Logo

THE OPEN WINDOW SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameTHE OPEN WINDOW SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 002

THE OPEN WINDOW SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:THE OPEN WINDOW SCHOOL
Employer identification number (EIN):911303536
NAIC Classification:611000

Additional information about THE OPEN WINDOW SCHOOL

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1985-03-28
Company Identification Number: 600493978
Legal Registered Office Address: 6128 168TH PL SE

BELLEVUE
United States of America (USA)
980060000

More information about THE OPEN WINDOW SCHOOL

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MARJA ZIUZIN
0022016-01-01MARJA ZIUZIN
0022015-01-01MARJA ZIUZIN
0022014-01-01MARJA ZIUZIN2015-07-16
0022013-01-01MARJA ZIUZIN2014-06-30
0022012-01-01MARJA ZIUZIN2013-07-17
0022011-01-01MARJA ZIUZIN2012-07-20
0022010-01-01MARJA ZIUZIN2011-09-21

Plan Statistics for THE OPEN WINDOW SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

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

Measure Date Value
2023: THE OPEN WINDOW SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01204
Total number of active participants reported on line 7a of the Form 55002023-01-0178
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01123
Total of all active and inactive participants2023-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01201
Number of participants with account balances2023-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: THE OPEN WINDOW SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01195
Total number of active participants reported on line 7a of the Form 55002022-01-0181
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01123
Total of all active and inactive participants2022-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01204
Number of participants with account balances2022-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE OPEN WINDOW SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01193
Total number of active participants reported on line 7a of the Form 55002021-01-0177
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01118
Total of all active and inactive participants2021-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01195
Number of participants with account balances2021-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE OPEN WINDOW SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01211
Total number of active participants reported on line 7a of the Form 55002020-01-0187
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01105
Total of all active and inactive participants2020-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01193
Number of participants with account balances2020-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE OPEN WINDOW SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01208
Total number of active participants reported on line 7a of the Form 55002019-01-0183
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01127
Total of all active and inactive participants2019-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01211
Number of participants with account balances2019-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE OPEN WINDOW SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01201
Total number of active participants reported on line 7a of the Form 55002018-01-0184
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01124
Total of all active and inactive participants2018-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01208
Number of participants with account balances2018-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE OPEN WINDOW SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01188
Total number of active participants reported on line 7a of the Form 55002017-01-0183
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01118
Total of all active and inactive participants2017-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01201
Number of participants with account balances2017-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE OPEN WINDOW SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01184
Total number of active participants reported on line 7a of the Form 55002016-01-0179
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01109
Total of all active and inactive participants2016-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01188
Number of participants with account balances2016-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE OPEN WINDOW SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01127
Total number of active participants reported on line 7a of the Form 55002015-01-0176
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01108
Total of all active and inactive participants2015-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01184
Number of participants with account balances2015-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on THE OPEN WINDOW SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2023 : THE OPEN WINDOW SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$2,508,546
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$777,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$758,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$956,823
Value of total assets at end of year2023-12-31$10,344,902
Value of total assets at beginning of year2023-12-31$8,613,701
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$18,424
Total interest from all sources2023-12-31$26,908
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$168,448
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$168,448
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$559,740
Participant contributions at end of year2023-12-31$7,087
Participant contributions at beginning of year2023-12-31$25,760
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$38,479
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$27,488
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,731,201
Value of net assets at end of year (total assets less liabilities)2023-12-31$10,344,902
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$8,613,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$9,533,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$7,650,173
Value of interest in pooled separate accounts at end of year2023-12-31$227,726
Value of interest in pooled separate accounts at beginning of year2023-12-31$268,528
Interest on participant loans2023-12-31$1,079
Interest earned on other investments2023-12-31$25,829
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$576,910
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$600,881
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$17,143
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,392,685
Net investment gain/loss from pooled separate accounts2023-12-31$-36,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$369,595
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$29,880
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$741,778
Contract administrator fees2023-12-31$18,424
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CLARK NUBER P.S.
Accountancy firm EIN2023-12-31911194016
2022 : THE OPEN WINDOW SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-930,306
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,336,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,318,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$781,593
Value of total assets at end of year2022-12-31$8,613,701
Value of total assets at beginning of year2022-12-31$10,880,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$18,907
Total interest from all sources2022-12-31$24,684
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$133,768
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$133,768
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$469,210
Participant contributions at end of year2022-12-31$25,760
Participant contributions at beginning of year2022-12-31$33,368
Participant contributions at end of year2022-12-31$38,479
Participant contributions at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,267,297
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,613,701
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,880,998
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,650,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,961,982
Value of interest in pooled separate accounts at end of year2022-12-31$268,528
Value of interest in pooled separate accounts at beginning of year2022-12-31$268,043
Interest on participant loans2022-12-31$1,271
Interest earned on other investments2022-12-31$23,413
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$600,881
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$617,605
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$150,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,891,292
Net investment gain/loss from pooled separate accounts2022-12-31$20,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$312,383
Employer contributions (assets) at end of year2022-12-31$29,880
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,167,175
Contract administrator fees2022-12-31$18,907
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLARK NUBER P.S.
Accountancy firm EIN2022-12-31911194016
2021 : THE OPEN WINDOW SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$2,178,420
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$397,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$377,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$849,504
Value of total assets at end of year2021-12-31$10,880,998
Value of total assets at beginning of year2021-12-31$9,100,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$19,596
Total interest from all sources2021-12-31$21,250
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$645,255
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$645,255
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$536,183
Participant contributions at end of year2021-12-31$33,368
Participant contributions at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,780,893
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,880,998
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,100,105
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,961,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,078,508
Value of interest in pooled separate accounts at end of year2021-12-31$268,043
Value of interest in pooled separate accounts at beginning of year2021-12-31$360,681
Interest on participant loans2021-12-31$537
Interest earned on other investments2021-12-31$20,713
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$617,605
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$660,916
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$27,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$613,453
Net investment gain/loss from pooled separate accounts2021-12-31$48,958
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$313,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$350,358
Contract administrator fees2021-12-31$19,596
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLARK NUBER P.S.
Accountancy firm EIN2021-12-31911194016
2020 : THE OPEN WINDOW SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$2,630,838
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,303,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,289,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,323,574
Value of total assets at end of year2020-12-31$9,100,105
Value of total assets at beginning of year2020-12-31$7,772,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$13,967
Total interest from all sources2020-12-31$23,663
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$288,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$288,681
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$509,841
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$509,984
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,327,514
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,100,105
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,772,591
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,078,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,746,418
Value of interest in pooled separate accounts at end of year2020-12-31$360,681
Value of interest in pooled separate accounts at beginning of year2020-12-31$363,739
Interest earned on other investments2020-12-31$23,663
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$660,916
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$662,434
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$997,905
Net investment gain/loss from pooled separate accounts2020-12-31$-2,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$303,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,289,357
Contract administrator fees2020-12-31$13,967
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLARK NUBER P.S.
Accountancy firm EIN2020-12-31911194016
2019 : THE OPEN WINDOW SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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 income from all sources (including contributions)2019-12-31$2,039,741
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$510,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$498,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$752,410
Value of total assets at end of year2019-12-31$7,772,591
Value of total assets at beginning of year2019-12-31$6,243,747
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$12,457
Total interest from all sources2019-12-31$24,936
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$178,685
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$178,685
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$285,928
Amount contributed by the employer to the plan for this plan year2019-12-31$285,928
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$466,482
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,528,844
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,772,591
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,243,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,746,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,160,269
Value of interest in pooled separate accounts at end of year2019-12-31$363,739
Value of interest in pooled separate accounts at beginning of year2019-12-31$372,499
Interest earned on other investments2019-12-31$24,936
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$662,434
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$710,979
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$19,993
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,063,597
Net investment gain/loss from pooled separate accounts2019-12-31$20,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$285,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$478,447
Contract administrator fees2019-12-31$12,457
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLARK NUBER P.S.
Accountancy firm EIN2019-12-31911194016
2018 : THE OPEN WINDOW SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$306,221
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$225,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$217,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$677,949
Value of total assets at end of year2018-12-31$6,243,747
Value of total assets at beginning of year2018-12-31$6,163,174
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$8,644
Total interest from all sources2018-12-31$25,816
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$169,606
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$169,606
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$260,939
Amount contributed by the employer to the plan for this plan year2018-12-31$260,939
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$417,010
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$80,573
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,243,747
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,163,174
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,160,269
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,089,596
Value of interest in pooled separate accounts at end of year2018-12-31$372,499
Value of interest in pooled separate accounts at beginning of year2018-12-31$366,401
Interest earned on other investments2018-12-31$25,816
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$710,979
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$707,177
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$7,052
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-584,489
Net investment gain/loss from pooled separate accounts2018-12-31$17,339
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$260,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$209,952
Contract administrator fees2018-12-31$8,644
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLARK NUBER P.S.
Accountancy firm EIN2018-12-31911194016
2017 : THE OPEN WINDOW SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$1,373,150
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$124,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$118,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$530,885
Value of total assets at end of year2017-12-31$6,163,174
Value of total assets at beginning of year2017-12-31$4,914,649
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,338
Total interest from all sources2017-12-31$25,019
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$107,758
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$107,758
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$194,253
Amount contributed by the employer to the plan for this plan year2017-12-31$194,253
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$336,632
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,248,525
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,163,174
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,914,649
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,089,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,824,026
Value of interest in pooled separate accounts at end of year2017-12-31$366,401
Value of interest in pooled separate accounts at beginning of year2017-12-31$402,127
Interest earned on other investments2017-12-31$25,019
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$707,177
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$688,496
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$21,841
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$693,081
Net investment gain/loss from pooled separate accounts2017-12-31$16,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$194,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$96,446
Contract administrator fees2017-12-31$6,338
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLARK NUBER P.S.
Accountancy firm EIN2017-12-31911194016
2016 : THE OPEN WINDOW SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$732,865
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$258,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$254,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$440,226
Value of total assets at end of year2016-12-31$4,914,649
Value of total assets at beginning of year2016-12-31$4,439,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,848
Total interest from all sources2016-12-31$25,982
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$65,180
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$65,180
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$177,586
Amount contributed by the employer to the plan for this plan year2016-12-31$177,586
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$262,640
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$474,727
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,914,649
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,439,922
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,824,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,388,734
Value of interest in pooled separate accounts at end of year2016-12-31$402,127
Value of interest in pooled separate accounts at beginning of year2016-12-31$398,923
Interest earned on other investments2016-12-31$25,982
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$688,496
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$652,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$181,327
Net investment gain/loss from pooled separate accounts2016-12-31$20,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$177,586
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$254,290
Contract administrator fees2016-12-31$3,848
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLARK NUBER P.S.
Accountancy firm EIN2016-12-31911194016
2015 : THE OPEN WINDOW SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$516,431
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$467,473
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$172,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$170,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$424,664
Value of total assets at end of year2015-12-31$4,439,922
Value of total assets at beginning of year2015-12-31$3,628,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,565
Total interest from all sources2015-12-31$23,507
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$60,424
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$60,424
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$163,475
Amount contributed by the employer to the plan for this plan year2015-12-31$163,475
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$261,189
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$294,581
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,439,922
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,628,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,388,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,753,110
Value of interest in pooled separate accounts at end of year2015-12-31$398,923
Value of interest in pooled separate accounts at beginning of year2015-12-31$350,575
Interest earned on other investments2015-12-31$23,507
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$652,265
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$525,225
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-71,921
Net investment gain/loss from pooled separate accounts2015-12-31$30,799
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$163,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$170,327
Contract administrator fees2015-12-31$2,565
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLARK NUBER P.S.
Accountancy firm EIN2015-12-31911194016

Form 5500 Responses for THE OPEN WINDOW SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

2023: THE OPEN WINDOW SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE OPEN WINDOW SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE OPEN WINDOW SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE OPEN WINDOW SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE OPEN WINDOW SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE OPEN WINDOW SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE OPEN WINDOW SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE OPEN WINDOW SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE OPEN WINDOW SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500532
Policy instance 1
Insurance contract or identification number500532
Number of Individuals Covered78
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number500532
Policy instance 1
Insurance contract or identification number500532
Number of Individuals Covered81
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number500532
Policy instance 1
Insurance contract or identification number500532
Number of Individuals Covered87
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number500532
Policy instance 1
Insurance contract or identification number500532
Number of Individuals Covered91
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number500532
Policy instance 1
Insurance contract or identification number500532
Number of Individuals Covered109
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number500532
Policy instance 1
Insurance contract or identification number500532
Number of Individuals Covered113
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number500532
Policy instance 1
Insurance contract or identification number500532
Number of Individuals Covered117
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 number500532
Policy instance 1
Insurance contract or identification number500532
Number of Individuals Covered132
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1