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THE COTTAGE SCHOOL 401(K) PLAN 401k Plan overview

Plan NameTHE COTTAGE SCHOOL 401(K) PLAN
Plan identification number 001

THE COTTAGE SCHOOL 401(K) PLAN Benefits

401k Plan TypeDefined 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 COTTAGE SCHOOL EDUCATIONAL RESOURCE CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE COTTAGE SCHOOL EDUCATIONAL RESOURCE CENTER, INC.
Employer identification number (EIN):581484540
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE COTTAGE SCHOOL 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KELLEY LEROY2024-05-17
0012022-01-01KELLEY LEROY2023-05-18
0012021-01-01MARY L. CLARK2022-07-06
0012020-01-01BOB CRENSHAW2021-05-12
0012019-01-01BOB CRENSHAW2020-07-24
0012019-01-01
0012018-01-01BOB CRENSHAW2019-08-02 BOB CRENSHAW2019-08-02
0012017-01-01BOB CRENSHAW2018-08-22 BOB CRENSHAW2018-08-22
0012016-01-01BOB CRENSHAW2017-09-29 BOB CRENSHAW2017-09-29
0012015-01-01BOB CRENSHAW2016-09-23 BOB CRENSHAW2016-09-23
0012014-01-01BOB CRENSHAW2015-09-11 BOB CRENSHAW2015-09-11
0012013-01-01BOB CRENSHAW2014-09-19 BOB CRENSHAW2014-09-19
0012012-01-01BOB CRENSHAW2013-08-09 BOB CRENSHAW2013-08-09
0012011-01-01BOB CRENSHAW2012-09-27 BOB CRENSHAW2012-09-27
0012010-01-01BOB CRENSHAW2011-08-16 BOB CRENSHAW2011-08-16

Plan Statistics for THE COTTAGE SCHOOL 401(K) PLAN

401k plan membership statisitcs for THE COTTAGE SCHOOL 401(K) PLAN

Measure Date Value
2019: THE COTTAGE SCHOOL 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0164
Total number of active participants reported on line 7a of the Form 55002019-01-0174
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0116
Total of all active and inactive participants2019-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0190
Number of participants with account balances2019-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010

Financial Data on THE COTTAGE SCHOOL 401(K) PLAN

Measure Date Value
2019 : THE COTTAGE SCHOOL 401(K) PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$2,461,433
Expenses. Total of all expenses incurred2019-12-31$81,163
Benefits paid (including direct rollovers)2019-12-31$67,293
Total plan assets at end of year2019-12-31$2,380,270
Total plan assets at beginning of year2019-12-31$0
Value of fidelity bond covering the plan2019-12-31$0
Total contributions received or receivable from participants2019-12-31$151,129
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$2,222,421
Net income (gross income less expenses)2019-12-31$2,380,270
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,380,270
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$0
Assets. Value of participant loans2019-12-31$47,916
Total contributions received or receivable from employer(s)2019-12-31$87,883
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$13,870
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0

Form 5500 Responses for THE COTTAGE SCHOOL 401(K) PLAN

2019: THE COTTAGE SCHOOL 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01First time form 5500 has been submittedYes
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes

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