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403(B) THRIFT PLAN OF THE CLEVELAND HOME 401k Plan overview

Plan Name403(B) THRIFT PLAN OF THE CLEVELAND HOME
Plan identification number 001

403(B) THRIFT PLAN OF THE CLEVELAND HOME 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)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

THE CLEVELAND HOME has sponsored the creation of one or more 401k plans.

Company Name:THE CLEVELAND HOME
Employer identification number (EIN):610461733
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF THE CLEVELAND HOME

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01AARON WAINSCOTT2024-10-15
0012022-01-01AARON WAINSCOTT2023-07-13
0012021-01-01BEN HEIL2022-10-17
0012020-01-01CATHERINE TERRY2021-07-23
0012019-01-01CATHERINE TERRY2020-09-25
0012018-01-01CATHERINE TERRY2019-10-03
0012017-01-01CATHY TERRY2018-07-16 CATHY TERRY2018-07-16
0012016-01-01CATHY TERRY2017-07-25 CATHY TERRY2017-07-25
0012015-01-01CATHY TERRY2016-07-25 CATHY TERRY2016-07-25
0012014-01-01CATHY TERRY2015-07-30 CATHY TERRY2015-07-30
0012013-01-01CATHY TERRY2014-10-15 CATHY TERRY2014-10-15
0012012-01-01CATHY TERRY2013-07-26 CATHY TERRY2013-07-26
0012011-01-01CATHY TERRY2012-10-04 CATHY TERRY2012-10-04
0012010-01-01CATHY TERRY2011-10-17

Plan Statistics for 403(B) THRIFT PLAN OF THE CLEVELAND HOME

401k plan membership statisitcs for 403(B) THRIFT PLAN OF THE CLEVELAND HOME

Measure Date Value
2025: 403(B) THRIFT PLAN OF THE CLEVELAND HOME 2025 401k membership
Total number of particpants at beginning of year2025-09-1528
Total number of particpants at end of year2025-09-1525
Number of Participants With Account Balances2025-09-1525
2024: 403(B) THRIFT PLAN OF THE CLEVELAND HOME 2024 401k membership
Total number of particpants at beginning of year2024-10-1529
Total number of particpants at end of year2024-10-1528
Number of Participants With Account Balances2024-10-1526

Financial Data on 403(B) THRIFT PLAN OF THE CLEVELAND HOME

Measure Date Value
2025 : 403(B) THRIFT PLAN OF THE CLEVELAND HOME 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-150
Total liabilities as of the end of the plan year2025-09-150
Total liabilities as of the beginning of the plan year2025-09-150
Total expenses incurred by plan in this plan year2025-09-1517401
Net assets as of the end of the plan year2025-09-15562912
Total assets as of the beginning of the plan year2025-09-15457537
Value of plan covered by a fidelity bond2025-09-1550000
Participant contributions to plan in this plan year2025-09-1520135
Other expenses paid from plan in this plan year2025-09-150
Other contributions to plan in this plan year2025-09-150
Other income to plan in this plan year2025-09-1581807
Plan net income in this plan year2025-09-15105375
Net assets as of the end of the plan year2025-09-15562912
Net assets as of the beginning of the plan year2025-09-15457537
Employer contributions to plan in this plan year2025-09-1520834
Fees paid to broker by Benefit Provider2025-09-1521
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-15145
2024 : 403(B) THRIFT PLAN OF THE CLEVELAND HOME 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-150
Total liabilities as of the end of the plan year2024-10-150
Total liabilities as of the beginning of the plan year2024-10-150
Total expenses incurred by plan in this plan year2024-10-1556503
Net assets as of the end of the plan year2024-10-15457537
Total assets as of the beginning of the plan year2024-10-15396220
Value of plan covered by a fidelity bond2024-10-1550000
Participant contributions to plan in this plan year2024-10-1520903
Other expenses paid from plan in this plan year2024-10-150
Other contributions to plan in this plan year2024-10-150
Other income to plan in this plan year2024-10-1573686
Plan net income in this plan year2024-10-1561317
Net assets as of the end of the plan year2024-10-15457537
Net assets as of the beginning of the plan year2024-10-15396220
Employer contributions to plan in this plan year2024-10-1523231
Fees paid to broker by Benefit Provider2024-10-154
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1560

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