Logo

ST. LUKE'S EPISCOPAL CHURCH 401(K) PLAN 401k Plan overview

Plan NameST. LUKE'S EPISCOPAL CHURCH 401(K) PLAN
Plan identification number 001

ST. LUKE'S EPISCOPAL CHURCH 401(K) 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.
  • 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

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

Company Name:ST. LUKE'S EPISCOPAL CHURCH
Employer identification number (EIN):720650150
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 EPISCOPAL CHURCH 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012013-01-01AMY WHITLEY
0012012-01-01AMY WHITLEY AMY WHITLEY2013-07-13
0012011-01-01AMY WHITLEY
0012010-01-01ROBERT B KOEHLER
0012009-01-01ROBERT B KOEHLER

Financial Data on ST. LUKE'S EPISCOPAL CHURCH 401(K) PLAN

Measure Date Value
2013 : ST. LUKE'S EPISCOPAL CHURCH 401(K) PLAN 2013 401k financial data
Total income from all sources2013-04-01$66,976
Expenses. Total of all expenses incurred2013-04-01$1,370,913
Benefits paid (including direct rollovers)2013-04-01$1,370,903
Total plan assets at end of year2013-04-01$0
Total plan assets at beginning of year2013-04-01$1,303,937
Value of fidelity bond covering the plan2013-04-01$100,000
Total contributions received or receivable from participants2013-04-01$347
Other income received2013-04-01$66,493
Net income (gross income less expenses)2013-04-01$-1,303,937
Net plan assets at end of year (total assets less liabilities)2013-04-01$0
Net plan assets at beginning of year (total assets less liabilities)2013-04-01$1,303,937
Total contributions received or receivable from employer(s)2013-04-01$136
Expenses. Administrative service providers (salaries,fees and commissions)2013-04-01$10
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-04-01$0
2012 : ST. LUKE'S EPISCOPAL CHURCH 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$284,541
Expenses. Total of all expenses incurred2012-12-31$99,854
Benefits paid (including direct rollovers)2012-12-31$96,762
Total plan assets at end of year2012-12-31$1,303,937
Total plan assets at beginning of year2012-12-31$1,119,250
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$111,049
Other income received2012-12-31$139,046
Net income (gross income less expenses)2012-12-31$184,687
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,303,937
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,119,250
Total contributions received or receivable from employer(s)2012-12-31$34,446
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$3,092
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ST. LUKE'S EPISCOPAL CHURCH 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$135,578
Expenses. Total of all expenses incurred2011-12-31$304,566
Benefits paid (including direct rollovers)2011-12-31$303,898
Total plan assets at end of year2011-12-31$1,119,250
Total plan assets at beginning of year2011-12-31$1,288,238
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$132,709
Other income received2011-12-31$-33,151
Net income (gross income less expenses)2011-12-31$-168,988
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,119,250
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,288,238
Total contributions received or receivable from employer(s)2011-12-31$36,020
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$668
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : ST. LUKE'S EPISCOPAL CHURCH 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$308,902
Expenses. Total of all expenses incurred2010-12-31$15,364
Benefits paid (including direct rollovers)2010-12-31$15,270
Total plan assets at end of year2010-12-31$1,288,238
Total plan assets at beginning of year2010-12-31$994,700
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$129,074
Other income received2010-12-31$148,456
Net income (gross income less expenses)2010-12-31$293,538
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,288,238
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$994,700
Total contributions received or receivable from employer(s)2010-12-31$31,372
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$94
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : ST. LUKE'S EPISCOPAL CHURCH 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ST. LUKE'S EPISCOPAL CHURCH 401(K) PLAN

2013: ST. LUKE'S EPISCOPAL CHURCH 401(K) 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 filingYes
2013-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ST. LUKE'S EPISCOPAL CHURCH 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ST. LUKE'S EPISCOPAL CHURCH 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ST. LUKE'S EPISCOPAL CHURCH 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ST. LUKE'S EPISCOPAL CHURCH 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1