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CATHOLIC SOCIAL SERVICES OF THE MIAMI VALLEY LAY EMPLOYEE PENSION PLAN 401k Plan overview

Plan NameCATHOLIC SOCIAL SERVICES OF THE MIAMI VALLEY LAY EMPLOYEE PENSION PLAN
Plan identification number 001

CATHOLIC SOCIAL SERVICES OF THE MIAMI VALLEY LAY EMPLOYEE PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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 SOCIAL SERVICES OF THE MIAMI VALLEY has sponsored the creation of one or more 401k plans.

Company Name:CATHOLIC SOCIAL SERVICES OF THE MIAMI VALLEY
Employer identification number (EIN):846605844
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about CATHOLIC SOCIAL SERVICES OF THE MIAMI VALLEY

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1967-06-08
Company Identification Number: 361725
Legal Registered Office Address: 922 W RIVERVIEW AVE
-
DAYTON
United States of America (USA)
45402

More information about CATHOLIC SOCIAL SERVICES OF THE MIAMI VALLEY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CATHOLIC SOCIAL SERVICES OF THE MIAMI VALLEY LAY EMPLOYEE PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-08-31

Plan Statistics for CATHOLIC SOCIAL SERVICES OF THE MIAMI VALLEY LAY EMPLOYEE PENSION PLAN

401k plan membership statisitcs for CATHOLIC SOCIAL SERVICES OF THE MIAMI VALLEY LAY EMPLOYEE PENSION PLAN

Measure Date Value
2022: CATHOLIC SOCIAL SERVICES OF THE MIAMI VALLEY LAY EMPLOYEE PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-313,729,857
Acturial value of plan assets2022-12-313,729,857
Funding target for retired participants and beneficiaries receiving payment2022-12-312,228,749
Number of terminated vested participants2022-12-3127
Fundng target for terminated vested participants2022-12-31733,953
Active participant vested funding target2022-12-311,508,109
Number of active participants2022-12-3124
Total funding liabilities for active participants2022-12-311,508,109
Total participant count2022-12-3183
Total funding target for all participants2022-12-314,470,811
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31322,555
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-31322,555
Present value of excess contributions2022-12-3167,514
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3171,268
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-3171,268
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-31244,428
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31153,008
Total employer contributions2022-12-31100,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-3195,081
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-310
Net shortfall amortization installment of oustanding balance2022-12-31893,962
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-3186,004
Additional cash requirement2022-12-3186,004
Contributions allocatedtoward minimum required contributions for current year2022-12-3195,081
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: CATHOLIC SOCIAL SERVICES OF THE MIAMI VALLEY LAY EMPLOYEE PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-313,990,952
Acturial value of plan assets2021-12-313,990,952
Funding target for retired participants and beneficiaries receiving payment2021-12-312,250,153
Number of terminated vested participants2021-12-3128
Fundng target for terminated vested participants2021-12-31687,792
Active participant vested funding target2021-12-311,528,675
Number of active participants2021-12-3125
Total funding liabilities for active participants2021-12-311,528,675
Total participant count2021-12-3184
Total funding target for all participants2021-12-314,466,620
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31426,773
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-31106,046
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31320,727
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31322,555
Total employer contributions2021-12-31150,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31141,942
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-310
Net shortfall amortization installment of oustanding balance2021-12-31798,223
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-3174,428
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-3174,428
Contributions allocatedtoward minimum required contributions for current year2021-12-31141,942
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: CATHOLIC SOCIAL SERVICES OF THE MIAMI VALLEY LAY EMPLOYEE PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-314,078,120
Acturial value of plan assets2020-12-314,078,120
Funding target for retired participants and beneficiaries receiving payment2020-12-312,159,959
Number of terminated vested participants2020-12-3130
Fundng target for terminated vested participants2020-12-31744,312
Active participant vested funding target2020-12-311,566,445
Number of active participants2020-12-3127
Total funding liabilities for active participants2020-12-311,566,445
Total participant count2020-12-3185
Total funding target for all participants2020-12-314,470,716
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31419,164
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31426,773
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-31426,773
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31426,773
Total employer contributions2020-12-3150,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3146,081
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-310
Net shortfall amortization installment of oustanding balance2020-12-31819,369
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31149,093
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-31103,012
Additional cash requirement2020-12-3146,081
Contributions allocatedtoward minimum required contributions for current year2020-12-3146,081
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: CATHOLIC SOCIAL SERVICES OF THE MIAMI VALLEY LAY EMPLOYEE PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-313,535,713
Acturial value of plan assets2019-12-313,535,713
Funding target for retired participants and beneficiaries receiving payment2019-12-312,158,250
Number of terminated vested participants2019-12-3130
Fundng target for terminated vested participants2019-12-31713,659
Active participant vested funding target2019-12-311,507,909
Number of active participants2019-12-3127
Total funding liabilities for active participants2019-12-311,507,909
Total participant count2019-12-3185
Total funding target for all participants2019-12-314,379,818
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31585,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31556,321
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-310
Net shortfall amortization installment of oustanding balance2019-12-31844,105
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31137,157
Additional cash requirement2019-12-31137,157
Contributions allocatedtoward minimum required contributions for current year2019-12-31556,321
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310

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