401k Plan data: ESCUELA DEL SOL MONTESSORI 403B PLAN plan

ESCUELA DEL SOL MONTESSORI 403B PLAN 401k Plan overview

Plan Name	ESCUELA DEL SOL MONTESSORI 403B PLAN
Plan identification number	003

ESCUELA DEL SOL MONTESSORI 403B PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

ESCUELA DEL SOL MONTESSORI 403B PLAN has sponsored the creation of one or more 401k plans.

Company Name: ESCUELA DEL SOL MONTESSORI 403B PLAN

Employer identification number (EIN): 237088029

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ESCUELA DEL SOL MONTESSORI 403B PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-08-01 KATE CHAVEZ 2024-05-16
003 2021-08-01 JODIE MARTINEZ 2023-07-21
003 2020-08-01 JODIE MARTINEZ 2022-01-26
003 2019-08-01 JODIE MARTINEZ 2021-03-02
003 2018-08-01 JODIE MARTINEZ 2020-02-26
003 2017-08-01 CHRIS LOSS 2019-02-06
003 2017-08-01 CHRIS LOSS 2019-02-07
003 2016-08-01 CHRIS LOSS 2018-01-09 CHRIS LOSS 2018-01-09
003 2015-08-01 CHRIS LOSS 2017-02-02 CHRIS LOSS 2017-02-02
003 2014-08-01 CHRIS LOSS 2016-02-05 CHRIS LOSS 2016-02-05
003 2013-08-01 CHRIS LOSS 2015-02-10 CHRIS LOSS 2015-02-10
003 2012-08-01 CHRIS LOSS 2014-01-28 CHRIS LOSS 2014-01-28
003 2011-08-01 CHRIS LOSS 2013-02-05 CHRIS LOSS 2013-02-05
003 2010-08-01 CHRIS LOSS 2012-02-08 CHRIS LOSS 2012-02-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-08-01	KATE CHAVEZ	2024-05-16
003	2021-08-01	JODIE MARTINEZ	2023-07-21
003	2020-08-01	JODIE MARTINEZ	2022-01-26
003	2019-08-01	JODIE MARTINEZ	2021-03-02
003	2018-08-01	JODIE MARTINEZ	2020-02-26
003	2017-08-01	CHRIS LOSS	2019-02-06
003	2017-08-01	CHRIS LOSS	2019-02-07
003	2016-08-01	CHRIS LOSS	2018-01-09	CHRIS LOSS	2018-01-09
003	2015-08-01	CHRIS LOSS	2017-02-02	CHRIS LOSS	2017-02-02
003	2014-08-01	CHRIS LOSS	2016-02-05	CHRIS LOSS	2016-02-05
003	2013-08-01	CHRIS LOSS	2015-02-10	CHRIS LOSS	2015-02-10
003	2012-08-01	CHRIS LOSS	2014-01-28	CHRIS LOSS	2014-01-28
003	2011-08-01	CHRIS LOSS	2013-02-05	CHRIS LOSS	2013-02-05
003	2010-08-01	CHRIS LOSS	2012-02-08	CHRIS LOSS	2012-02-08

Potentially related plans

ESCUELA DEL RIO 401(K) PLAN [EIN = 953041199]

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Company Name:	ESCUELA DEL SOL MONTESSORI 403B PLAN
Employer identification number (EIN):	237088029
NAIC Classification:	611000