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ACADEMY OF THE SACRED HEART 403(B) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameACADEMY OF THE SACRED HEART 403(B) RETIREMENT SAVINGS PLAN
Plan identification number 001

ACADEMY OF THE SACRED HEART 403(B) RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

ACADEMY OF THE SACRED HEART has sponsored the creation of one or more 401k plans.

Company Name:ACADEMY OF THE SACRED HEART
Employer identification number (EIN):430662494
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ACADEMY OF THE SACRED HEART 403(B) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-07-01
0012022-07-01
0012021-07-01
0012020-07-01JULIE SAVILLE2021-12-28
0012020-07-01
0012019-07-01JULIE SAVILLE2021-03-31
0012018-07-01JULIE SAVILLE2020-02-05
0012017-07-01JULIE SAVILLE2019-02-28
0012016-07-01JULIE SAVILLE2017-09-06 KAREN PERRONE2017-09-06
0012015-07-01JULIE SAVILLE2017-03-23 KAREN PERRONE2017-03-23
0012014-07-01JULIE SAVILLE2015-12-22 KAREN PERRONE2015-12-22
0012013-07-01JULIE SAVILLE2014-10-15 KAREN PERRONE2014-10-15
0012012-07-01JULIE SAVILLE2014-01-17 KAREN PERRONE2014-01-17
0012011-07-01SARAH BISHOP2013-04-09
0012010-07-01JULIE SAVILLE2012-01-31 KAREN PERRONE2012-01-31

Financial Data on ACADEMY OF THE SACRED HEART 403(B) RETIREMENT SAVINGS PLAN

Measure Date Value
2025 : ACADEMY OF THE SACRED HEART 403(B) RETIREMENT SAVINGS PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-121558154
Net assets as of the end of the plan year2025-09-127313048
Total assets as of the beginning of the plan year2025-09-127784313
Value of plan covered by a fidelity bond2025-09-12500000
Participant contributions to plan in this plan year2025-09-12171920
Other income to plan in this plan year2025-09-12818964
Plan net income in this plan year2025-09-12-471265
Net assets as of the end of the plan year2025-09-127313048
Net assets as of the beginning of the plan year2025-09-127784313
Employer contributions to plan in this plan year2025-09-1296005
Fees paid to broker by Benefit Provider2025-09-125041
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-1240221
2024 : ACADEMY OF THE SACRED HEART 403(B) RETIREMENT SAVINGS PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-131263835
Net assets as of the end of the plan year2024-09-137784313
Total assets as of the beginning of the plan year2024-09-137821011
Value of plan covered by a fidelity bond2024-09-13500000
Participant contributions to plan in this plan year2024-09-13181017
Other income to plan in this plan year2024-09-13948824
Plan net income in this plan year2024-09-13-36698
Net assets as of the end of the plan year2024-09-137784313
Net assets as of the beginning of the plan year2024-09-137821011
Employer contributions to plan in this plan year2024-09-1397296
Fees paid to broker by Benefit Provider2024-09-136681
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-1343071
2022 : ACADEMY OF THE SACRED HEART 403(B) RETIREMENT SAVINGS PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-12-281159661
Net assets as of the end of the plan year2022-12-287068735
Total assets as of the beginning of the plan year2022-12-288569563
Value of plan covered by a fidelity bond2022-12-28500000
Participant contributions to plan in this plan year2022-12-28182017
Other expenses paid from plan in this plan year2022-12-280
Other income to plan in this plan year2022-12-28-709509
Plan net income in this plan year2022-12-28-1500828
Net assets as of the end of the plan year2022-12-287068735
Net assets as of the beginning of the plan year2022-12-288569563
Employer contributions to plan in this plan year2022-12-28186325
Expensese paid to adminstrative service provicers from plan in this plan year2022-12-2839048

Potentially related plans

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