ST. JOSEPH GROUP, INC. has sponsored the creation of one or more 401k plans.
Additional information about ST. JOSEPH GROUP, INC.
Submission information for form 5500 for 401k plan ST. JOSEPH GROUP RETIREMENT PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2023 : ST. JOSEPH GROUP RETIREMENT PLAN AND TRUST 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $344,415 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $210,370 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $210,295 |
| Total plan assets at end of year | 2023-12-31 | $721,528 |
| Total plan assets at beginning of year | 2023-12-31 | $587,483 |
| Value of fidelity bond covering the plan | 2023-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $5,414 |
| Other income received | 2023-12-31 | $333,873 |
| Net income (gross income less expenses) | 2023-12-31 | $134,045 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $721,528 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $587,483 |
| Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $79,797 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $5,128 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $75 |
| 2022 : ST. JOSEPH GROUP RETIREMENT PLAN AND TRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $244,369 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $435,595 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $197,632 |
| Total plan assets at end of year | 2022-12-31 | $587,483 |
| Total plan assets at beginning of year | 2022-12-31 | $778,709 |
| Value of fidelity bond covering the plan | 2022-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $14,291 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $237,963 |
| Other income received | 2022-12-31 | $224,791 |
| Net income (gross income less expenses) | 2022-12-31 | $-191,226 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $587,483 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $778,709 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $79,797 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $5,287 |
| 2021 : ST. JOSEPH GROUP RETIREMENT PLAN AND TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $158,813 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $97,310 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $96,990 |
| Total plan assets at end of year | 2021-12-31 | $778,709 |
| Total plan assets at beginning of year | 2021-12-31 | $717,206 |
| Value of fidelity bond covering the plan | 2021-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $19,116 |
| Other income received | 2021-12-31 | $130,451 |
| Net income (gross income less expenses) | 2021-12-31 | $61,503 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $778,709 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $717,206 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $79,997 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $9,246 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $320 |
| 2020 : ST. JOSEPH GROUP RETIREMENT PLAN AND TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $93,184 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $17,772 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $717,206 |
| Total plan assets at beginning of year | 2020-12-31 | $641,794 |
| Value of fidelity bond covering the plan | 2020-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $15,686 |
| Other income received | 2020-12-31 | $68,981 |
| Net income (gross income less expenses) | 2020-12-31 | $75,412 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $717,206 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $641,794 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $79,997 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $8,517 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $17,772 |
| 2019 : ST. JOSEPH GROUP RETIREMENT PLAN AND TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $80,775 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $1,521 |
| Total plan assets at end of year | 2019-12-31 | $641,794 |
| Total plan assets at beginning of year | 2019-12-31 | $562,540 |
| Value of fidelity bond covering the plan | 2019-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $10,740 |
| Other income received | 2019-12-31 | $61,264 |
| Net income (gross income less expenses) | 2019-12-31 | $79,254 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $641,794 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $562,540 |
| Assets. Value of real-estate (other than employer real property) | 2019-12-31 | $79,797 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $8,771 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $1,521 |
| 2018 : ST. JOSEPH GROUP RETIREMENT PLAN AND TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $6,656 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $1,610 |
| Total plan assets at end of year | 2018-12-31 | $562,540 |
| Total plan assets at beginning of year | 2018-12-31 | $557,494 |
| Value of fidelity bond covering the plan | 2018-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $8,684 |
| Other income received | 2018-12-31 | $-10,225 |
| Net income (gross income less expenses) | 2018-12-31 | $5,046 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $562,540 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $557,494 |
| Assets. Value of real-estate (other than employer real property) | 2018-12-31 | $79,797 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $8,197 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $1,610 |
| 2017 : ST. JOSEPH GROUP RETIREMENT PLAN AND TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $106,733 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $557,494 |
| Total plan assets at beginning of year | 2017-12-31 | $450,761 |
| Value of fidelity bond covering the plan | 2017-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $10,894 |
| Other income received | 2017-12-31 | $88,768 |
| Net income (gross income less expenses) | 2017-12-31 | $106,733 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $557,494 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $450,761 |
| Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $79,797 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $7,071 |
| 2016 : ST. JOSEPH GROUP RETIREMENT PLAN AND TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $109,229 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $738 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $638 |
| Total plan assets at end of year | 2016-12-31 | $450,761 |
| Total plan assets at beginning of year | 2016-12-31 | $342,270 |
| Value of fidelity bond covering the plan | 2016-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $9,514 |
| Other income received | 2016-12-31 | $12,308 |
| Net income (gross income less expenses) | 2016-12-31 | $108,491 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $450,761 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $342,270 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $87,407 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $100 |
| 2015 : ST. JOSEPH GROUP RETIREMENT PLAN AND TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $-38,731 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $1,170 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $1,070 |
| Total plan assets at end of year | 2015-12-31 | $342,270 |
| Total plan assets at beginning of year | 2015-12-31 | $382,171 |
| Value of fidelity bond covering the plan | 2015-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $7,361 |
| Other income received | 2015-12-31 | $-50,890 |
| Net income (gross income less expenses) | 2015-12-31 | $-39,901 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $342,270 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $382,171 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $4,798 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $100 |
| 2014 : ST. JOSEPH GROUP RETIREMENT PLAN AND TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $13,572 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $11,728 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $11,703 |
| Total plan assets at end of year | 2014-12-31 | $382,171 |
| Total plan assets at beginning of year | 2014-12-31 | $380,327 |
| Value of fidelity bond covering the plan | 2014-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $6,495 |
| Other income received | 2014-12-31 | $7,077 |
| Net income (gross income less expenses) | 2014-12-31 | $1,844 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $382,171 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $380,327 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $25 |
| 2013 : ST. JOSEPH GROUP RETIREMENT PLAN AND TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $31,855 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $380,327 |
| Total plan assets at beginning of year | 2013-12-31 | $348,472 |
| Value of fidelity bond covering the plan | 2013-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $5,536 |
| Other income received | 2013-12-31 | $26,319 |
| Net income (gross income less expenses) | 2013-12-31 | $31,855 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $380,327 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $348,472 |
| 2012 : ST. JOSEPH GROUP RETIREMENT PLAN AND TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $18,745 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $348,472 |
| Total plan assets at beginning of year | 2012-12-31 | $329,727 |
| Value of fidelity bond covering the plan | 2012-12-31 | $300,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $4,748 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $13,997 |
| Net income (gross income less expenses) | 2012-12-31 | $18,745 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $348,472 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $329,727 |
| 2011 : ST. JOSEPH GROUP RETIREMENT PLAN AND TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-51,446 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $329,727 |
| Total plan assets at beginning of year | 2011-12-31 | $381,173 |
| Total contributions received or receivable from participants | 2011-12-31 | $5,647 |
| Other income received | 2011-12-31 | $-57,093 |
| Net income (gross income less expenses) | 2011-12-31 | $-51,446 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $329,727 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $381,173 |
| Assets. Value of real-estate (other than employer real property) | 2011-12-31 | $162,297 |
| 2010 : ST. JOSEPH GROUP RETIREMENT PLAN AND TRUST 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $11,989 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $1,704 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $1,704 |
| Total plan assets at end of year | 2010-12-31 | $381,173 |
| Total plan assets at beginning of year | 2010-12-31 | $370,888 |
| Total contributions received or receivable from participants | 2010-12-31 | $4,408 |
| Other income received | 2010-12-31 | $7,581 |
| Net income (gross income less expenses) | 2010-12-31 | $10,285 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $381,173 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $370,888 |
| Assets. Value of real-estate (other than employer real property) | 2010-12-31 | $223,651 |
| 2023: ST. JOSEPH GROUP RETIREMENT PLAN AND TRUST 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: ST. JOSEPH GROUP RETIREMENT PLAN AND TRUST 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: ST. JOSEPH GROUP RETIREMENT PLAN AND TRUST 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: ST. JOSEPH GROUP RETIREMENT PLAN AND TRUST 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: ST. JOSEPH GROUP RETIREMENT PLAN AND TRUST 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: ST. JOSEPH GROUP RETIREMENT PLAN AND TRUST 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: ST. JOSEPH GROUP RETIREMENT PLAN AND TRUST 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: ST. JOSEPH GROUP RETIREMENT PLAN AND TRUST 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: ST. JOSEPH GROUP RETIREMENT PLAN AND TRUST 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: ST. JOSEPH GROUP RETIREMENT PLAN AND TRUST 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: ST. JOSEPH GROUP RETIREMENT PLAN AND TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: ST. JOSEPH GROUP RETIREMENT PLAN AND TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | Yes |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: ST. JOSEPH GROUP RETIREMENT PLAN AND TRUST 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | Yes |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
