401k Plan data: VANGUARD FIDUCIARY plan

VANGUARD FIDUCIARY 401k Plan overview

Plan Name	VANGUARD FIDUCIARY
Plan identification number	004

VANGUARD FIDUCIARY Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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)(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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

RESEARCH FOR BETTER SCHOOLS, INC. has sponsored the creation of one or more 401k plans.

Company Name: RESEARCH FOR BETTER SCHOOLS, INC.

Employer identification number (EIN): 236411869

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VANGUARD FIDUCIARY

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2023-01-01
004 2022-01-01
004 2021-01-01
004 2020-01-01
004 2019-01-01
004 2018-01-01
004 2017-01-01
004 2016-01-01
004 2015-01-01 KEITH KERSHNER
004 2014-01-01 KEITH KERSHNER
004 2013-01-01 KEITH KERSHNER
004 2012-01-01 LERON BROWN
004 2011-01-01 LERON BROWN
004 2009-01-01 LERON BROWN
004 2008-12-01

Plan Statistics for VANGUARD FIDUCIARY

401k plan membership statisitcs for VANGUARD FIDUCIARY

Measure Date Value
2015: VANGUARD FIDUCIARY 2015 401k membership
Total participants, beginning-of-year 2015-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 6
Number of retired or separated participants receiving benefits 2015-01-01 5
Number of other retired or separated participants entitled to future benefits 2015-01-01 10
Total of all active and inactive participants 2015-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 21
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: VANGUARD FIDUCIARY 2014 401k membership
Total participants, beginning-of-year 2014-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Number of retired or separated participants receiving benefits 2014-01-01 5
Number of other retired or separated participants entitled to future benefits 2014-01-01 10
Total of all active and inactive participants 2014-01-01 19
Total participants 2014-01-01 19
2013: VANGUARD FIDUCIARY 2013 401k membership
Total participants, beginning-of-year 2013-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Number of other retired or separated participants entitled to future benefits 2013-01-01 13
Total of all active and inactive participants 2013-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 19
2012: VANGUARD FIDUCIARY 2012 401k membership
Total participants, beginning-of-year 2012-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 6
Number of other retired or separated participants entitled to future benefits 2012-01-01 13
Total of all active and inactive participants 2012-01-01 19
Total participants 2012-01-01 19
2011: VANGUARD FIDUCIARY 2011 401k membership
Total participants, beginning-of-year 2011-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 6
Number of other retired or separated participants entitled to future benefits 2011-01-01 13
Total of all active and inactive participants 2011-01-01 19
Total participants 2011-01-01 19
2009: VANGUARD FIDUCIARY 2009 401k membership
Total participants, beginning-of-year 2009-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Number of other retired or separated participants entitled to future benefits 2009-01-01 13
Total of all active and inactive participants 2009-01-01 18
Total participants 2009-01-01 18

Measure	Date	Value
2015: VANGUARD FIDUCIARY 2015 401k membership
Total participants, beginning-of-year	2015-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	6
Number of retired or separated participants receiving benefits	2015-01-01	5
Number of other retired or separated participants entitled to future benefits	2015-01-01	10
Total of all active and inactive participants	2015-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	21
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: VANGUARD FIDUCIARY 2014 401k membership
Total participants, beginning-of-year	2014-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Number of retired or separated participants receiving benefits	2014-01-01	5
Number of other retired or separated participants entitled to future benefits	2014-01-01	10
Total of all active and inactive participants	2014-01-01	19
Total participants	2014-01-01	19
2013: VANGUARD FIDUCIARY 2013 401k membership
Total participants, beginning-of-year	2013-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Number of other retired or separated participants entitled to future benefits	2013-01-01	13
Total of all active and inactive participants	2013-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	19
2012: VANGUARD FIDUCIARY 2012 401k membership
Total participants, beginning-of-year	2012-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	6
Number of other retired or separated participants entitled to future benefits	2012-01-01	13
Total of all active and inactive participants	2012-01-01	19
Total participants	2012-01-01	19
2011: VANGUARD FIDUCIARY 2011 401k membership
Total participants, beginning-of-year	2011-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	6
Number of other retired or separated participants entitled to future benefits	2011-01-01	13
Total of all active and inactive participants	2011-01-01	19
Total participants	2011-01-01	19
2009: VANGUARD FIDUCIARY 2009 401k membership
Total participants, beginning-of-year	2009-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Number of other retired or separated participants entitled to future benefits	2009-01-01	13
Total of all active and inactive participants	2009-01-01	18
Total participants	2009-01-01	18

Financial Data on VANGUARD FIDUCIARY

Measure	Date	Value
2015 : VANGUARD FIDUCIARY 2015 401k financial data
Total income from all sources	2015-12-31	$63,678
Expenses. Total of all expenses incurred	2015-12-31	$115,151
Benefits paid (including direct rollovers)	2015-12-31	$114,596
Total plan assets at end of year	2015-12-31	$2,912,612
Total plan assets at beginning of year	2015-12-31	$2,964,085
Total contributions received or receivable from participants	2015-12-31	$5,400
Other income received	2015-12-31	$5,989
Net income (gross income less expenses)	2015-12-31	$-51,473
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,912,612
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,964,085
Total contributions received or receivable from employer(s)	2015-12-31	$52,289
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$555
2014 : VANGUARD FIDUCIARY 2014 401k financial data
Total income from all sources	2014-12-31	$264,681
Expenses. Total of all expenses incurred	2014-12-31	$122,066
Benefits paid (including direct rollovers)	2014-12-31	$121,646
Total plan assets at end of year	2014-12-31	$2,964,085
Total plan assets at beginning of year	2014-12-31	$2,821,470
Total contributions received or receivable from participants	2014-12-31	$8,000
Other income received	2014-12-31	$217,128
Net income (gross income less expenses)	2014-12-31	$142,615
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,964,085
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,821,470
Total contributions received or receivable from employer(s)	2014-12-31	$39,553
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$420
2013 : VANGUARD FIDUCIARY 2013 401k financial data
Total income from all sources	2013-12-31	$585,247
Expenses. Total of all expenses incurred	2013-12-31	$366,310
Benefits paid (including direct rollovers)	2013-12-31	$365,950
Total plan assets at end of year	2013-12-31	$2,821,470
Total plan assets at beginning of year	2013-12-31	$2,602,533
Total contributions received or receivable from participants	2013-12-31	$9,950
Other income received	2013-12-31	$542,139
Net income (gross income less expenses)	2013-12-31	$218,937
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,821,470
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,602,533
Total contributions received or receivable from employer(s)	2013-12-31	$33,158
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$360
2012 : VANGUARD FIDUCIARY 2012 401k financial data
Total plan assets at end of year	2012-12-31	$2,602,533
Total plan assets at beginning of year	2012-12-31	$2,489,833
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,602,533
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,489,833
2011 : VANGUARD FIDUCIARY 2011 401k financial data
Total plan assets at end of year	2011-12-31	$2,489,833
Total plan assets at beginning of year	2011-12-31	$2,441,810
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,489,833
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,441,810
2010 : VANGUARD FIDUCIARY 2010 401k financial data
Total plan assets at end of year	2010-12-31	$2,441,810
Total plan assets at beginning of year	2010-12-31	$2,555,005
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,441,810
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,555,005

Form 5500 Responses for VANGUARD FIDUCIARY

2015: VANGUARD FIDUCIARY 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: VANGUARD FIDUCIARY 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: VANGUARD FIDUCIARY 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: VANGUARD FIDUCIARY 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	First time form 5500 has been submitted	Yes
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: VANGUARD FIDUCIARY 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	First time form 5500 has been submitted	Yes
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: VANGUARD FIDUCIARY 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2008: VANGUARD FIDUCIARY 2008 form 5500 responses
2008-12-01	Type of plan entity	Single employer plan
2008-12-01	Submission has been amended	No
2008-12-01	This submission is the final filing	No
2008-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-12-01	Plan is a collectively bargained plan	No

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Company Name:	RESEARCH FOR BETTER SCHOOLS, INC.
Employer identification number (EIN):	236411869
NAIC Classification:	611000

Plan id#	Filing Submission Date	Name of Administrator
004	2023-01-01
004	2022-01-01
004	2021-01-01
004	2020-01-01
004	2019-01-01
004	2018-01-01
004	2017-01-01
004	2016-01-01
004	2015-01-01	KEITH KERSHNER
004	2014-01-01	KEITH KERSHNER
004	2013-01-01	KEITH KERSHNER
004	2012-01-01	LERON BROWN
004	2011-01-01	LERON BROWN
004	2009-01-01	LERON BROWN
004	2008-12-01