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EMPLOYEE BENEFIT PLAN OF CATHOLIC SOCIAL SERVICES OF ST. CLAIR COUNTY 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF CATHOLIC SOCIAL SERVICES OF ST. CLAIR COUNTY
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF CATHOLIC SOCIAL SERVICES OF ST. CLAIR COUNTY Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • 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.

401k Sponsoring company profile

CATHOLIC SOCIAL SERVICES OF ST. CLAIR has sponsored the creation of one or more 401k plans.

Company Name:CATHOLIC SOCIAL SERVICES OF ST. CLAIR
Employer identification number (EIN):383171381
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF CATHOLIC SOCIAL SERVICES OF ST. CLAIR COUNTY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-01-01JASON SHANKS2014-07-15
0012012-01-01EDWARD REDLIN2013-08-21
0012011-01-01EDWARD CIESLINSKI EDWARD CIESLINSKI2012-07-03
0012009-01-01PATRICK COGLEY PATRICK COGLEY2010-10-13
0012009-01-01PATRICK COGLEY PATRICK COGLEY2010-10-13
0012009-01-01PATRICK COGLEY PATRICK COGLEY2010-10-13
0012009-01-01PATRICK COGLEY PATRICK COGLEY2010-10-11

Plan Statistics for EMPLOYEE BENEFIT PLAN OF CATHOLIC SOCIAL SERVICES OF ST. CLAIR COUNTY

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF CATHOLIC SOCIAL SERVICES OF ST. CLAIR COUNTY

Measure Date Value
2011: EMPLOYEE BENEFIT PLAN OF CATHOLIC SOCIAL SERVICES OF ST. CLAIR COUNTY 2011 401k membership
Total participants, beginning-of-year2011-01-0141
Total number of active participants reported on line 7a of the Form 55002011-01-0115
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0124
Total of all active and inactive participants2011-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0140
Number of participants with account balances2011-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: EMPLOYEE BENEFIT PLAN OF CATHOLIC SOCIAL SERVICES OF ST. CLAIR COUNTY 2009 401k membership
Total participants, beginning-of-year2009-01-0144
Total number of active participants reported on line 7a of the Form 55002009-01-0117
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0125
Total of all active and inactive participants2009-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0143
Number of participants with account balances2009-01-0143

Financial Data on EMPLOYEE BENEFIT PLAN OF CATHOLIC SOCIAL SERVICES OF ST. CLAIR COUNTY

Measure Date Value
2011 : EMPLOYEE BENEFIT PLAN OF CATHOLIC SOCIAL SERVICES OF ST. CLAIR COUNTY 2011 401k financial data
Total income from all sources2011-12-31$40,255
Expenses. Total of all expenses incurred2011-12-31$98,689
Benefits paid (including direct rollovers)2011-12-31$97,966
Total plan assets at end of year2011-12-31$1,141,965
Total plan assets at beginning of year2011-12-31$1,200,399
Expenses. Other expenses not covered elsewhere2011-12-31$723
Other income received2011-12-31$4,925
Net income (gross income less expenses)2011-12-31$-58,434
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,141,965
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,200,399
Total contributions received or receivable from employer(s)2011-12-31$35,330
2010 : EMPLOYEE BENEFIT PLAN OF CATHOLIC SOCIAL SERVICES OF ST. CLAIR COUNTY 2010 401k financial data
Total income from all sources2010-12-31$126,538
Expenses. Total of all expenses incurred2010-12-31$140,003
Benefits paid (including direct rollovers)2010-12-31$139,193
Total plan assets at end of year2010-12-31$1,200,399
Total plan assets at beginning of year2010-12-31$1,213,864
Expenses. Other expenses not covered elsewhere2010-12-31$810
Other income received2010-12-31$79,339
Net income (gross income less expenses)2010-12-31$-13,465
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,200,399
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,213,864
Total contributions received or receivable from employer(s)2010-12-31$47,199

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF CATHOLIC SOCIAL SERVICES OF ST. CLAIR COUNTY

2011: EMPLOYEE BENEFIT PLAN OF CATHOLIC SOCIAL SERVICES OF ST. CLAIR COUNTY 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: EMPLOYEE BENEFIT PLAN OF CATHOLIC SOCIAL SERVICES OF ST. CLAIR COUNTY 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050452-J
Policy instance 1
Insurance contract or identification number050452-J
Number of Individuals Covered40
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of fees paid to insurance companyUSD $165
Are there contracts with allocated funds for group deferred annuity?Yes
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050452-J
Policy instance 1
Insurance contract or identification number050452-J
Number of Individuals Covered41
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of fees paid to insurance companyUSD $72
Are there contracts with allocated funds for group deferred annuity?Yes
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees25
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameCHRISTOPHER SCHUPPE

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