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JOHN H. HARLAND COMPANY OF PUERTO RICO SECTION 1165(E) PLAN AND TRUST 401k Plan overview

Plan NameJOHN H. HARLAND COMPANY OF PUERTO RICO SECTION 1165(E) PLAN AND TRUST
Plan identification number 002

JOHN H. HARLAND COMPANY OF PUERTO RICO SECTION 1165(E) PLAN AND TRUST 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Puerto Rico Code.

401k Sponsoring company profile

JOHN H. HARLAND COMPANY OF PUERTO RICO has sponsored the creation of one or more 401k plans.

Company Name:JOHN H. HARLAND COMPANY OF PUERTO RICO
Employer identification number (EIN):581143611
NAIC Classification:511190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN H. HARLAND COMPANY OF PUERTO RICO SECTION 1165(E) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01ARLENE GAITAN2024-10-11 DENISE LALOGE2024-10-11
0022022-01-01ARLENE GAITAN2023-10-12 DENISE LALOGE2023-10-11
0022021-01-01ARLENE GAITAN2022-10-12 DENISE LALOGE2022-10-12
0022020-01-01ARLENE GAITAN2021-10-14 DENISE LALOGE2021-10-14
0022019-01-01ARLENE GAITAN2020-10-12 DENISE LALOGE2020-10-09
0022018-01-01ARLENE GAITAN2019-09-23 DENISE LALOGE2019-09-06
0022017-01-01ARLENE GAITAN2018-10-15 DENISE LALOGE2018-10-15
0022016-01-01ARLENE GAITAN2017-10-04 DENISE LALOGE2017-10-03
0022015-01-01ARLENE GAITAN2016-10-14 DENISE LALOGE2016-10-13
0022014-01-01ARLENE GAITAN2015-10-01 DENISE LALOGE2015-10-01
0022013-01-01PATTY FLANDERS2014-10-10 DENISE LALOGE2014-10-10
0022012-01-01PATTY FLANDERS2013-10-02 DENISE LALOGE2013-10-03
0022011-01-01PATTY FLANDERS2012-10-01 DENISE LALOGE2012-10-01
0022010-01-01PATTY FLANDERS2011-07-15 DENISE LALOGE2011-07-15

Plan Statistics for JOHN H. HARLAND COMPANY OF PUERTO RICO SECTION 1165(E) PLAN AND TRUST

401k plan membership statisitcs for JOHN H. HARLAND COMPANY OF PUERTO RICO SECTION 1165(E) PLAN AND TRUST

Measure Date Value
2025: JOHN H. HARLAND COMPANY OF PUERTO RICO SECTION 1165(E) PLAN AND TRUST 2025 401k membership
Total number of particpants at beginning of year2025-10-0935
Total number of particpants at end of year2025-10-0936
Number of Participants With Account Balances2025-10-0928
2024: JOHN H. HARLAND COMPANY OF PUERTO RICO SECTION 1165(E) PLAN AND TRUST 2024 401k membership
Total number of particpants at beginning of year2024-10-1133
Total number of particpants at end of year2024-10-1135
Number of Participants With Account Balances2024-10-1128
2022: JOHN H. HARLAND COMPANY OF PUERTO RICO SECTION 1165(E) PLAN AND TRUST 2022 401k membership
Total number of particpants at beginning of year2022-10-1242
Total number of particpants at end of year2022-10-1236
Number of Participants With Account Balances2022-10-1231

Financial Data on JOHN H. HARLAND COMPANY OF PUERTO RICO SECTION 1165(E) PLAN AND TRUST

Measure Date Value
2025 : JOHN H. HARLAND COMPANY OF PUERTO RICO SECTION 1165(E) PLAN AND TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-090
Total liabilities as of the end of the plan year2025-10-090
Total liabilities as of the beginning of the plan year2025-10-090
Total expenses incurred by plan in this plan year2025-10-0939599
Net assets as of the end of the plan year2025-10-093000028
Total assets as of the beginning of the plan year2025-10-092607432
Value of plan covered by a fidelity bond2025-10-0925000000
Participant contributions to plan in this plan year2025-10-0951472
Value of participant loans at end of plan year2025-10-0921646
Other expenses paid from plan in this plan year2025-10-090
Other contributions to plan in this plan year2025-10-090
Other income to plan in this plan year2025-10-09369528
Plan net income in this plan year2025-10-09392596
Net assets as of the end of the plan year2025-10-093000028
Net assets as of the beginning of the plan year2025-10-092607432
Employer contributions to plan in this plan year2025-10-0911195
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-09252
2024 : JOHN H. HARLAND COMPANY OF PUERTO RICO SECTION 1165(E) PLAN AND TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-110
Total liabilities as of the end of the plan year2024-10-110
Total liabilities as of the beginning of the plan year2024-10-110
Total expenses incurred by plan in this plan year2024-10-1168034
Net assets as of the end of the plan year2024-10-112607432
Total assets as of the beginning of the plan year2024-10-112244823
Value of plan covered by a fidelity bond2024-10-1125000000
Participant contributions to plan in this plan year2024-10-1149756
Value of participant loans at end of plan year2024-10-1128598
Other expenses paid from plan in this plan year2024-10-110
Other contributions to plan in this plan year2024-10-110
Other income to plan in this plan year2024-10-11377868
Plan net income in this plan year2024-10-11362609
Net assets as of the end of the plan year2024-10-112607432
Net assets as of the beginning of the plan year2024-10-112244823
Employer contributions to plan in this plan year2024-10-113019
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-11185
2022 : JOHN H. HARLAND COMPANY OF PUERTO RICO SECTION 1165(E) PLAN AND TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-120
Total liabilities as of the end of the plan year2022-10-120
Total liabilities as of the beginning of the plan year2022-10-120
Total expenses incurred by plan in this plan year2022-10-12186698
Net assets as of the end of the plan year2022-10-122974059
Total assets as of the beginning of the plan year2022-10-122565614
Value of plan covered by a fidelity bond2022-10-1225000000
Participant contributions to plan in this plan year2022-10-1254265
Value of participant loans at end of plan year2022-10-122510
Other expenses paid from plan in this plan year2022-10-120
Other contributions to plan in this plan year2022-10-12117483
Other income to plan in this plan year2022-10-12393609
Plan net income in this plan year2022-10-12408445
Net assets as of the end of the plan year2022-10-122974059
Net assets as of the beginning of the plan year2022-10-122565614
Employer contributions to plan in this plan year2022-10-1229786
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-12245

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