401k Plan data: COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN plan

COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 401k Plan overview

Plan Name	COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN
Plan identification number	001

COMMUNITY SCHOOL OF NAPLES DC RETIREMENT 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(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.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock 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

COMMUNITY SCHOOL OF NAPLES has sponsored the creation of one or more 401k plans.

Company Name: COMMUNITY SCHOOL OF NAPLES

Employer identification number (EIN): 591920297

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 PAUL SELVIDIO 2024-10-13
001 2022-01-01 PAUL SELVIDIO 2023-10-15
001 2021-01-01 JESSICA MERRILL 2022-12-12
001 2020-01-01 JESSICA MERRILL 2021-10-11
001 2019-01-01 ILONA LAWRENCE 2020-09-29
001 2018-01-01 ILONA LAWRENCE 2019-10-07
001 2017-01-01
001 2016-01-01
001 2015-01-01 ILONA LAWRENCE
001 2014-01-01 ILONA LAWRENCE
001 2013-01-01 ILONA LAWRENCE
001 2012-01-01 ILONA LAWRENCE
001 2011-01-01 ILONA LAWRENCE
001 2010-01-01 ILONA LAWRENCE
001 2009-01-01 ILONA LAWRENCE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	PAUL SELVIDIO	2024-10-13
001	2022-01-01	PAUL SELVIDIO	2023-10-15
001	2021-01-01	JESSICA MERRILL	2022-12-12
001	2020-01-01	JESSICA MERRILL	2021-10-11
001	2019-01-01	ILONA LAWRENCE	2020-09-29
001	2018-01-01	ILONA LAWRENCE	2019-10-07
001	2017-01-01
001	2016-01-01
001	2015-01-01	ILONA LAWRENCE
001	2014-01-01	ILONA LAWRENCE
001	2013-01-01	ILONA LAWRENCE
001	2012-01-01	ILONA LAWRENCE
001	2011-01-01	ILONA LAWRENCE
001	2010-01-01	ILONA LAWRENCE
001	2009-01-01	ILONA LAWRENCE

Plan Statistics for COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN

401k plan membership statisitcs for COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN

Measure Date Value
2023: COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 346
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 254
Number of retired or separated participants receiving benefits 2023-01-01 1
Number of other retired or separated participants entitled to future benefits 2023-01-01 80
Total of all active and inactive participants 2023-01-01 335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 335
Number of participants with account balances 2023-01-01 259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 413
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 273
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 72
Total of all active and inactive participants 2022-01-01 346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 346
Number of participants with account balances 2022-01-01 250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 404
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 263
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 149
Total of all active and inactive participants 2021-01-01 413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 414
Number of participants with account balances 2021-01-01 334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 416
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 247
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 155
Total of all active and inactive participants 2020-01-01 403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 404
Number of participants with account balances 2020-01-01 320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 406
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 247
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 160
Total of all active and inactive participants 2019-01-01 408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 409
Number of participants with account balances 2019-01-01 321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 256
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 235
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 50
Total of all active and inactive participants 2018-01-01 286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 286
Number of participants with account balances 2018-01-01 202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 265
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 214
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 40
Total of all active and inactive participants 2017-01-01 254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 254
Number of participants with account balances 2017-01-01 173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 281
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 229
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 36
Total of all active and inactive participants 2016-01-01 265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 265
Number of participants with account balances 2016-01-01 174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 266
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 249
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 32
Total of all active and inactive participants 2015-01-01 281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 281
Number of participants with account balances 2015-01-01 163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 365
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 245
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 21
Total of all active and inactive participants 2014-01-01 266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 266
Number of participants with account balances 2014-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 245
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 233
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 132
Total of all active and inactive participants 2013-01-01 365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 365
Number of participants with account balances 2013-01-01 247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 240
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 122
Number of other retired or separated participants entitled to future benefits 2012-01-01 122
Total of all active and inactive participants 2012-01-01 244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 245
Number of participants with account balances 2012-01-01 240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 235
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 130
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 110
Total of all active and inactive participants 2011-01-01 240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 240
Number of participants with account balances 2011-01-01 229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 226
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 136
Number of other retired or separated participants entitled to future benefits 2010-01-01 99
Total of all active and inactive participants 2010-01-01 235
Total participants 2010-01-01 235
Number of participants with account balances 2010-01-01 221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 229
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 131
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 91
Total of all active and inactive participants 2009-01-01 222
Total participants 2009-01-01 222
Number of participants with account balances 2009-01-01 215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	346
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	254
Number of retired or separated participants receiving benefits	2023-01-01	1
Number of other retired or separated participants entitled to future benefits	2023-01-01	80
Total of all active and inactive participants	2023-01-01	335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	335
Number of participants with account balances	2023-01-01	259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	413
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	273
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	72
Total of all active and inactive participants	2022-01-01	346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	346
Number of participants with account balances	2022-01-01	250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	404
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	263
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	149
Total of all active and inactive participants	2021-01-01	413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	414
Number of participants with account balances	2021-01-01	334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	416
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	247
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	155
Total of all active and inactive participants	2020-01-01	403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	404
Number of participants with account balances	2020-01-01	320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	406
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	247
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	160
Total of all active and inactive participants	2019-01-01	408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	409
Number of participants with account balances	2019-01-01	321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	256
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	235
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	50
Total of all active and inactive participants	2018-01-01	286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	286
Number of participants with account balances	2018-01-01	202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	265
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	214
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	40
Total of all active and inactive participants	2017-01-01	254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	254
Number of participants with account balances	2017-01-01	173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	281
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	229
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	36
Total of all active and inactive participants	2016-01-01	265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	265
Number of participants with account balances	2016-01-01	174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	266
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	249
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	32
Total of all active and inactive participants	2015-01-01	281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	281
Number of participants with account balances	2015-01-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	365
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	245
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	21
Total of all active and inactive participants	2014-01-01	266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	266
Number of participants with account balances	2014-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	245
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	233
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	132
Total of all active and inactive participants	2013-01-01	365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	365
Number of participants with account balances	2013-01-01	247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	240
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	122
Number of other retired or separated participants entitled to future benefits	2012-01-01	122
Total of all active and inactive participants	2012-01-01	244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	245
Number of participants with account balances	2012-01-01	240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	235
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	130
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	110
Total of all active and inactive participants	2011-01-01	240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	240
Number of participants with account balances	2011-01-01	229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	226
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	136
Number of other retired or separated participants entitled to future benefits	2010-01-01	99
Total of all active and inactive participants	2010-01-01	235
Total participants	2010-01-01	235
Number of participants with account balances	2010-01-01	221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	229
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	131
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	91
Total of all active and inactive participants	2009-01-01	222
Total participants	2009-01-01	222
Number of participants with account balances	2009-01-01	215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN

Measure	Date	Value
2023 : COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total transfer of assets to this plan	2023-12-31	$838
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$5,981,906
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$1,862,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$1,789,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$2,125,037
Value of total assets at end of year	2023-12-31	$26,207,959
Value of total assets at beginning of year	2023-12-31	$22,087,692
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$73,070
Total interest from all sources	2023-12-31	$115,624
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$1,155,378
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$76,623
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$4,119,429
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$26,207,959
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$22,087,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$30,774
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$23,260,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$18,599,294
Value of interest in pooled separate accounts at end of year	2023-12-31	$230,704
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$283,712
Interest earned on other investments	2023-12-31	$115,624
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$2,716,985
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$3,204,686
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$3,779,950
Net investment gain/loss from pooled separate accounts	2023-12-31	$-38,705
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$893,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$1,789,407
Contract administrator fees	2023-12-31	$42,296
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Disclaimer
Accountancy firm name	2023-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2023-12-31	410746749
2022 : COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,985,855
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,279,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,205,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,101,793
Value of total assets at end of year	2022-12-31	$22,087,692
Value of total assets at beginning of year	2022-12-31	$25,353,318
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$74,264
Total interest from all sources	2022-12-31	$99,122
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$480,674
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$480,674
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,066,957
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$57,403
Total non interest bearing cash at beginning of year	2022-12-31	$7,583
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,265,626
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$22,087,692
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$25,353,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$18,599,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$22,057,174
Value of interest in pooled separate accounts at end of year	2022-12-31	$283,712
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$264,420
Interest earned on other investments	2022-12-31	$99,122
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$3,204,686
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$3,024,141
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$27,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-4,688,966
Net investment gain/loss from pooled separate accounts	2022-12-31	$21,522
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$977,433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,177,741
Contract administrator fees	2022-12-31	$74,264
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Disclaimer
Accountancy firm name	2022-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$4,688,857
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,019,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$952,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,875,697
Value of total assets at end of year	2021-12-31	$25,353,318
Value of total assets at beginning of year	2021-12-31	$21,684,444
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$67,156
Total interest from all sources	2021-12-31	$84,776
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,041,248
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$80,439
Total non interest bearing cash at end of year	2021-12-31	$7,583
Total non interest bearing cash at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,668,874
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$25,353,318
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$21,684,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$22,057,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$18,638,690
Value of interest in pooled separate accounts at end of year	2021-12-31	$264,420
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$226,517
Interest earned on other investments	2021-12-31	$84,776
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$3,024,141
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$2,819,237
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,688,208
Net investment gain/loss from pooled separate accounts	2021-12-31	$40,176
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$754,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$952,827
Contract administrator fees	2021-12-31	$67,156
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$763
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$4,557,897
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,179,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,125,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,703,322
Value of total assets at end of year	2020-12-31	$21,684,444
Value of total assets at beginning of year	2020-12-31	$19,305,428
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$54,071
Total interest from all sources	2020-12-31	$96,968
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$969,963
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$6
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,378,253
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$21,684,444
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$19,305,428
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$18,638,690
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$16,126,212
Value of interest in pooled separate accounts at end of year	2020-12-31	$226,517
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$237,233
Interest earned on other investments	2020-12-31	$96,968
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$2,819,237
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$2,941,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,759,632
Net investment gain/loss from pooled separate accounts	2020-12-31	$-2,025
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$733,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,125,573
Contract administrator fees	2020-12-31	$54,071
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$487
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$4,612,631
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,395,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,340,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,537,357
Value of total assets at end of year	2019-12-31	$19,305,428
Value of total assets at beginning of year	2019-12-31	$16,087,719
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$55,063
Total interest from all sources	2019-12-31	$105,158
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$863,704
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$4,476
Total non interest bearing cash at end of year	2019-12-31	$6
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,217,222
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$19,305,428
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$16,087,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$16,126,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$12,854,050
Value of interest in pooled separate accounts at end of year	2019-12-31	$237,233
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$200,477
Interest earned on other investments	2019-12-31	$105,158
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$2,941,977
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$3,033,192
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$110,077
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,958,684
Net investment gain/loss from pooled separate accounts	2019-12-31	$11,432
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$669,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,230,269
Contract administrator fees	2019-12-31	$55,063
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2019-12-31	410746749
2018 : COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$484
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$840,452
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$729,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$673,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,503,918
Value of total assets at end of year	2018-12-31	$16,087,719
Value of total assets at beginning of year	2018-12-31	$15,976,690
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$56,827
Total interest from all sources	2018-12-31	$108,302
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$832,681
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$96,477
Total non interest bearing cash at beginning of year	2018-12-31	$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$110,545
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$16,087,719
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$15,976,690
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$12,854,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$12,796,690
Value of interest in pooled separate accounts at end of year	2018-12-31	$200,477
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$254,524
Interest earned on other investments	2018-12-31	$108,302
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$3,033,192
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$2,925,471
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$5,441
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-782,403
Net investment gain/loss from pooled separate accounts	2018-12-31	$10,635
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$574,760
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$667,639
Contract administrator fees	2018-12-31	$56,827
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CLIFTONLARSONALLEN
Accountancy firm EIN	2018-12-31	410746749
2017 : COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$489
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$3,463,416
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,227,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,168,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,368,945
Value of total assets at end of year	2017-12-31	$15,976,690
Value of total assets at beginning of year	2017-12-31	$13,740,556
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$59,351
Total interest from all sources	2017-12-31	$102,809
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$792,925
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$19,670
Total non interest bearing cash at end of year	2017-12-31	$5
Total non interest bearing cash at beginning of year	2017-12-31	$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,235,645
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$15,976,690
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$13,740,556
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$19,346
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$12,796,690
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$10,527,687
Value of interest in pooled separate accounts at end of year	2017-12-31	$254,524
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$285,982
Interest earned on other investments	2017-12-31	$102,809
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$2,925,471
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$2,926,886
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$3,133
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,979,962
Net investment gain/loss from pooled separate accounts	2017-12-31	$11,700
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$556,350
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,165,287
Contract administrator fees	2017-12-31	$40,005
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CLIFTONLARSONALLEN
Accountancy firm EIN	2017-12-31	410746749
2016 : COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$484
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$2,079,886
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$892,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$838,532
Value of total corrective distributions	2016-12-31	$3,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,291,588
Value of total assets at end of year	2016-12-31	$13,740,556
Value of total assets at beginning of year	2016-12-31	$12,553,062
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$50,502
Total interest from all sources	2016-12-31	$112,381
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$760,799
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$25,835
Total non interest bearing cash at end of year	2016-12-31	$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,187,010
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$13,740,556
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$12,553,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$15,447
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$10,527,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$9,714,075
Value of interest in pooled separate accounts at end of year	2016-12-31	$285,982
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$268,163
Interest earned on other investments	2016-12-31	$112,381
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$2,926,886
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$2,570,718
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$661,927
Net investment gain or loss from common/collective trusts	2016-12-31	$13,990
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$504,954
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$838,532
Contract administrator fees	2016-12-31	$35,055
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CLIFTONLARSONALLEN
Accountancy firm EIN	2016-12-31	410746749
2015 : COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$486
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,206,792
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$579,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$535,286
Value of total corrective distributions	2015-12-31	$106
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,072,804
Value of total assets at end of year	2015-12-31	$12,553,062
Value of total assets at beginning of year	2015-12-31	$11,925,573
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$44,397
Total interest from all sources	2015-12-31	$98,973
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$251,360
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$251,360
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$676,976
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$627,003
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$12,553,062
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$11,925,573
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$9,714,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$9,130,988
Value of interest in pooled separate accounts at end of year	2015-12-31	$268,163
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$246,646
Interest earned on other investments	2015-12-31	$98,973
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$2,570,718
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$2,547,939
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-236,328
Net investment gain/loss from pooled separate accounts	2015-12-31	$19,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$395,828
Employer contributions (assets) at end of year	2015-12-31	$106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$535,286
Contract administrator fees	2015-12-31	$44,397
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CLIFTONLARSONALLEN
Accountancy firm EIN	2015-12-31	410746749
2014 : COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,692,511
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$720,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$682,486
Value of total corrective distributions	2014-12-31	$328
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$928,316
Value of total assets at end of year	2014-12-31	$11,925,573
Value of total assets at beginning of year	2014-12-31	$10,953,577
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$37,701
Total interest from all sources	2014-12-31	$105,255
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$554,579
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$11,858
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$971,996
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$11,925,573
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$10,953,577
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$9,130,988
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$8,104,311
Value of interest in pooled separate accounts at end of year	2014-12-31	$246,646
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$243,714
Interest earned on other investments	2014-12-31	$105,255
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$2,547,939
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$2,605,552
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$630,199
Net investment gain/loss from pooled separate accounts	2014-12-31	$28,741
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$361,879
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$682,486
Contract administrator fees	2014-12-31	$37,701
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CLIFTON LARSON ALLEN
Accountancy firm EIN	2014-12-31	410746749
2013 : COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$2,970,055
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$529,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$511,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,514,253
Value of total assets at end of year	2013-12-31	$10,953,577
Value of total assets at beginning of year	2013-12-31	$8,513,042
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$17,915
Total interest from all sources	2013-12-31	$103,620
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$576,571
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$560,425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,440,535
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$10,953,577
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$8,513,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$8,104,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$5,623,387
Value of interest in pooled separate accounts at end of year	2013-12-31	$243,714
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$425,819
Interest earned on other investments	2013-12-31	$103,620
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$2,605,552
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$2,463,836
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$28,801
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,329,020
Net investment gain/loss from pooled separate accounts	2013-12-31	$23,162
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$377,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$482,804
Contract administrator fees	2013-12-31	$17,915
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CLIFTONLARSONALLEN
Accountancy firm EIN	2013-12-31	410746749
2012 : COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,359,592
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$493,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$449,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$518,714
Value of total assets at end of year	2012-12-31	$8,513,042
Value of total assets at beginning of year	2012-12-31	$7,646,934
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$44,057
Total interest from all sources	2012-12-31	$23,172
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$330,004
Other income not declared elsewhere	2012-12-31	$14
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$866,108
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$8,513,042
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$7,646,934
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$44,057
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$5,623,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$4,935,885
Value of interest in pooled separate accounts at end of year	2012-12-31	$425,819
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$409,720
Interest earned on other investments	2012-12-31	$23,172
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$2,463,836
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$2,301,329
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$777,449
Net investment gain/loss from pooled separate accounts	2012-12-31	$40,243
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$188,710
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$449,427
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	CLIFTONLARSONALLEN
Accountancy firm EIN	2012-12-31	410746749
2011 : COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$551,484
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$224,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$224,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$494,315
Value of total assets at end of year	2011-12-31	$7,646,934
Value of total assets at beginning of year	2011-12-31	$7,320,145
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$90,525
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$329,620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$326,789
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$7,646,934
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$7,320,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$4,935,885
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$4,835,290
Value of interest in pooled separate accounts at end of year	2011-12-31	$409,720
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$372,906
Interest earned on other investments	2011-12-31	$90,525
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$2,301,329
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$2,111,949
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-82,030
Net investment gain/loss from pooled separate accounts	2011-12-31	$48,674
Net investment gain or loss from common/collective trusts	2011-12-31	$0
Net gain/loss from 103.12 investment entities	2011-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Assets. Invements in employer securities at end of year	2011-12-31	$0
Assets. Invements in employer securities at beginning of year	2011-12-31	$0
Contributions received in cash from employer	2011-12-31	$164,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$224,695
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	CLIFTONLARSONALLEN
Accountancy firm EIN	2011-12-31	410746749
2010 : COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$619,851
Total unrealized appreciation/depreciation of assets	2010-12-31	$619,851
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,028,724
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$277,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$277,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$381,016
Value of total assets at end of year	2010-12-31	$7,320,145
Value of total assets at beginning of year	2010-12-31	$6,568,832
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$18,854
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	No
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$319,078
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$14,280
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$1,797
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$751,313
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$7,320,145
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$6,568,832
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$4,835,290
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$4,279,468
Value of interest in pooled separate accounts at end of year	2010-12-31	$372,906
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$331,569
Interest earned on other investments	2010-12-31	$18,854
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$2,111,949
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$1,943,515
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$12,362
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$18,904
Net investment gain/loss from pooled separate accounts	2010-12-31	$-9,901
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$60,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$265,049
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	LARSONALLEN LLP
Accountancy firm EIN	2010-12-31	410746749

Form 5500 Responses for COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN

2023: COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: COMMUNITY SCHOOL OF NAPLES DC RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

314067

Policy instance

Insurance contract or identification number	314067
Number of Individuals Covered	129
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

808399

Policy instance

Insurance contract or identification number	808399
Number of Individuals Covered	335
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

314067

Policy instance

Insurance contract or identification number	314067
Number of Individuals Covered	133
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

808399

Policy instance

Insurance contract or identification number	808399
Number of Individuals Covered	346
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

314067

Policy instance

Insurance contract or identification number	314067
Number of Individuals Covered	141
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

808399

Policy instance

Insurance contract or identification number	808399
Number of Individuals Covered	315
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

314067

Policy instance

Insurance contract or identification number	314067
Number of Individuals Covered	147
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

808399

Policy instance

Insurance contract or identification number	808399
Number of Individuals Covered	300
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

314067

Policy instance

Insurance contract or identification number	314067
Number of Individuals Covered	159
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

808399

Policy instance

Insurance contract or identification number	808399
Number of Individuals Covered	298
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

314067

Policy instance

Insurance contract or identification number	314067
Number of Individuals Covered	166
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

808399

Policy instance

Insurance contract or identification number	808399
Number of Individuals Covered	286
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

314067

Policy instance

Insurance contract or identification number	314067
Number of Individuals Covered	169
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

808399

Policy instance

Insurance contract or identification number	808399
Number of Individuals Covered	254
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	COMMUNITY SCHOOL OF NAPLES
Employer identification number (EIN):	591920297
NAIC Classification:	611000