401k Plan data: DUCHESNE ACADEMY OF THE SACRED HEART DEFINED CONTRIBUTION RETIREMENT PLAN plan

DUCHESNE ACADEMY OF THE SACRED HEART DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan Name	DUCHESNE ACADEMY OF THE SACRED HEART DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number	001

DUCHESNE ACADEMY OF THE SACRED HEART DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

DUCHESNE ACADEMY OF THE SACRED HEART has sponsored the creation of one or more 401k plans.

Company Name: DUCHESNE ACADEMY OF THE SACRED HEART

Employer identification number (EIN): 741390041

NAIC Classification: 611000

Additional information about DUCHESNE ACADEMY OF THE SACRED HEART

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1960-01-11

Company Identification Number: 0016200101

Legal Registered Office Address: 10202 MEMORIAL DR ATTN: BUSINESS OFFICE

HOUSTON
United States of America (USA)
77024

More information about DUCHESNE ACADEMY OF THE SACRED HEART

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DUCHESNE ACADEMY OF THE SACRED HEART DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 BETH WAGUESPACK BETH WAGUESPACK 2018-10-10
001 2016-01-01 BETH WAGUESPACK BETH WAGUESPACK 2017-07-26
001 2015-01-01 BETH WAGUESPACK BETH WAGUESPACK 2016-10-07
001 2014-01-01 BETH WAGUESPACK BETH WAGUESPACK 2015-07-22
001 2013-01-01 BETH WAGUESPACK BETH WAGUESPACK 2014-07-08
001 2012-01-01 BETH WAGUESPACK BETH WAGUESPACK 2013-10-11
001 2011-01-01 TESLA RAMOS
001 2009-01-01 TERESA LABONTE

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	BETH WAGUESPACK	BETH WAGUESPACK	2018-10-10
001	2016-01-01	BETH WAGUESPACK	BETH WAGUESPACK	2017-07-26
001	2015-01-01	BETH WAGUESPACK	BETH WAGUESPACK	2016-10-07
001	2014-01-01	BETH WAGUESPACK	BETH WAGUESPACK	2015-07-22
001	2013-01-01	BETH WAGUESPACK	BETH WAGUESPACK	2014-07-08
001	2012-01-01	BETH WAGUESPACK	BETH WAGUESPACK	2013-10-11
001	2011-01-01	TESLA RAMOS
001	2009-01-01	TERESA LABONTE

Plan Statistics for DUCHESNE ACADEMY OF THE SACRED HEART DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for DUCHESNE ACADEMY OF THE SACRED HEART DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2017: DUCHESNE ACADEMY OF THE SACRED HEART DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 325
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 134
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 164
Total of all active and inactive participants 2017-01-01 298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 298
Number of participants with account balances 2017-01-01 295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: DUCHESNE ACADEMY OF THE SACRED HEART DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 322
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 138
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 187
Total of all active and inactive participants 2016-01-01 325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 325
Number of participants with account balances 2016-01-01 322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: DUCHESNE ACADEMY OF THE SACRED HEART DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 317
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 134
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 188
Total of all active and inactive participants 2015-01-01 322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 322
Number of participants with account balances 2015-01-01 310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: DUCHESNE ACADEMY OF THE SACRED HEART DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 305
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 130
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 187
Total of all active and inactive participants 2014-01-01 317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 317
Number of participants with account balances 2014-01-01 305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: DUCHESNE ACADEMY OF THE SACRED HEART DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 297
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 124
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 181
Total of all active and inactive participants 2013-01-01 305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 305
Number of participants with account balances 2013-01-01 295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: DUCHESNE ACADEMY OF THE SACRED HEART DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 298
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 119
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 178
Total of all active and inactive participants 2012-01-01 297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 297
Number of participants with account balances 2012-01-01 292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: DUCHESNE ACADEMY OF THE SACRED HEART DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 281
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 124
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 174
Total of all active and inactive participants 2011-01-01 298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 298
Number of participants with account balances 2011-01-01 289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: DUCHESNE ACADEMY OF THE SACRED HEART DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 283
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 125
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 162
Total of all active and inactive participants 2009-01-01 287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 287
Number of participants with account balances 2009-01-01 279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2017: DUCHESNE ACADEMY OF THE SACRED HEART DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	325
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	134
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	164
Total of all active and inactive participants	2017-01-01	298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	298
Number of participants with account balances	2017-01-01	295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: DUCHESNE ACADEMY OF THE SACRED HEART DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	322
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	138
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	187
Total of all active and inactive participants	2016-01-01	325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	325
Number of participants with account balances	2016-01-01	322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: DUCHESNE ACADEMY OF THE SACRED HEART DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	317
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	134
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	188
Total of all active and inactive participants	2015-01-01	322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	322
Number of participants with account balances	2015-01-01	310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: DUCHESNE ACADEMY OF THE SACRED HEART DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	305
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	130
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	187
Total of all active and inactive participants	2014-01-01	317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	317
Number of participants with account balances	2014-01-01	305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: DUCHESNE ACADEMY OF THE SACRED HEART DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	297
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	124
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	181
Total of all active and inactive participants	2013-01-01	305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	305
Number of participants with account balances	2013-01-01	295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: DUCHESNE ACADEMY OF THE SACRED HEART DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	298
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	119
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	178
Total of all active and inactive participants	2012-01-01	297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	297
Number of participants with account balances	2012-01-01	292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: DUCHESNE ACADEMY OF THE SACRED HEART DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	281
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	124
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	174
Total of all active and inactive participants	2011-01-01	298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	298
Number of participants with account balances	2011-01-01	289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: DUCHESNE ACADEMY OF THE SACRED HEART DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	283
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	125
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	162
Total of all active and inactive participants	2009-01-01	287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	287
Number of participants with account balances	2009-01-01	279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on DUCHESNE ACADEMY OF THE SACRED HEART DEFINED CONTRIBUTION RETIREMENT PLAN

Measure	Date	Value
2017 : DUCHESNE ACADEMY OF THE SACRED HEART DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$3,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$1,233,092
Total income from all sources (including contributions)	2017-12-31	$3,239,055
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,281,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,281,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$926,577
Value of total assets at end of year	2017-12-31	$17,629,885
Value of total assets at beginning of year	2017-12-31	$16,902,255
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$0
Total interest from all sources	2017-12-31	$161,391
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$124,974
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$124,974
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$514,381
Participant contributions at end of year	2017-12-31	$21,256
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$14,491
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$3,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$1,233,092
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,957,722
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$17,626,885
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$15,669,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$12,206,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$11,509,408
Value of interest in pooled separate accounts at end of year	2017-12-31	$936,843
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$854,968
Interest earned on other investments	2017-12-31	$161,391
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$4,448,590
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$4,537,879
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,987,231
Net investment gain/loss from pooled separate accounts	2017-12-31	$38,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$397,705
Employer contributions (assets) at end of year	2017-12-31	$16,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,281,333
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BLAZEK & VETTERLING
Accountancy firm EIN	2017-12-31	760269860
2016 : DUCHESNE ACADEMY OF THE SACRED HEART DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$1,233,092
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$1,151,833
Total income from all sources (including contributions)	2016-12-31	$1,843,384
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$405,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$405,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$949,615
Value of total assets at end of year	2016-12-31	$16,902,255
Value of total assets at beginning of year	2016-12-31	$15,383,087
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$0
Total interest from all sources	2016-12-31	$169,885
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$480,580
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$95,680
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$1,233,092
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$1,151,833
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,437,909
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$15,669,163
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$14,231,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$11,509,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$10,247,913
Value of interest in pooled separate accounts at end of year	2016-12-31	$854,968
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$786,398
Interest earned on other investments	2016-12-31	$169,885
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$4,537,879
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$4,348,776
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$2,208
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$682,600
Net investment gain/loss from pooled separate accounts	2016-12-31	$41,284
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$373,355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$403,267
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BLAZEK &VETTERLING
Accountancy firm EIN	2016-12-31	760269860
2015 : DUCHESNE ACADEMY OF THE SACRED HEART DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$1,151,833
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$1,171,244
Total income from all sources (including contributions)	2015-12-31	$1,070,027
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$700,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$700,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$845,728
Value of total assets at end of year	2015-12-31	$15,383,087
Value of total assets at beginning of year	2015-12-31	$15,033,273
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$0
Total interest from all sources	2015-12-31	$162,389
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$405,360
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$108,910
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$1,151,833
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$1,171,244
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$369,225
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$14,231,254
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$13,862,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$10,247,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$10,147,599
Value of interest in pooled separate accounts at end of year	2015-12-31	$786,398
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$676,187
Interest earned on other investments	2015-12-31	$162,389
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$4,348,776
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$4,209,487
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$3,723
Net investment gain/loss from pooled separate accounts	2015-12-31	$58,187
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$331,458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$700,802
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BLAZEK & VETTERLING
Accountancy firm EIN	2015-12-31	760269860
2014 : DUCHESNE ACADEMY OF THE SACRED HEART DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$1,171,244
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,624,962
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$2,415,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,415,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$680,468
Value of total assets at end of year	2014-12-31	$15,033,273
Value of total assets at beginning of year	2014-12-31	$14,652,911
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$161,023
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$359,712
Participant contributions at beginning of year	2014-12-31	$750
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$994
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$1,171,244
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$1,171,244
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-790,882
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$13,862,029
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$14,652,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$10,147,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$10,019,554
Value of interest in pooled separate accounts at end of year	2014-12-31	$676,187
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$687,831
Interest earned on other investments	2014-12-31	$161,023
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$4,209,487
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$3,944,776
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$706,190
Net investment gain/loss from pooled separate accounts	2014-12-31	$77,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$319,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,244,600
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BLAZEK & VETTERLING
Accountancy firm EIN	2014-12-31	760269860
2013 : DUCHESNE ACADEMY OF THE SACRED HEART DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$3,644
Total income from all sources (including contributions)	2013-12-31	$2,785,446
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,057,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,057,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$604,687
Value of total assets at end of year	2013-12-31	$14,652,911
Value of total assets at beginning of year	2013-12-31	$12,928,245
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$152,101
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$303,045
Participant contributions at end of year	2013-12-31	$750
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$8,138
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$3,644
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,728,310
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$14,652,911
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$12,924,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$10,019,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$8,496,325
Value of interest in pooled separate accounts at end of year	2013-12-31	$687,831
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$582,253
Interest earned on other investments	2013-12-31	$152,101
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$3,944,776
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$3,849,667
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$70,335
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,969,981
Net investment gain/loss from pooled separate accounts	2013-12-31	$58,677
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$293,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$986,801
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BLAZEK & VETTERLING
Accountancy firm EIN	2013-12-31	760269860
2012 : DUCHESNE ACADEMY OF THE SACRED HEART DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$3,644
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$2,017,800
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$634,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$634,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$729,494
Value of total assets at end of year	2012-12-31	$12,928,245
Value of total assets at beginning of year	2012-12-31	$11,540,935
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$142,098
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$297,830
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$147,273
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$3,644
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,383,666
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$12,924,601
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$11,540,935
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$8,496,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$7,388,931
Value of interest in pooled separate accounts at end of year	2012-12-31	$582,253
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$493,223
Interest earned on other investments	2012-12-31	$142,098
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$3,849,667
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$3,658,781
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$128,359
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,094,527
Net investment gain/loss from pooled separate accounts	2012-12-31	$51,681
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$284,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$505,775
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BLAZEK & VETTERLING
Accountancy firm EIN	2012-12-31	760269860
2011 : DUCHESNE ACADEMY OF THE SACRED HEART DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$690,399
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$378,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$378,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$655,122
Value of total assets at end of year	2011-12-31	$11,540,935
Value of total assets at beginning of year	2011-12-31	$11,228,956
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$135,762
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$363,359
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$3,625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$311,979
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$11,540,935
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$11,228,956
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$7,388,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$7,390,215
Value of interest in pooled separate accounts at end of year	2011-12-31	$493,223
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$408,827
Interest earned on other investments	2011-12-31	$135,762
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$3,658,781
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$3,429,914
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-154,890
Net investment gain/loss from pooled separate accounts	2011-12-31	$54,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$288,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$378,420
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BLAZEK & VETTERLING
Accountancy firm EIN	2011-12-31	760269860
2010 : DUCHESNE ACADEMY OF THE SACRED HEART DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets	2010-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$0
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Expenses. Interest paid	2010-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,796,063
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$425,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$425,772
Expenses. Certain deemed distributions of participant loans	2010-12-31	$0
Value of total corrective distributions	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$748,722
Value of total assets at end of year	2010-12-31	$11,228,956
Value of total assets at beginning of year	2010-12-31	$9,858,665
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total income from rents	2010-12-31	$0
Total interest from all sources	2010-12-31	$121,944
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$0
Assets. Real estate other than employer real property at end of year	2010-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2010-12-31	$0
Administrative expenses professional fees incurred	2010-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2010-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	No
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$373,940
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$0
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$81,885
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$0
Assets. Loans (other than to participants) at end of year	2010-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$0
Other income not declared elsewhere	2010-12-31	$0
Administrative expenses (other) incurred	2010-12-31	$0
Liabilities. Value of operating payables at end of year	2010-12-31	$0
Liabilities. Value of operating payables at beginning of year	2010-12-31	$0
Total non interest bearing cash at end of year	2010-12-31	$0
Total non interest bearing cash at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Income. Non cash contributions	2010-12-31	$0
Value of net income/loss	2010-12-31	$1,370,291
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$11,228,956
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$9,858,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Assets. partnership/joint venture interests at end of year	2010-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2010-12-31	$0
Investment advisory and management fees	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$7,390,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$6,165,758
Value of interest in pooled separate accounts at end of year	2010-12-31	$408,828
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$322,635
Interest on participant loans	2010-12-31	$0
Income. Interest from loans (other than to participants)	2010-12-31	$0
Interest earned on other investments	2010-12-31	$121,944
Income. Interest from US Government securities	2010-12-31	$0
Income. Interest from corporate debt instruments	2010-12-31	$0
Value of interest in master investment trust accounts at end of year	2010-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2010-12-31	$0
Value of interest in common/collective trusts at end of year	2010-12-31	$0
Value of interest in common/collective trusts at beginning of year	2010-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2010-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$3,429,914
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$3,370,272
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$0
Asset value of US Government securities at end of year	2010-12-31	$0
Asset value of US Government securities at beginning of year	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$878,278
Net investment gain/loss from pooled separate accounts	2010-12-31	$47,119
Net investment gain or loss from common/collective trusts	2010-12-31	$0
Net gain/loss from 103.12 investment entities	2010-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Assets. Invements in employer securities at end of year	2010-12-31	$0
Assets. Invements in employer securities at beginning of year	2010-12-31	$0
Assets. Value of employer real property at end of year	2010-12-31	$0
Assets. Value of employer real property at beginning of year	2010-12-31	$0
Contributions received in cash from employer	2010-12-31	$292,897
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$0
Income. Dividends from preferred stock	2010-12-31	$0
Income. Dividends from common stock	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$425,772
Asset. Corporate debt instrument preferred debt at end of year	2010-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2010-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$0
Contract administrator fees	2010-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2010-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2010-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2010-12-31	$0
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2010-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2010-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BLAZEK & VETTERLING
Accountancy firm EIN	2010-12-31	760269860
2009 : DUCHESNE ACADEMY OF THE SACRED HEART DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for DUCHESNE ACADEMY OF THE SACRED HEART DEFINED CONTRIBUTION RETIREMENT PLAN

2017: DUCHESNE ACADEMY OF THE SACRED HEART DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: DUCHESNE ACADEMY OF THE SACRED HEART DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: DUCHESNE ACADEMY OF THE SACRED HEART DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: DUCHESNE ACADEMY OF THE SACRED HEART DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: DUCHESNE ACADEMY OF THE SACRED HEART DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: DUCHESNE ACADEMY OF THE SACRED HEART DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: DUCHESNE ACADEMY OF THE SACRED HEART DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2009: DUCHESNE ACADEMY OF THE SACRED HEART DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500676

Policy instance

Insurance contract or identification number	500676
Number of Individuals Covered	240
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500676

Policy instance

Insurance contract or identification number	500676
Number of Individuals Covered	310
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500676

Policy instance

Insurance contract or identification number	500676
Number of Individuals Covered	305
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

329311 & 329312

Policy instance

Insurance contract or identification number	329311 & 329312
Number of Individuals Covered	295
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

329311 & 329312

Policy instance

Insurance contract or identification number	329311 & 329312
Number of Individuals Covered	292
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

329311 & 329312

Policy instance

Insurance contract or identification number	329311 & 329312
Number of Individuals Covered	290
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

329312 & 329311

Policy instance

Insurance contract or identification number	329312 & 329311
Number of Individuals Covered	277
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

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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.
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Company Name:	DUCHESNE ACADEMY OF THE SACRED HEART
Employer identification number (EIN):	741390041
NAIC Classification:	611000

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1960-01-11
Company Identification Number:	0016200101
Legal Registered Office Address:	10202 MEMORIAL DR ATTN: BUSINESS OFFICE HOUSTON United States of America (USA) 77024