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LUTHERAN CHILD AND FAMILY SERVICES OF IN/KY, INC. 403(B) PLAN 401k Plan overview

Plan NameLUTHERAN CHILD AND FAMILY SERVICES OF IN/KY, INC. 403(B) PLAN
Plan identification number 002

LUTHERAN CHILD AND FAMILY SERVICES OF IN/KY, INC. 403(B) 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 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

LUTHERAN CHILD AND FAMILY SERVICES has sponsored the creation of one or more 401k plans.

Company Name:LUTHERAN CHILD AND FAMILY SERVICES
Employer identification number (EIN):350868123
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LUTHERAN CHILD AND FAMILY SERVICES OF IN/KY, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-01-01SVEN SCHUMACHER2020-04-22 SVEN SCHUMACHER2020-04-22
0022018-01-01SVEN SCHUMACHER2019-07-24 SVEN SCHUMACHER2019-07-24
0022017-01-01SVEN SCHUMACHER2018-07-23 SVEN SCHUMACHER2018-07-23
0022016-01-01SVEN SCHUMACHER2017-09-19 SVEN SCHUMACHER2017-09-19
0022015-01-01SVEN C. SCHUMACHER2016-10-04 SVEN C. SCHUMACHER2016-10-04
0022014-01-01SVEN SCHUMACHER2015-08-18 SVEN SCHUMACHER2015-08-18
0022013-01-01SVEN SCHUMACHER2014-09-29 SVEN SCHUMACHER2014-09-29
0022012-01-01SVEN SCHUMACHER2013-10-04 SVEN SCHUMACHER2013-10-04
0022011-01-01WILLIAM LAUT2012-10-08 WILLIAM LAUT2012-10-08
0022010-01-01WILLIAM LAUT2011-10-10 WILLIAM LAUT2011-10-10
0022009-01-01WILLIAM LAUT WILLIAM LAUT2011-02-03

Plan Statistics for LUTHERAN CHILD AND FAMILY SERVICES OF IN/KY, INC. 403(B) PLAN

401k plan membership statisitcs for LUTHERAN CHILD AND FAMILY SERVICES OF IN/KY, INC. 403(B) PLAN

Measure Date Value
2009: LUTHERAN CHILD AND FAMILY SERVICES OF IN/KY, INC. 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01247
Total number of active participants reported on line 7a of the Form 55002009-01-01175
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0144
Total of all active and inactive participants2009-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01219
Number of participants with account balances2009-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LUTHERAN CHILD AND FAMILY SERVICES OF IN/KY, INC. 403(B) PLAN

Measure Date Value
2009 : LUTHERAN CHILD AND FAMILY SERVICES OF IN/KY, INC. 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LUTHERAN CHILD AND FAMILY SERVICES OF IN/KY, INC. 403(B) PLAN

2009: LUTHERAN CHILD AND FAMILY SERVICES OF IN/KY, INC. 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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