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ST. MARY'S HIGH SCHOOL RETIREMENT PLAN 401k Plan overview

Plan NameST. MARY'S HIGH SCHOOL RETIREMENT PLAN
Plan identification number 001

ST. MARY'S HIGH SCHOOL RETIREMENT 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

ST. MARY'S HIGH SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:ST. MARY'S HIGH SCHOOL
Employer identification number (EIN):841060677
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. MARY'S HIGH SCHOOL RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01THOMAS DARNEAL2024-03-20 THOMAS DARNEAL2024-03-20
0012021-07-01TOMMY DARNEAL2023-05-31 TOMMY DARNEAL2023-05-31
0012020-07-01THOMAS DARNEAL2022-04-07 THOMAS DARNEAL2022-04-07
0012018-07-01TOMMY DARNEAL2019-10-04 TOMMY DARNEAL2019-10-04
0012017-07-01TOMMY DARNEAL2019-01-09 TOMMY DARNEAL2019-01-09
0012014-07-01KAREN LEVI KAREN LEVI2015-09-18
0012013-07-01KAREN LEVI KAREN LEVI2014-09-19
0012012-07-01KAREN LEVI KAREN LEVI2014-01-02
0012011-07-01KAREN LEVI KAREN LEVI2013-01-03
0012010-07-01KAREN LEVI KAREN LEVI2011-12-19
0012009-07-01KAREN LEVI KAREN LEVI2010-10-28

Plan Statistics for ST. MARY'S HIGH SCHOOL RETIREMENT PLAN

401k plan membership statisitcs for ST. MARY'S HIGH SCHOOL RETIREMENT PLAN

Measure Date Value
2025: ST. MARY'S HIGH SCHOOL RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-03-1730
Total number of particpants at end of year2025-03-1727
Number of Participants With Account Balances2025-03-1726
2023: ST. MARY'S HIGH SCHOOL RETIREMENT PLAN 2023 401k membership
Total number of particpants at beginning of year2023-05-3131
Total number of particpants at end of year2023-05-3126
Number of Participants With Account Balances2023-05-3126
2014: ST. MARY'S HIGH SCHOOL RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01107
Total number of active participants reported on line 7a of the Form 55002014-07-0188
Number of retired or separated participants receiving benefits2014-07-012
Number of other retired or separated participants entitled to future benefits2014-07-0115
Total of all active and inactive participants2014-07-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01105
Number of participants with account balances2014-07-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: ST. MARY'S HIGH SCHOOL RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01112
Total number of active participants reported on line 7a of the Form 55002013-07-0184
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0122
Total of all active and inactive participants2013-07-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01106
Number of participants with account balances2013-07-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-012
2012: ST. MARY'S HIGH SCHOOL RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-0178
Total number of active participants reported on line 7a of the Form 55002012-07-01100
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0116
Total of all active and inactive participants2012-07-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01116
Number of participants with account balances2012-07-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: ST. MARY'S HIGH SCHOOL RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-0169
Total number of active participants reported on line 7a of the Form 55002011-07-0160
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0118
Total of all active and inactive participants2011-07-0178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-0178
Number of participants with account balances2011-07-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-014
2010: ST. MARY'S HIGH SCHOOL RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-0172
Total number of active participants reported on line 7a of the Form 55002010-07-0154
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0116
Total of all active and inactive participants2010-07-0170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-0170
Number of participants with account balances2010-07-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: ST. MARY'S HIGH SCHOOL RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-0172
Total number of active participants reported on line 7a of the Form 55002009-07-0151
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0116
Total of all active and inactive participants2009-07-0167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-0167
Number of participants with account balances2009-07-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-012

Financial Data on ST. MARY'S HIGH SCHOOL RETIREMENT PLAN

Measure Date Value
2025 : ST. MARY'S HIGH SCHOOL RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-03-170
Total liabilities as of the end of the plan year2025-03-170
Total liabilities as of the beginning of the plan year2025-03-170
Total expenses incurred by plan in this plan year2025-03-17120494
Net assets as of the end of the plan year2025-03-171430727
Total assets as of the beginning of the plan year2025-03-171297938
Value of plan covered by a fidelity bond2025-03-17200000
Participant contributions to plan in this plan year2025-03-1742313
Other expenses paid from plan in this plan year2025-03-170
Other contributions to plan in this plan year2025-03-170
Other income to plan in this plan year2025-03-17198667
Plan net income in this plan year2025-03-17132789
Net assets as of the end of the plan year2025-03-171430727
Net assets as of the beginning of the plan year2025-03-171297938
Value of contributions failed to transmitted timely2025-03-1716065
Employer contributions to plan in this plan year2025-03-1712303
Fees paid to broker by Benefit Provider2025-03-171486
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-1712732
2023 : ST. MARY'S HIGH SCHOOL RETIREMENT PLAN 2023 401k financial data
Total transfers to/from plan in this plan year2023-05-310
Total liabilities as of the end of the plan year2023-05-310
Total liabilities as of the beginning of the plan year2023-05-310
Total expenses incurred by plan in this plan year2023-05-31450360
Net assets as of the end of the plan year2023-05-311423414
Total assets as of the beginning of the plan year2023-05-312091345
Value of plan covered by a fidelity bond2023-05-31200000
Participant contributions to plan in this plan year2023-05-3163878
Other expenses paid from plan in this plan year2023-05-310
Other contributions to plan in this plan year2023-05-310
Other income to plan in this plan year2023-05-31-295065
Plan net income in this plan year2023-05-31-667931
Net assets as of the end of the plan year2023-05-311423414
Net assets as of the beginning of the plan year2023-05-312091345
Value of contributions failed to transmitted timely2023-05-319030
Employer contributions to plan in this plan year2023-05-3113616
Fees paid to broker by Benefit Provider2023-05-311467
Expensese paid to adminstrative service provicers from plan in this plan year2023-05-3118033
2015 : ST. MARY'S HIGH SCHOOL RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-06-30$172,899
Expenses. Total of all expenses incurred2015-06-30$547,689
Benefits paid (including direct rollovers)2015-06-30$547,689
Total plan assets at end of year2015-06-30$1,572,658
Total plan assets at beginning of year2015-06-30$1,947,448
Value of fidelity bond covering the plan2015-06-30$200,000
Total contributions received or receivable from participants2015-06-30$91,476
Other income received2015-06-30$60,606
Net income (gross income less expenses)2015-06-30$-374,790
Net plan assets at end of year (total assets less liabilities)2015-06-30$1,572,658
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$1,947,448
Total contributions received or receivable from employer(s)2015-06-30$20,817
2014 : ST. MARY'S HIGH SCHOOL RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-06-30$455,779
Expenses. Total of all expenses incurred2014-06-30$88,902
Benefits paid (including direct rollovers)2014-06-30$88,902
Total plan assets at end of year2014-06-30$1,947,448
Total plan assets at beginning of year2014-06-30$1,580,571
Value of fidelity bond covering the plan2014-06-30$200,000
Total contributions received or receivable from participants2014-06-30$109,430
Other income received2014-06-30$322,789
Net income (gross income less expenses)2014-06-30$366,877
Net plan assets at end of year (total assets less liabilities)2014-06-30$1,947,448
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$1,580,571
Total contributions received or receivable from employer(s)2014-06-30$23,560
2013 : ST. MARY'S HIGH SCHOOL RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-06-30$359,512
Expenses. Total of all expenses incurred2013-06-30$106,809
Benefits paid (including direct rollovers)2013-06-30$106,809
Total plan assets at end of year2013-06-30$1,580,571
Total plan assets at beginning of year2013-06-30$1,327,868
Value of fidelity bond covering the plan2013-06-30$150,000
Total contributions received or receivable from participants2013-06-30$113,017
Other income received2013-06-30$226,051
Net income (gross income less expenses)2013-06-30$252,703
Net plan assets at end of year (total assets less liabilities)2013-06-30$1,580,571
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$1,327,868
Total contributions received or receivable from employer(s)2013-06-30$20,444
2012 : ST. MARY'S HIGH SCHOOL RETIREMENT PLAN 2012 401k financial data
Total income from all sources2012-06-30$52,911
Expenses. Total of all expenses incurred2012-06-30$160,869
Benefits paid (including direct rollovers)2012-06-30$160,869
Total plan assets at end of year2012-06-30$1,327,868
Total plan assets at beginning of year2012-06-30$1,435,826
Value of fidelity bond covering the plan2012-06-30$150,000
Total contributions received or receivable from participants2012-06-30$78,568
Other income received2012-06-30$-43,940
Net income (gross income less expenses)2012-06-30$-107,958
Net plan assets at end of year (total assets less liabilities)2012-06-30$1,327,868
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$1,435,826
Total contributions received or receivable from employer(s)2012-06-30$18,283
2011 : ST. MARY'S HIGH SCHOOL RETIREMENT PLAN 2011 401k financial data
Total income from all sources2011-06-30$391,574
Expenses. Total of all expenses incurred2011-06-30$26,530
Benefits paid (including direct rollovers)2011-06-30$26,530
Total plan assets at end of year2011-06-30$1,435,826
Total plan assets at beginning of year2011-06-30$1,070,782
Value of fidelity bond covering the plan2011-06-30$150,000
Total contributions received or receivable from participants2011-06-30$97,609
Other income received2011-06-30$274,632
Net income (gross income less expenses)2011-06-30$365,044
Net plan assets at end of year (total assets less liabilities)2011-06-30$1,435,826
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$1,070,782
Total contributions received or receivable from employer(s)2011-06-30$19,333

Form 5500 Responses for ST. MARY'S HIGH SCHOOL RETIREMENT PLAN

2014: ST. MARY'S HIGH SCHOOL RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: ST. MARY'S HIGH SCHOOL RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: ST. MARY'S HIGH SCHOOL RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: ST. MARY'S HIGH SCHOOL RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: ST. MARY'S HIGH SCHOOL RETIREMENT PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: ST. MARY'S HIGH SCHOOL RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHL818
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHL818
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHL818
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHL818
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHL818
Policy instance 1

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