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RETIREMENT PLAN FOR STAFF OF BERTSCHI SCHOOL 401k Plan overview

Plan NameRETIREMENT PLAN FOR STAFF OF BERTSCHI SCHOOL
Plan identification number 001

RETIREMENT PLAN FOR STAFF OF BERTSCHI SCHOOL Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:BERTSCHI SCHOOL
Employer identification number (EIN):910975541
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR STAFF OF BERTSCHI SCHOOL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-07-01MICHAEL GARDNER2024-11-11
0012022-07-01MICHAEL GARDNER2023-10-31
0012021-07-01MICHAEL GARDNER2022-12-20
0012020-07-01MICHAEL GARDNER2021-09-20
0012019-07-01MICHAEL GARDNER2020-11-17
0012018-07-01MICHAEL GARDNER2019-12-16
0012017-07-01MICHAEL GARDNER2018-12-21
0012016-07-01MICHAEL GARDNER2018-03-19
0012015-07-01RAFAEL DEL CASTILLO2017-01-28 MIKE GARDNER2017-01-28
0012014-07-01BRIGITTE BERTSCHI2016-06-07 MIKE GARDNER2016-06-07
0012013-07-01BRIGITTE BERTSCHI2015-02-02 MIKE GARDNER2015-02-02
0012012-07-01BRIGITTE BERTSCHI2014-01-31 MIKE GARDNER2014-01-31
0012011-07-01BRIGITTE BERTSCHI2013-01-31 MIKE GARDNER2013-01-31
0012010-07-01BRIGITTE BERTSCHI2012-01-31 SCOTT VAN BATENBURG2012-01-31

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