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ST. MARY'S HOME FOR MOTHERS 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameST. MARY'S HOME FOR MOTHERS 403(B) RETIREMENT PLAN
Plan identification number 001

ST. MARY'S HOME FOR MOTHERS 403(B) 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.
  • 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.
  • 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. Marys Home for Mothers Inc. St. Marys Home for Mothers Inc. has sponsored the creation of one or more 401k plans.

Company Name:St. Marys Home for Mothers Inc. St. Marys Home for Mothers Inc.
Employer identification number (EIN):863489583
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. MARY'S HOME FOR MOTHERS 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SISTER ANITA HELGEBERGER2024-09-25 SISTER ANITA HELGENBERGER2024-09-25
0012022-01-01ANITA HELGENBERGER2023-10-04

Plan Statistics for ST. MARY'S HOME FOR MOTHERS 403(B) RETIREMENT PLAN

401k plan membership statisitcs for ST. MARY'S HOME FOR MOTHERS 403(B) RETIREMENT PLAN

Measure Date Value
2025: ST. MARY'S HOME FOR MOTHERS 403(B) RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-183
Total number of particpants at end of year2025-06-182
Number of Participants With Account Balances2025-06-182
2024: ST. MARY'S HOME FOR MOTHERS 403(B) RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-253
Total number of particpants at end of year2024-09-253
Number of Participants With Account Balances2024-09-253

Financial Data on ST. MARY'S HOME FOR MOTHERS 403(B) RETIREMENT PLAN

Measure Date Value
2025 : ST. MARY'S HOME FOR MOTHERS 403(B) RETIREMENT PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-06-180
Total expenses incurred by plan in this plan year2025-06-1825799
Net assets as of the end of the plan year2025-06-1848148
Total assets as of the beginning of the plan year2025-06-1850344
Participant contributions to plan in this plan year2025-06-187830
Other income to plan in this plan year2025-06-187943
Plan net income in this plan year2025-06-18-2196
Net assets as of the end of the plan year2025-06-1848148
Net assets as of the beginning of the plan year2025-06-1850344
Employer contributions to plan in this plan year2025-06-187830
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-18179
2024 : ST. MARY'S HOME FOR MOTHERS 403(B) RETIREMENT PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-09-250
Total expenses incurred by plan in this plan year2024-09-2514030
Net assets as of the end of the plan year2024-09-2550344
Total assets as of the beginning of the plan year2024-09-2520172
Participant contributions to plan in this plan year2024-09-2513129
Other contributions to plan in this plan year2024-09-2513167
Other income to plan in this plan year2024-09-256227
Plan net income in this plan year2024-09-2530172
Net assets as of the end of the plan year2024-09-2550344
Net assets as of the beginning of the plan year2024-09-2520172
Employer contributions to plan in this plan year2024-09-2511679
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-250

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