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FOUNDATION FOR CATHOLIC EDUCATION 403(B) PLAN 401k Plan overview

Plan NameFOUNDATION FOR CATHOLIC EDUCATION 403(B) PLAN
Plan identification number 001

FOUNDATION FOR CATHOLIC EDUCATION 403(B) PLAN 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 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

Foundation for Catholic Education in Chester County Foundation for Catholic Education in Chester County has sponsored the creation of one or more 401k plans.

Company Name:Foundation for Catholic Education in Chester County Foundation for Catholic Education in Chester County
Employer identification number (EIN):273360242
NAIC Classification:334200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOUNDATION FOR CATHOLIC EDUCATION 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CHRIS BRUTSCHE2024-06-25
0012022-01-01CHRIS BRUTSCHE2023-06-20
0012021-01-01CHRIS BRUTSCHE2022-10-11

Financial Data on FOUNDATION FOR CATHOLIC EDUCATION 403(B) PLAN

Measure Date Value
2025 : FOUNDATION FOR CATHOLIC EDUCATION 403(B) PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-06-050
Total expenses incurred by plan in this plan year2025-06-0510683
Net assets as of the end of the plan year2025-06-0555883
Total assets as of the beginning of the plan year2025-06-0537834
Value of plan covered by a fidelity bond2025-06-05500000
Participant contributions to plan in this plan year2025-06-0511169
Other income to plan in this plan year2025-06-055657
Plan net income in this plan year2025-06-0518049
Net assets as of the end of the plan year2025-06-0555883
Net assets as of the beginning of the plan year2025-06-0537834
Employer contributions to plan in this plan year2025-06-0511906
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-05480
2024 : FOUNDATION FOR CATHOLIC EDUCATION 403(B) PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-06-250
Total expenses incurred by plan in this plan year2024-06-2510059
Net assets as of the end of the plan year2024-06-2537834
Total assets as of the beginning of the plan year2024-06-2524393
Value of plan covered by a fidelity bond2024-06-25500000
Participant contributions to plan in this plan year2024-06-259775
Other income to plan in this plan year2024-06-255089
Plan net income in this plan year2024-06-2513441
Net assets as of the end of the plan year2024-06-2537834
Net assets as of the beginning of the plan year2024-06-2524393
Employer contributions to plan in this plan year2024-06-258636
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-25465

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