401k Plan data: THE HAPPY LEARNERS COMPANY RETIREMENT PLAN plan

THE HAPPY LEARNERS COMPANY RETIREMENT PLAN 401k Plan overview

Plan Name	THE HAPPY LEARNERS COMPANY RETIREMENT PLAN
Plan identification number	001

THE HAPPY LEARNERS COMPANY RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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 HAPPY LEARNERS COMPANY has sponsored the creation of one or more 401k plans.

Company Name: THE HAPPY LEARNERS COMPANY

Employer identification number (EIN): 811211284

NAIC Classification: 611000

Additional information about THE HAPPY LEARNERS COMPANY

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2016-01-25

Company Identification Number: 0802374344

Legal Registered Office Address: 2435 ELDRIDGE PKWY

HOUSTON
United States of America (USA)
77077

More information about THE HAPPY LEARNERS COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HAPPY LEARNERS COMPANY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 TERRY P. TOWNSEND
001 2017-01-01
001 2016-01-25 TERRY P. TOWNSEND

Plan Statistics for THE HAPPY LEARNERS COMPANY RETIREMENT PLAN

401k plan membership statisitcs for THE HAPPY LEARNERS COMPANY RETIREMENT PLAN

Measure Date Value
2022: THE HAPPY LEARNERS COMPANY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 22
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 22
Number of participants with account balances 2022-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THE HAPPY LEARNERS COMPANY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 18
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 18
Number of participants with account balances 2021-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE HAPPY LEARNERS COMPANY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 18
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 18
Number of participants with account balances 2020-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THE HAPPY LEARNERS COMPANY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 22
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 22
Number of participants with account balances 2019-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THE HAPPY LEARNERS COMPANY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 21
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 21
Number of participants with account balances 2018-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THE HAPPY LEARNERS COMPANY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 14
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 14
Number of participants with account balances 2017-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: THE HAPPY LEARNERS COMPANY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-25 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-25 2
Number of retired or separated participants receiving benefits 2016-01-25 0
Number of other retired or separated participants entitled to future benefits 2016-01-25 0
Total of all active and inactive participants 2016-01-25 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-25 0
Total participants 2016-01-25 2
Number of participants with account balances 2016-01-25 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-25 0

Measure	Date	Value
2022: THE HAPPY LEARNERS COMPANY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	22
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	22
Number of participants with account balances	2022-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THE HAPPY LEARNERS COMPANY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	18
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	18
Number of participants with account balances	2021-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE HAPPY LEARNERS COMPANY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	18
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	18
Number of participants with account balances	2020-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THE HAPPY LEARNERS COMPANY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	22
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	22
Number of participants with account balances	2019-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THE HAPPY LEARNERS COMPANY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	21
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	21
Number of participants with account balances	2018-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THE HAPPY LEARNERS COMPANY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	14
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	14
Number of participants with account balances	2017-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: THE HAPPY LEARNERS COMPANY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-25	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-25	2
Number of retired or separated participants receiving benefits	2016-01-25	0
Number of other retired or separated participants entitled to future benefits	2016-01-25	0
Total of all active and inactive participants	2016-01-25	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-25	0
Total participants	2016-01-25	2
Number of participants with account balances	2016-01-25	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-25	0

Financial Data on THE HAPPY LEARNERS COMPANY RETIREMENT PLAN

Measure	Date	Value
2022 : THE HAPPY LEARNERS COMPANY RETIREMENT PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$331,559
Expenses. Total of all expenses incurred	2022-12-31	$0
Total plan assets at end of year	2022-12-31	$793,986
Total plan assets at beginning of year	2022-12-31	$462,427
Value of fidelity bond covering the plan	2022-12-31	$81,000
Other income received	2022-12-31	$331,559
Net income (gross income less expenses)	2022-12-31	$331,559
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$793,986
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$462,427
Assets. Value of employer securities	2022-12-31	$793,896
2021 : THE HAPPY LEARNERS COMPANY RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$-134,429
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$462,427
Total plan assets at beginning of year	2021-12-31	$596,856
Value of fidelity bond covering the plan	2021-12-31	$81,000
Other income received	2021-12-31	$-134,429
Net income (gross income less expenses)	2021-12-31	$-134,429
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$462,427
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$596,856
Assets. Value of employer securities	2021-12-31	$462,301
2020 : THE HAPPY LEARNERS COMPANY RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$-178,832
Expenses. Total of all expenses incurred	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$596,856
Total plan assets at beginning of year	2020-12-31	$775,688
Other income received	2020-12-31	$-178,832
Net income (gross income less expenses)	2020-12-31	$-178,832
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$596,856
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$775,688
Assets. Value of employer securities	2020-12-31	$596,755
2019 : THE HAPPY LEARNERS COMPANY RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$-64,909
Expenses. Total of all expenses incurred	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$775,688
Total plan assets at beginning of year	2019-12-31	$840,597
Value of fidelity bond covering the plan	2019-12-31	$81,000
Other income received	2019-12-31	$-64,909
Net income (gross income less expenses)	2019-12-31	$-64,909
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$775,688
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$840,597
Assets. Value of employer securities	2019-12-31	$775,612
2018 : THE HAPPY LEARNERS COMPANY RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-75,388
Expenses. Total of all expenses incurred	2018-12-31	$605
Total plan assets at end of year	2018-12-31	$840,597
Total plan assets at beginning of year	2018-12-31	$916,590
Value of fidelity bond covering the plan	2018-12-31	$81,000
Contributions received from other sources (not participants or employers)	2018-12-31	$596,000
Other income received	2018-12-31	$-671,388
Net income (gross income less expenses)	2018-12-31	$-75,993
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$840,597
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$916,590
Assets. Value of employer securities	2018-12-31	$840,539
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$605
2017 : THE HAPPY LEARNERS COMPANY RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$45,735
Expenses. Total of all expenses incurred	2017-12-31	$1,116
Total plan assets at end of year	2017-12-31	$794,271
Total plan assets at beginning of year	2017-12-31	$749,652
Contributions received from other sources (not participants or employers)	2017-12-31	$226,789
Other income received	2017-12-31	$-181,054
Net income (gross income less expenses)	2017-12-31	$44,619
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$794,271
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$749,652
Assets. Value of employer securities	2017-12-31	$794,267
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$1,116
2016 : THE HAPPY LEARNERS COMPANY RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$751,915
Expenses. Total of all expenses incurred	2016-12-31	$2,263
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$749,652
Total plan assets at beginning of year	2016-12-31	$0
Total contributions received or receivable from participants	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$865,797
Other income received	2016-12-31	$-113,882
Net income (gross income less expenses)	2016-12-31	$749,652
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$749,652
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$0
Assets. Value of employer securities	2016-12-31	$436,346
Total contributions received or receivable from employer(s)	2016-12-31	$0
Value of certain deemed distributions of participant loans	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$2,263

Form 5500 Responses for THE HAPPY LEARNERS COMPANY RETIREMENT PLAN

2022: THE HAPPY LEARNERS COMPANY RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: THE HAPPY LEARNERS COMPANY RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: THE HAPPY LEARNERS COMPANY RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: THE HAPPY LEARNERS COMPANY RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: THE HAPPY LEARNERS COMPANY RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: THE HAPPY LEARNERS COMPANY RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: THE HAPPY LEARNERS COMPANY RETIREMENT PLAN 2016 form 5500 responses
2016-01-25	Type of plan entity	Single employer plan
2016-01-25	First time form 5500 has been submitted	Yes
2016-01-25	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-01-25	Plan funding arrangement – Trust	Yes
2016-01-25	Plan benefit arrangement - Trust	Yes

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Company Name:	THE HAPPY LEARNERS COMPANY
Employer identification number (EIN):	811211284
NAIC Classification:	611000

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2016-01-25
Company Identification Number:	0802374344
Legal Registered Office Address:	2435 ELDRIDGE PKWY HOUSTON United States of America (USA) 77077