URSULINE ACADEMY DEDHAM, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan URSULINE ACADEMY DEDHAM 401K PLAN
Measure | Date | Value |
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2023: URSULINE ACADEMY DEDHAM 401K PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 113 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 76 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 33 |
Total of all active and inactive participants | 2023-01-01 | 110 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 110 |
Number of participants with account balances | 2023-01-01 | 107 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: URSULINE ACADEMY DEDHAM 401K PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 108 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 77 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 35 |
Total of all active and inactive participants | 2022-01-01 | 113 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 113 |
Number of participants with account balances | 2022-01-01 | 112 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: URSULINE ACADEMY DEDHAM 401K PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 98 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 74 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 32 |
Total of all active and inactive participants | 2021-01-01 | 108 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 108 |
Number of participants with account balances | 2021-01-01 | 106 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: URSULINE ACADEMY DEDHAM 401K PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 97 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 72 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 25 |
Total of all active and inactive participants | 2020-01-01 | 98 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 98 |
Number of participants with account balances | 2020-01-01 | 71 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: URSULINE ACADEMY DEDHAM 401K PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 100 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 73 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 21 |
Total of all active and inactive participants | 2019-01-01 | 97 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 97 |
Number of participants with account balances | 2019-01-01 | 94 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: URSULINE ACADEMY DEDHAM 401K PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 106 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 71 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 26 |
Total of all active and inactive participants | 2018-01-01 | 100 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 100 |
Number of participants with account balances | 2018-01-01 | 98 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: URSULINE ACADEMY DEDHAM 401K PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 91 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 92 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 13 |
Total of all active and inactive participants | 2017-01-01 | 106 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 106 |
Number of participants with account balances | 2017-01-01 | 102 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
Measure | Date | Value |
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2023 : URSULINE ACADEMY DEDHAM 401K PLAN 2023 401k financial data |
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Transfers to/from the plan | 2023-12-31 | $0 |
Total plan liabilities at end of year | 2023-12-31 | $0 |
Total plan liabilities at beginning of year | 2023-12-31 | $0 |
Total income from all sources | 2023-12-31 | $1,697,164 |
Expenses. Total of all expenses incurred | 2023-12-31 | $627,929 |
Benefits paid (including direct rollovers) | 2023-12-31 | $603,469 |
Total plan assets at end of year | 2023-12-31 | $6,299,086 |
Total plan assets at beginning of year | 2023-12-31 | $5,229,851 |
Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
Assets. Value of tangible personal property | 2023-12-31 | $0 |
Total contributions received or receivable from participants | 2023-12-31 | $484,632 |
Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2023-12-31 | $155,723 |
Other income received | 2023-12-31 | $778,383 |
Noncash contributions received | 2023-12-31 | $0 |
Net income (gross income less expenses) | 2023-12-31 | $1,069,235 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $6,299,086 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $5,229,851 |
Assets. Value of participant loans | 2023-12-31 | $35,929 |
Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $0 |
Assets. Value of employer securities | 2023-12-31 | $0 |
Assets. Value of employer real property | 2023-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $278,426 |
Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
Value of corrective distributions | 2023-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $24,460 |
2022 : URSULINE ACADEMY DEDHAM 401K PLAN 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-290,699 |
Expenses. Total of all expenses incurred | 2022-12-31 | $468,199 |
Benefits paid (including direct rollovers) | 2022-12-31 | $439,187 |
Total plan assets at end of year | 2022-12-31 | $5,229,851 |
Total plan assets at beginning of year | 2022-12-31 | $5,988,749 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $366,890 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-853,808 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-758,898 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $5,229,851 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,988,749 |
Assets. Value of participant loans | 2022-12-31 | $19,500 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $196,219 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $29,012 |
2021 : URSULINE ACADEMY DEDHAM 401K PLAN 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $1,263,200 |
Expenses. Total of all expenses incurred | 2021-12-31 | $607,355 |
Benefits paid (including direct rollovers) | 2021-12-31 | $577,931 |
Total plan assets at end of year | 2021-12-31 | $5,988,749 |
Total plan assets at beginning of year | 2021-12-31 | $5,332,904 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $367,558 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $8,642 |
Other income received | 2021-12-31 | $706,321 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $655,845 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $5,988,749 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,332,904 |
Assets. Value of participant loans | 2021-12-31 | $31,169 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $180,679 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $29,424 |
2020 : URSULINE ACADEMY DEDHAM 401K PLAN 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $1,530,295 |
Expenses. Total of all expenses incurred | 2020-12-31 | $1,003,954 |
Benefits paid (including direct rollovers) | 2020-12-31 | $975,774 |
Total plan assets at end of year | 2020-12-31 | $5,332,904 |
Total plan assets at beginning of year | 2020-12-31 | $4,806,563 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $424,844 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $300,029 |
Other income received | 2020-12-31 | $608,384 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $526,341 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $5,332,904 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,806,563 |
Assets. Value of participant loans | 2020-12-31 | $24,867 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $197,038 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $3,973 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $24,207 |
2019 : URSULINE ACADEMY DEDHAM 401K PLAN 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $1,329,187 |
Expenses. Total of all expenses incurred | 2019-12-31 | $812,434 |
Benefits paid (including direct rollovers) | 2019-12-31 | $785,336 |
Total plan assets at end of year | 2019-12-31 | $4,806,563 |
Total plan assets at beginning of year | 2019-12-31 | $4,289,810 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $400,395 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $750,522 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $516,753 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $4,806,563 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,289,810 |
Assets. Value of participant loans | 2019-12-31 | $29,268 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $178,270 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $1,413 |
Value of corrective distributions | 2019-12-31 | $2,427 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $23,258 |
2018 : URSULINE ACADEMY DEDHAM 401K PLAN 2018 401k financial data |
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Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $418,847 |
Expenses. Total of all expenses incurred | 2018-12-31 | $677,494 |
Benefits paid (including direct rollovers) | 2018-12-31 | $652,735 |
Total plan assets at end of year | 2018-12-31 | $4,289,810 |
Total plan assets at beginning of year | 2018-12-31 | $4,548,457 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $398,624 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $3,708 |
Other income received | 2018-12-31 | $-161,961 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-258,647 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $4,289,810 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,548,457 |
Assets. Value of participant loans | 2018-12-31 | $5,260 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2018-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $178,476 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $510 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $24,249 |
2017 : URSULINE ACADEMY DEDHAM 401K PLAN 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $1,150,838 |
Expenses. Total of all expenses incurred | 2017-12-31 | $328,589 |
Benefits paid (including direct rollovers) | 2017-12-31 | $313,698 |
Total plan assets at end of year | 2017-12-31 | $4,548,457 |
Total plan assets at beginning of year | 2017-12-31 | $3,726,208 |
Value of fidelity bond covering the plan | 2017-12-31 | $190,000 |
Total contributions received or receivable from participants | 2017-12-31 | $397,711 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $7,798 |
Other income received | 2017-12-31 | $563,367 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $822,249 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $4,548,457 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,726,208 |
Assets. Value of participant loans | 2017-12-31 | $10,081 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $181,962 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $14,891 |