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CATHOLICS FOR CHOICE 403 (B) TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameCATHOLICS FOR CHOICE 403 (B) TAX DEFERRED ANNUITY PLAN
Plan identification number 001

CATHOLICS FOR CHOICE 403 (B) TAX DEFERRED ANNUITY PLAN 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).
  • 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.
  • 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

CATHOLICS FOR CHOICE has sponsored the creation of one or more 401k plans.

Company Name:CATHOLICS FOR CHOICE
Employer identification number (EIN):521154418
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CATHOLICS FOR CHOICE 403 (B) TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CHRISTOPHER WIMBUSH2024-10-10
0012022-01-01JAMIE MANSON2023-06-26
0012021-01-01JAMIE MANSON2022-07-07
0012020-01-01JAMIE MANSON2021-07-20
0012019-01-01SARA HUTCHINSON RATCLIFFE2020-10-08
0012018-01-01JON O'BRIEN2019-09-04
0012017-01-01JON O'BRIEN2018-07-25
0012016-01-01JON O'BRIEN2017-06-27
0012015-01-01JON O'BRIEN2016-07-27
0012014-01-01JON O'BRIEN2015-07-22
0012013-01-01SARA MORELLO2014-07-23
0012012-01-01SARA MORELLO2013-07-16 SARA MORELLO2013-07-16
0012011-01-01SARA MORELLO2012-07-27
0012010-01-01SARA MORELLO2011-09-29

Financial Data on CATHOLICS FOR CHOICE 403 (B) TAX DEFERRED ANNUITY PLAN

Measure Date Value
2025 : CATHOLICS FOR CHOICE 403 (B) TAX DEFERRED ANNUITY PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-281847431
Net assets as of the end of the plan year2025-07-28616085
Total assets as of the beginning of the plan year2025-07-282155019
Value of plan covered by a fidelity bond2025-07-28250000
Participant contributions to plan in this plan year2025-07-28104569
Other contributions to plan in this plan year2025-07-2844352
Other income to plan in this plan year2025-07-2843370
Plan net income in this plan year2025-07-28-1538934
Net assets as of the end of the plan year2025-07-28616085
Net assets as of the beginning of the plan year2025-07-282155019
Employer contributions to plan in this plan year2025-07-28116206
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-28923
2024 : CATHOLICS FOR CHOICE 403 (B) TAX DEFERRED ANNUITY PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-10372142
Net assets as of the end of the plan year2024-10-102155019
Total assets as of the beginning of the plan year2024-10-102179872
Value of plan covered by a fidelity bond2024-10-10250000
Participant contributions to plan in this plan year2024-10-1053017
Value of participant loans at end of plan year2024-10-1036212
Other income to plan in this plan year2024-10-10246897
Plan net income in this plan year2024-10-10-24853
Net assets as of the end of the plan year2024-10-102155019
Net assets as of the beginning of the plan year2024-10-102179872
Employer contributions to plan in this plan year2024-10-1047375
Fees paid to broker by Benefit Provider2024-10-108197
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-101808
2022 : CATHOLICS FOR CHOICE 403 (B) TAX DEFERRED ANNUITY PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-07238026
Net assets as of the end of the plan year2022-07-072389397
Total assets as of the beginning of the plan year2022-07-072270832
Value of plan covered by a fidelity bond2022-07-07250000
Participant contributions to plan in this plan year2022-07-0740831
Value of participant loans at end of plan year2022-07-0774947
Other income to plan in this plan year2022-07-07282582
Plan net income in this plan year2022-07-07118565
Net assets as of the end of the plan year2022-07-072389397
Net assets as of the beginning of the plan year2022-07-072270832
Employer contributions to plan in this plan year2022-07-0733178
Fees paid to broker by Benefit Provider2022-07-077177
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-071575

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