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THE SOCIETY OF ST. VINCENT DE PAUL 401(K) PLAN 401k Plan overview

Plan NameTHE SOCIETY OF ST. VINCENT DE PAUL 401(K) PLAN
Plan identification number 001

THE SOCIETY OF ST. VINCENT DE PAUL 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ST. VINCENT DE PAUL SOCIETY DISTRICT COUNCIL OF DAYTON OHIO, INC. has sponsored the creation of one or more 401k plans.

Company Name:ST. VINCENT DE PAUL SOCIETY DISTRICT COUNCIL OF DAYTON OHIO, INC.
Employer identification number (EIN):311011485
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE SOCIETY OF ST. VINCENT DE PAUL 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01MICHAEL E. VANDERBURGH2021-12-22
0012020-01-01MICHAEL E. VANDERBURGH2021-10-11
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01DAVID BOHARDT2015-07-15
0012013-01-01DAVID BOHARDT2014-09-29
0012012-01-01DAVID BOHARDT2013-07-16
0012011-01-01DAVID BOHARDT2012-07-12
0012010-01-01CHRISTINE HAMPTON2011-07-22

Plan Statistics for THE SOCIETY OF ST. VINCENT DE PAUL 401(K) PLAN

401k plan membership statisitcs for THE SOCIETY OF ST. VINCENT DE PAUL 401(K) PLAN

Measure Date Value
2021: THE SOCIETY OF ST. VINCENT DE PAUL 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01159
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE SOCIETY OF ST. VINCENT DE PAUL 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01161
Total number of active participants reported on line 7a of the Form 55002020-01-01151
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-016
Total of all active and inactive participants2020-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01157
Number of participants with account balances2020-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010

Financial Data on THE SOCIETY OF ST. VINCENT DE PAUL 401(K) PLAN

Measure Date Value
2021 : THE SOCIETY OF ST. VINCENT DE PAUL 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-10-25$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-10-25$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-10-25$0
Total income from all sources (including contributions)2021-10-25$69,484
Total loss/gain on sale of assets2021-10-25$0
Total of all expenses incurred2021-10-25$609,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-10-25$604,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-10-25$14,312
Value of total assets at end of year2021-10-25$0
Value of total assets at beginning of year2021-10-25$540,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-10-25$5,253
Total interest from all sources2021-10-25$6
Total dividends received (eg from common stock, registered investment company shares)2021-10-25$6,369
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-10-25Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-10-25$0
Total dividends received from registered investment company shares (eg mutual funds)2021-10-25$6,369
Was this plan covered by a fidelity bond2021-10-25Yes
Value of fidelity bond cover2021-10-25$200,000
If this is an individual account plan, was there a blackout period2021-10-25No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-10-25$0
Were there any nonexempt tranactions with any party-in-interest2021-10-25No
Contributions received from participants2021-10-25$14,312
Participant contributions at end of year2021-10-25$0
Participant contributions at beginning of year2021-10-25$1,787
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-25No
Value of net income/loss2021-10-25$-540,128
Value of net assets at end of year (total assets less liabilities)2021-10-25$0
Value of net assets at beginning of year (total assets less liabilities)2021-10-25$540,128
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-10-25No
Were any loans by the plan or fixed income obligations due to the plan in default2021-10-25No
Were any leases to which the plan was party in default or uncollectible2021-10-25No
Investment advisory and management fees2021-10-25$4,213
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-10-25$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-10-25$538,341
Income. Interest from loans (other than to participants)2021-10-25$6
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-10-25$48,797
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-10-25No
Was there a failure to transmit to the plan any participant contributions2021-10-25No
Has the plan failed to provide any benefit when due under the plan2021-10-25No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-10-25$604,359
Contract administrator fees2021-10-25$1,040
Did the plan have assets held for investment2021-10-25Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-10-25No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-10-25Yes
Opinion of an independent qualified public accountant for this plan2021-10-25Disclaimer
Accountancy firm name2021-10-25MATTHEW J SCARR, CPA LLC
Accountancy firm EIN2021-10-25273546363
2020 : THE SOCIETY OF ST. VINCENT DE PAUL 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$115,114
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$47,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$39,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$32,260
Value of total assets at end of year2020-12-31$540,128
Value of total assets at beginning of year2020-12-31$472,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$8,265
Total interest from all sources2020-12-31$100
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$25,552
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$25,552
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$200,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$28,820
Participant contributions at end of year2020-12-31$1,787
Participant contributions at beginning of year2020-12-31$2,376
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$67,580
Value of net assets at end of year (total assets less liabilities)2020-12-31$540,128
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$472,548
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$5,981
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$538,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$470,172
Income. Interest from loans (other than to participants)2020-12-31$100
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$57,202
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$39,269
Contract administrator fees2020-12-31$2,284
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MATTHEW J SCARR, CPA LLC
Accountancy firm EIN2020-12-31273546363

Form 5500 Responses for THE SOCIETY OF ST. VINCENT DE PAUL 401(K) PLAN

2021: THE SOCIETY OF ST. VINCENT DE PAUL 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE SOCIETY OF ST. VINCENT DE PAUL 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes

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