401k Plan data: THE FIRST CATHOLIC SLOVAK LADIES ASSOC. 401K PLAN plan

THE FIRST CATHOLIC SLOVAK LADIES ASSOC. 401K PLAN 401k Plan overview

Plan Name	THE FIRST CATHOLIC SLOVAK LADIES ASSOC. 401K PLAN
Plan identification number	003

THE FIRST CATHOLIC SLOVAK LADIES ASSOC. 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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 FIRST CATHOLIC SLOVAK has sponsored the creation of one or more 401k plans.

Company Name: THE FIRST CATHOLIC SLOVAK

Employer identification number (EIN): 340220540

NAIC Classification: 524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE FIRST CATHOLIC SLOVAK LADIES ASSOC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 ROBERT MCNULTY 2023-06-19
003 2021-01-01 ROBERT MCNULTY 2022-05-04
003 2020-01-01 ROBERT MCNULTY 2021-07-19
003 2019-01-01 JEAN M. BUDAY 2020-09-09 JEAN M. BUDAY 2020-09-09
003 2018-01-01 JEAN M BUDAY 2019-07-22
003 2017-01-01 JEAN M BUDAY 2018-09-28
003 2016-01-01 JEAN M. BUDAY 2017-10-12
003 2015-01-01 JEAN M. BUDAY
003 2014-01-01 JEAN BUDAY JEAN BUDAY 2015-10-13
003 2013-01-01 JEAN BUDAY
003 2012-01-01 JEAN BUDAY
003 2011-01-01 MARGIE JANDROKOVIC
003 2009-01-01 MARYANN S. JOHANEK
003 2009-01-01 MARY ANN S JOHANEK

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01	ROBERT MCNULTY	2023-06-19
003	2021-01-01	ROBERT MCNULTY	2022-05-04
003	2020-01-01	ROBERT MCNULTY	2021-07-19
003	2019-01-01	JEAN M. BUDAY	2020-09-09	JEAN M. BUDAY	2020-09-09
003	2018-01-01	JEAN M BUDAY	2019-07-22
003	2017-01-01	JEAN M BUDAY	2018-09-28
003	2016-01-01	JEAN M. BUDAY	2017-10-12
003	2015-01-01	JEAN M. BUDAY
003	2014-01-01	JEAN BUDAY		JEAN BUDAY	2015-10-13
003	2013-01-01	JEAN BUDAY
003	2012-01-01	JEAN BUDAY
003	2011-01-01	MARGIE JANDROKOVIC
003	2009-01-01	MARYANN S. JOHANEK
003	2009-01-01	MARY ANN S JOHANEK

Plan Statistics for THE FIRST CATHOLIC SLOVAK LADIES ASSOC. 401K PLAN

401k plan membership statisitcs for THE FIRST CATHOLIC SLOVAK LADIES ASSOC. 401K PLAN

Measure Date Value
2015: THE FIRST CATHOLIC SLOVAK LADIES ASSOC. 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 34
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 7
Total of all active and inactive participants 2015-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 41
Number of participants with account balances 2015-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THE FIRST CATHOLIC SLOVAK LADIES ASSOC. 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 40
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 6
Total of all active and inactive participants 2014-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 46
Number of participants with account balances 2014-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: THE FIRST CATHOLIC SLOVAK LADIES ASSOC. 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 47
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 3
Total of all active and inactive participants 2013-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 50
Number of participants with account balances 2013-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE FIRST CATHOLIC SLOVAK LADIES ASSOC. 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 42
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 43
Number of participants with account balances 2012-01-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE FIRST CATHOLIC SLOVAK LADIES ASSOC. 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 43
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 46
Number of participants with account balances 2011-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: THE FIRST CATHOLIC SLOVAK LADIES ASSOC. 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 39
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 39
Number of participants with account balances 2009-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: THE FIRST CATHOLIC SLOVAK LADIES ASSOC. 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	34
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	7
Total of all active and inactive participants	2015-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	41
Number of participants with account balances	2015-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THE FIRST CATHOLIC SLOVAK LADIES ASSOC. 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	40
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	6
Total of all active and inactive participants	2014-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	46
Number of participants with account balances	2014-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: THE FIRST CATHOLIC SLOVAK LADIES ASSOC. 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	47
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	3
Total of all active and inactive participants	2013-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	50
Number of participants with account balances	2013-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE FIRST CATHOLIC SLOVAK LADIES ASSOC. 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	42
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	43
Number of participants with account balances	2012-01-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE FIRST CATHOLIC SLOVAK LADIES ASSOC. 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	43
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	46
Number of participants with account balances	2011-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: THE FIRST CATHOLIC SLOVAK LADIES ASSOC. 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	39
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	39
Number of participants with account balances	2009-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE FIRST CATHOLIC SLOVAK LADIES ASSOC. 401K PLAN

Measure	Date	Value
2015 : THE FIRST CATHOLIC SLOVAK LADIES ASSOC. 401K PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$322,508
Expenses. Total of all expenses incurred	2015-12-31	$271,047
Benefits paid (including direct rollovers)	2015-12-31	$264,094
Total plan assets at end of year	2015-12-31	$2,069,432
Total plan assets at beginning of year	2015-12-31	$2,017,971
Total contributions received or receivable from participants	2015-12-31	$153,187
Contributions received from other sources (not participants or employers)	2015-12-31	$64,821
Other income received	2015-12-31	$8,273
Net income (gross income less expenses)	2015-12-31	$51,461
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,069,432
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,017,971
Assets. Value of participant loans	2015-12-31	$32,354
Total contributions received or receivable from employer(s)	2015-12-31	$96,227
Value of corrective distributions	2015-12-31	$6,653
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$300
2014 : THE FIRST CATHOLIC SLOVAK LADIES ASSOC. 401K PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$327,368
Expenses. Total of all expenses incurred	2014-12-31	$30,379
Benefits paid (including direct rollovers)	2014-12-31	$30,029
Total plan assets at end of year	2014-12-31	$2,017,971
Total plan assets at beginning of year	2014-12-31	$1,720,982
Total contributions received or receivable from participants	2014-12-31	$144,069
Other income received	2014-12-31	$91,697
Net income (gross income less expenses)	2014-12-31	$296,989
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,017,971
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,720,982
Assets. Value of participant loans	2014-12-31	$14,932
Total contributions received or receivable from employer(s)	2014-12-31	$91,602
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$350
2013 : THE FIRST CATHOLIC SLOVAK LADIES ASSOC. 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$501,808
Expenses. Total of all expenses incurred	2013-12-31	$318,228
Benefits paid (including direct rollovers)	2013-12-31	$317,795
Total plan assets at end of year	2013-12-31	$1,720,982
Total plan assets at beginning of year	2013-12-31	$1,537,402
Total contributions received or receivable from participants	2013-12-31	$145,121
Other income received	2013-12-31	$258,247
Net income (gross income less expenses)	2013-12-31	$183,580
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,720,982
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,537,402
Assets. Value of participant loans	2013-12-31	$24,424
Total contributions received or receivable from employer(s)	2013-12-31	$98,440
Value of certain deemed distributions of participant loans	2013-12-31	$33
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$400
2012 : THE FIRST CATHOLIC SLOVAK LADIES ASSOC. 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$324,641
Expenses. Total of all expenses incurred	2012-12-31	$1,122,136
Benefits paid (including direct rollovers)	2012-12-31	$1,121,886
Total plan assets at end of year	2012-12-31	$1,537,402
Total plan assets at beginning of year	2012-12-31	$2,334,897
Total contributions received or receivable from participants	2012-12-31	$93,804
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$153,374
Net income (gross income less expenses)	2012-12-31	$-797,495
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,537,402
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,334,897
Assets. Value of participant loans	2012-12-31	$9,924
Total contributions received or receivable from employer(s)	2012-12-31	$77,463
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$250
2011 : THE FIRST CATHOLIC SLOVAK LADIES ASSOC. 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$223,950
Expenses. Total of all expenses incurred	2011-12-31	$129,885
Benefits paid (including direct rollovers)	2011-12-31	$129,585
Total plan assets at end of year	2011-12-31	$2,334,897
Total plan assets at beginning of year	2011-12-31	$2,240,832
Total contributions received or receivable from participants	2011-12-31	$119,405
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$6,806
Net income (gross income less expenses)	2011-12-31	$94,065
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,334,897
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,240,832
Assets. Value of participant loans	2011-12-31	$14,769
Total contributions received or receivable from employer(s)	2011-12-31	$97,739
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$300
2010 : THE FIRST CATHOLIC SLOVAK LADIES ASSOC. 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$314,486
Expenses. Total of all expenses incurred	2010-12-31	$150
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$2,240,832
Total plan assets at beginning of year	2010-12-31	$1,926,496
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$88,881
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$140,002
Net income (gross income less expenses)	2010-12-31	$314,336
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,240,832
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,926,496
Assets. Value of participant loans	2010-12-31	$4,880
Total contributions received or receivable from employer(s)	2010-12-31	$85,603
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$150

Form 5500 Responses for THE FIRST CATHOLIC SLOVAK LADIES ASSOC. 401K PLAN

2015: THE FIRST CATHOLIC SLOVAK LADIES ASSOC. 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE FIRST CATHOLIC SLOVAK LADIES ASSOC. 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE FIRST CATHOLIC SLOVAK LADIES ASSOC. 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE FIRST CATHOLIC SLOVAK LADIES ASSOC. 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE FIRST CATHOLIC SLOVAK LADIES ASSOC. 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE FIRST CATHOLIC SLOVAK LADIES ASSOC. 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	THE FIRST CATHOLIC SLOVAK
Employer identification number (EIN):	340220540
NAIC Classification:	524140