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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 005

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(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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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
0052023-01-01JOSE VAQUERA2024-07-25
0052022-01-01ROSA GUZMAN2023-11-06
0052021-01-01STACEY BITTNER2022-10-17
0052020-01-01KIMBERLY GOEBEL2021-04-07
0052019-01-01AMY MOORE2020-07-30
0052018-01-01AMY MOORE2019-09-03
0052017-01-01GABRIEL JIMENEZ2018-07-27 GABRIEL JIMENEZ2018-07-27
0052016-01-01GABRIEL JIMENEZ2017-07-14 GABRIEL JIMENEZ2017-07-14
0052015-01-01GABRIEL JIMENEZ2016-10-06 GABRIEL JIMENEZ2016-10-06
0052014-01-01EMMA HENRY2015-07-23 EMMA HENRY2015-07-23

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 transfers to/from plan in this plan year2025-10-080
Total liabilities as of the end of the plan year2025-10-080
Total liabilities as of the beginning of the plan year2025-10-080
Total expenses incurred by plan in this plan year2025-10-0873789
Net assets as of the end of the plan year2025-10-081523299
Total assets as of the beginning of the plan year2025-10-081249025
Value of plan covered by a fidelity bond2025-10-08120000
Participant contributions to plan in this plan year2025-10-08101326
Other expenses paid from plan in this plan year2025-10-080
Other contributions to plan in this plan year2025-10-080
Other income to plan in this plan year2025-10-08166682
Plan net income in this plan year2025-10-08274273
Net assets as of the end of the plan year2025-10-081523299
Net assets as of the beginning of the plan year2025-10-081249025
Employer contributions to plan in this plan year2025-10-0880054
Fees paid to broker by Benefit Provider2025-10-08184
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-08218
2024 : EMPLOYEE BENEFIT PLAN OF FRIENDLY HOUSE, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-250
Total liabilities as of the end of the plan year2024-07-250
Total liabilities as of the beginning of the plan year2024-07-250
Total expenses incurred by plan in this plan year2024-07-25124337
Net assets as of the end of the plan year2024-07-251249025
Total assets as of the beginning of the plan year2024-07-251006188
Value of plan covered by a fidelity bond2024-07-25120000
Participant contributions to plan in this plan year2024-07-25117262
Other expenses paid from plan in this plan year2024-07-250
Other contributions to plan in this plan year2024-07-250
Other income to plan in this plan year2024-07-25162158
Plan net income in this plan year2024-07-25242837
Net assets as of the end of the plan year2024-07-251249025
Net assets as of the beginning of the plan year2024-07-251006188
Employer contributions to plan in this plan year2024-07-2587754
Fees paid to broker by Benefit Provider2024-07-25254
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-25101
2022 : EMPLOYEE BENEFIT PLAN OF FRIENDLY HOUSE, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-170
Total liabilities as of the end of the plan year2022-10-170
Total liabilities as of the beginning of the plan year2022-10-170
Total expenses incurred by plan in this plan year2022-10-1726308
Net assets as of the end of the plan year2022-10-17987304
Total assets as of the beginning of the plan year2022-10-17705173
Value of plan covered by a fidelity bond2022-10-17120000
Participant contributions to plan in this plan year2022-10-17111747
Value of participant loans at end of plan year2022-10-173879
Other expenses paid from plan in this plan year2022-10-17230
Other contributions to plan in this plan year2022-10-17279
Other income to plan in this plan year2022-10-17106679
Plan net income in this plan year2022-10-17282131
Net assets as of the end of the plan year2022-10-17987304
Net assets as of the beginning of the plan year2022-10-17705173
Employer contributions to plan in this plan year2022-10-1789734
Fees paid to broker by Benefit Provider2022-10-17464
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-170

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