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TAX DEFERRED ANNUITY PLAN OF PROJECT H.E.A.R.T., INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF PROJECT H.E.A.R.T., INC.
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF PROJECT H.E.A.R.T., INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

PROJECT H.E.A.R.T., INC. has sponsored the creation of one or more 401k plans.

Company Name:PROJECT H.E.A.R.T., INC.
Employer identification number (EIN):731199063
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF PROJECT H.E.A.R.T., INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KAREN THOMAS2024-07-09
0012022-01-01MARY HARDEN2023-07-12
0012021-01-01MARY HARDEN2022-10-18
0012021-01-01MARY HARDEN2022-10-18
0012020-01-01MARY HARDEN2021-09-13
0012019-01-01MARY HARDEN2020-10-12
0012018-01-01MARY HARDEN2019-10-04
0012017-01-01PROJECT H.E.A.R.T., INC.2018-05-29 PROJECT H.E.A.R.T., INC.2018-05-29
0012016-01-01CHRIS HARDEN2017-05-23 CHRIS HARDEN2017-05-23
0012013-01-01CHRIS HARDEN2014-06-09 CHRIS HARDEN2014-06-09
0012012-01-01CHRIS HARDEN2013-08-09 CHRIS HARDEN2013-08-09
0012011-01-01CHRIS HARDEN2012-06-12 CHRIS HARDEN2012-06-12
0012010-01-01CHRIS HARDEN2011-07-25 CHRIS HARDEN2011-07-25

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF PROJECT H.E.A.R.T., INC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF PROJECT H.E.A.R.T., INC.

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF PROJECT H.E.A.R.T., INC. 2025 401k membership
Total number of particpants at beginning of year2025-03-196
Total number of particpants at end of year2025-03-196
Number of Participants With Account Balances2025-03-194
2024: TAX DEFERRED ANNUITY PLAN OF PROJECT H.E.A.R.T., INC. 2024 401k membership
Total number of particpants at beginning of year2024-07-098
Total number of particpants at end of year2024-07-097
Number of Participants With Account Balances2024-07-095
2022: TAX DEFERRED ANNUITY PLAN OF PROJECT H.E.A.R.T., INC. 2022 401k membership
Total number of particpants at beginning of year2022-10-188
Total number of particpants at end of year2022-10-188
Number of Participants With Account Balances2022-10-187

Financial Data on TAX DEFERRED ANNUITY PLAN OF PROJECT H.E.A.R.T., INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF PROJECT H.E.A.R.T., INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-03-190
Total liabilities as of the end of the plan year2025-03-190
Total liabilities as of the beginning of the plan year2025-03-190
Total expenses incurred by plan in this plan year2025-03-195391
Net assets as of the end of the plan year2025-03-1957601
Total assets as of the beginning of the plan year2025-03-1959397
Value of plan covered by a fidelity bond2025-03-1925000
Participant contributions to plan in this plan year2025-03-191300
Other expenses paid from plan in this plan year2025-03-190
Other contributions to plan in this plan year2025-03-190
Other income to plan in this plan year2025-03-192295
Plan net income in this plan year2025-03-19-1796
Net assets as of the end of the plan year2025-03-1957601
Net assets as of the beginning of the plan year2025-03-1959397
Employer contributions to plan in this plan year2025-03-190
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-1956
2024 : TAX DEFERRED ANNUITY PLAN OF PROJECT H.E.A.R.T., INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-090
Total liabilities as of the end of the plan year2024-07-090
Total liabilities as of the beginning of the plan year2024-07-090
Total expenses incurred by plan in this plan year2024-07-0958066
Net assets as of the end of the plan year2024-07-0959394
Total assets as of the beginning of the plan year2024-07-09105325
Value of plan covered by a fidelity bond2024-07-09500000
Participant contributions to plan in this plan year2024-07-091340
Other expenses paid from plan in this plan year2024-07-090
Other contributions to plan in this plan year2024-07-090
Other income to plan in this plan year2024-07-0910795
Plan net income in this plan year2024-07-09-45931
Net assets as of the end of the plan year2024-07-0959394
Net assets as of the beginning of the plan year2024-07-09105325
Employer contributions to plan in this plan year2024-07-090
Fees paid to broker by Benefit Provider2024-07-092
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-0924
2022 : TAX DEFERRED ANNUITY PLAN OF PROJECT H.E.A.R.T., INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-180
Total liabilities as of the end of the plan year2022-10-180
Total liabilities as of the beginning of the plan year2022-10-180
Total expenses incurred by plan in this plan year2022-10-183011
Net assets as of the end of the plan year2022-10-18124827
Total assets as of the beginning of the plan year2022-10-18113248
Value of plan covered by a fidelity bond2022-10-18500000
Participant contributions to plan in this plan year2022-10-181820
Other expenses paid from plan in this plan year2022-10-18100
Other contributions to plan in this plan year2022-10-180
Other income to plan in this plan year2022-10-1812770
Plan net income in this plan year2022-10-1811579
Net assets as of the end of the plan year2022-10-18124827
Net assets as of the beginning of the plan year2022-10-18113248
Employer contributions to plan in this plan year2022-10-180
Fees paid to broker by Benefit Provider2022-10-183

Potentially related plans

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