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THE HOCHHALTER COLLABORATIVE, INC. RETIREMENT PLAN 401k Plan overview

Plan NameTHE HOCHHALTER COLLABORATIVE, INC. RETIREMENT PLAN
Plan identification number 001

THE HOCHHALTER COLLABORATIVE, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined 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 HOCHHALTER COLLABORATIVE, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE HOCHHALTER COLLABORATIVE, INC.
Employer identification number (EIN):822396073
NAIC Classification:621610
NAIC Description:Home Health Care Services

Additional information about THE HOCHHALTER COLLABORATIVE, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2017-08-04
Company Identification Number: 0802784338
Legal Registered Office Address: 12808 W AIRPORT BLVD STE 316

SUGAR LAND
United States of America (USA)
77478

More information about THE HOCHHALTER COLLABORATIVE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HOCHHALTER COLLABORATIVE, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01COURTNEY HOCHHALTER
0012023-01-01
0012023-01-01COURTNEY HOCHHALTER
0012022-01-01
0012022-01-01COURTNEY HOCHHALTER
0012021-01-01
0012021-01-01COURTNEY HOCHHALTER
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-08-07COURTNEY R. HOCHHALTER

Financial Data on THE HOCHHALTER COLLABORATIVE, INC. RETIREMENT PLAN

Measure Date Value
2023 : THE HOCHHALTER COLLABORATIVE, INC. RETIREMENT PLAN 2023 401k financial data
Total income from all sources2023-12-31$103,576
Expenses. Total of all expenses incurred2023-12-31$3,439
Total plan assets at end of year2023-12-31$558,134
Total plan assets at beginning of year2023-12-31$457,997
Value of fidelity bond covering the plan2023-12-31$165,000
Other income received2023-12-31$103,576
Net income (gross income less expenses)2023-12-31$100,137
Net plan assets at end of year (total assets less liabilities)2023-12-31$558,134
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$457,997
Assets. Value of employer securities2023-12-31$160,000
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$3,439
2022 : THE HOCHHALTER COLLABORATIVE, INC. RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$-116,211
Expenses. Total of all expenses incurred2022-12-31$3,640
Total plan assets at end of year2022-12-31$457,997
Total plan assets at beginning of year2022-12-31$577,848
Value of fidelity bond covering the plan2022-12-31$165,000
Other income received2022-12-31$-116,211
Net income (gross income less expenses)2022-12-31$-119,851
Net plan assets at end of year (total assets less liabilities)2022-12-31$457,997
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$577,848
Assets. Value of employer securities2022-12-31$155,000
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$3,640
2021 : THE HOCHHALTER COLLABORATIVE, INC. RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$101,539
Expenses. Total of all expenses incurred2021-12-31$3,561
Total plan assets at end of year2021-12-31$577,848
Total plan assets at beginning of year2021-12-31$479,870
Value of fidelity bond covering the plan2021-12-31$165,000
Contributions received from other sources (not participants or employers)2021-12-31$2,577
Other income received2021-12-31$98,962
Net income (gross income less expenses)2021-12-31$97,978
Net plan assets at end of year (total assets less liabilities)2021-12-31$577,848
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$479,870
Assets. Value of employer securities2021-12-31$150,000
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$3,561
2020 : THE HOCHHALTER COLLABORATIVE, INC. RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$-10,315
Expenses. Total of all expenses incurred2020-12-31$2,929
Total plan assets at end of year2020-12-31$479,870
Total plan assets at beginning of year2020-12-31$493,114
Value of fidelity bond covering the plan2020-12-31$165,000
Other income received2020-12-31$-10,315
Net income (gross income less expenses)2020-12-31$-13,244
Net plan assets at end of year (total assets less liabilities)2020-12-31$479,870
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$493,114
Assets. Value of employer securities2020-12-31$145,000
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$2,929
2019 : THE HOCHHALTER COLLABORATIVE, INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$87,454
Expenses. Total of all expenses incurred2019-12-31$2,717
Total plan assets at end of year2019-12-31$493,114
Total plan assets at beginning of year2019-12-31$408,377
Value of fidelity bond covering the plan2019-12-31$165,000
Other income received2019-12-31$87,454
Net income (gross income less expenses)2019-12-31$84,737
Net plan assets at end of year (total assets less liabilities)2019-12-31$493,114
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$408,377
Assets. Value of employer securities2019-12-31$185,000
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$2,717
2018 : THE HOCHHALTER COLLABORATIVE, INC. RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$56,813
Expenses. Total of all expenses incurred2018-12-31$173
Total plan assets at end of year2018-12-31$448,163
Total plan assets at beginning of year2018-12-31$391,523
Value of fidelity bond covering the plan2018-12-31$165,000
Other income received2018-12-31$56,813
Net income (gross income less expenses)2018-12-31$56,640
Net plan assets at end of year (total assets less liabilities)2018-12-31$448,163
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$391,523
Assets. Value of employer securities2018-12-31$170,000
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$173
2017 : THE HOCHHALTER COLLABORATIVE, INC. RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$391,538
Expenses. Total of all expenses incurred2017-12-31$15
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$391,523
Total plan assets at beginning of year2017-12-31$0
Total contributions received or receivable from participants2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$526,157
Other income received2017-12-31$-134,619
Net income (gross income less expenses)2017-12-31$391,523
Net plan assets at end of year (total assets less liabilities)2017-12-31$391,523
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$0
Assets. Value of employer securities2017-12-31$165,000
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$15

Form 5500 Responses for THE HOCHHALTER COLLABORATIVE, INC. RETIREMENT PLAN

2023: THE HOCHHALTER COLLABORATIVE, INC. RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE HOCHHALTER COLLABORATIVE, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE HOCHHALTER COLLABORATIVE, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE HOCHHALTER COLLABORATIVE, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE HOCHHALTER COLLABORATIVE, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE HOCHHALTER COLLABORATIVE, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE HOCHHALTER COLLABORATIVE, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-08-07Type of plan entitySingle employer plan
2017-08-07First time form 5500 has been submittedYes
2017-08-07This return/report is a short plan year return/report (less than 12 months)Yes
2017-08-07Plan funding arrangement – TrustYes
2017-08-07Plan benefit arrangement - TrustYes

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