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HUMANE SOCIETY OF CHARLOTTE 401(K) PLAN 401k Plan overview

Plan NameHUMANE SOCIETY OF CHARLOTTE 401(K) PLAN
Plan identification number 001

HUMANE SOCIETY OF CHARLOTTE 401(K) PLAN 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.
  • 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

HUMANE SOCIETY OF CHARLOTTE has sponsored the creation of one or more 401k plans.

Company Name:HUMANE SOCIETY OF CHARLOTTE
Employer identification number (EIN):581342479
NAIC Classification:812990
NAIC Description:All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HUMANE SOCIETY OF CHARLOTTE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TARA EVANS, FOR TAG RESOURCES2024-05-08
0012022-01-01TARA EVANS, FOR TAG RESOURCES2023-08-18
0012022-01-01TARA EVANS, FOR TAG RESOURCES2024-05-08
0012021-01-01AIKO OKAMOTO2022-05-09
0012020-01-01SHELLY MOORE2021-07-12
0012019-01-01AIKO OKAMOTO2020-06-02
0012018-01-01SHELLY MOORE2019-06-25
0012017-01-01AIKO OKAMOTO2018-07-02
0012016-01-01AIKO OKAMOTO2017-06-28
0012015-01-01AIKO OKAMOTO2016-07-19
0012014-01-01AIKO OKAMOTO2015-07-15
0012013-01-01AIKO OKAMOTO2014-06-17
0012012-01-01AIKO OKAMOTO2013-07-15

Financial Data on HUMANE SOCIETY OF CHARLOTTE 401(K) PLAN

Measure Date Value
2025 : HUMANE SOCIETY OF CHARLOTTE 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-03-1433442
Net assets as of the end of the plan year2025-03-141429752
Total assets as of the beginning of the plan year2025-03-141077705
Value of plan covered by a fidelity bond2025-03-14500000
Participant contributions to plan in this plan year2025-03-14168496
Value of participant loans at end of plan year2025-03-140
Other contributions to plan in this plan year2025-03-1472856
Other income to plan in this plan year2025-03-14144137
Plan net income in this plan year2025-03-14352047
Net assets as of the end of the plan year2025-03-141429752
Net assets as of the beginning of the plan year2025-03-141077705
Fees paid to broker by Benefit Provider2025-03-144727
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-1413378
Total expenses incurred by plan in this plan year2025-03-12162357
Net assets as of the end of the plan year2025-03-121077705
Total assets as of the beginning of the plan year2025-03-12881658
Value of plan covered by a fidelity bond2025-03-12500000
Participant contributions to plan in this plan year2025-03-12134125
Value of participant loans at end of plan year2025-03-122332
Other income to plan in this plan year2025-03-12151423
Plan net income in this plan year2025-03-12196047
Net assets as of the end of the plan year2025-03-121077705
Net assets as of the beginning of the plan year2025-03-12881658
Employer contributions to plan in this plan year2025-03-1272856
Fees paid to broker by Benefit Provider2025-03-123345
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-1210983

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