401k Plan data: ST. VINCENT'S HOME, INC. 401(K) PLAN plan

ST. VINCENT'S HOME, INC. 401(K) PLAN 401k Plan overview

Plan Name	ST. VINCENT'S HOME, INC. 401(K) PLAN
Plan identification number	002

ST. VINCENT'S HOME, INC. 401(K) PLAN 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(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

ST. VINCENTS HOME INC. has sponsored the creation of one or more 401k plans.

Company Name: ST. VINCENTS HOME INC.

Employer identification number (EIN): 540524904

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. VINCENT'S HOME, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-08-01 LISA HENSLEY 2023-10-25
002 2021-08-01 ANGIE LEONARD 2023-04-14
002 2020-08-01 ANGIE LEONARD 2022-02-15
002 2019-08-01
002 2018-08-01
002 2017-08-01 ANGIE LEONARD 2019-02-28
002 2016-08-01 ANGIE LEONARD 2018-01-29
002 2015-08-01 ANGIE LEONARD 2016-10-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-08-01	LISA HENSLEY	2023-10-25
002	2021-08-01	ANGIE LEONARD	2023-04-14
002	2020-08-01	ANGIE LEONARD	2022-02-15
002	2019-08-01
002	2018-08-01
002	2017-08-01	ANGIE LEONARD	2019-02-28
002	2016-08-01	ANGIE LEONARD	2018-01-29
002	2015-08-01	ANGIE LEONARD	2016-10-11

Plan Statistics for ST. VINCENT'S HOME, INC. 401(K) PLAN

401k plan membership statisitcs for ST. VINCENT'S HOME, INC. 401(K) PLAN

Measure Date Value
2022: ST. VINCENT'S HOME, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-08-01 130
Total number of active participants reported on line 7a of the Form 5500 2022-08-01 0
Number of retired or separated participants receiving benefits 2022-08-01 0
Number of other retired or separated participants entitled to future benefits 2022-08-01 0
Total of all active and inactive participants 2022-08-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-08-01 0
Total participants 2022-08-01 0
Number of participants with account balances 2022-08-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-08-01 0
2021: ST. VINCENT'S HOME, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-08-01 137
Total number of active participants reported on line 7a of the Form 5500 2021-08-01 108
Number of retired or separated participants receiving benefits 2021-08-01 0
Number of other retired or separated participants entitled to future benefits 2021-08-01 12
Total of all active and inactive participants 2021-08-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-08-01 0
Total participants 2021-08-01 120
Number of participants with account balances 2021-08-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-08-01 0
2020: ST. VINCENT'S HOME, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-08-01 151
Total number of active participants reported on line 7a of the Form 5500 2020-08-01 124
Number of retired or separated participants receiving benefits 2020-08-01 0
Number of other retired or separated participants entitled to future benefits 2020-08-01 13
Total of all active and inactive participants 2020-08-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-08-01 0
Total participants 2020-08-01 137
Number of participants with account balances 2020-08-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-08-01 0
2019: ST. VINCENT'S HOME, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-08-01 141
Total number of active participants reported on line 7a of the Form 5500 2019-08-01 129
Number of retired or separated participants receiving benefits 2019-08-01 0
Number of other retired or separated participants entitled to future benefits 2019-08-01 12
Total of all active and inactive participants 2019-08-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-08-01 0
Total participants 2019-08-01 141
Number of participants with account balances 2019-08-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-08-01 0
2018: ST. VINCENT'S HOME, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-08-01 129
Total number of active participants reported on line 7a of the Form 5500 2018-08-01 122
Number of retired or separated participants receiving benefits 2018-08-01 0
Number of other retired or separated participants entitled to future benefits 2018-08-01 10
Total of all active and inactive participants 2018-08-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-08-01 0
Total participants 2018-08-01 132
Number of participants with account balances 2018-08-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-08-01 0

Measure	Date	Value
2022: ST. VINCENT'S HOME, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-08-01	130
Total number of active participants reported on line 7a of the Form 5500	2022-08-01	0
Number of retired or separated participants receiving benefits	2022-08-01	0
Number of other retired or separated participants entitled to future benefits	2022-08-01	0
Total of all active and inactive participants	2022-08-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-08-01	0
Total participants	2022-08-01	0
Number of participants with account balances	2022-08-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-08-01	0
2021: ST. VINCENT'S HOME, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-08-01	137
Total number of active participants reported on line 7a of the Form 5500	2021-08-01	108
Number of retired or separated participants receiving benefits	2021-08-01	0
Number of other retired or separated participants entitled to future benefits	2021-08-01	12
Total of all active and inactive participants	2021-08-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-08-01	0
Total participants	2021-08-01	120
Number of participants with account balances	2021-08-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-08-01	0
2020: ST. VINCENT'S HOME, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-08-01	151
Total number of active participants reported on line 7a of the Form 5500	2020-08-01	124
Number of retired or separated participants receiving benefits	2020-08-01	0
Number of other retired or separated participants entitled to future benefits	2020-08-01	13
Total of all active and inactive participants	2020-08-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-08-01	0
Total participants	2020-08-01	137
Number of participants with account balances	2020-08-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-08-01	0
2019: ST. VINCENT'S HOME, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-08-01	141
Total number of active participants reported on line 7a of the Form 5500	2019-08-01	129
Number of retired or separated participants receiving benefits	2019-08-01	0
Number of other retired or separated participants entitled to future benefits	2019-08-01	12
Total of all active and inactive participants	2019-08-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-08-01	0
Total participants	2019-08-01	141
Number of participants with account balances	2019-08-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-08-01	0
2018: ST. VINCENT'S HOME, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-08-01	129
Total number of active participants reported on line 7a of the Form 5500	2018-08-01	122
Number of retired or separated participants receiving benefits	2018-08-01	0
Number of other retired or separated participants entitled to future benefits	2018-08-01	10
Total of all active and inactive participants	2018-08-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-08-01	0
Total participants	2018-08-01	132
Number of participants with account balances	2018-08-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-08-01	0

Financial Data on ST. VINCENT'S HOME, INC. 401(K) PLAN

Measure	Date	Value
2023 : ST. VINCENT'S HOME, INC. 401(K) PLAN 2023 401k financial data
Total income from all sources (including contributions)	2023-04-30	$55,254
Total of all expenses incurred	2023-04-30	$614,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-04-30	$609,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-04-30	$53,806
Value of total assets at end of year	2023-04-30	$0
Value of total assets at beginning of year	2023-04-30	$559,018
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-04-30	$4,364
Total interest from all sources	2023-04-30	$3
Total dividends received (eg from common stock, registered investment company shares)	2023-04-30	$184
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-04-30	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2023-04-30	$0
Total dividends received from registered investment company shares (eg mutual funds)	2023-04-30	$184
Was this plan covered by a fidelity bond	2023-04-30	Yes
Value of fidelity bond cover	2023-04-30	$575,000
If this is an individual account plan, was there a blackout period	2023-04-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-04-30	No
Contributions received from participants	2023-04-30	$53,806
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-04-30	No
Value of net income/loss	2023-04-30	$-559,018
Value of net assets at end of year (total assets less liabilities)	2023-04-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2023-04-30	$559,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-04-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-04-30	No
Were any leases to which the plan was party in default or uncollectible	2023-04-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-04-30	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-04-30	$3,111
Value of interest in pooled separate accounts at end of year	2023-04-30	$0
Value of interest in pooled separate accounts at beginning of year	2023-04-30	$44,609
Interest earned on other investments	2023-04-30	$3
Value of interest in common/collective trusts at end of year	2023-04-30	$0
Value of interest in common/collective trusts at beginning of year	2023-04-30	$510,815
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-04-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-04-30	$483
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-04-30	$-69
Net investment gain/loss from pooled separate accounts	2023-04-30	$-1,164
Net investment gain or loss from common/collective trusts	2023-04-30	$2,494
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-04-30	No
Was there a failure to transmit to the plan any participant contributions	2023-04-30	No
Has the plan failed to provide any benefit when due under the plan	2023-04-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-04-30	$609,908
Contract administrator fees	2023-04-30	$4,364
Did the plan have assets held for investment	2023-04-30	No
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	2023-04-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-04-30	Yes
Opinion of an independent qualified public accountant for this plan	2023-04-30	Unqualified
Accountancy firm name	2023-04-30	FOTI, FLYNN, LOWEN & COMPANY
Accountancy firm EIN	2023-04-30	208087076
2022 : ST. VINCENT'S HOME, INC. 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-07-31	$78,220
Total of all expenses incurred	2022-07-31	$33,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-07-31	$32,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-07-31	$133,690
Value of total assets at end of year	2022-07-31	$559,018
Value of total assets at beginning of year	2022-07-31	$514,085
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-07-31	$300
Total interest from all sources	2022-07-31	$6
Total dividends received (eg from common stock, registered investment company shares)	2022-07-31	$57
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-07-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-07-31	$57
Was this plan covered by a fidelity bond	2022-07-31	Yes
Value of fidelity bond cover	2022-07-31	$575,000
If this is an individual account plan, was there a blackout period	2022-07-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-07-31	No
Contributions received from participants	2022-07-31	$133,690
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-07-31	No
Value of net income/loss	2022-07-31	$44,933
Value of net assets at end of year (total assets less liabilities)	2022-07-31	$559,018
Value of net assets at beginning of year (total assets less liabilities)	2022-07-31	$514,085
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-07-31	No
Were any leases to which the plan was party in default or uncollectible	2022-07-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-07-31	$3,111
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-07-31	$3,845
Value of interest in pooled separate accounts at end of year	2022-07-31	$44,609
Value of interest in pooled separate accounts at beginning of year	2022-07-31	$41,132
Interest earned on other investments	2022-07-31	$6
Value of interest in common/collective trusts at end of year	2022-07-31	$510,815
Value of interest in common/collective trusts at beginning of year	2022-07-31	$468,601
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-07-31	$483
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-07-31	$507
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-07-31	$-794
Net investment gain/loss from pooled separate accounts	2022-07-31	$-2,630
Net investment gain or loss from common/collective trusts	2022-07-31	$-52,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-07-31	No
Was there a failure to transmit to the plan any participant contributions	2022-07-31	No
Has the plan failed to provide any benefit when due under the plan	2022-07-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-07-31	$32,987
Contract administrator fees	2022-07-31	$300
Did the plan have assets held for investment	2022-07-31	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	2022-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-07-31	No
Opinion of an independent qualified public accountant for this plan	2022-07-31	Unqualified
Accountancy firm name	2022-07-31	FOTI, FLYNN, LOWEN & COMPANY
Accountancy firm EIN	2022-07-31	208087076
2021 : ST. VINCENT'S HOME, INC. 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-07-31	$189,040
Total of all expenses incurred	2021-07-31	$25,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-07-31	$25,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-07-31	$90,169
Value of total assets at end of year	2021-07-31	$514,085
Value of total assets at beginning of year	2021-07-31	$350,360
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-07-31	$150
Total interest from all sources	2021-07-31	$3
Total dividends received (eg from common stock, registered investment company shares)	2021-07-31	$16
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-07-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-07-31	$16
Was this plan covered by a fidelity bond	2021-07-31	Yes
Value of fidelity bond cover	2021-07-31	$575,000
If this is an individual account plan, was there a blackout period	2021-07-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-07-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-07-31	No
Contributions received from participants	2021-07-31	$85,122
Income. Received or receivable in cash from other sources (including rollovers)	2021-07-31	$5,047
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-07-31	No
Value of net income/loss	2021-07-31	$163,725
Value of net assets at end of year (total assets less liabilities)	2021-07-31	$514,085
Value of net assets at beginning of year (total assets less liabilities)	2021-07-31	$350,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-07-31	No
Were any leases to which the plan was party in default or uncollectible	2021-07-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-07-31	$3,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-07-31	$2,651
Value of interest in pooled separate accounts at end of year	2021-07-31	$41,132
Value of interest in pooled separate accounts at beginning of year	2021-07-31	$27,116
Interest earned on other investments	2021-07-31	$3
Value of interest in common/collective trusts at end of year	2021-07-31	$468,601
Value of interest in common/collective trusts at beginning of year	2021-07-31	$320,322
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-07-31	$507
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-07-31	$271
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-07-31	$854
Net investment gain/loss from pooled separate accounts	2021-07-31	$10,240
Net investment gain or loss from common/collective trusts	2021-07-31	$87,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-07-31	No
Was there a failure to transmit to the plan any participant contributions	2021-07-31	No
Has the plan failed to provide any benefit when due under the plan	2021-07-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-07-31	$25,165
Contract administrator fees	2021-07-31	$150
Did the plan have assets held for investment	2021-07-31	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	2021-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-07-31	No
Opinion of an independent qualified public accountant for this plan	2021-07-31	Disclaimer
Accountancy firm name	2021-07-31	FOTI, FLYNN, LOWEN & CO.
Accountancy firm EIN	2021-07-31	208087076
2020 : ST. VINCENT'S HOME, INC. 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-07-31	$97,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-07-31	$72,972
Value of total assets at end of year	2020-07-31	$350,360
Value of total assets at beginning of year	2020-07-31	$253,354
Total interest from all sources	2020-07-31	$3
Total dividends received (eg from common stock, registered investment company shares)	2020-07-31	$14
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-07-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-07-31	$14
Was this plan covered by a fidelity bond	2020-07-31	Yes
Value of fidelity bond cover	2020-07-31	$360,000
If this is an individual account plan, was there a blackout period	2020-07-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-07-31	No
Contributions received from participants	2020-07-31	$72,972
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-07-31	No
Value of net income/loss	2020-07-31	$97,006
Value of net assets at end of year (total assets less liabilities)	2020-07-31	$350,360
Value of net assets at beginning of year (total assets less liabilities)	2020-07-31	$253,354
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-07-31	No
Were any leases to which the plan was party in default or uncollectible	2020-07-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-07-31	$2,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-07-31	$2,460
Value of interest in pooled separate accounts at end of year	2020-07-31	$27,116
Value of interest in pooled separate accounts at beginning of year	2020-07-31	$21,950
Interest earned on other investments	2020-07-31	$3
Value of interest in common/collective trusts at end of year	2020-07-31	$320,322
Value of interest in common/collective trusts at beginning of year	2020-07-31	$228,643
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-07-31	$271
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-07-31	$301
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-07-31	$174
Net investment gain/loss from pooled separate accounts	2020-07-31	$2,450
Net investment gain or loss from common/collective trusts	2020-07-31	$21,393
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-07-31	No
Was there a failure to transmit to the plan any participant contributions	2020-07-31	No
Has the plan failed to provide any benefit when due under the plan	2020-07-31	No
Did the plan have assets held for investment	2020-07-31	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	2020-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-07-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-07-31	Yes
Opinion of an independent qualified public accountant for this plan	2020-07-31	Disclaimer
Accountancy firm name	2020-07-31	FOTI, FLYNN, LOWEN & CO.
Accountancy firm EIN	2020-07-31	208087076
2019 : ST. VINCENT'S HOME, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-07-31	$79,261
Total of all expenses incurred	2019-07-31	$6,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-07-31	$6,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-07-31	$71,631
Value of total assets at end of year	2019-07-31	$253,354
Value of total assets at beginning of year	2019-07-31	$180,763
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-07-31	$180
Total interest from all sources	2019-07-31	$4
Total dividends received (eg from common stock, registered investment company shares)	2019-07-31	$94
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-07-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-07-31	$94
Was this plan covered by a fidelity bond	2019-07-31	Yes
Value of fidelity bond cover	2019-07-31	$300,000
If this is an individual account plan, was there a blackout period	2019-07-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-07-31	No
Contributions received from participants	2019-07-31	$71,631
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-07-31	No
Value of net income/loss	2019-07-31	$72,591
Value of net assets at end of year (total assets less liabilities)	2019-07-31	$253,354
Value of net assets at beginning of year (total assets less liabilities)	2019-07-31	$180,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-07-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-07-31	No
Were any leases to which the plan was party in default or uncollectible	2019-07-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-07-31	$2,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-07-31	$1,491
Value of interest in pooled separate accounts at end of year	2019-07-31	$21,950
Value of interest in pooled separate accounts at beginning of year	2019-07-31	$17,158
Interest earned on other investments	2019-07-31	$4
Value of interest in common/collective trusts at end of year	2019-07-31	$228,643
Value of interest in common/collective trusts at beginning of year	2019-07-31	$161,909
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-07-31	$301
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-07-31	$205
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-07-31	$60
Net investment gain/loss from pooled separate accounts	2019-07-31	$1,470
Net investment gain or loss from common/collective trusts	2019-07-31	$6,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-07-31	No
Was there a failure to transmit to the plan any participant contributions	2019-07-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-07-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-07-31	$6,490
Contract administrator fees	2019-07-31	$180
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-07-31	No
Did the plan have assets held for investment	2019-07-31	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	2019-07-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-07-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-07-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-07-31	Disclaimer
Accountancy firm name	2019-07-31	FOTI, FLYNN, LOWEN & CO.
Accountancy firm EIN	2019-07-31	208087076

Form 5500 Responses for ST. VINCENT'S HOME, INC. 401(K) PLAN

2022: ST. VINCENT'S HOME, INC. 401(K) PLAN 2022 form 5500 responses
2022-08-01	Type of plan entity	Single employer plan
2022-08-01	This submission is the final filing	Yes
2022-08-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2022-08-01	Plan funding arrangement – Insurance	Yes
2022-08-01	Plan funding arrangement – Trust	Yes
2022-08-01	Plan benefit arrangement – Insurance	Yes
2022-08-01	Plan benefit arrangement - Trust	Yes
2021: ST. VINCENT'S HOME, INC. 401(K) PLAN 2021 form 5500 responses
2021-08-01	Type of plan entity	Single employer plan
2021-08-01	Plan funding arrangement – Insurance	Yes
2021-08-01	Plan funding arrangement – Trust	Yes
2021-08-01	Plan benefit arrangement – Insurance	Yes
2021-08-01	Plan benefit arrangement - Trust	Yes
2020: ST. VINCENT'S HOME, INC. 401(K) PLAN 2020 form 5500 responses
2020-08-01	Type of plan entity	Single employer plan
2020-08-01	Plan funding arrangement – Insurance	Yes
2020-08-01	Plan funding arrangement – Trust	Yes
2020-08-01	Plan benefit arrangement – Insurance	Yes
2020-08-01	Plan benefit arrangement - Trust	Yes
2019: ST. VINCENT'S HOME, INC. 401(K) PLAN 2019 form 5500 responses
2019-08-01	Type of plan entity	Single employer plan
2019-08-01	Plan funding arrangement – Insurance	Yes
2019-08-01	Plan funding arrangement – Trust	Yes
2019-08-01	Plan benefit arrangement – Insurance	Yes
2019-08-01	Plan benefit arrangement - Trust	Yes
2018: ST. VINCENT'S HOME, INC. 401(K) PLAN 2018 form 5500 responses
2018-08-01	Type of plan entity	Single employer plan
2018-08-01	Plan funding arrangement – Insurance	Yes
2018-08-01	Plan funding arrangement – Trust	Yes
2018-08-01	Plan benefit arrangement – Insurance	Yes
2018-08-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL FINANCIAL GROUP (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

462270

Policy instance

Insurance contract or identification number	462270
Number of Individuals Covered	0
Insurance policy start date	2022-08-01
Insurance policy end date	2023-04-30
Total amount of commissions paid to insurance broker	USD $167
Total amount of fees paid to insurance company	USD $10
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $167
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	0
Insurance policy start date	2022-08-01
Insurance policy end date	2023-04-30
Total amount of commissions paid to insurance broker	USD $2
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

PRINCIPAL FINANCIAL GROUP (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

462270

Policy instance

Insurance contract or identification number	462270
Number of Individuals Covered	123
Insurance policy start date	2021-08-01
Insurance policy end date	2022-07-31
Total amount of commissions paid to insurance broker	USD $219
Total amount of fees paid to insurance company	USD $22
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $219
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	123
Insurance policy start date	2021-08-01
Insurance policy end date	2022-07-31
Total amount of commissions paid to insurance broker	USD $3
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

PRINCIPAL FINANCIAL GROUP (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613593

Policy instance

Insurance contract or identification number	613593
Number of Individuals Covered	144
Insurance policy start date	2020-08-01
Insurance policy end date	2021-07-31
Total amount of commissions paid to insurance broker	USD $2
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

462270

Policy instance

Insurance contract or identification number	462270
Number of Individuals Covered	144
Insurance policy start date	2020-08-01
Insurance policy end date	2021-07-31
Total amount of commissions paid to insurance broker	USD $156
Total amount of fees paid to insurance company	USD $17
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $156
Insurance broker organization code?	3
Amount paid for insurance broker fees	17
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE

PRINCIPAL FINANCIAL GROUP (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613593

Policy instance

Insurance contract or identification number	613593
Number of Individuals Covered	149
Insurance policy start date	2019-08-01
Insurance policy end date	2020-07-31
Total amount of commissions paid to insurance broker	USD $2
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

462270

Policy instance

Insurance contract or identification number	462270
Number of Individuals Covered	149
Insurance policy start date	2019-08-01
Insurance policy end date	2020-07-31
Total amount of commissions paid to insurance broker	USD $117
Total amount of fees paid to insurance company	USD $14
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $117
Insurance broker organization code?	3
Amount paid for insurance broker fees	14
Additional information about fees paid to insurance broker	REFERRAL/SERVICE FEE

PRINCIPAL FINANCIAL GROUP (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613593

Policy instance

Insurance contract or identification number	613593
Number of Individuals Covered	134
Insurance policy start date	2018-08-01
Insurance policy end date	2019-07-31
Total amount of commissions paid to insurance broker	USD $1
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1
Insurance broker organization code?	3

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Company Name:	ST. VINCENTS HOME INC.
Employer identification number (EIN):	540524904
NAIC Classification:	611000