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403(B) THRIFT PLAN OF HELP OF OJAI, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF HELP OF OJAI, INC.
Plan identification number 002

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

HELP OF OJAI, INC has sponsored the creation of one or more 401k plans.

Company Name:HELP OF OJAI, INC
Employer identification number (EIN):952872549
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF HELP OF OJAI, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01MEGAN TELFAR2024-10-09
0022022-01-01SHELLEY SEGUINE2023-07-28
0022021-01-01SHELLEY SEGUINE2022-07-29
0022020-01-01SHELLEY SEGUINE2021-07-28
0022019-01-01SHELLEY SEGUINE2020-07-29
0022018-01-01SHELLEY SEGUINE2019-07-31
0022017-01-01SHELLEY SEGUINE2018-07-19 SHELLEY SEGUINE2018-07-19
0022016-01-01SHELLEY SEGUINE2017-07-24 SHELLEY SEGUINE2017-07-24
0022015-01-01CATHY CUMMINS2016-07-13 CATHY CUMMINS2016-07-13
0022014-01-01CATHY CUMMINS2015-10-02 CATHY CUMMINS2015-10-02

Financial Data on 403(B) THRIFT PLAN OF HELP OF OJAI, INC.

Measure Date Value
2025 : 403(B) THRIFT PLAN OF HELP OF OJAI, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-050
Total liabilities as of the end of the plan year2025-09-050
Total liabilities as of the beginning of the plan year2025-09-050
Total expenses incurred by plan in this plan year2025-09-054406
Net assets as of the end of the plan year2025-09-0580148
Total assets as of the beginning of the plan year2025-09-0556534
Value of plan covered by a fidelity bond2025-09-0580000
Participant contributions to plan in this plan year2025-09-0513374
Value of participant loans at end of plan year2025-09-058031
Other expenses paid from plan in this plan year2025-09-050
Other contributions to plan in this plan year2025-09-056634
Other income to plan in this plan year2025-09-058012
Plan net income in this plan year2025-09-0523614
Net assets as of the end of the plan year2025-09-0580148
Net assets as of the beginning of the plan year2025-09-0556534
Employer contributions to plan in this plan year2025-09-050
Fees paid to broker by Benefit Provider2025-09-054
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-0518
2024 : 403(B) THRIFT PLAN OF HELP OF OJAI, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-090
Total liabilities as of the end of the plan year2024-10-090
Total liabilities as of the beginning of the plan year2024-10-090
Total expenses incurred by plan in this plan year2024-10-09255220
Net assets as of the end of the plan year2024-10-0956534
Total assets as of the beginning of the plan year2024-10-09274425
Value of plan covered by a fidelity bond2024-10-0980000
Participant contributions to plan in this plan year2024-10-097800
Other expenses paid from plan in this plan year2024-10-090
Other contributions to plan in this plan year2024-10-090
Other income to plan in this plan year2024-10-0929529
Plan net income in this plan year2024-10-09-217891
Net assets as of the end of the plan year2024-10-0956534
Net assets as of the beginning of the plan year2024-10-09274425
Employer contributions to plan in this plan year2024-10-090
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-090

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