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SOCIETY OF ST. VINCENT DEPAUL IN THE DIOCESE OF ROCKVILLE CENTRE PENSION PLAN 401k Plan overview

Plan NameSOCIETY OF ST. VINCENT DEPAUL IN THE DIOCESE OF ROCKVILLE CENTRE PENSION PLAN
Plan identification number 001

SOCIETY OF ST. VINCENT DEPAUL IN THE DIOCESE OF ROCKVILLE CENTRE PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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

SOCIETY OF ST. VINCENT DEPAUL has sponsored the creation of one or more 401k plans.

Company Name:SOCIETY OF ST. VINCENT DEPAUL
Employer identification number (EIN):111884961
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOCIETY OF ST. VINCENT DEPAUL IN THE DIOCESE OF ROCKVILLE CENTRE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-10-01KAREN WERNER2024-07-18
0012021-10-01WERNER KAREN2023-08-16 WERNER KAREN2023-08-16
0012020-10-01KAREN WERNER2022-04-26 KAREN WERNER2022-04-26
0012019-10-01
0012018-10-01
0012017-10-01
0012016-10-01KAREN WERNER
0012015-10-01CAROL BUDINOFF
0012014-10-01CAROL BUDINOFF
0012013-10-01CAROL BUDINOFF
0012012-10-01CAROL BUDINOFF THOMAS ABBATE2014-03-28
0012011-10-01CAROL BUDINOFF THOMAS ABBATE2013-03-05
0012009-10-01CAROL BUDINOFF JAMES DILTS2011-03-04

Financial Data on SOCIETY OF ST. VINCENT DEPAUL IN THE DIOCESE OF ROCKVILLE CENTRE PENSION PLAN

Measure Date Value
2025 : SOCIETY OF ST. VINCENT DEPAUL IN THE DIOCESE OF ROCKVILLE CENTRE PENSION PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-03-130
Total expenses incurred by plan in this plan year2025-03-13121297
Net assets as of the end of the plan year2025-03-135527040
Total assets as of the beginning of the plan year2025-03-134450532
Value of plan covered by a fidelity bond2025-03-13500000
Other expenses paid from plan in this plan year2025-03-131794
Other income to plan in this plan year2025-03-13989151
Plan net income in this plan year2025-03-131076508
Net assets as of the end of the plan year2025-03-135527040
Net assets as of the beginning of the plan year2025-03-134450532
Employer contributions to plan in this plan year2025-03-13208654
Fees paid to broker by Benefit Provider2025-03-131794
2023 : SOCIETY OF ST. VINCENT DEPAUL IN THE DIOCESE OF ROCKVILLE CENTRE PENSION PLAN 2023 401k financial data
Total transfers to/from plan in this plan year2023-08-160
Total liabilities as of the end of the plan year2023-08-160
Total liabilities as of the beginning of the plan year2023-08-160
Total expenses incurred by plan in this plan year2023-08-16114903
Net assets as of the end of the plan year2023-08-163891810
Total assets as of the beginning of the plan year2023-08-164471823
Value of plan covered by a fidelity bond2023-08-16500000
Participant contributions to plan in this plan year2023-08-160
Value of participant loans at end of plan year2023-08-16127280
Other expenses paid from plan in this plan year2023-08-161072
Other contributions to plan in this plan year2023-08-160
Other income to plan in this plan year2023-08-16-685006
Plan net income in this plan year2023-08-16-580013
Net assets as of the end of the plan year2023-08-163891810
Net assets as of the beginning of the plan year2023-08-164471823
Employer contributions to plan in this plan year2023-08-16219896
Fees paid to broker by Benefit Provider2023-08-166537
2020 : SOCIETY OF ST. VINCENT DEPAUL IN THE DIOCESE OF ROCKVILLE CENTRE PENSION PLAN 2020 401k financial data
Transfers to/from the plan2020-09-30$0
Total plan liabilities at end of year2020-09-30$0
Total plan liabilities at beginning of year2020-09-30$0
Total income from all sources2020-09-30$4,201,151
Expenses. Total of all expenses incurred2020-09-30$262,215
Benefits paid (including direct rollovers)2020-09-30$261,282
Total plan assets at end of year2020-09-30$3,938,936
Total plan assets at beginning of year2020-09-30$0
Value of fidelity bond covering the plan2020-09-30$500,000
Total contributions received or receivable from participants2020-09-30$0
Expenses. Other expenses not covered elsewhere2020-09-30$933
Contributions received from other sources (not participants or employers)2020-09-30$3,715,463
Other income received2020-09-30$303,997
Net income (gross income less expenses)2020-09-30$3,938,936
Net plan assets at end of year (total assets less liabilities)2020-09-30$3,938,936
Net plan assets at beginning of year (total assets less liabilities)2020-09-30$0
Total contributions received or receivable from employer(s)2020-09-30$181,691
2019 : SOCIETY OF ST. VINCENT DEPAUL IN THE DIOCESE OF ROCKVILLE CENTRE PENSION PLAN 2019 401k financial data
Transfers to/from the plan2019-09-30$0
Total plan liabilities at end of year2019-09-30$0
Total plan liabilities at beginning of year2019-09-30$0
Total income from all sources2019-09-30$268,003
Expenses. Total of all expenses incurred2019-09-30$114,377
Benefits paid (including direct rollovers)2019-09-30$111,240
Total plan assets at end of year2019-09-30$3,715,463
Total plan assets at beginning of year2019-09-30$3,561,837
Value of fidelity bond covering the plan2019-09-30$1,000,000
Total contributions received or receivable from participants2019-09-30$0
Expenses. Other expenses not covered elsewhere2019-09-30$0
Contributions received from other sources (not participants or employers)2019-09-30$0
Other income received2019-09-30$102,564
Noncash contributions received2019-09-30$0
Net income (gross income less expenses)2019-09-30$153,626
Net plan assets at end of year (total assets less liabilities)2019-09-30$3,715,463
Net plan assets at beginning of year (total assets less liabilities)2019-09-30$3,561,837
Total contributions received or receivable from employer(s)2019-09-30$165,439
Value of certain deemed distributions of participant loans2019-09-30$0
Value of corrective distributions2019-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-09-30$3,137
Funding deficiency by the employer to the plan for this plan year2019-09-30$0
Minimum employer required contribution for this plan year2019-09-30$164,447
Amount contributed by the employer to the plan for this plan year2019-09-30$164,447
2018 : SOCIETY OF ST. VINCENT DEPAUL IN THE DIOCESE OF ROCKVILLE CENTRE PENSION PLAN 2018 401k financial data
Funding deficiency by the employer to the plan for this plan year2018-09-30$0
Minimum employer required contribution for this plan year2018-09-30$147,327
Amount contributed by the employer to the plan for this plan year2018-09-30$147,327
2017 : SOCIETY OF ST. VINCENT DEPAUL IN THE DIOCESE OF ROCKVILLE CENTRE PENSION PLAN 2017 401k financial data
Transfers to/from the plan2017-09-30$0
Total plan liabilities at end of year2017-09-30$0
Total plan liabilities at beginning of year2017-09-30$0
Total income from all sources2017-09-30$536,968
Expenses. Total of all expenses incurred2017-09-30$493,670
Benefits paid (including direct rollovers)2017-09-30$491,262
Total plan assets at end of year2017-09-30$3,618,891
Total plan assets at beginning of year2017-09-30$3,575,593
Value of fidelity bond covering the plan2017-09-30$1,000,000
Total contributions received or receivable from participants2017-09-30$0
Expenses. Other expenses not covered elsewhere2017-09-30$0
Contributions received from other sources (not participants or employers)2017-09-30$0
Other income received2017-09-30$371,892
Noncash contributions received2017-09-30$0
Net income (gross income less expenses)2017-09-30$43,298
Net plan assets at end of year (total assets less liabilities)2017-09-30$3,618,891
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$3,575,593
Total contributions received or receivable from employer(s)2017-09-30$165,076
Value of certain deemed distributions of participant loans2017-09-30$0
Value of corrective distributions2017-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-09-30$2,408
2016 : SOCIETY OF ST. VINCENT DEPAUL IN THE DIOCESE OF ROCKVILLE CENTRE PENSION PLAN 2016 401k financial data
Transfers to/from the plan2016-09-30$0
Total plan liabilities at end of year2016-09-30$0
Total plan liabilities at beginning of year2016-09-30$0
Total income from all sources2016-09-30$438,768
Expenses. Total of all expenses incurred2016-09-30$71,303
Benefits paid (including direct rollovers)2016-09-30$68,663
Total plan assets at end of year2016-09-30$3,575,593
Total plan assets at beginning of year2016-09-30$3,208,128
Value of fidelity bond covering the plan2016-09-30$1,000,000
Total contributions received or receivable from participants2016-09-30$0
Expenses. Other expenses not covered elsewhere2016-09-30$0
Contributions received from other sources (not participants or employers)2016-09-30$0
Other income received2016-09-30$271,594
Noncash contributions received2016-09-30$0
Net income (gross income less expenses)2016-09-30$367,465
Net plan assets at end of year (total assets less liabilities)2016-09-30$3,575,593
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$3,208,128
Total contributions received or receivable from employer(s)2016-09-30$167,174
Value of certain deemed distributions of participant loans2016-09-30$0
Value of corrective distributions2016-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-09-30$2,640
Funding deficiency by the employer to the plan for this plan year2016-09-30$0
Minimum employer required contribution for this plan year2016-09-30$167,298
Amount contributed by the employer to the plan for this plan year2016-09-30$167,298
2015 : SOCIETY OF ST. VINCENT DEPAUL IN THE DIOCESE OF ROCKVILLE CENTRE PENSION PLAN 2015 401k financial data
Transfers to/from the plan2015-09-30$0
Total plan liabilities at end of year2015-09-30$0
Total plan liabilities at beginning of year2015-09-30$0
Total income from all sources2015-09-30$132,101
Expenses. Total of all expenses incurred2015-09-30$276,152
Benefits paid (including direct rollovers)2015-09-30$273,189
Total plan assets at end of year2015-09-30$3,208,128
Total plan assets at beginning of year2015-09-30$3,352,179
Value of fidelity bond covering the plan2015-09-30$1,000,000
Total contributions received or receivable from participants2015-09-30$0
Expenses. Other expenses not covered elsewhere2015-09-30$0
Contributions received from other sources (not participants or employers)2015-09-30$0
Other income received2015-09-30$-28,652
Noncash contributions received2015-09-30$0
Net income (gross income less expenses)2015-09-30$-144,051
Net plan assets at end of year (total assets less liabilities)2015-09-30$3,208,128
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$3,352,179
Total contributions received or receivable from employer(s)2015-09-30$160,753
Value of certain deemed distributions of participant loans2015-09-30$0
Value of corrective distributions2015-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-09-30$2,963
Funding deficiency by the employer to the plan for this plan year2015-09-30$0
Minimum employer required contribution for this plan year2015-09-30$160,289
Amount contributed by the employer to the plan for this plan year2015-09-30$160,289
2014 : SOCIETY OF ST. VINCENT DEPAUL IN THE DIOCESE OF ROCKVILLE CENTRE PENSION PLAN 2014 401k financial data
Transfers to/from the plan2014-09-30$0
Total plan liabilities at end of year2014-09-30$0
Total plan liabilities at beginning of year2014-09-30$0
Total income from all sources2014-09-30$416,320
Expenses. Total of all expenses incurred2014-09-30$713,072
Benefits paid (including direct rollovers)2014-09-30$708,874
Total plan assets at end of year2014-09-30$3,352,179
Total plan assets at beginning of year2014-09-30$3,648,931
Value of fidelity bond covering the plan2014-09-30$1,000,000
Total contributions received or receivable from participants2014-09-30$0
Expenses. Other expenses not covered elsewhere2014-09-30$0
Contributions received from other sources (not participants or employers)2014-09-30$0
Other income received2014-09-30$263,423
Noncash contributions received2014-09-30$0
Net income (gross income less expenses)2014-09-30$-296,752
Net plan assets at end of year (total assets less liabilities)2014-09-30$3,352,179
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$3,648,931
Total contributions received or receivable from employer(s)2014-09-30$152,897
Value of certain deemed distributions of participant loans2014-09-30$0
Value of corrective distributions2014-09-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-09-30$4,198
Funding deficiency by the employer to the plan for this plan year2014-09-30$0
Minimum employer required contribution for this plan year2014-09-30$162,651
Amount contributed by the employer to the plan for this plan year2014-09-30$162,651
2013 : SOCIETY OF ST. VINCENT DEPAUL IN THE DIOCESE OF ROCKVILLE CENTRE PENSION PLAN 2013 401k financial data
Total income from all sources2013-09-30$464,484
Expenses. Total of all expenses incurred2013-09-30$542,677
Benefits paid (including direct rollovers)2013-09-30$539,974
Total plan assets at end of year2013-09-30$3,648,931
Total plan assets at beginning of year2013-09-30$3,727,124
Value of fidelity bond covering the plan2013-09-30$1,000,000
Other income received2013-09-30$307,471
Net income (gross income less expenses)2013-09-30$-78,193
Net plan assets at end of year (total assets less liabilities)2013-09-30$3,648,931
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$3,727,124
Total contributions received or receivable from employer(s)2013-09-30$157,013
Expenses. Administrative service providers (salaries,fees and commissions)2013-09-30$2,703
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Funding deficiency by the employer to the plan for this plan year2013-09-30$0
Minimum employer required contribution for this plan year2013-09-30$161,173
Amount contributed by the employer to the plan for this plan year2013-09-30$161,173
2012 : SOCIETY OF ST. VINCENT DEPAUL IN THE DIOCESE OF ROCKVILLE CENTRE PENSION PLAN 2012 401k financial data
Total income from all sources2012-09-30$632,917
Expenses. Total of all expenses incurred2012-09-30$757,428
Benefits paid (including direct rollovers)2012-09-30$754,695
Total plan assets at end of year2012-09-30$3,727,124
Total plan assets at beginning of year2012-09-30$3,851,635
Value of fidelity bond covering the plan2012-09-30$1,000,000
Other income received2012-09-30$486,960
Net income (gross income less expenses)2012-09-30$-124,511
Net plan assets at end of year (total assets less liabilities)2012-09-30$3,727,124
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$3,851,635
Total contributions received or receivable from employer(s)2012-09-30$145,957
Expenses. Administrative service providers (salaries,fees and commissions)2012-09-30$2,733
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Funding deficiency by the employer to the plan for this plan year2012-09-30$0
Minimum employer required contribution for this plan year2012-09-30$143,273
Amount contributed by the employer to the plan for this plan year2012-09-30$143,273
2011 : SOCIETY OF ST. VINCENT DEPAUL IN THE DIOCESE OF ROCKVILLE CENTRE PENSION PLAN 2011 401k financial data
Total income from all sources2011-09-30$166,388
Expenses. Total of all expenses incurred2011-09-30$469,722
Benefits paid (including direct rollovers)2011-09-30$466,637
Total plan assets at end of year2011-09-30$3,851,635
Total plan assets at beginning of year2011-09-30$4,154,969
Value of fidelity bond covering the plan2011-09-30$1,000,000
Other income received2011-09-30$-6,220
Net income (gross income less expenses)2011-09-30$-303,334
Net plan assets at end of year (total assets less liabilities)2011-09-30$3,851,635
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$4,154,969
Total contributions received or receivable from employer(s)2011-09-30$172,608
Expenses. Administrative service providers (salaries,fees and commissions)2011-09-30$3,085
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Funding deficiency by the employer to the plan for this plan year2011-09-30$0
Minimum employer required contribution for this plan year2011-09-30$169,449
Amount contributed by the employer to the plan for this plan year2011-09-30$169,449
2010 : SOCIETY OF ST. VINCENT DEPAUL IN THE DIOCESE OF ROCKVILLE CENTRE PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0
Funding deficiency by the employer to the plan for this plan year2010-09-30$0
Minimum employer required contribution for this plan year2010-09-30$184,744
Amount contributed by the employer to the plan for this plan year2010-09-30$184,744

Form 5500 Responses for SOCIETY OF ST. VINCENT DEPAUL IN THE DIOCESE OF ROCKVILLE CENTRE PENSION PLAN

2019: SOCIETY OF ST. VINCENT DEPAUL IN THE DIOCESE OF ROCKVILLE CENTRE PENSION PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan benefit arrangement – InsuranceYes
2018: SOCIETY OF ST. VINCENT DEPAUL IN THE DIOCESE OF ROCKVILLE CENTRE PENSION PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: SOCIETY OF ST. VINCENT DEPAUL IN THE DIOCESE OF ROCKVILLE CENTRE PENSION PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: SOCIETY OF ST. VINCENT DEPAUL IN THE DIOCESE OF ROCKVILLE CENTRE PENSION PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: SOCIETY OF ST. VINCENT DEPAUL IN THE DIOCESE OF ROCKVILLE CENTRE PENSION PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: SOCIETY OF ST. VINCENT DEPAUL IN THE DIOCESE OF ROCKVILLE CENTRE PENSION PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: SOCIETY OF ST. VINCENT DEPAUL IN THE DIOCESE OF ROCKVILLE CENTRE PENSION PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: SOCIETY OF ST. VINCENT DEPAUL IN THE DIOCESE OF ROCKVILLE CENTRE PENSION PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: SOCIETY OF ST. VINCENT DEPAUL IN THE DIOCESE OF ROCKVILLE CENTRE PENSION PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: SOCIETY OF ST. VINCENT DEPAUL IN THE DIOCESE OF ROCKVILLE CENTRE PENSION PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number008784A
Policy instance 1

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