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THE SUMMIT SCHOOL, INC. PROFIT SHARING PLAN 401k Plan overview

Plan NameTHE SUMMIT SCHOOL, INC. PROFIT SHARING PLAN
Plan identification number 001

THE SUMMIT SCHOOL, INC. PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

THE SUMMIT SCHOOL, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE SUMMIT SCHOOL, INC.
Employer identification number (EIN):251782296
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Additional information about THE SUMMIT SCHOOL, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3937678

More information about THE SUMMIT SCHOOL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE SUMMIT SCHOOL, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01KEN CURCIO
0012015-07-01LEO ROBERT
0012014-07-01LEO ROBERT
0012013-07-01LEO ROBERT
0012012-07-01KEN CURCIO
0012011-07-01KEN CURCIO
0012009-07-01KEN CURCIO

Plan Statistics for THE SUMMIT SCHOOL, INC. PROFIT SHARING PLAN

401k plan membership statisitcs for THE SUMMIT SCHOOL, INC. PROFIT SHARING PLAN

Measure Date Value
2022: THE SUMMIT SCHOOL, INC. PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01243
Total number of active participants reported on line 7a of the Form 55002022-07-01101
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-01133
Total of all active and inactive participants2022-07-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-01234
Number of participants with account balances2022-07-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
2021: THE SUMMIT SCHOOL, INC. PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01316
Total number of active participants reported on line 7a of the Form 55002021-07-01101
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01132
Total of all active and inactive participants2021-07-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01233
Number of participants with account balances2021-07-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-012
2020: THE SUMMIT SCHOOL, INC. PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01322
Total number of active participants reported on line 7a of the Form 55002020-07-01119
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01192
Total of all active and inactive participants2020-07-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01311
Number of participants with account balances2020-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: THE SUMMIT SCHOOL, INC. PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01308
Total number of active participants reported on line 7a of the Form 55002019-07-01141
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01164
Total of all active and inactive participants2019-07-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01305
Number of participants with account balances2019-07-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-014
2018: THE SUMMIT SCHOOL, INC. PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01304
Total number of active participants reported on line 7a of the Form 55002018-07-01136
Number of retired or separated participants receiving benefits2018-07-01152
Number of other retired or separated participants entitled to future benefits2018-07-010
Total of all active and inactive participants2018-07-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01288
Number of participants with account balances2018-07-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-011
2017: THE SUMMIT SCHOOL, INC. PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01280
Total number of active participants reported on line 7a of the Form 55002017-07-01132
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01147
Total of all active and inactive participants2017-07-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01279
Number of participants with account balances2017-07-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-014
2016: THE SUMMIT SCHOOL, INC. PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01261
Total number of active participants reported on line 7a of the Form 55002016-07-01118
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01136
Total of all active and inactive participants2016-07-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-011
Total participants2016-07-01255
Number of participants with account balances2016-07-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-014
2015: THE SUMMIT SCHOOL, INC. PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01258
Total number of active participants reported on line 7a of the Form 55002015-07-01111
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01137
Total of all active and inactive participants2015-07-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-011
Total participants2015-07-01249
Number of participants with account balances2015-07-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-01247
2014: THE SUMMIT SCHOOL, INC. PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01250
Total number of active participants reported on line 7a of the Form 55002014-07-01122
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01121
Total of all active and inactive participants2014-07-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-011
Total participants2014-07-01244
Number of participants with account balances2014-07-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-014
2013: THE SUMMIT SCHOOL, INC. PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01238
Total number of active participants reported on line 7a of the Form 55002013-07-01120
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01111
Total of all active and inactive participants2013-07-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-01232
Number of participants with account balances2013-07-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-014
2012: THE SUMMIT SCHOOL, INC. PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01228
Total number of active participants reported on line 7a of the Form 55002012-07-01135
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0192
Total of all active and inactive participants2012-07-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-012
Total participants2012-07-01229
Number of participants with account balances2012-07-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-016
2011: THE SUMMIT SCHOOL, INC. PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01204
Total number of active participants reported on line 7a of the Form 55002011-07-01129
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0182
Total of all active and inactive participants2011-07-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-01212
Number of participants with account balances2011-07-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-011
2009: THE SUMMIT SCHOOL, INC. PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01179
Total number of active participants reported on line 7a of the Form 55002009-07-01139
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0135
Total of all active and inactive participants2009-07-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-01175
Number of participants with account balances2009-07-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-014

Financial Data on THE SUMMIT SCHOOL, INC. PROFIT SHARING PLAN

Measure Date Value
2023 : THE SUMMIT SCHOOL, INC. PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$242,408
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$39,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$38,857
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$84,315
Value of total assets at end of year2023-06-30$1,607,662
Value of total assets at beginning of year2023-06-30$1,404,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$300
Total interest from all sources2023-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Administrative expenses professional fees incurred2023-06-30$300
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$250,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$34,315
Participant contributions at end of year2023-06-30$2,136
Participant contributions at beginning of year2023-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$203,251
Value of net assets at end of year (total assets less liabilities)2023-06-30$1,607,662
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$1,404,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$1,555,526
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$1,354,411
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$158,093
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$50,000
Employer contributions (assets) at end of year2023-06-30$50,000
Employer contributions (assets) at beginning of year2023-06-30$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$38,857
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2023-06-30251408703
2022 : THE SUMMIT SCHOOL, INC. PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-84,305
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$152,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$151,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$90,249
Value of total assets at end of year2022-06-30$1,404,411
Value of total assets at beginning of year2022-06-30$1,641,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$1,425
Total interest from all sources2022-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Administrative expenses professional fees incurred2022-06-30$1,425
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$250,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$37,894
Participant contributions at end of year2022-06-30$0
Participant contributions at beginning of year2022-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-236,942
Value of net assets at end of year (total assets less liabilities)2022-06-30$1,404,411
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$1,641,353
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$1,354,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$1,591,353
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-174,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$52,355
Employer contributions (assets) at end of year2022-06-30$50,000
Employer contributions (assets) at beginning of year2022-06-30$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$151,212
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2022-06-30251408703
2021 : THE SUMMIT SCHOOL, INC. PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$380,144
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$106,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$106,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$81,368
Value of total assets at end of year2021-06-30$1,641,353
Value of total assets at beginning of year2021-06-30$1,367,982
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$244
Total interest from all sources2021-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Administrative expenses professional fees incurred2021-06-30$244
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$250,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$31,368
Participant contributions at end of year2021-06-30$0
Participant contributions at beginning of year2021-06-30$1,341
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$273,371
Value of net assets at end of year (total assets less liabilities)2021-06-30$1,641,353
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$1,367,982
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$1,591,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$1,366,641
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$298,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$50,000
Employer contributions (assets) at end of year2021-06-30$50,000
Employer contributions (assets) at beginning of year2021-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$106,529
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2021-06-30251408703
2020 : THE SUMMIT SCHOOL, INC. PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$97,908
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$20,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$20,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$41,215
Value of total assets at end of year2020-06-30$1,367,982
Value of total assets at beginning of year2020-06-30$1,290,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$174
Total interest from all sources2020-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Administrative expenses professional fees incurred2020-06-30$174
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$250,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$41,215
Participant contributions at end of year2020-06-30$1,341
Participant contributions at beginning of year2020-06-30$2,320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$77,425
Value of net assets at end of year (total assets less liabilities)2020-06-30$1,367,982
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$1,290,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$1,366,641
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$1,238,237
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$56,693
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$0
Employer contributions (assets) at end of year2020-06-30$0
Employer contributions (assets) at beginning of year2020-06-30$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$20,309
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2020-06-30251408703
2019 : THE SUMMIT SCHOOL, INC. PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$161,942
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$358,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$357,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$108,216
Value of total assets at end of year2019-06-30$1,290,557
Value of total assets at beginning of year2019-06-30$1,487,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$556
Total interest from all sources2019-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Administrative expenses professional fees incurred2019-06-30$556
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$250,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$58,216
Participant contributions at end of year2019-06-30$2,320
Participant contributions at beginning of year2019-06-30$3,290
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-196,554
Value of net assets at end of year (total assets less liabilities)2019-06-30$1,290,557
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$1,487,111
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$1,238,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$1,483,821
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$53,726
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$50,000
Employer contributions (assets) at end of year2019-06-30$50,000
Employer contributions (assets) at beginning of year2019-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$357,940
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2019-06-30251408703
2018 : THE SUMMIT SCHOOL, INC. PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$178,699
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$10,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$10,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$70,052
Value of total assets at end of year2018-06-30$1,487,111
Value of total assets at beginning of year2018-06-30$1,318,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$112
Total interest from all sources2018-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Administrative expenses professional fees incurred2018-06-30$112
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$250,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$70,052
Participant contributions at end of year2018-06-30$3,290
Participant contributions at beginning of year2018-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$168,320
Value of net assets at end of year (total assets less liabilities)2018-06-30$1,487,111
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$1,318,791
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$1,483,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$1,318,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$108,647
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Employer contributions (assets) at end of year2018-06-30$0
Employer contributions (assets) at beginning of year2018-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$10,267
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2018-06-30251408703
2017 : THE SUMMIT SCHOOL, INC. PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$169,513
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$30,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$30,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$63,050
Value of total assets at end of year2017-06-30$1,318,791
Value of total assets at beginning of year2017-06-30$1,179,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$200
Total interest from all sources2017-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$200
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$250,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$63,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$139,189
Value of net assets at end of year (total assets less liabilities)2017-06-30$1,318,791
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$1,179,602
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$1,318,791
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$1,129,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$106,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Employer contributions (assets) at end of year2017-06-30$0
Employer contributions (assets) at beginning of year2017-06-30$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$30,124
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2017-06-30251408703
2016 : THE SUMMIT SCHOOL, INC. PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$122,105
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$69,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$69,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$109,078
Value of total assets at end of year2016-06-30$1,179,602
Value of total assets at beginning of year2016-06-30$1,127,480
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$150
Total interest from all sources2016-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$150
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$250,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$59,078
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$52,122
Value of net assets at end of year (total assets less liabilities)2016-06-30$1,179,602
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$1,127,480
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$1,129,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$1,077,480
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$13,027
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$50,000
Employer contributions (assets) at end of year2016-06-30$50,000
Employer contributions (assets) at beginning of year2016-06-30$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$69,833
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2016-06-30251408703
2015 : THE SUMMIT SCHOOL, INC. PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$123,905
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$67,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$67,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$107,303
Value of total assets at end of year2015-06-30$1,127,480
Value of total assets at beginning of year2015-06-30$1,071,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$475
Total interest from all sources2015-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$475
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$250,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$57,303
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$56,428
Value of net assets at end of year (total assets less liabilities)2015-06-30$1,127,480
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$1,071,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$1,077,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$1,020,784
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$16,602
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$50,000
Employer contributions (assets) at end of year2015-06-30$50,000
Employer contributions (assets) at beginning of year2015-06-30$50,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$67,002
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2015-06-30251408703
2014 : THE SUMMIT SCHOOL, INC. PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$206,132
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$69,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$69,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$109,083
Value of total assets at end of year2014-06-30$1,071,052
Value of total assets at beginning of year2014-06-30$934,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$0
Total interest from all sources2014-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$250,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$58,815
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$136,941
Value of net assets at end of year (total assets less liabilities)2014-06-30$1,071,052
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$934,111
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$1,020,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$883,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$97,049
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$50,268
Employer contributions (assets) at end of year2014-06-30$50,268
Employer contributions (assets) at beginning of year2014-06-30$50,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$69,191
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2014-06-30251408703
2013 : THE SUMMIT SCHOOL, INC. PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$173,417
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$41,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$41,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$98,305
Value of total assets at end of year2013-06-30$934,111
Value of total assets at beginning of year2013-06-30$802,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$0
Total interest from all sources2013-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$250,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$47,877
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$132,031
Value of net assets at end of year (total assets less liabilities)2013-06-30$934,111
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$802,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$883,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$752,080
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$75,112
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$50,428
Employer contributions (assets) at end of year2013-06-30$50,428
Employer contributions (assets) at beginning of year2013-06-30$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$41,386
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30GROSS MENDELSOHN & ASSOCIATES
Accountancy firm EIN2013-06-30520982413
2012 : THE SUMMIT SCHOOL, INC. PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$92,435
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$46,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$46,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$91,900
Value of total assets at end of year2012-06-30$802,080
Value of total assets at beginning of year2012-06-30$756,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$0
Total interest from all sources2012-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$250,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$41,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$45,485
Value of net assets at end of year (total assets less liabilities)2012-06-30$802,080
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$756,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$752,080
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$706,595
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$535
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$50,000
Employer contributions (assets) at end of year2012-06-30$50,000
Employer contributions (assets) at beginning of year2012-06-30$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$46,950
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30GROSS MENDELSOHN & ASSOCIATES
Accountancy firm EIN2012-06-30520982413
2011 : THE SUMMIT SCHOOL, INC. PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$157,146
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$9,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$9,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$88,615
Value of total assets at end of year2011-06-30$756,595
Value of total assets at beginning of year2011-06-30$608,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$0
Total interest from all sources2011-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$250,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$38,615
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$147,624
Value of net assets at end of year (total assets less liabilities)2011-06-30$756,595
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$608,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$706,595
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$558,971
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$68,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$50,000
Employer contributions (assets) at end of year2011-06-30$50,000
Employer contributions (assets) at beginning of year2011-06-30$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$9,522
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30GROSS MENDELSOHN & ASSOCIATES
Accountancy firm EIN2011-06-30520982413
2010 : THE SUMMIT SCHOOL, INC. PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for THE SUMMIT SCHOOL, INC. PROFIT SHARING PLAN

2022: THE SUMMIT SCHOOL, INC. PROFIT SHARING PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: THE SUMMIT SCHOOL, INC. PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: THE SUMMIT SCHOOL, INC. PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: THE SUMMIT SCHOOL, INC. PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: THE SUMMIT SCHOOL, INC. PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: THE SUMMIT SCHOOL, INC. PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: THE SUMMIT SCHOOL, INC. PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: THE SUMMIT SCHOOL, INC. PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: THE SUMMIT SCHOOL, INC. PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: THE SUMMIT SCHOOL, INC. PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: THE SUMMIT SCHOOL, INC. PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: THE SUMMIT SCHOOL, INC. PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: THE SUMMIT SCHOOL, INC. PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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