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MONTESSORI SCHOOL OF LAKE FOREST RETIREMENT BENEFIT PLAN 401k Plan overview

Plan NameMONTESSORI SCHOOL OF LAKE FOREST RETIREMENT BENEFIT PLAN
Plan identification number 001

MONTESSORI SCHOOL OF LAKE FOREST RETIREMENT BENEFIT PLAN Benefits

401k Plan TypeDefined 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

MONTESSORI SCHOOL OF LAKE FOREST has sponsored the creation of one or more 401k plans.

Company Name:MONTESSORI SCHOOL OF LAKE FOREST
Employer identification number (EIN):362601978
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONTESSORI SCHOOL OF LAKE FOREST RETIREMENT BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-09-01
0012021-09-01TIFFANY NATALE2023-06-01
0012020-09-01
0012019-09-01
0012018-09-01
0012017-09-01
0012016-09-01
0012015-09-01
0012014-09-01
0012013-09-01
0012012-09-01NICHOLAS CACCAMO2014-06-16
0012011-09-01NICHOLAS CACCAMO2013-05-01
0012010-09-01CHRISTINE KLIMUSKO2012-05-31
0012009-09-01CHRISTINE KLIMUSKO

Plan Statistics for MONTESSORI SCHOOL OF LAKE FOREST RETIREMENT BENEFIT PLAN

401k plan membership statisitcs for MONTESSORI SCHOOL OF LAKE FOREST RETIREMENT BENEFIT PLAN

Measure Date Value
2009: MONTESSORI SCHOOL OF LAKE FOREST RETIREMENT BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-0118
Total number of active participants reported on line 7a of the Form 55002009-09-0114
Number of other retired or separated participants entitled to future benefits2009-09-015
Total of all active and inactive participants2009-09-0119
Total participants2009-09-0119
Number of participants with account balances2009-09-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-010

Form 5500 Responses for MONTESSORI SCHOOL OF LAKE FOREST RETIREMENT BENEFIT PLAN

2009: MONTESSORI SCHOOL OF LAKE FOREST RETIREMENT BENEFIT PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement - TrustYes

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