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HABITAT FOR HUMANITY OF LEE AND HENDRY COUNTIES, INC 401K PLAN 401k Plan overview

Plan NameHABITAT FOR HUMANITY OF LEE AND HENDRY COUNTIES, INC 401K PLAN
Plan identification number 001

HABITAT FOR HUMANITY OF LEE AND HENDRY COUNTIES, INC 401K 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

HABITAT FOR HUMANITY OF LEE AND HENDRY COUNTIES, has sponsored the creation of one or more 401k plans.

Company Name:HABITAT FOR HUMANITY OF LEE AND HENDRY COUNTIES,
Employer identification number (EIN):592236174
NAIC Classification:236110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HABITAT FOR HUMANITY OF LEE AND HENDRY COUNTIES, INC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOHN O'DONNELL2024-09-05
0012022-01-01JOHN O'DONNELL2023-10-03
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01RICHARD SHERA2013-06-28 RICHARD SHERA2013-06-28
0012011-01-01KATHERINE GREEN2012-05-16 KATHERINE GREEN2012-05-16

Financial Data on HABITAT FOR HUMANITY OF LEE AND HENDRY COUNTIES, INC 401K PLAN

Measure Date Value
2025 : HABITAT FOR HUMANITY OF LEE AND HENDRY COUNTIES, INC 401K PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-230
Total liabilities as of the end of the plan year2025-09-230
Total liabilities as of the beginning of the plan year2025-09-230
Total expenses incurred by plan in this plan year2025-09-23383920
Net assets as of the end of the plan year2025-09-233227826
Total assets as of the beginning of the plan year2025-09-232637092
Value of plan covered by a fidelity bond2025-09-231000000
Participant contributions to plan in this plan year2025-09-23258525
Value of participant loans at end of plan year2025-09-2351004
Other expenses paid from plan in this plan year2025-09-230
Other contributions to plan in this plan year2025-09-23180351
Other income to plan in this plan year2025-09-23354264
Plan net income in this plan year2025-09-23590734
Net assets as of the end of the plan year2025-09-233227826
Net assets as of the beginning of the plan year2025-09-232637092
Employer contributions to plan in this plan year2025-09-23181514
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-2315183
2024 : HABITAT FOR HUMANITY OF LEE AND HENDRY COUNTIES, INC 401K PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-050
Total liabilities as of the end of the plan year2024-09-050
Total liabilities as of the beginning of the plan year2024-09-050
Total expenses incurred by plan in this plan year2024-09-05149389
Net assets as of the end of the plan year2024-09-052637092
Total assets as of the beginning of the plan year2024-09-052029317
Value of plan covered by a fidelity bond2024-09-05600000
Participant contributions to plan in this plan year2024-09-05232652
Value of participant loans at end of plan year2024-09-0538324
Other expenses paid from plan in this plan year2024-09-050
Other contributions to plan in this plan year2024-09-0521360
Other income to plan in this plan year2024-09-05335280
Plan net income in this plan year2024-09-05607775
Net assets as of the end of the plan year2024-09-052637092
Net assets as of the beginning of the plan year2024-09-052029317
Employer contributions to plan in this plan year2024-09-05167872
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-059785
2022 : HABITAT FOR HUMANITY OF LEE AND HENDRY COUNTIES, INC 401K PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-04-07402078
Net assets as of the end of the plan year2022-04-072482690
Total assets as of the beginning of the plan year2022-04-072357399
Value of plan covered by a fidelity bond2022-04-071000000
Participant contributions to plan in this plan year2022-04-07170846
Value of participant loans at end of plan year2022-04-0734481
Other expenses paid from plan in this plan year2022-04-0712596
Other contributions to plan in this plan year2022-04-072473
Other income to plan in this plan year2022-04-07259591
Plan net income in this plan year2022-04-07125291
Net assets as of the end of the plan year2022-04-072482690
Net assets as of the beginning of the plan year2022-04-072357399
Employer contributions to plan in this plan year2022-04-0794459
Fees paid to broker by Benefit Provider2022-04-0711943
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-070

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