets as of the beginning of the plan year2025-11-04886146
Value of plan covered by a fidelity bond2025-11-0470000
Participant contributions to plan in this plan year2025-11-0491982
Other expenses paid from plan in this plan year2025-11-040
Other contributions to plan in this plan year2025-11-0437980
Other income to plan in this plan year2025-11-04110648
Plan net income in this plan year2025-11-04213151
Net assets as of the end of the plan year2025-11-041099297
Net assets as of the beginning of the plan year2025-11-04886146
Employer contributions to plan in this plan year2025-11-040
Fees paid to broker by Benefit Provider2025-11-04159
Expensese paid to adminstrative service provicers from plan in this plan year2025-11-04240
Total transfers to/from plan in this plan year2025-01-080
Total liabilities as of the end of the plan year2025-01-080
Total liabilities as of the beginning of the plan year2025-01-080
Total expenses incurred by plan in this plan year2025-01-0819659
Net assets as of the end of the plan year2025-01-08886146
Total assets as of the beginning of the plan year2025-01-08726994
Value of plan covered by a fidelity bond2025-01-0870000
Participant contributions to plan in this plan year2025-01-0864960
Other expenses paid from plan in this plan year2025-01-080
Other contributions to plan in this plan year2025-01-083744
Other income to plan in this plan year2025-01-08110107
Plan net income in this plan year2025-01-08159152
Net assets as of the end of the plan year2025-01-08886146
Net assets as of the beginning of the plan year2025-01-08726994
Employer contributions to plan in this plan year2025-01-080
Fees paid to broker by Benefit Provider2025-01-08160
Expensese paid to adminstrative service provicers from plan in this plan year2025-01-08171
2023 : EMPLOYEE BENEFIT PLAN OF HEARTLY HOUSE, INC. 2023 401k financial data
Total transfers to/from plan in this plan year2023-10-310
Total liabilities as of the end of the plan year2023-10-310
Total liabilities as of the beginning of the plan year2023-10-310
Total expenses incurred by plan in this plan year2023-10-3177480
Net assets as of the end of the plan year2023-10-31600323
Total assets as of the beginning of the plan year2023-10-31700859
Value of plan covered by a fidelity bond2023-10-3170000
Participant contributions to plan in this plan year2023-10-3134460
Value of participant loans at end of plan year2023-10-3117668
Other expenses paid from plan in this plan year2023-10-310
Other contributions to plan in this plan year2023-10-310
Other income to plan in this plan year2023-10-31-57516
Plan net income in this plan year2023-10-31-100536
Net assets as of the end of the plan year2023-10-31600323
Net assets as of the beginning of the plan year2023-10-31700859
Employer contributions to plan in this plan year2023-10-310
Fees paid to broker by Benefit Provider2023-10-31212
Expensese paid to adminstrative service provicers from plan in this plan year2023-10-3163

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1