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403(B) THRIFT PLAN OF ASSURANCE HOME 401k Plan overview

Plan Name403(B) THRIFT PLAN OF ASSURANCE HOME
Plan identification number 002

403(B) THRIFT PLAN OF ASSURANCE HOME 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.
  • 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.
  • 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

ASSURANCE HOME has sponsored the creation of one or more 401k plans.

Company Name:ASSURANCE HOME
Employer identification number (EIN):850259624
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF ASSURANCE HOME

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01OLGA HOLGUIN2024-07-31
0022022-01-01OLGA HOLGUIN2023-07-28
0022021-01-01OLGA HOLGUIN2022-12-06
0022020-01-01OLGA HOLGUIN2021-04-07
0022019-01-01OLGA HOLGUIN2020-07-27
0022018-01-01OLGA HOLGUIN2019-07-10
0022017-01-01OLGA HOLGUIN2018-07-27 OLGA HOLGUIN2018-07-27
0022016-01-01OLGA HOLGUIN2017-07-14 OLGA HOLGUIN2017-07-14
0022015-01-01OLGA HOLGUIN2016-07-08 OLGA HOLGUIN2016-07-08
0022014-01-01OLGA HOLGUIN2015-07-14 OLGA HOLGUIN2015-07-14
0022013-01-01OLGA HOLGUIN2014-05-07 OLGA HOLGUIN2014-05-07
0022012-01-01OLGA HOLGUIN2013-06-25 OGA HOLGUIN2013-06-25
0022011-01-01OLGA HOLGUIN2012-06-05 OLGA HOLGUIN2012-06-05
0022010-01-01OLGA HOLGUIN2011-06-15 OLGA HOLGUIN2011-06-15

Plan Statistics for 403(B) THRIFT PLAN OF ASSURANCE HOME

401k plan membership statisitcs for 403(B) THRIFT PLAN OF ASSURANCE HOME

Measure Date Value
2025: 403(B) THRIFT PLAN OF ASSURANCE HOME 2025 401k membership
Total number of particpants at beginning of year2025-08-0128
Total number of particpants at end of year2025-08-0126
Number of Participants With Account Balances2025-08-0125
2024: 403(B) THRIFT PLAN OF ASSURANCE HOME 2024 401k membership
Total number of particpants at beginning of year2024-07-3125
Total number of particpants at end of year2024-07-3123
Number of Participants With Account Balances2024-07-3123

Financial Data on 403(B) THRIFT PLAN OF ASSURANCE HOME

Measure Date Value
2025 : 403(B) THRIFT PLAN OF ASSURANCE HOME 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-010
Total liabilities as of the end of the plan year2025-08-010
Total liabilities as of the beginning of the plan year2025-08-010
Total expenses incurred by plan in this plan year2025-08-0113289
Net assets as of the end of the plan year2025-08-01859010
Total assets as of the beginning of the plan year2025-08-01742400
Value of plan covered by a fidelity bond2025-08-01100000
Participant contributions to plan in this plan year2025-08-019831
Value of participant loans at end of plan year2025-08-014485
Other expenses paid from plan in this plan year2025-08-010
Other contributions to plan in this plan year2025-08-010
Other income to plan in this plan year2025-08-0175462
Plan net income in this plan year2025-08-01116610
Net assets as of the end of the plan year2025-08-01859010
Net assets as of the beginning of the plan year2025-08-01742400
Employer contributions to plan in this plan year2025-08-0144606
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-01344
2024 : 403(B) THRIFT PLAN OF ASSURANCE HOME 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-310
Total liabilities as of the end of the plan year2024-07-310
Total liabilities as of the beginning of the plan year2024-07-310
Total expenses incurred by plan in this plan year2024-07-3116400
Net assets as of the end of the plan year2024-07-31742400
Total assets as of the beginning of the plan year2024-07-31639398
Value of plan covered by a fidelity bond2024-07-31100000
Participant contributions to plan in this plan year2024-07-319575
Other expenses paid from plan in this plan year2024-07-310
Other contributions to plan in this plan year2024-07-310
Other income to plan in this plan year2024-07-3166453
Plan net income in this plan year2024-07-31103002
Net assets as of the end of the plan year2024-07-31742400
Net assets as of the beginning of the plan year2024-07-31639398
Employer contributions to plan in this plan year2024-07-3143374
Fees paid to broker by Benefit Provider2024-07-3158
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-31250

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