401k Plan data: THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN plan

THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan Name	THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number	001

THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
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.

401k Sponsoring company profile

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

Company Name: THE WEBB SCHOOL

Employer identification number (EIN): 620401875

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2022-01-01
001 2021-01-01 JIM CALLIS 2022-10-12
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JOE IORIO JOE IORIO 2018-08-23
001 2016-01-01 JOE IORIO JOE IORIO 2017-10-10
001 2015-01-01 JOE IORIO JOE IORIO 2016-10-07
001 2014-01-01 JOE IORIO JOE IORIO 2015-10-01
001 2013-01-01 JOE IORIO JOE IORIO 2014-10-13
001 2012-01-01 JOE IORIO JOE IORIO 2013-07-31
001 2011-01-01 JOE IORIO JOE IORIO 2012-07-24
001 2010-01-01 JOE IORIO JOE IORIO 2011-09-23
001 2009-01-01 JOSEPH IORIO

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2022-01-01
001	2021-01-01	JIM CALLIS	2022-10-12
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	JOE IORIO		JOE IORIO	2018-08-23
001	2016-01-01	JOE IORIO		JOE IORIO	2017-10-10
001	2015-01-01	JOE IORIO		JOE IORIO	2016-10-07
001	2014-01-01	JOE IORIO		JOE IORIO	2015-10-01
001	2013-01-01	JOE IORIO		JOE IORIO	2014-10-13
001	2012-01-01	JOE IORIO		JOE IORIO	2013-07-31
001	2011-01-01	JOE IORIO		JOE IORIO	2012-07-24
001	2010-01-01	JOE IORIO		JOE IORIO	2011-09-23
001	2009-01-01	JOSEPH IORIO

Plan Statistics for THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 240
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 0
Number of participants with account balances 2022-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 223
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 116
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 123
Total of all active and inactive participants 2021-01-01 239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 240
Number of participants with account balances 2021-01-01 234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 208
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 103
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 120
Total of all active and inactive participants 2020-01-01 223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 223
Number of participants with account balances 2020-01-01 215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 203
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 107
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 100
Total of all active and inactive participants 2019-01-01 207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 208
Number of participants with account balances 2019-01-01 203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 198
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 96
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 106
Total of all active and inactive participants 2018-01-01 202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 203
Number of participants with account balances 2018-01-01 199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 199
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 104
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 94
Total of all active and inactive participants 2017-01-01 198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 198
Number of participants with account balances 2017-01-01 195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 190
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 103
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 96
Total of all active and inactive participants 2016-01-01 199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 199
Number of participants with account balances 2016-01-01 196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 182
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 100
Number of other retired or separated participants entitled to future benefits 2015-01-01 90
Total of all active and inactive participants 2015-01-01 190
Total participants 2015-01-01 190
Number of participants with account balances 2015-01-01 188
2014: THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 196
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 92
Number of other retired or separated participants entitled to future benefits 2014-01-01 90
Total of all active and inactive participants 2014-01-01 182
Total participants 2014-01-01 182
Number of participants with account balances 2014-01-01 181
2013: THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 183
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 110
Number of other retired or separated participants entitled to future benefits 2013-01-01 86
Total of all active and inactive participants 2013-01-01 196
Total participants 2013-01-01 196
Number of participants with account balances 2013-01-01 188
2012: THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 189
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 80
Number of retired or separated participants receiving benefits 2012-01-01 5
Number of other retired or separated participants entitled to future benefits 2012-01-01 98
Total of all active and inactive participants 2012-01-01 183
Total participants 2012-01-01 183
Number of participants with account balances 2012-01-01 183
2011: THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 186
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 102
Number of other retired or separated participants entitled to future benefits 2011-01-01 87
Total of all active and inactive participants 2011-01-01 189
Total participants 2011-01-01 189
Number of participants with account balances 2011-01-01 177
2010: THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 181
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 100
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 86
Total of all active and inactive participants 2010-01-01 186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 186
Number of participants with account balances 2010-01-01 173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 180
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 165
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 16
Total of all active and inactive participants 2009-01-01 181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 181
Number of participants with account balances 2009-01-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	240
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	0
Number of participants with account balances	2022-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	223
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	116
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	123
Total of all active and inactive participants	2021-01-01	239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	240
Number of participants with account balances	2021-01-01	234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	208
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	103
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	120
Total of all active and inactive participants	2020-01-01	223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	223
Number of participants with account balances	2020-01-01	215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	203
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	107
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	100
Total of all active and inactive participants	2019-01-01	207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	208
Number of participants with account balances	2019-01-01	203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	198
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	96
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	106
Total of all active and inactive participants	2018-01-01	202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	203
Number of participants with account balances	2018-01-01	199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	199
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	104
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	94
Total of all active and inactive participants	2017-01-01	198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	198
Number of participants with account balances	2017-01-01	195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	190
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	103
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	96
Total of all active and inactive participants	2016-01-01	199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	199
Number of participants with account balances	2016-01-01	196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	182
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	100
Number of other retired or separated participants entitled to future benefits	2015-01-01	90
Total of all active and inactive participants	2015-01-01	190
Total participants	2015-01-01	190
Number of participants with account balances	2015-01-01	188
2014: THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	196
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	92
Number of other retired or separated participants entitled to future benefits	2014-01-01	90
Total of all active and inactive participants	2014-01-01	182
Total participants	2014-01-01	182
Number of participants with account balances	2014-01-01	181
2013: THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	183
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	110
Number of other retired or separated participants entitled to future benefits	2013-01-01	86
Total of all active and inactive participants	2013-01-01	196
Total participants	2013-01-01	196
Number of participants with account balances	2013-01-01	188
2012: THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	189
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	80
Number of retired or separated participants receiving benefits	2012-01-01	5
Number of other retired or separated participants entitled to future benefits	2012-01-01	98
Total of all active and inactive participants	2012-01-01	183
Total participants	2012-01-01	183
Number of participants with account balances	2012-01-01	183
2011: THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	186
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	102
Number of other retired or separated participants entitled to future benefits	2011-01-01	87
Total of all active and inactive participants	2011-01-01	189
Total participants	2011-01-01	189
Number of participants with account balances	2011-01-01	177
2010: THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	181
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	100
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	86
Total of all active and inactive participants	2010-01-01	186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	186
Number of participants with account balances	2010-01-01	173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	180
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	165
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	16
Total of all active and inactive participants	2009-01-01	181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	181
Number of participants with account balances	2009-01-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Measure	Date	Value
2022 : THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-11-30	$0
Total transfer of assets from this plan	2022-11-30	$11,136,251
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-11-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-11-30	$0
Total income from all sources (including contributions)	2022-11-30	$-796,612
Total loss/gain on sale of assets	2022-11-30	$0
Total of all expenses incurred	2022-11-30	$501,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-11-30	$500,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-11-30	$533,663
Value of total assets at end of year	2022-11-30	$0
Value of total assets at beginning of year	2022-11-30	$12,433,943
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-11-30	$899
Total interest from all sources	2022-11-30	$102,925
Total dividends received (eg from common stock, registered investment company shares)	2022-11-30	$4,506
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-11-30	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2022-11-30	$0
Total dividends received from registered investment company shares (eg mutual funds)	2022-11-30	$4,506
Was this plan covered by a fidelity bond	2022-11-30	Yes
Value of fidelity bond cover	2022-11-30	$1,000,000
If this is an individual account plan, was there a blackout period	2022-11-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-11-30	No
Contributions received from participants	2022-11-30	$241,670
Participant contributions at end of year	2022-11-30	$0
Participant contributions at beginning of year	2022-11-30	$5,600
Other income not declared elsewhere	2022-11-30	$30
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-11-30	No
Value of net income/loss	2022-11-30	$-1,297,692
Value of net assets at end of year (total assets less liabilities)	2022-11-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2022-11-30	$12,433,943
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-11-30	No
Were any leases to which the plan was party in default or uncollectible	2022-11-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-11-30	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-11-30	$9,181,964
Value of interest in pooled separate accounts at end of year	2022-11-30	$0
Value of interest in pooled separate accounts at beginning of year	2022-11-30	$457,175
Interest on participant loans	2022-11-30	$521
Interest earned on other investments	2022-11-30	$102,404
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-11-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-11-30	$2,789,204
Expenses. Payments to insurance carriers foe the provision of benefits	2022-11-30	$187,967
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-11-30	$-1,488,644
Net investment gain/loss from pooled separate accounts	2022-11-30	$50,908
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-11-30	No
Was there a failure to transmit to the plan any participant contributions	2022-11-30	No
Has the plan failed to provide any benefit when due under the plan	2022-11-30	No
Contributions received in cash from employer	2022-11-30	$291,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-11-30	$312,214
Contract administrator fees	2022-11-30	$899
Did the plan have assets held for investment	2022-11-30	No
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	2022-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-11-30	Yes
Opinion of an independent qualified public accountant for this plan	2022-11-30	Disclaimer
Accountancy firm name	2022-11-30	KRAFTCPAS PLLC
Accountancy firm EIN	2022-11-30	620713250
Total unrealized appreciation/depreciation of assets	2022-11-15	$0
Total transfer of assets from this plan	2022-11-15	$11,136,251
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-11-15	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-11-15	$0
Total income from all sources (including contributions)	2022-11-15	$-796,612
Total loss/gain on sale of assets	2022-11-15	$0
Total of all expenses incurred	2022-11-15	$501,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-11-15	$500,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-11-15	$533,663
Value of total assets at end of year	2022-11-15	$0
Value of total assets at beginning of year	2022-11-15	$12,433,943
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-11-15	$899
Total interest from all sources	2022-11-15	$102,925
Total dividends received (eg from common stock, registered investment company shares)	2022-11-15	$4,506
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-11-15	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2022-11-15	$0
Total dividends received from registered investment company shares (eg mutual funds)	2022-11-15	$4,506
Was this plan covered by a fidelity bond	2022-11-15	Yes
Value of fidelity bond cover	2022-11-15	$1,000,000
If this is an individual account plan, was there a blackout period	2022-11-15	No
Were there any nonexempt tranactions with any party-in-interest	2022-11-15	No
Contributions received from participants	2022-11-15	$241,670
Participant contributions at end of year	2022-11-15	$0
Participant contributions at beginning of year	2022-11-15	$5,600
Other income not declared elsewhere	2022-11-15	$30
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-11-15	No
Value of net income/loss	2022-11-15	$-1,297,692
Value of net assets at end of year (total assets less liabilities)	2022-11-15	$0
Value of net assets at beginning of year (total assets less liabilities)	2022-11-15	$12,433,943
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-11-15	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-11-15	No
Were any leases to which the plan was party in default or uncollectible	2022-11-15	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-11-15	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-11-15	$9,181,964
Value of interest in pooled separate accounts at end of year	2022-11-15	$0
Value of interest in pooled separate accounts at beginning of year	2022-11-15	$457,175
Interest on participant loans	2022-11-15	$521
Interest earned on other investments	2022-11-15	$102,404
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-11-15	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-11-15	$2,789,204
Expenses. Payments to insurance carriers foe the provision of benefits	2022-11-15	$187,967
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-11-15	$-1,488,644
Net investment gain/loss from pooled separate accounts	2022-11-15	$50,908
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-11-15	No
Was there a failure to transmit to the plan any participant contributions	2022-11-15	No
Has the plan failed to provide any benefit when due under the plan	2022-11-15	No
Contributions received in cash from employer	2022-11-15	$291,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-11-15	$312,214
Contract administrator fees	2022-11-15	$899
Did the plan have assets held for investment	2022-11-15	No
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	2022-11-15	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-11-15	Yes
Opinion of an independent qualified public accountant for this plan	2022-11-15	Disclaimer
Accountancy firm name	2022-11-15	KRAFTCPAS PLLC
Accountancy firm EIN	2022-11-15	620713250
2021 : THE WEBB SCHOOL DEFINED CONTRIBUTION 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	$2,151,816
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,519,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,518,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$577,826
Value of total assets at end of year	2021-12-31	$12,433,943
Value of total assets at beginning of year	2021-12-31	$11,801,424
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$758
Total interest from all sources	2021-12-31	$102,229
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$37,632
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$37,632
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
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	$200,197
Participant contributions at end of year	2021-12-31	$5,600
Participant contributions at beginning of year	2021-12-31	$7,591
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$104,463
Other income not declared elsewhere	2021-12-31	$21
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	$632,519
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$12,433,943
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$11,801,424
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	$9,181,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$8,380,690
Value of interest in pooled separate accounts at end of year	2021-12-31	$457,175
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$460,107
Interest on participant loans	2021-12-31	$520
Interest earned on other investments	2021-12-31	$101,709
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$2,789,204
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$2,953,036
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$406,449
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,361,806
Net investment gain/loss from pooled separate accounts	2021-12-31	$72,302
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	Yes
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	$273,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,112,090
Contract administrator fees	2021-12-31	$758
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	KRAFTCPAS PLLC
Accountancy firm EIN	2021-12-31	620713250
2020 : THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
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	$1,891,928
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$513,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$513,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$444,136
Value of total assets at end of year	2020-12-31	$11,801,424
Value of total assets at beginning of year	2020-12-31	$10,422,982
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$297
Total interest from all sources	2020-12-31	$114,558
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$14,021
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$14,021
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
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	$186,911
Participant contributions at end of year	2020-12-31	$7,591
Participant contributions at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$3
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	$1,378,442
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$11,801,424
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$10,422,982
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	$8,380,690
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$6,928,803
Value of interest in pooled separate accounts at end of year	2020-12-31	$460,107
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$504,493
Interest on participant loans	2020-12-31	$347
Interest earned on other investments	2020-12-31	$114,211
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$2,953,036
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$2,989,686
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,323,450
Net investment gain/loss from pooled separate accounts	2020-12-31	$-4,240
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	$257,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$513,189
Contract administrator fees	2020-12-31	$297
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	KRAFTCPAS PLLC
Accountancy firm EIN	2020-12-31	620713250
2019 : THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$2,152,306
Total transfer of assets to this plan	2019-12-31	$2,152,306
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
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 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	$1,558,749
Total income from all sources (including contributions)	2019-12-31	$1,558,749
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$542,975
Total of all expenses incurred	2019-12-31	$542,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$542,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$542,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$347,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$347,766
Value of total assets at end of year	2019-12-31	$10,422,982
Value of total assets at end of year	2019-12-31	$10,422,982
Value of total assets at beginning of year	2019-12-31	$7,254,902
Value of total assets at beginning of year	2019-12-31	$7,254,902
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$34
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$34
Total interest from all sources	2019-12-31	$104,245
Total interest from all sources	2019-12-31	$104,245
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$5,244
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$5,244
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$5,244
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$5,244
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
Value of fidelity bond cover	2019-12-31	$1,000,000
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
Funding deficiency by the employer to the plan for this plan year	2019-12-31	$0
Minimum employer required contribution for this plan year	2019-12-31	$230,988
Amount contributed by the employer to the plan for this plan year	2019-12-31	$230,988
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$116,778
Contributions received from participants	2019-12-31	$116,778
Other income not declared elsewhere	2019-12-31	$705
Other income not declared elsewhere	2019-12-31	$705
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
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	$1,015,774
Value of net income/loss	2019-12-31	$1,015,774
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$10,422,982
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$10,422,982
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$7,254,902
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$7,254,902
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 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
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	$6,928,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,295,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,295,369
Value of interest in pooled separate accounts at end of year	2019-12-31	$504,493
Value of interest in pooled separate accounts at end of year	2019-12-31	$504,493
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$284,560
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$284,560
Interest earned on other investments	2019-12-31	$104,245
Interest earned on other investments	2019-12-31	$104,245
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$2,989,686
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$2,989,686
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$2,674,973
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$2,674,973
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$361,148
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$361,148
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,084,538
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,084,538
Net investment gain/loss from pooled separate accounts	2019-12-31	$16,251
Net investment gain/loss from pooled separate accounts	2019-12-31	$16,251
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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
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
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	$230,988
Contributions received in cash from employer	2019-12-31	$230,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$181,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$181,793
Contract administrator fees	2019-12-31	$34
Contract administrator fees	2019-12-31	$34
Did the plan have assets held for investment	2019-12-31	Yes
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
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	KRAFTCPAS PLLC
Accountancy firm name	2019-12-31	KRAFTCPAS PLLC
Accountancy firm EIN	2019-12-31	620713250
Accountancy firm EIN	2019-12-31	620713250
2018 : THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
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	$25,348
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,207,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,207,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$267,395
Value of total assets at end of year	2018-12-31	$7,254,902
Value of total assets at beginning of year	2018-12-31	$8,436,636
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total interest from all sources	2018-12-31	$111,375
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	$1,000,000
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
Funding deficiency by the employer to the plan for this plan year	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$231,978
Amount contributed by the employer to the plan for this plan year	2018-12-31	$231,978
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$35,417
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	$-1,181,734
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$7,254,902
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$8,436,636
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	$4,295,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$5,261,378
Value of interest in pooled separate accounts at end of year	2018-12-31	$284,560
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$257,177
Interest earned on other investments	2018-12-31	$111,375
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$2,674,973
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$2,918,081
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$328,565
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-366,165
Net investment gain/loss from pooled separate accounts	2018-12-31	$12,743
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	$231,978
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$878,517
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	KRAFTCPAS PLLC
Accountancy firm EIN	2018-12-31	620713250
2017 : THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
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	$1,405,503
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,032,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,032,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$293,173
Value of total assets at end of year	2017-12-31	$8,436,636
Value of total assets at beginning of year	2017-12-31	$8,063,444
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$0
Total interest from all sources	2017-12-31	$29,800
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	$1,000,000
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	$35,693
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$43,454
Other income not declared elsewhere	2017-12-31	$88,257
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	$373,192
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$8,436,636
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$8,063,444
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$5,261,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$4,981,320
Value of interest in pooled separate accounts at end of year	2017-12-31	$257,177
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$230,850
Interest earned on other investments	2017-12-31	$29,800
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$2,918,081
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$2,851,274
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$57,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$983,742
Net investment gain/loss from pooled separate accounts	2017-12-31	$10,531
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	$214,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$974,430
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	KRAFTCPAS PLLC
Accountancy firm EIN	2017-12-31	620713250
2016 : THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
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	$809,918
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$503,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$503,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$337,355
Value of total assets at end of year	2016-12-31	$8,063,444
Value of total assets at beginning of year	2016-12-31	$7,757,370
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$0
Total interest from all sources	2016-12-31	$124,184
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	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$43,508
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$84,061
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	$306,074
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$8,063,444
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$7,757,370
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$4,981,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$4,821,489
Value of interest in pooled separate accounts at end of year	2016-12-31	$230,850
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$196,707
Interest earned on other investments	2016-12-31	$124,184
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$2,851,274
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$2,739,174
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$6,874
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$337,690
Net investment gain/loss from pooled separate accounts	2016-12-31	$10,689
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	$209,786
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$496,970
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	KRAFTCPAS PLLC
Accountancy firm EIN	2016-12-31	620713250
2015 : THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$601,500
Total of all expenses incurred	2015-12-31	$689,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$689,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$469,665
Value of total assets at end of year	2015-12-31	$7,757,370
Value of total assets at beginning of year	2015-12-31	$7,845,065
Total interest from all sources	2015-12-31	$33,553
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$67,305
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$188,734
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	$-87,695
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$7,757,370
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$7,845,065
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	$4,821,489
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$5,017,606
Value of interest in pooled separate accounts at end of year	2015-12-31	$196,707
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$173,855
Interest earned on other investments	2015-12-31	$33,553
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$2,739,174
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$2,653,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$84,098
Net investment gain/loss from pooled separate accounts	2015-12-31	$14,184
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	$213,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$689,195
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
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	DEMPSEY VANTREASE & FOLLIS PLLC
Accountancy firm EIN	2015-12-31	611736974
2014 : THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$710,940
Total of all expenses incurred	2014-12-31	$397,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$397,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$261,815
Value of total assets at end of year	2014-12-31	$7,845,065
Value of total assets at beginning of year	2014-12-31	$7,531,230
Total interest from all sources	2014-12-31	$110,306
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	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$65,577
Participant contributions at beginning of year	2014-12-31	$5,645
Other income not declared elsewhere	2014-12-31	$159
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	$313,835
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$7,845,065
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$7,531,230
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	$5,017,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$4,831,949
Value of interest in pooled separate accounts at end of year	2014-12-31	$173,855
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$176,251
Interest earned on other investments	2014-12-31	$110,306
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$2,653,604
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$2,501,370
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$317,508
Net investment gain/loss from pooled separate accounts	2014-12-31	$21,152
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	$196,238
Employer contributions (assets) at beginning of year	2014-12-31	$16,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$397,105
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
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	DEMPSEY VANTREASE & FOLLIS PLLC
Accountancy firm EIN	2014-12-31	621736974
2013 : THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$76,323
Total unrealized appreciation/depreciation of assets	2013-12-31	$76,323
Total income from all sources (including contributions)	2013-12-31	$1,334,786
Total of all expenses incurred	2013-12-31	$275,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$275,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$263,599
Value of total assets at end of year	2013-12-31	$7,531,230
Value of total assets at beginning of year	2013-12-31	$6,471,977
Total interest from all sources	2013-12-31	$25,912
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
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$70,761
Participant contributions at end of year	2013-12-31	$5,645
Participant contributions at beginning of year	2013-12-31	$5,703
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	$1,059,253
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$7,531,230
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$6,471,977
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	$4,831,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$3,918,538
Value of interest in pooled separate accounts at end of year	2013-12-31	$176,251
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$143,227
Interest earned on other investments	2013-12-31	$25,912
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$2,501,370
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$2,390,628
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$237
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$954,142
Net investment gain/loss from pooled separate accounts	2013-12-31	$14,810
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	$192,838
Employer contributions (assets) at end of year	2013-12-31	$16,015
Employer contributions (assets) at beginning of year	2013-12-31	$13,881
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$275,296
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
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	DEMPSEY VANTREASE & FOLLIS PLLC
Accountancy firm EIN	2013-12-31	621736974
2012 : THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$78,816
Total unrealized appreciation/depreciation of assets	2012-12-31	$78,816
Total income from all sources (including contributions)	2012-12-31	$873,355
Total of all expenses incurred	2012-12-31	$307,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$307,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$250,485
Value of total assets at end of year	2012-12-31	$6,471,977
Value of total assets at beginning of year	2012-12-31	$5,906,534
Total interest from all sources	2012-12-31	$21,916
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	$69,587
Participant contributions at end of year	2012-12-31	$5,703
Participant contributions at beginning of year	2012-12-31	$5,459
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	$565,443
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$6,471,977
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$5,906,534
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$3,918,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$3,350,313
Value of interest in pooled separate accounts at end of year	2012-12-31	$143,227
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$109,943
Interest earned on other investments	2012-12-31	$21,916
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$2,390,628
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$2,426,868
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$214,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$510,362
Net investment gain/loss from pooled separate accounts	2012-12-31	$11,776
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	$180,898
Employer contributions (assets) at end of year	2012-12-31	$13,881
Employer contributions (assets) at beginning of year	2012-12-31	$13,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$93,305
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
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	DEMPSEY VANTREASE & FOLLIS PLLC
Accountancy firm EIN	2012-12-31	621736974
2011 : THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$75,124
Total unrealized appreciation/depreciation of assets	2011-12-31	$75,124
Total income from all sources (including contributions)	2011-12-31	$249,642
Total of all expenses incurred	2011-12-31	$277,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$277,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$247,402
Value of total assets at end of year	2011-12-31	$5,906,534
Value of total assets at beginning of year	2011-12-31	$5,934,495
Total interest from all sources	2011-12-31	$21,212
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
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	$67,669
Participant contributions at end of year	2011-12-31	$5,459
Participant contributions at beginning of year	2011-12-31	$7,027
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$2,664
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	$-27,961
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$5,906,534
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$5,934,495
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	$3,350,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$3,492,504
Value of interest in pooled separate accounts at end of year	2011-12-31	$109,943
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$105,468
Interest earned on other investments	2011-12-31	$21,212
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$2,426,868
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$2,310,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-107,381
Net investment gain/loss from pooled separate accounts	2011-12-31	$13,285
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	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$179,733
Employer contributions (assets) at end of year	2011-12-31	$13,951
Employer contributions (assets) at beginning of year	2011-12-31	$16,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$277,603
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
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	DEMPSEY VANTREASE & FOLLIS PLLC
Accountancy firm EIN	2011-12-31	621736974
2010 : THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$773,893
Total of all expenses incurred	2010-12-31	$324,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$324,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$266,229
Value of total assets at end of year	2010-12-31	$5,934,495
Value of total assets at beginning of year	2010-12-31	$5,485,299
Total interest from all sources	2010-12-31	$88,642
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
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	$77,429
Participant contributions at end of year	2010-12-31	$7,027
Participant contributions at beginning of year	2010-12-31	$6,925
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$12,634
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$2,664
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$1,517
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	$449,196
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$5,934,495
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$5,485,299
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	$3,492,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,180,890
Value of interest in pooled separate accounts at end of year	2010-12-31	$105,468
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$82,689
Interest earned on other investments	2010-12-31	$88,642
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$2,310,536
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$2,198,451
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$76,049
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$407,552
Net investment gain/loss from pooled separate accounts	2010-12-31	$11,470
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	Yes
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	$176,166
Employer contributions (assets) at end of year	2010-12-31	$16,296
Employer contributions (assets) at beginning of year	2010-12-31	$14,827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$248,648
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
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	DEMPSEY VANTEASE & FOLLIS PLLC
Accountancy firm EIN	2010-12-31	621736974
2009 : THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

2022: THE WEBB SCHOOL DEFINED CONTRIBUTION 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	Yes
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2021: THE WEBB SCHOOL DEFINED CONTRIBUTION 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: THE WEBB SCHOOL DEFINED CONTRIBUTION 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: THE WEBB SCHOOL DEFINED CONTRIBUTION 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: THE WEBB SCHOOL DEFINED CONTRIBUTION 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 benefit arrangement – Insurance	Yes
2017: THE WEBB SCHOOL DEFINED CONTRIBUTION 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: THE WEBB SCHOOL DEFINED CONTRIBUTION 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: THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
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: THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
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: THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
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: THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
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: THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
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: THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
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: THE WEBB SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
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

314308

Policy instance

Insurance contract or identification number	314308
Number of Individuals Covered	0
Insurance policy start date	2022-01-01
Insurance policy end date	2022-11-15
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

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

Policy contract number

314308

Policy instance

Insurance contract or identification number	314308
Number of Individuals Covered	0
Insurance policy start date	2022-01-01
Insurance policy end date	2022-11-30
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

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

Policy contract number

314308

Policy instance

Insurance contract or identification number	314308
Number of Individuals Covered	188
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

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

Policy contract number

314308

Policy instance

Insurance contract or identification number	314308
Number of Individuals Covered	194
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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

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

Policy contract number

314308

Policy instance

Insurance contract or identification number	314308
Number of Individuals Covered	193
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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

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

Policy contract number

314308

Policy instance

Insurance contract or identification number	314308
Number of Individuals Covered	199
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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

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

Policy contract number

314308

Policy instance

Insurance contract or identification number	314308
Number of Individuals Covered	195
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

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

Policy contract number

314308

Policy instance

Insurance contract or identification number	314308
Number of Individuals Covered	188
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
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

314308

Policy instance

Insurance contract or identification number	314308
Number of Individuals Covered	181
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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 guaranteed investment?	Yes
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

314308

Policy instance

Insurance contract or identification number	314308
Number of Individuals Covered	188
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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 guaranteed investment?	Yes
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

314308

Policy instance

Insurance contract or identification number	314308
Number of Individuals Covered	183
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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 guaranteed investment?	Yes
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

314308

Policy instance

Insurance contract or identification number	314308
Number of Individuals Covered	177
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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 guaranteed investment?	Yes
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

314308

Policy instance

Insurance contract or identification number	314308
Number of Individuals Covered	172
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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 guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	THE WEBB SCHOOL
Employer identification number (EIN):	620401875
NAIC Classification:	611000