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403(B) THRIFT PLAN OF THE CORLISS INSTITUTE, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF THE CORLISS INSTITUTE, INC.
Plan identification number 001

403(B) THRIFT PLAN OF THE CORLISS INSTITUTE, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 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.
  • 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

THE CORLISS INSTITUTE, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE CORLISS INSTITUTE, INC.
Employer identification number (EIN):222550175
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 THE CORLISS INSTITUTE, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DEBBY MEDEIROS2024-07-30
0012022-01-01DEBBY MEDEIROS2023-09-15
0012021-01-01DEBBY MEDEIROS2022-07-26
0012020-01-01DEBBY MEDEIROS2021-07-16
0012019-01-01DEBBY MEDEIROS2020-06-25
0012018-01-01DEBBY MEDEIROS2019-09-06
0012017-01-01TOM LUONGO2018-10-30
0012016-01-01JEAN MONIZ2017-10-11 JEAN MONIZ2017-10-11
0012014-01-01JEAN MONIZ2015-07-08 JEAN MONIZ2015-07-08
0012013-01-01JEAN MONIZ2014-07-24 JEAN MONIZ2014-07-24

Plan Statistics for 403(B) THRIFT PLAN OF THE CORLISS INSTITUTE, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF THE CORLISS INSTITUTE, INC.

Measure Date Value
2025: 403(B) THRIFT PLAN OF THE CORLISS INSTITUTE, INC. 2025 401k membership
Total number of particpants at beginning of year2025-08-1211
Total number of particpants at end of year2025-08-1211
Number of Participants With Account Balances2025-08-129
2024: 403(B) THRIFT PLAN OF THE CORLISS INSTITUTE, INC. 2024 401k membership
Total number of particpants at beginning of year2024-07-3011
Total number of particpants at end of year2024-07-3011
Number of Participants With Account Balances2024-07-3010
2022: 403(B) THRIFT PLAN OF THE CORLISS INSTITUTE, INC. 2022 401k membership
Total number of particpants at beginning of year2022-07-267
Total number of particpants at end of year2022-07-267
Number of Participants With Account Balances2022-07-266

Financial Data on 403(B) THRIFT PLAN OF THE CORLISS INSTITUTE, INC.

Measure Date Value
2025 : 403(B) THRIFT PLAN OF THE CORLISS INSTITUTE, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-120
Total liabilities as of the end of the plan year2025-08-120
Total liabilities as of the beginning of the plan year2025-08-120
Total expenses incurred by plan in this plan year2025-08-1219791
Net assets as of the end of the plan year2025-08-12222845
Total assets as of the beginning of the plan year2025-08-12204526
Value of plan covered by a fidelity bond2025-08-1221000
Participant contributions to plan in this plan year2025-08-1218755
Other expenses paid from plan in this plan year2025-08-1251
Other contributions to plan in this plan year2025-08-120
Other income to plan in this plan year2025-08-1219355
Plan net income in this plan year2025-08-1218319
Net assets as of the end of the plan year2025-08-12222845
Net assets as of the beginning of the plan year2025-08-12204526
Employer contributions to plan in this plan year2025-08-120
Fees paid to broker by Benefit Provider2025-08-1228
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-12108
2024 : 403(B) THRIFT PLAN OF THE CORLISS INSTITUTE, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-300
Total liabilities as of the end of the plan year2024-07-300
Total liabilities as of the beginning of the plan year2024-07-300
Total expenses incurred by plan in this plan year2024-07-3072
Net assets as of the end of the plan year2024-07-30204526
Total assets as of the beginning of the plan year2024-07-30154601
Value of plan covered by a fidelity bond2024-07-3021000
Participant contributions to plan in this plan year2024-07-3028996
Other expenses paid from plan in this plan year2024-07-300
Other contributions to plan in this plan year2024-07-300
Other income to plan in this plan year2024-07-3021001
Plan net income in this plan year2024-07-3049925
Net assets as of the end of the plan year2024-07-30204526
Net assets as of the beginning of the plan year2024-07-30154601
Employer contributions to plan in this plan year2024-07-300
Fees paid to broker by Benefit Provider2024-07-3026
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-3072
2022 : 403(B) THRIFT PLAN OF THE CORLISS INSTITUTE, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-260
Total liabilities as of the end of the plan year2022-07-260
Total liabilities as of the beginning of the plan year2022-07-260
Total expenses incurred by plan in this plan year2022-07-2695
Net assets as of the end of the plan year2022-07-26164873
Total assets as of the beginning of the plan year2022-07-26125103
Value of plan covered by a fidelity bond2022-07-2615000
Participant contributions to plan in this plan year2022-07-269931
Other expenses paid from plan in this plan year2022-07-2695
Other contributions to plan in this plan year2022-07-2616783
Other income to plan in this plan year2022-07-2613151
Plan net income in this plan year2022-07-2639770
Net assets as of the end of the plan year2022-07-26164873
Net assets as of the beginning of the plan year2022-07-26125103
Employer contributions to plan in this plan year2022-07-260
Fees paid to broker by Benefit Provider2022-07-2618

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