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ROBERT F. MUNROE SCHOOL, INC. 403(B) PLAN 401k Plan overview

Plan NameROBERT F. MUNROE SCHOOL, INC. 403(B) PLAN
Plan identification number 001

ROBERT F. MUNROE SCHOOL, INC. 403(B) 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

ROBERT F. MUNROE SCHOOL, INC. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT F. MUNROE SCHOOL, INC.
Employer identification number (EIN):591270627
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT F. MUNROE SCHOOL, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-08-01KATELYN SNOW2021-02-01 KATELYN SNOW2021-02-01
0012017-08-01BILLY SUBER2019-02-22
0012016-08-01WILLIAM SUBER2018-02-21 WILLIAM SUBER2018-02-21
0012015-08-01SUZANNE JOHNSON2017-01-27 SUZANNE JOHNSON2017-01-27
0012014-08-01SUZANNE JOHNSON2016-03-03 SUZANNE JOHNSON2016-03-03
0012012-07-01SUZANNE JOHNSON2014-04-14 SUZANNE JOHNSON2014-04-14
0012011-07-01SUZANNE JOHNSON2014-02-05 SUZANNE JOHNSON2014-02-05
0012010-07-01SUZANNE JOHNSON2014-02-10
0012009-07-01SUZANNE JOHNSON
0012008-07-01SUZANNE JOHNSON SUZANNE JOHNSON2013-11-19
0012007-07-01SUZANNE JOHNSON SUZANNE JOHNSON2013-11-19
0012006-07-01SUZANNE JOHNSON SUZANNE JOHNSON2013-11-19
0012005-07-01SUZANNE JOHNSON SUZANNE JOHNSON2013-11-19
0012004-07-01SUZANNE JOHNSON SUZANNE JOHNSON2013-11-19
0012003-07-01SUZANNE JOHNSON SUZANNE JOHNSON2013-11-19
0012002-07-01SUZANNE JOHNSON SUZANNE JOHNSON2013-11-19
0012001-07-01SUZANNE JOHNSON SUZANNE JOHNSON2013-11-19
0012000-07-01SUZANNE JOHNSON SUZANNE JOHNSON2013-11-19
0011999-07-01SUZANNE JOHNSON SUZANNE JOHNSON2013-11-19
0011998-07-01SUZANNE JOHNSON SUZANNE JOHNSON2013-11-19
0011997-07-01SUZANNE JOHNSON SUZANNE JOHNSON2013-11-19

Plan Statistics for ROBERT F. MUNROE SCHOOL, INC. 403(B) PLAN

401k plan membership statisitcs for ROBERT F. MUNROE SCHOOL, INC. 403(B) PLAN

Measure Date Value
2009: ROBERT F. MUNROE SCHOOL, INC. 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-0150
Total number of active participants reported on line 7a of the Form 55002009-07-0163
Total of all active and inactive participants2009-07-0163
Total participants2009-07-0163
Number of participants with account balances2009-07-0147

Financial Data on ROBERT F. MUNROE SCHOOL, INC. 403(B) PLAN

Measure Date Value
2010 : ROBERT F. MUNROE SCHOOL, INC. 403(B) PLAN 2010 401k financial data
Total income from all sources2010-06-30$154,330
Expenses. Total of all expenses incurred2010-06-30$97,204
Benefits paid (including direct rollovers)2010-06-30$96,128
Total plan assets at end of year2010-06-30$1,346,585
Total plan assets at beginning of year2010-06-30$1,289,459
Total contributions received or receivable from participants2010-06-30$47,576
Other income received2010-06-30$106,754
Net income (gross income less expenses)2010-06-30$57,126
Net plan assets at end of year (total assets less liabilities)2010-06-30$1,346,585
Net plan assets at beginning of year (total assets less liabilities)2010-06-30$1,289,459
Assets. Value of participant loans2010-06-30$27,406
Expenses. Administrative service providers (salaries,fees and commissions)2010-06-30$1,076

Form 5500 Responses for ROBERT F. MUNROE SCHOOL, INC. 403(B) PLAN

2009: ROBERT F. MUNROE SCHOOL, INC. 403(B) PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes
2008: ROBERT F. MUNROE SCHOOL, INC. 403(B) PLAN 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Plan funding arrangement – InsuranceYes
2008-07-01Plan funding arrangement – TrustYes
2008-07-01Plan benefit arrangement – InsuranceYes
2008-07-01Plan benefit arrangement - TrustYes
2007: ROBERT F. MUNROE SCHOOL, INC. 403(B) PLAN 2007 form 5500 responses
2007-07-01Type of plan entitySingle employer plan
2007-07-01Plan funding arrangement – InsuranceYes
2007-07-01Plan funding arrangement – TrustYes
2007-07-01Plan benefit arrangement – InsuranceYes
2007-07-01Plan benefit arrangement - TrustYes
2006: ROBERT F. MUNROE SCHOOL, INC. 403(B) PLAN 2006 form 5500 responses
2006-07-01Type of plan entitySingle employer plan
2006-07-01Plan funding arrangement – InsuranceYes
2006-07-01Plan funding arrangement – TrustYes
2006-07-01Plan benefit arrangement – InsuranceYes
2006-07-01Plan benefit arrangement - TrustYes
2005: ROBERT F. MUNROE SCHOOL, INC. 403(B) PLAN 2005 form 5500 responses
2005-07-01Type of plan entitySingle employer plan
2005-07-01Plan funding arrangement – InsuranceYes
2005-07-01Plan funding arrangement – TrustYes
2005-07-01Plan benefit arrangement – InsuranceYes
2005-07-01Plan benefit arrangement - TrustYes
2004: ROBERT F. MUNROE SCHOOL, INC. 403(B) PLAN 2004 form 5500 responses
2004-07-01Type of plan entitySingle employer plan
2004-07-01Plan funding arrangement – InsuranceYes
2004-07-01Plan funding arrangement – TrustYes
2004-07-01Plan benefit arrangement – InsuranceYes
2004-07-01Plan benefit arrangement - TrustYes
2003: ROBERT F. MUNROE SCHOOL, INC. 403(B) PLAN 2003 form 5500 responses
2003-07-01Type of plan entitySingle employer plan
2003-07-01Plan funding arrangement – InsuranceYes
2003-07-01Plan funding arrangement – TrustYes
2003-07-01Plan benefit arrangement – InsuranceYes
2003-07-01Plan benefit arrangement - TrustYes
2002: ROBERT F. MUNROE SCHOOL, INC. 403(B) PLAN 2002 form 5500 responses
2002-07-01Type of plan entitySingle employer plan
2002-07-01Plan funding arrangement – InsuranceYes
2002-07-01Plan funding arrangement – TrustYes
2002-07-01Plan benefit arrangement – InsuranceYes
2002-07-01Plan benefit arrangement - TrustYes
2001: ROBERT F. MUNROE SCHOOL, INC. 403(B) PLAN 2001 form 5500 responses
2001-07-01Type of plan entitySingle employer plan
2001-07-01Plan funding arrangement – InsuranceYes
2001-07-01Plan funding arrangement – TrustYes
2001-07-01Plan benefit arrangement – InsuranceYes
2001-07-01Plan benefit arrangement - TrustYes
2000: ROBERT F. MUNROE SCHOOL, INC. 403(B) PLAN 2000 form 5500 responses
2000-07-01Type of plan entitySingle employer plan
2000-07-01Plan funding arrangement – InsuranceYes
2000-07-01Plan funding arrangement – TrustYes
2000-07-01Plan benefit arrangement – InsuranceYes
2000-07-01Plan benefit arrangement - TrustYes
1999: ROBERT F. MUNROE SCHOOL, INC. 403(B) PLAN 1999 form 5500 responses
1999-07-01Type of plan entitySingle employer plan
1999-07-01Plan funding arrangement – InsuranceYes
1999-07-01Plan funding arrangement – TrustYes
1999-07-01Plan benefit arrangement – InsuranceYes
1999-07-01Plan benefit arrangement - TrustYes
1998: ROBERT F. MUNROE SCHOOL, INC. 403(B) PLAN 1998 form 5500 responses
1998-07-01Type of plan entitySingle employer plan
1998-07-01Plan funding arrangement – InsuranceYes
1998-07-01Plan funding arrangement – TrustYes
1998-07-01Plan benefit arrangement – InsuranceYes
1998-07-01Plan benefit arrangement - TrustYes
1997: ROBERT F. MUNROE SCHOOL, INC. 403(B) PLAN 1997 form 5500 responses
1997-07-01Type of plan entitySingle employer plan
1997-07-01First time form 5500 has been submittedYes
1997-07-01Plan funding arrangement – InsuranceYes
1997-07-01Plan funding arrangement – TrustYes
1997-07-01Plan benefit arrangement – InsuranceYes
1997-07-01Plan benefit arrangement - TrustYes

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