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HOMES BY LACEY 401(K) PLAN 401k Plan overview

Plan NameHOMES BY LACEY 401(K) PLAN
Plan identification number 001

HOMES BY LACEY 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

HOMES BY LACEY has sponsored the creation of one or more 401k plans.

Company Name:HOMES BY LACEY
Employer identification number (EIN):823156598
NAIC Classification:531210
NAIC Description:Offices of Real Estate Agents and Brokers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOMES BY LACEY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01FIDUCIARY ASSISTANCE2024-06-20
0012022-06-01FIDUCIARY ASSISTANCE2023-07-20

Financial Data on HOMES BY LACEY 401(K) PLAN

Measure Date Value
2025 : HOMES BY LACEY 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-070
Total liabilities as of the end of the plan year2025-07-070
Total liabilities as of the beginning of the plan year2025-07-070
Total expenses incurred by plan in this plan year2025-07-075964
Net assets as of the end of the plan year2025-07-0740959
Total assets as of the beginning of the plan year2025-07-0735013
Participant contributions to plan in this plan year2025-07-075628
Value of participant loans at end of plan year2025-07-070
Other expenses paid from plan in this plan year2025-07-070
Other contributions to plan in this plan year2025-07-070
Other income to plan in this plan year2025-07-076159
Plan net income in this plan year2025-07-075946
Net assets as of the end of the plan year2025-07-0740959
Net assets as of the beginning of the plan year2025-07-0735013
Employer contributions to plan in this plan year2025-07-07123
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-07498
2024 : HOMES BY LACEY 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-200
Total liabilities as of the end of the plan year2024-06-200
Total liabilities as of the beginning of the plan year2024-06-200
Total expenses incurred by plan in this plan year2024-06-2026106
Net assets as of the end of the plan year2024-06-2035013
Total assets as of the beginning of the plan year2024-06-2038232
Participant contributions to plan in this plan year2024-06-2015008
Value of participant loans at end of plan year2024-06-200
Other expenses paid from plan in this plan year2024-06-200
Other contributions to plan in this plan year2024-06-200
Other income to plan in this plan year2024-06-205474
Plan net income in this plan year2024-06-20-3219
Net assets as of the end of the plan year2024-06-2035013
Net assets as of the beginning of the plan year2024-06-2038232
Employer contributions to plan in this plan year2024-06-202405
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-20440

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