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THE AQUINAS INSTITUTE FOR CATHOLIC LIFE AT PRINCETON UNIVERSITY INC. 401(K) PLAN 401k Plan overview

Plan NameTHE AQUINAS INSTITUTE FOR CATHOLIC LIFE AT PRINCETON UNIVERSITY INC. 401(K) PLAN
Plan identification number 001

THE AQUINAS INSTITUTE FOR CATHOLIC LIFE AT PRINCETON UNIVERSITY INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

THE AQUINAS INSTITUTE FOR CATHOLIC LIFE AT PRINCETON UNIVERSITY INC. has sponsored the creation of one or more 401k plans.

Company Name:THE AQUINAS INSTITUTE FOR CATHOLIC LIFE AT PRINCETON UNIVERSITY INC.
Employer identification number (EIN):831005620
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE AQUINAS INSTITUTE FOR CATHOLIC LIFE AT PRINCETON UNIVERSITY INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01STEPHANY TUCHEZ2023-07-21 STEPHANY TUCHEZ2023-07-21
0012021-01-01STEPHANY TUCHEZ2022-07-28 STEPHANY TUCHEZ2022-07-28
0012020-01-01STEPHANY TUCHEZ2021-06-16 STEPHANY TUCHEZ2021-06-16

Plan Statistics for THE AQUINAS INSTITUTE FOR CATHOLIC LIFE AT PRINCETON UNIVERSITY INC. 401(K) PLAN

401k plan membership statisitcs for THE AQUINAS INSTITUTE FOR CATHOLIC LIFE AT PRINCETON UNIVERSITY INC. 401(K) PLAN

Measure Date Value
2022: THE AQUINAS INSTITUTE FOR CATHOLIC LIFE AT PRINCETON UNIVERSITY INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014
Total number of active participants reported on line 7a of the Form 55002022-01-014
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-014
Number of participants with account balances2022-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE AQUINAS INSTITUTE FOR CATHOLIC LIFE AT PRINCETON UNIVERSITY INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015
Total number of active participants reported on line 7a of the Form 55002021-01-014
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-014
Number of participants with account balances2021-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE AQUINAS INSTITUTE FOR CATHOLIC LIFE AT PRINCETON UNIVERSITY INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-010
Total number of active participants reported on line 7a of the Form 55002020-01-015
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-015
Number of participants with account balances2020-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010

Financial Data on THE AQUINAS INSTITUTE FOR CATHOLIC LIFE AT PRINCETON UNIVERSITY INC. 401(K) PLAN

Measure Date Value
2022 : THE AQUINAS INSTITUTE FOR CATHOLIC LIFE AT PRINCETON UNIVERSITY INC. 401(K) PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$24,999
Expenses. Total of all expenses incurred2022-12-31$0
Benefits paid (including direct rollovers)2022-12-31$0
Total plan assets at end of year2022-12-31$44,666
Total plan assets at beginning of year2022-12-31$19,667
Value of fidelity bond covering the plan2022-12-31$10,000
Total contributions received or receivable from participants2022-12-31$19,325
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-4,177
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$24,999
Net plan assets at end of year (total assets less liabilities)2022-12-31$44,666
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$19,667
Total contributions received or receivable from employer(s)2022-12-31$9,851
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$0
2021 : THE AQUINAS INSTITUTE FOR CATHOLIC LIFE AT PRINCETON UNIVERSITY INC. 401(K) PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$0
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$35,070
Expenses. Total of all expenses incurred2021-12-31$27,078
Benefits paid (including direct rollovers)2021-12-31$27,028
Total plan assets at end of year2021-12-31$19,667
Total plan assets at beginning of year2021-12-31$11,675
Value of fidelity bond covering the plan2021-12-31$10,000
Total contributions received or receivable from participants2021-12-31$21,306
Expenses. Other expenses not covered elsewhere2021-12-31$50
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$3,313
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$7,992
Net plan assets at end of year (total assets less liabilities)2021-12-31$19,667
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$11,675
Total contributions received or receivable from employer(s)2021-12-31$10,451
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : THE AQUINAS INSTITUTE FOR CATHOLIC LIFE AT PRINCETON UNIVERSITY INC. 401(K) PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$11,675
Expenses. Total of all expenses incurred2020-12-31$0
Benefits paid (including direct rollovers)2020-12-31$0
Total plan assets at end of year2020-12-31$11,675
Total plan assets at beginning of year2020-12-31$0
Value of fidelity bond covering the plan2020-12-31$10,000
Total contributions received or receivable from participants2020-12-31$6,596
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$174
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$11,675
Net plan assets at end of year (total assets less liabilities)2020-12-31$11,675
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$0
Total contributions received or receivable from employer(s)2020-12-31$4,905
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0

Form 5500 Responses for THE AQUINAS INSTITUTE FOR CATHOLIC LIFE AT PRINCETON UNIVERSITY INC. 401(K) PLAN

2022: THE AQUINAS INSTITUTE FOR CATHOLIC LIFE AT PRINCETON UNIVERSITY INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE AQUINAS INSTITUTE FOR CATHOLIC LIFE AT PRINCETON UNIVERSITY INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE AQUINAS INSTITUTE FOR CATHOLIC LIFE AT PRINCETON UNIVERSITY INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01First time form 5500 has been submittedYes
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number146951
Policy instance 1
Insurance contract or identification number146951
Number of Individuals Covered3
Insurance policy start date2022-12-14
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $152
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $138
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number146951
Policy instance 1
Insurance contract or identification number146951
Number of Individuals Covered3
Insurance policy start date2021-12-14
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $534
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $110
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number146951
Policy instance 1
Insurance contract or identification number146951
Number of Individuals Covered4
Insurance policy start date2020-12-14
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3

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