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SOCIETY OF ST. VINCENT DE PAUL 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameSOCIETY OF ST. VINCENT DE PAUL 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

SOCIETY OF ST. VINCENT DE PAUL 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.

401k Sponsoring company profile

SOCIETY OF ST. VINCENT DE PAUL ACHDIOCESAN COUNCIL OF ST. LOUIS has sponsored the creation of one or more 401k plans.

Company Name:SOCIETY OF ST. VINCENT DE PAUL ACHDIOCESAN COUNCIL OF ST. LOUIS
Employer identification number (EIN):430652684
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOCIETY OF ST. VINCENT DE PAUL 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01DENISE CHACHERE2021-07-13
0012018-01-01DENISE R CHACHERE2019-03-28
0012017-01-01DENISE R CHACHERE2018-05-11
0012016-01-01DENISE R CHACHERE2017-07-20

Plan Statistics for SOCIETY OF ST. VINCENT DE PAUL 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for SOCIETY OF ST. VINCENT DE PAUL 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2022: SOCIETY OF ST. VINCENT DE PAUL 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01119
Total number of active participants reported on line 7a of the Form 55002022-01-01139
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0113
Total of all active and inactive participants2022-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01152
Number of participants with account balances2022-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SOCIETY OF ST. VINCENT DE PAUL 401 K PROFIT SHARING PLAN TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01141
Total number of active participants reported on line 7a of the Form 55002021-01-01108
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0150
Total of all active and inactive participants2021-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01158
Number of participants with account balances2021-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011

Financial Data on SOCIETY OF ST. VINCENT DE PAUL 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2022 : SOCIETY OF ST. VINCENT DE PAUL 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$14,645
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$179,135
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$131,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$112,358
Value of total corrective distributions2022-12-31$14,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$283,714
Value of total assets at end of year2022-12-31$870,940
Value of total assets at beginning of year2022-12-31$808,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,598
Total interest from all sources2022-12-31$1,177
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$22,900
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$22,900
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$81,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$166,155
Participant contributions at end of year2022-12-31$23,038
Participant contributions at beginning of year2022-12-31$32,064
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$14,645
Administrative expenses (other) incurred2022-12-31$4,598
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$47,534
Value of net assets at end of year (total assets less liabilities)2022-12-31$856,295
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$808,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$676,304
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$663,382
Interest on participant loans2022-12-31$1,177
Value of interest in common/collective trusts at end of year2022-12-31$171,598
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$113,315
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$113,315
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-130,850
Net investment gain or loss from common/collective trusts2022-12-31$2,194
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$117,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$112,358
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WIPFLI
Accountancy firm EIN2022-12-31390758449
2021 : SOCIETY OF ST. VINCENT DE PAUL 401 K PROFIT SHARING PLAN TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$307,249
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$185,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$180,646
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$226,551
Value of total assets at end of year2021-12-31$808,761
Value of total assets at beginning of year2021-12-31$686,826
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,668
Total interest from all sources2021-12-31$1,035
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$9,521
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$9,521
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$20,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$132,568
Participant contributions at end of year2021-12-31$32,064
Participant contributions at beginning of year2021-12-31$3,381
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$121,935
Value of net assets at end of year (total assets less liabilities)2021-12-31$808,761
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$686,826
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$1,866
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$663,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$612,441
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$1,026
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$113,315
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$71,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$71,004
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$9
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$70,142
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$0
Net gain/loss from 103.12 investment entities2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$93,983
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$180,646
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$2,802
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31UHY LLP
Accountancy firm EIN2021-12-31200694403

Form 5500 Responses for SOCIETY OF ST. VINCENT DE PAUL 401 K PROFIT SHARING PLAN TRUST

2022: SOCIETY OF ST. VINCENT DE PAUL 401 K PROFIT SHARING PLAN TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SOCIETY OF ST. VINCENT DE PAUL 401 K PROFIT SHARING PLAN TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes

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