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ATHENS AREA HABITAT FOR HUMANITY 403(B) PLAN 401k Plan overview

Plan NameATHENS AREA HABITAT FOR HUMANITY 403(B) PLAN
Plan identification number 001

ATHENS AREA HABITAT FOR HUMANITY 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

ATHENS AREA HABITAT FOR HUMANITY has sponsored the creation of one or more 401k plans.

Company Name:ATHENS AREA HABITAT FOR HUMANITY
Employer identification number (EIN):814320703
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ATHENS AREA HABITAT FOR HUMANITY 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CHARLES SMITH2024-10-11
0012022-01-01SPENCER FRYE2023-10-13 SPENCER FRYE2023-10-13
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01SANDRA R. TURNER, ERPA2019-10-11 SANDRA R. TURNER, ERPA2019-10-11
0012017-01-01SANDRA R. TURNER, ERPA2018-10-15 SANDRA R. TURNER, ERPA2018-10-15

Plan Statistics for ATHENS AREA HABITAT FOR HUMANITY 403(B) PLAN

401k plan membership statisitcs for ATHENS AREA HABITAT FOR HUMANITY 403(B) PLAN

Measure Date Value
2025: ATHENS AREA HABITAT FOR HUMANITY 403(B) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-2631
Total number of particpants at end of year2025-09-2628
Number of Participants With Account Balances2025-09-2628
2024: ATHENS AREA HABITAT FOR HUMANITY 403(B) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-1129
Total number of particpants at end of year2024-10-1131
Number of Participants With Account Balances2024-10-1129
2022: ATHENS AREA HABITAT FOR HUMANITY 403(B) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-09-0122
Total number of particpants at end of year2022-09-0134
Number of Participants With Account Balances2022-09-0122
2019: ATHENS AREA HABITAT FOR HUMANITY 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0122
Total number of active participants reported on line 7a of the Form 55002019-01-0118
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0118
Number of participants with account balances2019-01-0118

Financial Data on ATHENS AREA HABITAT FOR HUMANITY 403(B) PLAN

Measure Date Value
2025 : ATHENS AREA HABITAT FOR HUMANITY 403(B) PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-09-260
Total expenses incurred by plan in this plan year2025-09-268750
Net assets as of the end of the plan year2025-09-26227007
Total assets as of the beginning of the plan year2025-09-26155892
Value of plan covered by a fidelity bond2025-09-261000000
Participant contributions to plan in this plan year2025-09-2640141
Other income to plan in this plan year2025-09-2621716
Plan net income in this plan year2025-09-2671115
Net assets as of the end of the plan year2025-09-26227007
Net assets as of the beginning of the plan year2025-09-26155892
Employer contributions to plan in this plan year2025-09-2618008
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-261169
2024 : ATHENS AREA HABITAT FOR HUMANITY 403(B) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-117460
Total liabilities as of the beginning of the plan year2024-10-110
Total expenses incurred by plan in this plan year2024-10-113099
Net assets as of the end of the plan year2024-10-11155892
Total assets as of the beginning of the plan year2024-10-11105256
Value of plan covered by a fidelity bond2024-10-111000000
Participant contributions to plan in this plan year2024-10-1133120
Other income to plan in this plan year2024-10-1113155
Plan net income in this plan year2024-10-1143176
Net assets as of the end of the plan year2024-10-11155892
Net assets as of the beginning of the plan year2024-10-11105256
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-11674
2022 : ATHENS AREA HABITAT FOR HUMANITY 403(B) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-0111935
Net assets as of the end of the plan year2022-09-01115423
Total assets as of the beginning of the plan year2022-09-0194474
Participant contributions to plan in this plan year2022-09-0120423
Other income to plan in this plan year2022-09-0112461
Plan net income in this plan year2022-09-0120949
Net assets as of the end of the plan year2022-09-01115423
Net assets as of the beginning of the plan year2022-09-0194474
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-01779
2019 : ATHENS AREA HABITAT FOR HUMANITY 403(B) PLAN 2019 401k financial data
Total income from all sources2019-12-31$45,374
Expenses. Total of all expenses incurred2019-12-31$15,699
Benefits paid (including direct rollovers)2019-12-31$14,269
Total plan assets at end of year2019-12-31$129,219
Total plan assets at beginning of year2019-12-31$99,544
Total contributions received or receivable from participants2019-12-31$12,479
Other income received2019-12-31$20,725
Net income (gross income less expenses)2019-12-31$29,675
Net plan assets at end of year (total assets less liabilities)2019-12-31$129,219
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$99,544
Total contributions received or receivable from employer(s)2019-12-31$12,170
Value of certain deemed distributions of participant loans2019-12-31$1,430

Form 5500 Responses for ATHENS AREA HABITAT FOR HUMANITY 403(B) PLAN

2019: ATHENS AREA HABITAT FOR HUMANITY 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THRIVENT FINANCIAL FOR LUTHERANS (National Association of Insurance Commissioners NAIC id number: 57126 )
Policy contract number
Policy instance 1

Potentially related plans

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