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JOHN BALFANZ HOMES, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJOHN BALFANZ HOMES, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

JOHN BALFANZ HOMES, INC. 401(K) PROFIT SHARING 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.
  • 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

JOHN BALFANZ HOMES, INC. has sponsored the creation of one or more 401k plans.

Company Name:JOHN BALFANZ HOMES, INC.
Employer identification number (EIN):770501440
NAIC Classification:236110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN BALFANZ HOMES, INC. 401(K) PROFIT SHARING 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
0012020-01-01
0012010-01-01JOHN BALFANZ2011-07-11

Plan Statistics for JOHN BALFANZ HOMES, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN BALFANZ HOMES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: JOHN BALFANZ HOMES, INC. 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-0233
Total number of particpants at end of year2025-07-0229
Number of Participants With Account Balances2025-07-0216
2024: JOHN BALFANZ HOMES, INC. 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-1321
Total number of particpants at end of year2024-09-1324
Number of Participants With Account Balances2024-09-1310
2022: JOHN BALFANZ HOMES, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-03-1516
Total number of particpants at end of year2022-03-1522
Number of Participants With Account Balances2022-03-158

Financial Data on JOHN BALFANZ HOMES, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : JOHN BALFANZ HOMES, INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-07-020
Total expenses incurred by plan in this plan year2025-07-02216997
Net assets as of the end of the plan year2025-07-02599213
Total assets as of the beginning of the plan year2025-07-02546127
Value of plan covered by a fidelity bond2025-07-0260000
Participant contributions to plan in this plan year2025-07-02137476
Other income to plan in this plan year2025-07-0266737
Plan net income in this plan year2025-07-0253086
Net assets as of the end of the plan year2025-07-02599213
Net assets as of the beginning of the plan year2025-07-02546127
Employer contributions to plan in this plan year2025-07-0265870
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-029472
2024 : JOHN BALFANZ HOMES, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-09-130
Total liabilities as of the beginning of the plan year2024-09-130
Total expenses incurred by plan in this plan year2024-09-1316602
Net assets as of the end of the plan year2024-09-13546127
Total assets as of the beginning of the plan year2024-09-13318359
Value of plan covered by a fidelity bond2024-09-1355000
Participant contributions to plan in this plan year2024-09-13132753
Other income to plan in this plan year2024-09-1361084
Plan net income in this plan year2024-09-13227768
Net assets as of the end of the plan year2024-09-13546127
Net assets as of the beginning of the plan year2024-09-13318359
Employer contributions to plan in this plan year2024-09-1350533
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-137907
2022 : JOHN BALFANZ HOMES, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-03-152597
Net assets as of the end of the plan year2022-03-15194379
Total assets as of the beginning of the plan year2022-03-1552075
Value of plan covered by a fidelity bond2022-03-1550000
Participant contributions to plan in this plan year2022-03-15110484
Other expenses paid from plan in this plan year2022-03-152597
Other contributions to plan in this plan year2022-03-1519149
Other income to plan in this plan year2022-03-1515268
Plan net income in this plan year2022-03-15142304
Net assets as of the end of the plan year2022-03-15194379
Net assets as of the beginning of the plan year2022-03-1552075
Employer contributions to plan in this plan year2022-03-150

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