WEST HOUSTON REGIONAL CATHOLIC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOHN PAUL II CATHOLIC SCHOOL 401(K) PLAN
Measure | Date | Value |
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2013: JOHN PAUL II CATHOLIC SCHOOL 401(K) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-08-01 | 88 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-08-01 | 75 |
Number of retired or separated participants receiving benefits | 2013-08-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2013-08-01 | 20 |
Total of all active and inactive participants | 2013-08-01 | 97 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-08-01 | 0 |
Total participants | 2013-08-01 | 97 |
Number of participants with account balances | 2013-08-01 | 83 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-08-01 | 0 |
2012: JOHN PAUL II CATHOLIC SCHOOL 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-08-01 | 81 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-08-01 | 70 |
Number of retired or separated participants receiving benefits | 2012-08-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-08-01 | 18 |
Total of all active and inactive participants | 2012-08-01 | 89 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-08-01 | 0 |
Total participants | 2012-08-01 | 89 |
Number of participants with account balances | 2012-08-01 | 71 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-08-01 | 18 |
2011: JOHN PAUL II CATHOLIC SCHOOL 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-08-01 | 92 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-08-01 | 69 |
Number of retired or separated participants receiving benefits | 2011-08-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2011-08-01 | 17 |
Total of all active and inactive participants | 2011-08-01 | 87 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-08-01 | 0 |
Total participants | 2011-08-01 | 87 |
Number of participants with account balances | 2011-08-01 | 70 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-08-01 | 18 |
2009: JOHN PAUL II CATHOLIC SCHOOL 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-08-01 | 89 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-08-01 | 65 |
Number of retired or separated participants receiving benefits | 2009-08-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-08-01 | 16 |
Total of all active and inactive participants | 2009-08-01 | 81 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-08-01 | 0 |
Total participants | 2009-08-01 | 81 |
Number of participants with account balances | 2009-08-01 | 79 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-08-01 | 0 |
Measure | Date | Value |
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2014 : JOHN PAUL II CATHOLIC SCHOOL 401(K) PLAN 2014 401k financial data |
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Transfers to/from the plan | 2014-07-31 | $0 |
Total income from all sources | 2014-07-31 | $888,507 |
Expenses. Total of all expenses incurred | 2014-07-31 | $5,198 |
Benefits paid (including direct rollovers) | 2014-07-31 | $4,380 |
Total plan assets at end of year | 2014-07-31 | $4,578,005 |
Total plan assets at beginning of year | 2014-07-31 | $3,694,696 |
Value of fidelity bond covering the plan | 2014-07-31 | $500,000 |
Total contributions received or receivable from participants | 2014-07-31 | $286,869 |
Expenses. Other expenses not covered elsewhere | 2014-07-31 | $818 |
Contributions received from other sources (not participants or employers) | 2014-07-31 | $0 |
Other income received | 2014-07-31 | $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 loans | 2014-07-31 | $28,361 |
Total contributions received or receivable from employer(s) | 2014-07-31 | $145,087 |
Value of certain deemed distributions of participant loans | 2014-07-31 | $0 |
Value of corrective distributions | 2014-07-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-07-31 | $0 |
Minimum employer required contribution for this plan year | 2014-07-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-07-31 | $0 |
2013 : JOHN PAUL II CATHOLIC SCHOOL 401(K) PLAN 2013 401k financial data |
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Transfers to/from the plan | 2013-07-31 | $0 |
Total income from all sources | 2013-07-31 | $1,001,120 |
Expenses. Total of all expenses incurred | 2013-07-31 | $37,120 |
Benefits paid (including direct rollovers) | 2013-07-31 | $36,335 |
Total plan assets at end of year | 2013-07-31 | $3,694,696 |
Total plan assets at beginning of year | 2013-07-31 | $2,730,696 |
Value of fidelity bond covering the plan | 2013-07-31 | $500,000 |
Total contributions received or receivable from participants | 2013-07-31 | $261,739 |
Expenses. Other expenses not covered elsewhere | 2013-07-31 | $785 |
Contributions received from other sources (not participants or employers) | 2013-07-31 | $0 |
Other income received | 2013-07-31 | $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 loans | 2013-07-31 | $40,156 |
Total contributions received or receivable from employer(s) | 2013-07-31 | $139,597 |
Value of certain deemed distributions of participant loans | 2013-07-31 | $0 |
Value of corrective distributions | 2013-07-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-07-31 | $0 |
Minimum employer required contribution for this plan year | 2013-07-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-07-31 | $0 |
2012 : JOHN PAUL II CATHOLIC SCHOOL 401(K) PLAN 2012 401k financial data |
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Transfers to/from the plan | 2012-07-31 | $0 |
Total income from all sources | 2012-07-31 | $467,606 |
Expenses. Total of all expenses incurred | 2012-07-31 | $20,759 |
Benefits paid (including direct rollovers) | 2012-07-31 | $19,837 |
Total plan assets at end of year | 2012-07-31 | $2,730,696 |
Total plan assets at beginning of year | 2012-07-31 | $2,283,849 |
Value of fidelity bond covering the plan | 2012-07-31 | $500,000 |
Total contributions received or receivable from participants | 2012-07-31 | $256,441 |
Expenses. Other expenses not covered elsewhere | 2012-07-31 | $922 |
Contributions received from other sources (not participants or employers) | 2012-07-31 | $0 |
Other income received | 2012-07-31 | $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 loans | 2012-07-31 | $51,315 |
Total contributions received or receivable from employer(s) | 2012-07-31 | $132,531 |
Value of certain deemed distributions of participant loans | 2012-07-31 | $0 |
Value of corrective distributions | 2012-07-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-07-31 | $0 |
Minimum employer required contribution for this plan year | 2012-07-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-07-31 | $0 |
2010 : JOHN PAUL II CATHOLIC SCHOOL 401(K) PLAN 2010 401k financial data |
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Funding deficiency by the employer to the plan for this plan year | 2010-07-31 | $0 |
Minimum employer required contribution for this plan year | 2010-07-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-07-31 | $0 |
2013: JOHN PAUL II CATHOLIC SCHOOL 401(K) PLAN 2013 form 5500 responses |
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2013-08-01 | Type of plan entity | Single employer plan |
2013-08-01 | Submission has been amended | No |
2013-08-01 | This submission is the final filing | No |
2013-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-08-01 | Plan is a collectively bargained plan | No |
2013-08-01 | Plan funding arrangement – Insurance | Yes |
2013-08-01 | Plan funding arrangement – Trust | Yes |
2013-08-01 | Plan benefit arrangement – Insurance | Yes |
2012: JOHN PAUL II CATHOLIC SCHOOL 401(K) PLAN 2012 form 5500 responses |
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2012-08-01 | Type of plan entity | Single employer plan |
2012-08-01 | Submission has been amended | No |
2012-08-01 | This submission is the final filing | No |
2012-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-08-01 | Plan is a collectively bargained plan | No |
2012-08-01 | Plan funding arrangement – Insurance | Yes |
2012-08-01 | Plan funding arrangement – Trust | Yes |
2012-08-01 | Plan benefit arrangement – Insurance | Yes |
2011: JOHN PAUL II CATHOLIC SCHOOL 401(K) PLAN 2011 form 5500 responses |
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2011-08-01 | Type of plan entity | Single employer plan |
2011-08-01 | Submission has been amended | No |
2011-08-01 | This submission is the final filing | No |
2011-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-08-01 | Plan is a collectively bargained plan | No |
2011-08-01 | Plan funding arrangement – Insurance | Yes |
2011-08-01 | Plan funding arrangement – Trust | Yes |
2011-08-01 | Plan benefit arrangement – Insurance | Yes |
2009: JOHN PAUL II CATHOLIC SCHOOL 401(K) PLAN 2009 form 5500 responses |
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2009-08-01 | Type of plan entity | Single employer plan |
2009-08-01 | Submission has been amended | No |
2009-08-01 | This submission is the final filing | No |
2009-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-08-01 | Plan is a collectively bargained plan | No |
2009-08-01 | Plan funding arrangement – Insurance | Yes |
2009-08-01 | Plan funding arrangement – Trust | Yes |
2009-08-01 | Plan benefit arrangement – Insurance | Yes |
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-028121 |
Policy instance | 1 |
Insurance contract or identification number | GA-028121 | Number of Individuals Covered | 83 | Insurance policy start date | 2013-08-01 | Insurance policy end date | 2014-07-31 | Total amount of commissions paid to insurance broker | USD $18,407 | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $18,407 | Insurance broker organization code? | 3 | Insurance broker name | EDWARD D JONES & CO L P. |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-028121 |
Policy instance | 1 |
Insurance contract or identification number | GA-028121 | Number of Individuals Covered | 71 | Insurance policy start date | 2012-08-01 | Insurance policy end date | 2013-07-31 | Total amount of commissions paid to insurance broker | USD $14,248 | Total amount of fees paid to insurance company | USD $1,346 | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $14,248 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1346 | Additional information about fees paid to insurance broker | SALES/MARKETING | Insurance broker name | EDWARD D JONES & CO |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | GA-028121 |
Policy instance | 1 |
Insurance contract or identification number | GA-028121 | Number of Individuals Covered | 70 | Insurance policy start date | 2011-08-01 | Insurance policy end date | 2012-07-31 | Total amount of commissions paid to insurance broker | USD $11,398 | Total amount of fees paid to insurance company | USD $1,718 | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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