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TAX DEFERRED ANNUITY PLAN OF SOCIETY OF ST. VINCENT DE PAUL 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF SOCIETY OF ST. VINCENT DE PAUL
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF SOCIETY OF ST. VINCENT DE PAUL Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
    SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='111884961' AND PlanID='002'

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 TAX DEFERRED ANNUITY PLAN OF SOCIETY OF ST. VINCENT DE PAUL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01WERNER KAREN2023-08-16 WERNER KAREN2023-08-16
0022021-01-01KAREN WERNER2022-06-15 KAREN WERNER2022-06-15
0022020-01-01KAREN WERNER2021-07-16 KAREN WERNER2021-07-16
0022019-01-01KAREN WERNER2020-07-10 KAREN WERNER2020-07-10
0022018-01-01KAREN WERNER2019-06-26 KAREN WERNER2019-06-26
0022017-01-01KAREN WERNER2018-06-27 KAREN WERNER2018-06-27
0022016-01-01CAROL BUDINOFF2017-06-07 CAROL BUDINOFF2017-06-07
0022015-01-01CAROL BUDINOFF2016-06-03 CAROL BUDINOFF2016-06-03
0022014-01-01CAROL BUDINOFF2015-06-26 CAROL BUDINOFF2015-06-26
0022013-01-01CAROL BUDINOFF2014-05-29 CAROL BUDINOFF2014-05-29
0022012-01-01CAROL BUDINOFF2013-06-13 CAROL BUDINOFF2013-06-13
0022011-01-01CAROL BUDINOFF2012-05-30 CAROL BUDINOFF2012-05-30
0022010-01-01CAROL BUDINOFF2011-06-20

Financial Data on TAX DEFERRED ANNUITY PLAN OF SOCIETY OF ST. VINCENT DE PAUL

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF SOCIETY OF ST. VINCENT DE PAUL 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-080
Total liabilities as of the end of the plan year2025-10-080
Total liabilities as of the beginning of the plan year2025-10-080
Total expenses incurred by plan in this plan year2025-10-08138523
Net assets as of the end of the plan year2025-10-083591403
Total assets as of the beginning of the plan year2025-10-083204026
Value of plan covered by a fidelity bond2025-10-08500000
Participant contributions to plan in this plan year2025-10-08135457
Value of participant loans at end of plan year2025-10-089000
Other expenses paid from plan in this plan year2025-10-080
Other contributions to plan in this plan year2025-10-080
Other income to plan in this plan year2025-10-08390443
Plan net income in this plan year2025-10-08387377
Net assets as of the end of the plan year2025-10-083591403
Net assets as of the beginning of the plan year2025-10-083204026
Employer contributions to plan in this plan year2025-10-080
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-08307
Total transfers to/from plan in this plan year2025-06-2548238
Total liabilities as of the end of the plan year2025-06-250
Total liabilities as of the beginning of the plan year2025-06-250
Total expenses incurred by plan in this plan year2025-06-25129697
Net assets as of the end of the plan year2025-06-253204026
Total assets as of the beginning of the plan year2025-06-252822625
Value of plan covered by a fidelity bond2025-06-25500000
Participant contributions to plan in this plan year2025-06-2597848
Value of participant loans at end of plan year2025-06-259000
Other expenses paid from plan in this plan year2025-06-250
Other contributions to plan in this plan year2025-06-25294
Other income to plan in this plan year2025-06-25364718
Plan net income in this plan year2025-06-25333163
Net assets as of the end of the plan year2025-06-253204026
Net assets as of the beginning of the plan year2025-06-252822625
Employer contributions to plan in this plan year2025-06-250
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-2580

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