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THE HOPTIMIST 401(K) PLAN 401k Plan overview

Plan NameTHE HOPTIMIST 401(K) PLAN
Plan identification number 001

THE HOPTIMIST 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LOCH MORLICH LLC has sponsored the creation of one or more 401k plans.

Company Name:LOCH MORLICH LLC
Employer identification number (EIN):852015546
NAIC Classification:722410
NAIC Description:Drinking Places (Alcoholic Beverages)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HOPTIMIST 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01CHRISTINE RIMER2023-05-27
0012021-01-01CHRISTINE RIMER2022-06-02

Financial Data on THE HOPTIMIST 401(K) PLAN

Measure Date Value
2025 : THE HOPTIMIST 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-300
Total liabilities as of the end of the plan year2025-04-300
Total liabilities as of the beginning of the plan year2025-04-300
Total expenses incurred by plan in this plan year2025-04-30113
Net assets as of the end of the plan year2025-04-3049629
Total assets as of the beginning of the plan year2025-04-3023748
Value of plan covered by a fidelity bond2025-04-30917471694
Participant contributions to plan in this plan year2025-04-3015212
Other expenses paid from plan in this plan year2025-04-300
Other contributions to plan in this plan year2025-04-300
Other income to plan in this plan year2025-04-304641
Plan net income in this plan year2025-04-3025881
Net assets as of the end of the plan year2025-04-3049629
Net assets as of the beginning of the plan year2025-04-3023748
Value of contributions failed to transmitted timely2025-04-300
Employer contributions to plan in this plan year2025-04-306141
Fees paid to broker by Benefit Provider2025-04-300
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-30113
2024 : THE HOPTIMIST 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-230
Total liabilities as of the end of the plan year2024-05-230
Total liabilities as of the beginning of the plan year2024-05-230
Total expenses incurred by plan in this plan year2024-05-2360
Net assets as of the end of the plan year2024-05-2323748
Total assets as of the beginning of the plan year2024-05-239738
Value of plan covered by a fidelity bond2024-05-23705050000
Participant contributions to plan in this plan year2024-05-237550
Other expenses paid from plan in this plan year2024-05-230
Other contributions to plan in this plan year2024-05-230
Other income to plan in this plan year2024-05-232805
Plan net income in this plan year2024-05-2314010
Net assets as of the end of the plan year2024-05-2323748
Net assets as of the beginning of the plan year2024-05-239738
Value of contributions failed to transmitted timely2024-05-2358
Employer contributions to plan in this plan year2024-05-233715
Fees paid to broker by Benefit Provider2024-05-230
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-2360
2022 : THE HOPTIMIST 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-020
Total liabilities as of the end of the plan year2022-06-020
Total liabilities as of the beginning of the plan year2022-06-020
Total expenses incurred by plan in this plan year2022-06-022
Net assets as of the end of the plan year2022-06-021945
Total assets as of the beginning of the plan year2022-06-020
Value of plan covered by a fidelity bond2022-06-02336000000
Participant contributions to plan in this plan year2022-06-021371
Other expenses paid from plan in this plan year2022-06-020
Other contributions to plan in this plan year2022-06-020
Other income to plan in this plan year2022-06-0225
Plan net income in this plan year2022-06-021945
Net assets as of the end of the plan year2022-06-021945
Net assets as of the beginning of the plan year2022-06-020
Value of contributions failed to transmitted timely2022-06-020
Employer contributions to plan in this plan year2022-06-02551
Fees paid to broker by Benefit Provider2022-06-020
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-022

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