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ASSOCIATION OF BOARDS IN THEOLOGICAL EDUCATION 403(B) PLAN 401k Plan overview

Plan NameASSOCIATION OF BOARDS IN THEOLOGICAL EDUCATION 403(B) PLAN
Plan identification number 001

ASSOCIATION OF BOARDS IN THEOLOGICAL EDUCATION 403(B) PLAN Benefits

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

ASSOCIATION OF BOARDS IN THEOLOGICAL EDUCATION has sponsored the creation of one or more 401k plans.

Company Name:ASSOCIATION OF BOARDS IN THEOLOGICAL EDUCATION
Employer identification number (EIN):521932054
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSOCIATION OF BOARDS IN THEOLOGICAL EDUCATION 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01GAIL CARLUCCI2024-06-07
0012022-01-01GAIL CARLUCCI2023-06-15
0012021-01-01GAIL CARLUCCI2022-06-27
0012020-01-01GAIL CARLUCCI2021-06-11
0012019-01-01GAIL CARLUCCI2020-06-29
0012018-01-01GAIL CARLUCCI2019-07-01
0012017-07-01GAIL CARLUCCI2018-07-10
0012014-07-01GAIL CARLUCCI2015-10-30
0012013-07-01GAIL CARLUCCI2015-03-19
0012012-07-01GAIL CARLUCCI2013-10-23 GAIL CARLUCCI2013-10-23
0012011-07-01MARIE MALLOY2013-01-24
0012010-07-01CHRISTA R. KLEIN2011-11-30 CHRISTA R. KLEIN2011-11-30

Plan Statistics for ASSOCIATION OF BOARDS IN THEOLOGICAL EDUCATION 403(B) PLAN

401k plan membership statisitcs for ASSOCIATION OF BOARDS IN THEOLOGICAL EDUCATION 403(B) PLAN

Measure Date Value
2025: ASSOCIATION OF BOARDS IN THEOLOGICAL EDUCATION 403(B) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-2716
Total number of particpants at end of year2025-06-2717
Number of Participants With Account Balances2025-06-2717
2024: ASSOCIATION OF BOARDS IN THEOLOGICAL EDUCATION 403(B) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-0717
Total number of particpants at end of year2024-06-0716
Number of Participants With Account Balances2024-06-0716
2022: ASSOCIATION OF BOARDS IN THEOLOGICAL EDUCATION 403(B) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-2718
Total number of particpants at end of year2022-06-2718
Number of Participants With Account Balances2022-06-2717

Financial Data on ASSOCIATION OF BOARDS IN THEOLOGICAL EDUCATION 403(B) PLAN

Measure Date Value
2025 : ASSOCIATION OF BOARDS IN THEOLOGICAL EDUCATION 403(B) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-2794871
Net assets as of the end of the plan year2025-06-271596844
Total assets as of the beginning of the plan year2025-06-271350194
Value of plan covered by a fidelity bond2025-06-27200000
Participant contributions to plan in this plan year2025-06-2752459
Value of participant loans at end of plan year2025-06-2725930
Other contributions to plan in this plan year2025-06-2718433
Other income to plan in this plan year2025-06-27203526
Plan net income in this plan year2025-06-27246650
Net assets as of the end of the plan year2025-06-271596844
Net assets as of the beginning of the plan year2025-06-271350194
Employer contributions to plan in this plan year2025-06-2767103
Fees paid to broker by Benefit Provider2025-06-276472
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-27400
2024 : ASSOCIATION OF BOARDS IN THEOLOGICAL EDUCATION 403(B) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-07127601
Net assets as of the end of the plan year2024-06-071350194
Total assets as of the beginning of the plan year2024-06-071177128
Value of plan covered by a fidelity bond2024-06-07150000
Participant contributions to plan in this plan year2024-06-0742869
Value of participant loans at end of plan year2024-06-071019
Other income to plan in this plan year2024-06-07201511
Plan net income in this plan year2024-06-07173066
Net assets as of the end of the plan year2024-06-071350194
Net assets as of the beginning of the plan year2024-06-071177128
Employer contributions to plan in this plan year2024-06-0756287
Fees paid to broker by Benefit Provider2024-06-074784
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-07425
2022 : ASSOCIATION OF BOARDS IN THEOLOGICAL EDUCATION 403(B) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-270
Total liabilities as of the end of the plan year2022-06-270
Total liabilities as of the beginning of the plan year2022-06-270
Total expenses incurred by plan in this plan year2022-06-2712164
Net assets as of the end of the plan year2022-06-271347041
Total assets as of the beginning of the plan year2022-06-271112075
Value of plan covered by a fidelity bond2022-06-27100000
Participant contributions to plan in this plan year2022-06-2741992
Value of participant loans at end of plan year2022-06-2737462
Other expenses paid from plan in this plan year2022-06-270
Other contributions to plan in this plan year2022-06-270
Other income to plan in this plan year2022-06-27162370
Plan net income in this plan year2022-06-27234966
Net assets as of the end of the plan year2022-06-271347041
Net assets as of the beginning of the plan year2022-06-271112075
Employer contributions to plan in this plan year2022-06-2742768
Fees paid to broker by Benefit Provider2022-06-273822
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-27425

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