401k Plan data: H&R BLOCK SEVERANCE PLAN plan

H&R BLOCK SEVERANCE PLAN 401k Plan overview

Plan Name	H&R BLOCK SEVERANCE PLAN
Plan identification number	509

H&R BLOCK SEVERANCE PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Severance pay

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 SEVERANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
509 2017-01-01
509 2017-01-01 JAMES W. HAYES 2019-04-02
509 2016-01-01 JIM HAYES
509 2015-01-01 JIM HAYES
509 2014-01-01 GINA MONGER
509 2013-01-01 GINA MONGER
509 2012-01-01 GINA MONGER
509 2011-01-01 GINA MONGER
509 2009-01-01 RYAN GAMBLE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
509	2017-01-01
509	2017-01-01	JAMES W. HAYES	2019-04-02
509	2016-01-01	JIM HAYES
509	2015-01-01	JIM HAYES
509	2014-01-01	GINA MONGER
509	2013-01-01	GINA MONGER
509	2012-01-01	GINA MONGER
509	2011-01-01	GINA MONGER
509	2009-01-01	RYAN GAMBLE

Plan Statistics for H&R BLOCK SEVERANCE PLAN

401k plan membership statisitcs for H&R BLOCK SEVERANCE PLAN

Measure Date Value
2017: H&R BLOCK SEVERANCE PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2,175
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1,981
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 1,981
2016: H&R BLOCK SEVERANCE PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2,081
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2,175
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 2,175
2015: H&R BLOCK SEVERANCE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2,045
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2,081
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 2,081
2014: H&R BLOCK SEVERANCE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,975
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2,045
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 2,045
2013: H&R BLOCK SEVERANCE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,884
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,975
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 1,975
2012: H&R BLOCK SEVERANCE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2,314
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,833
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 1,833
2011: H&R BLOCK SEVERANCE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2,864
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2,314
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 2,314
Total participants 2011-01-01 2,314
2009: H&R BLOCK SEVERANCE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3,093
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2,839
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 2,839

Measure	Date	Value
2017: H&R BLOCK SEVERANCE PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2,175
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1,981
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	1,981
2016: H&R BLOCK SEVERANCE PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2,081
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2,175
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	2,175
2015: H&R BLOCK SEVERANCE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2,045
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2,081
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	2,081
2014: H&R BLOCK SEVERANCE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,975
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2,045
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	2,045
2013: H&R BLOCK SEVERANCE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,884
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,975
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	1,975
2012: H&R BLOCK SEVERANCE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2,314
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,833
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	1,833
2011: H&R BLOCK SEVERANCE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2,864
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2,314
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	2,314
Total participants	2011-01-01	2,314
2009: H&R BLOCK SEVERANCE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3,093
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2,839
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	2,839

Form 5500 Responses for H&R BLOCK SEVERANCE PLAN

2017: H&R BLOCK SEVERANCE PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2017-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2016: H&R BLOCK SEVERANCE PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2016-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2015: H&R BLOCK SEVERANCE PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2015-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2014: H&R BLOCK SEVERANCE PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2014-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2013: H&R BLOCK SEVERANCE PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2013-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2012: H&R BLOCK SEVERANCE PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2011: H&R BLOCK SEVERANCE PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2009: H&R BLOCK SEVERANCE PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-01-01	Plan benefit arrangement – General assets of the sponsor	Yes

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

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