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ST. CROIX ACADEMY 403(B) TDA PLAN 401k Plan overview

Plan NameST. CROIX ACADEMY 403(B) TDA PLAN
Plan identification number 001

ST. CROIX ACADEMY 403(B) TDA PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

ST. CROIX ACADEMY has sponsored the creation of one or more 401k plans.

Company Name:ST. CROIX ACADEMY
Employer identification number (EIN):411814281
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. CROIX ACADEMY 403(B) TDA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01VALERIE OLSON2023-11-07
0012021-07-01VALERIE OLSON2022-11-10
0012020-07-01VALERIE OLSON2022-01-20
0012019-07-01VALERIE OLSON2020-12-04
0012018-07-01VALERIE OLSON2019-12-05
0012017-07-01VALERIE OLSON2018-10-16
0012016-07-01VALERIE OLSON2017-11-28
0012015-07-01SHERI RYLICKI2016-10-24
0012014-07-01SHERI RYLICKI2015-10-29
0012013-07-01SHERI RYLICKI2014-10-23
0012012-07-01SHERI RYLICKI2013-11-15
0012011-07-01SHERI RYLICKI2012-12-14

Financial Data on ST. CROIX ACADEMY 403(B) TDA PLAN

Measure Date Value
2011 : ST. CROIX ACADEMY 403(B) TDA PLAN 2011 401k financial data
Total income from all sources2011-06-30$64,355
Total plan assets at end of year2011-06-30$255,194
Total plan assets at beginning of year2011-06-30$190,839
Total contributions received or receivable from participants2011-06-30$22,320
Other income received2011-06-30$42,035
Net income (gross income less expenses)2011-06-30$64,355
Net plan assets at end of year (total assets less liabilities)2011-06-30$255,194
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$190,839

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number387844
Policy instance 1
Insurance contract or identification number387844
Number of Individuals Covered11
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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