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THE FOUNDATION OF THE CATHOLIC DIOCESE OF COLUMBUS RETIREMENT PLAN 401k Plan overview

Plan NameTHE FOUNDATION OF THE CATHOLIC DIOCESE OF COLUMBUS RETIREMENT PLAN
Plan identification number 001

THE FOUNDATION OF THE CATHOLIC DIOCESE OF COLUMBUS RETIREMENT PLAN 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 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

FOUNDATION OF THE CATHOLIC DIOCESE OF COLUMBUS has sponsored the creation of one or more 401k plans.

Company Name:FOUNDATION OF THE CATHOLIC DIOCESE OF COLUMBUS
Employer identification number (EIN):311116640
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE FOUNDATION OF THE CATHOLIC DIOCESE OF COLUMBUS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01RICHARD RITTER2024-07-01
0012022-01-01RICHARD RITTER2023-07-18
0012022-01-01RICHARD RITTER2024-02-01
0012021-01-01STEVEN HAGERDORN2022-03-09
0012020-01-01STEVEN HAGERDORN2021-10-11
0012019-01-01STEVEN HAGERDORN2020-10-14
0012019-01-01STEVEN HAGERDORN2021-10-14

Plan Statistics for THE FOUNDATION OF THE CATHOLIC DIOCESE OF COLUMBUS RETIREMENT PLAN

401k plan membership statisitcs for THE FOUNDATION OF THE CATHOLIC DIOCESE OF COLUMBUS RETIREMENT PLAN

Measure Date Value
2025: THE FOUNDATION OF THE CATHOLIC DIOCESE OF COLUMBUS RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-1314
Total number of particpants at end of year2025-10-1313
Number of Participants With Account Balances2025-10-1313
2024: THE FOUNDATION OF THE CATHOLIC DIOCESE OF COLUMBUS RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-0112
Total number of particpants at end of year2024-07-0114
Number of Participants With Account Balances2024-07-0114
2022: THE FOUNDATION OF THE CATHOLIC DIOCESE OF COLUMBUS RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year2022-03-0912
Total number of particpants at end of year2022-03-0913
Number of Participants With Account Balances2022-03-0912

Financial Data on THE FOUNDATION OF THE CATHOLIC DIOCESE OF COLUMBUS RETIREMENT PLAN

Measure Date Value
2025 : THE FOUNDATION OF THE CATHOLIC DIOCESE OF COLUMBUS RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-1314899
Net assets as of the end of the plan year2025-10-131276398
Total assets as of the beginning of the plan year2025-10-131009383
Value of plan covered by a fidelity bond2025-10-13500000
Participant contributions to plan in this plan year2025-10-1397975
Other expenses paid from plan in this plan year2025-10-13-4519
Other income to plan in this plan year2025-10-13132011
Plan net income in this plan year2025-10-13267015
Net assets as of the end of the plan year2025-10-131276398
Net assets as of the beginning of the plan year2025-10-131009383
Employer contributions to plan in this plan year2025-10-1351928
2024 : THE FOUNDATION OF THE CATHOLIC DIOCESE OF COLUMBUS RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-010
Net assets as of the end of the plan year2024-07-011009383
Total assets as of the beginning of the plan year2024-07-01732366
Value of plan covered by a fidelity bond2024-07-01500000
Participant contributions to plan in this plan year2024-07-0191427
Other income to plan in this plan year2024-07-01138614
Plan net income in this plan year2024-07-01277017
Net assets as of the end of the plan year2024-07-011009383
Net assets as of the beginning of the plan year2024-07-01732366
Employer contributions to plan in this plan year2024-07-0146976
2022 : THE FOUNDATION OF THE CATHOLIC DIOCESE OF COLUMBUS RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-03-09106113
Net assets as of the end of the plan year2022-03-09777651
Total assets as of the beginning of the plan year2022-03-09649340
Value of plan covered by a fidelity bond2022-03-09500000
Participant contributions to plan in this plan year2022-03-0988143
Other contributions to plan in this plan year2022-03-092546
Other income to plan in this plan year2022-03-09106945
Plan net income in this plan year2022-03-09128311
Net assets as of the end of the plan year2022-03-09777651
Net assets as of the beginning of the plan year2022-03-09649340
Employer contributions to plan in this plan year2022-03-0936790

Potentially related plans

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