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| Plan Name | HABITAT FOR HUMANITY VAIL VALLEY INC 403(B) RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| 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.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | KALIE PALMER | 2024-04-29 | ||
| 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 |
| Measure | Date | Value |
|---|---|---|
| 2025: HABITAT FOR HUMANITY VAIL VALLEY INC 403(B) RETIREMENT PLAN 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-04-30 | 33 |
| Total number of particpants at end of year | 2025-04-30 | 29 |
| Number of Participants With Account Balances | 2025-04-30 | 26 |
| 2024: HABITAT FOR HUMANITY VAIL VALLEY INC 403(B) RETIREMENT PLAN 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-04-29 | 30 |
| Total number of particpants at end of year | 2024-04-29 | 33 |
| Number of Participants With Account Balances | 2024-04-29 | 32 |
| 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 |
|---|---|---|
| 2025 : HABITAT FOR HUMANITY VAIL VALLEY INC 403(B) RETIREMENT PLAN 2025 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2025-04-30 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-30 | 91638 |
| Net assets as of the end of the plan year | 2025-04-30 | 1425643 |
| Total assets as of the beginning of the plan year | 2025-04-30 | 1111478 |
| Value of plan covered by a fidelity bond | 2025-04-30 | 200000 |
| Participant contributions to plan in this plan year | 2025-04-30 | 106944 |
| Other contributions to plan in this plan year | 2025-04-30 | 27441 |
| Other income to plan in this plan year | 2025-04-30 | 170816 |
| Plan net income in this plan year | 2025-04-30 | 314165 |
| Net assets as of the end of the plan year | 2025-04-30 | 1425643 |
| Net assets as of the beginning of the plan year | 2025-04-30 | 1111478 |
| Employer contributions to plan in this plan year | 2025-04-30 | 100602 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-30 | 9716 |
| 2024 : HABITAT FOR HUMANITY VAIL VALLEY INC 403(B) RETIREMENT PLAN 2024 401k financial data | ||
| Total liabilities as of the beginning of the plan year | 2024-04-29 | 0 |
| Total expenses incurred by plan in this plan year | 2024-04-29 | 7908 |
| Net assets as of the end of the plan year | 2024-04-29 | 1111478 |
| Total assets as of the beginning of the plan year | 2024-04-29 | 767877 |
| Value of plan covered by a fidelity bond | 2024-04-29 | 300000 |
| Participant contributions to plan in this plan year | 2024-04-29 | 99798 |
| Other contributions to plan in this plan year | 2024-04-29 | 4608 |
| Other income to plan in this plan year | 2024-04-29 | 173313 |
| Plan net income in this plan year | 2024-04-29 | 343601 |
| Net assets as of the end of the plan year | 2024-04-29 | 1111478 |
| Net assets as of the beginning of the plan year | 2024-04-29 | 767877 |
| Employer contributions to plan in this plan year | 2024-04-29 | 73790 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-04-29 | 7908 |
| 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 |
| 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 |