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THE HOLMES ORGANISATION OF FLO 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameTHE HOLMES ORGANISATION OF FLO 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

THE HOLMES ORGANISATION OF FLO 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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

HOLMES ORGANISATION OF FLORIDA has sponsored the creation of one or more 401k plans.

Company Name:HOLMES ORGANISATION OF FLORIDA
Employer identification number (EIN):592969190
NAIC Classification:812990
NAIC Description:All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HOLMES ORGANISATION OF FLO 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOHN B ARROWSMITH2024-04-03
0012022-01-01JOHN B ARROWSMITH2023-03-29
0012021-01-01BRAD ARROWSMITH2022-03-30
0012021-01-01BRAD ARROWSMITH2022-06-24
0012020-01-01JOHN BRADLEY ARROWSMITH2021-03-31
0012019-01-01JOHN B ARROWSMITH2020-04-16
0012018-01-01JOHN B ARROWSMITH2019-05-23
0012017-01-01JOHN BRADLEY ARROWSMITH2018-05-11

Financial Data on THE HOLMES ORGANISATION OF FLO 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : THE HOLMES ORGANISATION OF FLO 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-010
Total liabilities as of the end of the plan year2025-04-010
Total liabilities as of the beginning of the plan year2025-04-010
Total expenses incurred by plan in this plan year2025-04-01290158
Net assets as of the end of the plan year2025-04-011695765
Total assets as of the beginning of the plan year2025-04-011632863
Participant contributions to plan in this plan year2025-04-01106093
Value of participant loans at end of plan year2025-04-0164089
Other expenses paid from plan in this plan year2025-04-010
Other contributions to plan in this plan year2025-04-010
Other income to plan in this plan year2025-04-01181418
Plan net income in this plan year2025-04-0162902
Net assets as of the end of the plan year2025-04-011695765
Net assets as of the beginning of the plan year2025-04-011632863
Employer contributions to plan in this plan year2025-04-0165549
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-0111314
2024 : THE HOLMES ORGANISATION OF FLO 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-030
Total liabilities as of the end of the plan year2024-04-030
Total liabilities as of the beginning of the plan year2024-04-030
Total expenses incurred by plan in this plan year2024-04-0319363
Net assets as of the end of the plan year2024-04-031632863
Total assets as of the beginning of the plan year2024-04-031254667
Value of plan covered by a fidelity bond2024-04-03200000
Participant contributions to plan in this plan year2024-04-03124263
Value of participant loans at end of plan year2024-04-0369595
Other expenses paid from plan in this plan year2024-04-030
Other contributions to plan in this plan year2024-04-030
Other income to plan in this plan year2024-04-03211686
Plan net income in this plan year2024-04-03378196
Net assets as of the end of the plan year2024-04-031632863
Net assets as of the beginning of the plan year2024-04-031254667
Employer contributions to plan in this plan year2024-04-0361610
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-039493

Potentially related plans

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