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TAX DEFERRED ANNUITY PLAN OF HOPE COMMUNITY SERVICES, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF HOPE COMMUNITY SERVICES, INC.
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF HOPE COMMUNITY SERVICES, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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

HOPE COMMUNITY SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:HOPE COMMUNITY SERVICES, INC.
Employer identification number (EIN):731098634
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF HOPE COMMUNITY SERVICES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01SHELLEY HAWKINS2024-07-30
0022022-01-01SHELLEY HAWKINS2023-07-25
0022021-01-01SHELLEY HAWKINS2022-07-22
0022020-01-01SHELLEY HAWKINS2021-07-29
0022019-01-01MINDY STEVENSON2020-07-23
0022018-01-01STEPHEN RICE2019-07-19
0022017-01-01STEPHEN M. RICE2018-06-13
0022016-01-01STEPHEN M RICE2017-07-07
0022015-01-01STEPHEN M RICE2016-05-25
0022014-01-01STEPHEN M RICE2015-04-10
0022013-01-01STEPHEN M. RICE2014-05-14
0022012-01-01STEPHEN M. RICE2013-09-27
0022011-01-01STEPHEN M. RICE2012-09-26
0022010-01-01STEPHEN M. RICE2011-06-22

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF HOPE COMMUNITY SERVICES, INC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF HOPE COMMUNITY SERVICES, INC.

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF HOPE COMMUNITY SERVICES, INC. 2025 401k membership
Total number of particpants at beginning of year2025-10-15171
Total number of particpants at end of year2025-10-15123
Number of Participants With Account Balances2025-10-15123
Total number of particpants at beginning of year2025-07-11233
Total number of particpants at end of year2025-07-11260
Number of Participants With Account Balances2025-07-11123
2024: TAX DEFERRED ANNUITY PLAN OF HOPE COMMUNITY SERVICES, INC. 2024 401k membership
Total number of particpants at beginning of year2024-07-30214
Total number of particpants at end of year2024-07-30171
Number of Participants With Account Balances2024-07-30150
2022: TAX DEFERRED ANNUITY PLAN OF HOPE COMMUNITY SERVICES, INC. 2022 401k membership
Total number of particpants at beginning of year2022-07-2272
Total number of particpants at end of year2022-07-22115
Number of Participants With Account Balances2022-07-22108

Financial Data on TAX DEFERRED ANNUITY PLAN OF HOPE COMMUNITY SERVICES, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF HOPE COMMUNITY SERVICES, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-150
Total liabilities as of the end of the plan year2025-10-150
Total liabilities as of the beginning of the plan year2025-10-150
Total expenses incurred by plan in this plan year2025-10-15226876
Net assets as of the end of the plan year2025-10-151969453
Total assets as of the beginning of the plan year2025-10-151131968
Value of plan covered by a fidelity bond2025-10-151000000
Participant contributions to plan in this plan year2025-10-15110598
Value of participant loans at end of plan year2025-10-1543828
Other expenses paid from plan in this plan year2025-10-150
Other contributions to plan in this plan year2025-10-15819314
Other income to plan in this plan year2025-10-15134449
Plan net income in this plan year2025-10-15837485
Net assets as of the end of the plan year2025-10-151969453
Net assets as of the beginning of the plan year2025-10-151131968
Employer contributions to plan in this plan year2025-10-150
Fees paid to broker by Benefit Provider2025-10-15264
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-15856
Total transfers to/from plan in this plan year2025-07-110
Total liabilities as of the end of the plan year2025-07-110
Total liabilities as of the beginning of the plan year2025-07-110
Total expenses incurred by plan in this plan year2025-07-11226876
Net assets as of the end of the plan year2025-07-111969453
Total assets as of the beginning of the plan year2025-07-111131968
Value of plan covered by a fidelity bond2025-07-111000000
Participant contributions to plan in this plan year2025-07-11110598
Value of participant loans at end of plan year2025-07-1143828
Other expenses paid from plan in this plan year2025-07-110
Other contributions to plan in this plan year2025-07-11819314
Other income to plan in this plan year2025-07-11134449
Plan net income in this plan year2025-07-11837485
Net assets as of the end of the plan year2025-07-111969453
Net assets as of the beginning of the plan year2025-07-111131968
Employer contributions to plan in this plan year2025-07-110
Fees paid to broker by Benefit Provider2025-07-11264
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-11856
2024 : TAX DEFERRED ANNUITY PLAN OF HOPE COMMUNITY SERVICES, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-300
Total liabilities as of the end of the plan year2024-07-300
Total liabilities as of the beginning of the plan year2024-07-300
Total expenses incurred by plan in this plan year2024-07-3050421
Net assets as of the end of the plan year2024-07-301131968
Total assets as of the beginning of the plan year2024-07-30810317
Value of plan covered by a fidelity bond2024-07-301000000
Participant contributions to plan in this plan year2024-07-30242999
Value of participant loans at end of plan year2024-07-3058
Other expenses paid from plan in this plan year2024-07-300
Other contributions to plan in this plan year2024-07-300
Other income to plan in this plan year2024-07-30129073
Plan net income in this plan year2024-07-30321651
Net assets as of the end of the plan year2024-07-301131968
Net assets as of the beginning of the plan year2024-07-30810317
Employer contributions to plan in this plan year2024-07-300
Fees paid to broker by Benefit Provider2024-07-30121
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-30244
2022 : TAX DEFERRED ANNUITY PLAN OF HOPE COMMUNITY SERVICES, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-220
Total liabilities as of the end of the plan year2022-07-220
Total liabilities as of the beginning of the plan year2022-07-220
Total expenses incurred by plan in this plan year2022-07-2210714
Net assets as of the end of the plan year2022-07-22851032
Total assets as of the beginning of the plan year2022-07-22685543
Value of plan covered by a fidelity bond2022-07-221000000
Participant contributions to plan in this plan year2022-07-2280920
Value of participant loans at end of plan year2022-07-2219504
Other expenses paid from plan in this plan year2022-07-22294
Other contributions to plan in this plan year2022-07-220
Other income to plan in this plan year2022-07-2295283
Plan net income in this plan year2022-07-22165489
Net assets as of the end of the plan year2022-07-22851032
Net assets as of the beginning of the plan year2022-07-22685543
Employer contributions to plan in this plan year2022-07-220
Fees paid to broker by Benefit Provider2022-07-2236

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