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CATHOLIC CHARITIES NEW HAMPSHIRE 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameCATHOLIC CHARITIES NEW HAMPSHIRE 401(K) RETIREMENT PLAN
Plan identification number 004

CATHOLIC CHARITIES NEW HAMPSHIRE 401(K) RETIREMENT 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.

401k Sponsoring company profile

NEW HAMPSHIRE CATHOLIC CHARITIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:NEW HAMPSHIRE CATHOLIC CHARITIES, INC.
Employer identification number (EIN):020222163
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CATHOLIC CHARITIES NEW HAMPSHIRE 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01DAVID TWITCHELL
0042016-01-01DAVID TWITCHELL
0042015-01-01DAVID TWITCHELL
0042014-01-01DAVID TWITCHELL
0042013-01-01DOMINIQUE A. RUST
0042012-01-01DOMINIQUE RUST
0042011-01-01DOMINIQUE A. RUST
0042010-01-01DOMINIQUE A RUST
0042009-01-01DOMINIQUE RUST

Plan Statistics for CATHOLIC CHARITIES NEW HAMPSHIRE 401(K) RETIREMENT PLAN

401k plan membership statisitcs for CATHOLIC CHARITIES NEW HAMPSHIRE 401(K) RETIREMENT PLAN

Measure Date Value
2023: CATHOLIC CHARITIES NEW HAMPSHIRE 401(K) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01841
Total number of active participants reported on line 7a of the Form 55002023-01-01495
Number of retired or separated participants receiving benefits2023-01-0111
Number of other retired or separated participants entitled to future benefits2023-01-01254
Total of all active and inactive participants2023-01-01760
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01760
Number of participants with account balances2023-01-01748
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: CATHOLIC CHARITIES NEW HAMPSHIRE 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01799
Total number of active participants reported on line 7a of the Form 55002022-01-01502
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01339
Total of all active and inactive participants2022-01-01841
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01841
Number of participants with account balances2022-01-01839
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CATHOLIC CHARITIES NEW HAMPSHIRE 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01884
Total number of active participants reported on line 7a of the Form 55002021-01-01488
Number of retired or separated participants receiving benefits2021-01-0110
Number of other retired or separated participants entitled to future benefits2021-01-01299
Total of all active and inactive participants2021-01-01797
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01799
Number of participants with account balances2021-01-01796
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CATHOLIC CHARITIES NEW HAMPSHIRE 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01870
Total number of active participants reported on line 7a of the Form 55002020-01-01544
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01315
Total of all active and inactive participants2020-01-01859
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01862
Number of participants with account balances2020-01-01862
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CATHOLIC CHARITIES NEW HAMPSHIRE 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01834
Total number of active participants reported on line 7a of the Form 55002019-01-01546
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01287
Total of all active and inactive participants2019-01-01833
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01834
Number of participants with account balances2019-01-01831
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CATHOLIC CHARITIES NEW HAMPSHIRE 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01900
Total number of active participants reported on line 7a of the Form 55002018-01-01591
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01204
Total of all active and inactive participants2018-01-01795
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01796
Number of participants with account balances2018-01-01793
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CATHOLIC CHARITIES NEW HAMPSHIRE 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01826
Total number of active participants reported on line 7a of the Form 55002017-01-01592
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01261
Total of all active and inactive participants2017-01-01853
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01853
Number of participants with account balances2017-01-01853
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CATHOLIC CHARITIES NEW HAMPSHIRE 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,215
Total number of active participants reported on line 7a of the Form 55002016-01-01611
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01183
Total of all active and inactive participants2016-01-01794
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01794
Number of participants with account balances2016-01-01794
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CATHOLIC CHARITIES NEW HAMPSHIRE 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,192
Total number of active participants reported on line 7a of the Form 55002015-01-01597
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01580
Total of all active and inactive participants2015-01-011,177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-011,179
Number of participants with account balances2015-01-011,179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CATHOLIC CHARITIES NEW HAMPSHIRE 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,232
Total number of active participants reported on line 7a of the Form 55002014-01-01640
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01509
Total of all active and inactive participants2014-01-011,149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-011,151
Number of participants with account balances2014-01-011,150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CATHOLIC CHARITIES NEW HAMPSHIRE 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,204
Total number of active participants reported on line 7a of the Form 55002013-01-01668
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01530
Total of all active and inactive participants2013-01-011,198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-011,199
Number of participants with account balances2013-01-011,199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CATHOLIC CHARITIES NEW HAMPSHIRE 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,198
Total number of active participants reported on line 7a of the Form 55002012-01-01686
Number of retired or separated participants receiving benefits2012-01-0142
Number of other retired or separated participants entitled to future benefits2012-01-01435
Total of all active and inactive participants2012-01-011,163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-011,164
Number of participants with account balances2012-01-011,162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CATHOLIC CHARITIES NEW HAMPSHIRE 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,124
Total number of active participants reported on line 7a of the Form 55002011-01-01716
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01452
Total of all active and inactive participants2011-01-011,168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,169
Number of participants with account balances2011-01-011,167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CATHOLIC CHARITIES NEW HAMPSHIRE 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,077
Total number of active participants reported on line 7a of the Form 55002010-01-01713
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01382
Total of all active and inactive participants2010-01-011,095
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-011,096
Number of participants with account balances2010-01-011,095
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CATHOLIC CHARITIES NEW HAMPSHIRE 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,031
Total number of active participants reported on line 7a of the Form 55002009-01-01761
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01316
Total of all active and inactive participants2009-01-011,077
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,077
Number of participants with account balances2009-01-011,075
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CATHOLIC CHARITIES NEW HAMPSHIRE 401(K) RETIREMENT PLAN

Measure Date Value
2022 : CATHOLIC CHARITIES NEW HAMPSHIRE 401(K) RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,163,477
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,611,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,573,386
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,892,105
Value of total assets at end of year2022-12-31$20,530,169
Value of total assets at beginning of year2022-12-31$24,305,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$38,273
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$12,210
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$909,712
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$909,712
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,052,829
Participant contributions at end of year2022-12-31$258,809
Participant contributions at beginning of year2022-12-31$202,522
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$12,443
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$22,500
Administrative expenses (other) incurred2022-12-31$38,273
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-3,775,136
Value of net assets at end of year (total assets less liabilities)2022-12-31$20,530,169
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$24,305,305
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$17,919,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$21,641,465
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$12,199
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$2,341,247
Value of interest in common/collective trusts at beginning of year2022-12-31$2,434,971
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$10,244
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$26,347
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$26,347
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$11
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,043,015
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$43,011
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$826,833
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,573,386
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER, NEWMAN & NOYES LLC
Accountancy firm EIN2022-12-31010494526
2021 : CATHOLIC CHARITIES NEW HAMPSHIRE 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,750,346
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,145,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,096,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,697,158
Value of total assets at end of year2021-12-31$24,305,305
Value of total assets at beginning of year2021-12-31$21,700,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$48,748
Total interest from all sources2021-12-31$12,259
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,704,195
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,704,195
Administrative expenses professional fees incurred2021-12-31$48,748
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$971,665
Participant contributions at end of year2021-12-31$202,522
Participant contributions at beginning of year2021-12-31$236,064
Other income not declared elsewhere2021-12-31$26,396
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,605,077
Value of net assets at end of year (total assets less liabilities)2021-12-31$24,305,305
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$21,700,228
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$21,641,465
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$19,344,229
Interest on participant loans2021-12-31$12,258
Value of interest in common/collective trusts at end of year2021-12-31$2,434,971
Value of interest in common/collective trusts at beginning of year2021-12-31$2,113,968
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$26,347
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$5,967
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$5,967
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,272,456
Net investment gain or loss from common/collective trusts2021-12-31$37,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$725,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,096,521
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER, NEWMAN & NOYES LLC
Accountancy firm EIN2021-12-31010494526
2020 : CATHOLIC CHARITIES NEW HAMPSHIRE 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,427,644
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,539,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,494,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,720,590
Value of total assets at end of year2020-12-31$21,700,228
Value of total assets at beginning of year2020-12-31$19,811,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$44,815
Total interest from all sources2020-12-31$15,557
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,101,210
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,101,210
Administrative expenses professional fees incurred2020-12-31$44,815
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$920,083
Participant contributions at end of year2020-12-31$236,064
Participant contributions at beginning of year2020-12-31$249,209
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$13,527
Other income not declared elsewhere2020-12-31$25,288
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,888,387
Value of net assets at end of year (total assets less liabilities)2020-12-31$21,700,228
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$19,811,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$19,344,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$17,540,354
Interest on participant loans2020-12-31$15,463
Value of interest in common/collective trusts at end of year2020-12-31$2,113,968
Value of interest in common/collective trusts at beginning of year2020-12-31$2,013,500
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$5,967
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$8,778
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$8,778
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$94
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,551,673
Net investment gain or loss from common/collective trusts2020-12-31$13,326
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$786,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,494,442
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER, NEWMAN & NOYES LLC
Accountancy firm EIN2020-12-31010494526
2019 : CATHOLIC CHARITIES NEW HAMPSHIRE 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,866,402
Total income from all sources (including contributions)2019-12-31$4,866,402
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,285,476
Total of all expenses incurred2019-12-31$1,285,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,234,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,234,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,495,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,495,455
Value of total assets at end of year2019-12-31$19,811,841
Value of total assets at end of year2019-12-31$19,811,841
Value of total assets at beginning of year2019-12-31$16,230,915
Value of total assets at beginning of year2019-12-31$16,230,915
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$51,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$51,106
Total interest from all sources2019-12-31$16,075
Total interest from all sources2019-12-31$16,075
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$818,821
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$818,821
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$818,821
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$818,821
Administrative expenses professional fees incurred2019-12-31$51,106
Administrative expenses professional fees incurred2019-12-31$51,106
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$761,571
Contributions received from participants2019-12-31$761,571
Participant contributions at end of year2019-12-31$249,209
Participant contributions at end of year2019-12-31$249,209
Participant contributions at beginning of year2019-12-31$261,958
Participant contributions at beginning of year2019-12-31$261,958
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,606
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,606
Other income not declared elsewhere2019-12-31$33,730
Other income not declared elsewhere2019-12-31$33,730
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,580,926
Value of net income/loss2019-12-31$3,580,926
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,811,841
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,811,841
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,230,915
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,230,915
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$17,540,354
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$17,540,354
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,748,180
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,748,180
Interest on participant loans2019-12-31$15,916
Interest on participant loans2019-12-31$15,916
Value of interest in common/collective trusts at end of year2019-12-31$2,013,500
Value of interest in common/collective trusts at end of year2019-12-31$2,013,500
Value of interest in common/collective trusts at beginning of year2019-12-31$2,212,498
Value of interest in common/collective trusts at beginning of year2019-12-31$2,212,498
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$8,778
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$8,778
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$8,279
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$8,279
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$8,279
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$8,279
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$159
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$159
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,470,170
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,470,170
Net investment gain or loss from common/collective trusts2019-12-31$32,151
Net investment gain or loss from common/collective trusts2019-12-31$32,151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$728,278
Contributions received in cash from employer2019-12-31$728,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,234,370
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,234,370
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BAKER, NEWMAN & NOYES LLC
Accountancy firm name2019-12-31BAKER, NEWMAN & NOYES LLC
Accountancy firm EIN2019-12-31010494526
Accountancy firm EIN2019-12-31010494526
2018 : CATHOLIC CHARITIES NEW HAMPSHIRE 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$19,538
Total income from all sources (including contributions)2018-12-31$683,703
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,058,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,004,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,502,651
Value of total assets at end of year2018-12-31$16,230,915
Value of total assets at beginning of year2018-12-31$17,624,902
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$53,343
Total interest from all sources2018-12-31$16,839
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$926,278
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$926,278
Administrative expenses professional fees incurred2018-12-31$53,343
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$703,710
Participant contributions at end of year2018-12-31$261,958
Participant contributions at beginning of year2018-12-31$303,589
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$74,602
Other income not declared elsewhere2018-12-31$29,134
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,374,449
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,230,915
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$17,605,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$13,748,180
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$15,391,864
Interest on participant loans2018-12-31$16,699
Value of interest in common/collective trusts at end of year2018-12-31$2,212,498
Value of interest in common/collective trusts at beginning of year2018-12-31$1,919,516
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$8,279
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$9,933
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$9,933
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$140
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,817,999
Net investment gain or loss from common/collective trusts2018-12-31$26,800
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$724,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,004,809
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$19,538
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BAKER, NEWMAN & NOYES LLC
Accountancy firm EIN2018-12-31010494526
2017 : CATHOLIC CHARITIES NEW HAMPSHIRE 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$19,538
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,968,380
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,313,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,273,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,628,582
Value of total assets at end of year2017-12-31$17,624,902
Value of total assets at beginning of year2017-12-31$14,950,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$40,442
Total interest from all sources2017-12-31$15,337
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$598,363
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$598,363
Administrative expenses professional fees incurred2017-12-31$40,442
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$660,368
Participant contributions at end of year2017-12-31$303,589
Participant contributions at beginning of year2017-12-31$267,141
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$250,580
Other income not declared elsewhere2017-12-31$30,417
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,654,833
Value of net assets at end of year (total assets less liabilities)2017-12-31$17,605,364
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$14,950,531
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$15,391,864
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$14,683,390
Interest on participant loans2017-12-31$15,276
Value of interest in common/collective trusts at end of year2017-12-31$1,919,516
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$9,933
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$61
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,673,990
Net investment gain or loss from common/collective trusts2017-12-31$21,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$717,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,273,105
Liabilities. Value of benefit claims payable at end of year2017-12-31$19,538
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BAKER, NEWMAN & NOYES LLC
Accountancy firm EIN2017-12-31010494526
2016 : CATHOLIC CHARITIES NEW HAMPSHIRE 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,869,338
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,639,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,569,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,804,759
Value of total assets at end of year2016-12-31$14,950,531
Value of total assets at beginning of year2016-12-31$14,721,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$70,485
Total interest from all sources2016-12-31$15,139
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$410,602
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$410,602
Administrative expenses professional fees incurred2016-12-31$70,483
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$611,254
Participant contributions at end of year2016-12-31$267,141
Participant contributions at beginning of year2016-12-31$324,705
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$477,492
Other income not declared elsewhere2016-12-31$26,228
Administrative expenses (other) incurred2016-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$229,436
Value of net assets at end of year (total assets less liabilities)2016-12-31$14,950,531
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,721,095
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$14,683,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$14,396,390
Interest on participant loans2016-12-31$15,139
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$612,610
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$716,013
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,569,417
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31HOWE, RILEY & HOWE, PLLC
Accountancy firm EIN2016-12-31203985821
2015 : CATHOLIC CHARITIES NEW HAMPSHIRE 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,445,857
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,570,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,533,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,499,301
Value of total assets at end of year2015-12-31$14,721,095
Value of total assets at beginning of year2015-12-31$14,845,480
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$36,911
Total interest from all sources2015-12-31$17,884
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$784,650
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$784,650
Administrative expenses professional fees incurred2015-12-31$36,905
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$674,882
Participant contributions at end of year2015-12-31$324,705
Participant contributions at beginning of year2015-12-31$367,937
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$130,583
Other income not declared elsewhere2015-12-31$34,365
Administrative expenses (other) incurred2015-12-31$6
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-124,385
Value of net assets at end of year (total assets less liabilities)2015-12-31$14,721,095
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,845,480
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$14,396,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$14,477,543
Interest on participant loans2015-12-31$17,884
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-890,343
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$693,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,533,331
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31HOWE, RILEY & HOWE, PLLC
Accountancy firm EIN2015-12-31203985821
2014 : CATHOLIC CHARITIES NEW HAMPSHIRE 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,193,230
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,532,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,514,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,447,418
Value of total assets at end of year2014-12-31$14,845,480
Value of total assets at beginning of year2014-12-31$14,184,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$18,107
Total interest from all sources2014-12-31$14,473
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$551,247
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$551,247
Administrative expenses professional fees incurred2014-12-31$18,107
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$702,245
Participant contributions at end of year2014-12-31$367,937
Participant contributions at beginning of year2014-12-31$243,174
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$34,572
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$660,697
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,845,480
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,184,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$14,477,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$13,941,609
Interest on participant loans2014-12-31$14,473
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$180,092
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$710,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,514,426
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31HOWE, RILEY & HOWE, PLLC
Accountancy firm EIN2014-12-31203985821
2013 : CATHOLIC CHARITIES NEW HAMPSHIRE 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,664,413
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,256,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,245,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,520,959
Value of total assets at end of year2013-12-31$14,184,783
Value of total assets at beginning of year2013-12-31$11,776,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$10,309
Total interest from all sources2013-12-31$13,534
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$333,743
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$333,743
Administrative expenses professional fees incurred2013-12-31$10,309
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$729,692
Participant contributions at end of year2013-12-31$243,174
Participant contributions at beginning of year2013-12-31$264,853
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$62,833
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,408,111
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,184,783
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,776,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$13,941,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,511,819
Interest on participant loans2013-12-31$13,534
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,796,177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$728,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,245,993
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31HOWE, RILEY & HOWE, PLLC
Accountancy firm EIN2013-12-31203985821
2012 : CATHOLIC CHARITIES NEW HAMPSHIRE 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,622,087
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$640,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$628,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,500,984
Value of total assets at end of year2012-12-31$11,776,672
Value of total assets at beginning of year2012-12-31$9,794,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$12,018
Total interest from all sources2012-12-31$10,206
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$236,713
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$236,713
Administrative expenses professional fees incurred2012-12-31$12,018
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$743,467
Participant contributions at end of year2012-12-31$264,853
Participant contributions at beginning of year2012-12-31$183,140
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$48,340
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,981,831
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,776,672
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,794,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,511,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,611,701
Interest on participant loans2012-12-31$10,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$874,184
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$709,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$628,238
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31HOWE, RILEY & HOWE, PLLC
Accountancy firm EIN2012-12-31203985821
2011 : CATHOLIC CHARITIES NEW HAMPSHIRE 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,502,981
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$696,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$686,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,657,167
Value of total assets at end of year2011-12-31$9,794,841
Value of total assets at beginning of year2011-12-31$7,988,831
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,345
Total interest from all sources2011-12-31$8,663
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$155,375
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$155,375
Administrative expenses professional fees incurred2011-12-31$10,295
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$746,654
Participant contributions at end of year2011-12-31$183,140
Participant contributions at beginning of year2011-12-31$164,453
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,202,654
Other income not declared elsewhere2011-12-31$132
Administrative expenses (other) incurred2011-12-31$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,806,010
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,794,841
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,988,831
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,611,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,824,378
Interest on participant loans2011-12-31$8,663
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-318,356
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$707,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$686,626
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31HOWE, RILEY & HOWE, PLLC
Accountancy firm EIN2011-12-31203985821
2010 : CATHOLIC CHARITIES NEW HAMPSHIRE 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,313,792
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$395,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$385,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,524,106
Value of total assets at end of year2010-12-31$7,988,831
Value of total assets at beginning of year2010-12-31$6,070,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10,180
Total interest from all sources2010-12-31$6,004
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$108,341
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$108,341
Administrative expenses professional fees incurred2010-12-31$10,180
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$789,538
Participant contributions at end of year2010-12-31$164,453
Participant contributions at beginning of year2010-12-31$108,198
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,872
Other income not declared elsewhere2010-12-31$-231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,917,873
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,988,831
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,070,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$7,824,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,962,760
Interest on participant loans2010-12-31$6,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$675,572
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$732,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$385,739
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31HOWE, RILEY & HOWE PLLC
Accountancy firm EIN2010-12-31203985821
2009 : CATHOLIC CHARITIES NEW HAMPSHIRE 401(K) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CATHOLIC CHARITIES NEW HAMPSHIRE 401(K) RETIREMENT PLAN

2023: CATHOLIC CHARITIES NEW HAMPSHIRE 401(K) 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: CATHOLIC CHARITIES NEW HAMPSHIRE 401(K) 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: CATHOLIC CHARITIES NEW HAMPSHIRE 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CATHOLIC CHARITIES NEW HAMPSHIRE 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CATHOLIC CHARITIES NEW HAMPSHIRE 401(K) RETIREMENT 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
2018: CATHOLIC CHARITIES NEW HAMPSHIRE 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CATHOLIC CHARITIES NEW HAMPSHIRE 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CATHOLIC CHARITIES NEW HAMPSHIRE 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CATHOLIC CHARITIES NEW HAMPSHIRE 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CATHOLIC CHARITIES NEW HAMPSHIRE 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CATHOLIC CHARITIES NEW HAMPSHIRE 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CATHOLIC CHARITIES NEW HAMPSHIRE 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CATHOLIC CHARITIES NEW HAMPSHIRE 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CATHOLIC CHARITIES NEW HAMPSHIRE 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CATHOLIC CHARITIES NEW HAMPSHIRE 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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