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| Plan Name | EMPLOYEE BENEFIT PLAN OF CATHOLIC RESIDENTIAL SERVICES |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | CATHOLIC RESIDENTIAL SERVICES |
| Employer identification number (EIN): | 311344280 |
| NAIC Classification: | 623000 |
| NAIC Description: | Nursing and Residential Care Facilities |
Additional information about CATHOLIC RESIDENTIAL SERVICES
| Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
| Incorporation Date: | 1992-02-10 |
| Company Identification Number: | 816338 |
| Legal Registered Office Address: |
100 EAST 8TH STREET - CINCINNATI United States of America (USA) 45202 |
More information about CATHOLIC RESIDENTIAL SERVICES
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-07-01 | KELLI KINZER | 2025-01-23 | ||
| 002 | 2022-07-01 | KELLI COATES | 2024-01-18 | ||
| 002 | 2021-07-01 | MARGARET FRYER | 2023-03-08 | ||
| 002 | 2020-07-01 | MARGARET FRYER | 2022-01-19 | ||
| 002 | 2019-07-01 | MARGARET FRYER | 2021-01-26 | ||
| 002 | 2018-07-01 | MARGARET FRYER | 2020-04-09 | ||
| 002 | 2017-07-01 | MARGARET FRYER | 2018-12-18 | ||
| 002 | 2016-07-01 | MARGARET FRYER | 2018-01-24 | MARGARET FRYER | 2018-01-24 |
| 002 | 2015-07-01 | AMY LINZ | 2017-01-05 | AMY LINZ | 2017-01-05 |
| 002 | 2014-07-01 | AMY LINZ | 2016-01-29 | AMY LINZ | 2016-01-29 |
| Measure | Date | Value |
|---|---|---|
| 2025: EMPLOYEE BENEFIT PLAN OF CATHOLIC RESIDENTIAL SERVICES 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-01-23 | 16 |
| Total number of particpants at end of year | 2025-01-23 | 14 |
| Number of Participants With Account Balances | 2025-01-23 | 13 |
| 2023: EMPLOYEE BENEFIT PLAN OF CATHOLIC RESIDENTIAL SERVICES 2023 401k membership | ||
| Total number of particpants at beginning of year | 2023-03-08 | 54 |
| Total number of particpants at end of year | 2023-03-08 | 47 |
| Number of Participants With Account Balances | 2023-03-08 | 11 |
| Measure | Date | Value |
|---|---|---|
| 2025 : EMPLOYEE BENEFIT PLAN OF CATHOLIC RESIDENTIAL SERVICES 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-01-23 | 0 |
| Total liabilities as of the end of the plan year | 2025-01-23 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-01-23 | 0 |
| Total expenses incurred by plan in this plan year | 2025-01-23 | 28929 |
| Net assets as of the end of the plan year | 2025-01-23 | 172847 |
| Total assets as of the beginning of the plan year | 2025-01-23 | 154259 |
| Value of plan covered by a fidelity bond | 2025-01-23 | 265000 |
| Participant contributions to plan in this plan year | 2025-01-23 | 18906 |
| Other expenses paid from plan in this plan year | 2025-01-23 | 0 |
| Other contributions to plan in this plan year | 2025-01-23 | 0 |
| Other income to plan in this plan year | 2025-01-23 | 20220 |
| Plan net income in this plan year | 2025-01-23 | 18588 |
| Net assets as of the end of the plan year | 2025-01-23 | 172847 |
| Net assets as of the beginning of the plan year | 2025-01-23 | 154259 |
| Employer contributions to plan in this plan year | 2025-01-23 | 8391 |
| Fees paid to broker by Benefit Provider | 2025-01-23 | 15 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-01-23 | 158 |
| 2023 : EMPLOYEE BENEFIT PLAN OF CATHOLIC RESIDENTIAL SERVICES 2023 401k financial data | ||
| Total transfers to/from plan in this plan year | 2023-03-08 | 0 |
| Total liabilities as of the end of the plan year | 2023-03-08 | 0 |
| Total liabilities as of the beginning of the plan year | 2023-03-08 | 0 |
| Total expenses incurred by plan in this plan year | 2023-03-08 | 23950 |
| Net assets as of the end of the plan year | 2023-03-08 | 125926 |
| Total assets as of the beginning of the plan year | 2023-03-08 | 144362 |
| Value of plan covered by a fidelity bond | 2023-03-08 | 265000 |
| Participant contributions to plan in this plan year | 2023-03-08 | 16966 |
| Other expenses paid from plan in this plan year | 2023-03-08 | 0 |
| Other contributions to plan in this plan year | 2023-03-08 | 0 |
| Other income to plan in this plan year | 2023-03-08 | -19680 |
| Plan net income in this plan year | 2023-03-08 | -18436 |
| Net assets as of the end of the plan year | 2023-03-08 | 125926 |
| Net assets as of the beginning of the plan year | 2023-03-08 | 144362 |
| Employer contributions to plan in this plan year | 2023-03-08 | 8228 |
| Fees paid to broker by Benefit Provider | 2023-03-08 | 88 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2023-03-08 | 99 |