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ST PETERS DAY CARE 403(B) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameST PETERS DAY CARE 403(B) RETIREMENT SAVINGS PLAN
Plan identification number 002

ST PETERS DAY CARE 403(B) RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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)(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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SAINT PETERS DAY CARE has sponsored the creation of one or more 401k plans.

Company Name:SAINT PETERS DAY CARE
Employer identification number (EIN):020222228
NAIC Classification:624410
NAIC Description:Child Day Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST PETERS DAY CARE 403(B) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01CHERYL MOREAU
0022023-01-01
0022023-01-01CHERYL MOREAU
0022022-01-01
0022022-01-01CHERYL MOREAU
0022021-01-01
0022021-01-01CHERYL MOREAU
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01CHERYL MOREAU
0022016-01-01CHERYL MOREAU2018-04-20
0022015-01-01CHERYL MOREAU2016-10-13
0022014-01-01CHERYL MOREAU2015-10-15
0022013-01-01CHERYL MOREAU2014-10-13
0022012-01-01CHERYL MOREAU2013-10-11
0022011-04-01CHERYL MOREAU2012-10-04

Financial Data on ST PETERS DAY CARE 403(B) RETIREMENT SAVINGS PLAN

Measure Date Value
2023 : ST PETERS DAY CARE 403(B) RETIREMENT SAVINGS PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$212,953
Expenses. Total of all expenses incurred2023-12-31$234,865
Benefits paid (including direct rollovers)2023-12-31$236,385
Total plan assets at end of year2023-12-31$776,359
Total plan assets at beginning of year2023-12-31$798,271
Value of fidelity bond covering the plan2023-12-31$500,000
Assets. Value of tangible personal property2023-12-31$0
Total contributions received or receivable from participants2023-12-31$86,516
Assets. Value of loans (other than to participants)2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$96,217
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$-21,912
Net plan assets at end of year (total assets less liabilities)2023-12-31$776,359
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$798,271
Assets. Value of participant loans2023-12-31$13,395
Assets. Value of assets in partnership/joint-venture interests2023-12-31$0
Assets. Value of real-estate (other than employer real property)2023-12-31$0
Assets. Value of employer securities2023-12-31$0
Assets. Value of employer real property2023-12-31$0
Total contributions received or receivable from employer(s)2023-12-31$30,220
Value of certain deemed distributions of participant loans2023-12-31$-1,295
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$-225
2022 : ST PETERS DAY CARE 403(B) RETIREMENT SAVINGS PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-29,545
Expenses. Total of all expenses incurred2022-12-31$119,155
Benefits paid (including direct rollovers)2022-12-31$118,773
Total plan assets at end of year2022-12-31$798,271
Total plan assets at beginning of year2022-12-31$946,971
Value of fidelity bond covering the plan2022-12-31$500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$87,903
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-141,349
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-148,700
Net plan assets at end of year (total assets less liabilities)2022-12-31$798,271
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$946,971
Assets. Value of participant loans2022-12-31$0
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$23,901
Value of certain deemed distributions of participant loans2022-12-31$1,258
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$-876
2021 : ST PETERS DAY CARE 403(B) RETIREMENT SAVINGS PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$1
Total income from all sources2021-12-31$267,073
Expenses. Total of all expenses incurred2021-12-31$659,490
Benefits paid (including direct rollovers)2021-12-31$659,768
Total plan assets at end of year2021-12-31$946,971
Total plan assets at beginning of year2021-12-31$1,339,389
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$92,303
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$147,635
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$-392,417
Net plan assets at end of year (total assets less liabilities)2021-12-31$946,971
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$1,339,388
Assets. Value of participant loans2021-12-31$1,300
Total contributions received or receivable from employer(s)2021-12-31$27,135
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$-278
2020 : ST PETERS DAY CARE 403(B) RETIREMENT SAVINGS PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$1
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$290,706
Expenses. Total of all expenses incurred2020-12-31$4,592
Benefits paid (including direct rollovers)2020-12-31$3,750
Total plan assets at end of year2020-12-31$1,339,389
Total plan assets at beginning of year2020-12-31$1,053,274
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$108,348
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$152,444
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$286,114
Net plan assets at end of year (total assets less liabilities)2020-12-31$1,339,388
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$1,053,274
Total contributions received or receivable from employer(s)2020-12-31$29,914
Value of certain deemed distributions of participant loans2020-12-31$1,222
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$-380
2019 : ST PETERS DAY CARE 403(B) RETIREMENT SAVINGS PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$318,433
Expenses. Total of all expenses incurred2019-12-31$222,957
Benefits paid (including direct rollovers)2019-12-31$222,898
Total plan assets at end of year2019-12-31$1,053,274
Total plan assets at beginning of year2019-12-31$957,798
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$97,831
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$8,031
Other income received2019-12-31$186,783
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$95,476
Net plan assets at end of year (total assets less liabilities)2019-12-31$1,053,274
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$957,798
Total contributions received or receivable from employer(s)2019-12-31$25,788
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$59
2018 : ST PETERS DAY CARE 403(B) RETIREMENT SAVINGS PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$49,719
Expenses. Total of all expenses incurred2018-12-31$101,458
Benefits paid (including direct rollovers)2018-12-31$101,408
Total plan assets at end of year2018-12-31$957,798
Total plan assets at beginning of year2018-12-31$1,009,537
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$87,715
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-62,336
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-51,739
Net plan assets at end of year (total assets less liabilities)2018-12-31$957,798
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,009,537
Total contributions received or receivable from employer(s)2018-12-31$24,340
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$50
2017 : ST PETERS DAY CARE 403(B) RETIREMENT SAVINGS PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$225,723
Expenses. Total of all expenses incurred2017-12-31$21,594
Benefits paid (including direct rollovers)2017-12-31$21,569
Total plan assets at end of year2017-12-31$1,009,537
Total plan assets at beginning of year2017-12-31$805,408
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$28,135
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$5,857
Other income received2017-12-31$183,883
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$204,129
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,009,537
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$805,408
Total contributions received or receivable from employer(s)2017-12-31$7,848
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$25

Form 5500 Responses for ST PETERS DAY CARE 403(B) RETIREMENT SAVINGS PLAN

2023: ST PETERS DAY CARE 403(B) RETIREMENT SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ST PETERS DAY CARE 403(B) RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ST PETERS DAY CARE 403(B) RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ST PETERS DAY CARE 403(B) RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ST PETERS DAY CARE 403(B) RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ST PETERS DAY CARE 403(B) RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ST PETERS DAY CARE 403(B) RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895017 007
Policy instance 1
Insurance contract or identification number895017 007
Number of Individuals Covered20
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895017 007
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895017 007
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895017 007
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895017 007
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895017 007
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number895017
Policy instance 1

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