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TAX DEFERRED ANNUITY PLAN OF FOREST HEIGHTS LODGE 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF FOREST HEIGHTS LODGE
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF FOREST HEIGHTS LODGE 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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 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

FOREST HEIGHTS LODGE has sponsored the creation of one or more 401k plans.

Company Name:FOREST HEIGHTS LODGE
Employer identification number (EIN):840439961
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about FOREST HEIGHTS LODGE

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 1955-05-11
Company Identification Number: 19871129507
Legal Registered Office Address: 13922 Denver West Pkwy Ste 150

Lakewood
United States of America (USA)
80401

More information about FOREST HEIGHTS LODGE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF FOREST HEIGHTS LODGE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01MARK HENNINGER2024-07-16
0022022-01-01MARK HENNINGER2023-06-28
0022021-01-01MARK HENNINGER2022-04-05
0022020-01-01MARK HENNINGER2021-06-01
0022019-01-01MARK HENNINGER2020-06-24
0022018-01-01MARK HENNINGER2020-06-24
0022017-01-01LINDA BAKAS2018-04-10 LINDA BAKAS2018-04-10
0022016-01-01LINDA CLEFISCH2017-03-30 LINDA CLEFISCH2017-03-30
0022015-01-01LINDA CLEFISCH2016-05-05 LINDA CLEFISCH2016-05-05
0022014-01-01LINDA CLEFISCH2015-04-07 LINDA CLEFISCH2015-04-07
0022013-01-01LINDA BAKAS2014-08-26 LINDA CLEFISCH2014-08-26
0022012-01-01LINDA BAKAS2013-04-16 LINDA CLEFISCH2013-04-16
0022011-01-01LINDA BAKAS2012-05-31 LINDA CLEFISCH2012-05-31
0022010-01-01LINDA BAKAS2011-06-02 LINDA CLEFISCH2011-06-02

Financial Data on TAX DEFERRED ANNUITY PLAN OF FOREST HEIGHTS LODGE

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF FOREST HEIGHTS LODGE 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-100
Total liabilities as of the end of the plan year2025-09-100
Total liabilities as of the beginning of the plan year2025-09-100
Total expenses incurred by plan in this plan year2025-09-10842621
Net assets as of the end of the plan year2025-09-102497146
Total assets as of the beginning of the plan year2025-09-102827994
Value of plan covered by a fidelity bond2025-09-10400000
Participant contributions to plan in this plan year2025-09-1028031
Other expenses paid from plan in this plan year2025-09-100
Other contributions to plan in this plan year2025-09-100
Other income to plan in this plan year2025-09-10458338
Plan net income in this plan year2025-09-10-330848
Net assets as of the end of the plan year2025-09-102497146
Net assets as of the beginning of the plan year2025-09-102827994
Employer contributions to plan in this plan year2025-09-1025404
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-10133
2024 : TAX DEFERRED ANNUITY PLAN OF FOREST HEIGHTS LODGE 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-160
Total liabilities as of the end of the plan year2024-07-160
Total liabilities as of the beginning of the plan year2024-07-160
Total expenses incurred by plan in this plan year2024-07-16914470
Net assets as of the end of the plan year2024-07-162827994
Total assets as of the beginning of the plan year2024-07-163049884
Value of plan covered by a fidelity bond2024-07-16400000
Participant contributions to plan in this plan year2024-07-1632938
Other expenses paid from plan in this plan year2024-07-160
Other contributions to plan in this plan year2024-07-1657673
Other income to plan in this plan year2024-07-16573020
Plan net income in this plan year2024-07-16-221890
Net assets as of the end of the plan year2024-07-162827994
Net assets as of the beginning of the plan year2024-07-163049884
Employer contributions to plan in this plan year2024-07-1628949
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-164
2022 : TAX DEFERRED ANNUITY PLAN OF FOREST HEIGHTS LODGE 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-050
Total liabilities as of the end of the plan year2022-04-050
Total liabilities as of the beginning of the plan year2022-04-050
Total expenses incurred by plan in this plan year2022-04-05947097
Net assets as of the end of the plan year2022-04-053794101
Total assets as of the beginning of the plan year2022-04-054121054
Value of plan covered by a fidelity bond2022-04-05230000
Participant contributions to plan in this plan year2022-04-0523557
Value of participant loans at end of plan year2022-04-0530307
Other expenses paid from plan in this plan year2022-04-05107
Other contributions to plan in this plan year2022-04-050
Other income to plan in this plan year2022-04-05579480
Plan net income in this plan year2022-04-05-326953
Net assets as of the end of the plan year2022-04-053794101
Net assets as of the beginning of the plan year2022-04-054121054
Employer contributions to plan in this plan year2022-04-0517107
Fees paid to broker by Benefit Provider2022-04-05574

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