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THE HONORS COURSE, INC. RETIREMENT PLAN 401k Plan overview

Plan NameTHE HONORS COURSE, INC. RETIREMENT PLAN
Plan identification number 001

THE HONORS COURSE, INC. RETIREMENT PLAN 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE HONORS COURSE, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE HONORS COURSE, INC.
Employer identification number (EIN):621345241
NAIC Classification:713900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HONORS COURSE, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01KATHY DAVIS2021-10-06
0012019-01-01KATHY DAVIS2020-07-16
0012018-01-01TERRI L. CLINE2019-03-19
0012017-01-01TERRI L. CLINE2018-07-25
0012016-01-01TERRI L. CLINE2017-06-28
0012015-01-01TERRI L. CLINE2016-07-25
0012014-01-01TERRI L. CLINE2015-07-06 TERRI L. CLINE2015-07-06
0012013-01-01TERRI L. CLINE2014-07-30
0012012-01-01TERRI L. CLINE2013-07-29
0012011-01-01TERRI L. CLINE2012-07-11
0012010-01-01JOEL RICHARDSON JR
0012009-01-01JOEL RICHARDSON JR

Plan Statistics for THE HONORS COURSE, INC. RETIREMENT PLAN

401k plan membership statisitcs for THE HONORS COURSE, INC. RETIREMENT PLAN

Measure Date Value
2025: THE HONORS COURSE, INC. RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-1090
Total number of particpants at end of year2025-10-1089
Number of Participants With Account Balances2025-10-1085
2024: THE HONORS COURSE, INC. RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-3081
Total number of particpants at end of year2024-09-3080
Number of Participants With Account Balances2024-09-3079
2010: THE HONORS COURSE, INC. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0178
Total number of active participants reported on line 7a of the Form 55002010-01-0158
Number of retired or separated participants receiving benefits2010-01-014
Number of other retired or separated participants entitled to future benefits2010-01-0115
Total of all active and inactive participants2010-01-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0177
Number of participants with account balances2010-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: THE HONORS COURSE, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0180
Total number of active participants reported on line 7a of the Form 55002009-01-0161
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0116
Total of all active and inactive participants2009-01-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0177
Number of participants with account balances2009-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on THE HONORS COURSE, INC. RETIREMENT PLAN

Measure Date Value
2025 : THE HONORS COURSE, INC. RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-1051702
Net assets as of the end of the plan year2025-10-102586605
Total assets as of the beginning of the plan year2025-10-102147148
Value of plan covered by a fidelity bond2025-10-10400000
Participant contributions to plan in this plan year2025-10-10146772
Other income to plan in this plan year2025-10-10239295
Plan net income in this plan year2025-10-10439457
Net assets as of the end of the plan year2025-10-102586605
Net assets as of the beginning of the plan year2025-10-102147148
Employer contributions to plan in this plan year2025-10-10105092
Fees paid to broker by Benefit Provider2025-10-10209
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1013095
2024 : THE HONORS COURSE, INC. RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-30907874
Net assets as of the end of the plan year2024-09-302147148
Total assets as of the beginning of the plan year2024-09-302533326
Value of plan covered by a fidelity bond2024-09-30400000
Participant contributions to plan in this plan year2024-09-30121779
Other income to plan in this plan year2024-09-30305895
Plan net income in this plan year2024-09-30-386178
Net assets as of the end of the plan year2024-09-302147148
Net assets as of the beginning of the plan year2024-09-302533326
Employer contributions to plan in this plan year2024-09-3094022
Fees paid to broker by Benefit Provider2024-09-303528
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-30307
2010 : THE HONORS COURSE, INC. RETIREMENT PLAN 2010 401k financial data
Total income from all sources2010-12-31$567,061
Expenses. Total of all expenses incurred2010-12-31$364,060
Benefits paid (including direct rollovers)2010-12-31$345,873
Total plan assets at end of year2010-12-31$2,938,596
Total plan assets at beginning of year2010-12-31$2,735,595
Value of fidelity bond covering the plan2010-12-31$200,000
Total contributions received or receivable from participants2010-12-31$186,635
Expenses. Other expenses not covered elsewhere2010-12-31$18,187
Other income received2010-12-31$242,740
Net income (gross income less expenses)2010-12-31$203,001
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,938,596
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,735,595
Total contributions received or receivable from employer(s)2010-12-31$137,686
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : THE HONORS COURSE, INC. RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE HONORS COURSE, INC. RETIREMENT PLAN

2010: THE HONORS COURSE, INC. RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE HONORS COURSE, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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