HEARTLY HOUSE INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 year | 2025-11-04 | 0 |
| Total liabilities as of the end of the plan year | 2025-11-04 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-11-04 | 0 |
| Total expenses incurred by plan in this plan year | 2025-11-04 | 27459 |
| Net assets as of the end of the plan year | 2025-11-04 | 1099297 |
| Total assets as of the beginning of the plan year | 2025-11-04 | 886146 |
| Value of plan covered by a fidelity bond | 2025-11-04 | 70000 |
| Participant contributions to plan in this plan year | 2025-11-04 | 91982 |
| Other expenses paid from plan in this plan year | 2025-11-04 | 0 |
| Other contributions to plan in this plan year | 2025-11-04 | 37980 |
| Other income to plan in this plan year | 2025-11-04 | 110648 |
| Plan net income in this plan year | 2025-11-04 | 213151 |
| Net assets as of the end of the plan year | 2025-11-04 | 1099297 |
| Net assets as of the beginning of the plan year | 2025-11-04 | 886146 |
| Employer contributions to plan in this plan year | 2025-11-04 | 0 |
| Fees paid to broker by Benefit Provider | 2025-11-04 | 159 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-11-04 | 240 |
| Total transfers to/from plan in this plan year | 2025-01-08 | 0 |
| Total liabilities as of the end of the plan year | 2025-01-08 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-01-08 | 0 |
| Total expenses incurred by plan in this plan year | 2025-01-08 | 19659 |
| Net assets as of the end of the plan year | 2025-01-08 | 886146 |
| Total assets as of the beginning of the plan year | 2025-01-08 | 726994 |
| Value of plan covered by a fidelity bond | 2025-01-08 | 70000 |
| Participant contributions to plan in this plan year | 2025-01-08 | 64960 |
| Other expenses paid from plan in this plan year | 2025-01-08 | 0 |
| Other contributions to plan in this plan year | 2025-01-08 | 3744 |
| Other income to plan in this plan year | 2025-01-08 | 110107 |
| Plan net income in this plan year | 2025-01-08 | 159152 |
| Net assets as of the end of the plan year | 2025-01-08 | 886146 |
| Net assets as of the beginning of the plan year | 2025-01-08 | 726994 |
| Employer contributions to plan in this plan year | 2025-01-08 | 0 |
| Fees paid to broker by Benefit Provider | 2025-01-08 | 160 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-01-08 | 171 |
| 2023 : EMPLOYEE BENEFIT PLAN OF HEARTLY HOUSE, INC. 2023 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2023-10-31 | 0 |
| Total liabilities as of the end of the plan year | 2023-10-31 | 0 |
| Total liabilities as of the beginning of the plan year | 2023-10-31 | 0 |
| Total expenses incurred by plan in this plan year | 2023-10-31 | 77480 |
| Net assets as of the end of the plan year | 2023-10-31 | 600323 |
| Total assets as of the beginning of the plan year | 2023-10-31 | 700859 |
| Value of plan covered by a fidelity bond | 2023-10-31 | 70000 |
| Participant contributions to plan in this plan year | 2023-10-31 | 34460 |
| Value of participant loans at end of plan year | 2023-10-31 | 17668 |
| Other expenses paid from plan in this plan year | 2023-10-31 | 0 |
| Other contributions to plan in this plan year | 2023-10-31 | 0 |
| Other income to plan in this plan year | 2023-10-31 | -57516 |
| Plan net income in this plan year | 2023-10-31 | -100536 |
| Net assets as of the end of the plan year | 2023-10-31 | 600323 |
| Net assets as of the beginning of the plan year | 2023-10-31 | 700859 |
| Employer contributions to plan in this plan year | 2023-10-31 | 0 |
| Fees paid to broker by Benefit Provider | 2023-10-31 | 212 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2023-10-31 | 63 |