401k Plan data: HOLY FAMILY INSTITUTE RETIREMENT PLAN plan

HOLY FAMILY INSTITUTE RETIREMENT PLAN 401k Plan overview

Plan Name	HOLY FAMILY INSTITUTE RETIREMENT PLAN
Plan identification number	002

HOLY FAMILY INSTITUTE RETIREMENT 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

HOLY FAMILY INSTITUTE has sponsored the creation of one or more 401k plans.

Company Name: HOLY FAMILY INSTITUTE

Employer identification number (EIN): 250984606

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Additional information about HOLY FAMILY INSTITUTE

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE

Incorporation Date:

Company Identification Number: 163345

More information about HOLY FAMILY INSTITUTE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOLY FAMILY INSTITUTE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-07-01
002 2021-07-01
002 2020-07-01
002 2019-07-01
002 2018-07-01
002 2017-07-01 SUSAN J. SANFORD
002 2016-07-01 SUSAN J. SANFORD
002 2015-07-01 SUSAN SANFORD
002 2014-07-01 SUSAN SANFORD
002 2013-07-01 SUSAN J. SANFORD
002 2012-07-01 SUSAN J. SANFORD MARK J. PALASTRO 2014-03-19
002 2011-07-01 SUSAN J. SANFORD MARK J. PALASTRO 2013-04-12
002 2009-07-01 SUSAN J. SANFORD SUSAN J. SANFORD 2011-01-19

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2022-07-01
002	2021-07-01
002	2020-07-01
002	2019-07-01
002	2018-07-01
002	2017-07-01	SUSAN J. SANFORD
002	2016-07-01	SUSAN J. SANFORD
002	2015-07-01	SUSAN SANFORD
002	2014-07-01	SUSAN SANFORD
002	2013-07-01	SUSAN J. SANFORD
002	2012-07-01	SUSAN J. SANFORD	MARK J. PALASTRO	2014-03-19
002	2011-07-01	SUSAN J. SANFORD	MARK J. PALASTRO	2013-04-12
002	2009-07-01	SUSAN J. SANFORD	SUSAN J. SANFORD	2011-01-19

Plan Statistics for HOLY FAMILY INSTITUTE RETIREMENT PLAN

401k plan membership statisitcs for HOLY FAMILY INSTITUTE RETIREMENT PLAN

Measure Date Value
2022: HOLY FAMILY INSTITUTE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 500
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 347
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 181
Total of all active and inactive participants 2022-07-01 528
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 528
Number of participants with account balances 2022-07-01 490
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 65
2021: HOLY FAMILY INSTITUTE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 441
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 363
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 124
Total of all active and inactive participants 2021-07-01 487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 487
Number of participants with account balances 2021-07-01 446
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 22
2020: HOLY FAMILY INSTITUTE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 443
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 334
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 104
Total of all active and inactive participants 2020-07-01 438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 438
Number of participants with account balances 2020-07-01 395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 34
2019: HOLY FAMILY INSTITUTE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 510
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 351
Number of retired or separated participants receiving benefits 2019-07-01 1
Number of other retired or separated participants entitled to future benefits 2019-07-01 87
Total of all active and inactive participants 2019-07-01 439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 439
Number of participants with account balances 2019-07-01 407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 47
2018: HOLY FAMILY INSTITUTE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 468
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 360
Number of retired or separated participants receiving benefits 2018-07-01 1
Number of other retired or separated participants entitled to future benefits 2018-07-01 142
Total of all active and inactive participants 2018-07-01 503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 503
Number of participants with account balances 2018-07-01 452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 33
2017: HOLY FAMILY INSTITUTE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 308
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 332
Number of retired or separated participants receiving benefits 2017-07-01 1
Number of other retired or separated participants entitled to future benefits 2017-07-01 123
Total of all active and inactive participants 2017-07-01 456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 456
Number of participants with account balances 2017-07-01 417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 6
2016: HOLY FAMILY INSTITUTE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 313
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 200
Number of retired or separated participants receiving benefits 2016-07-01 1
Number of other retired or separated participants entitled to future benefits 2016-07-01 101
Total of all active and inactive participants 2016-07-01 302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 302
Number of participants with account balances 2016-07-01 302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 10
2015: HOLY FAMILY INSTITUTE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 325
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 206
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 107
Total of all active and inactive participants 2015-07-01 313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 313
Number of participants with account balances 2015-07-01 294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 13
2014: HOLY FAMILY INSTITUTE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 386
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 260
Number of other retired or separated participants entitled to future benefits 2014-07-01 62
Total of all active and inactive participants 2014-07-01 322
Total participants 2014-07-01 322
Number of participants with account balances 2014-07-01 322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 3
2013: HOLY FAMILY INSTITUTE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 555
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 281
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 95
Total of all active and inactive participants 2013-07-01 377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 1
Total participants 2013-07-01 378
Number of participants with account balances 2013-07-01 306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 14
2012: HOLY FAMILY INSTITUTE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 584
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 407
Number of retired or separated participants receiving benefits 2012-07-01 3
Number of other retired or separated participants entitled to future benefits 2012-07-01 111
Total of all active and inactive participants 2012-07-01 521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 1
Total participants 2012-07-01 522
Number of participants with account balances 2012-07-01 378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 39
2011: HOLY FAMILY INSTITUTE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 624
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 430
Number of retired or separated participants receiving benefits 2011-07-01 4
Number of other retired or separated participants entitled to future benefits 2011-07-01 103
Total of all active and inactive participants 2011-07-01 537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 537
Number of participants with account balances 2011-07-01 420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 11
2009: HOLY FAMILY INSTITUTE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 688
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 564
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 53
Total of all active and inactive participants 2009-07-01 617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 617
Number of participants with account balances 2009-07-01 331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 137

Measure	Date	Value
2022: HOLY FAMILY INSTITUTE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	500
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	347
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	181
Total of all active and inactive participants	2022-07-01	528
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	528
Number of participants with account balances	2022-07-01	490
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	65
2021: HOLY FAMILY INSTITUTE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	441
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	363
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	124
Total of all active and inactive participants	2021-07-01	487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	487
Number of participants with account balances	2021-07-01	446
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	22
2020: HOLY FAMILY INSTITUTE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	443
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	334
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	104
Total of all active and inactive participants	2020-07-01	438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	438
Number of participants with account balances	2020-07-01	395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	34
2019: HOLY FAMILY INSTITUTE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	510
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	351
Number of retired or separated participants receiving benefits	2019-07-01	1
Number of other retired or separated participants entitled to future benefits	2019-07-01	87
Total of all active and inactive participants	2019-07-01	439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	439
Number of participants with account balances	2019-07-01	407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	47
2018: HOLY FAMILY INSTITUTE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	468
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	360
Number of retired or separated participants receiving benefits	2018-07-01	1
Number of other retired or separated participants entitled to future benefits	2018-07-01	142
Total of all active and inactive participants	2018-07-01	503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	503
Number of participants with account balances	2018-07-01	452
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	33
2017: HOLY FAMILY INSTITUTE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	308
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	332
Number of retired or separated participants receiving benefits	2017-07-01	1
Number of other retired or separated participants entitled to future benefits	2017-07-01	123
Total of all active and inactive participants	2017-07-01	456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	456
Number of participants with account balances	2017-07-01	417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	6
2016: HOLY FAMILY INSTITUTE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	313
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	200
Number of retired or separated participants receiving benefits	2016-07-01	1
Number of other retired or separated participants entitled to future benefits	2016-07-01	101
Total of all active and inactive participants	2016-07-01	302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	302
Number of participants with account balances	2016-07-01	302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	10
2015: HOLY FAMILY INSTITUTE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	325
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	206
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	107
Total of all active and inactive participants	2015-07-01	313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	313
Number of participants with account balances	2015-07-01	294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	13
2014: HOLY FAMILY INSTITUTE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	386
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	260
Number of other retired or separated participants entitled to future benefits	2014-07-01	62
Total of all active and inactive participants	2014-07-01	322
Total participants	2014-07-01	322
Number of participants with account balances	2014-07-01	322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	3
2013: HOLY FAMILY INSTITUTE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	555
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	281
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	95
Total of all active and inactive participants	2013-07-01	377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	1
Total participants	2013-07-01	378
Number of participants with account balances	2013-07-01	306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	14
2012: HOLY FAMILY INSTITUTE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	584
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	407
Number of retired or separated participants receiving benefits	2012-07-01	3
Number of other retired or separated participants entitled to future benefits	2012-07-01	111
Total of all active and inactive participants	2012-07-01	521
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	1
Total participants	2012-07-01	522
Number of participants with account balances	2012-07-01	378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	39
2011: HOLY FAMILY INSTITUTE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	624
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	430
Number of retired or separated participants receiving benefits	2011-07-01	4
Number of other retired or separated participants entitled to future benefits	2011-07-01	103
Total of all active and inactive participants	2011-07-01	537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	537
Number of participants with account balances	2011-07-01	420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	11
2009: HOLY FAMILY INSTITUTE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	688
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	564
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	53
Total of all active and inactive participants	2009-07-01	617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	617
Number of participants with account balances	2009-07-01	331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	137

Financial Data on HOLY FAMILY INSTITUTE RETIREMENT PLAN

Measure	Date	Value
2023 : HOLY FAMILY INSTITUTE RETIREMENT PLAN 2023 401k financial data
Total income from all sources (including contributions)	2023-06-30	$2,132,189
Total of all expenses incurred	2023-06-30	$996,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$964,417
Value of total corrective distributions	2023-06-30	$4,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$1,304,230
Value of total assets at end of year	2023-06-30	$8,332,117
Value of total assets at beginning of year	2023-06-30	$7,195,948
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$27,302
Total interest from all sources	2023-06-30	$3,986
Total dividends received (eg from common stock, registered investment company shares)	2023-06-30	$83,948
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-06-30	$83,948
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2023-06-30	Yes
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Contributions received from participants	2023-06-30	$881,033
Income. Received or receivable in cash from other sources (including rollovers)	2023-06-30	$110,302
Administrative expenses (other) incurred	2023-06-30	$22,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Value of net income/loss	2023-06-30	$1,136,169
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$8,332,117
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$7,195,948
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Investment advisory and management fees	2023-06-30	$4,868
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-06-30	$4,639,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-06-30	$0
Value of interest in pooled separate accounts at end of year	2023-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2023-06-30	$6,780,340
Interest earned on other investments	2023-06-30	$3,986
Value of interest in common/collective trusts at end of year	2023-06-30	$3,302,533
Value of interest in common/collective trusts at beginning of year	2023-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-06-30	$390,035
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-06-30	$415,608
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-06-30	$206,123
Net investment gain/loss from pooled separate accounts	2023-06-30	$312,326
Net investment gain or loss from common/collective trusts	2023-06-30	$221,576
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	No
Was there a failure to transmit to the plan any participant contributions	2023-06-30	No
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Contributions received in cash from employer	2023-06-30	$312,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$964,417
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	2023-06-30	Yes
Did the plan have assets held for investment	2023-06-30	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	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	No
Opinion of an independent qualified public accountant for this plan	2023-06-30	Disclaimer
Accountancy firm name	2023-06-30	GROSSMAN, YANAK &FORD LLP
Accountancy firm EIN	2023-06-30	251638525
2022 : HOLY FAMILY INSTITUTE RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-06-30	$36,260
Total of all expenses incurred	2022-06-30	$2,062,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$2,050,468
Value of total corrective distributions	2022-06-30	$7,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$1,142,541
Value of total assets at end of year	2022-06-30	$7,195,948
Value of total assets at beginning of year	2022-06-30	$9,221,785
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$4,061
Total interest from all sources	2022-06-30	$4,215
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$781,163
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$159,045
Administrative expenses (other) incurred	2022-06-30	$4,061
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-2,025,837
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$7,195,948
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$9,221,785
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in pooled separate accounts at end of year	2022-06-30	$6,780,340
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$8,647,319
Interest earned on other investments	2022-06-30	$4,215
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$415,608
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$574,466
Net investment gain/loss from pooled separate accounts	2022-06-30	$-1,110,496
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$202,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$2,050,468
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	2022-06-30	No
Did the plan have assets held for investment	2022-06-30	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	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Disclaimer
Accountancy firm name	2022-06-30	GROSSMAN, YANAK & FORD LLP
Accountancy firm EIN	2022-06-30	251638525
2021 : HOLY FAMILY INSTITUTE RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-06-30	$3,044,890
Total of all expenses incurred	2021-06-30	$942,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$938,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$897,211
Value of total assets at end of year	2021-06-30	$9,221,785
Value of total assets at beginning of year	2021-06-30	$7,119,129
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$4,189
Total interest from all sources	2021-06-30	$5,055
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$624,641
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$93,354
Administrative expenses (other) incurred	2021-06-30	$4,189
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$2,102,656
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$9,221,785
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$7,119,129
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in pooled separate accounts at end of year	2021-06-30	$8,647,319
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$6,442,184
Interest earned on other investments	2021-06-30	$5,055
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$574,466
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$676,945
Net investment gain/loss from pooled separate accounts	2021-06-30	$2,142,624
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$179,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$938,045
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	2021-06-30	No
Did the plan have assets held for investment	2021-06-30	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	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	GROSSMAN, YANAK & FORD LLP
Accountancy firm EIN	2021-06-30	251638525
2020 : HOLY FAMILY INSTITUTE RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-06-30	$813,586
Total of all expenses incurred	2020-06-30	$1,130,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$1,124,225
Value of total corrective distributions	2020-06-30	$1,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$696,748
Value of total assets at end of year	2020-06-30	$7,119,129
Value of total assets at beginning of year	2020-06-30	$7,435,933
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$4,813
Total interest from all sources	2020-06-30	$5,723
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$501,356
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$48,039
Administrative expenses (other) incurred	2020-06-30	$4,813
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$-316,804
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$7,119,129
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$7,435,933
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in pooled separate accounts at end of year	2020-06-30	$6,442,184
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$6,704,970
Interest earned on other investments	2020-06-30	$5,723
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$676,945
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$730,963
Net investment gain/loss from pooled separate accounts	2020-06-30	$111,115
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$147,353
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$1,124,225
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	2020-06-30	No
Did the plan have assets held for investment	2020-06-30	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	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	GROSSMAN, YANAK & FORD LLP
Accountancy firm EIN	2020-06-30	251638525
2019 : HOLY FAMILY INSTITUTE RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-06-30	$856,304
Total of all expenses incurred	2019-06-30	$212,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$208,062
Value of total corrective distributions	2019-06-30	$1,823
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$561,643
Value of total assets at end of year	2019-06-30	$7,435,933
Value of total assets at beginning of year	2019-06-30	$6,792,204
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$2,690
Total interest from all sources	2019-06-30	$5,584
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$422,336
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$1,711
Administrative expenses (other) incurred	2019-06-30	$2,690
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$643,729
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$7,435,933
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$6,792,204
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in pooled separate accounts at end of year	2019-06-30	$6,704,970
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$6,157,184
Interest earned on other investments	2019-06-30	$5,584
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$730,963
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$635,020
Net investment gain/loss from pooled separate accounts	2019-06-30	$289,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$137,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$208,062
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	2019-06-30	No
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	GROSSMAN, YANAK & FORD LLP
Accountancy firm EIN	2019-06-30	251638525
2018 : HOLY FAMILY INSTITUTE RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-06-30	$1,133,610
Total of all expenses incurred	2018-06-30	$204,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$201,158
Value of total corrective distributions	2018-06-30	$1,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$592,700
Value of total assets at end of year	2018-06-30	$6,792,204
Value of total assets at beginning of year	2018-06-30	$5,863,218
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$1,908
Total interest from all sources	2018-06-30	$4,275
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$381,548
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$93,296
Administrative expenses (other) incurred	2018-06-30	$1,908
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$928,986
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$6,792,204
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$5,863,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in pooled separate accounts at end of year	2018-06-30	$6,157,184
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$5,242,186
Interest earned on other investments	2018-06-30	$4,275
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$635,020
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$621,032
Net investment gain/loss from pooled separate accounts	2018-06-30	$536,635
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$117,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$201,158
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	2018-06-30	No
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	GROSSMAN, YANAK & FORD LLP
Accountancy firm EIN	2018-06-30	251638525
2017 : HOLY FAMILY INSTITUTE RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-06-30	$1,152,983
Total of all expenses incurred	2017-06-30	$394,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$390,391
Value of total corrective distributions	2017-06-30	$1,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$465,232
Value of total assets at end of year	2017-06-30	$5,863,218
Value of total assets at beginning of year	2017-06-30	$5,104,270
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$2,239
Total interest from all sources	2017-06-30	$4,383
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$342,331
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$22,213
Administrative expenses (other) incurred	2017-06-30	$2,239
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$758,948
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$5,863,218
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$5,104,270
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in pooled separate accounts at end of year	2017-06-30	$5,242,186
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$4,535,339
Interest earned on other investments	2017-06-30	$4,383
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$621,032
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$568,931
Net investment gain/loss from pooled separate accounts	2017-06-30	$683,368
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$100,688
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$390,391
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	2017-06-30	No
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	GROSSMAN, YANAK & FORD LLP
Accountancy firm EIN	2017-06-30	251638525
2016 : HOLY FAMILY INSTITUTE RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-06-30	$393,084
Total of all expenses incurred	2016-06-30	$855,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$851,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$439,162
Value of total assets at end of year	2016-06-30	$5,104,270
Value of total assets at beginning of year	2016-06-30	$5,566,472
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$3,618
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$343,722
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$1,285
Other income not declared elsewhere	2016-06-30	$4,394
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-462,202
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$5,104,270
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$5,566,472
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in pooled separate accounts at end of year	2016-06-30	$4,535,339
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$4,955,670
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$568,931
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$610,802
Net investment gain/loss from pooled separate accounts	2016-06-30	$-50,472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$94,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$851,668
Contract administrator fees	2016-06-30	$3,618
Did the plan have assets held for investment	2016-06-30	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	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	GROSSMAN, YANAK & FORD LLP
Accountancy firm EIN	2016-06-30	251638525
2015 : HOLY FAMILY INSTITUTE RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-06-30	$598,682
Total of all expenses incurred	2015-06-30	$871,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$867,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$413,895
Value of total assets at end of year	2015-06-30	$5,566,472
Value of total assets at beginning of year	2015-06-30	$5,839,737
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$4,757
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$327,971
Participant contributions at beginning of year	2015-06-30	$11,966
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$10,407
Other income not declared elsewhere	2015-06-30	$5,210
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$-273,265
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$5,566,472
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$5,839,737
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in pooled separate accounts at end of year	2015-06-30	$4,955,670
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$5,118,931
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$610,802
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$705,989
Net investment gain/loss from pooled separate accounts	2015-06-30	$179,577
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$75,517
Employer contributions (assets) at beginning of year	2015-06-30	$2,851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$867,190
Contract administrator fees	2015-06-30	$4,757
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	2015-06-30	No
Did the plan have assets held for investment	2015-06-30	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	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	GROSSMAN, YANAK & FORD LLP
Accountancy firm EIN	2015-06-30	251638525
2014 : HOLY FAMILY INSTITUTE RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-06-30	$1,233,200
Total of all expenses incurred	2014-06-30	$331,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$330,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$401,318
Value of total assets at end of year	2014-06-30	$5,839,737
Value of total assets at beginning of year	2014-06-30	$4,938,227
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$792
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$308,810
Participant contributions at end of year	2014-06-30	$11,966
Participant contributions at beginning of year	2014-06-30	$11,274
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$24,946
Other income not declared elsewhere	2014-06-30	$6,167
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$901,510
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$5,839,737
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$4,938,227
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in pooled separate accounts at end of year	2014-06-30	$5,118,931
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$4,138,486
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$705,989
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$785,544
Net investment gain/loss from pooled separate accounts	2014-06-30	$825,715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$67,562
Employer contributions (assets) at end of year	2014-06-30	$2,851
Employer contributions (assets) at beginning of year	2014-06-30	$2,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$330,898
Contract administrator fees	2014-06-30	$792
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	2014-06-30	No
Did the plan have assets held for investment	2014-06-30	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	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	GROSSMAN, YANAK & FORD LLP
Accountancy firm EIN	2014-06-30	251638525
2013 : HOLY FAMILY INSTITUTE RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$1,002,465
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$732,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$732,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$404,193
Value of total assets at end of year	2013-06-30	$4,938,227
Value of total assets at beginning of year	2013-06-30	$4,668,187
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$0
Total interest from all sources	2013-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$326,884
Participant contributions at end of year	2013-06-30	$11,274
Participant contributions at beginning of year	2013-06-30	$12,864
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$7,549
Other income not declared elsewhere	2013-06-30	$7,545
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$270,040
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$4,938,227
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$4,668,187
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in pooled separate accounts at end of year	2013-06-30	$4,138,486
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$3,757,874
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$785,544
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$894,155
Net investment gain/loss from pooled separate accounts	2013-06-30	$590,727
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$69,760
Employer contributions (assets) at end of year	2013-06-30	$2,923
Employer contributions (assets) at beginning of year	2013-06-30	$3,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$732,425
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	2013-06-30	No
Did the plan have assets held for investment	2013-06-30	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	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	GROSSMAN, YANAK & FORD LLP
Accountancy firm EIN	2013-06-30	251638525
2012 : HOLY FAMILY INSTITUTE RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$369,011
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$503,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$503,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$415,681
Value of total assets at end of year	2012-06-30	$4,668,187
Value of total assets at beginning of year	2012-06-30	$4,803,067
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$0
Total interest from all sources	2012-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$500,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$364,421
Participant contributions at end of year	2012-06-30	$12,864
Other income not declared elsewhere	2012-06-30	$32,328
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$-134,880
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$4,668,187
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$4,803,067
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in pooled separate accounts at end of year	2012-06-30	$3,757,874
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$3,931,825
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$894,155
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$871,242
Net investment gain/loss from pooled separate accounts	2012-06-30	$-78,998
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$51,260
Employer contributions (assets) at end of year	2012-06-30	$3,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$503,891
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	2012-06-30	No
Did the plan have assets held for investment	2012-06-30	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	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	GROSSMAN YANAK & FORD LLP
Accountancy firm EIN	2012-06-30	251638525
2011 : HOLY FAMILY INSTITUTE RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$1,111,884
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$833,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$817,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$291,324
Value of total assets at end of year	2011-06-30	$4,803,067
Value of total assets at beginning of year	2011-06-30	$4,524,630
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$16,352
Total interest from all sources	2011-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$500,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$291,324
Other income not declared elsewhere	2011-06-30	$707,524
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$278,437
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$4,803,067
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$4,524,630
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$707,983
Value of interest in pooled separate accounts at end of year	2011-06-30	$3,931,825
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$2,702,405
Value of interest in common/collective trusts at beginning of year	2011-06-30	$1,114,242
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$871,242
Net investment gain/loss from pooled separate accounts	2011-06-30	$113,036
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$817,095
Contract administrator fees	2011-06-30	$16,352
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	2011-06-30	No
Did the plan have assets held for investment	2011-06-30	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	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	MAHER DUESSEL
Accountancy firm EIN	2011-06-30	251622758
2010 : HOLY FAMILY INSTITUTE RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for HOLY FAMILY INSTITUTE RETIREMENT PLAN

2022: HOLY FAMILY INSTITUTE RETIREMENT PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Plan funding arrangement – Insurance	Yes
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement – Insurance	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: HOLY FAMILY INSTITUTE RETIREMENT PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: HOLY FAMILY INSTITUTE RETIREMENT PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: HOLY FAMILY INSTITUTE RETIREMENT PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: HOLY FAMILY INSTITUTE RETIREMENT PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: HOLY FAMILY INSTITUTE RETIREMENT PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: HOLY FAMILY INSTITUTE RETIREMENT PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: HOLY FAMILY INSTITUTE RETIREMENT PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: HOLY FAMILY INSTITUTE RETIREMENT PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: HOLY FAMILY INSTITUTE RETIREMENT PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: HOLY FAMILY INSTITUTE RETIREMENT PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: HOLY FAMILY INSTITUTE 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 – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: HOLY FAMILY INSTITUTE 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	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

517893

Policy instance

Insurance contract or identification number	517893
Number of Individuals Covered	490
Insurance policy start date	2022-09-09
Insurance policy end date	2023-06-30
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

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

341886

Policy instance

Insurance contract or identification number	341886
Number of Individuals Covered	0
Insurance policy start date	2022-07-01
Insurance policy end date	2022-09-09
Total amount of commissions paid to insurance broker	USD $4,700
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 $4,700
Insurance broker organization code?	3

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

341886

Policy instance

Insurance contract or identification number	341886
Number of Individuals Covered	446
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $21,702
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 $21,702
Insurance broker organization code?	3

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

341886

Policy instance

Insurance contract or identification number	341886
Number of Individuals Covered	395
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $20,993
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 $20,993
Insurance broker organization code?	3

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

341886

Policy instance

Insurance contract or identification number	341886
Number of Individuals Covered	407
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $17,397
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 $17,397
Insurance broker organization code?	3

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

341886

Policy instance

Insurance contract or identification number	341886
Number of Individuals Covered	452
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $17,372
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 $17,372
Insurance broker organization code?	3

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

341886

Policy instance

Insurance contract or identification number	341886
Number of Individuals Covered	417
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $15,916
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

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

341886

Policy instance

Insurance contract or identification number	341886
Number of Individuals Covered	294
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $9,388
Total amount of fees paid to insurance company	USD $2,347
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 $3,286
Insurance broker organization code?	3
Insurance broker name	MORGAN STANLEY INSURANCE SERVICES

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

341886

Policy instance

Insurance contract or identification number	341886
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $14,140
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 $3,959
Insurance broker organization code?	3
Insurance broker name	MORGAN STANLEY INSURANCE SERVICES

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

341886

Policy instance

Insurance contract or identification number	341886
Number of Individuals Covered	377
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $13,295
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $3,723
Insurance broker organization code?	3
Insurance broker name	MORGAN STANLEY INSURANCE SERVICES

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

341886

Policy instance

Insurance contract or identification number	341886
Number of Individuals Covered	522
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $12,240
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $3,427
Insurance broker organization code?	3
Insurance broker name	MORGAN STANLEY INSURANCE SERVICES

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

341886

Policy instance

Insurance contract or identification number	341886
Number of Individuals Covered	537
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $11,366
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

341886

Policy instance

Insurance contract or identification number	341886
Number of Individuals Covered	589
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $5,066
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	HOLY FAMILY INSTITUTE
Employer identification number (EIN):	250984606
NAIC Classification:	624100
NAIC Description:	Individual and Family Services

Jurisdiction of Incorporation:	COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number:	163345