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403(B) THRIFT PLAN OF KENAI PENINSULA HOUSING INITIATIVES, INC 401k Plan overview

Plan Name403(B) THRIFT PLAN OF KENAI PENINSULA HOUSING INITIATIVES, INC
Plan identification number 001

403(B) THRIFT PLAN OF KENAI PENINSULA HOUSING INITIATIVES, 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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.

401k Sponsoring company profile

KENAI PENINSULA HOUSING INITIATIVES , INC has sponsored the creation of one or more 401k plans.

Company Name:KENAI PENINSULA HOUSING INITIATIVES , INC
Employer identification number (EIN):911823180
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 KENAI PENINSULA HOUSING INITIATIVES, INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DANA CORDLE2024-10-04
0012022-01-01DANA CORDLE2023-10-10
0012021-01-01DANA CORDLE2022-10-11
0012021-01-01DANA CORDLE2022-10-11
0012020-01-01DANA CORDLE2021-07-28
0012019-01-01DANA CORDLE2020-07-22
0012018-01-01DANA CORDLE2019-07-25
0012017-01-01DANA GREGOIRE2018-07-27
0012016-01-01DANA GREGOIRE2017-09-22 DANA GREGOIRE2017-09-22
0012014-01-01DANA GREGOIRE2015-07-30 DANA GREGOIRE2015-07-30
0012013-01-01MADELYN LUEBBERT2014-07-24 MADELYN LUEBBERT2014-07-24
0012012-01-01MADELYN LUEBBERT2013-07-25 MADELYN LUEBBERT2013-07-25
0012011-01-01MADELYN LUEBBERT2012-07-31 MADELYN LUEBBERT2012-07-31

Plan Statistics for 403(B) THRIFT PLAN OF KENAI PENINSULA HOUSING INITIATIVES, INC

401k plan membership statisitcs for 403(B) THRIFT PLAN OF KENAI PENINSULA HOUSING INITIATIVES, INC

Measure Date Value
2025: 403(B) THRIFT PLAN OF KENAI PENINSULA HOUSING INITIATIVES, INC 2025 401k membership
Total number of particpants at beginning of year2025-07-091
Total number of particpants at end of year2025-07-090
Number of Participants With Account Balances2025-07-090
2024: 403(B) THRIFT PLAN OF KENAI PENINSULA HOUSING INITIATIVES, INC 2024 401k membership
Total number of particpants at beginning of year2024-10-041
Total number of particpants at end of year2024-10-041
Number of Participants With Account Balances2024-10-041
2022: 403(B) THRIFT PLAN OF KENAI PENINSULA HOUSING INITIATIVES, INC 2022 401k membership
Total number of particpants at beginning of year2022-10-111
Total number of particpants at end of year2022-10-111
Number of Participants With Account Balances2022-10-111

Financial Data on 403(B) THRIFT PLAN OF KENAI PENINSULA HOUSING INITIATIVES, INC

Measure Date Value
2025 : 403(B) THRIFT PLAN OF KENAI PENINSULA HOUSING INITIATIVES, INC 2025 401k financial data
Total liabilities as of the end of the plan year2025-07-090
Total liabilities as of the beginning of the plan year2025-07-090
Total expenses incurred by plan in this plan year2025-07-09282156
Net assets as of the end of the plan year2025-07-090
Total assets as of the beginning of the plan year2025-07-09259171
Value of plan covered by a fidelity bond2025-07-09150000
Participant contributions to plan in this plan year2025-07-090
Value of participant loans at end of plan year2025-07-0912667
Other expenses paid from plan in this plan year2025-07-090
Other contributions to plan in this plan year2025-07-090
Other income to plan in this plan year2025-07-0922985
Plan net income in this plan year2025-07-09-259171
Net assets as of the end of the plan year2025-07-090
Net assets as of the beginning of the plan year2025-07-09259171
Employer contributions to plan in this plan year2025-07-090
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-090
2024 : 403(B) THRIFT PLAN OF KENAI PENINSULA HOUSING INITIATIVES, INC 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-040
Total liabilities as of the end of the plan year2024-10-040
Total liabilities as of the beginning of the plan year2024-10-040
Total expenses incurred by plan in this plan year2024-10-0418231
Net assets as of the end of the plan year2024-10-04259171
Total assets as of the beginning of the plan year2024-10-04233632
Value of plan covered by a fidelity bond2024-10-04150000
Participant contributions to plan in this plan year2024-10-040
Other expenses paid from plan in this plan year2024-10-040
Other contributions to plan in this plan year2024-10-040
Other income to plan in this plan year2024-10-0443770
Plan net income in this plan year2024-10-0425539
Net assets as of the end of the plan year2024-10-04259171
Net assets as of the beginning of the plan year2024-10-04233632
Employer contributions to plan in this plan year2024-10-040
Fees paid to broker by Benefit Provider2024-10-0454
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-040
2022 : 403(B) THRIFT PLAN OF KENAI PENINSULA HOUSING INITIATIVES, INC 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-110
Total liabilities as of the end of the plan year2022-10-110
Total liabilities as of the beginning of the plan year2022-10-110
Total expenses incurred by plan in this plan year2022-10-110
Net assets as of the end of the plan year2022-10-11257953
Total assets as of the beginning of the plan year2022-10-11177273
Value of plan covered by a fidelity bond2022-10-11150000
Participant contributions to plan in this plan year2022-10-1126000
Other expenses paid from plan in this plan year2022-10-110
Other contributions to plan in this plan year2022-10-110
Other income to plan in this plan year2022-10-1128680
Plan net income in this plan year2022-10-1180680
Net assets as of the end of the plan year2022-10-11257953
Net assets as of the beginning of the plan year2022-10-11177273
Employer contributions to plan in this plan year2022-10-1126000
Fees paid to broker by Benefit Provider2022-10-1189

Potentially related plans

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