401k Plan data: LAUDHOLM TRUST DEFINED CONTRIBUTION RETIREMENT PLAN plan

LAUDHOLM TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan Name	LAUDHOLM TRUST DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number	001

LAUDHOLM TRUST DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

LAUDHOLM TRUST has sponsored the creation of one or more 401k plans.

Company Name: LAUDHOLM TRUST

Employer identification number (EIN): 010380763

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAUDHOLM TRUST DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01 JEFFREY M. RAAB 2022-05-26
001 2017-07-01
001 2016-07-01
001 2016-07-01
001 2015-07-01 TRACY KAY 2017-01-13 TRACY KAY 2017-01-13
001 2014-07-01 TRACY KAY 2016-01-19 TRACY KAY 2016-01-19
001 2013-07-01 TRACY KAY 2015-01-20 TRACY KAY 2015-01-20
001 2012-07-01 TRACY KAY 2014-01-27 TRACY KAY 2014-01-27
001 2011-07-01 TRACY KAY 2013-01-02 TRACY KAY 2013-01-02
001 2010-07-01 TRACY KAY 2012-01-27 TRACY KAY 2012-01-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-07-01
001	2021-07-01
001	2020-07-01
001	2019-07-01
001	2018-07-01	JEFFREY M. RAAB	2022-05-26
001	2017-07-01
001	2016-07-01
001	2016-07-01
001	2015-07-01	TRACY KAY	2017-01-13	TRACY KAY	2017-01-13
001	2014-07-01	TRACY KAY	2016-01-19	TRACY KAY	2016-01-19
001	2013-07-01	TRACY KAY	2015-01-20	TRACY KAY	2015-01-20
001	2012-07-01	TRACY KAY	2014-01-27	TRACY KAY	2014-01-27
001	2011-07-01	TRACY KAY	2013-01-02	TRACY KAY	2013-01-02
001	2010-07-01	TRACY KAY	2012-01-27	TRACY KAY	2012-01-27

Plan Statistics for LAUDHOLM TRUST DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for LAUDHOLM TRUST DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2019: LAUDHOLM TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 4
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 2
Total of all active and inactive participants 2019-07-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
2018: LAUDHOLM TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 6
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 4
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 2
Total of all active and inactive participants 2018-07-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 0

Measure	Date	Value
2019: LAUDHOLM TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	4
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	2
Total of all active and inactive participants	2019-07-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
2018: LAUDHOLM TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	6
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	4
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	2
Total of all active and inactive participants	2018-07-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	0

Financial Data on LAUDHOLM TRUST DEFINED CONTRIBUTION RETIREMENT PLAN

Measure	Date	Value
2020 : LAUDHOLM TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-06-30	$127,163
Expenses. Total of all expenses incurred	2020-06-30	$492,167
Benefits paid (including direct rollovers)	2020-06-30	$492,167
Total plan assets at end of year	2020-06-30	$1,107,025
Total plan assets at beginning of year	2020-06-30	$1,472,029
Total contributions received or receivable from participants	2020-06-30	$29,558
Other income received	2020-06-30	$85,716
Net income (gross income less expenses)	2020-06-30	$-365,004
Net plan assets at end of year (total assets less liabilities)	2020-06-30	$1,107,025
Net plan assets at beginning of year (total assets less liabilities)	2020-06-30	$1,472,029
Total contributions received or receivable from employer(s)	2020-06-30	$11,889
2019 : LAUDHOLM TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-06-30	$121,556
Total plan assets at end of year	2019-06-30	$1,472,029
Total plan assets at beginning of year	2019-06-30	$1,350,473
Total contributions received or receivable from participants	2019-06-30	$28,683
Other income received	2019-06-30	$81,077
Net income (gross income less expenses)	2019-06-30	$121,556
Net plan assets at end of year (total assets less liabilities)	2019-06-30	$1,472,029
Net plan assets at beginning of year (total assets less liabilities)	2019-06-30	$1,350,473
Total contributions received or receivable from employer(s)	2019-06-30	$11,796

Form 5500 Responses for LAUDHOLM TRUST DEFINED CONTRIBUTION RETIREMENT PLAN

2019: LAUDHOLM TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: LAUDHOLM TRUST DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

386869

Policy instance

Insurance contract or identification number	386869
Number of Individuals Covered	6
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

386869

Policy instance

Insurance contract or identification number	386869
Number of Individuals Covered	6
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	LAUDHOLM TRUST
Employer identification number (EIN):	010380763
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations