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| Plan Name | HOLY NAME PROVINCE LAY EMPLOYEES PENSION PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | FRANCISCAN FRIARS HOLY NAME PROVINCE |
| Employer identification number (EIN): | 135300606 |
| NAIC Classification: | 813000 |
| NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-07-01 | ||||
| 002 | 2022-07-01 | DENNIS M. WILSON, OFM | 2023-10-21 | DENNIS M. WILSON, OFM | 2023-10-21 |
| 002 | 2021-07-01 | DENNIS M. WILSON, OFM | 2023-01-26 | DENNIS M. WILSON, OFM | 2023-01-26 |
| 002 | 2020-07-01 | DENNIS M. WILSON, OFM | 2021-10-06 | DENNIS M. WILSON, OFM | 2021-10-06 |
| 002 | 2019-07-01 | DENNIS M. WILSON, OFM | 2020-10-22 | DENNIS M. WILSON, OFM | 2020-10-22 |
| 002 | 2018-07-01 | DENNIS M. WILSON, OFM | 2019-10-30 | DENNIS M. WILSON, OFM | 2019-10-30 |
| 002 | 2017-07-01 | DENNIS M. WILSON, OFM | 2018-09-20 | DENNIS M. WILSON, OFM | 2018-09-20 |
| 002 | 2016-07-01 | DENNIS M. WILSON, OFM | 2017-09-25 | DENNIS M. WILSON, OFM | 2017-09-25 |
| 002 | 2015-07-01 | DENNIS M. WILSON, OFM | 2016-09-28 | DENNIS M. WILSON, OFM | 2016-09-28 |
| 002 | 2014-07-01 | DENNIS M. WILSON, OFM | 2015-09-30 | DENNIS M. WILSON, OFM | 2015-09-30 |
| 002 | 2013-07-01 | DENNIS M. WILSON, OFM | 2014-10-21 | DENNIS M. WILSON, OFM | 2014-10-21 |
| 002 | 2012-07-01 | DENNIS M. WILSON, OFM | 2014-01-07 | ||
| 002 | 2011-07-01 | DENNIS M. WILSON, OFM | 2012-09-20 | DENNIS M. WILSON, OFM | 2012-09-20 |
| 002 | 2010-07-01 | DENNIS M. WILSON, OFM | 2011-09-20 | DENNIS M. WILSON, OFM | 2011-09-20 |
| Measure | Date | Value |
|---|---|---|
| 2025 : HOLY NAME PROVINCE LAY EMPLOYEES PENSION PLAN 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-01-15 | -4257 |
| Total expenses incurred by plan in this plan year | 2025-01-15 | 54918 |
| Net assets as of the end of the plan year | 2025-01-15 | 5401516 |
| Total assets as of the beginning of the plan year | 2025-01-15 | 4510911 |
| Value of plan covered by a fidelity bond | 2025-01-15 | 500000 |
| Participant contributions to plan in this plan year | 2025-01-15 | 51342 |
| Other income to plan in this plan year | 2025-01-15 | 674009 |
| Plan net income in this plan year | 2025-01-15 | 894862 |
| Net assets as of the end of the plan year | 2025-01-15 | 5401516 |
| Net assets as of the beginning of the plan year | 2025-01-15 | 4510911 |
| Employer contributions to plan in this plan year | 2025-01-15 | 224429 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-01-15 | 2772 |
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