401k Plan data: BOSTON TRINITY ACADEMY RETIREMENT PLAN plan

BOSTON TRINITY ACADEMY RETIREMENT PLAN 401k Plan overview

Plan Name	BOSTON TRINITY ACADEMY RETIREMENT PLAN
Plan identification number	001

BOSTON TRINITY ACADEMY RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock 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.

401k Sponsoring company profile

BOSTON TRINITY ACADEMY has sponsored the creation of one or more 401k plans.

Company Name: BOSTON TRINITY ACADEMY

Employer identification number (EIN): 043580876

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOSTON TRINITY ACADEMY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01 PATRICK MCAVOY 2024-01-22
001 2021-07-01 PATRICK MCAVOY 2022-11-18
001 2020-07-01 ANN CONNORS 2022-03-28
001 2019-07-01 ANN CONNORS 2021-01-15
001 2019-07-01 ANN CONNORS 2021-01-15
001 2018-07-01 ANN CONNORS 2020-02-03
001 2017-07-01 ANN CONNORS 2019-04-08
001 2016-07-01 ANN CONNORS 2018-02-07
001 2016-07-01 ANN CONNORS 2018-03-01
001 2015-07-01
001 2014-07-01
001 2013-07-01
001 2012-07-01 ANN CONNORS
001 2011-07-01 ANN CONNORS
001 2009-07-01 ANN CONNORS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-07-01	PATRICK MCAVOY	2024-01-22
001	2021-07-01	PATRICK MCAVOY	2022-11-18
001	2020-07-01	ANN CONNORS	2022-03-28
001	2019-07-01	ANN CONNORS	2021-01-15
001	2019-07-01	ANN CONNORS	2021-01-15
001	2018-07-01	ANN CONNORS	2020-02-03
001	2017-07-01	ANN CONNORS	2019-04-08
001	2016-07-01	ANN CONNORS	2018-02-07
001	2016-07-01	ANN CONNORS	2018-03-01
001	2015-07-01
001	2014-07-01
001	2013-07-01
001	2012-07-01	ANN CONNORS
001	2011-07-01	ANN CONNORS
001	2009-07-01	ANN CONNORS

Plan Statistics for BOSTON TRINITY ACADEMY RETIREMENT PLAN

401k plan membership statisitcs for BOSTON TRINITY ACADEMY RETIREMENT PLAN

Measure Date Value
2015: BOSTON TRINITY ACADEMY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 37
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 27
Number of retired or separated participants receiving benefits 2015-07-01 3
Number of other retired or separated participants entitled to future benefits 2015-07-01 13
Total of all active and inactive participants 2015-07-01 43
Total participants 2015-07-01 43
Number of participants with account balances 2015-07-01 43
2014: BOSTON TRINITY ACADEMY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 33
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 25
Number of retired or separated participants receiving benefits 2014-07-01 2
Number of other retired or separated participants entitled to future benefits 2014-07-01 10
Total of all active and inactive participants 2014-07-01 37
Total participants 2014-07-01 37
Number of participants with account balances 2014-07-01 37
2013: BOSTON TRINITY ACADEMY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 36
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 24
Number of retired or separated participants receiving benefits 2013-07-01 1
Number of other retired or separated participants entitled to future benefits 2013-07-01 8
Total of all active and inactive participants 2013-07-01 33
Total participants 2013-07-01 33
Number of participants with account balances 2013-07-01 33
2012: BOSTON TRINITY ACADEMY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 30
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 25
Number of retired or separated participants receiving benefits 2012-07-01 2
Number of other retired or separated participants entitled to future benefits 2012-07-01 9
Total of all active and inactive participants 2012-07-01 36
Total participants 2012-07-01 36
Number of participants with account balances 2012-07-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: BOSTON TRINITY ACADEMY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 24
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 21
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 9
Total of all active and inactive participants 2011-07-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 30
Number of participants with account balances 2011-07-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2009: BOSTON TRINITY ACADEMY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 19
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 22
Total of all active and inactive participants 2009-07-01 22
Total participants 2009-07-01 22
Number of participants with account balances 2009-07-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 3

Measure	Date	Value
2015: BOSTON TRINITY ACADEMY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	37
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	27
Number of retired or separated participants receiving benefits	2015-07-01	3
Number of other retired or separated participants entitled to future benefits	2015-07-01	13
Total of all active and inactive participants	2015-07-01	43
Total participants	2015-07-01	43
Number of participants with account balances	2015-07-01	43
2014: BOSTON TRINITY ACADEMY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	33
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	25
Number of retired or separated participants receiving benefits	2014-07-01	2
Number of other retired or separated participants entitled to future benefits	2014-07-01	10
Total of all active and inactive participants	2014-07-01	37
Total participants	2014-07-01	37
Number of participants with account balances	2014-07-01	37
2013: BOSTON TRINITY ACADEMY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	36
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	24
Number of retired or separated participants receiving benefits	2013-07-01	1
Number of other retired or separated participants entitled to future benefits	2013-07-01	8
Total of all active and inactive participants	2013-07-01	33
Total participants	2013-07-01	33
Number of participants with account balances	2013-07-01	33
2012: BOSTON TRINITY ACADEMY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	30
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	25
Number of retired or separated participants receiving benefits	2012-07-01	2
Number of other retired or separated participants entitled to future benefits	2012-07-01	9
Total of all active and inactive participants	2012-07-01	36
Total participants	2012-07-01	36
Number of participants with account balances	2012-07-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: BOSTON TRINITY ACADEMY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	24
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	21
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	9
Total of all active and inactive participants	2011-07-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	30
Number of participants with account balances	2011-07-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2009: BOSTON TRINITY ACADEMY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	19
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	22
Total of all active and inactive participants	2009-07-01	22
Total participants	2009-07-01	22
Number of participants with account balances	2009-07-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	3

Financial Data on BOSTON TRINITY ACADEMY RETIREMENT PLAN

Measure	Date	Value
2016 : BOSTON TRINITY ACADEMY RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-06-30	$167,710
Expenses. Total of all expenses incurred	2016-06-30	$40,582
Benefits paid (including direct rollovers)	2016-06-30	$39,812
Total plan assets at end of year	2016-06-30	$800,446
Total plan assets at beginning of year	2016-06-30	$673,318
Total contributions received or receivable from participants	2016-06-30	$134,619
Other income received	2016-06-30	$-4,584
Net income (gross income less expenses)	2016-06-30	$127,128
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$800,446
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$673,318
Total contributions received or receivable from employer(s)	2016-06-30	$37,675
Expenses. Administrative service providers (salaries,fees and commissions)	2016-06-30	$770
2015 : BOSTON TRINITY ACADEMY RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-06-30	$147,458
Expenses. Total of all expenses incurred	2015-06-30	$38,213
Benefits paid (including direct rollovers)	2015-06-30	$37,513
Total plan assets at end of year	2015-06-30	$673,318
Total plan assets at beginning of year	2015-06-30	$564,073
Total contributions received or receivable from participants	2015-06-30	$92,135
Other income received	2015-06-30	$24,748
Net income (gross income less expenses)	2015-06-30	$109,245
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$673,318
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$564,073
Total contributions received or receivable from employer(s)	2015-06-30	$30,575
Expenses. Administrative service providers (salaries,fees and commissions)	2015-06-30	$700
2014 : BOSTON TRINITY ACADEMY RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-06-30	$168,891
Expenses. Total of all expenses incurred	2014-06-30	$12,893
Benefits paid (including direct rollovers)	2014-06-30	$12,263
Total plan assets at end of year	2014-06-30	$564,073
Total plan assets at beginning of year	2014-06-30	$408,075
Total contributions received or receivable from participants	2014-06-30	$60,825
Contributions received from other sources (not participants or employers)	2014-06-30	$0
Other income received	2014-06-30	$79,356
Net income (gross income less expenses)	2014-06-30	$155,998
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$564,073
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$408,075
Total contributions received or receivable from employer(s)	2014-06-30	$28,710
Expenses. Administrative service providers (salaries,fees and commissions)	2014-06-30	$630
2013 : BOSTON TRINITY ACADEMY RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-06-30	$196,424
Expenses. Total of all expenses incurred	2013-06-30	$7,235
Benefits paid (including direct rollovers)	2013-06-30	$6,625
Total plan assets at end of year	2013-06-30	$408,075
Total plan assets at beginning of year	2013-06-30	$218,886
Total contributions received or receivable from participants	2013-06-30	$65,455
Contributions received from other sources (not participants or employers)	2013-06-30	$66,665
Other income received	2013-06-30	$34,534
Net income (gross income less expenses)	2013-06-30	$189,189
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$408,075
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$218,886
Total contributions received or receivable from employer(s)	2013-06-30	$29,770
Expenses. Administrative service providers (salaries,fees and commissions)	2013-06-30	$610
2012 : BOSTON TRINITY ACADEMY RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-06-30	$56,747
Expenses. Total of all expenses incurred	2012-06-30	$4,300
Benefits paid (including direct rollovers)	2012-06-30	$3,765
Total plan assets at end of year	2012-06-30	$218,886
Total plan assets at beginning of year	2012-06-30	$166,439
Total contributions received or receivable from participants	2012-06-30	$40,709
Other income received	2012-06-30	$-1,222
Net income (gross income less expenses)	2012-06-30	$52,447
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$218,886
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$166,439
Total contributions received or receivable from employer(s)	2012-06-30	$17,260
Expenses. Administrative service providers (salaries,fees and commissions)	2012-06-30	$535
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
2011 : BOSTON TRINITY ACADEMY RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-06-30	$64,630
Expenses. Total of all expenses incurred	2011-06-30	$480
Total plan assets at end of year	2011-06-30	$166,439
Total plan assets at beginning of year	2011-06-30	$102,289
Total contributions received or receivable from participants	2011-06-30	$27,999
Other income received	2011-06-30	$29,506
Net income (gross income less expenses)	2011-06-30	$64,150
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$166,439
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$102,289
Total contributions received or receivable from employer(s)	2011-06-30	$7,125
Expenses. Administrative service providers (salaries,fees and commissions)	2011-06-30	$480

Form 5500 Responses for BOSTON TRINITY ACADEMY RETIREMENT PLAN

2015: BOSTON TRINITY ACADEMY RETIREMENT PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: BOSTON TRINITY ACADEMY RETIREMENT PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: BOSTON TRINITY ACADEMY RETIREMENT PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: BOSTON TRINITY ACADEMY RETIREMENT PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: BOSTON TRINITY ACADEMY RETIREMENT PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: BOSTON TRINITY ACADEMY RETIREMENT PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	This submission is the final filing	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BOSTON TRINITY ACADEMY
Employer identification number (EIN):	043580876
NAIC Classification:	611000