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403(B) THRIFT PLAN OF ST. BARTHOLOMEW S CONSERVANCY, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF ST. BARTHOLOMEW S CONSERVANCY, INC.
Plan identification number 001

403(B) THRIFT PLAN OF ST. BARTHOLOMEW S CONSERVANCY, INC. 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

ST. BARTHOLOMEW S CONSERVANCY, INC. has sponsored the creation of one or more 401k plans.

Company Name:ST. BARTHOLOMEW S CONSERVANCY, INC.
Employer identification number (EIN):137003745
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF ST. BARTHOLOMEW S CONSERVANCY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CONSTANCE EVANS2024-09-27
0012022-01-01CONSTANCE EVANS2023-06-28
0012021-01-01CONSTANCE EVANS2022-06-16
0012020-01-01CONSTANCE EVANS2021-05-19
0012019-01-01CONSTANCE EVANS2020-05-26
0012018-01-01CONSTANCE EVANS2019-04-18
0012017-01-01CONSTANCE EVANS2018-04-24 CONSTANCE EVANS2018-04-24
0012016-01-01CONSTANCE EVANS2017-05-23 CONSTANCE EVANS2017-05-23
0012015-01-01CONSTANCE EVANS2016-06-23 CONSTANCE EVANS2016-06-23

Financial Data on 403(B) THRIFT PLAN OF ST. BARTHOLOMEW S CONSERVANCY, INC.

Measure Date Value
2025 : 403(B) THRIFT PLAN OF ST. BARTHOLOMEW S CONSERVANCY, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-140
Total liabilities as of the end of the plan year2025-10-140
Total liabilities as of the beginning of the plan year2025-10-140
Total expenses incurred by plan in this plan year2025-10-140
Net assets as of the end of the plan year2025-10-14433873
Total assets as of the beginning of the plan year2025-10-14339238
Participant contributions to plan in this plan year2025-10-1431200
Other expenses paid from plan in this plan year2025-10-140
Other contributions to plan in this plan year2025-10-140
Other income to plan in this plan year2025-10-1445659
Plan net income in this plan year2025-10-1494635
Net assets as of the end of the plan year2025-10-14433873
Net assets as of the beginning of the plan year2025-10-14339238
Employer contributions to plan in this plan year2025-10-1417776
Fees paid to broker by Benefit Provider2025-10-1494
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-140
2024 : 403(B) THRIFT PLAN OF ST. BARTHOLOMEW S CONSERVANCY, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-270
Total liabilities as of the end of the plan year2024-09-270
Total liabilities as of the beginning of the plan year2024-09-270
Total expenses incurred by plan in this plan year2024-09-270
Net assets as of the end of the plan year2024-09-27339238
Total assets as of the beginning of the plan year2024-09-27278391
Value of plan covered by a fidelity bond2024-09-27100000
Participant contributions to plan in this plan year2024-09-2729825
Other expenses paid from plan in this plan year2024-09-270
Other contributions to plan in this plan year2024-09-270
Other income to plan in this plan year2024-09-2713246
Plan net income in this plan year2024-09-2760847
Net assets as of the end of the plan year2024-09-27339238
Net assets as of the beginning of the plan year2024-09-27278391
Employer contributions to plan in this plan year2024-09-2717776
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-270

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