401k Plan data: PROVIDENCE ST. MEL SCHOOL 403(B) TDA PLAN plan

PROVIDENCE ST. MEL SCHOOL 403(B) TDA PLAN 401k Plan overview

Plan Name	PROVIDENCE ST. MEL SCHOOL 403(B) TDA PLAN
Plan identification number	001

PROVIDENCE ST. MEL SCHOOL 403(B) TDA PLAN Benefits

401k Plan Type

Defined 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 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.
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

PROVIDENCE ST. MEL SCHOOL has sponsored the creation of one or more 401k plans.

Company Name: PROVIDENCE ST. MEL SCHOOL

Employer identification number (EIN): 362977187

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROVIDENCE ST. MEL SCHOOL 403(B) TDA 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 PAUL ADAMS 2021-11-11 JEANETTE BUTALA 2021-11-11
001 2019-07-01 PAUL ADAMS 2021-01-26 JEANETTE BUTALA 2021-01-19
001 2018-07-01 PAUL ADAMS 2020-02-14 MICHAEL BROGAN 2020-02-14
001 2017-07-01 ANA MARTINEZ 2019-02-11
001 2016-07-01 ANA MARTINEZ 2018-03-21
001 2015-07-01 ALISA SEMEGEN 2017-01-25
001 2014-07-01 ALISA SEMEGEN 2016-04-06
001 2013-07-01 ALISA SEMEGEN 2015-04-09
001 2012-07-01 MELISSA FENTRESS 2014-04-14
001 2011-07-01 MELISSA FENTRESS MELISSA FENTRESS 2013-01-21
001 2010-07-01 MELISSA FENTRESS MELISSA FENTRESS 2012-11-07
001 2009-07-01 MELISSA FENTRESS MELISSA FENTRESS 2012-11-07
001 2009-07-01 MELISSA FENTRESS MELISSA FENTRESS 2012-11-07

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	PAUL ADAMS	2021-11-11	JEANETTE BUTALA	2021-11-11
001	2019-07-01	PAUL ADAMS	2021-01-26	JEANETTE BUTALA	2021-01-19
001	2018-07-01	PAUL ADAMS	2020-02-14	MICHAEL BROGAN	2020-02-14
001	2017-07-01	ANA MARTINEZ	2019-02-11
001	2016-07-01	ANA MARTINEZ	2018-03-21
001	2015-07-01	ALISA SEMEGEN	2017-01-25
001	2014-07-01	ALISA SEMEGEN	2016-04-06
001	2013-07-01	ALISA SEMEGEN	2015-04-09
001	2012-07-01	MELISSA FENTRESS	2014-04-14
001	2011-07-01	MELISSA FENTRESS		MELISSA FENTRESS	2013-01-21
001	2010-07-01	MELISSA FENTRESS		MELISSA FENTRESS	2012-11-07
001	2009-07-01	MELISSA FENTRESS		MELISSA FENTRESS	2012-11-07
001	2009-07-01	MELISSA FENTRESS		MELISSA FENTRESS	2012-11-07

Plan Statistics for PROVIDENCE ST. MEL SCHOOL 403(B) TDA PLAN

401k plan membership statisitcs for PROVIDENCE ST. MEL SCHOOL 403(B) TDA PLAN

Measure Date Value
2011: PROVIDENCE ST. MEL SCHOOL 403(B) TDA PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 91
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 49
Number of other retired or separated participants entitled to future benefits 2011-07-01 39
Total of all active and inactive participants 2011-07-01 88
Total participants 2011-07-01 88
Number of participants with account balances 2011-07-01 88
2010: PROVIDENCE ST. MEL SCHOOL 403(B) TDA PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 86
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 47
Number of other retired or separated participants entitled to future benefits 2010-07-01 44
Total of all active and inactive participants 2010-07-01 91
Total participants 2010-07-01 91
Number of participants with account balances 2010-07-01 91
2009: PROVIDENCE ST. MEL SCHOOL 403(B) TDA PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 0
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 45
Number of other retired or separated participants entitled to future benefits 2009-07-01 41
Total of all active and inactive participants 2009-07-01 86
Total participants 2009-07-01 86
Number of participants with account balances 2009-07-01 86

Measure	Date	Value
2011: PROVIDENCE ST. MEL SCHOOL 403(B) TDA PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	91
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	49
Number of other retired or separated participants entitled to future benefits	2011-07-01	39
Total of all active and inactive participants	2011-07-01	88
Total participants	2011-07-01	88
Number of participants with account balances	2011-07-01	88
2010: PROVIDENCE ST. MEL SCHOOL 403(B) TDA PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	86
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	47
Number of other retired or separated participants entitled to future benefits	2010-07-01	44
Total of all active and inactive participants	2010-07-01	91
Total participants	2010-07-01	91
Number of participants with account balances	2010-07-01	91
2009: PROVIDENCE ST. MEL SCHOOL 403(B) TDA PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	0
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	45
Number of other retired or separated participants entitled to future benefits	2009-07-01	41
Total of all active and inactive participants	2009-07-01	86
Total participants	2009-07-01	86
Number of participants with account balances	2009-07-01	86

Financial Data on PROVIDENCE ST. MEL SCHOOL 403(B) TDA PLAN

Measure	Date	Value
2012 : PROVIDENCE ST. MEL SCHOOL 403(B) TDA PLAN 2012 401k financial data
Total income from all sources	2012-06-30	$138,685
Expenses. Total of all expenses incurred	2012-06-30	$53,428
Benefits paid (including direct rollovers)	2012-06-30	$53,428
Total plan assets at end of year	2012-06-30	$1,678,378
Total plan assets at beginning of year	2012-06-30	$1,593,121
Total contributions received or receivable from participants	2012-06-30	$45,560
Other income received	2012-06-30	$24,125
Net income (gross income less expenses)	2012-06-30	$85,257
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$1,678,378
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$1,593,121
Total contributions received or receivable from employer(s)	2012-06-30	$69,000
2011 : PROVIDENCE ST. MEL SCHOOL 403(B) TDA PLAN 2011 401k financial data
Total income from all sources	2011-06-30	$372,618
Expenses. Total of all expenses incurred	2011-06-30	$20,970
Benefits paid (including direct rollovers)	2011-06-30	$20,970
Total plan assets at end of year	2011-06-30	$1,593,121
Total plan assets at beginning of year	2011-06-30	$1,241,473
Total contributions received or receivable from participants	2011-06-30	$50,298
Other income received	2011-06-30	$257,820
Net income (gross income less expenses)	2011-06-30	$351,648
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$1,593,121
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$1,241,473
Total contributions received or receivable from employer(s)	2011-06-30	$64,500

Form 5500 Responses for PROVIDENCE ST. MEL SCHOOL 403(B) TDA PLAN

2011: PROVIDENCE ST. MEL SCHOOL 403(B) TDA PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: PROVIDENCE ST. MEL SCHOOL 403(B) TDA PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	Yes
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: PROVIDENCE ST. MEL SCHOOL 403(B) TDA PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	First time form 5500 has been submitted	Yes
2009-07-01	Submission has been amended	Yes
2009-07-01	This submission is the final filing	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

365731

Policy instance

Insurance contract or identification number	365731
Number of Individuals Covered	88
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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

365731

Policy instance

Insurance contract or identification number	365731
Number of Individuals Covered	91
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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:	PROVIDENCE ST. MEL SCHOOL
Employer identification number (EIN):	362977187
NAIC Classification:	611000