401k Plan data: HOPKINS SCHOOL TAX DEFERRED ANNUITY PLAN plan

HOPKINS SCHOOL TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan Name	HOPKINS SCHOOL TAX DEFERRED ANNUITY PLAN
Plan identification number	002

HOPKINS SCHOOL TAX DEFERRED ANNUITY PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

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

Company Name: HOPKINS SCHOOL

Employer identification number (EIN): 060646674

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOPKINS SCHOOL TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2012-01-01 DAVID BAXTER
002 2011-01-01 DAVID BAXTER
002 2009-01-01 DAVID BAXTER

Plan id#	Filing Submission Date	Name of Administrator
002	2012-01-01	DAVID BAXTER
002	2011-01-01	DAVID BAXTER
002	2009-01-01	DAVID BAXTER

Plan Statistics for HOPKINS SCHOOL TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for HOPKINS SCHOOL TAX DEFERRED ANNUITY PLAN

Measure Date Value
2012: HOPKINS SCHOOL TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 0
Total participants 2012-01-01 0
Number of participants with account balances 2012-01-01 0
2011: HOPKINS SCHOOL TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 119
Number of other retired or separated participants entitled to future benefits 2011-01-01 9
Total of all active and inactive participants 2011-01-01 128
Total participants 2011-01-01 128
Number of participants with account balances 2011-01-01 102
2009: HOPKINS SCHOOL TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 111
Number of other retired or separated participants entitled to future benefits 2009-01-01 13
Total of all active and inactive participants 2009-01-01 124
Total participants 2009-01-01 124
Number of participants with account balances 2009-01-01 124

Measure	Date	Value
2012: HOPKINS SCHOOL TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	0
Total participants	2012-01-01	0
Number of participants with account balances	2012-01-01	0
2011: HOPKINS SCHOOL TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	119
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	128
Total participants	2011-01-01	128
Number of participants with account balances	2011-01-01	102
2009: HOPKINS SCHOOL TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	111
Number of other retired or separated participants entitled to future benefits	2009-01-01	13
Total of all active and inactive participants	2009-01-01	124
Total participants	2009-01-01	124
Number of participants with account balances	2009-01-01	124

Financial Data on HOPKINS SCHOOL TAX DEFERRED ANNUITY PLAN

Measure	Date	Value
2012 : HOPKINS SCHOOL TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total transfer of assets from this plan	2012-12-31	$3,310,502
Total income from all sources (including contributions)	2012-12-31	$592,211
Total of all expenses incurred	2012-12-31	$273,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$273,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$261,266
Value of total assets at end of year	2012-12-31	$0
Value of total assets at beginning of year	2012-12-31	$2,991,309
Total interest from all sources	2012-12-31	$37,370
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$15,349
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$15,349
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$151,773
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$109,493
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$319,193
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,991,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,902,187
Value of interest in pooled separate accounts at end of year	2012-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$91,209
Interest earned on other investments	2012-12-31	$37,370
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$997,913
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$268,445
Net investment gain/loss from pooled separate accounts	2012-12-31	$9,781
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$273,018
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	COHNREZNICK LLP
Accountancy firm EIN	2012-12-31	221478099
2011 : HOPKINS SCHOOL TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$119,446
Total of all expenses incurred	2011-12-31	$268,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$268,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$127,045
Value of total assets at end of year	2011-12-31	$2,991,309
Value of total assets at beginning of year	2011-12-31	$3,140,337
Total interest from all sources	2011-12-31	$38,541
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$11,717
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$11,717
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$127,045
Participant contributions at beginning of year	2011-12-31	$8,853
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-149,028
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,991,309
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,140,337
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,902,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,003,237
Value of interest in pooled separate accounts at end of year	2011-12-31	$91,209
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$40,233
Interest earned on other investments	2011-12-31	$38,541
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$997,913
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$1,088,014
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-67,319
Net investment gain/loss from pooled separate accounts	2011-12-31	$9,462
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$268,474
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	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	J.H. COHN LLP
Accountancy firm EIN	2011-12-31	221478099
2010 : HOPKINS SCHOOL TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$416,803
Total of all expenses incurred	2010-12-31	$240,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$240,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$124,026
Value of total assets at end of year	2010-12-31	$3,140,337
Value of total assets at beginning of year	2010-12-31	$2,964,278
Total interest from all sources	2010-12-31	$38,324
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$117,035
Participant contributions at end of year	2010-12-31	$8,853
Participant contributions at beginning of year	2010-12-31	$359
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$6,991
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$176,059
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,140,337
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,964,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$2,003,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,797,036
Value of interest in pooled separate accounts at end of year	2010-12-31	$40,233
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$67,729
Interest earned on other investments	2010-12-31	$38,324
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$1,088,014
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$1,099,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$244,893
Net investment gain/loss from pooled separate accounts	2010-12-31	$9,560
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$240,744
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	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	J.H. COHN LLP
Accountancy firm EIN	2010-12-31	221478099
2009 : HOPKINS SCHOOL TAX DEFERRED ANNUITY 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

Form 5500 Responses for HOPKINS SCHOOL TAX DEFERRED ANNUITY PLAN

2012: HOPKINS SCHOOL TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	This submission is the final filing	Yes
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: HOPKINS SCHOOL TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: HOPKINS SCHOOL TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HOPKINS SCHOOL
Employer identification number (EIN):	060646674
NAIC Classification:	611000