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EMPLOYEE BENEFIT PLAN OF CATHOLIC RESIDENTIAL SERVICES 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF CATHOLIC RESIDENTIAL SERVICES
Plan identification number 002

EMPLOYEE BENEFIT PLAN OF CATHOLIC RESIDENTIAL SERVICES 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

CATHOLIC RESIDENTIAL SERVICES has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF CATHOLIC RESIDENTIAL SERVICES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-07-01KELLI KINZER2025-01-23
0022022-07-01KELLI COATES2024-01-18
0022021-07-01MARGARET FRYER2023-03-08
0022020-07-01MARGARET FRYER2022-01-19
0022019-07-01MARGARET FRYER2021-01-26
0022018-07-01MARGARET FRYER2020-04-09
0022017-07-01MARGARET FRYER2018-12-18
0022016-07-01MARGARET FRYER2018-01-24 MARGARET FRYER2018-01-24
0022015-07-01AMY LINZ2017-01-05 AMY LINZ2017-01-05
0022014-07-01AMY LINZ2016-01-29 AMY LINZ2016-01-29

Plan Statistics for EMPLOYEE BENEFIT PLAN OF CATHOLIC RESIDENTIAL SERVICES

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF CATHOLIC RESIDENTIAL SERVICES

Measure Date Value
2025: EMPLOYEE BENEFIT PLAN OF CATHOLIC RESIDENTIAL SERVICES 2025 401k membership
Total number of particpants at beginning of year2025-01-2316
Total number of particpants at end of year2025-01-2314
Number of Participants With Account Balances2025-01-2313
2023: EMPLOYEE BENEFIT PLAN OF CATHOLIC RESIDENTIAL SERVICES 2023 401k membership
Total number of particpants at beginning of year2023-03-0854
Total number of particpants at end of year2023-03-0847
Number of Participants With Account Balances2023-03-0811

Financial Data on EMPLOYEE BENEFIT PLAN OF CATHOLIC RESIDENTIAL SERVICES

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF CATHOLIC RESIDENTIAL SERVICES 2025 401k financial data
Total transfers to/from plan in this plan year2025-01-230
Total liabilities as of the end of the plan year2025-01-230
Total liabilities as of the beginning of the plan year2025-01-230
Total expenses incurred by plan in this plan year2025-01-2328929
Net assets as of the end of the plan year2025-01-23172847
Total assets as of the beginning of the plan year2025-01-23154259
Value of plan covered by a fidelity bond2025-01-23265000
Participant contributions to plan in this plan year2025-01-2318906
Other expenses paid from plan in this plan year2025-01-230
Other contributions to plan in this plan year2025-01-230
Other income to plan in this plan year2025-01-2320220
Plan net income in this plan year2025-01-2318588
Net assets as of the end of the plan year2025-01-23172847
Net assets as of the beginning of the plan year2025-01-23154259
Employer contributions to plan in this plan year2025-01-238391
Fees paid to broker by Benefit Provider2025-01-2315
Expensese paid to adminstrative service provicers from plan in this plan year2025-01-23158
2023 : EMPLOYEE BENEFIT PLAN OF CATHOLIC RESIDENTIAL SERVICES 2023 401k financial data
Total transfers to/from plan in this plan year2023-03-080
Total liabilities as of the end of the plan year2023-03-080
Total liabilities as of the beginning of the plan year2023-03-080
Total expenses incurred by plan in this plan year2023-03-0823950
Net assets as of the end of the plan year2023-03-08125926
Total assets as of the beginning of the plan year2023-03-08144362
Value of plan covered by a fidelity bond2023-03-08265000
Participant contributions to plan in this plan year2023-03-0816966
Other expenses paid from plan in this plan year2023-03-080
Other contributions to plan in this plan year2023-03-080
Other income to plan in this plan year2023-03-08-19680
Plan net income in this plan year2023-03-08-18436
Net assets as of the end of the plan year2023-03-08125926
Net assets as of the beginning of the plan year2023-03-08144362
Employer contributions to plan in this plan year2023-03-088228
Fees paid to broker by Benefit Provider2023-03-0888
Expensese paid to adminstrative service provicers from plan in this plan year2023-03-0899

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