401k Plan data: EAGLETON SCHOOL, INC. 401(K) PLAN plan

EAGLETON SCHOOL, INC. 401(K) PLAN 401k Plan overview

Plan Name	EAGLETON SCHOOL, INC. 401(K) PLAN
Plan identification number	003

EAGLETON SCHOOL, INC. 401(K) 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(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: EAGLETON SCHOOL, INC.

Employer identification number (EIN): 042653332

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EAGLETON SCHOOL, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2017-01-01 BRUCE BONA 2018-09-24
003 2016-01-01 BRUCE BONA
003 2015-01-01 DOUGLAS COGGINS
003 2014-01-01 BRUCE BONA
003 2014-01-01 BRUCE BONA

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
003	2017-01-01	BRUCE BONA	2018-09-24
003	2016-01-01	BRUCE BONA
003	2015-01-01	DOUGLAS COGGINS
003	2014-01-01	BRUCE BONA
003	2014-01-01	BRUCE BONA

Plan Statistics for EAGLETON SCHOOL, INC. 401(K) PLAN

401k plan membership statisitcs for EAGLETON SCHOOL, INC. 401(K) PLAN

Measure Date Value
2016: EAGLETON SCHOOL, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
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 25
Total of all active and inactive participants 2016-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 25
Number of participants with account balances 2016-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: EAGLETON SCHOOL, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 137
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 6
Total of all active and inactive participants 2015-01-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 143
Number of participants with account balances 2015-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: EAGLETON SCHOOL, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 133
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 2
Total of all active and inactive participants 2014-01-01 135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 135
Number of participants with account balances 2014-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3

Measure	Date	Value
2016: EAGLETON SCHOOL, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
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	25
Total of all active and inactive participants	2016-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	25
Number of participants with account balances	2016-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: EAGLETON SCHOOL, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	137
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	6
Total of all active and inactive participants	2015-01-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	143
Number of participants with account balances	2015-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: EAGLETON SCHOOL, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	133
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	2
Total of all active and inactive participants	2014-01-01	135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	135
Number of participants with account balances	2014-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3

Financial Data on EAGLETON SCHOOL, INC. 401(K) PLAN

Measure	Date	Value
2016 : EAGLETON SCHOOL, INC. 401(K) 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	$1,248
Total income from all sources (including contributions)	2016-12-31	$37,440
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$114,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$110,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$28,295
Value of total assets at end of year	2016-12-31	$79,423
Value of total assets at beginning of year	2016-12-31	$157,666
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$3,968
Total interest from all sources	2016-12-31	$17
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$2,641
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2016-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$2,641
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$265,000
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	$18,970
Participant contributions at end of year	2016-12-31	$4,880
Participant contributions at beginning of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$1,248
Administrative expenses (other) incurred	2016-12-31	$3,968
Total non interest bearing cash at end of year	2016-12-31	$450
Total non interest bearing cash at beginning of year	2016-12-31	$3,886
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	$-76,995
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$79,423
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$156,418
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	$74,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$148,846
Interest on participant loans	2016-12-31	$17
Value of interest in common/collective trusts at end of year	2016-12-31	$1
Value of interest in common/collective trusts at beginning of year	2016-12-31	$508
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$6,484
Net investment gain or loss from common/collective trusts	2016-12-31	$3
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	No
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	$9,325
Employer contributions (assets) at beginning of year	2016-12-31	$4,426
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$110,467
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	LOMBARDI, CLAIRMONT & KEEGAN
Accountancy firm EIN	2016-12-31	042511474
2015 : EAGLETON SCHOOL, INC. 401(K) 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	$1,248
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	$83,699
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$3,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,773
Value of total corrective distributions	2015-12-31	$1,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$85,787
Value of total assets at end of year	2015-12-31	$157,666
Value of total assets at beginning of year	2015-12-31	$75,740
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$0
Total interest from all sources	2015-12-31	$1
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$6,990
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$6,990
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$265,000
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	$56,869
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$1,248
Total non interest bearing cash at end of year	2015-12-31	$3,886
Total non interest bearing cash at beginning of year	2015-12-31	$22,212
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	$80,678
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$156,418
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$75,740
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	$148,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$35,137
Value of interest in common/collective trusts at end of year	2015-12-31	$508
Value of interest in common/collective trusts at beginning of year	2015-12-31	$4
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-9,079
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	No
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	$28,918
Employer contributions (assets) at end of year	2015-12-31	$4,426
Employer contributions (assets) at beginning of year	2015-12-31	$18,387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,773
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	LOMBARDI, CLAIRMONT & KEEGAN
Accountancy firm EIN	2015-12-31	042511474
2014 : EAGLETON SCHOOL, INC. 401(K) 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	$79,239
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$354
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$79,066
Value of total assets at end of year	2014-12-31	$78,885
Value of total assets at beginning of year	2014-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,268
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	$1,268
Was this plan covered by a fidelity bond	2014-12-31	No
Value of fidelity bond cover	2014-12-31	$265,000
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	$28,168
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$28,389
Total non interest bearing cash at end of year	2014-12-31	$22,212
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	$78,885
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$78,885
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$0
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	$35,137
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$0
Value of interest in common/collective trusts at end of year	2014-12-31	$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-1,095
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	No
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	$22,509
Employer contributions (assets) at end of year	2014-12-31	$21,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$354
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	LOMBARDI, CLAIRMONT & KEEGAN
Accountancy firm EIN	2014-12-31	042511474

Form 5500 Responses for EAGLETON SCHOOL, INC. 401(K) PLAN

2016: EAGLETON SCHOOL, INC. 401(K) 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: EAGLETON SCHOOL, INC. 401(K) 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: EAGLETON SCHOOL, INC. 401(K) 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	Yes
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

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Company Name:	EAGLETON SCHOOL, INC.
Employer identification number (EIN):	042653332
NAIC Classification:	611000