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TAX DEFERRED ANNUITY PLAN OF CATHOLIC FAMILY SERVICE INC DIOCESE OF LUBBOCK 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF CATHOLIC FAMILY SERVICE INC DIOCESE OF LUBBOCK
Plan identification number 003

TAX DEFERRED ANNUITY PLAN OF CATHOLIC FAMILY SERVICE INC DIOCESE OF LUBBOCK Benefits

401k Plan TypeDefined 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 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements 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.
  • 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

CATHOLIC FAMILY SERVICE INC DIOCESE OF LUBBOCK has sponsored the creation of one or more 401k plans.

Company Name:CATHOLIC FAMILY SERVICE INC DIOCESE OF LUBBOCK
Employer identification number (EIN):751966688
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF CATHOLIC FAMILY SERVICE INC DIOCESE OF LUBBOCK

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01MICHAEL GRANGER2024-07-22
0032022-01-01MICHAEL GRANGER2023-09-25
0032021-01-01MICHAEL GRANGER2022-07-25
0032020-01-01MICHAEL GRANGER2021-07-30
0032019-01-01MICHELLE BRIGGS2020-07-29
0032018-01-01MICHELLE BRIGGS2019-07-25
0032017-01-01CYNTHIA QUINTANILLA2018-07-30 CYNTHIA QUINTANILLA2018-07-30
0032016-01-01CYNTHIA QUINTANILLA2017-07-20 CYNTHIA QUINTANILLA2017-07-20
0032015-01-01CYNTHIA QUINTANILLA2016-07-14 CYNTHIA QUINTANILLA2016-07-14
0032014-01-01CYNTHIA QUINTANILLA2015-07-28 CYNTHIA QUINTANILLA2015-07-28
0032013-01-01CYNTHIA QUINTANILLA2014-07-28 CYNTHIA QUINTANILLA2014-07-28
0032012-01-01CYNTHIA QUINTANILLA2013-08-16 CYNTHIA QUINTANILLA2013-08-16
0032011-01-01CYNTHIA QUINTANILLA2012-07-26
0032010-01-01CYNTHIA QUINTANILLA2011-07-19

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF CATHOLIC FAMILY SERVICE INC DIOCESE OF LUBBOCK

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF CATHOLIC FAMILY SERVICE INC DIOCESE OF LUBBOCK

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF CATHOLIC FAMILY SERVICE INC DIOCESE OF LUBBOCK 2025 401k membership
Total number of particpants at beginning of year2025-07-2855
Total number of particpants at end of year2025-07-2856
Number of Participants With Account Balances2025-07-2847
2024: TAX DEFERRED ANNUITY PLAN OF CATHOLIC FAMILY SERVICE INC DIOCESE OF LUBBOCK 2024 401k membership
Total number of particpants at beginning of year2024-07-2250
Total number of particpants at end of year2024-07-2256
Number of Participants With Account Balances2024-07-2250
2022: TAX DEFERRED ANNUITY PLAN OF CATHOLIC FAMILY SERVICE INC DIOCESE OF LUBBOCK 2022 401k membership
Total number of particpants at beginning of year2022-07-2534
Total number of particpants at end of year2022-07-2532
Number of Participants With Account Balances2022-07-2532

Financial Data on TAX DEFERRED ANNUITY PLAN OF CATHOLIC FAMILY SERVICE INC DIOCESE OF LUBBOCK

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF CATHOLIC FAMILY SERVICE INC DIOCESE OF LUBBOCK 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-280
Total liabilities as of the end of the plan year2025-07-280
Total liabilities as of the beginning of the plan year2025-07-280
Total expenses incurred by plan in this plan year2025-07-28127334
Net assets as of the end of the plan year2025-07-281282944
Total assets as of the beginning of the plan year2025-07-281142712
Value of plan covered by a fidelity bond2025-07-28600000
Participant contributions to plan in this plan year2025-07-2845960
Other expenses paid from plan in this plan year2025-07-280
Other contributions to plan in this plan year2025-07-2816671
Other income to plan in this plan year2025-07-28127410
Plan net income in this plan year2025-07-28140232
Net assets as of the end of the plan year2025-07-281282944
Net assets as of the beginning of the plan year2025-07-281142712
Employer contributions to plan in this plan year2025-07-2877525
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-28680
2024 : TAX DEFERRED ANNUITY PLAN OF CATHOLIC FAMILY SERVICE INC DIOCESE OF LUBBOCK 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-220
Total liabilities as of the end of the plan year2024-07-220
Total liabilities as of the beginning of the plan year2024-07-220
Total expenses incurred by plan in this plan year2024-07-2272606
Net assets as of the end of the plan year2024-07-221142712
Total assets as of the beginning of the plan year2024-07-22977925
Value of plan covered by a fidelity bond2024-07-22600000
Participant contributions to plan in this plan year2024-07-2244328
Other expenses paid from plan in this plan year2024-07-220
Other contributions to plan in this plan year2024-07-225788
Other income to plan in this plan year2024-07-22126097
Plan net income in this plan year2024-07-22164787
Net assets as of the end of the plan year2024-07-221142712
Net assets as of the beginning of the plan year2024-07-22977925
Employer contributions to plan in this plan year2024-07-2261180
Fees paid to broker by Benefit Provider2024-07-22627
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-22303
2022 : TAX DEFERRED ANNUITY PLAN OF CATHOLIC FAMILY SERVICE INC DIOCESE OF LUBBOCK 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-250
Total liabilities as of the end of the plan year2022-07-250
Total liabilities as of the beginning of the plan year2022-07-250
Total expenses incurred by plan in this plan year2022-07-2526029
Net assets as of the end of the plan year2022-07-25936736
Total assets as of the beginning of the plan year2022-07-25800796
Value of plan covered by a fidelity bond2022-07-25600000
Participant contributions to plan in this plan year2022-07-2514704
Other expenses paid from plan in this plan year2022-07-25286
Other contributions to plan in this plan year2022-07-250
Other income to plan in this plan year2022-07-2590475
Plan net income in this plan year2022-07-25135940
Net assets as of the end of the plan year2022-07-25936736
Net assets as of the beginning of the plan year2022-07-25800796
Employer contributions to plan in this plan year2022-07-2556790
Fees paid to broker by Benefit Provider2022-07-2575

Potentially related plans

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