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THE THOMAS AND DOROTHY LEAVEY FOUNDATION 403(B) PLAN 401k Plan overview

Plan NameTHE THOMAS AND DOROTHY LEAVEY FOUNDATION 403(B) PLAN
Plan identification number 001

THE THOMAS AND DOROTHY LEAVEY FOUNDATION 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.
  • 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

THE THOMAS AND DOROTHY LEAVEY FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name:THE THOMAS AND DOROTHY LEAVEY FOUNDATION
Employer identification number (EIN):956060162
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE THOMAS AND DOROTHY LEAVEY FOUNDATION 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LOUIS CASTRUCCIO2024-07-29
0012022-01-01LOUIS CASTRUCCIO2023-07-25
0012021-01-01LOUIS CASTRUCCIO2022-07-28
0012020-01-01LOUIS CASTRUCCIO2021-07-29
0012019-01-01LOUIS CASTRUCCIO2020-07-16
0012018-01-01LOUIS CASTRUCCIO2019-07-31
0012017-01-01LOUIS CASTRUCCIO2018-07-26
0012016-01-01LOUIS CASTRUCCIO2017-07-27
0012015-01-01LOUIS CASTRUCCIO2016-08-01
0012014-01-01LOUIS CASTRUCCIO2015-07-28
0012013-01-01LOUIS CASTRUCCIO2014-08-28
0012012-01-01LOUIS CASTRUCCIO2013-07-29
0012011-01-01LOUIS CASTRUCCIO2012-10-11
0012010-01-01LOUIS CASTRUCCIO2011-08-01

Financial Data on THE THOMAS AND DOROTHY LEAVEY FOUNDATION 403(B) PLAN

Measure Date Value
2025 : THE THOMAS AND DOROTHY LEAVEY FOUNDATION 403(B) PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-07-290
Total liabilities as of the beginning of the plan year2025-07-290
Total expenses incurred by plan in this plan year2025-07-2960
Net assets as of the end of the plan year2025-07-29299965
Total assets as of the beginning of the plan year2025-07-29253017
Value of plan covered by a fidelity bond2025-07-2925302
Participant contributions to plan in this plan year2025-07-2911400
Other income to plan in this plan year2025-07-2924208
Plan net income in this plan year2025-07-2946948
Net assets as of the end of the plan year2025-07-29299965
Net assets as of the beginning of the plan year2025-07-29253017
Employer contributions to plan in this plan year2025-07-2911400
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2960
2024 : THE THOMAS AND DOROTHY LEAVEY FOUNDATION 403(B) PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-07-290
Total liabilities as of the beginning of the plan year2024-07-290
Total expenses incurred by plan in this plan year2024-07-2960
Net assets as of the end of the plan year2024-07-29253017
Total assets as of the beginning of the plan year2024-07-29200329
Value of plan covered by a fidelity bond2024-07-2920033
Participant contributions to plan in this plan year2024-07-2911400
Other income to plan in this plan year2024-07-2929948
Plan net income in this plan year2024-07-2952688
Net assets as of the end of the plan year2024-07-29253017
Net assets as of the beginning of the plan year2024-07-29200329
Employer contributions to plan in this plan year2024-07-2911400
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2960
2022 : THE THOMAS AND DOROTHY LEAVEY FOUNDATION 403(B) PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-07-280
Total liabilities as of the beginning of the plan year2022-07-280
Total expenses incurred by plan in this plan year2022-07-2860
Net assets as of the end of the plan year2022-07-28213459
Total assets as of the beginning of the plan year2022-07-28179922
Value of plan covered by a fidelity bond2022-07-2820000
Participant contributions to plan in this plan year2022-07-287700
Other income to plan in this plan year2022-07-2818197
Plan net income in this plan year2022-07-2833537
Net assets as of the end of the plan year2022-07-28213459
Net assets as of the beginning of the plan year2022-07-28179922
Employer contributions to plan in this plan year2022-07-287700
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-2860

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