401k Plan data: THE BURLINGTON SCHOOL RETIREMENT PLAN plan

THE BURLINGTON SCHOOL RETIREMENT PLAN 401k Plan overview

Plan Name	THE BURLINGTON SCHOOL RETIREMENT PLAN
Plan identification number	001

THE BURLINGTON SCHOOL RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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 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.
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

THE BURLINGTON SCHOOL has sponsored the creation of one or more 401k plans.

Company Name: THE BURLINGTON SCHOOL

Employer identification number (EIN): 560612840

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BURLINGTON SCHOOL RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01 MATT WALL 2023-09-27
001 2021-07-01 MATT WALL 2022-10-27
001 2020-07-01 MATT WALL 2021-10-07
001 2019-07-01 LOGAN SHARPE 2020-09-18
001 2018-07-01 RONNIE K WALL 2020-01-07
001 2017-07-01 RONNIE K WALL 2019-01-04
001 2016-07-01 DONNA JONES 2017-09-29
001 2015-07-01 DONNA JONES 2017-04-05
001 2014-07-01 TORI STADLER 2016-02-23
001 2013-07-01 VICTORIA STADLER 2015-04-10
001 2012-07-01 MARY MONTGOMERY MARY MONTGOMERY 2014-01-06
001 2011-07-01 EDWARD WILSON EDWARD WILSON 2013-04-10
001 2009-07-01 EDWARD WILSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-07-01	MATT WALL	2023-09-27
001	2021-07-01	MATT WALL	2022-10-27
001	2020-07-01	MATT WALL	2021-10-07
001	2019-07-01	LOGAN SHARPE	2020-09-18
001	2018-07-01	RONNIE K WALL	2020-01-07
001	2017-07-01	RONNIE K WALL	2019-01-04
001	2016-07-01	DONNA JONES	2017-09-29
001	2015-07-01	DONNA JONES	2017-04-05
001	2014-07-01	TORI STADLER	2016-02-23
001	2013-07-01	VICTORIA STADLER	2015-04-10
001	2012-07-01	MARY MONTGOMERY		MARY MONTGOMERY	2014-01-06
001	2011-07-01	EDWARD WILSON		EDWARD WILSON	2013-04-10
001	2009-07-01	EDWARD WILSON

Plan Statistics for THE BURLINGTON SCHOOL RETIREMENT PLAN

401k plan membership statisitcs for THE BURLINGTON SCHOOL RETIREMENT PLAN

Measure Date Value
2012: THE BURLINGTON SCHOOL RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 32
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 17
Number of retired or separated participants receiving benefits 2012-07-01 16
Number of other retired or separated participants entitled to future benefits 2012-07-01 0
Total of all active and inactive participants 2012-07-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 33
Number of participants with account balances 2012-07-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 10
2011: THE BURLINGTON SCHOOL RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 31
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 22
Number of retired or separated participants receiving benefits 2011-07-01 10
Number of other retired or separated participants entitled to future benefits 2011-07-01 0
Total of all active and inactive participants 2011-07-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 32
Number of participants with account balances 2011-07-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 8
2009: THE BURLINGTON SCHOOL RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 27
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 21
Number of other retired or separated participants entitled to future benefits 2009-07-01 10
Total of all active and inactive participants 2009-07-01 31
Total participants 2009-07-01 31
Number of participants with account balances 2009-07-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 1

Measure	Date	Value
2012: THE BURLINGTON SCHOOL RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	32
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	17
Number of retired or separated participants receiving benefits	2012-07-01	16
Number of other retired or separated participants entitled to future benefits	2012-07-01	0
Total of all active and inactive participants	2012-07-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	33
Number of participants with account balances	2012-07-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	10
2011: THE BURLINGTON SCHOOL RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	31
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	22
Number of retired or separated participants receiving benefits	2011-07-01	10
Number of other retired or separated participants entitled to future benefits	2011-07-01	0
Total of all active and inactive participants	2011-07-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	32
Number of participants with account balances	2011-07-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	8
2009: THE BURLINGTON SCHOOL RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	27
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	21
Number of other retired or separated participants entitled to future benefits	2009-07-01	10
Total of all active and inactive participants	2009-07-01	31
Total participants	2009-07-01	31
Number of participants with account balances	2009-07-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	1

Financial Data on THE BURLINGTON SCHOOL RETIREMENT PLAN

Measure	Date	Value
2014 : THE BURLINGTON SCHOOL RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-06-30	$52,026
Expenses. Total of all expenses incurred	2014-06-30	$645,189
Benefits paid (including direct rollovers)	2014-06-30	$640,038
Total plan assets at end of year	2014-06-30	$0
Total plan assets at beginning of year	2014-06-30	$593,163
Value of fidelity bond covering the plan	2014-06-30	$100,000
Other income received	2014-06-30	$52,026
Net income (gross income less expenses)	2014-06-30	$-593,163
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$593,163
Expenses. Administrative service providers (salaries,fees and commissions)	2014-06-30	$5,151
2013 : THE BURLINGTON SCHOOL RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-06-30	$96,773
Expenses. Total of all expenses incurred	2013-06-30	$63,341
Benefits paid (including direct rollovers)	2013-06-30	$58,971
Total plan assets at end of year	2013-06-30	$593,163
Total plan assets at beginning of year	2013-06-30	$559,731
Value of fidelity bond covering the plan	2013-06-30	$100,000
Other income received	2013-06-30	$45,458
Net income (gross income less expenses)	2013-06-30	$33,432
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$593,163
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$559,731
Total contributions received or receivable from employer(s)	2013-06-30	$51,315
Expenses. Administrative service providers (salaries,fees and commissions)	2013-06-30	$4,370
2012 : THE BURLINGTON SCHOOL RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-06-30	$80,263
Expenses. Total of all expenses incurred	2012-06-30	$1,051
Total plan assets at end of year	2012-06-30	$559,731
Total plan assets at beginning of year	2012-06-30	$480,519
Value of fidelity bond covering the plan	2012-06-30	$100,000
Other income received	2012-06-30	$31,736
Net income (gross income less expenses)	2012-06-30	$79,212
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$559,731
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$480,519
Total contributions received or receivable from employer(s)	2012-06-30	$48,527
Expenses. Administrative service providers (salaries,fees and commissions)	2012-06-30	$1,051
2011 : THE BURLINGTON SCHOOL RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-06-30	$93,447
Expenses. Total of all expenses incurred	2011-06-30	$12,898
Benefits paid (including direct rollovers)	2011-06-30	$8,622
Total plan assets at end of year	2011-06-30	$480,519
Total plan assets at beginning of year	2011-06-30	$399,970
Value of fidelity bond covering the plan	2011-06-30	$100,000
Other income received	2011-06-30	$51,163
Net income (gross income less expenses)	2011-06-30	$80,549
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$480,519
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$399,970
Total contributions received or receivable from employer(s)	2011-06-30	$42,284
Expenses. Administrative service providers (salaries,fees and commissions)	2011-06-30	$4,276

Form 5500 Responses for THE BURLINGTON SCHOOL RETIREMENT PLAN

2012: THE BURLINGTON SCHOOL RETIREMENT PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: THE BURLINGTON SCHOOL RETIREMENT PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: THE BURLINGTON SCHOOL RETIREMENT PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	This submission is the final filing	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE BURLINGTON SCHOOL
Employer identification number (EIN):	560612840
NAIC Classification:	611000