Logo

HAPPY VALLEY HOSPITALITY, INC. RETIREMENT PLAN 401k Plan overview

Plan NameHAPPY VALLEY HOSPITALITY, INC. RETIREMENT PLAN
Plan identification number 001

HAPPY VALLEY HOSPITALITY, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

HAPPY VALLEY HOSPITALITY, INC. has sponsored the creation of one or more 401k plans.

Company Name:HAPPY VALLEY HOSPITALITY, INC.
Employer identification number (EIN):863619834
NAIC Classification:721191
NAIC Description:Bed-and-Breakfast Inns

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HAPPY VALLEY HOSPITALITY, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-05-20

Plan Statistics for HAPPY VALLEY HOSPITALITY, INC. RETIREMENT PLAN

401k plan membership statisitcs for HAPPY VALLEY HOSPITALITY, INC. RETIREMENT PLAN

Measure Date Value
2023: HAPPY VALLEY HOSPITALITY, INC. RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-014
Total number of active participants reported on line 7a of the Form 55002023-01-012
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-012
Number of participants with account balances2023-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: HAPPY VALLEY HOSPITALITY, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012
Total number of active participants reported on line 7a of the Form 55002022-01-012
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012
Number of participants with account balances2022-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HAPPY VALLEY HOSPITALITY, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-05-202
Total number of active participants reported on line 7a of the Form 55002021-05-202
Number of retired or separated participants receiving benefits2021-05-200
Number of other retired or separated participants entitled to future benefits2021-05-200
Total of all active and inactive participants2021-05-202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-05-200
Total participants2021-05-202
Number of participants with account balances2021-05-201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-05-200

Financial Data on HAPPY VALLEY HOSPITALITY, INC. RETIREMENT PLAN

Measure Date Value
2023 : HAPPY VALLEY HOSPITALITY, INC. RETIREMENT PLAN 2023 401k financial data
Total income from all sources2023-12-31$411,540
Expenses. Total of all expenses incurred2023-12-31$349
Total plan assets at end of year2023-12-31$822,506
Total plan assets at beginning of year2023-12-31$411,315
Value of fidelity bond covering the plan2023-12-31$100,000
Other income received2023-12-31$411,540
Net income (gross income less expenses)2023-12-31$411,191
Net plan assets at end of year (total assets less liabilities)2023-12-31$822,506
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$411,315
Assets. Value of employer securities2023-12-31$767,496
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$349
2022 : HAPPY VALLEY HOSPITALITY, INC. RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$-555,372
Expenses. Total of all expenses incurred2022-12-31$0
Total plan assets at end of year2022-12-31$411,315
Total plan assets at beginning of year2022-12-31$966,687
Value of fidelity bond covering the plan2022-12-31$100,000
Other income received2022-12-31$-555,372
Net income (gross income less expenses)2022-12-31$-555,372
Net plan assets at end of year (total assets less liabilities)2022-12-31$411,315
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$966,687
Assets. Value of employer securities2022-12-31$380,307
2021 : HAPPY VALLEY HOSPITALITY, INC. RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$966,702
Expenses. Total of all expenses incurred2021-12-31$15
Total plan assets at end of year2021-12-31$966,687
Value of fidelity bond covering the plan2021-12-31$100,000
Contributions received from other sources (not participants or employers)2021-12-31$966,697
Other income received2021-12-31$5
Net income (gross income less expenses)2021-12-31$966,687
Net plan assets at end of year (total assets less liabilities)2021-12-31$966,687
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$0
Assets. Value of employer securities2021-12-31$919,500
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$15

Form 5500 Responses for HAPPY VALLEY HOSPITALITY, INC. RETIREMENT PLAN

2023: HAPPY VALLEY HOSPITALITY, INC. RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: HAPPY VALLEY HOSPITALITY, INC. RETIREMENT 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HAPPY VALLEY HOSPITALITY, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-05-20Type of plan entitySingle employer plan
2021-05-20First time form 5500 has been submittedYes
2021-05-20Submission has been amendedNo
2021-05-20This submission is the final filingNo
2021-05-20This return/report is a short plan year return/report (less than 12 months)Yes
2021-05-20Plan is a collectively bargained planNo
2021-05-20Plan funding arrangement – TrustYes
2021-05-20Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1