401k Plan data: JOHN PAUL II CATHOLIC SCHOOL 401(K) PLAN plan

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

Plan Name	JOHN PAUL II CATHOLIC SCHOOL 401(K) PLAN
Plan identification number	002

JOHN PAUL II CATHOLIC SCHOOL 401(K) PLAN Benefits

401k Plan Type

Defined 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 Signed Name of Company Sponsor Date Sponsor Signed
002 2014-08-01 SARAH HENGST
002 2010-08-01 KATHRYN SCHWARZBACH SARAH HENGST 2011-12-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2014-08-01	SARAH HENGST
002	2010-08-01	KATHRYN SCHWARZBACH		SARAH HENGST	2011-12-06

Plan Statistics for JOHN PAUL II CATHOLIC SCHOOL 401(K) PLAN

401k plan membership statisitcs for JOHN PAUL II CATHOLIC SCHOOL 401(K) PLAN

Measure Date Value
2014: JOHN PAUL II CATHOLIC SCHOOL 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-08-01 87
Total number of active participants reported on line 7a of the Form 5500 2014-08-01 77
Number of retired or separated participants receiving benefits 2014-08-01 1
Number of other retired or separated participants entitled to future benefits 2014-08-01 18
Total of all active and inactive participants 2014-08-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-08-01 0
Total participants 2014-08-01 96
Number of participants with account balances 2014-08-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-08-01 0
2010: JOHN PAUL II CATHOLIC SCHOOL 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-08-01 80
Total number of active participants reported on line 7a of the Form 5500 2010-08-01 69
Number of retired or separated participants receiving benefits 2010-08-01 0
Number of other retired or separated participants entitled to future benefits 2010-08-01 9
Total of all active and inactive participants 2010-08-01 78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-08-01 0
Total participants 2010-08-01 78
Number of participants with account balances 2010-08-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-08-01 0

Measure	Date	Value
2014: JOHN PAUL II CATHOLIC SCHOOL 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-08-01	87
Total number of active participants reported on line 7a of the Form 5500	2014-08-01	77
Number of retired or separated participants receiving benefits	2014-08-01	1
Number of other retired or separated participants entitled to future benefits	2014-08-01	18
Total of all active and inactive participants	2014-08-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-08-01	0
Total participants	2014-08-01	96
Number of participants with account balances	2014-08-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-08-01	0
2010: JOHN PAUL II CATHOLIC SCHOOL 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-08-01	80
Total number of active participants reported on line 7a of the Form 5500	2010-08-01	69
Number of retired or separated participants receiving benefits	2010-08-01	0
Number of other retired or separated participants entitled to future benefits	2010-08-01	9
Total of all active and inactive participants	2010-08-01	78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-08-01	0
Total participants	2010-08-01	78
Number of participants with account balances	2010-08-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-08-01	0

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

Measure	Date	Value
2015 : JOHN PAUL II CATHOLIC SCHOOL 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-07-31	$0
Total income from all sources	2015-07-31	$696,869
Expenses. Total of all expenses incurred	2015-07-31	$533,681
Benefits paid (including direct rollovers)	2015-07-31	$532,666
Total plan assets at end of year	2015-07-31	$4,741,372
Total plan assets at beginning of year	2015-07-31	$4,578,184
Value of fidelity bond covering the plan	2015-07-31	$500,000
Total contributions received or receivable from participants	2015-07-31	$274,915
Expenses. Other expenses not covered elsewhere	2015-07-31	$938
Contributions received from other sources (not participants or employers)	2015-07-31	$0
Other income received	2015-07-31	$266,791
Net income (gross income less expenses)	2015-07-31	$163,188
Net plan assets at end of year (total assets less liabilities)	2015-07-31	$4,741,372
Net plan assets at beginning of year (total assets less liabilities)	2015-07-31	$4,578,184
Assets. Value of participant loans	2015-07-31	$21,758
Total contributions received or receivable from employer(s)	2015-07-31	$155,163
Value of certain deemed distributions of participant loans	2015-07-31	$0
Value of corrective distributions	2015-07-31	$77
2011 : JOHN PAUL II CATHOLIC SCHOOL 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-07-31	$0
Total income from all sources	2011-07-31	$657,899
Expenses. Total of all expenses incurred	2011-07-31	$35,659
Benefits paid (including direct rollovers)	2011-07-31	$34,274
Total plan assets at end of year	2011-07-31	$2,283,849
Total plan assets at beginning of year	2011-07-31	$1,661,609
Value of fidelity bond covering the plan	2011-07-31	$500,000
Total contributions received or receivable from participants	2011-07-31	$271,093
Expenses. Other expenses not covered elsewhere	2011-07-31	$1,385
Contributions received from other sources (not participants or employers)	2011-07-31	$0
Other income received	2011-07-31	$248,927
Net income (gross income less expenses)	2011-07-31	$622,240
Net plan assets at end of year (total assets less liabilities)	2011-07-31	$2,283,849
Net plan assets at beginning of year (total assets less liabilities)	2011-07-31	$1,661,609
Assets. Value of participant loans	2011-07-31	$23,295
Total contributions received or receivable from employer(s)	2011-07-31	$137,879
Value of certain deemed distributions of participant loans	2011-07-31	$0
Value of corrective distributions	2011-07-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-07-31	$0
Minimum employer required contribution for this plan year	2011-07-31	$0
Amount contributed by the employer to the plan for this plan year	2011-07-31	$0

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

2014: JOHN PAUL II CATHOLIC SCHOOL 401(K) PLAN 2014 form 5500 responses
2014-08-01	Type of plan entity	Single employer plan
2014-08-01	Submission has been amended	No
2014-08-01	This submission is the final filing	No
2014-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-08-01	Plan is a collectively bargained plan	No
2014-08-01	Plan funding arrangement – Insurance	Yes
2014-08-01	Plan funding arrangement – Trust	Yes
2014-08-01	Plan benefit arrangement – Insurance	Yes
2010: JOHN PAUL II CATHOLIC SCHOOL 401(K) PLAN 2010 form 5500 responses
2010-08-01	Type of plan entity	Single employer plan
2010-08-01	Submission has been amended	No
2010-08-01	This submission is the final filing	No
2010-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-08-01	Plan is a collectively bargained plan	No
2010-08-01	Plan funding arrangement – Insurance	Yes
2010-08-01	Plan funding arrangement – Trust	Yes
2010-08-01	Plan benefit arrangement – Insurance	Yes

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