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HOLY FAMILY HOSPITAL OF BETHLEHEM FOUNDATION 403B PLAN 401k Plan overview

Plan NameHOLY FAMILY HOSPITAL OF BETHLEHEM FOUNDATION 403B PLAN
Plan identification number 001

HOLY FAMILY HOSPITAL OF BETHLEHEM FOUNDATION 403B PLAN Benefits

401k Plan TypeDefined 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.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

HOLY FAMILY HOSPITAL OF BETHLEHEM FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:HOLY FAMILY HOSPITAL OF BETHLEHEM FOUNDATION
Employer identification number (EIN):522050117
NAIC Classification:621410
NAIC Description:Family Planning Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOLY FAMILY HOSPITAL OF BETHLEHEM FOUNDATION 403B PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MICHELE BOWE2023-07-31
0012021-01-01MICHELE BOWE2022-07-21
0012020-01-01MICHELE BURKE BOWE2021-09-30
0012019-01-01
0012018-01-01
0012017-01-01KATE ROBINSON KATE ROBINSON2018-04-05
0012016-01-01KATE ROBINSON KATE ROBINSON2017-06-28
0012015-01-01MOLLY HUISH MOESEL MOLLY HUISH MOESEL2016-07-19
0012014-01-01MOLLY HUISH MOLLY HUISH2015-07-30
0012013-01-01MOLLY HUISH MOLLY HUISH2014-06-30

Plan Statistics for HOLY FAMILY HOSPITAL OF BETHLEHEM FOUNDATION 403B PLAN

401k plan membership statisitcs for HOLY FAMILY HOSPITAL OF BETHLEHEM FOUNDATION 403B PLAN

Measure Date Value
2019: HOLY FAMILY HOSPITAL OF BETHLEHEM FOUNDATION 403B PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-016
Total number of active participants reported on line 7a of the Form 55002019-01-013
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-016
Number of participants with account balances2019-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HOLY FAMILY HOSPITAL OF BETHLEHEM FOUNDATION 403B PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-013
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-016
Number of participants with account balances2018-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HOLY FAMILY HOSPITAL OF BETHLEHEM FOUNDATION 403B PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015
Total number of active participants reported on line 7a of the Form 55002017-01-013
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-014
Number of participants with account balances2017-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HOLY FAMILY HOSPITAL OF BETHLEHEM FOUNDATION 403B PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-013
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-015
Number of participants with account balances2016-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HOLY FAMILY HOSPITAL OF BETHLEHEM FOUNDATION 403B PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-014
Number of participants with account balances2015-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HOLY FAMILY HOSPITAL OF BETHLEHEM FOUNDATION 403B PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013
Number of participants with account balances2014-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HOLY FAMILY HOSPITAL OF BETHLEHEM FOUNDATION 403B PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012
Total number of active participants reported on line 7a of the Form 55002013-01-011
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on HOLY FAMILY HOSPITAL OF BETHLEHEM FOUNDATION 403B PLAN

Measure Date Value
2019 : HOLY FAMILY HOSPITAL OF BETHLEHEM FOUNDATION 403B PLAN 2019 401k financial data
Total income from all sources2019-12-31$62,503
Expenses. Total of all expenses incurred2019-12-31$431
Total plan assets at end of year2019-12-31$162,432
Total plan assets at beginning of year2019-12-31$100,360
Total contributions received or receivable from participants2019-12-31$27,507
Other income received2019-12-31$26,832
Net income (gross income less expenses)2019-12-31$62,072
Net plan assets at end of year (total assets less liabilities)2019-12-31$162,432
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$100,360
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022019-12-31$3,048
Total contributions received or receivable from employer(s)2019-12-31$8,164
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$431
2018 : HOLY FAMILY HOSPITAL OF BETHLEHEM FOUNDATION 403B PLAN 2018 401k financial data
Total income from all sources2018-12-31$28,950
Expenses. Total of all expenses incurred2018-12-31$11,002
Benefits paid (including direct rollovers)2018-12-31$10,641
Total plan assets at end of year2018-12-31$100,360
Total plan assets at beginning of year2018-12-31$82,412
Total contributions received or receivable from participants2018-12-31$29,830
Other income received2018-12-31$-9,970
Net income (gross income less expenses)2018-12-31$17,948
Net plan assets at end of year (total assets less liabilities)2018-12-31$100,360
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$82,412
Total contributions received or receivable from employer(s)2018-12-31$9,090
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$361
2017 : HOLY FAMILY HOSPITAL OF BETHLEHEM FOUNDATION 403B PLAN 2017 401k financial data
Total income from all sources2017-12-31$33,040
Expenses. Total of all expenses incurred2017-12-31$7,786
Benefits paid (including direct rollovers)2017-12-31$7,455
Total plan assets at end of year2017-12-31$82,412
Total plan assets at beginning of year2017-12-31$57,158
Total contributions received or receivable from participants2017-12-31$11,719
Other income received2017-12-31$12,142
Net income (gross income less expenses)2017-12-31$25,254
Net plan assets at end of year (total assets less liabilities)2017-12-31$82,412
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$57,158
Total contributions received or receivable from employer(s)2017-12-31$9,179
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$331
2016 : HOLY FAMILY HOSPITAL OF BETHLEHEM FOUNDATION 403B PLAN 2016 401k financial data
Total income from all sources2016-12-31$23,236
Expenses. Total of all expenses incurred2016-12-31$20,084
Benefits paid (including direct rollovers)2016-12-31$19,867
Total plan assets at end of year2016-12-31$57,158
Total plan assets at beginning of year2016-12-31$54,006
Total contributions received or receivable from participants2016-12-31$12,325
Other income received2016-12-31$3,128
Net income (gross income less expenses)2016-12-31$3,152
Net plan assets at end of year (total assets less liabilities)2016-12-31$57,158
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$54,006
Total contributions received or receivable from employer(s)2016-12-31$7,783
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$217
2015 : HOLY FAMILY HOSPITAL OF BETHLEHEM FOUNDATION 403B PLAN 2015 401k financial data
Total income from all sources2015-12-31$27,168
Expenses. Total of all expenses incurred2015-12-31$135
Total plan assets at end of year2015-12-31$54,006
Total plan assets at beginning of year2015-12-31$26,973
Total contributions received or receivable from participants2015-12-31$18,238
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-2,455
Net income (gross income less expenses)2015-12-31$27,033
Net plan assets at end of year (total assets less liabilities)2015-12-31$54,006
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$26,973
Total contributions received or receivable from employer(s)2015-12-31$11,385
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$135
2014 : HOLY FAMILY HOSPITAL OF BETHLEHEM FOUNDATION 403B PLAN 2014 401k financial data
Total income from all sources2014-12-31$18,387
Expenses. Total of all expenses incurred2014-12-31$37
Total plan assets at end of year2014-12-31$26,973
Total plan assets at beginning of year2014-12-31$8,623
Total contributions received or receivable from participants2014-12-31$10,605
Other income received2014-12-31$1,478
Net income (gross income less expenses)2014-12-31$18,350
Net plan assets at end of year (total assets less liabilities)2014-12-31$26,973
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$8,623
Total contributions received or receivable from employer(s)2014-12-31$6,304
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$37
2013 : HOLY FAMILY HOSPITAL OF BETHLEHEM FOUNDATION 403B PLAN 2013 401k financial data
Total income from all sources2013-12-31$25,490
Expenses. Total of all expenses incurred2013-12-31$16,867
Benefits paid (including direct rollovers)2013-12-31$16,805
Total plan assets at end of year2013-12-31$8,623
Total plan assets at beginning of year2013-12-31$0
Total contributions received or receivable from participants2013-12-31$5,033
Contributions received from other sources (not participants or employers)2013-12-31$4,961
Other income received2013-12-31$1,676
Net income (gross income less expenses)2013-12-31$8,623
Net plan assets at end of year (total assets less liabilities)2013-12-31$8,623
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$13,820
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$62

Form 5500 Responses for HOLY FAMILY HOSPITAL OF BETHLEHEM FOUNDATION 403B PLAN

2019: HOLY FAMILY HOSPITAL OF BETHLEHEM FOUNDATION 403B PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HOLY FAMILY HOSPITAL OF BETHLEHEM FOUNDATION 403B PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HOLY FAMILY HOSPITAL OF BETHLEHEM FOUNDATION 403B PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HOLY FAMILY HOSPITAL OF BETHLEHEM FOUNDATION 403B PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HOLY FAMILY HOSPITAL OF BETHLEHEM FOUNDATION 403B PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HOLY FAMILY HOSPITAL OF BETHLEHEM FOUNDATION 403B PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HOLY FAMILY HOSPITAL OF BETHLEHEM FOUNDATION 403B PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

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