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CATHOLIC ASSOCIATION OF FORESTERS EMPLOYEES' RETIREMENT PLAN 401k Plan overview

Plan NameCATHOLIC ASSOCIATION OF FORESTERS EMPLOYEES' RETIREMENT PLAN
Plan identification number 001

CATHOLIC ASSOCIATION OF FORESTERS EMPLOYEES' RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

CATHOLIC ASSOCIATION OF FORESTERS has sponsored the creation of one or more 401k plans.

Company Name:CATHOLIC ASSOCIATION OF FORESTERS
Employer identification number (EIN):041589950
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CATHOLIC ASSOCIATION OF FORESTERS EMPLOYEES' RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01JOHN F ANDERSON JR2013-09-27 JOHN F ANDERSON JR2013-09-27
0012011-01-01JOHN F ANDERSON JR2012-10-01 JOHN F ANDERSON JR2012-10-01
0012010-01-01JOHN F ANDERSON JR2011-10-28 JOHN F ANDERSON JR2011-10-28

Financial Data on CATHOLIC ASSOCIATION OF FORESTERS EMPLOYEES' RETIREMENT PLAN

Measure Date Value
2025 : CATHOLIC ASSOCIATION OF FORESTERS EMPLOYEES' RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-2462922
Net assets as of the end of the plan year2025-09-24817359
Total assets as of the beginning of the plan year2025-09-24806978
Value of plan covered by a fidelity bond2025-09-24125000
Participant contributions to plan in this plan year2025-09-240
Other expenses paid from plan in this plan year2025-09-240
Other income to plan in this plan year2025-09-2433799
Plan net income in this plan year2025-09-2410381
Net assets as of the end of the plan year2025-09-24817359
Net assets as of the beginning of the plan year2025-09-24806978
Employer contributions to plan in this plan year2025-09-2439504
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-240
2024 : CATHOLIC ASSOCIATION OF FORESTERS EMPLOYEES' RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-2376131
Net assets as of the end of the plan year2024-09-23806978
Total assets as of the beginning of the plan year2024-09-23926858
Value of plan covered by a fidelity bond2024-09-23125000
Participant contributions to plan in this plan year2024-09-230
Other expenses paid from plan in this plan year2024-09-230
Other contributions to plan in this plan year2024-09-230
Other income to plan in this plan year2024-09-23-44809
Plan net income in this plan year2024-09-23-119880
Net assets as of the end of the plan year2024-09-23806978
Net assets as of the beginning of the plan year2024-09-23926858
Employer contributions to plan in this plan year2024-09-231060
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-230
2022 : CATHOLIC ASSOCIATION OF FORESTERS EMPLOYEES' RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-1282463
Net assets as of the end of the plan year2022-10-12948258
Total assets as of the beginning of the plan year2022-10-12971327
Value of plan covered by a fidelity bond2022-10-12125000
Participant contributions to plan in this plan year2022-10-120
Other expenses paid from plan in this plan year2022-10-120
Other income to plan in this plan year2022-10-1244534
Plan net income in this plan year2022-10-12-23069
Net assets as of the end of the plan year2022-10-12948258
Net assets as of the beginning of the plan year2022-10-12971327
Employer contributions to plan in this plan year2022-10-1214860
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-120

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