401k Plan data: THE OLIVERIAN SCHOOL, INC. 403(B) DC PLAN plan

THE OLIVERIAN SCHOOL, INC. 403(B) DC PLAN 401k Plan overview

Plan Name	THE OLIVERIAN SCHOOL, INC. 403(B) DC PLAN
Plan identification number	001

THE OLIVERIAN SCHOOL, INC. 403(B) DC PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE OLIVERIAN SCHOOL, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE OLIVERIAN SCHOOL, INC.

Employer identification number (EIN): 020433265

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE OLIVERIAN SCHOOL, INC. 403(B) DC PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01 ANA DE DIEGO 2023-10-19
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 WILLIAM A. LAUGHLIN 2014-10-10 WILLIAM A. LAUGHLIN 2014-10-10
001 2011-01-01 JAY WOLTER
001 2009-01-01 JAY WOLTER

Plan Statistics for THE OLIVERIAN SCHOOL, INC. 403(B) DC PLAN

401k plan membership statisitcs for THE OLIVERIAN SCHOOL, INC. 403(B) DC PLAN

Measure Date Value
2011: THE OLIVERIAN SCHOOL, INC. 403(B) DC PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 49
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 9
Total of all active and inactive participants 2011-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 58
Number of participants with account balances 2011-01-01 48
2009: THE OLIVERIAN SCHOOL, INC. 403(B) DC PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 53
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 6
Total of all active and inactive participants 2009-01-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 59
Number of participants with account balances 2009-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2011: THE OLIVERIAN SCHOOL, INC. 403(B) DC PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	49
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	9
Total of all active and inactive participants	2011-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	58
Number of participants with account balances	2011-01-01	48
2009: THE OLIVERIAN SCHOOL, INC. 403(B) DC PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	53
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	6
Total of all active and inactive participants	2009-01-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	59
Number of participants with account balances	2009-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE OLIVERIAN SCHOOL, INC. 403(B) DC PLAN

Measure	Date	Value
2011 : THE OLIVERIAN SCHOOL, INC. 403(B) DC PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$74,295
Expenses. Total of all expenses incurred	2011-12-31	$73,068
Benefits paid (including direct rollovers)	2011-12-31	$73,068
Total plan assets at end of year	2011-12-31	$1,170,802
Total plan assets at beginning of year	2011-12-31	$1,169,576
Total contributions received or receivable from participants	2011-12-31	$39,309
Other income received	2011-12-31	$4,670
Net income (gross income less expenses)	2011-12-31	$1,227
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,170,802
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,169,576
Total contributions received or receivable from employer(s)	2011-12-31	$30,316
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$30,316
Amount contributed by the employer to the plan for this plan year	2011-12-31	$30,316
2010 : THE OLIVERIAN SCHOOL, INC. 403(B) DC PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$178,642
Expenses. Total of all expenses incurred	2010-12-31	$86,362
Benefits paid (including direct rollovers)	2010-12-31	$86,362
Total plan assets at end of year	2010-12-31	$1,169,576
Total plan assets at beginning of year	2010-12-31	$1,105,172
Total contributions received or receivable from participants	2010-12-31	$40,890
Other income received	2010-12-31	$107,295
Net income (gross income less expenses)	2010-12-31	$92,280
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,169,576
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,105,172
Total contributions received or receivable from employer(s)	2010-12-31	$30,457
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$30,457
Amount contributed by the employer to the plan for this plan year	2010-12-31	$30,457
2009 : THE OLIVERIAN SCHOOL, INC. 403(B) DC PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$34,859
Amount contributed by the employer to the plan for this plan year	2009-12-31	$34,859

Form 5500 Responses for THE OLIVERIAN SCHOOL, INC. 403(B) DC PLAN

2011: THE OLIVERIAN SCHOOL, INC. 403(B) DC PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2009: THE OLIVERIAN SCHOOL, INC. 403(B) DC PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

348106

Policy instance

Insurance contract or identification number	348106
Number of Individuals Covered	48
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

348106

Policy instance

Insurance contract or identification number	348106
Number of Individuals Covered	48
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

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Company Name:	THE OLIVERIAN SCHOOL, INC.
Employer identification number (EIN):	020433265
NAIC Classification:	611000

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01	ANA DE DIEGO	2023-10-19
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	WILLIAM A. LAUGHLIN	2014-10-10	WILLIAM A. LAUGHLIN	2014-10-10
001	2011-01-01	JAY WOLTER
001	2009-01-01	JAY WOLTER