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NOTRE DAME HIGH SCHOOL TDA 403B PLAN 401k Plan overview

Plan NameNOTRE DAME HIGH SCHOOL TDA 403B PLAN
Plan identification number 002

NOTRE DAME HIGH SCHOOL TDA 403B PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

NOTRE DAME DE LOURDES has sponsored the creation of one or more 401k plans.

Company Name:NOTRE DAME DE LOURDES
Employer identification number (EIN):160791040
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NOTRE DAME HIGH SCHOOL TDA 403B PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-07-01SUSAN VERTOSKE2025-01-13 JACQUELINE FOSTER2025-01-13
0022022-07-01PATRICIA MACK2024-01-04 PATRICIA MACK2024-01-04
0022021-07-01PATRICIA MACK2023-01-09 PATRICIA MACK2023-01-09
0022020-07-01PATRICIA MACK2022-03-22 PATRICIA MACK2022-03-22
0022019-07-01PATRICIA MACK2021-04-12 PATRICIA MACK2021-04-12
0022018-07-01DEBORAH FRANKLIN2020-01-30
0022017-07-01
0022016-07-01
0022015-07-01
0022014-07-01
0022013-07-01
0022012-07-01SISTER MARY WALTER HICKEY
0022011-07-01SISTER MARY WALTER HICKEY
0022010-07-01SISTER MARY WALTER HICKEY
0022009-07-01SISTER MARY WALTER HICKEY

Financial Data on NOTRE DAME HIGH SCHOOL TDA 403B PLAN

Measure Date Value
2024 : NOTRE DAME HIGH SCHOOL TDA 403B PLAN 2024 401k financial data
Total income from all sources2024-06-30$321,577
Expenses. Total of all expenses incurred2024-06-30$61,727
Benefits paid (including direct rollovers)2024-06-30$57,411
Total plan assets at end of year2024-06-30$2,834,639
Total plan assets at beginning of year2024-06-30$2,574,789
Total contributions received or receivable from participants2024-06-30$13,137
Other income received2024-06-30$277,675
Net income (gross income less expenses)2024-06-30$259,850
Net plan assets at end of year (total assets less liabilities)2024-06-30$2,834,639
Net plan assets at beginning of year (total assets less liabilities)2024-06-30$2,574,789
Total contributions received or receivable from employer(s)2024-06-30$30,765
Expenses. Administrative service providers (salaries,fees and commissions)2024-06-30$4,316
2023 : NOTRE DAME HIGH SCHOOL TDA 403B PLAN 2023 401k financial data
Total income from all sources2023-06-30$252,752
Expenses. Total of all expenses incurred2023-06-30$69,288
Benefits paid (including direct rollovers)2023-06-30$65,413
Total plan assets at end of year2023-06-30$2,574,789
Total plan assets at beginning of year2023-06-30$2,391,325
Total contributions received or receivable from participants2023-06-30$18,415
Other income received2023-06-30$207,648
Net income (gross income less expenses)2023-06-30$183,464
Net plan assets at end of year (total assets less liabilities)2023-06-30$2,574,789
Net plan assets at beginning of year (total assets less liabilities)2023-06-30$2,391,325
Total contributions received or receivable from employer(s)2023-06-30$26,689
Expenses. Administrative service providers (salaries,fees and commissions)2023-06-30$3,875
2022 : NOTRE DAME HIGH SCHOOL TDA 403B PLAN 2022 401k financial data
Total income from all sources2022-06-30$-149,466
Expenses. Total of all expenses incurred2022-06-30$88,771
Benefits paid (including direct rollovers)2022-06-30$84,781
Total plan assets at end of year2022-06-30$2,391,325
Total plan assets at beginning of year2022-06-30$2,629,562
Total contributions received or receivable from participants2022-06-30$25,281
Contributions received from other sources (not participants or employers)2022-06-30$2,091
Other income received2022-06-30$-216,631
Net income (gross income less expenses)2022-06-30$-238,237
Net plan assets at end of year (total assets less liabilities)2022-06-30$2,391,325
Net plan assets at beginning of year (total assets less liabilities)2022-06-30$2,629,562
Total contributions received or receivable from employer(s)2022-06-30$39,793
Expenses. Administrative service providers (salaries,fees and commissions)2022-06-30$3,990
Funding deficiency by the employer to the plan for this plan year2022-06-30$0
Minimum employer required contribution for this plan year2022-06-30$39,793
Amount contributed by the employer to the plan for this plan year2022-06-30$39,793
2021 : NOTRE DAME HIGH SCHOOL TDA 403B PLAN 2021 401k financial data
Total income from all sources2021-06-30$585,569
Expenses. Total of all expenses incurred2021-06-30$671,540
Benefits paid (including direct rollovers)2021-06-30$665,685
Total plan assets at end of year2021-06-30$2,629,562
Total plan assets at beginning of year2021-06-30$2,715,533
Total contributions received or receivable from participants2021-06-30$27,397
Other income received2021-06-30$530,156
Net income (gross income less expenses)2021-06-30$-85,971
Net plan assets at end of year (total assets less liabilities)2021-06-30$2,629,562
Net plan assets at beginning of year (total assets less liabilities)2021-06-30$2,715,533
Total contributions received or receivable from employer(s)2021-06-30$28,016
Value of certain deemed distributions of participant loans2021-06-30$1,584
Expenses. Administrative service providers (salaries,fees and commissions)2021-06-30$4,271
Funding deficiency by the employer to the plan for this plan year2021-06-30$0
Minimum employer required contribution for this plan year2021-06-30$28,016
Amount contributed by the employer to the plan for this plan year2021-06-30$28,016
2020 : NOTRE DAME HIGH SCHOOL TDA 403B PLAN 2020 401k financial data
Total income from all sources2020-06-30$273,140
Expenses. Total of all expenses incurred2020-06-30$113,985
Benefits paid (including direct rollovers)2020-06-30$106,579
Total plan assets at end of year2020-06-30$2,715,533
Total plan assets at beginning of year2020-06-30$2,556,378
Total contributions received or receivable from participants2020-06-30$35,828
Contributions received from other sources (not participants or employers)2020-06-30$66,421
Other income received2020-06-30$102,281
Net income (gross income less expenses)2020-06-30$159,155
Net plan assets at end of year (total assets less liabilities)2020-06-30$2,715,533
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$2,556,378
Total contributions received or receivable from employer(s)2020-06-30$68,610
Expenses. Administrative service providers (salaries,fees and commissions)2020-06-30$7,406
2019 : NOTRE DAME HIGH SCHOOL TDA 403B PLAN 2019 401k financial data
Total income from all sources2019-06-30$448,364
Expenses. Total of all expenses incurred2019-06-30$77,912
Benefits paid (including direct rollovers)2019-06-30$75,220
Total plan assets at end of year2019-06-30$2,556,378
Total plan assets at beginning of year2019-06-30$2,185,926
Total contributions received or receivable from participants2019-06-30$48,863
Contributions received from other sources (not participants or employers)2019-06-30$281,824
Other income received2019-06-30$101,273
Net income (gross income less expenses)2019-06-30$370,452
Net plan assets at end of year (total assets less liabilities)2019-06-30$2,556,378
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$2,185,926
Total contributions received or receivable from employer(s)2019-06-30$16,404
Expenses. Administrative service providers (salaries,fees and commissions)2019-06-30$2,692
Funding deficiency by the employer to the plan for this plan year2019-06-30$0
Minimum employer required contribution for this plan year2019-06-30$16,404
Amount contributed by the employer to the plan for this plan year2019-06-30$16,404
2018 : NOTRE DAME HIGH SCHOOL TDA 403B PLAN 2018 401k financial data
Total income from all sources2018-06-30$197,112
Expenses. Total of all expenses incurred2018-06-30$132,635
Benefits paid (including direct rollovers)2018-06-30$132,635
Total plan assets at end of year2018-06-30$2,185,926
Total plan assets at beginning of year2018-06-30$2,121,449
Total contributions received or receivable from participants2018-06-30$48,472
Other income received2018-06-30$148,640
Net income (gross income less expenses)2018-06-30$64,477
Net plan assets at end of year (total assets less liabilities)2018-06-30$2,185,926
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$2,121,449
2017 : NOTRE DAME HIGH SCHOOL TDA 403B PLAN 2017 401k financial data
Total income from all sources2017-06-30$213,899
Expenses. Total of all expenses incurred2017-06-30$110,659
Benefits paid (including direct rollovers)2017-06-30$110,659
Total plan assets at end of year2017-06-30$2,121,449
Total plan assets at beginning of year2017-06-30$2,018,209
Total contributions received or receivable from participants2017-06-30$35,010
Other income received2017-06-30$178,889
Net income (gross income less expenses)2017-06-30$103,240
Net plan assets at end of year (total assets less liabilities)2017-06-30$2,121,449
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$2,018,209
2016 : NOTRE DAME HIGH SCHOOL TDA 403B PLAN 2016 401k financial data
Total income from all sources2016-06-30$49,560
Expenses. Total of all expenses incurred2016-06-30$159,201
Benefits paid (including direct rollovers)2016-06-30$159,201
Total plan assets at end of year2016-06-30$2,018,209
Total plan assets at beginning of year2016-06-30$2,127,850
Total contributions received or receivable from participants2016-06-30$33,174
Contributions received from other sources (not participants or employers)2016-06-30$2
Other income received2016-06-30$16,384
Net income (gross income less expenses)2016-06-30$-109,641
Net plan assets at end of year (total assets less liabilities)2016-06-30$2,018,209
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$2,127,850
2015 : NOTRE DAME HIGH SCHOOL TDA 403B PLAN 2015 401k financial data
Total income from all sources2015-06-30$129,567
Expenses. Total of all expenses incurred2015-06-30$67,495
Benefits paid (including direct rollovers)2015-06-30$67,495
Total plan assets at end of year2015-06-30$2,127,850
Total plan assets at beginning of year2015-06-30$2,065,778
Total contributions received or receivable from participants2015-06-30$46,828
Contributions received from other sources (not participants or employers)2015-06-30$2,585
Other income received2015-06-30$80,154
Net income (gross income less expenses)2015-06-30$62,072
Net plan assets at end of year (total assets less liabilities)2015-06-30$2,127,850
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$2,065,778
2014 : NOTRE DAME HIGH SCHOOL TDA 403B PLAN 2014 401k financial data
Total income from all sources2014-06-30$278,457
Expenses. Total of all expenses incurred2014-06-30$2,875
Benefits paid (including direct rollovers)2014-06-30$2,875
Total plan assets at end of year2014-06-30$2,065,778
Total plan assets at beginning of year2014-06-30$1,790,196
Total contributions received or receivable from participants2014-06-30$61,080
Other income received2014-06-30$217,377
Net income (gross income less expenses)2014-06-30$275,582
Net plan assets at end of year (total assets less liabilities)2014-06-30$2,065,778
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$1,790,196
2013 : NOTRE DAME HIGH SCHOOL TDA 403B PLAN 2013 401k financial data
Total income from all sources2013-06-30$237,686
Expenses. Total of all expenses incurred2013-06-30$1,710
Benefits paid (including direct rollovers)2013-06-30$1,710
Total plan assets at end of year2013-06-30$1,790,196
Total plan assets at beginning of year2013-06-30$1,554,220
Total contributions received or receivable from participants2013-06-30$72,534
Other income received2013-06-30$165,152
Net income (gross income less expenses)2013-06-30$235,976
Net plan assets at end of year (total assets less liabilities)2013-06-30$1,790,196
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$1,554,220
2012 : NOTRE DAME HIGH SCHOOL TDA 403B PLAN 2012 401k financial data
Total income from all sources2012-06-30$106,818
Expenses. Total of all expenses incurred2012-06-30$15,949
Benefits paid (including direct rollovers)2012-06-30$15,949
Total plan assets at end of year2012-06-30$1,554,220
Total plan assets at beginning of year2012-06-30$1,463,351
Total contributions received or receivable from participants2012-06-30$78,466
Other income received2012-06-30$28,352
Net income (gross income less expenses)2012-06-30$90,869
Net plan assets at end of year (total assets less liabilities)2012-06-30$1,554,220
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$1,463,351
2011 : NOTRE DAME HIGH SCHOOL TDA 403B PLAN 2011 401k financial data
Total income from all sources2011-06-30$328,594
Expenses. Total of all expenses incurred2011-06-30$156,261
Benefits paid (including direct rollovers)2011-06-30$156,261
Total plan assets at end of year2011-06-30$1,463,351
Total plan assets at beginning of year2011-06-30$1,291,018
Total contributions received or receivable from participants2011-06-30$80,664
Other income received2011-06-30$247,930
Net income (gross income less expenses)2011-06-30$172,333
Net plan assets at end of year (total assets less liabilities)2011-06-30$1,463,351
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$1,291,018

Form 5500 Responses for NOTRE DAME HIGH SCHOOL TDA 403B PLAN

2023: NOTRE DAME HIGH SCHOOL TDA 403B PLAN 2023 form 5500 responses
2023-07-01Type of plan entitySingle employer plan
2023-07-01Plan funding arrangement – InsuranceYes
2023-07-01Plan benefit arrangement – InsuranceYes
2022: NOTRE DAME HIGH SCHOOL TDA 403B PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan benefit arrangement – InsuranceYes
2021: NOTRE DAME HIGH SCHOOL TDA 403B PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: NOTRE DAME HIGH SCHOOL TDA 403B PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: NOTRE DAME HIGH SCHOOL TDA 403B PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: NOTRE DAME HIGH SCHOOL TDA 403B PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: NOTRE DAME HIGH SCHOOL TDA 403B PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: NOTRE DAME HIGH SCHOOL TDA 403B PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: NOTRE DAME HIGH SCHOOL TDA 403B PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: NOTRE DAME HIGH SCHOOL TDA 403B PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: NOTRE DAME HIGH SCHOOL TDA 403B PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: NOTRE DAME HIGH SCHOOL TDA 403B PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: NOTRE DAME HIGH SCHOOL TDA 403B PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: NOTRE DAME HIGH SCHOOL TDA 403B PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: NOTRE DAME HIGH SCHOOL TDA 403B PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01This submission is the final filingNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number368199
Policy instance 1
Insurance contract or identification number368199
Number of Individuals Covered60
Insurance policy start date2023-07-01
Insurance policy end date2024-06-30
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 number368199
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number368199
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number368199
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number368199
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number368199
Policy instance 1
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number368199
Policy instance 1

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