401k Plan data: ESCUELA DEL RIO 401(K) PLAN plan

ESCUELA DEL RIO 401(K) PLAN 401k Plan overview

Plan Name	ESCUELA DEL RIO 401(K) PLAN
Plan identification number	001

ESCUELA DEL RIO 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
Profit-sharing
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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

ESCUELA DEL RIO has sponsored the creation of one or more 401k plans.

Company Name: ESCUELA DEL RIO

Employer identification number (EIN): 953041199

NAIC Classification: 611000

Additional information about ESCUELA DEL RIO

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 1975-05-19

Company Identification Number: C0736437

Legal Registered Office Address: 5940 Rosario Ave

Atascadero
United States of America (USA)
93422

More information about ESCUELA DEL RIO

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ESCUELA DEL RIO 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-07-01
001 2022-07-01 LAURA LOSEE 2023-08-21
001 2021-07-01 DEBORAH A. ARGANO 2022-12-21
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01
001 2016-07-01
001 2015-07-01
001 2014-07-01
001 2013-07-01 SHERRY L. FONTAN
001 2012-07-01 SHERRY L. FONTAN
001 2011-07-01 SHERRY L. FONTAN
001 2009-07-01 DOUGLAS S. HENDRY

Plan Statistics for ESCUELA DEL RIO 401(K) PLAN

401k plan membership statisitcs for ESCUELA DEL RIO 401(K) PLAN

Measure Date Value
2015: ESCUELA DEL RIO 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 23
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 16
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 6
Total of all active and inactive participants 2015-07-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 22
Number of participants with account balances 2015-07-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 3
2014: ESCUELA DEL RIO 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 26
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 13
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 10
Total of all active and inactive participants 2014-07-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 23
Number of participants with account balances 2014-07-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 7
2013: ESCUELA DEL RIO 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 30
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 19
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 7
Total of all active and inactive participants 2013-07-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 26
Number of participants with account balances 2013-07-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 4
2012: ESCUELA DEL RIO 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 28
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 20
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 9
Total of all active and inactive participants 2012-07-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 29
Number of participants with account balances 2012-07-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 4
2011: ESCUELA DEL RIO 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 29
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 25
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 1
Total of all active and inactive participants 2011-07-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 26
Number of participants with account balances 2011-07-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2009: ESCUELA DEL RIO 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 30
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 23
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 5
Total of all active and inactive participants 2009-07-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 28
Number of participants with account balances 2009-07-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 2

Measure	Date	Value
2015: ESCUELA DEL RIO 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	23
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	16
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	6
Total of all active and inactive participants	2015-07-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	22
Number of participants with account balances	2015-07-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	3
2014: ESCUELA DEL RIO 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	26
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	13
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	10
Total of all active and inactive participants	2014-07-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	23
Number of participants with account balances	2014-07-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	7
2013: ESCUELA DEL RIO 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	30
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	19
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	7
Total of all active and inactive participants	2013-07-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	26
Number of participants with account balances	2013-07-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	4
2012: ESCUELA DEL RIO 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	28
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	20
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	9
Total of all active and inactive participants	2012-07-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	29
Number of participants with account balances	2012-07-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	4
2011: ESCUELA DEL RIO 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	29
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	25
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	1
Total of all active and inactive participants	2011-07-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	26
Number of participants with account balances	2011-07-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2009: ESCUELA DEL RIO 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	30
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	23
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	5
Total of all active and inactive participants	2009-07-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	28
Number of participants with account balances	2009-07-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	2

Financial Data on ESCUELA DEL RIO 401(K) PLAN

Measure	Date	Value
2016 : ESCUELA DEL RIO 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-06-30	$11,488
Total plan liabilities at end of year	2016-06-30	$0
Total plan liabilities at beginning of year	2016-06-30	$0
Total income from all sources	2016-06-30	$26,189
Expenses. Total of all expenses incurred	2016-06-30	$75,707
Benefits paid (including direct rollovers)	2016-06-30	$74,882
Total plan assets at end of year	2016-06-30	$403,116
Total plan assets at beginning of year	2016-06-30	$441,146
Value of fidelity bond covering the plan	2016-06-30	$60,000
Total contributions received or receivable from participants	2016-06-30	$9,946
Other income received	2016-06-30	$-173
Net income (gross income less expenses)	2016-06-30	$-49,518
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$403,116
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$441,146
Assets. Value of real-estate (other than employer real property)	2016-06-30	$0
Total contributions received or receivable from employer(s)	2016-06-30	$16,416
Expenses. Administrative service providers (salaries,fees and commissions)	2016-06-30	$825
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
2015 : ESCUELA DEL RIO 401(K) PLAN 2015 401k financial data
Total plan liabilities at end of year	2015-06-30	$0
Total plan liabilities at beginning of year	2015-06-30	$0
Total income from all sources	2015-06-30	$51,704
Expenses. Total of all expenses incurred	2015-06-30	$44,519
Benefits paid (including direct rollovers)	2015-06-30	$44,001
Total plan assets at end of year	2015-06-30	$441,146
Total plan assets at beginning of year	2015-06-30	$433,961
Value of fidelity bond covering the plan	2015-06-30	$60,000
Total contributions received or receivable from participants	2015-06-30	$9,260
Expenses. Other expenses not covered elsewhere	2015-06-30	$518
Other income received	2015-06-30	$29,898
Noncash contributions received	2015-06-30	$0
Net income (gross income less expenses)	2015-06-30	$7,185
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$441,146
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$433,961
Total contributions received or receivable from employer(s)	2015-06-30	$12,546
Value of certain deemed distributions of participant loans	2015-06-30	$0
Value of corrective distributions	2015-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
2014 : ESCUELA DEL RIO 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-06-30	$0
Total plan liabilities at end of year	2014-06-30	$0
Total plan liabilities at beginning of year	2014-06-30	$0
Total income from all sources	2014-06-30	$148,697
Expenses. Total of all expenses incurred	2014-06-30	$44,287
Benefits paid (including direct rollovers)	2014-06-30	$44,165
Total plan assets at end of year	2014-06-30	$433,961
Total plan assets at beginning of year	2014-06-30	$329,551
Value of fidelity bond covering the plan	2014-06-30	$40,000
Total contributions received or receivable from participants	2014-06-30	$10,330
Expenses. Other expenses not covered elsewhere	2014-06-30	$122
Contributions received from other sources (not participants or employers)	2014-06-30	$49,754
Other income received	2014-06-30	$70,609
Noncash contributions received	2014-06-30	$0
Net income (gross income less expenses)	2014-06-30	$104,410
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$433,961
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$329,551
Total contributions received or receivable from employer(s)	2014-06-30	$18,004
Value of certain deemed distributions of participant loans	2014-06-30	$0
Value of corrective distributions	2014-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
2013 : ESCUELA DEL RIO 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-06-30	$0
Total plan liabilities at end of year	2013-06-30	$0
Total plan liabilities at beginning of year	2013-06-30	$0
Total income from all sources	2013-06-30	$72,031
Expenses. Total of all expenses incurred	2013-06-30	$4,000
Benefits paid (including direct rollovers)	2013-06-30	$4,000
Total plan assets at end of year	2013-06-30	$329,551
Total plan assets at beginning of year	2013-06-30	$261,520
Value of fidelity bond covering the plan	2013-06-30	$40,000
Total contributions received or receivable from participants	2013-06-30	$8,025
Expenses. Other expenses not covered elsewhere	2013-06-30	$0
Contributions received from other sources (not participants or employers)	2013-06-30	$0
Other income received	2013-06-30	$43,598
Noncash contributions received	2013-06-30	$0
Net income (gross income less expenses)	2013-06-30	$68,031
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$329,551
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$261,520
Total contributions received or receivable from employer(s)	2013-06-30	$20,408
Value of certain deemed distributions of participant loans	2013-06-30	$0
Value of corrective distributions	2013-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
2012 : ESCUELA DEL RIO 401(K) PLAN 2012 401k financial data
Transfers to/from the plan	2012-06-30	$0
Total plan liabilities at end of year	2012-06-30	$0
Total plan liabilities at beginning of year	2012-06-30	$679
Total income from all sources	2012-06-30	$49,169
Expenses. Total of all expenses incurred	2012-06-30	$93,177
Benefits paid (including direct rollovers)	2012-06-30	$93,177
Total plan assets at end of year	2012-06-30	$261,520
Total plan assets at beginning of year	2012-06-30	$306,207
Value of fidelity bond covering the plan	2012-06-30	$40,000
Total contributions received or receivable from participants	2012-06-30	$8,120
Expenses. Other expenses not covered elsewhere	2012-06-30	$0
Contributions received from other sources (not participants or employers)	2012-06-30	$0
Other income received	2012-06-30	$19,682
Noncash contributions received	2012-06-30	$0
Net income (gross income less expenses)	2012-06-30	$-44,008
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$261,520
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$305,528
Total contributions received or receivable from employer(s)	2012-06-30	$21,367
Value of certain deemed distributions of participant loans	2012-06-30	$0
Value of corrective distributions	2012-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
2011 : ESCUELA DEL RIO 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-06-30	$0
Total plan liabilities at end of year	2011-06-30	$679
Total plan liabilities at beginning of year	2011-06-30	$750
Total income from all sources	2011-06-30	$33,866
Expenses. Total of all expenses incurred	2011-06-30	$79,017
Benefits paid (including direct rollovers)	2011-06-30	$77,979
Total plan assets at end of year	2011-06-30	$306,207
Total plan assets at beginning of year	2011-06-30	$351,429
Value of fidelity bond covering the plan	2011-06-30	$370,000
Total contributions received or receivable from participants	2011-06-30	$0
Expenses. Other expenses not covered elsewhere	2011-06-30	$1,038
Contributions received from other sources (not participants or employers)	2011-06-30	$0
Other income received	2011-06-30	$3,643
Noncash contributions received	2011-06-30	$0
Net income (gross income less expenses)	2011-06-30	$-45,151
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$305,528
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$350,679
Assets. Value of real-estate (other than employer real property)	2011-06-30	$0
Total contributions received or receivable from employer(s)	2011-06-30	$30,223
Value of certain deemed distributions of participant loans	2011-06-30	$0
Value of corrective distributions	2011-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-06-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2011-06-30	$0
Minimum employer required contribution for this plan year	2011-06-30	$30,223
Amount contributed by the employer to the plan for this plan year	2011-06-30	$30,223
2010 : ESCUELA DEL RIO 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2010-06-30	$0
Minimum employer required contribution for this plan year	2010-06-30	$33,675
Amount contributed by the employer to the plan for this plan year	2010-06-30	$33,675

Form 5500 Responses for ESCUELA DEL RIO 401(K) PLAN

2015: ESCUELA DEL RIO 401(K) PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: ESCUELA DEL RIO 401(K) PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: ESCUELA DEL RIO 401(K) PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: ESCUELA DEL RIO 401(K) PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: ESCUELA DEL RIO 401(K) PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: ESCUELA DEL RIO 401(K) PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ESCUELA DEL RIO
Employer identification number (EIN):	953041199
NAIC Classification:	611000

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	1975-05-19
Company Identification Number:	C0736437
Legal Registered Office Address:	5940 Rosario Ave Atascadero United States of America (USA) 93422

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-07-01
001	2022-07-01	LAURA LOSEE	2023-08-21
001	2021-07-01	DEBORAH A. ARGANO	2022-12-21
001	2020-07-01
001	2019-07-01
001	2018-07-01
001	2017-07-01
001	2016-07-01
001	2015-07-01
001	2014-07-01
001	2013-07-01	SHERRY L. FONTAN
001	2012-07-01	SHERRY L. FONTAN
001	2011-07-01	SHERRY L. FONTAN
001	2009-07-01	DOUGLAS S. HENDRY