401k Plan data: PROPEL SCHOOLS 403(B) PLAN plan

PROPEL SCHOOLS 403(B) PLAN 401k Plan overview

Plan Name	PROPEL SCHOOLS 403(B) PLAN
Plan identification number	001

PROPEL SCHOOLS 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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(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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PROPEL SCHOOLS has sponsored the creation of one or more 401k plans.

Company Name: PROPEL SCHOOLS

Employer identification number (EIN): 030483260

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROPEL SCHOOLS 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
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

Plan Statistics for PROPEL SCHOOLS 403(B) PLAN

401k plan membership statisitcs for PROPEL SCHOOLS 403(B) PLAN

Measure Date Value
2022: PROPEL SCHOOLS 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 842
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 476
Number of retired or separated participants receiving benefits 2022-01-01 5
Number of other retired or separated participants entitled to future benefits 2022-01-01 301
Total of all active and inactive participants 2022-01-01 782
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 782
Number of participants with account balances 2022-01-01 782
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 15
2021: PROPEL SCHOOLS 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 800
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 501
Number of retired or separated participants receiving benefits 2021-01-01 15
Number of other retired or separated participants entitled to future benefits 2021-01-01 316
Total of all active and inactive participants 2021-01-01 832
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 832
Number of participants with account balances 2021-01-01 832
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 26
2020: PROPEL SCHOOLS 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 751
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 492
Number of retired or separated participants receiving benefits 2020-01-01 11
Number of other retired or separated participants entitled to future benefits 2020-01-01 277
Total of all active and inactive participants 2020-01-01 780
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 780
Number of participants with account balances 2020-01-01 780
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 31
2019: PROPEL SCHOOLS 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 574
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 505
Number of other retired or separated participants entitled to future benefits 2019-01-01 246
Total of all active and inactive participants 2019-01-01 751
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 751
Number of participants with account balances 2019-01-01 749
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 32
2018: PROPEL SCHOOLS 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 633
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 443
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 126
Total of all active and inactive participants 2018-01-01 569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 569
Number of participants with account balances 2018-01-01 555
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 24
2017: PROPEL SCHOOLS 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 519
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 372
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 261
Total of all active and inactive participants 2017-01-01 633
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 633
Number of participants with account balances 2017-01-01 480
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 42
2016: PROPEL SCHOOLS 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 306
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 322
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 178
Total of all active and inactive participants 2016-01-01 500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 500
Number of participants with account balances 2016-01-01 500
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PROPEL SCHOOLS 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 214
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 208
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 98
Total of all active and inactive participants 2015-01-01 306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 306
Number of participants with account balances 2015-01-01 305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: PROPEL SCHOOLS 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 170
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 44
Total of all active and inactive participants 2014-01-01 214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 214
Number of participants with account balances 2014-01-01 212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2022: PROPEL SCHOOLS 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	842
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	476
Number of retired or separated participants receiving benefits	2022-01-01	5
Number of other retired or separated participants entitled to future benefits	2022-01-01	301
Total of all active and inactive participants	2022-01-01	782
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	782
Number of participants with account balances	2022-01-01	782
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	15
2021: PROPEL SCHOOLS 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	800
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	501
Number of retired or separated participants receiving benefits	2021-01-01	15
Number of other retired or separated participants entitled to future benefits	2021-01-01	316
Total of all active and inactive participants	2021-01-01	832
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	832
Number of participants with account balances	2021-01-01	832
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	26
2020: PROPEL SCHOOLS 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	751
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	492
Number of retired or separated participants receiving benefits	2020-01-01	11
Number of other retired or separated participants entitled to future benefits	2020-01-01	277
Total of all active and inactive participants	2020-01-01	780
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	780
Number of participants with account balances	2020-01-01	780
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	31
2019: PROPEL SCHOOLS 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	574
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	505
Number of other retired or separated participants entitled to future benefits	2019-01-01	246
Total of all active and inactive participants	2019-01-01	751
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	751
Number of participants with account balances	2019-01-01	749
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	32
2018: PROPEL SCHOOLS 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	633
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	443
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	126
Total of all active and inactive participants	2018-01-01	569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	569
Number of participants with account balances	2018-01-01	555
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	24
2017: PROPEL SCHOOLS 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	519
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	372
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	261
Total of all active and inactive participants	2017-01-01	633
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	633
Number of participants with account balances	2017-01-01	480
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	42
2016: PROPEL SCHOOLS 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	306
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	322
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	178
Total of all active and inactive participants	2016-01-01	500
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	500
Number of participants with account balances	2016-01-01	500
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PROPEL SCHOOLS 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	214
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	208
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	98
Total of all active and inactive participants	2015-01-01	306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	306
Number of participants with account balances	2015-01-01	305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: PROPEL SCHOOLS 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	170
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	44
Total of all active and inactive participants	2014-01-01	214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	214
Number of participants with account balances	2014-01-01	212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on PROPEL SCHOOLS 403(B) PLAN

Measure	Date	Value
2022 : PROPEL SCHOOLS 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$591
Total income from all sources (including contributions)	2022-12-31	$703,035
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,728,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,646,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,300,757
Value of total assets at end of year	2022-12-31	$14,074,933
Value of total assets at beginning of year	2022-12-31	$15,100,762
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$81,296
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$339,321
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$339,321
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,143,792
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$27,383
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$591
Other income not declared elsewhere	2022-12-31	$4,962
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,025,238
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$14,074,933
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$15,100,171
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$81,296
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$13,810,959
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$14,825,854
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$263,974
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$241,178
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,942,005
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$2,156,965
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$6,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,646,977
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	GOFF BACKA ALFERA & COMPANY LLC
Accountancy firm EIN	2022-12-31	251871184
2021 : PROPEL SCHOOLS 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$591
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$854
Total income from all sources (including contributions)	2021-12-31	$5,138,609
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,252,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,201,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,310,298
Value of total assets at end of year	2021-12-31	$15,100,762
Value of total assets at beginning of year	2021-12-31	$11,215,114
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$51,492
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,591,177
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,591,177
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,110,782
Participant contributions at end of year	2021-12-31	$27,383
Participant contributions at beginning of year	2021-12-31	$27,383
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$90,115
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$591
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$854
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,885,911
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$15,100,171
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$11,214,260
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$14,825,854
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$11,009,342
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$241,178
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$172,042
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$237,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$2,109,401
Employer contributions (assets) at end of year	2021-12-31	$6,347
Employer contributions (assets) at beginning of year	2021-12-31	$6,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,201,206
Contract administrator fees	2021-12-31	$51,492
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	GOFF BACKA ALFERA & COMPANY LLC
Accountancy firm EIN	2021-12-31	251871184
2020 : PROPEL SCHOOLS 403(B) PLAN 2020 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : PROPEL SCHOOLS 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$218
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$218
Total income from all sources (including contributions)	2019-12-31	$3,911,091
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$919,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$911,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,670,199
Value of total assets at end of year	2019-12-31	$7,700,760
Value of total assets at beginning of year	2019-12-31	$4,709,551
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$8,639
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$164,710
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$876,228
Participant contributions at end of year	2019-12-31	$68,131
Participant contributions at beginning of year	2019-12-31	$26,969
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$27,847
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$218
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$218
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,991,209
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,700,542
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,709,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$8,639
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$7,435,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,582,497
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$107,577
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$93,325
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,076,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,766,124
Employer contributions (assets) at end of year	2019-12-31	$89,251
Employer contributions (assets) at beginning of year	2019-12-31	$6,760
Income. Dividends from common stock	2019-12-31	$164,710
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$911,243
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	GOFF BACKA ALFERA & COMPANY, LLC
Accountancy firm EIN	2019-12-31	251871184
2018 : PROPEL SCHOOLS 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$218
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	$1,516,558
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$940,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$934,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,864,083
Value of total assets at end of year	2018-12-31	$4,709,551
Value of total assets at beginning of year	2018-12-31	$4,133,749
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$6,621
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$111,455
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$111,455
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$774,825
Participant contributions at end of year	2018-12-31	$26,969
Participant contributions at beginning of year	2018-12-31	$52,797
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$37,343
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$218
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$32,327
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$575,584
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,709,333
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,133,749
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$6,621
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$4,582,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$4,013,897
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$2,240
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$2,240
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$93,325
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-458,980
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,051,915
Employer contributions (assets) at end of year	2018-12-31	$6,760
Employer contributions (assets) at beginning of year	2018-12-31	$32,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$934,353
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	GOFF BACKA ALFERA & COMPANY, LLC
Accountancy firm EIN	2018-12-31	251871184
2017 : PROPEL SCHOOLS 403(B) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$0
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,863,148
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$318,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$318,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,291,911
Value of total assets at end of year	2017-12-31	$4,133,749
Value of total assets at beginning of year	2017-12-31	$2,589,468
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$446
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$60,943
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$60,943
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$674,884
Participant contributions at end of year	2017-12-31	$52,797
Participant contributions at beginning of year	2017-12-31	$46,800
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$4,123
Administrative expenses (other) incurred	2017-12-31	$446
Total non interest bearing cash at end of year	2017-12-31	$32,327
Total non interest bearing cash at beginning of year	2017-12-31	$71,654
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,544,281
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,133,749
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,589,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$4,013,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,441,730
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$2,240
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$1,204
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$1,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$510,294
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$612,904
Employer contributions (assets) at end of year	2017-12-31	$32,488
Employer contributions (assets) at beginning of year	2017-12-31	$28,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$318,421
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$0
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	GOFF BACKA ALFERA & COMPANY, LLC
Accountancy firm EIN	2017-12-31	251871184
2016 : PROPEL SCHOOLS 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$1,241,676
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$92,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$92,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,089,002
Value of total assets at end of year	2016-12-31	$2,589,468
Value of total assets at beginning of year	2016-12-31	$1,439,906
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$0
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$3,539
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$3,539
Was this plan covered by a fidelity bond	2016-12-31	No
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$529,844
Participant contributions at end of year	2016-12-31	$46,800
Participant contributions at beginning of year	2016-12-31	$32,597
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$74,770
Total non interest bearing cash at end of year	2016-12-31	$71,654
Total non interest bearing cash at beginning of year	2016-12-31	$5,472
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,149,562
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,589,468
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,439,906
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$2,441,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,382,516
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$1,204
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$657
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$657
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$149,135
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$484,388
Employer contributions (assets) at end of year	2016-12-31	$28,080
Employer contributions (assets) at beginning of year	2016-12-31	$18,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$92,114
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	GOFF BACKA ALFERA & COMPANY, LLC
Accountancy firm EIN	2016-12-31	251871184
2015 : PROPEL SCHOOLS 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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	$675,583
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$25,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$24,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$710,514
Value of total assets at end of year	2015-12-31	$1,439,906
Value of total assets at beginning of year	2015-12-31	$790,202
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,254
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$36,928
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$36,928
Was this plan covered by a fidelity bond	2015-12-31	No
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$381,741
Participant contributions at end of year	2015-12-31	$32,597
Participant contributions at beginning of year	2015-12-31	$23,489
Administrative expenses (other) incurred	2015-12-31	$1,254
Total non interest bearing cash at end of year	2015-12-31	$5,472
Total non interest bearing cash at beginning of year	2015-12-31	$3,383
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$649,704
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,439,906
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$790,202
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$1,382,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$750,352
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$657
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-71,859
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$328,773
Employer contributions (assets) at end of year	2015-12-31	$18,664
Employer contributions (assets) at beginning of year	2015-12-31	$12,978
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$24,625
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	GOFF BACKA ALFERA & COMPANY, LLC
Accountancy firm EIN	2015-12-31	251871184
2014 : PROPEL SCHOOLS 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$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	$0
Total income from all sources (including contributions)	2014-12-31	$480,513
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$11,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$10,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$464,625
Value of total assets at end of year	2014-12-31	$790,202
Value of total assets at beginning of year	2014-12-31	$321,512
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$1,229
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$10,758
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$10,758
Was this plan covered by a fidelity bond	2014-12-31	No
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$263,046
Participant contributions at end of year	2014-12-31	$23,489
Participant contributions at beginning of year	2014-12-31	$4,200
Administrative expenses (other) incurred	2014-12-31	$1,229
Total non interest bearing cash at end of year	2014-12-31	$3,383
Total non interest bearing cash at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$468,690
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$790,202
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$321,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$750,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$317,312
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$5,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$201,579
Employer contributions (assets) at end of year	2014-12-31	$12,978
Employer contributions (assets) at beginning of year	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$10,594
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	GOFF BACKA ALFERA & COMPANY, LLC
Accountancy firm EIN	2014-12-31	251871184

Form 5500 Responses for PROPEL SCHOOLS 403(B) PLAN

2022: PROPEL SCHOOLS 403(B) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PROPEL SCHOOLS 403(B) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PROPEL SCHOOLS 403(B) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PROPEL SCHOOLS 403(B) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PROPEL SCHOOLS 403(B) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PROPEL SCHOOLS 403(B) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PROPEL SCHOOLS 403(B) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PROPEL SCHOOLS 403(B) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PROPEL SCHOOLS 403(B) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	First time form 5500 has been submitted	Yes
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

504640-01

Policy instance

Insurance contract or identification number	504640-01
Number of Individuals Covered	4
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

504640-01

Policy instance

Insurance contract or identification number	504640-01
Number of Individuals Covered	6
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

504640-01

Policy instance

Insurance contract or identification number	504640-01
Number of Individuals Covered	6
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-30
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

504640-01

Policy instance

Insurance contract or identification number	504640-01
Number of Individuals Covered	6
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

504640-01

Policy instance

Insurance contract or identification number	504640-01
Number of Individuals Covered	3
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

PROPEL SCHOOLS FOUNDATION 403(B) PLAN [EIN = 201100962]

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Company Name:	PROPEL SCHOOLS
Employer identification number (EIN):	030483260
NAIC Classification:	611000