401k Plan data: SOUTHWEST BALTIMORE CHARTER SCHOOL 403B PLAN plan

SOUTHWEST BALTIMORE CHARTER SCHOOL 403B PLAN 401k Plan overview

Plan Name	SOUTHWEST BALTIMORE CHARTER SCHOOL 403B PLAN
Plan identification number	001

SOUTHWEST BALTIMORE CHARTER SCHOOL 403B PLAN Benefits

401k Plan Type

Defined 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(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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SOUTHWEST BALTIMORE CHARTER SCHOOL INC. has sponsored the creation of one or more 401k plans.

Company Name: SOUTHWEST BALTIMORE CHARTER SCHOOL INC.

Employer identification number (EIN): 412146005

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHWEST BALTIMORE CHARTER SCHOOL 403B PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 LENISE WHITE 2024-10-01
001 2022-01-01 KAREN BROWN 2023-06-01
001 2020-01-01 KAREN BROWN 2021-03-04
001 2019-01-01 KAREN BROWN 2020-05-06
001 2018-01-01 KAREN BROWN 2019-06-25
001 2017-01-01 ERIKA BROCKMAN 2018-04-19 ERIKA BROCKMAN 2018-04-19
001 2016-01-01 ERIKA BROCKMAN 2017-05-05
001 2015-01-01 ERIKA BROCKMAN 2016-06-03
001 2014-01-01 ERIKA BROCKMAN 2015-04-27
001 2013-01-01 ERIKA BROCKMAN 2014-05-22
001 2012-01-01 ERIKA BROCKMAN 2013-04-19
001 2011-01-01 ERIKA BROCKMAN 2012-04-26
001 2010-01-01 ERIKA BROCKMAN 2011-09-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	LENISE WHITE	2024-10-01
001	2022-01-01	KAREN BROWN	2023-06-01
001	2020-01-01	KAREN BROWN	2021-03-04
001	2019-01-01	KAREN BROWN	2020-05-06
001	2018-01-01	KAREN BROWN	2019-06-25
001	2017-01-01	ERIKA BROCKMAN	2018-04-19	ERIKA BROCKMAN	2018-04-19
001	2016-01-01	ERIKA BROCKMAN	2017-05-05
001	2015-01-01	ERIKA BROCKMAN	2016-06-03
001	2014-01-01	ERIKA BROCKMAN	2015-04-27
001	2013-01-01	ERIKA BROCKMAN	2014-05-22
001	2012-01-01	ERIKA BROCKMAN	2013-04-19
001	2011-01-01	ERIKA BROCKMAN	2012-04-26
001	2010-01-01	ERIKA BROCKMAN	2011-09-26

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Company Name:	SOUTHWEST BALTIMORE CHARTER SCHOOL INC.
Employer identification number (EIN):	412146005
NAIC Classification:	611000