401k Plan data: WESTERN CATHOLIC UNION 401(K) PLAN plan

WESTERN CATHOLIC UNION 401(K) PLAN 401k Plan overview

Plan Name	WESTERN CATHOLIC UNION 401(K) PLAN
Plan identification number	002

WESTERN CATHOLIC UNION 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

WESTERN CATHOLIC UNION has sponsored the creation of one or more 401k plans.

Company Name: WESTERN CATHOLIC UNION

Employer identification number (EIN): 370580740

NAIC Classification: 524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTERN CATHOLIC UNION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 SHERRI SCHAEFER 2024-07-31
002 2022-01-01 SHERRI SCHAEFER 2023-08-15
002 2021-01-01 SHERRI SCHAEFER 2022-07-20
002 2020-01-01 SHERRI SCHAEFER 2021-08-10
002 2019-01-01 KENT D. STEGEMAN 2020-06-30
002 2018-01-01 KENT D. STEGEMAN 2019-06-04
002 2017-01-01 KENT D. STEGEMAN 2018-07-23
002 2016-01-01 KENT D. STEGEMAN 2017-06-14
002 2015-01-01 KENT D. STEGEMAN 2016-07-19
002 2014-01-01 KENT D. STEGEMAN 2015-06-29
002 2013-01-01 KENT D. STEGEMAN 2014-07-29
002 2012-01-01 KENT D. STEGEMAN 2013-07-25
002 2011-01-01 KENT D. STEGEMAN 2012-08-13
002 2010-01-01 KENT D. STEGEMAN 2011-06-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	SHERRI SCHAEFER	2024-07-31
002	2022-01-01	SHERRI SCHAEFER	2023-08-15
002	2021-01-01	SHERRI SCHAEFER	2022-07-20
002	2020-01-01	SHERRI SCHAEFER	2021-08-10
002	2019-01-01	KENT D. STEGEMAN	2020-06-30
002	2018-01-01	KENT D. STEGEMAN	2019-06-04
002	2017-01-01	KENT D. STEGEMAN	2018-07-23
002	2016-01-01	KENT D. STEGEMAN	2017-06-14
002	2015-01-01	KENT D. STEGEMAN	2016-07-19
002	2014-01-01	KENT D. STEGEMAN	2015-06-29
002	2013-01-01	KENT D. STEGEMAN	2014-07-29
002	2012-01-01	KENT D. STEGEMAN	2013-07-25
002	2011-01-01	KENT D. STEGEMAN	2012-08-13
002	2010-01-01	KENT D. STEGEMAN	2011-06-22

Financial Data on WESTERN CATHOLIC UNION 401(K) PLAN

Measure	Date	Value
2025 : WESTERN CATHOLIC UNION 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-07-22	0
Total liabilities as of the end of the plan year	2025-07-22	0
Total liabilities as of the beginning of the plan year	2025-07-22	0
Total expenses incurred by plan in this plan year	2025-07-22	9929
Net assets as of the end of the plan year	2025-07-22	1367205
Total assets as of the beginning of the plan year	2025-07-22	1078583
Value of plan covered by a fidelity bond	2025-07-22	2000000
Participant contributions to plan in this plan year	2025-07-22	49547
Value of participant loans at end of plan year	2025-07-22	5368
Other expenses paid from plan in this plan year	2025-07-22	0
Other contributions to plan in this plan year	2025-07-22	62614
Other income to plan in this plan year	2025-07-22	154273
Plan net income in this plan year	2025-07-22	288622
Net assets as of the end of the plan year	2025-07-22	1367205
Net assets as of the beginning of the plan year	2025-07-22	1078583
Employer contributions to plan in this plan year	2025-07-22	32117
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-22	100
2024 : WESTERN CATHOLIC UNION 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-07-31	0
Total liabilities as of the end of the plan year	2024-07-31	0
Total liabilities as of the beginning of the plan year	2024-07-31	0
Total expenses incurred by plan in this plan year	2024-07-31	147586
Net assets as of the end of the plan year	2024-07-31	1078583
Total assets as of the beginning of the plan year	2024-07-31	976868
Value of plan covered by a fidelity bond	2024-07-31	2000000
Participant contributions to plan in this plan year	2024-07-31	47928
Value of participant loans at end of plan year	2024-07-31	8951
Other expenses paid from plan in this plan year	2024-07-31	0
Other contributions to plan in this plan year	2024-07-31	0
Other income to plan in this plan year	2024-07-31	169773
Plan net income in this plan year	2024-07-31	101715
Net assets as of the end of the plan year	2024-07-31	1078583
Net assets as of the beginning of the plan year	2024-07-31	976868
Employer contributions to plan in this plan year	2024-07-31	31600
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-31	275

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Company Name:	WESTERN CATHOLIC UNION
Employer identification number (EIN):	370580740
NAIC Classification:	524140