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SHATTUCK-ST MARY'S SCHOOL TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameSHATTUCK-ST MARY'S SCHOOL TAX DEFERRED ANNUITY PLAN
Plan identification number 001

SHATTUCK-ST MARY'S SCHOOL TAX DEFERRED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

SHATTUCK-ST. MARY'S SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:SHATTUCK-ST. MARY'S SCHOOL
Employer identification number (EIN):410696908
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHATTUCK-ST MARY'S SCHOOL TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01SCOTT RYBERG2022-05-24 SCOTT RYBERG2022-05-24
0012017-01-01SCOTT RYBERG2018-10-15 SCOTT RYBERG2018-10-15
0012016-01-01LINDA M. LAUGHLIN2017-10-03 LINDA M. LAUGHLIN2017-10-03
0012015-01-01LINDA M. LAUGHLIN2017-02-22 LINDA M. LAUGHLIN2017-02-22
0012014-01-01LINDA M. LAUGHLIN2017-02-22 LINDA M. LAUGHLIN2017-02-22
0012013-01-01DAVID ROTT2014-05-12
0012012-01-01DAVID ROTT2013-04-30
0012011-01-01DAVID ROTT2012-01-31
0012010-01-01DAVID ROTT2011-09-12

Plan Statistics for SHATTUCK-ST MARY'S SCHOOL TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for SHATTUCK-ST MARY'S SCHOOL TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022: SHATTUCK-ST MARY'S SCHOOL TAX DEFERRED ANNUITY PLAN 2022 401k membership
Total number of particpants at beginning of year2022-05-2452
Total number of particpants at end of year2022-05-240
Number of Participants With Account Balances2022-05-240

Financial Data on SHATTUCK-ST MARY'S SCHOOL TAX DEFERRED ANNUITY PLAN

Measure Date Value
2022 : SHATTUCK-ST MARY'S SCHOOL TAX DEFERRED ANNUITY PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-24-4396445
Total expenses incurred by plan in this plan year2022-05-2419216
Net assets as of the end of the plan year2022-05-240
Total assets as of the beginning of the plan year2022-05-244406774
Participant contributions to plan in this plan year2022-05-241315
Other income to plan in this plan year2022-05-247572
Plan net income in this plan year2022-05-24-10329
Net assets as of the end of the plan year2022-05-240
Net assets as of the beginning of the plan year2022-05-244406774

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