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H & R BLOCK PUERTO RICO RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameH & R BLOCK PUERTO RICO RETIREMENT SAVINGS PLAN
Plan identification number 003

H & R BLOCK PUERTO RICO RETIREMENT 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

H&R BLOCK MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name:H&R BLOCK MANAGEMENT, LLC
Employer identification number (EIN):431632589
NAIC Classification:541213
NAIC Description:Tax Preparation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan H & R BLOCK PUERTO RICO RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-01-01LINDSEY LANZISERO2022-03-14
0032020-01-01MAUREEN TULLY2021-10-07 MAUREEN TULLY2021-10-07
0032019-01-01LINDSEY LANZISERO2020-07-15
0032018-01-01JIM HAYES2019-06-28
0032017-01-01JIM HAYES2018-10-15
0032017-01-01JIM HAYES2018-10-03
0032016-01-01JIM HAYES2017-10-04
0032015-01-01DANIEL WHITE2016-06-22
0032014-01-01DANIEL WHITE2015-07-22
0032013-01-01GINA MONGER2014-07-07
0032012-01-01GINA MONGER2013-07-19
0032011-01-01GINA MONGER2014-07-01
0032010-12-18RYAN GAMBLE2011-10-13

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