CATHOLIC CHARITIES - DIOCESE OF TOLEDO, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF CATHOLIC CHARITIES - DIOCESE OF TOLEDO,INC.
401k plan membership statisitcs for 403(B) THRIFT PLAN OF CATHOLIC CHARITIES - DIOCESE OF TOLEDO,INC.
| Measure | Date | Value |
|---|
| 2023: 403(B) THRIFT PLAN OF CATHOLIC CHARITIES - DIOCESE OF TOLEDO,INC. 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 122 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 48 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 55 |
| Total of all active and inactive participants | 2023-01-01 | 104 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 104 |
| Number of participants with account balances | 2023-01-01 | 104 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 2 |
| 2022: 403(B) THRIFT PLAN OF CATHOLIC CHARITIES - DIOCESE OF TOLEDO,INC. 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-08-22 | 99 |
| Total number of particpants at end of year | 2022-08-22 | 103 |
| Number of Participants With Account Balances | 2022-08-22 | 96 |
| Total participants, beginning-of-year | 2022-01-01 | 103 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 55 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 44 |
| Total of all active and inactive participants | 2022-01-01 | 99 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 99 |
| Number of participants with account balances | 2022-01-01 | 99 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2016: 403(B) THRIFT PLAN OF CATHOLIC CHARITIES - DIOCESE OF TOLEDO,INC. 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 113 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 44 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 71 |
| Total of all active and inactive participants | 2016-01-01 | 115 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 115 |
| Number of participants with account balances | 2016-01-01 | 112 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 8 |
| Measure | Date | Value |
|---|
| 2024 : 403(B) THRIFT PLAN OF CATHOLIC CHARITIES - DIOCESE OF TOLEDO,INC. 2024 401k financial data |
|---|
| Transfers to/from the plan | 2024-01-01 | $0 |
| Total plan liabilities at end of year | 2024-01-01 | $0 |
| Total plan liabilities at beginning of year | 2024-01-01 | $0 |
| Total income from all sources | 2024-01-01 | $236,023 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $117,760 |
| Benefits paid (including direct rollovers) | 2024-01-01 | $117,044 |
| Total plan assets at end of year | 2024-01-01 | $1,321,715 |
| Total plan assets at beginning of year | 2024-01-01 | $1,203,452 |
| Value of fidelity bond covering the plan | 2024-01-01 | $500,000 |
| Total contributions received or receivable from participants | 2024-01-01 | $68,888 |
| Expenses. Other expenses not covered elsewhere | 2024-01-01 | $0 |
| Contributions received from other sources (not participants or employers) | 2024-01-01 | $0 |
| Other income received | 2024-01-01 | $114,070 |
| Noncash contributions received | 2024-01-01 | $0 |
| Net income (gross income less expenses) | 2024-01-01 | $118,263 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $1,321,715 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $1,203,452 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $53,065 |
| Value of corrective distributions | 2024-01-01 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-01-01 | $716 |
| 2023 : 403(B) THRIFT PLAN OF CATHOLIC CHARITIES - DIOCESE OF TOLEDO,INC. 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $257,897 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $178,696 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $178,384 |
| Total plan assets at end of year | 2023-12-31 | $1,203,452 |
| Total plan assets at beginning of year | 2023-12-31 | $1,124,251 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $69,628 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $12,779 |
| Other income received | 2023-12-31 | $121,517 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $79,201 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,203,452 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,124,251 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $53,973 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $312 |
| 2022 : 403(B) THRIFT PLAN OF CATHOLIC CHARITIES - DIOCESE OF TOLEDO,INC. 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $9,900 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $60,296 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $59,579 |
| Total plan assets at end of year | 2022-12-31 | $1,124,251 |
| Total plan assets at beginning of year | 2022-12-31 | $1,174,647 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $81,517 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $21,467 |
| Other income received | 2022-12-31 | $-144,137 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-50,396 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,124,251 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,174,647 |
| Assets. Value of participant loans | 2022-12-31 | $13,162 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $51,053 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $717 |
| Total transfers to/from plan in this plan year | 2022-08-22 | 0 |
| Total liabilities as of the end of the plan year | 2022-08-22 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-08-22 | 0 |
| Total expenses incurred by plan in this plan year | 2022-08-22 | 225230 |
| Net assets as of the end of the plan year | 2022-08-22 | 1174647 |
| Total assets as of the beginning of the plan year | 2022-08-22 | 1156783 |
| Value of plan covered by a fidelity bond | 2022-08-22 | 500000 |
| Participant contributions to plan in this plan year | 2022-08-22 | 75900 |
| Value of participant loans at end of plan year | 2022-08-22 | 7649 |
| Other expenses paid from plan in this plan year | 2022-08-22 | 908 |
| Other contributions to plan in this plan year | 2022-08-22 | 0 |
| Other income to plan in this plan year | 2022-08-22 | 114904 |
| Plan net income in this plan year | 2022-08-22 | 17864 |
| Net assets as of the end of the plan year | 2022-08-22 | 1174647 |
| Net assets as of the beginning of the plan year | 2022-08-22 | 1156783 |
| Employer contributions to plan in this plan year | 2022-08-22 | 52290 |
| Fees paid to broker by Benefit Provider | 2022-08-22 | 325 |
| 2016 : 403(B) THRIFT PLAN OF CATHOLIC CHARITIES - DIOCESE OF TOLEDO,INC. 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $120,539 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $346,311 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $345,400 |
| Total plan assets at end of year | 2016-12-31 | $651,065 |
| Total plan assets at beginning of year | 2016-12-31 | $876,837 |
| Value of fidelity bond covering the plan | 2016-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $52,222 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $911 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $38,101 |
| Net income (gross income less expenses) | 2016-12-31 | $-225,772 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $651,065 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $876,837 |
| Assets. Value of participant loans | 2016-12-31 | $1,736 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $30,216 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
