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EMPLOYEE BENEFIT PLAN OF FRIENDLY HOUSE, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF FRIENDLY HOUSE, INC.
Plan identification number 004

EMPLOYEE BENEFIT PLAN OF FRIENDLY HOUSE, INC. 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(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.
  • 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

FRIENDLY HOUSE, INC. has sponsored the creation of one or more 401k plans.

Company Name:FRIENDLY HOUSE, INC.
Employer identification number (EIN):860120506
NAIC Classification:611000

Additional information about FRIENDLY HOUSE, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2061-03-29
Company Identification Number: 6632715
Legal Registered Office Address: 2617 NW SAVIER ST

PORTLAND
United States of America (USA)
97210

More information about FRIENDLY HOUSE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF FRIENDLY HOUSE, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01JOSE VAQUERA2024-07-25
0042022-01-01ROSA GUZMAN2023-11-06
0042021-01-01STACEY BITTNER2022-10-17
0042020-01-01KIMBERLY GOEBEL2021-04-07
0042019-01-01AMY MOORE2020-07-30
0042018-01-01AMY MOORE2019-09-03
0042017-01-01GABRIEL JIMENEZ2018-08-09 GABRIEL JIMENEZ2018-08-09
0042016-01-01GABRIEL JIMENEZ2017-07-14 GABRIEL JIMENEZ2017-07-14
0042015-01-01GABRIEL JIMENEZ2016-10-06 GABRIEL JIMENEZ2016-10-06
0042014-01-01EMMA HENRY2015-07-17 EMMA HENRY2015-07-17
0042013-01-01EMMA HENRY2014-07-28 EMMA HENRY2014-07-28
0042012-01-01PAUL FAULKNER2013-06-14 PAUL FAULKNER2013-06-14
0042011-01-01PAUL FAULKNER2012-07-24 PAUL FAULKNER2012-07-24
0042010-01-01PAUL FAULKNER2011-06-24 PAUL FAULKNER2011-06-24

Financial Data on EMPLOYEE BENEFIT PLAN OF FRIENDLY HOUSE, INC.

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF FRIENDLY HOUSE, INC. 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-08199449
Net assets as of the end of the plan year2025-10-082577095
Total assets as of the beginning of the plan year2025-10-081572768
Value of plan covered by a fidelity bond2025-10-08120000
Participant contributions to plan in this plan year2025-10-08120083
Value of participant loans at end of plan year2025-10-0810328
Other expenses paid from plan in this plan year2025-10-080
Other contributions to plan in this plan year2025-10-08739807
Other income to plan in this plan year2025-10-08267571
Plan net income in this plan year2025-10-081004327
Net assets as of the end of the plan year2025-10-082577095
Net assets as of the beginning of the plan year2025-10-081572768
Employer contributions to plan in this plan year2025-10-0876315
Fees paid to broker by Benefit Provider2025-10-08164
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-08617
2024 : EMPLOYEE BENEFIT PLAN OF FRIENDLY HOUSE, INC. 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-25115937
Net assets as of the end of the plan year2024-07-251572768
Total assets as of the beginning of the plan year2024-07-251335468
Value of plan covered by a fidelity bond2024-07-25120000
Participant contributions to plan in this plan year2024-07-2594051
Value of participant loans at end of plan year2024-07-2527670
Other contributions to plan in this plan year2024-07-250
Other income to plan in this plan year2024-07-25188382
Plan net income in this plan year2024-07-25237300
Net assets as of the end of the plan year2024-07-251572768
Net assets as of the beginning of the plan year2024-07-251335468
Employer contributions to plan in this plan year2024-07-2570804
Fees paid to broker by Benefit Provider2024-07-25199
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-25369

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