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THE DERRYFIELD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameTHE DERRYFIELD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

THE DERRYFIELD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

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

Company Name:THE DERRYFIELD SCHOOL
Employer identification number (EIN):020265542
NAIC Classification:611000

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01LYNNE WAGNER
0012018-01-01
0012017-01-01LYNNE WAGNER
0012016-01-01LYNNE WAGNER
0012015-01-01LYNNE WAGNER
0012014-01-01LYNNE WAGNER
0012013-01-01LYNNE WAGNER
0012012-01-01LYNNE WAGNER
0012011-01-01LYNNE WAGNER
0012009-01-01LYNNE WAGNER LYNNE WAGNER2010-10-06

Plan Statistics for THE DERRYFIELD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

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

Measure Date Value
2022: THE DERRYFIELD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01328
Total number of active participants reported on line 7a of the Form 55002022-01-01165
Number of retired or separated participants receiving benefits2022-01-0139
Number of other retired or separated participants entitled to future benefits2022-01-01116
Total of all active and inactive participants2022-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01321
Number of participants with account balances2022-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE DERRYFIELD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01305
Total number of active participants reported on line 7a of the Form 55002021-01-01167
Number of retired or separated participants receiving benefits2021-01-0140
Number of other retired or separated participants entitled to future benefits2021-01-01116
Total of all active and inactive participants2021-01-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-01328
Number of participants with account balances2021-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE DERRYFIELD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01301
Total number of active participants reported on line 7a of the Form 55002020-01-01152
Number of retired or separated participants receiving benefits2020-01-0139
Number of other retired or separated participants entitled to future benefits2020-01-01113
Total of all active and inactive participants2020-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01305
Number of participants with account balances2020-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE DERRYFIELD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01285
Total number of active participants reported on line 7a of the Form 55002019-01-01155
Number of retired or separated participants receiving benefits2019-01-0134
Number of other retired or separated participants entitled to future benefits2019-01-01112
Total of all active and inactive participants2019-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01301
Number of participants with account balances2019-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE DERRYFIELD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01268
Total number of active participants reported on line 7a of the Form 55002018-01-01129
Number of retired or separated participants receiving benefits2018-01-0134
Number of other retired or separated participants entitled to future benefits2018-01-01109
Total of all active and inactive participants2018-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01272
Number of participants with account balances2018-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE DERRYFIELD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01286
Total number of active participants reported on line 7a of the Form 55002017-01-01133
Number of retired or separated participants receiving benefits2017-01-0132
Number of other retired or separated participants entitled to future benefits2017-01-01103
Total of all active and inactive participants2017-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01268
Number of participants with account balances2017-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE DERRYFIELD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01249
Total number of active participants reported on line 7a of the Form 55002016-01-01153
Number of retired or separated participants receiving benefits2016-01-0130
Number of other retired or separated participants entitled to future benefits2016-01-01103
Total of all active and inactive participants2016-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01286
Number of participants with account balances2016-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE DERRYFIELD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01238
Total number of active participants reported on line 7a of the Form 55002015-01-01128
Number of retired or separated participants receiving benefits2015-01-0133
Number of other retired or separated participants entitled to future benefits2015-01-0188
Total of all active and inactive participants2015-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01249
Number of participants with account balances2015-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE DERRYFIELD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01245
Total number of active participants reported on line 7a of the Form 55002014-01-01115
Number of retired or separated participants receiving benefits2014-01-0128
Number of other retired or separated participants entitled to future benefits2014-01-0195
Total of all active and inactive participants2014-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01238
Number of participants with account balances2014-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE DERRYFIELD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01219
Total number of active participants reported on line 7a of the Form 55002013-01-01131
Number of retired or separated participants receiving benefits2013-01-0122
Number of other retired or separated participants entitled to future benefits2013-01-0192
Total of all active and inactive participants2013-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01245
Number of participants with account balances2013-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE DERRYFIELD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01212
Total number of active participants reported on line 7a of the Form 55002012-01-01119
Number of retired or separated participants receiving benefits2012-01-0122
Number of other retired or separated participants entitled to future benefits2012-01-0188
Total of all active and inactive participants2012-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01229
Number of participants with account balances2012-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE DERRYFIELD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01213
Total number of active participants reported on line 7a of the Form 55002011-01-01104
Number of retired or separated participants receiving benefits2011-01-0115
Number of other retired or separated participants entitled to future benefits2011-01-0195
Total of all active and inactive participants2011-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01214
Number of participants with account balances2011-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE DERRYFIELD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01213
Total number of active participants reported on line 7a of the Form 55002009-01-0199
Number of retired or separated participants receiving benefits2009-01-0113
Number of other retired or separated participants entitled to future benefits2009-01-0194
Total of all active and inactive participants2009-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01206
Number of participants with account balances2009-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE DERRYFIELD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022 : THE DERRYFIELD 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$4,163
Total income from all sources (including contributions)2022-12-31$-2,072,432
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,458,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,412,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,201,214
Value of total assets at end of year2022-12-31$25,769,114
Value of total assets at beginning of year2022-12-31$30,304,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$45,765
Total interest from all sources2022-12-31$298,520
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
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$595,595
Participant contributions at end of year2022-12-31$2,503
Participant contributions at beginning of year2022-12-31$7,169
Participant contributions at end of year2022-12-31$22,261
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$212,318
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$15,056
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$4,163
Administrative expenses (other) incurred2022-12-31$45,765
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
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-4,531,167
Value of net assets at end of year (total assets less liabilities)2022-12-31$25,769,114
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$30,300,281
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$16,858,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$20,896,743
Value of interest in pooled separate accounts at end of year2022-12-31$558,674
Value of interest in pooled separate accounts at beginning of year2022-12-31$575,306
Interest on participant loans2022-12-31$2
Interest earned on other investments2022-12-31$298,518
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$8,311,888
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$8,825,226
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$159,726
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,620,890
Net investment gain/loss from pooled separate accounts2022-12-31$48,724
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$393,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,253,244
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 name2022-12-31BOIVIN & ASSOCIATES, CPA'S PLLC
Accountancy firm EIN2022-12-31211516157
2021 : THE DERRYFIELD 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$4,163
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$50
Total income from all sources (including contributions)2021-12-31$4,584,052
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,791,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,747,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$903,607
Value of total assets at end of year2021-12-31$30,304,444
Value of total assets at beginning of year2021-12-31$29,507,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$44,323
Total interest from all sources2021-12-31$268,396
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$518,293
Participant contributions at end of year2021-12-31$7,169
Participant contributions at beginning of year2021-12-31$11,825
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$9,700
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$4,163
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$50
Administrative expenses (other) incurred2021-12-31$44,323
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
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$792,699
Value of net assets at end of year (total assets less liabilities)2021-12-31$30,300,281
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$29,507,582
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$20,896,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$20,387,437
Value of interest in pooled separate accounts at end of year2021-12-31$575,306
Value of interest in pooled separate accounts at beginning of year2021-12-31$589,717
Interest earned on other investments2021-12-31$268,396
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$8,825,226
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$8,518,653
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,316,654
Net investment gain/loss from pooled separate accounts2021-12-31$95,395
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$375,614
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,747,030
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 name2021-12-31BOIVIN & ASSOCIATES, CPA'S PLLC
Accountancy firm EIN2021-12-31271516157
2020 : THE DERRYFIELD 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$50
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$4,017,584
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,205,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,167,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$984,918
Value of total assets at end of year2020-12-31$29,507,632
Value of total assets at beginning of year2020-12-31$27,695,383
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$37,408
Total interest from all sources2020-12-31$295,486
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$530,652
Participant contributions at end of year2020-12-31$11,825
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$50,166
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$50
Administrative expenses (other) incurred2020-12-31$37,408
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$1,812,199
Value of net assets at end of year (total assets less liabilities)2020-12-31$29,507,582
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$27,695,383
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$20,387,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$18,524,096
Value of interest in pooled separate accounts at end of year2020-12-31$589,717
Value of interest in pooled separate accounts at beginning of year2020-12-31$614,291
Interest earned on other investments2020-12-31$295,486
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$8,518,653
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$8,556,996
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,742,069
Net investment gain/loss from pooled separate accounts2020-12-31$-4,889
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$404,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,167,977
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 name2020-12-31BOIVIN & ASSOCIATES, CPA'S PLLC
Accountancy firm EIN2020-12-31271516157
2019 : THE DERRYFIELD 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$4,979,987
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$882,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$849,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,106,864
Value of total assets at end of year2019-12-31$27,695,383
Value of total assets at beginning of year2019-12-31$23,598,074
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$32,876
Total interest from all sources2019-12-31$305,513
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$507,188
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$213,252
Administrative expenses (other) incurred2019-12-31$32,876
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,097,309
Value of net assets at end of year (total assets less liabilities)2019-12-31$27,695,383
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,598,074
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$18,524,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,757,454
Value of interest in pooled separate accounts at end of year2019-12-31$614,291
Value of interest in pooled separate accounts at beginning of year2019-12-31$644,486
Interest earned on other investments2019-12-31$305,513
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$8,556,996
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$8,192,744
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,533,701
Net investment gain/loss from pooled separate accounts2019-12-31$33,909
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$386,424
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$3,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$849,802
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 name2019-12-31BOIVIN & ASSOCIATES, CPA'S PLLC
Accountancy firm EIN2019-12-31271516157
2018 : THE DERRYFIELD 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$369,546
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,427,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,427,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,106,597
Value of total assets at end of year2018-12-31$23,598,074
Value of total assets at beginning of year2018-12-31$24,656,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$700
Total interest from all sources2018-12-31$301,873
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$700
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$538,606
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$164,077
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,058,192
Value of net assets at end of year (total assets less liabilities)2018-12-31$23,598,074
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$24,656,266
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$14,757,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$16,389,955
Value of interest in pooled separate accounts at end of year2018-12-31$644,486
Value of interest in pooled separate accounts at beginning of year2018-12-31$740,120
Interest earned on other investments2018-12-31$301,873
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$8,192,744
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$7,523,116
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$60,767
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,070,403
Net investment gain/loss from pooled separate accounts2018-12-31$31,479
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$403,914
Employer contributions (assets) at end of year2018-12-31$3,390
Employer contributions (assets) at beginning of year2018-12-31$3,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,366,271
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 name2018-12-31BOIVIN & ASSOCIATES, CPA'S, PLLC
Accountancy firm EIN2018-12-31271516157
2017 : THE DERRYFIELD 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$3,925,559
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$807,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$807,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,046,631
Value of total assets at end of year2017-12-31$24,656,266
Value of total assets at beginning of year2017-12-31$21,538,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$200
Total interest from all sources2017-12-31$281,232
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$545,356
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$-18
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$95,573
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$185
Administrative expenses (other) incurred2017-12-31$200
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$185
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$3,117,840
Value of net assets at end of year (total assets less liabilities)2017-12-31$24,656,266
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$21,538,426
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$16,389,955
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,517,151
Value of interest in pooled separate accounts at end of year2017-12-31$740,120
Value of interest in pooled separate accounts at beginning of year2017-12-31$737,191
Interest earned on other investments2017-12-31$281,232
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$7,523,116
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$7,283,886
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,565,859
Net investment gain/loss from pooled separate accounts2017-12-31$31,837
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$405,702
Employer contributions (assets) at end of year2017-12-31$3,075
Employer contributions (assets) at beginning of year2017-12-31$31
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$807,334
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 name2017-12-31BOIVIN & ASSOCIATES, CPA'S, PLLC
Accountancy firm EIN2017-12-31271516157
2016 : THE DERRYFIELD 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$2,784,511
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$427,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$427,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,553,569
Value of total assets at end of year2016-12-31$21,538,426
Value of total assets at beginning of year2016-12-31$19,181,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$276,590
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$529,298
Participant contributions at end of year2016-12-31$-18
Participant contributions at beginning of year2016-12-31$39,593
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$597,766
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$2,854
Total non interest bearing cash at end of year2016-12-31$185
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$2,356,753
Value of net assets at end of year (total assets less liabilities)2016-12-31$21,538,426
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,181,673
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$13,517,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,239,869
Value of interest in pooled separate accounts at end of year2016-12-31$737,191
Value of interest in pooled separate accounts at beginning of year2016-12-31$789,019
Interest earned on other investments2016-12-31$276,590
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$7,283,886
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$6,080,170
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$915,474
Net investment gain/loss from pooled separate accounts2016-12-31$38,878
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$426,505
Employer contributions (assets) at end of year2016-12-31$31
Employer contributions (assets) at beginning of year2016-12-31$33,022
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$424,904
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 name2016-12-31BOIVIN & ASSOCIATES, CPAS, PLLC
Accountancy firm EIN2016-12-31271516157
2015 : THE DERRYFIELD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$1,151,367
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$402,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$402,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$886,873
Value of total assets at end of year2015-12-31$19,181,673
Value of total assets at beginning of year2015-12-31$18,432,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$244,255
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$451,060
Participant contributions at end of year2015-12-31$39,593
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$36,514
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$749,238
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,181,673
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,432,435
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$12,239,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,955,570
Value of interest in pooled separate accounts at end of year2015-12-31$789,019
Value of interest in pooled separate accounts at beginning of year2015-12-31$609,952
Interest earned on other investments2015-12-31$244,255
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$6,080,170
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,865,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-30,807
Net investment gain/loss from pooled separate accounts2015-12-31$51,046
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$399,299
Employer contributions (assets) at end of year2015-12-31$33,022
Employer contributions (assets) at beginning of year2015-12-31$1,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$402,129
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 name2015-12-31BOIVIN & ASSOCIATES, CPAS, PLLC
Accountancy firm EIN2015-12-31271516157
2014 : THE DERRYFIELD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$146
Total income from all sources (including contributions)2014-12-31$1,841,360
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$296,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$296,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$780,880
Value of total assets at end of year2014-12-31$18,432,435
Value of total assets at beginning of year2014-12-31$16,887,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$235,975
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$408,416
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$146
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,544,767
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,432,435
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$16,887,668
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,955,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,932,843
Value of interest in pooled separate accounts at end of year2014-12-31$609,952
Value of interest in pooled separate accounts at beginning of year2014-12-31$505,631
Interest earned on other investments2014-12-31$235,975
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,865,286
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,449,340
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$759,419
Net investment gain/loss from pooled separate accounts2014-12-31$65,086
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$372,464
Employer contributions (assets) at end of year2014-12-31$1,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$296,593
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HESSION & PARE, P.C.
Accountancy firm EIN2014-12-31020428003
2013 : THE DERRYFIELD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$146
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,976,069
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$690,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$689,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$751,238
Value of total assets at end of year2013-12-31$16,887,814
Value of total assets at beginning of year2013-12-31$14,601,739
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$322
Total interest from all sources2013-12-31$213,210
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$384,708
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$2,005
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$666
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$146
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,285,929
Value of net assets at end of year (total assets less liabilities)2013-12-31$16,887,668
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,601,739
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$10,932,843
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,286,105
Value of interest in pooled separate accounts at end of year2013-12-31$505,631
Value of interest in pooled separate accounts at beginning of year2013-12-31$373,705
Interest earned on other investments2013-12-31$213,210
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,449,340
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,937,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,970,922
Net investment gain/loss from pooled separate accounts2013-12-31$40,699
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$365,864
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$2,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$689,818
Contract administrator fees2013-12-31$322
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HESSION & PARE, P.C.
Accountancy firm EIN2013-12-31020428003
2012 : THE DERRYFIELD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,038,699
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$462,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$462,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$690,317
Value of total assets at end of year2012-12-31$14,601,739
Value of total assets at beginning of year2012-12-31$13,025,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$198,537
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$332,169
Participant contributions at end of year2012-12-31$2,005
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$26,389
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,576,555
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,601,739
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,025,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,286,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,817,212
Value of interest in pooled separate accounts at end of year2012-12-31$373,705
Value of interest in pooled separate accounts at beginning of year2012-12-31$300,764
Interest earned on other investments2012-12-31$198,537
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,937,346
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,907,143
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,118,065
Net investment gain/loss from pooled separate accounts2012-12-31$31,780
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$331,759
Employer contributions (assets) at end of year2012-12-31$2,578
Employer contributions (assets) at beginning of year2012-12-31$65
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$462,144
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HESSION & PARE, P.C.
Accountancy firm EIN2012-12-31020428003
2011 : THE DERRYFIELD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$1,320,398
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$602,305
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$481,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$481,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$537,196
Value of total assets at end of year2011-12-31$13,025,184
Value of total assets at beginning of year2011-12-31$11,584,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$183,444
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$208,522
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$17,207
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$120,782
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,025,184
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,584,004
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,817,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,942,961
Value of interest in pooled separate accounts at end of year2011-12-31$300,764
Value of interest in pooled separate accounts at beginning of year2011-12-31$179,262
Interest earned on other investments2011-12-31$183,444
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,907,143
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,417,415
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-143,246
Net investment gain/loss from pooled separate accounts2011-12-31$24,911
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$328,674
Employer contributions (assets) at end of year2011-12-31$65
Employer contributions (assets) at beginning of year2011-12-31$27,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$481,523
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HESSION & PARE, P.C.
Accountancy firm EIN2011-12-31020428003
2010 : THE DERRYFIELD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,505,963
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$632,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$632,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$504,933
Value of total assets at end of year2010-12-31$11,584,004
Value of total assets at beginning of year2010-12-31$10,710,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$174,847
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$196,255
Participant contributions at end of year2010-12-31$17,207
Participant contributions at beginning of year2010-12-31$16,561
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$873,117
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,584,004
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,710,887
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,942,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,669,568
Value of interest in pooled separate accounts at end of year2010-12-31$179,262
Value of interest in pooled separate accounts at beginning of year2010-12-31$141,333
Interest earned on other investments2010-12-31$174,847
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$310,040
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$310,040
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,417,415
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,547,171
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$399,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$805,666
Net investment gain/loss from pooled separate accounts2010-12-31$20,517
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$308,678
Employer contributions (assets) at end of year2010-12-31$27,159
Employer contributions (assets) at beginning of year2010-12-31$26,214
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$233,556
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HESSION & PARE, P.C.
Accountancy firm EIN2010-12-31020428003

Form 5500 Responses for THE DERRYFIELD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

2022: THE DERRYFIELD 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 DERRYFIELD 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 DERRYFIELD 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 DERRYFIELD 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 DERRYFIELD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
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 DERRYFIELD 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 DERRYFIELD 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 DERRYFIELD 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
2014: THE DERRYFIELD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE DERRYFIELD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE DERRYFIELD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE DERRYFIELD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE DERRYFIELD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810205
Policy instance 2
Insurance contract or identification number810205
Number of Individuals Covered137
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number357070
Policy instance 1
Insurance contract or identification number357070
Number of Individuals Covered158
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810205
Policy instance 2
Insurance contract or identification number810205
Number of Individuals Covered134
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number357070
Policy instance 1
Insurance contract or identification number357070
Number of Individuals Covered173
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810205
Policy instance 2
Insurance contract or identification number810205
Number of Individuals Covered128
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number357070
Policy instance 1
Insurance contract or identification number357070
Number of Individuals Covered176
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810205
Policy instance 2
Insurance contract or identification number810205
Number of Individuals Covered127
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number357070
Policy instance 1
Insurance contract or identification number357070
Number of Individuals Covered179
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810205
Policy instance 2
Insurance contract or identification number810205
Number of Individuals Covered124
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number357070
Policy instance 1
Insurance contract or identification number357070
Number of Individuals Covered185
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number810205
Policy instance 2
Insurance contract or identification number810205
Number of Individuals Covered117
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number357070
Policy instance 1
Insurance contract or identification number357070
Number of Individuals Covered194
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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

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