| Plan Name | TAX DEFERRED ANNUITY PLAN OF FOREST HEIGHTS LODGE |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| 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
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | MARK HENNINGER | 2024-07-16 | ||
| 002 | 2022-01-01 | MARK HENNINGER | 2023-06-28 | ||
| 002 | 2021-01-01 | MARK HENNINGER | 2022-04-05 | ||
| 002 | 2020-01-01 | MARK HENNINGER | 2021-06-01 | ||
| 002 | 2019-01-01 | MARK HENNINGER | 2020-06-24 | ||
| 002 | 2018-01-01 | MARK HENNINGER | 2020-06-24 | ||
| 002 | 2017-01-01 | LINDA BAKAS | 2018-04-10 | LINDA BAKAS | 2018-04-10 |
| 002 | 2016-01-01 | LINDA CLEFISCH | 2017-03-30 | LINDA CLEFISCH | 2017-03-30 |
| 002 | 2015-01-01 | LINDA CLEFISCH | 2016-05-05 | LINDA CLEFISCH | 2016-05-05 |
| 002 | 2014-01-01 | LINDA CLEFISCH | 2015-04-07 | LINDA CLEFISCH | 2015-04-07 |
| 002 | 2013-01-01 | LINDA BAKAS | 2014-08-26 | LINDA CLEFISCH | 2014-08-26 |
| 002 | 2012-01-01 | LINDA BAKAS | 2013-04-16 | LINDA CLEFISCH | 2013-04-16 |
| 002 | 2011-01-01 | LINDA BAKAS | 2012-05-31 | LINDA CLEFISCH | 2012-05-31 |
| 002 | 2010-01-01 | LINDA BAKAS | 2011-06-02 | LINDA CLEFISCH | 2011-06-02 |
| Measure | Date | Value |
|---|---|---|
| 2025 : TAX DEFERRED ANNUITY PLAN OF FOREST HEIGHTS LODGE 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-09-10 | 0 |
| Total liabilities as of the end of the plan year | 2025-09-10 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-10 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-10 | 842621 |
| Net assets as of the end of the plan year | 2025-09-10 | 2497146 |
| Total assets as of the beginning of the plan year | 2025-09-10 | 2827994 |
| Value of plan covered by a fidelity bond | 2025-09-10 | 400000 |
| Participant contributions to plan in this plan year | 2025-09-10 | 28031 |
| Other expenses paid from plan in this plan year | 2025-09-10 | 0 |
| Other contributions to plan in this plan year | 2025-09-10 | 0 |
| Other income to plan in this plan year | 2025-09-10 | 458338 |
| Plan net income in this plan year | 2025-09-10 | -330848 |
| Net assets as of the end of the plan year | 2025-09-10 | 2497146 |
| Net assets as of the beginning of the plan year | 2025-09-10 | 2827994 |
| Employer contributions to plan in this plan year | 2025-09-10 | 25404 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-10 | 133 |
| 2024 : TAX DEFERRED ANNUITY PLAN OF FOREST HEIGHTS LODGE 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-07-16 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-16 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-16 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-16 | 914470 |
| Net assets as of the end of the plan year | 2024-07-16 | 2827994 |
| Total assets as of the beginning of the plan year | 2024-07-16 | 3049884 |
| Value of plan covered by a fidelity bond | 2024-07-16 | 400000 |
| Participant contributions to plan in this plan year | 2024-07-16 | 32938 |
| Other expenses paid from plan in this plan year | 2024-07-16 | 0 |
| Other contributions to plan in this plan year | 2024-07-16 | 57673 |
| Other income to plan in this plan year | 2024-07-16 | 573020 |
| Plan net income in this plan year | 2024-07-16 | -221890 |
| Net assets as of the end of the plan year | 2024-07-16 | 2827994 |
| Net assets as of the beginning of the plan year | 2024-07-16 | 3049884 |
| Employer contributions to plan in this plan year | 2024-07-16 | 28949 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-16 | 4 |
| 2022 : TAX DEFERRED ANNUITY PLAN OF FOREST HEIGHTS LODGE 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-04-05 | 0 |
| Total liabilities as of the end of the plan year | 2022-04-05 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-04-05 | 0 |
| Total expenses incurred by plan in this plan year | 2022-04-05 | 947097 |
| Net assets as of the end of the plan year | 2022-04-05 | 3794101 |
| Total assets as of the beginning of the plan year | 2022-04-05 | 4121054 |
| Value of plan covered by a fidelity bond | 2022-04-05 | 230000 |
| Participant contributions to plan in this plan year | 2022-04-05 | 23557 |
| Value of participant loans at end of plan year | 2022-04-05 | 30307 |
| Other expenses paid from plan in this plan year | 2022-04-05 | 107 |
| Other contributions to plan in this plan year | 2022-04-05 | 0 |
| Other income to plan in this plan year | 2022-04-05 | 579480 |
| Plan net income in this plan year | 2022-04-05 | -326953 |
| Net assets as of the end of the plan year | 2022-04-05 | 3794101 |
| Net assets as of the beginning of the plan year | 2022-04-05 | 4121054 |
| Employer contributions to plan in this plan year | 2022-04-05 | 17107 |
| Fees paid to broker by Benefit Provider | 2022-04-05 | 574 |