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ST. THOMAS'S DAY SCHOOL 403(B) TDA PLAN 401k Plan overview

Plan NameST. THOMAS'S DAY SCHOOL 403(B) TDA PLAN
Plan identification number 002

ST. THOMAS'S DAY SCHOOL 403(B) TDA 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.
  • 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

ST. THOMAS'S DAY SCHOOL, INC. 403B TDA P has sponsored the creation of one or more 401k plans.

Company Name:ST. THOMAS'S DAY SCHOOL, INC. 403B TDA P
Employer identification number (EIN):060736072
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. THOMAS'S DAY SCHOOL 403(B) TDA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01GINA PANZA2023-10-13 GINA PANZA2023-10-13
0022021-01-01DEEPAK GOPLANI2022-05-09 DEEPAK GOPLANI2022-05-09
0022020-01-01DEEPAK GOPLANI2021-06-28 DEEPAK GOPLANI2021-06-28
0022019-01-01DEEPAK GOPLANI2020-07-14 DEEPAK GOPLANI2020-07-14
0022018-01-01DEEPAK GOPLANI2019-07-16 DEEPAK GOPLANI2019-07-16
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01FILOMENA CARDINALE
0022011-01-01FILOMENA CARDINALE
0022010-01-01FILOMENA CARDINALE
0022009-01-01FILOMENA CARDINALE

Financial Data on ST. THOMAS'S DAY SCHOOL 403(B) TDA PLAN

Measure Date Value
2025 : ST. THOMAS'S DAY SCHOOL 403(B) TDA PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-12-1732054
Total expenses incurred by plan in this plan year2025-05-1245986
Net assets as of the end of the plan year2025-05-120
Total assets as of the beginning of the plan year2025-05-121605583
Value of plan covered by a fidelity bond2025-05-12500000
Participant contributions to plan in this plan year2025-05-1284795
Other income to plan in this plan year2025-05-1287662
Plan net income in this plan year2025-05-12126471
Net assets as of the end of the plan year2025-05-120
Net assets as of the beginning of the plan year2025-05-121605583
2022 : ST. THOMAS'S DAY SCHOOL 403(B) TDA PLAN 2022 401k financial data
Total income from all sources2022-12-31$38,296
Expenses. Total of all expenses incurred2022-12-31$120,963
Benefits paid (including direct rollovers)2022-12-31$120,963
Total plan assets at end of year2022-12-31$1,561,966
Total plan assets at beginning of year2022-12-31$1,644,633
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$53,630
Other income received2022-12-31$-15,334
Net income (gross income less expenses)2022-12-31$-82,667
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,561,966
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,644,633
2021 : ST. THOMAS'S DAY SCHOOL 403(B) TDA PLAN 2021 401k financial data
Total income from all sources2021-12-31$154,667
Expenses. Total of all expenses incurred2021-12-31$78,107
Benefits paid (including direct rollovers)2021-12-31$78,107
Total plan assets at end of year2021-12-31$1,644,633
Total plan assets at beginning of year2021-12-31$1,568,073
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$67,477
Contributions received from other sources (not participants or employers)2021-12-31$3,571
Other income received2021-12-31$83,619
Net income (gross income less expenses)2021-12-31$76,560
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,644,633
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,568,073
2020 : ST. THOMAS'S DAY SCHOOL 403(B) TDA PLAN 2020 401k financial data
Total income from all sources2020-12-31$134,836
Expenses. Total of all expenses incurred2020-12-31$49,388
Benefits paid (including direct rollovers)2020-12-31$49,388
Total plan assets at end of year2020-12-31$1,568,073
Total plan assets at beginning of year2020-12-31$1,482,625
Value of fidelity bond covering the plan2020-12-31$5,000
Total contributions received or receivable from participants2020-12-31$54,189
Other income received2020-12-31$80,647
Net income (gross income less expenses)2020-12-31$85,448
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,568,073
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,482,625
2019 : ST. THOMAS'S DAY SCHOOL 403(B) TDA PLAN 2019 401k financial data
Total income from all sources2019-12-31$146,888
Expenses. Total of all expenses incurred2019-12-31$537,037
Benefits paid (including direct rollovers)2019-12-31$537,037
Total plan assets at end of year2019-12-31$1,482,625
Total plan assets at beginning of year2019-12-31$1,872,774
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$23,883
Contributions received from other sources (not participants or employers)2019-12-31$14,712
Other income received2019-12-31$108,293
Net income (gross income less expenses)2019-12-31$-390,149
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,482,625
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,872,774
2018 : ST. THOMAS'S DAY SCHOOL 403(B) TDA PLAN 2018 401k financial data
Total income from all sources2018-12-31$56,919
Expenses. Total of all expenses incurred2018-12-31$421,748
Benefits paid (including direct rollovers)2018-12-31$421,748
Total plan assets at end of year2018-12-31$1,872,774
Total plan assets at beginning of year2018-12-31$2,237,603
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$57,792
Other income received2018-12-31$-873
Net income (gross income less expenses)2018-12-31$-364,829
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,872,774
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,237,603
2017 : ST. THOMAS'S DAY SCHOOL 403(B) TDA PLAN 2017 401k financial data
Total income from all sources2017-12-31$276,082
Expenses. Total of all expenses incurred2017-12-31$350,516
Benefits paid (including direct rollovers)2017-12-31$350,516
Total plan assets at end of year2017-12-31$2,237,603
Total plan assets at beginning of year2017-12-31$2,312,037
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$71,703
Other income received2017-12-31$204,379
Net income (gross income less expenses)2017-12-31$-74,434
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,237,603
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,312,037
2016 : ST. THOMAS'S DAY SCHOOL 403(B) TDA PLAN 2016 401k financial data
Total income from all sources2016-12-31$187,651
Expenses. Total of all expenses incurred2016-12-31$1,196
Benefits paid (including direct rollovers)2016-12-31$1,196
Total plan assets at end of year2016-12-31$2,312,037
Total plan assets at beginning of year2016-12-31$2,125,582
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$75,083
Other income received2016-12-31$112,568
Net income (gross income less expenses)2016-12-31$186,455
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,312,037
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,125,582
2015 : ST. THOMAS'S DAY SCHOOL 403(B) TDA PLAN 2015 401k financial data
Total income from all sources2015-12-31$114,467
Expenses. Total of all expenses incurred2015-12-31$99,823
Benefits paid (including direct rollovers)2015-12-31$99,823
Total plan assets at end of year2015-12-31$2,125,582
Total plan assets at beginning of year2015-12-31$2,110,938
Value of fidelity bond covering the plan2015-12-31$320,000
Total contributions received or receivable from participants2015-12-31$71,452
Other income received2015-12-31$43,015
Net income (gross income less expenses)2015-12-31$14,644
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,125,582
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,110,938
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : ST. THOMAS'S DAY SCHOOL 403(B) TDA PLAN 2014 401k financial data
Total income from all sources2014-12-31$186,388
Expenses. Total of all expenses incurred2014-12-31$13,348
Benefits paid (including direct rollovers)2014-12-31$13,348
Total plan assets at end of year2014-12-31$2,110,938
Total plan assets at beginning of year2014-12-31$1,937,898
Value of fidelity bond covering the plan2014-12-31$320,000
Total contributions received or receivable from participants2014-12-31$86,251
Other income received2014-12-31$100,137
Net income (gross income less expenses)2014-12-31$173,040
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,110,938
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,937,898
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : ST. THOMAS'S DAY SCHOOL 403(B) TDA PLAN 2013 401k financial data
Total income from all sources2013-12-31$826,723
Expenses. Total of all expenses incurred2013-12-31$219,141
Benefits paid (including direct rollovers)2013-12-31$219,141
Total plan assets at end of year2013-12-31$1,937,898
Total plan assets at beginning of year2013-12-31$1,330,316
Value of fidelity bond covering the plan2013-12-31$320,000
Total contributions received or receivable from participants2013-12-31$92,655
Contributions received from other sources (not participants or employers)2013-12-31$565,789
Other income received2013-12-31$168,279
Net income (gross income less expenses)2013-12-31$607,582
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,937,898
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,330,316
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : ST. THOMAS'S DAY SCHOOL 403(B) TDA PLAN 2012 401k financial data
Total income from all sources2012-12-31$188,003
Expenses. Total of all expenses incurred2012-12-31$9,309
Benefits paid (including direct rollovers)2012-12-31$9,309
Total plan assets at end of year2012-12-31$1,330,316
Total plan assets at beginning of year2012-12-31$1,151,622
Value of fidelity bond covering the plan2012-12-31$320,000
Total contributions received or receivable from participants2012-12-31$90,280
Other income received2012-12-31$97,723
Net income (gross income less expenses)2012-12-31$178,694
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,330,316
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,151,622
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ST. THOMAS'S DAY SCHOOL 403(B) TDA PLAN 2011 401k financial data
Total income from all sources2011-12-31$100,750
Expenses. Total of all expenses incurred2011-12-31$32
Benefits paid (including direct rollovers)2011-12-31$32
Total plan assets at end of year2011-12-31$1,151,622
Total plan assets at beginning of year2011-12-31$1,050,904
Value of fidelity bond covering the plan2011-12-31$320,000
Total contributions received or receivable from participants2011-12-31$86,870
Other income received2011-12-31$13,880
Net income (gross income less expenses)2011-12-31$100,718
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,151,622
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,050,904
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : ST. THOMAS'S DAY SCHOOL 403(B) TDA PLAN 2010 401k financial data
Total income from all sources2010-12-31$137,076
Expenses. Total of all expenses incurred2010-12-31$4,499
Benefits paid (including direct rollovers)2010-12-31$4,499
Total plan assets at end of year2010-12-31$1,050,904
Total plan assets at beginning of year2010-12-31$918,327
Value of fidelity bond covering the plan2010-12-31$320,000
Total contributions received or receivable from participants2010-12-31$65,644
Other income received2010-12-31$71,432
Net income (gross income less expenses)2010-12-31$132,577
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,050,904
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$918,327
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : ST. THOMAS'S DAY SCHOOL 403(B) TDA PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ST. THOMAS'S DAY SCHOOL 403(B) TDA PLAN

2022: ST. THOMAS'S DAY SCHOOL 403(B) TDA PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ST. THOMAS'S DAY SCHOOL 403(B) TDA PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ST. THOMAS'S DAY SCHOOL 403(B) TDA PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ST. THOMAS'S DAY SCHOOL 403(B) TDA PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ST. THOMAS'S DAY SCHOOL 403(B) TDA PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ST. THOMAS'S DAY SCHOOL 403(B) TDA PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ST. THOMAS'S DAY SCHOOL 403(B) TDA PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ST. THOMAS'S DAY SCHOOL 403(B) TDA PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ST. THOMAS'S DAY SCHOOL 403(B) TDA PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ST. THOMAS'S DAY SCHOOL 403(B) TDA PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ST. THOMAS'S DAY SCHOOL 403(B) TDA PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ST. THOMAS'S DAY SCHOOL 403(B) TDA PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ST. THOMAS'S DAY SCHOOL 403(B) TDA PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ST. THOMAS'S DAY SCHOOL 403(B) TDA PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
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

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337377
Policy instance 1
Insurance contract or identification number337377
Number of Individuals Covered12
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337377
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337377
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337377
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337377
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337377
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337377
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337377
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337377
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337377
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337377
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337377
Policy instance 1

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