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THE MOUNT SAINT MARY ACADEMY, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameTHE MOUNT SAINT MARY ACADEMY, INC. 401(K) RETIREMENT PLAN
Plan identification number 001

THE MOUNT SAINT MARY ACADEMY, INC. 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

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

Company Name:MOUNT SAINT MARY ACADEMY, INC.
Employer identification number (EIN):222981173
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE MOUNT SAINT MARY ACADEMY, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01MAUREEN ZIEMBA2015-07-28 MAUREEN ZIEMBA2015-07-28
0012013-01-01MAUREEN ZIEMBA2014-10-14 MAUREEN ZIEMBA2014-10-14
0012012-01-01EILEEN BOYLAN2013-10-15
0012011-01-01GERHARD GEBAUER2012-10-11
0012010-01-01GERHARD GEBAUER2011-10-20

Plan Statistics for THE MOUNT SAINT MARY ACADEMY, INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for THE MOUNT SAINT MARY ACADEMY, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2023: THE MOUNT SAINT MARY ACADEMY, INC. 401(K) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0189
Total number of active participants reported on line 7a of the Form 55002023-01-0167
Number of retired or separated participants receiving benefits2023-01-011
Number of other retired or separated participants entitled to future benefits2023-01-0124
Total of all active and inactive participants2023-01-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0192
Number of participants with account balances2023-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-013
2022: THE MOUNT SAINT MARY ACADEMY, INC. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0185
Total number of active participants reported on line 7a of the Form 55002022-01-0167
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0122
Total of all active and inactive participants2022-01-0189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0189
Number of participants with account balances2022-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: THE MOUNT SAINT MARY ACADEMY, INC. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0181
Total number of active participants reported on line 7a of the Form 55002021-01-0162
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0122
Total of all active and inactive participants2021-01-0185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0185
Number of participants with account balances2021-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: THE MOUNT SAINT MARY ACADEMY, INC. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0179
Total number of active participants reported on line 7a of the Form 55002020-01-0163
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0118
Total of all active and inactive participants2020-01-0181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0181
Number of participants with account balances2020-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: THE MOUNT SAINT MARY ACADEMY, INC. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0177
Total number of active participants reported on line 7a of the Form 55002019-01-0165
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0114
Total of all active and inactive participants2019-01-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0179
Number of participants with account balances2019-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: THE MOUNT SAINT MARY ACADEMY, INC. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0176
Total number of active participants reported on line 7a of the Form 55002018-01-0168
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-019
Total of all active and inactive participants2018-01-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0177
Number of participants with account balances2018-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010

Financial Data on THE MOUNT SAINT MARY ACADEMY, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2023 : THE MOUNT SAINT MARY ACADEMY, INC. 401(K) RETIREMENT PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$1,420,367
Expenses. Total of all expenses incurred2023-12-31$330,582
Benefits paid (including direct rollovers)2023-12-31$301,209
Total plan assets at end of year2023-12-31$5,853,980
Total plan assets at beginning of year2023-12-31$4,764,195
Value of fidelity bond covering the plan2023-12-31$500,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$371,580
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$914,691
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$1,089,785
Net plan assets at end of year (total assets less liabilities)2023-12-31$5,853,980
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$4,764,195
Assets. Value of participant loans2023-12-31$35,779
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$134,096
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$29,373
2022 : THE MOUNT SAINT MARY ACADEMY, INC. 401(K) RETIREMENT PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-706,755
Expenses. Total of all expenses incurred2022-12-31$1,609,708
Benefits paid (including direct rollovers)2022-12-31$1,571,665
Total plan assets at end of year2022-12-31$4,764,195
Total plan assets at beginning of year2022-12-31$7,080,658
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$383,071
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-1,221,443
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-2,316,463
Net plan assets at end of year (total assets less liabilities)2022-12-31$4,764,195
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$7,080,658
Assets. Value of participant loans2022-12-31$27,709
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$131,617
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$38,043
2021 : THE MOUNT SAINT MARY ACADEMY, INC. 401(K) RETIREMENT PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,475,260
Expenses. Total of all expenses incurred2021-12-31$824,826
Benefits paid (including direct rollovers)2021-12-31$784,450
Total plan assets at end of year2021-12-31$7,080,658
Total plan assets at beginning of year2021-12-31$6,430,224
Value of fidelity bond covering the plan2021-12-31$500,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$376,678
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$35,338
Other income received2021-12-31$913,924
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$650,434
Net plan assets at end of year (total assets less liabilities)2021-12-31$7,080,658
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$6,430,224
Assets. Value of participant loans2021-12-31$30,941
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$149,320
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$40,376
2020 : THE MOUNT SAINT MARY ACADEMY, INC. 401(K) RETIREMENT PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,328,089
Expenses. Total of all expenses incurred2020-12-31$605,803
Benefits paid (including direct rollovers)2020-12-31$571,006
Total plan assets at end of year2020-12-31$6,430,224
Total plan assets at beginning of year2020-12-31$5,707,938
Value of fidelity bond covering the plan2020-12-31$500,000
Assets. Value of tangible personal property2020-12-31$0
Total contributions received or receivable from participants2020-12-31$368,376
Assets. Value of loans (other than to participants)2020-12-31$0
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$800,532
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$722,286
Net plan assets at end of year (total assets less liabilities)2020-12-31$6,430,224
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$5,707,938
Assets. Value of participant loans2020-12-31$19,775
Assets. Value of assets in partnership/joint-venture interests2020-12-31$0
Assets. Value of real-estate (other than employer real property)2020-12-31$0
Assets. Value of employer securities2020-12-31$0
Assets. Value of employer real property2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$159,181
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$34,797
2019 : THE MOUNT SAINT MARY ACADEMY, INC. 401(K) RETIREMENT PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,582,762
Expenses. Total of all expenses incurred2019-12-31$95,750
Benefits paid (including direct rollovers)2019-12-31$62,518
Total plan assets at end of year2019-12-31$5,707,938
Total plan assets at beginning of year2019-12-31$4,220,926
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$362,195
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$1,048,478
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$1,487,012
Net plan assets at end of year (total assets less liabilities)2019-12-31$5,707,938
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$4,220,926
Assets. Value of participant loans2019-12-31$31,504
Total contributions received or receivable from employer(s)2019-12-31$172,089
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$33,232
2018 : THE MOUNT SAINT MARY ACADEMY, INC. 401(K) RETIREMENT PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$324,272
Expenses. Total of all expenses incurred2018-12-31$156,083
Benefits paid (including direct rollovers)2018-12-31$138,342
Total plan assets at end of year2018-12-31$4,220,926
Total plan assets at beginning of year2018-12-31$4,052,737
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$335,541
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$15,656
Other income received2018-12-31$-166,772
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$168,189
Net plan assets at end of year (total assets less liabilities)2018-12-31$4,220,926
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$4,052,737
Assets. Value of participant loans2018-12-31$43,383
Total contributions received or receivable from employer(s)2018-12-31$139,847
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$17,741

Form 5500 Responses for THE MOUNT SAINT MARY ACADEMY, INC. 401(K) RETIREMENT PLAN

2023: THE MOUNT SAINT MARY ACADEMY, INC. 401(K) RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE MOUNT SAINT MARY ACADEMY, INC. 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE MOUNT SAINT MARY ACADEMY, INC. 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE MOUNT SAINT MARY ACADEMY, INC. 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE MOUNT SAINT MARY ACADEMY, INC. 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: THE MOUNT SAINT MARY ACADEMY, INC. 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

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