401k Plan data: SHEPHERD OF THE LAKE 401 K PROFIT SHARING PLAN TRUST plan

SHEPHERD OF THE LAKE 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	SHEPHERD OF THE LAKE 401 K PROFIT SHARING PLAN TRUST
Plan identification number	001

SHEPHERD OF THE LAKE 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan Type

Defined 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.
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.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

SHEPHERD OF THE LAKE LUTHERAN has sponsored the creation of one or more 401k plans.

Company Name: SHEPHERD OF THE LAKE LUTHERAN

Employer identification number (EIN): 410918594

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHEPHERD OF THE LAKE 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 NICOLE KLEKNER 2024-07-31
001 2022-01-01 NICOLE KLEKNER 2023-12-08
001 2020-01-01 KATIE KOCINA 2021-06-14
001 2019-01-01 KATIE KOCINA 2020-07-13
001 2018-01-01 KATIE KOCINA 2019-07-02
001 2017-01-01 KATIE KOCINA 2018-05-22
001 2016-01-01 LISA RENTSCHLER 2017-06-15
001 2015-01-01 LISA RENTSCHLER 2016-06-08
001 2014-01-01 LISA RENTSCHLER 2015-07-20
001 2013-01-01 RONALD E BICKLE 2014-07-25
001 2012-01-01 SHEPHERD OF THE LAKE LUTHERAN 2013-07-30
001 2011-01-01 SHEPHERD OF THE LAKE LUTHERAN 2012-07-11
001 2010-01-01 SHEPHERD OF THE LAKE LUTHERAN 2011-07-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	NICOLE KLEKNER	2024-07-31
001	2022-01-01	NICOLE KLEKNER	2023-12-08
001	2020-01-01	KATIE KOCINA	2021-06-14
001	2019-01-01	KATIE KOCINA	2020-07-13
001	2018-01-01	KATIE KOCINA	2019-07-02
001	2017-01-01	KATIE KOCINA	2018-05-22
001	2016-01-01	LISA RENTSCHLER	2017-06-15
001	2015-01-01	LISA RENTSCHLER	2016-06-08
001	2014-01-01	LISA RENTSCHLER	2015-07-20
001	2013-01-01	RONALD E BICKLE	2014-07-25
001	2012-01-01	SHEPHERD OF THE LAKE LUTHERAN	2013-07-30
001	2011-01-01	SHEPHERD OF THE LAKE LUTHERAN	2012-07-11
001	2010-01-01	SHEPHERD OF THE LAKE LUTHERAN	2011-07-20

Financial Data on SHEPHERD OF THE LAKE 401 K PROFIT SHARING PLAN TRUST

Measure	Date	Value
2024 : SHEPHERD OF THE LAKE 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-07-31	15570
Net assets as of the end of the plan year	2024-07-31	717572
Total assets as of the beginning of the plan year	2024-07-31	540063
Value of plan covered by a fidelity bond	2024-07-31	55000
Participant contributions to plan in this plan year	2024-07-31	65060
Other income to plan in this plan year	2024-07-31	96897
Plan net income in this plan year	2024-07-31	177509
Net assets as of the end of the plan year	2024-07-31	717572
Net assets as of the beginning of the plan year	2024-07-31	540063
Employer contributions to plan in this plan year	2024-07-31	31122
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-31	55

Potentially related plans

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Company Name:	SHEPHERD OF THE LAKE LUTHERAN
Employer identification number (EIN):	410918594
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations