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Catholic Social Services, Inc

Catholic Social Services 403(B) Retirement Plan
Form 5500 | Basic Information
Plan Information
Plan Year 01/01/2014 — 12/31/2014
Effective Date of Plan 04/01/1988
Net Assets as of 12/31/2014 $1,815,088
Plan Number 2
Plan Type Single Employer
Did the plan file for an extension of time or the DFVC Program? Yes

Participant Information as of 12/31/2014
Total 66
Total number of participants as of 01/01/2014 69
Number of participants with account balances 42

Financial Information as of 12/31/2014
Total Assets (EOY) $1,815,088
Total Liabilities (EOY) $0
Net Assets (EOY) $1,815,088
Financial Information as of 01/01/2014
Total Assets (BOY) $1,770,551
Total Liabilities (BOY) $0
Net Assets (BOY) $1,770,551
Cash from Employers $33,861
Cash from Participants $89,231
Others (including rollovers) $248
Other Income $103,918
Total Income $227,258
Net Income $44,537
Total Benefit Payments $172,438
Corrective Distributions $0
Administrative Service Providers $10,283
Other Expenses $0
Total Expenses $182,721
Total Transfers $0
Plan Sponsor Information
Address 197 East Gay Street
Columbus, OH 43215
Telephone (614) 857-1223
EIN 31-4379437
Industry Code 624100
Named Administrator Rachel Lustig

Benefits Provided Under the Plan
Code Benefit Description
2F ERISA section 404(c) Plan This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
2G 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.
2M Code section 403(b)(7) accounts A 403(b)(7) plan is a tax-deferred retirement plan often available to employees of public schools or non-profit organizations.
2S Automatic Enrollment Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
2T Participant-directed Account Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
3D 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.

Question   Answer Amount
1. During the plan year did the employer fail to transmit to the plan any participant contributions within the time period described in 29 CFT 2510.3-102? No  
2. Were there any nonexempt transactions with any party-in-interest? No  
3. Was this plan covered by a fidelity bond? Yes $200,000
4. Did the plan have a loss, whether or not reimbursed by the plan's fidelity bond, that was caused by fraud or dishonesty? No  
5. Were all the plan assets either distributed to participants or beneficiaries, transferred to another plan, or brought under the control of the PBGC? No  
6. Has the plan failed to provide any benefit when due under the plan? No  
7. If this is an individual account plan, was there a blackout period? No  
8. If there was a blackout period, have you either provided the required notice or one of the exceptions to providing the notice applied under 29 CFR 2520.101-3?