401k Plan data: MOUNT SAINT JOHN, INC. RETIREMENT PLAN plan

MOUNT SAINT JOHN, INC. RETIREMENT PLAN 401k Plan overview

Plan Name	MOUNT SAINT JOHN, INC. RETIREMENT PLAN
Plan identification number	002

MOUNT SAINT JOHN, INC. RETIREMENT PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing 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

MOUNT SAINT JOHN, INC. has sponsored the creation of one or more 401k plans.

Company Name: MOUNT SAINT JOHN, INC.

Employer identification number (EIN): 060660014

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOUNT SAINT JOHN, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-07-01 WILLIAM RUSSELL 2021-07-26
002 2019-07-01 WILLIAM RUSSELL 2020-11-30
002 2018-07-01 WILLIAM RUSSELL 2020-04-01
002 2017-07-01 PAMELA POTEMRI 2019-02-25
002 2016-07-01
002 2015-07-01
002 2014-07-01
002 2013-07-01 KATHY C. WHITE 2015-03-13
002 2012-07-01 KATHY C. WHITE
002 2011-07-01 KATHY C. WHITE
002 2010-07-01 KATHY C. WHITE
002 2009-07-01 DOUGLAS DECERBO
002 2009-07-01 KATHY C. WHITE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2020-07-01	WILLIAM RUSSELL	2021-07-26
002	2019-07-01	WILLIAM RUSSELL	2020-11-30
002	2018-07-01	WILLIAM RUSSELL	2020-04-01
002	2017-07-01	PAMELA POTEMRI	2019-02-25
002	2016-07-01
002	2015-07-01
002	2014-07-01
002	2013-07-01	KATHY C. WHITE	2015-03-13
002	2012-07-01	KATHY C. WHITE
002	2011-07-01	KATHY C. WHITE
002	2010-07-01	KATHY C. WHITE
002	2009-07-01	DOUGLAS DECERBO
002	2009-07-01	KATHY C. WHITE

Plan Statistics for MOUNT SAINT JOHN, INC. RETIREMENT PLAN

401k plan membership statisitcs for MOUNT SAINT JOHN, INC. RETIREMENT PLAN

Measure Date Value
2012: MOUNT SAINT JOHN, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 121
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 12
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 57
Total of all active and inactive participants 2012-07-01 69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 2
Total participants 2012-07-01 71
Number of participants with account balances 2012-07-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 3
2011: MOUNT SAINT JOHN, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 129
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 60
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 60
Total of all active and inactive participants 2011-07-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 1
Total participants 2011-07-01 121
Number of participants with account balances 2011-07-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 61
2010: MOUNT SAINT JOHN, INC. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 132
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 62
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 67
Total of all active and inactive participants 2010-07-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 129
Number of participants with account balances 2010-07-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 2
2009: MOUNT SAINT JOHN, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 122
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 71
Number of retired or separated participants receiving benefits 2009-07-01 3
Number of other retired or separated participants entitled to future benefits 2009-07-01 57
Total of all active and inactive participants 2009-07-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 131
Number of participants with account balances 2009-07-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 5

Measure	Date	Value
2012: MOUNT SAINT JOHN, INC. RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	121
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	12
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	57
Total of all active and inactive participants	2012-07-01	69
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	2
Total participants	2012-07-01	71
Number of participants with account balances	2012-07-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	3
2011: MOUNT SAINT JOHN, INC. RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	129
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	60
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	60
Total of all active and inactive participants	2011-07-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	1
Total participants	2011-07-01	121
Number of participants with account balances	2011-07-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	61
2010: MOUNT SAINT JOHN, INC. RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	132
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	62
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	67
Total of all active and inactive participants	2010-07-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	129
Number of participants with account balances	2010-07-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	2
2009: MOUNT SAINT JOHN, INC. RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	122
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	71
Number of retired or separated participants receiving benefits	2009-07-01	3
Number of other retired or separated participants entitled to future benefits	2009-07-01	57
Total of all active and inactive participants	2009-07-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	131
Number of participants with account balances	2009-07-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	5

Financial Data on MOUNT SAINT JOHN, INC. RETIREMENT PLAN

Measure	Date	Value
2013 : MOUNT SAINT JOHN, INC. RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$9,419
Total income from all sources (including contributions)	2013-06-30	$20,301
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$37,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$37,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$518
Value of total assets at end of year	2013-06-30	$130,384
Value of total assets at beginning of year	2013-06-30	$156,750
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$150
Total interest from all sources	2013-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$4,617
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$4,617
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$100,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-06-30	$3,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-06-30	$3,000
Administrative expenses (other) incurred	2013-06-30	$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Income. Non cash contributions	2013-06-30	$518
Value of net income/loss	2013-06-30	$-16,947
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$130,384
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$147,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$127,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$153,750
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$15,166
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$37,098
Liabilities. Value of benefit claims payable at end of year	2013-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2013-06-30	$9,419
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	No
Opinion of an independent qualified public accountant for this plan	2013-06-30	Unqualified
Accountancy firm name	2013-06-30	CARON & BLETZER PLLC
Accountancy firm EIN	2013-06-30	043499945
2012 : MOUNT SAINT JOHN, INC. RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$9,419
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$9,528
Total income from all sources (including contributions)	2012-06-30	$564
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$43,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$35,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$0
Value of total assets at end of year	2012-06-30	$156,750
Value of total assets at beginning of year	2012-06-30	$200,236
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$8,121
Total interest from all sources	2012-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$5,266
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$5,266
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$100,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-06-30	$3,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-06-30	$3,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$-43,377
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$147,331
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$190,708
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Investment advisory and management fees	2012-06-30	$150
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$153,750
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$197,236
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-4,702
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$35,820
Contract administrator fees	2012-06-30	$7,971
Liabilities. Value of benefit claims payable at end of year	2012-06-30	$9,419
Liabilities. Value of benefit claims payable at beginning of year	2012-06-30	$9,528
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	No
Opinion of an independent qualified public accountant for this plan	2012-06-30	Unqualified
Accountancy firm name	2012-06-30	CARON & BLETZER PLLC
Accountancy firm EIN	2012-06-30	043499945
2011 : MOUNT SAINT JOHN, INC. RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$9,528
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$9,419
Total income from all sources (including contributions)	2011-06-30	$35,290
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$9,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$9,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$0
Value of total assets at end of year	2011-06-30	$200,236
Value of total assets at beginning of year	2011-06-30	$174,096
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$150
Total interest from all sources	2011-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$6,532
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-06-30	$6,532
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$100,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-06-30	$3,000
Administrative expenses (other) incurred	2011-06-30	$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$26,031
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$190,708
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$164,677
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$197,236
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$169,962
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-06-30	$4,134
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-06-30	$4,134
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$28,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$9,109
Liabilities. Value of benefit claims payable at end of year	2011-06-30	$9,528
Liabilities. Value of benefit claims payable at beginning of year	2011-06-30	$9,419
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	No
Opinion of an independent qualified public accountant for this plan	2011-06-30	Unqualified
Accountancy firm name	2011-06-30	CARON & BLETZER, PLLC
Accountancy firm EIN	2011-06-30	043499945
2010 : MOUNT SAINT JOHN, INC. RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for MOUNT SAINT JOHN, INC. RETIREMENT PLAN

2012: MOUNT SAINT JOHN, INC. RETIREMENT PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: MOUNT SAINT JOHN, INC. RETIREMENT PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: MOUNT SAINT JOHN, INC. RETIREMENT PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: MOUNT SAINT JOHN, INC. RETIREMENT PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MOUNT SAINT JOHN, INC.
Employer identification number (EIN):	060660014
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations