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TAX DEFERRED ANNUITY PLAN OF ELDERLY HOUSING MANAGEMENT CORPORATION 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF ELDERLY HOUSING MANAGEMENT CORPORATION
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF ELDERLY HOUSING MANAGEMENT CORPORATION 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

ELDERLY HOUSING MANAGEMENT CORPORAT ION has sponsored the creation of one or more 401k plans.

Company Name:ELDERLY HOUSING MANAGEMENT CORPORAT ION
Employer identification number (EIN):593758096
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF ELDERLY HOUSING MANAGEMENT CORPORATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SHERYL ROUSSIN2024-07-08
0012022-01-01SHERYL ROUSSIN2023-10-16
0012021-01-01SHERYL ROUSSIN2022-09-23
0012021-01-01SHERYL ROUSSIN2022-09-23
0012020-01-01SHERYL ROUSSIN2021-06-30
0012020-01-01SHERYL ROUSSIN2021-06-24
0012019-01-01SHERYL ROUSSIN2020-07-15
0012018-01-01SHERYL ROUSSIN2019-10-10
0012017-01-01MELISSA T. GILREATH2018-07-25
0012016-01-01MELISSA T. GILREATH2017-07-21
0012015-01-01MELISSA T. GILREATH2016-07-29
0012014-01-01MELISSA T. GILREATH2015-07-30
0012013-01-01MELISSA GILREATH2014-06-30
0012012-01-01MELISSA T. GILREATH2013-10-15 MELISSA T. GILREATH2013-10-15
0012011-01-01MELISSA GILREATH2012-05-29
0012010-01-01MELISSA GILREATH2011-09-23

Financial Data on TAX DEFERRED ANNUITY PLAN OF ELDERLY HOUSING MANAGEMENT CORPORATION

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF ELDERLY HOUSING MANAGEMENT CORPORATION 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-170
Total liabilities as of the end of the plan year2025-07-170
Total liabilities as of the beginning of the plan year2025-07-170
Total expenses incurred by plan in this plan year2025-07-17148861
Net assets as of the end of the plan year2025-07-171277696
Total assets as of the beginning of the plan year2025-07-171076698
Value of plan covered by a fidelity bond2025-07-17500000
Participant contributions to plan in this plan year2025-07-1771064
Value of participant loans at end of plan year2025-07-1718488
Other expenses paid from plan in this plan year2025-07-170
Other contributions to plan in this plan year2025-07-170
Other income to plan in this plan year2025-07-17210137
Plan net income in this plan year2025-07-17200998
Net assets as of the end of the plan year2025-07-171277696
Net assets as of the beginning of the plan year2025-07-171076698
Employer contributions to plan in this plan year2025-07-1768658
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-17256
2024 : TAX DEFERRED ANNUITY PLAN OF ELDERLY HOUSING MANAGEMENT CORPORATION 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-080
Total liabilities as of the end of the plan year2024-07-080
Total liabilities as of the beginning of the plan year2024-07-080
Total expenses incurred by plan in this plan year2024-07-08116422
Net assets as of the end of the plan year2024-07-081076698
Total assets as of the beginning of the plan year2024-07-08894179
Value of plan covered by a fidelity bond2024-07-08500000
Participant contributions to plan in this plan year2024-07-0871752
Value of participant loans at end of plan year2024-07-0821456
Other expenses paid from plan in this plan year2024-07-08149
Other contributions to plan in this plan year2024-07-080
Other income to plan in this plan year2024-07-08157499
Plan net income in this plan year2024-07-08182519
Net assets as of the end of the plan year2024-07-081076698
Net assets as of the beginning of the plan year2024-07-08894179
Employer contributions to plan in this plan year2024-07-0869690
Fees paid to broker by Benefit Provider2024-07-08285
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-080
2022 : TAX DEFERRED ANNUITY PLAN OF ELDERLY HOUSING MANAGEMENT CORPORATION 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-230
Total liabilities as of the end of the plan year2022-09-230
Total liabilities as of the beginning of the plan year2022-09-230
Total expenses incurred by plan in this plan year2022-09-2344656
Net assets as of the end of the plan year2022-09-23985600
Total assets as of the beginning of the plan year2022-09-23736065
Value of plan covered by a fidelity bond2022-09-23500000
Participant contributions to plan in this plan year2022-09-2366563
Value of participant loans at end of plan year2022-09-2315777
Other expenses paid from plan in this plan year2022-09-23214
Other contributions to plan in this plan year2022-09-2333402
Other income to plan in this plan year2022-09-23128058
Plan net income in this plan year2022-09-23249535
Net assets as of the end of the plan year2022-09-23985600
Net assets as of the beginning of the plan year2022-09-23736065
Employer contributions to plan in this plan year2022-09-2366168
Fees paid to broker by Benefit Provider2022-09-23253

Potentially related plans

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