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| Plan Name | WHITE MOUNTAIN SCHOOL TAX-DEFERRED ANNUITY PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | THE WHITE MOUNTAIN SCHOOL |
| Employer identification number (EIN): | 020222221 |
| NAIC Classification: | 611000 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2012-01-01 | KAREN FOSS | 2013-07-23 | ||
| 002 | 2011-01-01 | KAREN FOSS | 2013-07-24 | ||
| 002 | 2010-01-01 | KAREN FOSS | 2013-07-23 | ||
| 002 | 2009-01-01 | KAREN FOSS | |||
| 002 | 2009-01-01 | KAREM FOSS |
| Measure | Date | Value |
|---|---|---|
| 2009: WHITE MOUNTAIN SCHOOL TAX-DEFERRED ANNUITY PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 2 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 2 |
| Total participants | 2009-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 17 |
| Number of participants with account balances | 2009-01-01 | 21 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2010 : WHITE MOUNTAIN SCHOOL TAX-DEFERRED ANNUITY PLAN 2010 401k financial data | ||
| Total income from all sources | 2010-12-31 | $93,903 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $6,099 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $4,252 |
| Total plan assets at end of year | 2010-12-31 | $404,077 |
| Total plan assets at beginning of year | 2010-12-31 | $316,273 |
| Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $51,660 |
| Other income received | 2010-12-31 | $42,243 |
| Net income (gross income less expenses) | 2010-12-31 | $87,804 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $404,077 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $316,273 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $1,847 |
| 2009: WHITE MOUNTAIN SCHOOL TAX-DEFERRED ANNUITY PLAN 2009 form 5500 responses | ||
|---|---|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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