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403(B) THRIFT PLAN OF COLLEGE HOUSES 401k Plan overview

Plan Name403(B) THRIFT PLAN OF COLLEGE HOUSES
Plan identification number 002

403(B) THRIFT PLAN OF COLLEGE HOUSES 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 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

COLLEGE HOUSES has sponsored the creation of one or more 401k plans.

Company Name:COLLEGE HOUSES
Employer identification number (EIN):741648710
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF COLLEGE HOUSES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01LIZ DUNLAP2024-07-30
0022022-01-01RICK YBARRA2023-10-16
0022021-01-01RICKY YBARRA2022-10-17 RICKY YBARRA2022-10-17
0022021-01-01RICKY YBARRA2022-10-17 RICKY YBARRA2022-10-17
0022020-01-01KIMBERLY GARMANY2021-10-14
0022019-01-01KIMBERLY GARMANY2020-07-31
0022018-01-01KIMBERLY GARMANY2019-04-24
0022017-01-01KIMBERLY GARMANY2018-07-02 KIMBERLY GARMANY2018-07-02
0022016-01-01ANGELA ATWOOD2017-03-24 ANGELA ATWOOD2017-03-24
0022015-01-01ANGELA ATWOOD2016-05-09 ANGELA ATWOOD2016-05-09
0022014-01-01ANGELA ATWOOD2015-07-09 ANGELA ATWOOD2015-07-09

Plan Statistics for 403(B) THRIFT PLAN OF COLLEGE HOUSES

401k plan membership statisitcs for 403(B) THRIFT PLAN OF COLLEGE HOUSES

Measure Date Value
2025: 403(B) THRIFT PLAN OF COLLEGE HOUSES 2025 401k membership
Total number of particpants at beginning of year2025-07-319
Total number of particpants at end of year2025-07-318
Number of Participants With Account Balances2025-07-317
2024: 403(B) THRIFT PLAN OF COLLEGE HOUSES 2024 401k membership
Total number of particpants at beginning of year2024-07-3010
Total number of particpants at end of year2024-07-308
Number of Participants With Account Balances2024-07-308

Financial Data on 403(B) THRIFT PLAN OF COLLEGE HOUSES

Measure Date Value
2025 : 403(B) THRIFT PLAN OF COLLEGE HOUSES 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-310
Total liabilities as of the end of the plan year2025-07-310
Total liabilities as of the beginning of the plan year2025-07-310
Total expenses incurred by plan in this plan year2025-07-3138757
Net assets as of the end of the plan year2025-07-31230586
Total assets as of the beginning of the plan year2025-07-31227961
Value of plan covered by a fidelity bond2025-07-3130000
Participant contributions to plan in this plan year2025-07-316941
Other expenses paid from plan in this plan year2025-07-310
Other contributions to plan in this plan year2025-07-310
Other income to plan in this plan year2025-07-3127945
Plan net income in this plan year2025-07-312625
Net assets as of the end of the plan year2025-07-31230586
Net assets as of the beginning of the plan year2025-07-31227961
Employer contributions to plan in this plan year2025-07-316496
Fees paid to broker by Benefit Provider2025-07-3112
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-3135
2024 : 403(B) THRIFT PLAN OF COLLEGE HOUSES 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 year2024-07-3023044
Net assets as of the end of the plan year2024-07-30227961
Total assets as of the beginning of the plan year2024-07-30212328
Value of plan covered by a fidelity bond2024-07-3010000
Participant contributions to plan in this plan year2024-07-305924
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 year2024-07-3029457
Plan net income in this plan year2024-07-3015633
Net assets as of the end of the plan year2024-07-30227961
Net assets as of the beginning of the plan year2024-07-30212328
Employer contributions to plan in this plan year2024-07-303296
Fees paid to broker by Benefit Provider2024-07-3044
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-3023

Potentially related plans

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