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SISTERS OF ST JOSEPH OF PEACE 403(B) PLAN 401k Plan overview

Plan NameSISTERS OF ST JOSEPH OF PEACE 403(B) PLAN
Plan identification number 001

SISTERS OF ST JOSEPH OF PEACE 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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)(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.

401k Sponsoring company profile

SISTERS OF ST. JOSEPH OF PEACE has sponsored the creation of one or more 401k plans.

Company Name:SISTERS OF ST. JOSEPH OF PEACE
Employer identification number (EIN):910567741
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SISTERS OF ST JOSEPH OF PEACE 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ALEXIS FLEMING2024-03-19
0012022-01-01ALEXIS FLEMING2023-06-22
0012021-01-01ALEXIS FLEMING2022-05-17
0012020-01-01ALEXIS FLEMING2021-05-04
0012019-01-01ALEXIS FLEMING2020-04-13 ALEXIS FLEMING2020-04-13
0012016-01-01DEBORAH FLEMING2017-03-29 DEBORAH FLEMING2017-03-29
0012015-01-01DEBORAH FLEMING2016-06-21 DEBORAH FLEMING2016-06-21
0012014-01-01DEBORAH FLEMING2015-05-07 DEBORAH FLEMING2015-05-07
0012013-01-01DEBORAH FLEMING2015-05-07 DEBORAH FLEMING2015-05-07
0012012-01-01DEBORAH FLEMING2013-04-24
0012011-01-01DEBORAH FLEMING2012-07-11
0012010-01-01DEBORAH FLEMING2011-03-02

Plan Statistics for SISTERS OF ST JOSEPH OF PEACE 403(B) PLAN

401k plan membership statisitcs for SISTERS OF ST JOSEPH OF PEACE 403(B) PLAN

Measure Date Value
2025: SISTERS OF ST JOSEPH OF PEACE 403(B) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-01-2360
Total number of particpants at end of year2025-01-2364
Number of Participants With Account Balances2025-01-2362
2024: SISTERS OF ST JOSEPH OF PEACE 403(B) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-03-1959
Total number of particpants at end of year2024-03-1963
Number of Participants With Account Balances2024-03-1960
2022: SISTERS OF ST JOSEPH OF PEACE 403(B) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-05-1760
Total number of particpants at end of year2022-05-1763
Number of Participants With Account Balances2022-05-1761

Financial Data on SISTERS OF ST JOSEPH OF PEACE 403(B) PLAN

Measure Date Value
2025 : SISTERS OF ST JOSEPH OF PEACE 403(B) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-01-230
Total expenses incurred by plan in this plan year2025-01-23271078
Net assets as of the end of the plan year2025-01-232455523
Total assets as of the beginning of the plan year2025-01-232184891
Participant contributions to plan in this plan year2025-01-23160952
Other income to plan in this plan year2025-01-23280595
Plan net income in this plan year2025-01-23270632
Net assets as of the end of the plan year2025-01-232455523
Net assets as of the beginning of the plan year2025-01-232184891
Employer contributions to plan in this plan year2025-01-23100163
Expensese paid to adminstrative service provicers from plan in this plan year2025-01-23520
2024 : SISTERS OF ST JOSEPH OF PEACE 403(B) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-03-190
Total expenses incurred by plan in this plan year2024-03-1948273
Net assets as of the end of the plan year2024-03-192184891
Total assets as of the beginning of the plan year2024-03-191671121
Participant contributions to plan in this plan year2024-03-19163760
Other expenses paid from plan in this plan year2024-03-190
Other contributions to plan in this plan year2024-03-190
Other income to plan in this plan year2024-03-19308776
Plan net income in this plan year2024-03-19513770
Net assets as of the end of the plan year2024-03-192184891
Net assets as of the beginning of the plan year2024-03-191671121
Employer contributions to plan in this plan year2024-03-1989507
Expensese paid to adminstrative service provicers from plan in this plan year2024-03-19740
2022 : SISTERS OF ST JOSEPH OF PEACE 403(B) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-17378960
Net assets as of the end of the plan year2022-05-171871111
Total assets as of the beginning of the plan year2022-05-171810827
Participant contributions to plan in this plan year2022-05-17147314
Other contributions to plan in this plan year2022-05-170
Other income to plan in this plan year2022-05-17245529
Plan net income in this plan year2022-05-1760284
Net assets as of the end of the plan year2022-05-171871111
Net assets as of the beginning of the plan year2022-05-171810827
Employer contributions to plan in this plan year2022-05-1746401
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-17434

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