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HOUCHIN COMMUNITY BLOOD BANK MONEY PURCHASE PLAN 401k Plan overview

Plan NameHOUCHIN COMMUNITY BLOOD BANK MONEY PURCHASE PLAN
Plan identification number 002

HOUCHIN COMMUNITY BLOOD BANK MONEY PURCHASE PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HOUCHIN COMMUNITY BLOOD BANK 403B RETIREMENT PLAN has sponsored the creation of one or more 401k plans.

Company Name:HOUCHIN COMMUNITY BLOOD BANK 403B RETIREMENT PLAN
Employer identification number (EIN):951726412
NAIC Classification:621900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOUCHIN COMMUNITY BLOOD BANK MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01LESLEE DUNNIGAN2023-10-02
0022022-01-01LESLEE DUNNIGAN2024-02-20
0022021-01-01TINA FREGEAU2022-10-03 TINA FREGEAU2022-10-03
0022020-01-01TINA FREGEAU2021-10-05
0022019-01-01LISA BURKHART2020-09-09 LISA BURKHART2020-09-09
0022018-01-01KAREN WHITE2019-06-28 KAREN WHITE2019-06-28
0022017-01-01KAREN WHITE2018-03-09 KAREN WHITE2018-03-09
0022016-01-01KAREN WHITE2017-07-12 KAREN WHITE2017-07-12
0022015-01-01KAREN WHITE2017-06-06 KAREN WHITE2017-06-06
0022015-01-01KAREN WHITE2016-04-19 KAREN WHITE2016-04-19
0022014-01-01KAREN WHITE2015-05-21 KAREN WHITE2015-05-21
0022013-01-01KAREN WHITE2014-07-28 KAREN WHITE2014-07-28
0022012-01-01PATI DELPAPA2013-06-25 PATI DELPAPA2013-06-25
0022011-01-01PATI DELPAPA2012-05-22 PATI DELPAPA2012-05-22
0022010-01-01PATI DELPAPA2011-02-02 PATI DELPAPA2011-02-02

Financial Data on HOUCHIN COMMUNITY BLOOD BANK MONEY PURCHASE PLAN

Measure Date Value
2025 : HOUCHIN COMMUNITY BLOOD BANK MONEY PURCHASE PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-01903642
Net assets as of the end of the plan year2025-07-012894943
Total assets as of the beginning of the plan year2025-07-013140593
Value of plan covered by a fidelity bond2025-07-01500000
Value of participant loans at end of plan year2025-07-0177970
Other income to plan in this plan year2025-07-01350815
Plan net income in this plan year2025-07-01-245650
Net assets as of the end of the plan year2025-07-012894943
Net assets as of the beginning of the plan year2025-07-013140593
Value of funding deficiency2025-07-010
Value of employer contributions paid2025-07-01198347
Employer contributions to plan in this plan year2025-07-01307177
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-0121527
2024 : HOUCHIN COMMUNITY BLOOD BANK MONEY PURCHASE PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-02329895
Net assets as of the end of the plan year2024-07-023140593
Total assets as of the beginning of the plan year2024-07-022735720
Value of plan covered by a fidelity bond2024-07-02500000
Value of participant loans at end of plan year2024-07-0259284
Other income to plan in this plan year2024-07-02414433
Plan net income in this plan year2024-07-02404873
Net assets as of the end of the plan year2024-07-023140593
Net assets as of the beginning of the plan year2024-07-022735720
Value of funding deficiency2024-07-020
Value of employer contributions paid2024-07-02336968
Employer contributions to plan in this plan year2024-07-02320335
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-0216710
2022 : HOUCHIN COMMUNITY BLOOD BANK MONEY PURCHASE PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-329,995
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$230,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$222,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$253,695
Value of total assets at end of year2022-12-31$2,735,720
Value of total assets at beginning of year2022-12-31$3,296,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$7,659
Total interest from all sources2022-12-31$3,738
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$80,973
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$80,973
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Participant contributions at end of year2022-12-31$35,716
Participant contributions at beginning of year2022-12-31$41,625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-560,544
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,735,720
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,296,264
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,268,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,902,319
Interest on participant loans2022-12-31$1,722
Interest earned on other investments2022-12-31$2,016
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$431,991
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$352,320
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-668,401
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$253,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$222,890
Contract administrator fees2022-12-31$7,659
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CPA AUDIT GROUP
Accountancy firm EIN2022-12-31814637885
Total expenses incurred by plan in this plan year2022-10-03585078
Net assets as of the end of the plan year2022-10-033296264
Total assets as of the beginning of the plan year2022-10-033470746
Value of plan covered by a fidelity bond2022-10-03500000
Value of participant loans at end of plan year2022-10-0341625
Other expenses paid from plan in this plan year2022-10-0314643
Other income to plan in this plan year2022-10-03410596
Plan net income in this plan year2022-10-03-174482
Net assets as of the end of the plan year2022-10-033296264
Net assets as of the beginning of the plan year2022-10-033470746
Value of funding deficiency2022-10-030
Value of employer contributions paid2022-10-03253653
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-329,995
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$230,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$222,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$253,695
Value of total assets at end of year2022-01-01$2,735,720
Value of total assets at beginning of year2022-01-01$3,296,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$7,659
Total interest from all sources2022-01-01$3,738
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$80,973
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$80,973
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01Yes
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Participant contributions at end of year2022-01-01$35,716
Participant contributions at beginning of year2022-01-01$41,625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-560,544
Value of net assets at end of year (total assets less liabilities)2022-01-01$2,735,720
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$3,296,264
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$2,268,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$2,902,319
Interest on participant loans2022-01-01$1,722
Interest earned on other investments2022-01-01$2,016
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$431,991
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$352,320
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-668,401
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$253,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$222,890
Contract administrator fees2022-01-01$7,659
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-01-01Yes
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01CPA AUDIT GROUP
Accountancy firm EIN2022-01-01814637885

Form 5500 Responses for HOUCHIN COMMUNITY BLOOD BANK MONEY PURCHASE PLAN

2022: HOUCHIN COMMUNITY BLOOD BANK MONEY PURCHASE PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number817075
Policy instance 2
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number994938
Policy instance 3

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