401k Plan data: 403 (B) THRIFT PLAN OF ST. JOSEPH INSTITUTE FOR THE DEAF plan

403 (B) THRIFT PLAN OF ST. JOSEPH INSTITUTE FOR THE DEAF 401k Plan overview

Plan Name	403 (B) THRIFT PLAN OF ST. JOSEPH INSTITUTE FOR THE DEAF
Plan identification number	003

403 (B) THRIFT PLAN OF ST. JOSEPH INSTITUTE FOR THE DEAF Benefits

401k Plan Type

Defined 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(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
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

ST. JOSEPH INSTITUTE FOR THE DEAF has sponsored the creation of one or more 401k plans.

Company Name: ST. JOSEPH INSTITUTE FOR THE DEAF

Employer identification number (EIN): 430653494

NAIC Classification: 624310
NAIC Description: Vocational Rehabilitation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403 (B) THRIFT PLAN OF ST. JOSEPH INSTITUTE FOR THE DEAF

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 JEFFREY CHAPMAN 2024-10-14
003 2022-01-01 JEFFREY CHAPMAN 2023-10-07
003 2021-01-01 JEFFREY CHAPMAN 2022-09-30
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01
003 2014-01-01 KAREN KENNELLY 2015-10-13
003 2013-01-01 KATHY KRUEGER KATHY KRUEGER 2014-07-29
003 2012-01-01 KATHY KRUEGER
003 2011-01-01 KATHY KRUEGER
003 2010-01-01 KATHY KRUEGER
003 2009-01-01 KATHY KRUEGER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01	JEFFREY CHAPMAN	2024-10-14
003	2022-01-01	JEFFREY CHAPMAN	2023-10-07
003	2021-01-01	JEFFREY CHAPMAN	2022-09-30
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01
003	2014-01-01	KAREN KENNELLY	2015-10-13
003	2013-01-01	KATHY KRUEGER		KATHY KRUEGER	2014-07-29
003	2012-01-01	KATHY KRUEGER
003	2011-01-01	KATHY KRUEGER
003	2010-01-01	KATHY KRUEGER
003	2009-01-01	KATHY KRUEGER

Plan Statistics for 403 (B) THRIFT PLAN OF ST. JOSEPH INSTITUTE FOR THE DEAF

401k plan membership statisitcs for 403 (B) THRIFT PLAN OF ST. JOSEPH INSTITUTE FOR THE DEAF

Measure Date Value
2013: 403 (B) THRIFT PLAN OF ST. JOSEPH INSTITUTE FOR THE DEAF 2013 401k membership
Total participants, beginning-of-year 2013-01-01 112
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 45
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 49
Total of all active and inactive participants 2013-01-01 94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 2
Total participants 2013-01-01 96
Number of participants with account balances 2013-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 7
2012: 403 (B) THRIFT PLAN OF ST. JOSEPH INSTITUTE FOR THE DEAF 2012 401k membership
Total participants, beginning-of-year 2012-01-01 112
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 55
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 54
Total of all active and inactive participants 2012-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 3
Total participants 2012-01-01 112
Number of participants with account balances 2012-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 5
2011: 403 (B) THRIFT PLAN OF ST. JOSEPH INSTITUTE FOR THE DEAF 2011 401k membership
Total participants, beginning-of-year 2011-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 60
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 51
Total of all active and inactive participants 2011-01-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 112
Number of participants with account balances 2011-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 7
2010: 403 (B) THRIFT PLAN OF ST. JOSEPH INSTITUTE FOR THE DEAF 2010 401k membership
Total participants, beginning-of-year 2010-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 61
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 49
Total of all active and inactive participants 2010-01-01 110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 111
Number of participants with account balances 2010-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 4
2009: 403 (B) THRIFT PLAN OF ST. JOSEPH INSTITUTE FOR THE DEAF 2009 401k membership
Total participants, beginning-of-year 2009-01-01 115
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 63
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 53
Total of all active and inactive participants 2009-01-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 117
Number of participants with account balances 2009-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 10

Measure	Date	Value
2013: 403 (B) THRIFT PLAN OF ST. JOSEPH INSTITUTE FOR THE DEAF 2013 401k membership
Total participants, beginning-of-year	2013-01-01	112
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	45
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	49
Total of all active and inactive participants	2013-01-01	94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	2
Total participants	2013-01-01	96
Number of participants with account balances	2013-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	7
2012: 403 (B) THRIFT PLAN OF ST. JOSEPH INSTITUTE FOR THE DEAF 2012 401k membership
Total participants, beginning-of-year	2012-01-01	112
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	55
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	54
Total of all active and inactive participants	2012-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	3
Total participants	2012-01-01	112
Number of participants with account balances	2012-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	5
2011: 403 (B) THRIFT PLAN OF ST. JOSEPH INSTITUTE FOR THE DEAF 2011 401k membership
Total participants, beginning-of-year	2011-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	60
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	51
Total of all active and inactive participants	2011-01-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	112
Number of participants with account balances	2011-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	7
2010: 403 (B) THRIFT PLAN OF ST. JOSEPH INSTITUTE FOR THE DEAF 2010 401k membership
Total participants, beginning-of-year	2010-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	61
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	49
Total of all active and inactive participants	2010-01-01	110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	111
Number of participants with account balances	2010-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	4
2009: 403 (B) THRIFT PLAN OF ST. JOSEPH INSTITUTE FOR THE DEAF 2009 401k membership
Total participants, beginning-of-year	2009-01-01	115
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	63
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	53
Total of all active and inactive participants	2009-01-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	117
Number of participants with account balances	2009-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	10

Financial Data on 403 (B) THRIFT PLAN OF ST. JOSEPH INSTITUTE FOR THE DEAF

Measure	Date	Value
2013 : 403 (B) THRIFT PLAN OF ST. JOSEPH INSTITUTE FOR THE DEAF 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$498,859
Expenses. Total of all expenses incurred	2013-12-31	$640,111
Benefits paid (including direct rollovers)	2013-12-31	$609,644
Total plan assets at end of year	2013-12-31	$1,925,154
Total plan assets at beginning of year	2013-12-31	$2,066,406
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Total contributions received or receivable from participants	2013-12-31	$112,647
Expenses. Other expenses not covered elsewhere	2013-12-31	$13,224
Contributions received from other sources (not participants or employers)	2013-12-31	$6,612
Other income received	2013-12-31	$306,144
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$-141,252
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,925,154
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,066,406
Assets. Value of participant loans	2013-12-31	$41,971
Total contributions received or receivable from employer(s)	2013-12-31	$73,456
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$17,243
2012 : 403 (B) THRIFT PLAN OF ST. JOSEPH INSTITUTE FOR THE DEAF 2012 401k financial data
Total income from all sources	2012-12-31	$424,985
Expenses. Total of all expenses incurred	2012-12-31	$356,253
Benefits paid (including direct rollovers)	2012-12-31	$352,966
Total plan assets at end of year	2012-12-31	$2,066,406
Total plan assets at beginning of year	2012-12-31	$1,997,674
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$138,696
Expenses. Other expenses not covered elsewhere	2012-12-31	$3,287
Contributions received from other sources (not participants or employers)	2012-12-31	$1,591
Other income received	2012-12-31	$190,099
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$68,732
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,066,406
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,997,674
Assets. Value of participant loans	2012-12-31	$23,015
Total contributions received or receivable from employer(s)	2012-12-31	$94,599
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
2011 : 403 (B) THRIFT PLAN OF ST. JOSEPH INSTITUTE FOR THE DEAF 2011 401k financial data
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$213,871
Expenses. Total of all expenses incurred	2011-12-31	$309,453
Benefits paid (including direct rollovers)	2011-12-31	$281,199
Total plan assets at end of year	2011-12-31	$1,997,674
Total plan assets at beginning of year	2011-12-31	$2,093,256
Value of fidelity bond covering the plan	2011-12-31	$4,000,000
Total contributions received or receivable from participants	2011-12-31	$125,903
Expenses. Other expenses not covered elsewhere	2011-12-31	$27,979
Net income (gross income less expenses)	2011-12-31	$-95,582
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,997,674
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,093,256
Assets. Value of participant loans	2011-12-31	$10,430
Total contributions received or receivable from employer(s)	2011-12-31	$87,968
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$275
2010 : 403 (B) THRIFT PLAN OF ST. JOSEPH INSTITUTE FOR THE DEAF 2010 401k financial data
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$424,030
Expenses. Total of all expenses incurred	2010-12-31	$118,523
Benefits paid (including direct rollovers)	2010-12-31	$114,337
Total plan assets at end of year	2010-12-31	$2,093,256
Total plan assets at beginning of year	2010-12-31	$1,787,749
Value of fidelity bond covering the plan	2010-12-31	$4,000,000
Total contributions received or receivable from participants	2010-12-31	$128,221
Expenses. Other expenses not covered elsewhere	2010-12-31	$3,936
Other income received	2010-12-31	$202,530
Net income (gross income less expenses)	2010-12-31	$305,507
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,093,256
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,787,749
Assets. Value of participant loans	2010-12-31	$3,750
Total contributions received or receivable from employer(s)	2010-12-31	$93,279
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$250

Form 5500 Responses for 403 (B) THRIFT PLAN OF ST. JOSEPH INSTITUTE FOR THE DEAF

2013: 403 (B) THRIFT PLAN OF ST. JOSEPH INSTITUTE FOR THE DEAF 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: 403 (B) THRIFT PLAN OF ST. JOSEPH INSTITUTE FOR THE DEAF 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: 403 (B) THRIFT PLAN OF ST. JOSEPH INSTITUTE FOR THE DEAF 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: 403 (B) THRIFT PLAN OF ST. JOSEPH INSTITUTE FOR THE DEAF 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: 403 (B) THRIFT PLAN OF ST. JOSEPH INSTITUTE FOR THE DEAF 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

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Company Name:	ST. JOSEPH INSTITUTE FOR THE DEAF
Employer identification number (EIN):	430653494
NAIC Classification:	624310
NAIC Description:	Vocational Rehabilitation Services