401k Plan data: THE OPEN HEARTH ASSOCIATION 403(B) PLAN plan

THE OPEN HEARTH ASSOCIATION 403(B) PLAN 401k Plan overview

Plan Name	THE OPEN HEARTH ASSOCIATION 403(B) PLAN
Plan identification number	002

THE OPEN HEARTH ASSOCIATION 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
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

THE OPEN HEARTH ASSOCIATION, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE OPEN HEARTH ASSOCIATION, INC.

Employer identification number (EIN): 060646773

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE OPEN HEARTH ASSOCIATION 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 MARILYN ROSSETTI 2013-10-15
002 2011-01-01 MARILYN ROSSETTI
002 2010-01-01 MARILYN ROSSETTI
002 2009-01-01 MUHAMMAD ANSARI

Plan Statistics for THE OPEN HEARTH ASSOCIATION 403(B) PLAN

401k plan membership statisitcs for THE OPEN HEARTH ASSOCIATION 403(B) PLAN

Measure Date Value
2011: THE OPEN HEARTH ASSOCIATION 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 10
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 17
Total of all active and inactive participants 2011-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 29
Number of participants with account balances 2011-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: THE OPEN HEARTH ASSOCIATION 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 14
Number of retired or separated participants receiving benefits 2010-01-01 1
Number of other retired or separated participants entitled to future benefits 2010-01-01 16
Total of all active and inactive participants 2010-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 32
Number of participants with account balances 2010-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 2
2009: THE OPEN HEARTH ASSOCIATION 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 17
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 18
Total of all active and inactive participants 2009-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 37
Number of participants with account balances 2009-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2011: THE OPEN HEARTH ASSOCIATION 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	10
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	17
Total of all active and inactive participants	2011-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	29
Number of participants with account balances	2011-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: THE OPEN HEARTH ASSOCIATION 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	14
Number of retired or separated participants receiving benefits	2010-01-01	1
Number of other retired or separated participants entitled to future benefits	2010-01-01	16
Total of all active and inactive participants	2010-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	32
Number of participants with account balances	2010-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	2
2009: THE OPEN HEARTH ASSOCIATION 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	17
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	18
Total of all active and inactive participants	2009-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	37
Number of participants with account balances	2009-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on THE OPEN HEARTH ASSOCIATION 403(B) PLAN

Measure	Date	Value
2011 : THE OPEN HEARTH ASSOCIATION 403(B) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$3,922
Total income from all sources	2011-12-31	$1,390
Expenses. Total of all expenses incurred	2011-12-31	$46,867
Benefits paid (including direct rollovers)	2011-12-31	$44,651
Total plan assets at end of year	2011-12-31	$280,093
Total plan assets at beginning of year	2011-12-31	$321,648
Other income received	2011-12-31	$1,390
Net income (gross income less expenses)	2011-12-31	$-45,477
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$280,093
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$321,648
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$2,216
2010 : THE OPEN HEARTH ASSOCIATION 403(B) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$25,309
Expenses. Total of all expenses incurred	2010-12-31	$27,985
Benefits paid (including direct rollovers)	2010-12-31	$24,059
Total plan assets at end of year	2010-12-31	$321,648
Total plan assets at beginning of year	2010-12-31	$324,324
Other income received	2010-12-31	$25,309
Net income (gross income less expenses)	2010-12-31	$-2,676
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$321,648
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$324,324
Total contributions received or receivable from employer(s)	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$3,926

Form 5500 Responses for THE OPEN HEARTH ASSOCIATION 403(B) PLAN

2011: THE OPEN HEARTH ASSOCIATION 403(B) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: THE OPEN HEARTH ASSOCIATION 403(B) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: THE OPEN HEARTH ASSOCIATION 403(B) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

053590-D

Policy instance

Insurance contract or identification number	053590-D
Number of Individuals Covered	29
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $3
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

053590-D

Policy instance

Insurance contract or identification number	053590-D
Number of Individuals Covered	32
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $18
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

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Company Name:	THE OPEN HEARTH ASSOCIATION, INC.
Employer identification number (EIN):	060646773
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	MARILYN ROSSETTI	2013-10-15
002	2011-01-01	MARILYN ROSSETTI
002	2010-01-01	MARILYN ROSSETTI
002	2009-01-01	MUHAMMAD ANSARI