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WEST SIDE MONTESSORI RETIREMENT PLAN 401k Plan overview

Plan NameWEST SIDE MONTESSORI RETIREMENT PLAN
Plan identification number 001

WEST SIDE MONTESSORI RETIREMENT PLAN Benefits

401k Plan TypeDefined 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 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)(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.

401k Sponsoring company profile

WEST SIDE MONTESSORI CENTER has sponsored the creation of one or more 401k plans.

Company Name:WEST SIDE MONTESSORI CENTER
Employer identification number (EIN):341361519
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WEST SIDE MONTESSORI RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01JENNIFER SCHOEPF2024-01-11
0012021-07-01JENNIFER SCHOEPF2023-03-21
0012020-07-01JENNIFER SCHOEPF2021-11-12
0012020-07-01JENNIFER SCHOEPF2023-01-23
0012019-07-01JENNIFER SCHOEPF2021-04-15
0012018-07-01JENNIFER SCHOEPF2020-06-08
0012017-07-01E. LYNN FISHER2019-02-15
0012016-07-01E. LYNN FISHER2018-03-27
0012015-07-01E. LYNN FISHER2017-04-11
0012014-07-01E. LYNN FISHER2016-04-14
0012013-07-01E. LYNN FISHER2015-04-14
0012012-07-01E. LYNN FISHER2014-02-26
0012011-07-01E. LYNN FISHER2013-04-09
0012010-07-01LYNN FISHER2012-01-18
0012009-07-01E. LYNN FISHER

Plan Statistics for WEST SIDE MONTESSORI RETIREMENT PLAN

401k plan membership statisitcs for WEST SIDE MONTESSORI RETIREMENT PLAN

Measure Date Value
2009: WEST SIDE MONTESSORI RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-0187
Total number of active participants reported on line 7a of the Form 55002009-07-0175
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0111
Total of all active and inactive participants2009-07-0186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-0186
Number of participants with account balances2009-07-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on WEST SIDE MONTESSORI RETIREMENT PLAN

Measure Date Value
2010 : WEST SIDE MONTESSORI RETIREMENT 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 WEST SIDE MONTESSORI RETIREMENT PLAN

2009: WEST SIDE MONTESSORI RETIREMENT 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

Potentially related plans

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