401k Plan data: 403(B) THRIFT PLAN OF HELPMATE, INC. plan

403(B) THRIFT PLAN OF HELPMATE, INC. 401k Plan overview

Plan Name	403(B) THRIFT PLAN OF HELPMATE, INC.
Plan identification number	002

403(B) THRIFT PLAN OF HELPMATE, INC. Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
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

HELPMATE, INC. has sponsored the creation of one or more 401k plans.

Company Name: HELPMATE, INC.

Employer identification number (EIN): 561276293

NAIC Classification: 624200

Additional information about HELPMATE, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2010-02-03

Company Identification Number: P10000010283

Legal Registered Office Address: 10222 ALTA VISTA AVE

TAMPA

33647

More information about HELPMATE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF HELPMATE, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-07-01 CATHERINE SHORE 2025-01-16
002 2022-07-01 CATHERINE SHORE 2024-01-30
002 2021-07-01 CATHERINE SHORE 2023-03-23
002 2020-07-01 CATHERINE SHORE 2022-01-31
002 2019-07-01 CATHERINE SHORE 2021-01-29
002 2018-07-01 CATHERINE SHORE 2020-01-27
002 2017-07-01 CATHERINE SHORE 2019-01-08
002 2016-07-01 CATHERINE SHORE 2018-01-31 CATHERINE SHORE 2018-01-31
002 2015-07-01 CATHERINE SHORE 2017-02-21 CATHERINE SHORE 2017-02-21
002 2014-07-01 CATHERINE SHORE 2016-01-28 CATHERINE SHORE 2016-01-28
002 2013-07-01 ALEKSANDRA MACDOUGALL 2015-01-08 ALEKSANDRA MACDOUGALL 2015-01-08
002 2012-07-01 KATHERINE EARLY 2013-12-09 KATHERINE EARLY 2013-12-09
002 2011-07-01 KATHERINE EARLY 2013-01-31 KATHERINE EARLY 2013-01-31
002 2010-07-01 KATHERINE EARLY 2012-01-09 VALERIE COLLINS 2012-01-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-07-01	CATHERINE SHORE	2025-01-16
002	2022-07-01	CATHERINE SHORE	2024-01-30
002	2021-07-01	CATHERINE SHORE	2023-03-23
002	2020-07-01	CATHERINE SHORE	2022-01-31
002	2019-07-01	CATHERINE SHORE	2021-01-29
002	2018-07-01	CATHERINE SHORE	2020-01-27
002	2017-07-01	CATHERINE SHORE	2019-01-08
002	2016-07-01	CATHERINE SHORE	2018-01-31	CATHERINE SHORE	2018-01-31
002	2015-07-01	CATHERINE SHORE	2017-02-21	CATHERINE SHORE	2017-02-21
002	2014-07-01	CATHERINE SHORE	2016-01-28	CATHERINE SHORE	2016-01-28
002	2013-07-01	ALEKSANDRA MACDOUGALL	2015-01-08	ALEKSANDRA MACDOUGALL	2015-01-08
002	2012-07-01	KATHERINE EARLY	2013-12-09	KATHERINE EARLY	2013-12-09
002	2011-07-01	KATHERINE EARLY	2013-01-31	KATHERINE EARLY	2013-01-31
002	2010-07-01	KATHERINE EARLY	2012-01-09	VALERIE COLLINS	2012-01-09

Plan Statistics for 403(B) THRIFT PLAN OF HELPMATE, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF HELPMATE, INC.

Measure Date Value
2025: 403(B) THRIFT PLAN OF HELPMATE, INC. 2025 401k membership
Total number of particpants at beginning of year 2025-01-16 36
Total number of particpants at end of year 2025-01-16 37
Number of Participants With Account Balances 2025-01-16 31

Measure	Date	Value
2025: 403(B) THRIFT PLAN OF HELPMATE, INC. 2025 401k membership
Total number of particpants at beginning of year	2025-01-16	36
Total number of particpants at end of year	2025-01-16	37
Number of Participants With Account Balances	2025-01-16	31

Financial Data on 403(B) THRIFT PLAN OF HELPMATE, INC.

Measure	Date	Value
2025 : 403(B) THRIFT PLAN OF HELPMATE, INC. 2025 401k financial data
Total transfers to/from plan in this plan year	2025-01-16	0
Total liabilities as of the end of the plan year	2025-01-16	0
Total liabilities as of the beginning of the plan year	2025-01-16	0
Total expenses incurred by plan in this plan year	2025-01-16	54892
Net assets as of the end of the plan year	2025-01-16	914755
Total assets as of the beginning of the plan year	2025-01-16	741334
Value of plan covered by a fidelity bond	2025-01-16	50000
Participant contributions to plan in this plan year	2025-01-16	64016
Other expenses paid from plan in this plan year	2025-01-16	0
Other contributions to plan in this plan year	2025-01-16	0
Other income to plan in this plan year	2025-01-16	115442
Plan net income in this plan year	2025-01-16	173421
Net assets as of the end of the plan year	2025-01-16	914755
Net assets as of the beginning of the plan year	2025-01-16	741334
Employer contributions to plan in this plan year	2025-01-16	48855
Fees paid to broker by Benefit Provider	2025-01-16	330
Expensese paid to adminstrative service provicers from plan in this plan year	2025-01-16	163

Potentially related plans

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Company Name:	HELPMATE, INC.
Employer identification number (EIN):	561276293
NAIC Classification:	624200

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2010-02-03
Company Identification Number:	P10000010283
Legal Registered Office Address:	10222 ALTA VISTA AVE TAMPA 33647