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ST. FRANCIS FRIENDS OF THE POOR, INC 401K & PROFIT SHARING PLAN 401k Plan overview

Plan NameST. FRANCIS FRIENDS OF THE POOR, INC 401K & PROFIT SHARING PLAN
Plan identification number 002

ST. FRANCIS FRIENDS OF THE POOR, INC 401K & PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • 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. FRANCIS FRIENDS OF THE POOR, IN C has sponsored the creation of one or more 401k plans.

Company Name:ST. FRANCIS FRIENDS OF THE POOR, IN C
Employer identification number (EIN):133036954
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. FRANCIS FRIENDS OF THE POOR, INC 401K & PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01STEPHEN MIMNAUGH2017-09-08
0022013-01-01JOHN M. FELICE2014-08-18
0022012-01-01JOHN M. FELICE2013-10-09

Plan Statistics for ST. FRANCIS FRIENDS OF THE POOR, INC 401K & PROFIT SHARING PLAN

401k plan membership statisitcs for ST. FRANCIS FRIENDS OF THE POOR, INC 401K & PROFIT SHARING PLAN

Measure Date Value
2025: ST. FRANCIS FRIENDS OF THE POOR, INC 401K & PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-1791
Total number of particpants at end of year2025-07-1795
Number of Participants With Account Balances2025-07-1776
2024: ST. FRANCIS FRIENDS OF THE POOR, INC 401K & PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-2688
Total number of particpants at end of year2024-07-2691
Number of Participants With Account Balances2024-07-2677
2022: ST. FRANCIS FRIENDS OF THE POOR, INC 401K & PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-10-0657
Total number of particpants at end of year2022-10-0668
Number of Participants With Account Balances2022-10-0662

Financial Data on ST. FRANCIS FRIENDS OF THE POOR, INC 401K & PROFIT SHARING PLAN

Measure Date Value
2025 : ST. FRANCIS FRIENDS OF THE POOR, INC 401K & PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-17173833
Net assets as of the end of the plan year2025-07-172282460
Total assets as of the beginning of the plan year2025-07-171917571
Value of plan covered by a fidelity bond2025-07-17150000
Participant contributions to plan in this plan year2025-07-17115821
Value of participant loans at end of plan year2025-07-1758908
Other income to plan in this plan year2025-07-17248017
Plan net income in this plan year2025-07-17364889
Net assets as of the end of the plan year2025-07-172282460
Net assets as of the beginning of the plan year2025-07-171917571
Employer contributions to plan in this plan year2025-07-17174884
2024 : ST. FRANCIS FRIENDS OF THE POOR, INC 401K & PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-2656448
Net assets as of the end of the plan year2024-07-261917571
Total assets as of the beginning of the plan year2024-07-261431496
Value of plan covered by a fidelity bond2024-07-26150000
Participant contributions to plan in this plan year2024-07-26111167
Value of participant loans at end of plan year2024-07-2642609
Other income to plan in this plan year2024-07-26243141
Plan net income in this plan year2024-07-26486075
Net assets as of the end of the plan year2024-07-261917571
Net assets as of the beginning of the plan year2024-07-261431496
Employer contributions to plan in this plan year2024-07-26188215
2022 : ST. FRANCIS FRIENDS OF THE POOR, INC 401K & PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-06187688
Net assets as of the end of the plan year2022-10-061420240
Total assets as of the beginning of the plan year2022-10-061093020
Value of plan covered by a fidelity bond2022-10-06150000
Participant contributions to plan in this plan year2022-10-0697665
Other contributions to plan in this plan year2022-10-06149908
Other income to plan in this plan year2022-10-06160089
Plan net income in this plan year2022-10-06327220
Net assets as of the end of the plan year2022-10-061420240
Net assets as of the beginning of the plan year2022-10-061093020
Employer contributions to plan in this plan year2022-10-06107246
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-06480

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