| Plan Name | SECTION 403(B) RETIREMENT PLAN FOR EMPLOYEES OF AFFORDABLE HOUSING RESOURCES, INC. |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | AFFORDABLE HOUSING RESOURCES, INC. |
| Employer identification number (EIN): | 581857324 |
| NAIC Classification: | 236110 |
Additional information about AFFORDABLE HOUSING RESOURCES, INC.
| Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
| Incorporation Date: | 1991-04-18 |
| Company Identification Number: | N43032 |
| Legal Registered Office Address: |
322 TAMIAMI TRAIL PUNTA GORDA 33950 |
More information about AFFORDABLE HOUSING RESOURCES, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | EDDIE LATIMER | 2024-06-05 | ||
| 001 | 2022-01-01 | EDDIE LATIMER | 2023-08-02 | ||
| 001 | 2021-01-01 | TOM KELLER | 2022-06-01 | ||
| 001 | 2020-01-01 | TOM KELLER | 2021-04-01 | ||
| 001 | 2019-01-01 | TOM KELLER | 2020-10-05 | ||
| 001 | 2018-01-01 | TOM KELLER | 2020-02-06 | ||
| 001 | 2017-01-01 | TOM KELLER | 2018-06-25 | ||
| 001 | 2016-01-01 | TOM KELLER | 2017-09-21 | ||
| 001 | 2015-01-01 | TOM KELLER | 2016-08-17 | ||
| 001 | 2014-01-01 | TOM KELLER | 2015-07-27 | ||
| 001 | 2013-01-01 | TOM KELLER | 2014-08-04 | ||
| 001 | 2012-01-01 | TOM KELLER | 2013-09-23 | ||
| 001 | 2011-01-01 | TOM KELLER | 2012-07-09 | ||
| 001 | 2010-01-01 | TOM KELLER | 2011-08-11 | AFFORDABLE HOUSING RESOURCES INC | 2011-08-11 |
| Measure | Date | Value |
|---|---|---|
| 2025 : SECTION 403(B) RETIREMENT PLAN FOR EMPLOYEES OF AFFORDABLE HOUSING RESOURCES, INC. 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-06-26 | 39215 |
| Net assets as of the end of the plan year | 2025-06-26 | 996615 |
| Total assets as of the beginning of the plan year | 2025-06-26 | 878097 |
| Participant contributions to plan in this plan year | 2025-06-26 | 39000 |
| Other expenses paid from plan in this plan year | 2025-06-26 | 3793 |
| Other contributions to plan in this plan year | 2025-06-26 | 7772 |
| Other income to plan in this plan year | 2025-06-26 | 91441 |
| Plan net income in this plan year | 2025-06-26 | 118518 |
| Net assets as of the end of the plan year | 2025-06-26 | 996615 |
| Net assets as of the beginning of the plan year | 2025-06-26 | 878097 |
| Employer contributions to plan in this plan year | 2025-06-26 | 19520 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-26 | 4606 |
| 2024 : SECTION 403(B) RETIREMENT PLAN FOR EMPLOYEES OF AFFORDABLE HOUSING RESOURCES, INC. 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-06-05 | 21860 |
| Net assets as of the end of the plan year | 2024-06-05 | 878097 |
| Total assets as of the beginning of the plan year | 2024-06-05 | 743611 |
| Value of plan covered by a fidelity bond | 2024-06-05 | 275000 |
| Participant contributions to plan in this plan year | 2024-06-05 | 39874 |
| Value of participant loans at end of plan year | 2024-06-05 | 166 |
| Other expenses paid from plan in this plan year | 2024-06-05 | 17 |
| Other contributions to plan in this plan year | 2024-06-05 | 4823 |
| Other income to plan in this plan year | 2024-06-05 | 91689 |
| Plan net income in this plan year | 2024-06-05 | 134486 |
| Net assets as of the end of the plan year | 2024-06-05 | 878097 |
| Net assets as of the beginning of the plan year | 2024-06-05 | 743611 |
| Employer contributions to plan in this plan year | 2024-06-05 | 19960 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-05 | 3694 |
| 2022 : SECTION 403(B) RETIREMENT PLAN FOR EMPLOYEES OF AFFORDABLE HOUSING RESOURCES, INC. 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-06-01 | 51 |
| Net assets as of the end of the plan year | 2022-06-01 | 812704 |
| Total assets as of the beginning of the plan year | 2022-06-01 | 719224 |
| Value of plan covered by a fidelity bond | 2022-06-01 | 275000 |
| Participant contributions to plan in this plan year | 2022-06-01 | 29758 |
| Value of participant loans at end of plan year | 2022-06-01 | 6000 |
| Other income to plan in this plan year | 2022-06-01 | 47795 |
| Plan net income in this plan year | 2022-06-01 | 93480 |
| Net assets as of the end of the plan year | 2022-06-01 | 812704 |
| Net assets as of the beginning of the plan year | 2022-06-01 | 719224 |
| Employer contributions to plan in this plan year | 2022-06-01 | 15978 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-01 | 51 |