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ST. ELIZABETH SHELTER CORPORATION 403(B) PLAN 401k Plan overview

Plan NameST. ELIZABETH SHELTER CORPORATION 403(B) PLAN
Plan identification number 001

ST. ELIZABETH SHELTER CORPORATION 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

SAINT ELIZABETH SHELTER CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:SAINT ELIZABETH SHELTER CORPORATION
Employer identification number (EIN):850347650
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. ELIZABETH SHELTER CORPORATION 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01
0012011-01-01
0012010-01-01
0012009-01-01

Financial Data on ST. ELIZABETH SHELTER CORPORATION 403(B) PLAN

Measure Date Value
2025 : ST. ELIZABETH SHELTER CORPORATION 403(B) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-185550
Total liabilities as of the end of the plan year2025-07-180
Total liabilities as of the beginning of the plan year2025-07-180
Total expenses incurred by plan in this plan year2025-07-1837067
Net assets as of the end of the plan year2025-07-18317858
Total assets as of the beginning of the plan year2025-07-18255952
Value of plan covered by a fidelity bond2025-07-1830000
Participant contributions to plan in this plan year2025-07-1826834
Other income to plan in this plan year2025-07-1848615
Plan net income in this plan year2025-07-1856356
Net assets as of the end of the plan year2025-07-18317858
Net assets as of the beginning of the plan year2025-07-18255952
Employer contributions to plan in this plan year2025-07-1817974
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-18840
2024 : ST. ELIZABETH SHELTER CORPORATION 403(B) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-11530
Net assets as of the end of the plan year2024-07-11255952
Total assets as of the beginning of the plan year2024-07-11175942
Value of plan covered by a fidelity bond2024-07-1130000
Participant contributions to plan in this plan year2024-07-1123051
Other income to plan in this plan year2024-07-1144793
Plan net income in this plan year2024-07-1180010
Net assets as of the end of the plan year2024-07-11255952
Net assets as of the beginning of the plan year2024-07-11175942
Employer contributions to plan in this plan year2024-07-1112696
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-11530
2022 : ST. ELIZABETH SHELTER CORPORATION 403(B) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-064258
Net assets as of the end of the plan year2022-09-06184916
Total assets as of the beginning of the plan year2022-09-06140295
Participant contributions to plan in this plan year2022-09-0612505
Other income to plan in this plan year2022-09-0630017
Plan net income in this plan year2022-09-0644621
Net assets as of the end of the plan year2022-09-06184916
Net assets as of the beginning of the plan year2022-09-06140295
Employer contributions to plan in this plan year2022-09-066357
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-0630

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