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ST LUKE'S UNITED METHODIST CHURCH EMPLOYEES RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameST LUKE'S UNITED METHODIST CHURCH EMPLOYEES RETIREMENT SAVINGS PLAN
Plan identification number 001

ST LUKE'S UNITED METHODIST CHURCH EMPLOYEES RETIREMENT SAVINGS 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(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.
  • 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

ST LUKE'S UNITED METHODIST CHURCH has sponsored the creation of one or more 401k plans.

Company Name:ST LUKE'S UNITED METHODIST CHURCH
Employer identification number (EIN):592135880
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST LUKE'S UNITED METHODIST CHURCH EMPLOYEES RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01EDWARD LEONARD2024-07-10
0012022-01-01EDWARD LEONARD2023-07-26 EDWARD LEONARD2023-07-26
0012021-01-01EDWARD LEONARD2022-08-02 EDWARD LEONARD2022-08-02

Financial Data on ST LUKE'S UNITED METHODIST CHURCH EMPLOYEES RETIREMENT SAVINGS PLAN

Measure Date Value
2025 : ST LUKE'S UNITED METHODIST CHURCH EMPLOYEES RETIREMENT SAVINGS PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-070
Total liabilities as of the end of the plan year2025-05-070
Total liabilities as of the beginning of the plan year2025-05-070
Total expenses incurred by plan in this plan year2025-05-07503903
Net assets as of the end of the plan year2025-05-072533447
Total assets as of the beginning of the plan year2025-05-072350761
Participant contributions to plan in this plan year2025-05-07126163
Other expenses paid from plan in this plan year2025-05-070
Other contributions to plan in this plan year2025-05-0711541
Other income to plan in this plan year2025-05-07520310
Plan net income in this plan year2025-05-07182686
Net assets as of the end of the plan year2025-05-072533447
Net assets as of the beginning of the plan year2025-05-072350761
Employer contributions to plan in this plan year2025-05-0728575
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-073634
2024 : ST LUKE'S UNITED METHODIST CHURCH EMPLOYEES RETIREMENT SAVINGS PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-10678331
Net assets as of the end of the plan year2024-07-102350761
Total assets as of the beginning of the plan year2024-07-102382018
Participant contributions to plan in this plan year2024-07-10102877
Other contributions to plan in this plan year2024-07-1046681
Other income to plan in this plan year2024-07-10467023
Plan net income in this plan year2024-07-10-31257
Net assets as of the end of the plan year2024-07-102350761
Net assets as of the beginning of the plan year2024-07-102382018
Employer contributions to plan in this plan year2024-07-1030493
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-10275
2022 : ST LUKE'S UNITED METHODIST CHURCH EMPLOYEES RETIREMENT SAVINGS PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-08-02250482
Net assets as of the end of the plan year2022-08-023159960
Total assets as of the beginning of the plan year2022-08-022819675
Participant contributions to plan in this plan year2022-08-02123042
Value of participant loans at end of plan year2022-08-024537
Other contributions to plan in this plan year2022-08-020
Other income to plan in this plan year2022-08-02436860
Plan net income in this plan year2022-08-02340285
Net assets as of the end of the plan year2022-08-023159960
Net assets as of the beginning of the plan year2022-08-022819675
Employer contributions to plan in this plan year2022-08-0230865
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-02442

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