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JOHN PAUL II CATHOLIC SCHOOL 401(K) PLAN 401k Plan overview

Plan NameJOHN PAUL II CATHOLIC SCHOOL 401(K) PLAN
Plan identification number 001

JOHN PAUL II CATHOLIC SCHOOL 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

WEST HOUSTON REGIONAL CATHOLIC has sponsored the creation of one or more 401k plans.

Company Name:WEST HOUSTON REGIONAL CATHOLIC
Employer identification number (EIN):760242299
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN PAUL II CATHOLIC SCHOOL 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-08-01REBECCA BOGARD2024-02-12
0012021-08-01REBECCA BOGARD2023-02-16
0012020-08-01REBECCA BOGARD2022-02-23
0012019-08-01REBECCA BOGARD2021-02-24 MARIA PAGAN2021-02-24
0012018-08-01MARIA A. PAGAN2020-02-27 REBECCA BOGARD2020-02-27
0012017-08-01REBECCA BOGARD2019-02-21
0012016-08-01REBECCA BOGARD2018-02-27
0012016-08-01MARIA PAGAN2018-02-27 REBECCA BOGARD2018-02-27
0012015-08-01REBECCA BOGARD2017-02-15
0012013-08-01SARAH HENGST
0012012-08-01KATHRYN SCHWARZBACH SARAH HENGST2014-02-19
0012011-08-01KATHRYN SCHWARZBACH SARAH HENGST2013-01-22
0012009-08-01KATHRYN SCHWARZBACH SARAH HENGST2011-02-10

Financial Data on JOHN PAUL II CATHOLIC SCHOOL 401(K) PLAN

Measure Date Value
2025 : JOHN PAUL II CATHOLIC SCHOOL 401(K) PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-02-240
Total expenses incurred by plan in this plan year2025-02-24506587
Net assets as of the end of the plan year2025-02-247825751
Total assets as of the beginning of the plan year2025-02-246570483
Value of plan covered by a fidelity bond2025-02-24500000
Participant contributions to plan in this plan year2025-02-24419473
Value of participant loans at end of plan year2025-02-2444484
Other income to plan in this plan year2025-02-241173907
Plan net income in this plan year2025-02-241255268
Net assets as of the end of the plan year2025-02-247825751
Net assets as of the beginning of the plan year2025-02-246570483
Employer contributions to plan in this plan year2025-02-24168475
Expensese paid to adminstrative service provicers from plan in this plan year2025-02-2419675
2023 : JOHN PAUL II CATHOLIC SCHOOL 401(K) PLAN 2023 401k financial data
Total transfers to/from plan in this plan year2023-02-160
Total liabilities as of the end of the plan year2023-02-160
Total liabilities as of the beginning of the plan year2023-02-160
Total expenses incurred by plan in this plan year2023-02-16782120
Net assets as of the end of the plan year2023-02-166342029
Total assets as of the beginning of the plan year2023-02-167144589
Participant contributions to plan in this plan year2023-02-16354509
Value of participant loans at end of plan year2023-02-1621539
Other expenses paid from plan in this plan year2023-02-160
Other contributions to plan in this plan year2023-02-160
Other income to plan in this plan year2023-02-16-544234
Plan net income in this plan year2023-02-16-802560
Net assets as of the end of the plan year2023-02-166342029
Net assets as of the beginning of the plan year2023-02-167144589
Employer contributions to plan in this plan year2023-02-16169285
Expensese paid to adminstrative service provicers from plan in this plan year2023-02-1617167
2014 : JOHN PAUL II CATHOLIC SCHOOL 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-07-31$0
Total income from all sources2014-07-31$888,507
Expenses. Total of all expenses incurred2014-07-31$5,198
Benefits paid (including direct rollovers)2014-07-31$4,380
Total plan assets at end of year2014-07-31$4,578,005
Total plan assets at beginning of year2014-07-31$3,694,696
Value of fidelity bond covering the plan2014-07-31$500,000
Total contributions received or receivable from participants2014-07-31$286,869
Expenses. Other expenses not covered elsewhere2014-07-31$818
Contributions received from other sources (not participants or employers)2014-07-31$0
Other income received2014-07-31$456,551
Net income (gross income less expenses)2014-07-31$883,309
Net plan assets at end of year (total assets less liabilities)2014-07-31$4,578,005
Net plan assets at beginning of year (total assets less liabilities)2014-07-31$3,694,696
Assets. Value of participant loans2014-07-31$28,361
Total contributions received or receivable from employer(s)2014-07-31$145,087
Value of certain deemed distributions of participant loans2014-07-31$0
Value of corrective distributions2014-07-31$0
Funding deficiency by the employer to the plan for this plan year2014-07-31$0
Minimum employer required contribution for this plan year2014-07-31$0
Amount contributed by the employer to the plan for this plan year2014-07-31$0
2013 : JOHN PAUL II CATHOLIC SCHOOL 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-07-31$0
Total income from all sources2013-07-31$1,001,120
Expenses. Total of all expenses incurred2013-07-31$37,120
Benefits paid (including direct rollovers)2013-07-31$36,335
Total plan assets at end of year2013-07-31$3,694,696
Total plan assets at beginning of year2013-07-31$2,730,696
Value of fidelity bond covering the plan2013-07-31$500,000
Total contributions received or receivable from participants2013-07-31$261,739
Expenses. Other expenses not covered elsewhere2013-07-31$785
Contributions received from other sources (not participants or employers)2013-07-31$0
Other income received2013-07-31$599,784
Net income (gross income less expenses)2013-07-31$964,000
Net plan assets at end of year (total assets less liabilities)2013-07-31$3,694,696
Net plan assets at beginning of year (total assets less liabilities)2013-07-31$2,730,696
Assets. Value of participant loans2013-07-31$40,156
Total contributions received or receivable from employer(s)2013-07-31$139,597
Value of certain deemed distributions of participant loans2013-07-31$0
Value of corrective distributions2013-07-31$0
Funding deficiency by the employer to the plan for this plan year2013-07-31$0
Minimum employer required contribution for this plan year2013-07-31$0
Amount contributed by the employer to the plan for this plan year2013-07-31$0
2012 : JOHN PAUL II CATHOLIC SCHOOL 401(K) PLAN 2012 401k financial data
Transfers to/from the plan2012-07-31$0
Total income from all sources2012-07-31$467,606
Expenses. Total of all expenses incurred2012-07-31$20,759
Benefits paid (including direct rollovers)2012-07-31$19,837
Total plan assets at end of year2012-07-31$2,730,696
Total plan assets at beginning of year2012-07-31$2,283,849
Value of fidelity bond covering the plan2012-07-31$500,000
Total contributions received or receivable from participants2012-07-31$256,441
Expenses. Other expenses not covered elsewhere2012-07-31$922
Contributions received from other sources (not participants or employers)2012-07-31$0
Other income received2012-07-31$78,634
Net income (gross income less expenses)2012-07-31$446,847
Net plan assets at end of year (total assets less liabilities)2012-07-31$2,730,696
Net plan assets at beginning of year (total assets less liabilities)2012-07-31$2,283,849
Assets. Value of participant loans2012-07-31$51,315
Total contributions received or receivable from employer(s)2012-07-31$132,531
Value of certain deemed distributions of participant loans2012-07-31$0
Value of corrective distributions2012-07-31$0
Funding deficiency by the employer to the plan for this plan year2012-07-31$0
Minimum employer required contribution for this plan year2012-07-31$0
Amount contributed by the employer to the plan for this plan year2012-07-31$0
2010 : JOHN PAUL II CATHOLIC SCHOOL 401(K) PLAN 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year2010-07-31$0
Minimum employer required contribution for this plan year2010-07-31$0
Amount contributed by the employer to the plan for this plan year2010-07-31$0

Form 5500 Responses for JOHN PAUL II CATHOLIC SCHOOL 401(K) PLAN

2013: JOHN PAUL II CATHOLIC SCHOOL 401(K) PLAN 2013 form 5500 responses
2013-08-01Type of plan entitySingle employer plan
2013-08-01Submission has been amendedNo
2013-08-01This submission is the final filingNo
2013-08-01This return/report is a short plan year return/report (less than 12 months)No
2013-08-01Plan is a collectively bargained planNo
2013-08-01Plan funding arrangement – InsuranceYes
2013-08-01Plan funding arrangement – TrustYes
2013-08-01Plan benefit arrangement – InsuranceYes
2012: JOHN PAUL II CATHOLIC SCHOOL 401(K) PLAN 2012 form 5500 responses
2012-08-01Type of plan entitySingle employer plan
2012-08-01Submission has been amendedNo
2012-08-01This submission is the final filingNo
2012-08-01This return/report is a short plan year return/report (less than 12 months)No
2012-08-01Plan is a collectively bargained planNo
2012-08-01Plan funding arrangement – InsuranceYes
2012-08-01Plan funding arrangement – TrustYes
2012-08-01Plan benefit arrangement – InsuranceYes
2011: JOHN PAUL II CATHOLIC SCHOOL 401(K) PLAN 2011 form 5500 responses
2011-08-01Type of plan entitySingle employer plan
2011-08-01Submission has been amendedNo
2011-08-01This submission is the final filingNo
2011-08-01This return/report is a short plan year return/report (less than 12 months)No
2011-08-01Plan is a collectively bargained planNo
2011-08-01Plan funding arrangement – InsuranceYes
2011-08-01Plan funding arrangement – TrustYes
2011-08-01Plan benefit arrangement – InsuranceYes
2009: JOHN PAUL II CATHOLIC SCHOOL 401(K) PLAN 2009 form 5500 responses
2009-08-01Type of plan entitySingle employer plan
2009-08-01Submission has been amendedNo
2009-08-01This submission is the final filingNo
2009-08-01This return/report is a short plan year return/report (less than 12 months)No
2009-08-01Plan is a collectively bargained planNo
2009-08-01Plan funding arrangement – InsuranceYes
2009-08-01Plan funding arrangement – TrustYes
2009-08-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-028121
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-028121
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-028121
Policy instance 1

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