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EDUCATION RESOURCE STRATEGIES 403B PLAN 401k Plan overview

Plan NameEDUCATION RESOURCE STRATEGIES 403B PLAN
Plan identification number 001

EDUCATION RESOURCE STRATEGIES 403B PLAN Benefits

401k Plan TypeDefined 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock 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

SECURITY LOCK DISTRIBUTORS INC. has sponsored the creation of one or more 401k plans.

Company Name:SECURITY LOCK DISTRIBUTORS INC.
Employer identification number (EIN):201978102
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDUCATION RESOURCE STRATEGIES 403B PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01RENEE HARPER2024-07-31
0012022-01-01RENEE HARPER2023-07-25
0012021-01-01RENEE HARPER2022-07-13
0012020-01-01STEPHANIE HAROULES2021-07-13
0012019-01-01STEPHANIE HAROULES2020-10-13
0012018-01-01STEPHANIE HAROULES2019-07-17
0012017-01-01STEPHANIE HAROULES2018-07-25
0012017-01-01STEPHANIE HAROULES2018-07-25
0012016-01-01STEPHANIE HAROULES2017-10-02
0012016-01-01STEPHANIE HAROULES2017-10-02
0012015-01-01STEPHANIE HAROULES2016-10-04
0012014-01-01CAROL SMITH2015-09-21 CAROL SMITH2015-09-21
0012013-01-01CAROL SMITH2014-10-14 CAROL SMITH2014-10-14
0012012-01-01DONALD HOVEY2013-07-30 DONALD HOVEY2013-07-30
0012011-01-01DONALD HOVEY2012-10-12 DONALD HOVEY2012-10-12
0012010-01-01DONALD HOVEY2011-10-06 DONALD HOVEY2011-10-06

Financial Data on EDUCATION RESOURCE STRATEGIES 403B PLAN

Measure Date Value
2025 : EDUCATION RESOURCE STRATEGIES 403B PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-07-150
Total liabilities as of the beginning of the plan year2025-07-150
Total expenses incurred by plan in this plan year2025-07-151106049
Net assets as of the end of the plan year2025-07-1513645950
Total assets as of the beginning of the plan year2025-07-1511776630
Value of plan covered by a fidelity bond2025-07-151000000
Participant contributions to plan in this plan year2025-07-15962605
Other expenses paid from plan in this plan year2025-07-150
Other contributions to plan in this plan year2025-07-1574187
Other income to plan in this plan year2025-07-151607231
Plan net income in this plan year2025-07-151869320
Net assets as of the end of the plan year2025-07-1513645950
Net assets as of the beginning of the plan year2025-07-1511776630
Employer contributions to plan in this plan year2025-07-15331346
Fees paid to broker by Benefit Provider2025-07-1538429
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-15440
2024 : EDUCATION RESOURCE STRATEGIES 403B PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-07-310
Total liabilities as of the beginning of the plan year2024-07-310
Total expenses incurred by plan in this plan year2024-07-31524313
Net assets as of the end of the plan year2024-07-3111776630
Total assets as of the beginning of the plan year2024-07-319069617
Value of plan covered by a fidelity bond2024-07-311000000
Participant contributions to plan in this plan year2024-07-31980105
Other expenses paid from plan in this plan year2024-07-310
Other contributions to plan in this plan year2024-07-31224968
Other income to plan in this plan year2024-07-311738491
Plan net income in this plan year2024-07-312707013
Net assets as of the end of the plan year2024-07-3111776630
Net assets as of the beginning of the plan year2024-07-319069617
Employer contributions to plan in this plan year2024-07-31287762
Fees paid to broker by Benefit Provider2024-07-3130793
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-31400

Potentially related plans

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