Logo

CROWN FINANCIAL MINISTRIES 403(B) PLAN 401k Plan overview

Plan NameCROWN FINANCIAL MINISTRIES 403(B) PLAN
Plan identification number 001

CROWN FINANCIAL MINISTRIES 403(B) 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.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

CROWN FINANCIAL MINISTRIES has sponsored the creation of one or more 401k plans.

Company Name:CROWN FINANCIAL MINISTRIES
Employer identification number (EIN):581260812
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CROWN FINANCIAL MINISTRIES 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01GERALD TREGEA2024-06-07 GERALD TREGEA2024-06-07
0012022-01-01GERALD TREGEA2023-08-15 GERALD TREGEA2023-08-15
0012021-01-01GERALD TREGEA2022-07-28
0012020-01-01GERALD TREGEA2021-06-24
0012020-01-01GERALD TREGEA2021-10-29 GERALD TREGEA2021-10-29
0012019-01-01GERALD TREGEA2020-06-25 GERALD TREGEA2020-06-25
0012018-01-01WAYNE EVERBACH2019-06-18 WAYNE EVERBACH2019-06-18
0012017-01-01WAYNE EVERBACH2018-07-03 WAYNE EVERBACH2018-07-03
0012016-01-01WAYNE EVERBACH2017-07-11 WAYNE EVERBACH2017-07-11
0012015-01-01WAYNE EVERBACH2016-06-17 WAYNE EVERBACH2016-06-17
0012014-01-01WAYNE EVERBACH2015-06-25 WAYNE EVERBACH2015-06-25
0012013-01-01TRACEY FRIES2014-10-02 TRACEY FRIES2014-10-02
0012012-01-01JASON MCCARTER2013-07-30 JASON MCCARTER2013-07-30
0012011-01-01STEPHEN PANTIN STEPHEN PANTIN2012-10-15
0012009-01-01KELLY SHEPARD KELLY SHEPARD2010-10-15

Financial Data on CROWN FINANCIAL MINISTRIES 403(B) PLAN

Measure Date Value
2025 : CROWN FINANCIAL MINISTRIES 403(B) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-03-170
Total liabilities as of the end of the plan year2025-03-170
Total liabilities as of the beginning of the plan year2025-03-170
Total expenses incurred by plan in this plan year2025-03-1772637
Net assets as of the end of the plan year2025-03-173239040
Total assets as of the beginning of the plan year2025-03-172622852
Value of plan covered by a fidelity bond2025-03-172000000
Participant contributions to plan in this plan year2025-03-17200239
Value of participant loans at end of plan year2025-03-1737621
Other expenses paid from plan in this plan year2025-03-170
Other contributions to plan in this plan year2025-03-1775433
Other income to plan in this plan year2025-03-17313659
Plan net income in this plan year2025-03-17616188
Net assets as of the end of the plan year2025-03-173239040
Net assets as of the beginning of the plan year2025-03-172622852
Employer contributions to plan in this plan year2025-03-1799494
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-1712339
2024 : CROWN FINANCIAL MINISTRIES 403(B) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-070
Total liabilities as of the end of the plan year2024-06-070
Total liabilities as of the beginning of the plan year2024-06-070
Total expenses incurred by plan in this plan year2024-06-0792507
Net assets as of the end of the plan year2024-06-072622852
Total assets as of the beginning of the plan year2024-06-072164084
Value of plan covered by a fidelity bond2024-06-072000000
Participant contributions to plan in this plan year2024-06-07158056
Other expenses paid from plan in this plan year2024-06-070
Other contributions to plan in this plan year2024-06-070
Other income to plan in this plan year2024-06-07294374
Plan net income in this plan year2024-06-07458768
Net assets as of the end of the plan year2024-06-072622852
Net assets as of the beginning of the plan year2024-06-072164084
Value of contributions failed to transmitted timely2024-06-07567
Employer contributions to plan in this plan year2024-06-0798845
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-0710998
2011 : CROWN FINANCIAL MINISTRIES 403(B) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$117,947
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,162,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,149,563
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$108,738
Value of total assets at end of year2011-12-31$1,824,801
Value of total assets at beginning of year2011-12-31$2,868,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$12,510
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$14,418
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$50,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$50,627
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Amount of non-exempt transactions with any party-in-interest2011-12-31$0
Contributions received from participants2011-12-31$83,754
Participant contributions at end of year2011-12-31$21,325
Participant contributions at beginning of year2011-12-31$49,965
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$24,010
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,044,126
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,824,801
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,868,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$0
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-12-31$0
Investment advisory and management fees2011-12-31$12,331
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,317,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,397,226
Interest on participant loans2011-12-31$1,832
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$12,586
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$486,439
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$421,736
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-55,836
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$974
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,149,563
Contract administrator fees2011-12-31$179
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CAPINCROUSE LLP
Accountancy firm EIN2011-12-31363990892
2010 : CROWN FINANCIAL MINISTRIES 403(B) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$545,258
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$740,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$723,595
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$219,751
Value of total assets at end of year2010-12-31$2,868,927
Value of total assets at beginning of year2010-12-31$3,063,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$16,709
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$15,336
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$58,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$58,100
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Amount of non-exempt transactions with any party-in-interest2010-12-31$0
Contributions received from participants2010-12-31$214,557
Participant contributions at end of year2010-12-31$49,965
Participant contributions at beginning of year2010-12-31$33,990
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$12,897
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$3
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-195,046
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,868,927
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,063,973
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$0
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2010-12-31$0
Investment advisory and management fees2010-12-31$16,386
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,397,226
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,470,857
Interest on participant loans2010-12-31$2,346
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$12,990
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$421,736
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$546,229
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$252,071
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$5,194
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$723,595
Contract administrator fees2010-12-31$320
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CAPIN CROUSE, LLP
Accountancy firm EIN2010-12-31363990892

Form 5500 Responses for CROWN FINANCIAL MINISTRIES 403(B) PLAN

2011: CROWN FINANCIAL MINISTRIES 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CROWN FINANCIAL MINISTRIES 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441463
Policy instance 1

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1