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CHARLES SETTLEMENT HOUSE 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameCHARLES SETTLEMENT HOUSE 401 K PROFIT SHARING PLAN TRUST
Plan identification number 002

CHARLES SETTLEMENT HOUSE 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

CHARLES SETTLEMENT HOUSE has sponsored the creation of one or more 401k plans.

Company Name:CHARLES SETTLEMENT HOUSE
Employer identification number (EIN):160868128
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHARLES SETTLEMENT HOUSE 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01KRISTIN SMITH2024-04-15
0022022-01-01TINA MCCUE2023-04-19
0022021-01-01TINA MCCUE2022-07-06
0022020-01-01DEBORAH A. GAGLIANO2021-04-05
0022019-01-01DEBORAH A GAGLIANO2020-04-08
0022018-01-01SCOTT C BENJAMIN2019-04-08
0022017-01-01SCOTT C. BENJAMIN2018-06-28
0022016-01-01SCOTT BENJAMIN2017-06-20
0022015-01-01SCOTT BENJAMIN2016-06-27
0022014-01-01SCOTT BENJAMIN2015-05-28
0022013-01-01SCOTT BENJAMIN2014-05-01
0022012-01-01CHARLES SETTLEMENT HOUSE2013-06-26
0022011-01-01CHARLES SETTLEMENT HOUSE2012-07-02
0022010-01-01CHARLES SETTLEMENT HOUSE2011-05-23

Plan Statistics for CHARLES SETTLEMENT HOUSE 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for CHARLES SETTLEMENT HOUSE 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025: CHARLES SETTLEMENT HOUSE 401 K PROFIT SHARING PLAN TRUST 2025 401k membership
Total number of particpants at beginning of year2025-07-1115
Total number of particpants at end of year2025-07-1114
Number of Participants With Account Balances2025-07-1112
2024: CHARLES SETTLEMENT HOUSE 401 K PROFIT SHARING PLAN TRUST 2024 401k membership
Total number of particpants at beginning of year2024-04-1518
Total number of particpants at end of year2024-04-1517
Number of Participants With Account Balances2024-04-1512
2022: CHARLES SETTLEMENT HOUSE 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total number of particpants at beginning of year2022-07-0618
Total number of particpants at end of year2022-07-0617
Number of Participants With Account Balances2022-07-0612

Financial Data on CHARLES SETTLEMENT HOUSE 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : CHARLES SETTLEMENT HOUSE 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-110
Total liabilities as of the end of the plan year2025-07-110
Total liabilities as of the beginning of the plan year2025-07-110
Total expenses incurred by plan in this plan year2025-07-112359
Net assets as of the end of the plan year2025-07-11332284
Total assets as of the beginning of the plan year2025-07-11284876
Value of plan covered by a fidelity bond2025-07-1150000
Participant contributions to plan in this plan year2025-07-119429
Value of participant loans at end of plan year2025-07-111531
Other expenses paid from plan in this plan year2025-07-110
Other contributions to plan in this plan year2025-07-110
Other income to plan in this plan year2025-07-1140338
Plan net income in this plan year2025-07-1147408
Net assets as of the end of the plan year2025-07-11332284
Net assets as of the beginning of the plan year2025-07-11284876
Employer contributions to plan in this plan year2025-07-110
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-112359
2024 : CHARLES SETTLEMENT HOUSE 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-150
Total liabilities as of the end of the plan year2024-04-150
Total liabilities as of the beginning of the plan year2024-04-150
Total expenses incurred by plan in this plan year2024-04-151931
Net assets as of the end of the plan year2024-04-15284876
Total assets as of the beginning of the plan year2024-04-15237792
Value of plan covered by a fidelity bond2024-04-1550000
Participant contributions to plan in this plan year2024-04-1510388
Value of participant loans at end of plan year2024-04-152629
Other expenses paid from plan in this plan year2024-04-150
Other contributions to plan in this plan year2024-04-150
Other income to plan in this plan year2024-04-1538627
Plan net income in this plan year2024-04-1547084
Net assets as of the end of the plan year2024-04-15284876
Net assets as of the beginning of the plan year2024-04-15237792
Employer contributions to plan in this plan year2024-04-150
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-151931
2022 : CHARLES SETTLEMENT HOUSE 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-060
Total liabilities as of the end of the plan year2022-07-060
Total liabilities as of the beginning of the plan year2022-07-060
Total expenses incurred by plan in this plan year2022-07-06368008
Net assets as of the end of the plan year2022-07-06273892
Total assets as of the beginning of the plan year2022-07-06597665
Value of plan covered by a fidelity bond2022-07-0659767
Participant contributions to plan in this plan year2022-07-066767
Value of participant loans at end of plan year2022-07-065017
Other expenses paid from plan in this plan year2022-07-060
Other contributions to plan in this plan year2022-07-060
Other income to plan in this plan year2022-07-0637468
Plan net income in this plan year2022-07-06-323773
Net assets as of the end of the plan year2022-07-06273892
Net assets as of the beginning of the plan year2022-07-06597665
Employer contributions to plan in this plan year2022-07-060
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-062279

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