401k Plan data: HABITAT FOR HUMANITY VAIL VALLEY INC 403(B) RETIREMENT PLAN plan

HABITAT FOR HUMANITY VAIL VALLEY INC 403(B) RETIREMENT PLAN 401k Plan overview

Plan Name	HABITAT FOR HUMANITY VAIL VALLEY INC 403(B) RETIREMENT PLAN
Plan identification number	001

HABITAT FOR HUMANITY VAIL VALLEY INC 403(B) RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
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.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

HABITAT FOR HUMANITY VAIL VALLEY, INC. has sponsored the creation of one or more 401k plans.

Company Name: HABITAT FOR HUMANITY VAIL VALLEY, INC.

Employer identification number (EIN): 841278922

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Additional information about HABITAT FOR HUMANITY VAIL VALLEY, INC.

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 1995-02-16

Company Identification Number: 19951020666

Legal Registered Office Address: 455 Nottingham Ranch Rd

Avon
United States of America (USA)
81620

More information about HABITAT FOR HUMANITY VAIL VALLEY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HABITAT FOR HUMANITY VAIL VALLEY INC 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 MARIA KLOPFENSTEIN 2023-05-23
001 2021-01-01 MARIA KLOPFENSTEIN 2022-05-02
001 2020-01-01 MARIA KLOPFENSTEIN 2021-05-10
001 2018-01-01 MARIA KLOPFENSTEIN 2019-05-30 MARIA KLOPFENSTEIN 2019-05-30
001 2017-01-01 JOHN WELAJ
001 2016-01-01 JOHN WELAJ
001 2015-01-01 JOHN WELAJ
001 2014-01-01 JOHN WELAJ
001 2013-01-01 JOHN WELAJ
001 2012-01-01 JOHN WELAJ

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	MARIA KLOPFENSTEIN	2023-05-23
001	2021-01-01	MARIA KLOPFENSTEIN	2022-05-02
001	2020-01-01	MARIA KLOPFENSTEIN	2021-05-10
001	2018-01-01	MARIA KLOPFENSTEIN	2019-05-30	MARIA KLOPFENSTEIN	2019-05-30
001	2017-01-01	JOHN WELAJ
001	2016-01-01	JOHN WELAJ
001	2015-01-01	JOHN WELAJ
001	2014-01-01	JOHN WELAJ
001	2013-01-01	JOHN WELAJ
001	2012-01-01	JOHN WELAJ

Plan Statistics for HABITAT FOR HUMANITY VAIL VALLEY INC 403(B) RETIREMENT PLAN

401k plan membership statisitcs for HABITAT FOR HUMANITY VAIL VALLEY INC 403(B) RETIREMENT PLAN

Measure Date Value
2017: HABITAT FOR HUMANITY VAIL VALLEY INC 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 17
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 4
Total of all active and inactive participants 2017-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 22
Number of participants with account balances 2017-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: HABITAT FOR HUMANITY VAIL VALLEY INC 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 15
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 9
Total of all active and inactive participants 2016-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 24
Number of participants with account balances 2016-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: HABITAT FOR HUMANITY VAIL VALLEY INC 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 16
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 9
Total of all active and inactive participants 2015-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 25
Number of participants with account balances 2015-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 4
2014: HABITAT FOR HUMANITY VAIL VALLEY INC 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 16
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 5
Total of all active and inactive participants 2014-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 21
Number of participants with account balances 2014-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: HABITAT FOR HUMANITY VAIL VALLEY INC 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 18
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 18
Number of participants with account balances 2013-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: HABITAT FOR HUMANITY VAIL VALLEY INC 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 16
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 16
Number of participants with account balances 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2017: HABITAT FOR HUMANITY VAIL VALLEY INC 403(B) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	17
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	4
Total of all active and inactive participants	2017-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	22
Number of participants with account balances	2017-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: HABITAT FOR HUMANITY VAIL VALLEY INC 403(B) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	15
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	9
Total of all active and inactive participants	2016-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	24
Number of participants with account balances	2016-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: HABITAT FOR HUMANITY VAIL VALLEY INC 403(B) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	16
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	9
Total of all active and inactive participants	2015-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	25
Number of participants with account balances	2015-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	4
2014: HABITAT FOR HUMANITY VAIL VALLEY INC 403(B) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	16
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	5
Total of all active and inactive participants	2014-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	21
Number of participants with account balances	2014-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: HABITAT FOR HUMANITY VAIL VALLEY INC 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	18
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	18
Number of participants with account balances	2013-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: HABITAT FOR HUMANITY VAIL VALLEY INC 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	16
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	16
Number of participants with account balances	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on HABITAT FOR HUMANITY VAIL VALLEY INC 403(B) RETIREMENT PLAN

Measure	Date	Value
2017 : HABITAT FOR HUMANITY VAIL VALLEY INC 403(B) RETIREMENT PLAN 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$0
Total income from all sources	2017-12-31	$116,398
Expenses. Total of all expenses incurred	2017-12-31	$54,021
Benefits paid (including direct rollovers)	2017-12-31	$54,021
Total plan assets at end of year	2017-12-31	$270,886
Total plan assets at beginning of year	2017-12-31	$208,509
Value of fidelity bond covering the plan	2017-12-31	$250,000
Total contributions received or receivable from participants	2017-12-31	$42,493
Other income received	2017-12-31	$33,905
Net income (gross income less expenses)	2017-12-31	$62,377
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$270,886
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$208,509
Total contributions received or receivable from employer(s)	2017-12-31	$40,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : HABITAT FOR HUMANITY VAIL VALLEY INC 403(B) RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$105,168
Expenses. Total of all expenses incurred	2016-12-31	$21,519
Benefits paid (including direct rollovers)	2016-12-31	$20,079
Total plan assets at end of year	2016-12-31	$208,509
Total plan assets at beginning of year	2016-12-31	$124,860
Value of fidelity bond covering the plan	2016-12-31	$100,000
Total contributions received or receivable from participants	2016-12-31	$49,752
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$12,963
Net income (gross income less expenses)	2016-12-31	$83,649
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$208,509
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$124,860
Total contributions received or receivable from employer(s)	2016-12-31	$42,453
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$1,440
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : HABITAT FOR HUMANITY VAIL VALLEY INC 403(B) RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$37,751
Expenses. Total of all expenses incurred	2015-12-31	$1,398
Benefits paid (including direct rollovers)	2015-12-31	$1,158
Total plan assets at end of year	2015-12-31	$124,860
Total plan assets at beginning of year	2015-12-31	$88,507
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$30,675
Other income received	2015-12-31	$-3,405
Net income (gross income less expenses)	2015-12-31	$36,353
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$124,860
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$88,507
Total contributions received or receivable from employer(s)	2015-12-31	$10,481
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$240
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : HABITAT FOR HUMANITY VAIL VALLEY INC 403(B) RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$33,401
Expenses. Total of all expenses incurred	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$88,507
Total plan assets at beginning of year	2014-12-31	$55,106
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$22,289
Other income received	2014-12-31	$1,459
Net income (gross income less expenses)	2014-12-31	$33,401
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$88,507
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$55,106
Total contributions received or receivable from employer(s)	2014-12-31	$9,653
2013 : HABITAT FOR HUMANITY VAIL VALLEY INC 403(B) RETIREMENT PLAN 2013 401k financial data
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$38,852
Expenses. Total of all expenses incurred	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$55,106
Total plan assets at beginning of year	2013-12-31	$16,254
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$26,499
Other income received	2013-12-31	$2,217
Net income (gross income less expenses)	2013-12-31	$38,852
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$55,106
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$16,254
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-12-31	$23,421
Total contributions received or receivable from employer(s)	2013-12-31	$10,136
2012 : HABITAT FOR HUMANITY VAIL VALLEY INC 403(B) RETIREMENT PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total income from all sources	2012-12-31	$16,254
Expenses. Total of all expenses incurred	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$16,254
Total plan assets at beginning of year	2012-12-31	$0
Total contributions received or receivable from participants	2012-12-31	$16,750
Other income received	2012-12-31	$-496
Net income (gross income less expenses)	2012-12-31	$16,254
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$16,254
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2012-12-31	$16,650

Form 5500 Responses for HABITAT FOR HUMANITY VAIL VALLEY INC 403(B) RETIREMENT PLAN

2017: HABITAT FOR HUMANITY VAIL VALLEY INC 403(B) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: HABITAT FOR HUMANITY VAIL VALLEY INC 403(B) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: HABITAT FOR HUMANITY VAIL VALLEY INC 403(B) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: HABITAT FOR HUMANITY VAIL VALLEY INC 403(B) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HABITAT FOR HUMANITY VAIL VALLEY INC 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HABITAT FOR HUMANITY VAIL VALLEY INC 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	First time form 5500 has been submitted	Yes
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HABITAT FOR HUMANITY VAIL VALLEY, INC.
Employer identification number (EIN):	841278922
NAIC Classification:	624100
NAIC Description:	Individual and Family Services

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	1995-02-16
Company Identification Number:	19951020666
Legal Registered Office Address:	455 Nottingham Ranch Rd Avon United States of America (USA) 81620