ACTION HOUSING, INC. has sponsored the creation of one or more 401k plans.
Additional information about ACTION HOUSING, INC.
Submission information for form 5500 for 401k plan ACTION-HOUSING, INC. EMPLOYEE RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2023 : ACTION-HOUSING, INC. EMPLOYEE RETIREMENT PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $798,455 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $462,157 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $445,598 |
| Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $122 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $281,359 |
| Value of total assets at end of year | 2023-12-31 | $4,239,049 |
| Value of total assets at beginning of year | 2023-12-31 | $3,902,751 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $16,437 |
| Total interest from all sources | 2023-12-31 | $6,531 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $119,739 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $119,739 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Participant contributions at end of year | 2023-12-31 | $86,762 |
| Participant contributions at beginning of year | 2023-12-31 | $68,170 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $336,298 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $4,239,049 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $3,902,751 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $8,480 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $3,618,301 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $3,045,551 |
| Interest on participant loans | 2023-12-31 | $6,531 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $499,737 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $755,317 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $390,826 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $281,359 |
| Employer contributions (assets) at end of year | 2023-12-31 | $34,249 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $33,713 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $445,598 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | GOFF BACKA ALFERA & COMPANY, LLC |
| Accountancy firm EIN | 2023-12-31 | 251871184 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $798,455 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $462,157 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $445,598 |
| Expenses. Certain deemed distributions of participant loans | 2023-01-01 | $122 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $281,359 |
| Value of total assets at end of year | 2023-01-01 | $4,239,049 |
| Value of total assets at beginning of year | 2023-01-01 | $3,902,751 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $16,437 |
| Total interest from all sources | 2023-01-01 | $6,531 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $119,739 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $119,739 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Participant contributions at end of year | 2023-01-01 | $86,762 |
| Participant contributions at beginning of year | 2023-01-01 | $68,170 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $336,298 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $4,239,049 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $3,902,751 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $8,480 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $3,618,301 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $3,045,551 |
| Interest on participant loans | 2023-01-01 | $6,531 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $499,737 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $755,317 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $390,826 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $281,359 |
| Employer contributions (assets) at end of year | 2023-01-01 | $34,249 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $33,713 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $445,598 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | GOFF BACKA ALFERA & COMPANY, LLC |
| Accountancy firm EIN | 2023-01-01 | 251871184 |
