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ST. LUKE'S EPISCOPAL SCHOOL OF SAN ANTONIO 401k Plan overview

Plan NameST. LUKE'S EPISCOPAL SCHOOL OF SAN ANTONIO
Plan identification number 002

ST. LUKE'S EPISCOPAL SCHOOL OF SAN ANTONIO 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.
  • 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 LUKES EPISCOPAL SCHOOL OF SAN ANTONIO has sponsored the creation of one or more 401k plans.

Company Name:ST LUKES EPISCOPAL SCHOOL OF SAN ANTONIO
Employer identification number (EIN):741166903
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. LUKE'S EPISCOPAL SCHOOL OF SAN ANTONIO

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01JAMES MORIN2024-10-15
0022022-01-01JAMES MORIN2023-10-16
0022021-01-01
0022016-01-01ROSA BAKER2017-10-12
0022015-01-01ROSA BAKER2016-10-12 ROSA BAKER2016-10-12
0022014-01-01ROSA BAKER2015-10-14 ROSA BAKER2015-10-14
0022013-01-01ROSA BAKER2014-10-09 ROSA BAKER2014-10-09
0022012-01-01ROSA BAKER2013-06-24 ROSA BAKER2013-06-24
0022011-01-01ROSA BAKER2012-07-11 ROSA BAKER2012-07-11
0022010-01-01ROSA BAKER2011-07-12 ROSA BAKER2011-07-12

Financial Data on ST. LUKE'S EPISCOPAL SCHOOL OF SAN ANTONIO

Measure Date Value
2025 : ST. LUKE'S EPISCOPAL SCHOOL OF SAN ANTONIO 2025 401k financial data
Total liabilities as of the end of the plan year2025-10-060
Total liabilities as of the beginning of the plan year2025-10-060
Total expenses incurred by plan in this plan year2025-10-06140372
Net assets as of the end of the plan year2025-10-062076158
Total assets as of the beginning of the plan year2025-10-061689745
Value of plan covered by a fidelity bond2025-10-061000000
Participant contributions to plan in this plan year2025-10-06196496
Value of participant loans at end of plan year2025-10-0625826
Other income to plan in this plan year2025-10-06198753
Plan net income in this plan year2025-10-06386413
Net assets as of the end of the plan year2025-10-062076158
Net assets as of the beginning of the plan year2025-10-061689745
Employer contributions to plan in this plan year2025-10-06131536
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0629964
2024 : ST. LUKE'S EPISCOPAL SCHOOL OF SAN ANTONIO 2024 401k financial data
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 year2024-10-15114478
Net assets as of the end of the plan year2024-10-151689745
Total assets as of the beginning of the plan year2024-10-151200246
Value of plan covered by a fidelity bond2024-10-151000000
Participant contributions to plan in this plan year2024-10-15222438
Value of participant loans at end of plan year2024-10-1523217
Other contributions to plan in this plan year2024-10-1520765
Other income to plan in this plan year2024-10-15227376
Plan net income in this plan year2024-10-15489499
Net assets as of the end of the plan year2024-10-151689745
Net assets as of the beginning of the plan year2024-10-151200246
Employer contributions to plan in this plan year2024-10-15133398
Fees paid to broker by Benefit Provider2024-10-156983
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1521886
2022 : ST. LUKE'S EPISCOPAL SCHOOL OF SAN ANTONIO 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-1714638
Net assets as of the end of the plan year2022-10-171084166
Total assets as of the beginning of the plan year2022-10-170
Value of plan covered by a fidelity bond2022-10-171000000
Participant contributions to plan in this plan year2022-10-17145605
Other contributions to plan in this plan year2022-10-17801359
Other income to plan in this plan year2022-10-1757947
Plan net income in this plan year2022-10-171084166
Net assets as of the end of the plan year2022-10-171084166
Net assets as of the beginning of the plan year2022-10-170
Employer contributions to plan in this plan year2022-10-1793893
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-174659

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