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AVONDALE HOUSE 401(K) SAVINGS PLAN 401k Plan overview

Plan NameAVONDALE HOUSE 401(K) SAVINGS PLAN
Plan identification number 002

AVONDALE HOUSE 401(K) SAVINGS PLAN 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

AVONDALE HOUSE has sponsored the creation of one or more 401k plans.

Company Name:AVONDALE HOUSE
Employer identification number (EIN):741865489
NAIC Classification:611000

Additional information about AVONDALE HOUSE

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1980-03-04
Company Identification Number: 0051175901
Legal Registered Office Address: 3737 OMEARA DR

HOUSTON
United States of America (USA)
77025

More information about AVONDALE HOUSE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AVONDALE HOUSE 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01STEVE VETRANO2022-10-05
0022020-01-01STEVE VETRANO2021-10-11
0022019-01-01
0022018-01-01ROCHELLE L. WORTHINGTON2019-09-23
0022017-01-01
0022016-01-01ROCHELLE L. WORTHINGTON2017-07-06
0022015-01-01ROCHELLE L. WORTHINGTON2016-09-11
0022014-01-01ROCHELLE WORTHINGTON2015-06-26
0022013-01-01BARBARA BOYETT2014-06-03
0022012-01-01AVONDALE HOUSE2013-07-16
0022011-01-01BARBARA BOYETT2012-06-01
0022010-01-01AVONDALE HOUSE2011-07-11

Plan Statistics for AVONDALE HOUSE 401(K) SAVINGS PLAN

401k plan membership statisitcs for AVONDALE HOUSE 401(K) SAVINGS PLAN

Measure Date Value
2021: AVONDALE HOUSE 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01108
Total number of active participants reported on line 7a of the Form 55002021-01-0179
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0179
Number of participants with account balances2021-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: AVONDALE HOUSE 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0185
Total number of active participants reported on line 7a of the Form 55002020-01-01108
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01108
Number of participants with account balances2020-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: AVONDALE HOUSE 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0172
Total number of active participants reported on line 7a of the Form 55002019-01-0185
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0185
Number of participants with account balances2019-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010

Financial Data on AVONDALE HOUSE 401(K) SAVINGS PLAN

Measure Date Value
2021 : AVONDALE HOUSE 401(K) SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$354,696
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$68,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$62,268
Expenses. Certain deemed distributions of participant loans2021-12-31$6,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$267,144
Value of total assets at end of year2021-12-31$1,914,678
Value of total assets at beginning of year2021-12-31$1,628,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$1,246
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$150,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$166,774
Participant contributions at end of year2021-12-31$26,788
Participant contributions at beginning of year2021-12-31$26,781
Participant contributions at end of year2021-12-31$5,436
Participant contributions at beginning of year2021-12-31$13,568
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,336
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$285,832
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,914,678
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,628,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$531,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,171
Value of interest in pooled separate accounts at end of year2021-12-31$1,347,683
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,577,263
Income. Interest from loans (other than to participants)2021-12-31$1,246
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$86,306
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$98,034
Employer contributions (assets) at end of year2021-12-31$3,496
Employer contributions (assets) at beginning of year2021-12-31$8,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$62,268
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CALVETTI FERGUSON, LLC
Accountancy firm EIN2021-12-31134255527
2020 : AVONDALE HOUSE 401(K) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$559,753
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$206,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$206,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$216,710
Value of total assets at end of year2020-12-31$1,607,215
Value of total assets at beginning of year2020-12-31$1,254,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$375
Total interest from all sources2020-12-31$1,398
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$150,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$135,314
Participant contributions at end of year2020-12-31$26,781
Participant contributions at beginning of year2020-12-31$15,637
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$352,808
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,607,215
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,254,407
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$375
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$103,096
Value of interest in pooled separate accounts at end of year2020-12-31$1,577,263
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,135,674
Income. Interest from loans (other than to participants)2020-12-31$1,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$341,645
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$81,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$206,570
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CALVETTI FERGUSON, LLC
Accountancy firm EIN2020-12-31134255527
2019 : AVONDALE HOUSE 401(K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$370,778
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$182,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$137,940
Expenses. Certain deemed distributions of participant loans2019-12-31$41,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$182,737
Value of total assets at end of year2019-12-31$1,254,407
Value of total assets at beginning of year2019-12-31$1,065,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,724
Total interest from all sources2019-12-31$2,050
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$25,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$110,505
Participant contributions at end of year2019-12-31$15,637
Participant contributions at beginning of year2019-12-31$39,660
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$188,566
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,254,407
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,065,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$103,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$187,606
Value of interest in pooled separate accounts at end of year2019-12-31$1,135,674
Value of interest in pooled separate accounts at beginning of year2019-12-31$838,575
Interest on participant loans2019-12-31$2,050
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$185,991
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$72,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$137,940
Contract administrator fees2019-12-31$2,724
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CALVETTI FERGUSON
Accountancy firm EIN2019-12-31134255527

Form 5500 Responses for AVONDALE HOUSE 401(K) SAVINGS PLAN

2021: AVONDALE HOUSE 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AVONDALE HOUSE 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AVONDALE HOUSE 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number465-88804
Policy instance 1
Insurance contract or identification number465-88804
Number of Individuals Covered53
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,985
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,985
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number465-88804
Policy instance 1
Insurance contract or identification number465-88804
Number of Individuals Covered71
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $252
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $252
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-835187
Policy instance 1
Insurance contract or identification numberGA-835187
Number of Individuals Covered45
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,038
Total amount of fees paid to insurance companyUSD $556
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,146
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER
Insurance broker organization code?3

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