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HOSANNA ERISA 403(B) PLAN 401k Plan overview

Plan NameHOSANNA ERISA 403(B) PLAN
Plan identification number 002

HOSANNA ERISA 403(B) 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.
  • 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

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

Company Name:HOSANNA
Employer identification number (EIN):850223225
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about HOSANNA

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2019-02-19
Company Identification Number: 152739497
Legal Registered Office Address: 320 NW 18TH ST

NEWPORT
United States of America (USA)
97365

More information about HOSANNA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOSANNA ERISA 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01MELVIN MORRIS2023-02-27 MELVIN MORRIS2023-02-27
0022021-01-01MELVIN MORRIS2022-05-17 MELVIN MORRIS2022-05-17
0022020-01-01MELVIN MORRIS2021-07-20 MELVIN MORRIS2021-07-20
0022019-01-01MELVIN MORRIS2020-07-10 MELVIN MORRIS2020-07-10
0022018-01-01MELVIN MORRIS2019-08-19 MELVIN MORRIS2019-08-19
0022017-01-01MELVIN MORRIS2018-08-07 MELVIN MORRIS2018-08-07
0022016-01-01MELVIN MORRIS2017-08-08 MELVIN MORRIS2017-08-08
0022015-01-01MELVIN MORRIS MELVIN MORRIS2016-10-13
0022014-07-01MELVIN MORRIS MELVIN MORRIS2015-10-06

Plan Statistics for HOSANNA ERISA 403(B) PLAN

401k plan membership statisitcs for HOSANNA ERISA 403(B) PLAN

Measure Date Value
2015: HOSANNA ERISA 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01121
Total number of active participants reported on line 7a of the Form 55002015-01-01139
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01140
Number of participants with account balances2015-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HOSANNA ERISA 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01111
Total number of active participants reported on line 7a of the Form 55002014-07-01119
Total of all active and inactive participants2014-07-01119
Total participants2014-07-01119
Number of participants with account balances2014-07-0120

Financial Data on HOSANNA ERISA 403(B) PLAN

Measure Date Value
2015 : HOSANNA ERISA 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$155,986
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$194,628
Value of total assets at end of year2015-12-31$793,602
Value of total assets at beginning of year2015-12-31$637,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$264
Total interest from all sources2015-12-31$219
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$258
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$75,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$117,838
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$8,579
Participant contributions at end of year2015-12-31$4,514
Participant contributions at beginning of year2015-12-31$4,393
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$76,790
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$155,722
Value of net assets at end of year (total assets less liabilities)2015-12-31$793,602
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$637,880
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$789,088
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$624,908
Interest on participant loans2015-12-31$219
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-38,861
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$0
Contract administrator fees2015-12-31$6
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : HOSANNA ERISA 403(B) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$638,043
Total of all expenses incurred2014-12-31$163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$643,101
Value of total assets at end of year2014-12-31$637,880
Value of total assets at beginning of year2014-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$163
Total interest from all sources2014-12-31$105
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$159
Was this plan covered by a fidelity bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$49,258
Participant contributions at end of year2014-12-31$8,579
Participant contributions at beginning of year2014-12-31$0
Participant contributions at end of year2014-12-31$4,393
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$593,843
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$637,880
Value of net assets at end of year (total assets less liabilities)2014-12-31$637,880
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$624,908
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$105
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-5,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contract administrator fees2014-12-31$4
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer

Form 5500 Responses for HOSANNA ERISA 403(B) PLAN

2015: HOSANNA ERISA 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HOSANNA ERISA 403(B) PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01First time form 5500 has been submittedYes
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-GJ4A
Policy instance 1
Insurance contract or identification numberGAP-B2-GJ4A
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $520
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $520
Insurance broker organization code?6
Insurance broker nameUBS FINANCIAL SERVICES, INC.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B2-GJ4A
Policy instance 1
Insurance contract or identification numberGAP-B2-GJ4A
Number of Individuals Covered20
Insurance policy start date2014-07-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $232
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $232
Insurance broker organization code?6
Insurance broker nameUBS FINANCIAL SERVICES, INC.

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