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ST. VINCENT DE PAUL SOCIETY RETIREMENT PLAN 401k Plan overview

Plan NameST. VINCENT DE PAUL SOCIETY RETIREMENT PLAN
Plan identification number 001

ST. VINCENT DE PAUL SOCIETY 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.
  • 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

THE SOCIETY OF ST. VINCENT DE PAUL has sponsored the creation of one or more 401k plans.

Company Name:THE SOCIETY OF ST. VINCENT DE PAUL
Employer identification number (EIN):941433890
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. VINCENT DE PAUL SOCIETY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-10-01
0012021-10-01
0012020-10-01RONALD J. PLASSE2021-11-10
0012019-10-01RONALD J. PLASSE2021-01-27
0012018-10-01RONALD J. PLASSE2019-11-12
0012017-10-01RONALD J. PLASSE2018-11-01
0012016-10-01RONALD J. PLASSE2017-11-30
0012015-10-01RONALD J. PLASSE2016-12-05
0012014-10-01PEGGY WYMAN2015-12-07
0012013-10-01DANA LUCE2015-02-11
0012012-10-01DANA LUCE
0012011-10-01DANA LUCE2013-05-15 DANA LUCE2013-05-15
0012010-10-01DANA LUCE2012-07-12 DANA LUCE2012-07-12

Plan Statistics for ST. VINCENT DE PAUL SOCIETY RETIREMENT PLAN

401k plan membership statisitcs for ST. VINCENT DE PAUL SOCIETY RETIREMENT PLAN

Measure Date Value
2012: ST. VINCENT DE PAUL SOCIETY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-0121
Total number of active participants reported on line 7a of the Form 55002012-10-0117
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-014
Total of all active and inactive participants2012-10-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-0121
Number of participants with account balances2012-10-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010

Financial Data on ST. VINCENT DE PAUL SOCIETY RETIREMENT PLAN

Measure Date Value
2013 : ST. VINCENT DE PAUL SOCIETY RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan2013-09-30$0
Total plan liabilities at end of year2013-09-30$0
Total plan liabilities at beginning of year2013-09-30$0
Total income from all sources2013-09-30$20,330
Expenses. Total of all expenses incurred2013-09-30$3,473
Benefits paid (including direct rollovers)2013-09-30$3,223
Total plan assets at end of year2013-09-30$89,474
Total plan assets at beginning of year2013-09-30$72,617
Value of fidelity bond covering the plan2013-09-30$15,000
Total contributions received or receivable from participants2013-09-30$8,950
Expenses. Other expenses not covered elsewhere2013-09-30$0
Contributions received from other sources (not participants or employers)2013-09-30$0
Other income received2013-09-30$8,380
Noncash contributions received2013-09-30$0
Net income (gross income less expenses)2013-09-30$16,857
Net plan assets at end of year (total assets less liabilities)2013-09-30$89,474
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$72,617
Total contributions received or receivable from employer(s)2013-09-30$3,000
Value of certain deemed distributions of participant loans2013-09-30$0
Value of corrective distributions2013-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-09-30$250
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0

Form 5500 Responses for ST. VINCENT DE PAUL SOCIETY RETIREMENT PLAN

2012: ST. VINCENT DE PAUL SOCIETY RETIREMENT PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes

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