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THE HOUSING TRUST 403(B) PLAN 401k Plan overview

Plan NameTHE HOUSING TRUST 403(B) PLAN
Plan identification number 001

THE HOUSING TRUST 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

SANTA FE COMMUNITY HOUSING TRUST has sponsored the creation of one or more 401k plans.

Company Name:SANTA FE COMMUNITY HOUSING TRUST
Employer identification number (EIN):850392520
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HOUSING TRUST 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ROMAN ABEYTA2024-10-13 ROMAN ABEYTA2024-10-13
0012022-01-01ROMAN ABEYTA2023-08-08 ROMAN ABEYTA2023-08-08

Financial Data on THE HOUSING TRUST 403(B) PLAN

Measure Date Value
2025 : THE HOUSING TRUST 403(B) PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-10-150
Total liabilities as of the beginning of the plan year2025-10-150
Net assets as of the end of the plan year2025-10-1571420
Total assets as of the beginning of the plan year2025-10-1566962
Value of plan covered by a fidelity bond2025-10-1570000
Other income to plan in this plan year2025-10-152226
Plan net income in this plan year2025-10-154458
Net assets as of the end of the plan year2025-10-1571420
Net assets as of the beginning of the plan year2025-10-1566962
Employer contributions to plan in this plan year2025-10-152232
2024 : THE HOUSING TRUST 403(B) PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-10-150
Total liabilities as of the beginning of the plan year2024-10-150
Net assets as of the end of the plan year2024-10-1566962
Total assets as of the beginning of the plan year2024-10-1564884
Other income to plan in this plan year2024-10-152019
Plan net income in this plan year2024-10-152078
Net assets as of the end of the plan year2024-10-1566962
Net assets as of the beginning of the plan year2024-10-1564884
Employer contributions to plan in this plan year2024-10-1559

Potentially related plans

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