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| Plan Name | MONTESSORI SCHOOL OF BEAVERTON EMPLOYEES RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | MONTESSORI SCHOOL OF BEAVERTON |
| Employer identification number (EIN): | 930954555 |
| NAIC Classification: | 611000 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-07-01 | KELLY WARD | 2023-10-30 | KELLY WARD | 2023-10-30 |
| 001 | 2021-07-01 | KELLY WARD | 2022-11-29 | KELLY WARD | 2022-11-29 |
| 001 | 2020-07-01 | KELLY WARD | 2021-10-25 | KELLY WARD | 2021-10-25 |
| 001 | 2019-07-01 | KELLY WARD | 2021-01-07 | KELLY WARD | 2021-01-07 |
| 001 | 2018-07-01 | KELLY WARD | 2019-11-18 | KELLY WARD | 2019-11-18 |
| 001 | 2017-07-01 | KELLY WARD | 2019-04-10 | KELLY WARD | 2019-04-10 |
| 001 | 2017-07-01 | KELLY WARD | 2019-05-15 | KELLY WARD | 2019-05-15 |
| 001 | 2016-07-01 | KELLY WARD | 2019-05-15 | KELLY WARD | 2019-05-15 |
| 001 | 2016-07-01 | KELLY WARD | 2018-02-08 | KELLY WARD | 2018-02-08 |
| 001 | 2015-07-01 | KELLY WARD | 2016-08-31 | ||
| 001 | 2014-07-01 | KELLY WARD | 2015-11-03 | ||
| 001 | 2013-07-01 | CAROL BENNETT | 2014-08-21 | ||
| 001 | 2012-07-01 | CAROL BENNETT | 2013-10-03 | CAROL BENNETT | 2013-10-03 |
| 001 | 2011-07-01 | CAROL BENNETT | 2012-09-13 | ||
| 001 | 2010-07-01 | LESLIE LOGAN | 2011-09-19 | ||
| 001 | 2009-01-01 | ||||
| 001 | 2008-07-01 | ROBERT WINGER | SADHANA SHENOY | 2012-01-25 |
| Measure | Date | Value |
|---|---|---|
| 2008: MONTESSORI SCHOOL OF BEAVERTON EMPLOYEES RETIREMENT PLAN 2008 401k membership | ||
| Total participants, beginning-of-year | 2008-07-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-07-01 | 31 |
| Number of retired or separated participants receiving benefits | 2008-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2008-07-01 | 10 |
| Total of all active and inactive participants | 2008-07-01 | 41 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-07-01 | 0 |
| Total participants | 2008-07-01 | 41 |
| Number of participants with account balances | 2008-07-01 | 27 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-07-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2009 : MONTESSORI SCHOOL OF BEAVERTON EMPLOYEES RETIREMENT PLAN 2009 401k financial data | ||
| Total income from all sources | 2009-06-30 | $-58,427 |
| Expenses. Total of all expenses incurred | 2009-06-30 | $19,911 |
| Benefits paid (including direct rollovers) | 2009-06-30 | $19,286 |
| Total plan assets at end of year | 2009-06-30 | $530,550 |
| Total plan assets at beginning of year | 2009-06-30 | $608,889 |
| Value of fidelity bond covering the plan | 2009-06-30 | $50,000 |
| Total contributions received or receivable from participants | 2009-06-30 | $32,664 |
| Other income received | 2009-06-30 | $-123,444 |
| Net income (gross income less expenses) | 2009-06-30 | $-78,338 |
| Net plan assets at end of year (total assets less liabilities) | 2009-06-30 | $530,550 |
| Net plan assets at beginning of year (total assets less liabilities) | 2009-06-30 | $608,889 |
| Assets. Value of participant loans | 2009-06-30 | $3,025 |
| Total contributions received or receivable from employer(s) | 2009-06-30 | $32,353 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2009-06-30 | $625 |
| 2009: MONTESSORI SCHOOL OF BEAVERTON EMPLOYEES 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 |
| 2008: MONTESSORI SCHOOL OF BEAVERTON EMPLOYEES RETIREMENT PLAN 2008 form 5500 responses | ||
| 2008-07-01 | Type of plan entity | Single employer plan |
| 2008-07-01 | Submission has been amended | No |
| 2008-07-01 | This submission is the final filing | No |
| 2008-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-07-01 | Plan is a collectively bargained plan | No |
| 2008-07-01 | Plan funding arrangement – Insurance | Yes |
| 2008-07-01 | Plan benefit arrangement – Insurance | Yes |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) | |||||||||||||||||
| Policy contract number | CR25687 | ||||||||||||||||
| Policy instance | 1 | ||||||||||||||||
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