CATHOLIC FAMILY SERVICE, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF CATHOLIC FAMILY SERVICE, INC.
| Measure | Date | Value |
|---|
| 2025 : 403(B) THRIFT PLAN OF CATHOLIC FAMILY SERVICE, INC. 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-28 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-28 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-28 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-28 | 13650 |
| Net assets as of the end of the plan year | 2025-07-28 | 678981 |
| Total assets as of the beginning of the plan year | 2025-07-28 | 594822 |
| Value of plan covered by a fidelity bond | 2025-07-28 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-28 | 31874 |
| Other expenses paid from plan in this plan year | 2025-07-28 | 0 |
| Other contributions to plan in this plan year | 2025-07-28 | 0 |
| Other income to plan in this plan year | 2025-07-28 | 49814 |
| Plan net income in this plan year | 2025-07-28 | 84159 |
| Net assets as of the end of the plan year | 2025-07-28 | 678981 |
| Net assets as of the beginning of the plan year | 2025-07-28 | 594822 |
| Employer contributions to plan in this plan year | 2025-07-28 | 16121 |
| Fees paid to broker by Benefit Provider | 2025-07-28 | 54 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-28 | 403 |
| 2024 : 403(B) THRIFT PLAN OF CATHOLIC FAMILY SERVICE, INC. 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-16 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-16 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-16 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-16 | 20544 |
| Net assets as of the end of the plan year | 2024-07-16 | 594822 |
| Total assets as of the beginning of the plan year | 2024-07-16 | 519359 |
| Value of plan covered by a fidelity bond | 2024-07-16 | 500000 |
| Participant contributions to plan in this plan year | 2024-07-16 | 29001 |
| Value of participant loans at end of plan year | 2024-07-16 | 5 |
| Other expenses paid from plan in this plan year | 2024-07-16 | 0 |
| Other contributions to plan in this plan year | 2024-07-16 | 0 |
| Other income to plan in this plan year | 2024-07-16 | 51402 |
| Plan net income in this plan year | 2024-07-16 | 75463 |
| Net assets as of the end of the plan year | 2024-07-16 | 594822 |
| Net assets as of the beginning of the plan year | 2024-07-16 | 519359 |
| Employer contributions to plan in this plan year | 2024-07-16 | 15604 |
| Fees paid to broker by Benefit Provider | 2024-07-16 | 127 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-16 | 235 |
| 2022 : 403(B) THRIFT PLAN OF CATHOLIC FAMILY SERVICE, INC. 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-29 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-29 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-29 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-29 | 163246 |
| Net assets as of the end of the plan year | 2022-07-29 | 587165 |
| Total assets as of the beginning of the plan year | 2022-07-29 | 635257 |
| Value of plan covered by a fidelity bond | 2022-07-29 | 500000 |
| Participant contributions to plan in this plan year | 2022-07-29 | 34190 |
| Value of participant loans at end of plan year | 2022-07-29 | 9906 |
| Other expenses paid from plan in this plan year | 2022-07-29 | 592 |
| Other contributions to plan in this plan year | 2022-07-29 | 649 |
| Other income to plan in this plan year | 2022-07-29 | 64715 |
| Plan net income in this plan year | 2022-07-29 | -48092 |
| Net assets as of the end of the plan year | 2022-07-29 | 587165 |
| Net assets as of the beginning of the plan year | 2022-07-29 | 635257 |
| Employer contributions to plan in this plan year | 2022-07-29 | 15600 |
| Fees paid to broker by Benefit Provider | 2022-07-29 | 90 |
