BOARD OF TRUSTEES EDWARD J. GARDNER SCHOLARSHIP FUND has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EDWARD J. GARDNER SCHOLARSHIP FUND
401k plan membership statisitcs for EDWARD J. GARDNER SCHOLARSHIP FUND
| Measure | Date | Value |
|---|
| 2023: EDWARD J. GARDNER SCHOLARSHIP FUND 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 3 |
| Total of all active and inactive participants | 2023-01-01 | 3 |
| 2022: EDWARD J. GARDNER SCHOLARSHIP FUND 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1 |
| Total of all active and inactive participants | 2022-01-01 | 3 |
| 2021: EDWARD J. GARDNER SCHOLARSHIP FUND 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 4 |
| Total of all active and inactive participants | 2021-01-01 | 4 |
| 2020: EDWARD J. GARDNER SCHOLARSHIP FUND 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 3 |
| Total of all active and inactive participants | 2020-01-01 | 3 |
| 2019: EDWARD J. GARDNER SCHOLARSHIP FUND 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 6 |
| Total of all active and inactive participants | 2019-01-01 | 6 |
| 2018: EDWARD J. GARDNER SCHOLARSHIP FUND 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 11 |
| Total of all active and inactive participants | 2018-01-01 | 11 |
| 2017: EDWARD J. GARDNER SCHOLARSHIP FUND 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 11 |
| Total of all active and inactive participants | 2017-01-01 | 11 |
| 2016: EDWARD J. GARDNER SCHOLARSHIP FUND 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 12 |
| Total of all active and inactive participants | 2016-01-01 | 12 |
| 2015: EDWARD J. GARDNER SCHOLARSHIP FUND 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 9 |
| Total of all active and inactive participants | 2015-01-01 | 9 |
| 2014: EDWARD J. GARDNER SCHOLARSHIP FUND 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 8 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 8 |
| Total of all active and inactive participants | 2014-01-01 | 8 |
| Measure | Date | Value |
|---|
| 2023 : EDWARD J. GARDNER SCHOLARSHIP FUND 2023 401k financial data |
|---|
| Expenses. Total of all expenses incurred | 2023-12-31 | $9,500 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $7,950 |
| Total plan assets at end of year | 2023-12-31 | $144,980 |
| Total plan assets at beginning of year | 2023-12-31 | $154,480 |
| Value of fidelity bond covering the plan | 2023-12-31 | $30,000 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $1,550 |
| Net income (gross income less expenses) | 2023-12-31 | $-9,500 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $144,980 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $154,480 |
| 2022 : EDWARD J. GARDNER SCHOLARSHIP FUND 2022 401k financial data |
|---|
| Expenses. Total of all expenses incurred | 2022-12-31 | $9,535 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $8,400 |
| Total plan assets at end of year | 2022-12-31 | $154,480 |
| Total plan assets at beginning of year | 2022-12-31 | $164,015 |
| Value of fidelity bond covering the plan | 2022-12-31 | $30,000 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $1,135 |
| Net income (gross income less expenses) | 2022-12-31 | $-9,535 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $154,480 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $164,015 |
| 2021 : EDWARD J. GARDNER SCHOLARSHIP FUND 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $1,000 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $9,991 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $8,800 |
| Total plan assets at end of year | 2021-12-31 | $164,015 |
| Total plan assets at beginning of year | 2021-12-31 | $173,006 |
| Value of fidelity bond covering the plan | 2021-12-31 | $30,000 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $1,191 |
| Other income received | 2021-12-31 | $1,000 |
| Net income (gross income less expenses) | 2021-12-31 | $-8,991 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $164,015 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $173,006 |
| 2020 : EDWARD J. GARDNER SCHOLARSHIP FUND 2020 401k financial data |
|---|
| Expenses. Total of all expenses incurred | 2020-12-31 | $10,000 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $9,000 |
| Total plan assets at end of year | 2020-12-31 | $173,006 |
| Total plan assets at beginning of year | 2020-12-31 | $183,006 |
| Value of fidelity bond covering the plan | 2020-12-31 | $30,000 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $1,000 |
| Net income (gross income less expenses) | 2020-12-31 | $-10,000 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $173,006 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $183,006 |
| 2019 : EDWARD J. GARDNER SCHOLARSHIP FUND 2019 401k financial data |
|---|
| Expenses. Total of all expenses incurred | 2019-12-31 | $10,600 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $9,600 |
| Total plan assets at end of year | 2019-12-31 | $183,006 |
| Total plan assets at beginning of year | 2019-12-31 | $193,606 |
| Value of fidelity bond covering the plan | 2019-12-31 | $30,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $1,000 |
| Net income (gross income less expenses) | 2019-12-31 | $-10,600 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $183,006 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $193,606 |
| 2018 : EDWARD J. GARDNER SCHOLARSHIP FUND 2018 401k financial data |
|---|
| Expenses. Total of all expenses incurred | 2018-12-31 | $12,006 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $11,000 |
| Total plan assets at end of year | 2018-12-31 | $193,606 |
| Total plan assets at beginning of year | 2018-12-31 | $205,612 |
| Value of fidelity bond covering the plan | 2018-12-31 | $30,000 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $1,006 |
| Net income (gross income less expenses) | 2018-12-31 | $-12,006 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $193,606 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $205,612 |
| 2017 : EDWARD J. GARDNER SCHOLARSHIP FUND 2017 401k financial data |
|---|
| Expenses. Total of all expenses incurred | 2017-12-31 | $11,860 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $11,000 |
| Total plan assets at end of year | 2017-12-31 | $205,612 |
| Total plan assets at beginning of year | 2017-12-31 | $217,472 |
| Value of fidelity bond covering the plan | 2017-12-31 | $30,000 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $860 |
| Net income (gross income less expenses) | 2017-12-31 | $-11,860 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $205,612 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $217,472 |
| 2016 : EDWARD J. GARDNER SCHOLARSHIP FUND 2016 401k financial data |
|---|
| Expenses. Total of all expenses incurred | 2016-12-31 | $12,050 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $12,000 |
| Total plan assets at end of year | 2016-12-31 | $217,472 |
| Total plan assets at beginning of year | 2016-12-31 | $229,522 |
| Value of fidelity bond covering the plan | 2016-12-31 | $30,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $50 |
| Net income (gross income less expenses) | 2016-12-31 | $-12,050 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $217,472 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $229,522 |
| 2015 : EDWARD J. GARDNER SCHOLARSHIP FUND 2015 401k financial data |
|---|
| Expenses. Total of all expenses incurred | 2015-12-31 | $18,371 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $12,600 |
| Total plan assets at end of year | 2015-12-31 | $229,522 |
| Total plan assets at beginning of year | 2015-12-31 | $247,893 |
| Value of fidelity bond covering the plan | 2015-12-31 | $30,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $156 |
| Net income (gross income less expenses) | 2015-12-31 | $-18,371 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $229,522 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $247,893 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $5,615 |
| 2014 : EDWARD J. GARDNER SCHOLARSHIP FUND 2014 401k financial data |
|---|
| Expenses. Total of all expenses incurred | 2014-12-31 | $11,875 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $8,000 |
| Total plan assets at end of year | 2014-12-31 | $247,893 |
| Total plan assets at beginning of year | 2014-12-31 | $259,768 |
| Value of fidelity bond covering the plan | 2014-12-31 | $30,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $100 |
| Net income (gross income less expenses) | 2014-12-31 | $-11,875 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $247,893 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $259,768 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $3,775 |
| 2023: EDWARD J. GARDNER SCHOLARSHIP FUND 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Multi-employer plan |
| 2023-01-01 | Plan is a collectively bargained plan | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: EDWARD J. GARDNER SCHOLARSHIP FUND 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Multi-employer plan |
| 2022-01-01 | Plan is a collectively bargained plan | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: EDWARD J. GARDNER SCHOLARSHIP FUND 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Multi-employer plan |
| 2021-01-01 | Plan is a collectively bargained plan | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: EDWARD J. GARDNER SCHOLARSHIP FUND 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Multi-employer plan |
| 2020-01-01 | Plan is a collectively bargained plan | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: EDWARD J. GARDNER SCHOLARSHIP FUND 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Multi-employer plan |
| 2019-01-01 | Plan is a collectively bargained plan | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: EDWARD J. GARDNER SCHOLARSHIP FUND 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Multi-employer plan |
| 2018-01-01 | Plan is a collectively bargained plan | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: EDWARD J. GARDNER SCHOLARSHIP FUND 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Multi-employer plan |
| 2017-01-01 | Plan is a collectively bargained plan | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: EDWARD J. GARDNER SCHOLARSHIP FUND 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Multi-employer plan |
| 2016-01-01 | Plan is a collectively bargained plan | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: EDWARD J. GARDNER SCHOLARSHIP FUND 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Multi-employer plan |
| 2015-01-01 | Plan is a collectively bargained plan | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: EDWARD J. GARDNER SCHOLARSHIP FUND 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Multi-employer plan |
| 2014-01-01 | First time form 5500 has been submitted | Yes |
| 2014-01-01 | Plan is a collectively bargained plan | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
