401k Plan data: MONTESSORI ACADEMY AT EDISON LAKES TAX DEFERRED PLAN plan

MONTESSORI ACADEMY AT EDISON LAKES TAX DEFERRED PLAN 401k Plan overview

Plan Name	MONTESSORI ACADEMY AT EDISON LAKES TAX DEFERRED PLAN
Plan identification number	004

MONTESSORI ACADEMY AT EDISON LAKES TAX DEFERRED PLAN 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 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.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
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.
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

MONTESSORI ACADEMY AT EDISON has sponsored the creation of one or more 401k plans.

Company Name: MONTESSORI ACADEMY AT EDISON

Employer identification number (EIN): 237092572

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONTESSORI ACADEMY AT EDISON LAKES TAX DEFERRED PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2015-01-01
004 2014-01-01 DEBORAH DRENDALL 2015-10-12
004 2013-01-01 DEBORAH DRENDALL 2014-10-14
004 2012-01-01 DEBORAH DRENDALL 2013-10-14
004 2011-01-01 KATHA K SHORT 2012-10-14
004 2010-01-01 KATHA K SHORT 2011-10-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
004	2015-01-01
004	2014-01-01	DEBORAH DRENDALL	2015-10-12
004	2013-01-01	DEBORAH DRENDALL	2014-10-14
004	2012-01-01	DEBORAH DRENDALL	2013-10-14
004	2011-01-01	KATHA K SHORT	2012-10-14
004	2010-01-01	KATHA K SHORT	2011-10-12

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Company Name:	MONTESSORI ACADEMY AT EDISON
Employer identification number (EIN):	237092572
NAIC Classification:	611000