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TAX DEFERRED ANNUITY PLAN OF CHATHAM (HFH) HABITAT FOR HUMANITY 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF CHATHAM (HFH) HABITAT FOR HUMANITY
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF CHATHAM (HFH) HABITAT FOR HUMANITY Benefits

401k Plan TypeDefined 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

CHATHAM (HFH) HABITAT FOR HUMANITY has sponsored the creation of one or more 401k plans.

Company Name:CHATHAM (HFH) HABITAT FOR HUMANITY
Employer identification number (EIN):561689599
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF CHATHAM (HFH) HABITAT FOR HUMANITY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01RODERICK PARKER2024-09-24
0012022-01-01RODERICK PARKER2023-08-30 RODERICK PARKER2023-08-30
0012022-01-01RODERICK PARKER2023-09-26
0012022-01-01RODERICK PARKER2024-01-19
0012021-01-01RODERICK PARKER2023-02-07
0012020-01-01GEORGE BERNHARDT2021-02-26
0012019-01-01GEORGE BERNHARDT2020-06-23
0012018-01-01GEORGE BERNHARDT2019-03-29
0012017-01-01GEORGE L. BERNHARDT2018-03-23
0012016-01-01GEORGE BERNHARDT2019-03-29
0012015-01-01GEORGE L. BERNHARDT2017-12-18 GEORGE L. BERNHARDT2017-12-18
0012014-01-01GEORGE L. BERNHARDT2015-07-29
0012013-01-01GEORGE L. BERNHARDT2014-07-16
0012012-01-01GEORGE L. BERNHARDT2013-07-31
0012011-01-01GEORGE BERNHARDT2012-07-05
0012010-01-01GEORGE BERNHARDT2011-08-18

Financial Data on TAX DEFERRED ANNUITY PLAN OF CHATHAM (HFH) HABITAT FOR HUMANITY

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF CHATHAM (HFH) HABITAT FOR HUMANITY 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-290
Total liabilities as of the end of the plan year2025-07-290
Total liabilities as of the beginning of the plan year2025-07-290
Total expenses incurred by plan in this plan year2025-07-295713
Net assets as of the end of the plan year2025-07-29110969
Total assets as of the beginning of the plan year2025-07-29106421
Value of plan covered by a fidelity bond2025-07-291000000
Participant contributions to plan in this plan year2025-07-290
Value of participant loans at end of plan year2025-07-2911501
Other expenses paid from plan in this plan year2025-07-290
Other contributions to plan in this plan year2025-07-290
Other income to plan in this plan year2025-07-2910261
Plan net income in this plan year2025-07-294548
Net assets as of the end of the plan year2025-07-29110969
Net assets as of the beginning of the plan year2025-07-29106421
Employer contributions to plan in this plan year2025-07-290
Fees paid to broker by Benefit Provider2025-07-2916
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2984
2024 : TAX DEFERRED ANNUITY PLAN OF CHATHAM (HFH) HABITAT FOR HUMANITY 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-240
Total liabilities as of the end of the plan year2024-09-240
Total liabilities as of the beginning of the plan year2024-09-240
Total expenses incurred by plan in this plan year2024-09-2476724
Net assets as of the end of the plan year2024-09-24106421
Total assets as of the beginning of the plan year2024-09-24156185
Value of plan covered by a fidelity bond2024-09-241000000
Participant contributions to plan in this plan year2024-09-2416422
Other expenses paid from plan in this plan year2024-09-240
Other contributions to plan in this plan year2024-09-240
Other income to plan in this plan year2024-09-2410538
Plan net income in this plan year2024-09-24-49764
Net assets as of the end of the plan year2024-09-24106421
Net assets as of the beginning of the plan year2024-09-24156185
Employer contributions to plan in this plan year2024-09-240
Fees paid to broker by Benefit Provider2024-09-2477
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-2424

Potentially related plans

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