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SISTERS OF CHARITY US EMPLOYEE RETIREMENT PLAN 401k Plan overview

Plan NameSISTERS OF CHARITY US EMPLOYEE RETIREMENT PLAN
Plan identification number 001

SISTERS OF CHARITY US EMPLOYEE RETIREMENT PLAN Benefits

401k Plan TypeDefined 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.
  • 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

SISTERS OF CHARITY (HALIFAX) CORPORATE MISSION INC. has sponsored the creation of one or more 401k plans.

Company Name:SISTERS OF CHARITY (HALIFAX) CORPORATE MISSION INC.
Employer identification number (EIN):042430557
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SISTERS OF CHARITY US EMPLOYEE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KRISTA THIBAULT2024-06-06
0012022-01-01KRISTA THIBAULT2023-06-05
0012021-01-01KRISTA THIBAULT2022-05-30
0012020-01-01KRISTA THIBAULT2021-05-18
0012019-01-01JOAN O'KEEFE2020-06-01
0012018-01-01JOAN O'KEEFE2019-06-25
0012017-11-01JOAN O'KEEFE2018-07-03

Plan Statistics for SISTERS OF CHARITY US EMPLOYEE RETIREMENT PLAN

401k plan membership statisitcs for SISTERS OF CHARITY US EMPLOYEE RETIREMENT PLAN

Measure Date Value
2025: SISTERS OF CHARITY US EMPLOYEE RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-123
Total number of particpants at end of year2025-06-123
Number of Participants With Account Balances2025-06-122
2024: SISTERS OF CHARITY US EMPLOYEE RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-063
Total number of particpants at end of year2024-06-063
Number of Participants With Account Balances2024-06-062
2022: SISTERS OF CHARITY US EMPLOYEE RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year2022-05-304
Total number of particpants at end of year2022-05-303
Number of Participants With Account Balances2022-05-302

Financial Data on SISTERS OF CHARITY US EMPLOYEE RETIREMENT PLAN

Measure Date Value
2025 : SISTERS OF CHARITY US EMPLOYEE RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-1240
Net assets as of the end of the plan year2025-06-1251296
Total assets as of the beginning of the plan year2025-06-1241456
Value of plan covered by a fidelity bond2025-06-1210000
Participant contributions to plan in this plan year2025-06-122508
Other income to plan in this plan year2025-06-126137
Plan net income in this plan year2025-06-129840
Net assets as of the end of the plan year2025-06-1251296
Net assets as of the beginning of the plan year2025-06-1241456
Employer contributions to plan in this plan year2025-06-121235
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-1240
2024 : SISTERS OF CHARITY US EMPLOYEE RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-0640
Net assets as of the end of the plan year2024-06-0641456
Total assets as of the beginning of the plan year2024-06-0625239
Value of plan covered by a fidelity bond2024-06-0610000
Participant contributions to plan in this plan year2024-06-066726
Other contributions to plan in this plan year2024-06-061131
Other income to plan in this plan year2024-06-066128
Plan net income in this plan year2024-06-0616217
Net assets as of the end of the plan year2024-06-0641456
Net assets as of the beginning of the plan year2024-06-0625239
Employer contributions to plan in this plan year2024-06-062272
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-0640
2022 : SISTERS OF CHARITY US EMPLOYEE RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-3014160
Net assets as of the end of the plan year2022-05-3039053
Total assets as of the beginning of the plan year2022-05-3037434
Value of plan covered by a fidelity bond2022-05-3010000
Participant contributions to plan in this plan year2022-05-3010818
Other income to plan in this plan year2022-05-302957
Plan net income in this plan year2022-05-301619
Net assets as of the end of the plan year2022-05-3039053
Net assets as of the beginning of the plan year2022-05-3037434
Employer contributions to plan in this plan year2022-05-302004
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-30846

Potentially related plans

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