Logo

HUNTERDON PREPARATORY SCHOOL PROFIT SHARING PLAN 401k Plan overview

Plan NameHUNTERDON PREPARATORY SCHOOL PROFIT SHARING PLAN
Plan identification number 001

HUNTERDON PREPARATORY SCHOOL PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • 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

HUNTERDON PREPARATORY SCHOOL A NEW JERSEY NONPROFIT CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:HUNTERDON PREPARATORY SCHOOL A NEW JERSEY NONPROFIT CORPORATION
Employer identification number (EIN):222120194
NAIC Classification:611000

Additional information about HUNTERDON PREPARATORY SCHOOL A NEW JERSEY NONPROFIT CORPORATION

Jurisdiction of Incorporation: New Jersey Division of Revenue and Enterprise Services
Incorporation Date:
Company Identification Number: 0900027667

More information about HUNTERDON PREPARATORY SCHOOL A NEW JERSEY NONPROFIT CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HUNTERDON PREPARATORY SCHOOL PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01HOPE ATKINSON2023-12-07 HOPE ATKINSON2023-12-07
0012021-07-01HOPE ATKINSON2022-11-28 HOPE ATKINSON2022-11-28
0012020-07-01HOPE ATKINSON2022-01-31 HOPE ATKINSON2022-01-31
0012019-07-01HOPE ATKINSON2020-12-22 HOPE ATKINSON2020-12-22
0012018-07-01HOPE ATKINSON2019-11-11 HOPE ATKINSON2019-11-11
0012017-07-01
0012016-07-01
0012015-07-01
0012014-07-01
0012013-07-01
0012012-07-01HOPE ATKINSON HOPE ATKINSON2013-11-22
0012011-07-01HOPE ATKINSON HOPE ATKINSON2012-11-15
0012010-07-01HOPE ATKINSON HOPE ATKINSON2011-11-17
0012009-07-01HOPE ATKINSON HOPE ATKINSON2010-12-01

Plan Statistics for HUNTERDON PREPARATORY SCHOOL PROFIT SHARING PLAN

401k plan membership statisitcs for HUNTERDON PREPARATORY SCHOOL PROFIT SHARING PLAN

Measure Date Value
2022: HUNTERDON PREPARATORY SCHOOL PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-0133
Total number of active participants reported on line 7a of the Form 55002022-07-0125
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-016
Total of all active and inactive participants2022-07-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-0131
Number of participants with account balances2022-07-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-011
2021: HUNTERDON PREPARATORY SCHOOL PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-0134
Total number of active participants reported on line 7a of the Form 55002021-07-0127
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-016
Total of all active and inactive participants2021-07-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-0133
Number of participants with account balances2021-07-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: HUNTERDON PREPARATORY SCHOOL PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-0133
Total number of active participants reported on line 7a of the Form 55002020-07-0128
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-015
Total of all active and inactive participants2020-07-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-0133
Number of participants with account balances2020-07-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: HUNTERDON PREPARATORY SCHOOL PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-0130
Total number of active participants reported on line 7a of the Form 55002019-07-0126
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-015
Total of all active and inactive participants2019-07-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-0131
Number of participants with account balances2019-07-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: HUNTERDON PREPARATORY SCHOOL PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-0129
Total number of active participants reported on line 7a of the Form 55002018-07-0124
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-015
Total of all active and inactive participants2018-07-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-0129
Number of participants with account balances2018-07-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: HUNTERDON PREPARATORY SCHOOL PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-0127
Total number of active participants reported on line 7a of the Form 55002017-07-0123
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-014
Total of all active and inactive participants2017-07-0127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-0127
Number of participants with account balances2017-07-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: HUNTERDON PREPARATORY SCHOOL PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-0127
Total number of active participants reported on line 7a of the Form 55002016-07-0122
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-014
Total of all active and inactive participants2016-07-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-0126
Number of participants with account balances2016-07-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: HUNTERDON PREPARATORY SCHOOL PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-0126
Total number of active participants reported on line 7a of the Form 55002015-07-0122
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-016
Total of all active and inactive participants2015-07-0128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-0128
Number of participants with account balances2015-07-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: HUNTERDON PREPARATORY SCHOOL PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-0126
Total number of active participants reported on line 7a of the Form 55002014-07-0121
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-015
Total of all active and inactive participants2014-07-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-0126
Number of participants with account balances2014-07-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: HUNTERDON PREPARATORY SCHOOL PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-0126
Total number of active participants reported on line 7a of the Form 55002013-07-0121
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-015
Total of all active and inactive participants2013-07-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-0126
Number of participants with account balances2013-07-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: HUNTERDON PREPARATORY SCHOOL PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-0125
Total number of active participants reported on line 7a of the Form 55002012-07-0121
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-015
Total of all active and inactive participants2012-07-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-0126
Number of participants with account balances2012-07-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: HUNTERDON PREPARATORY SCHOOL PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-0126
Total number of active participants reported on line 7a of the Form 55002011-07-0122
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-014
Total of all active and inactive participants2011-07-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-0126
Number of participants with account balances2011-07-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-011
2010: HUNTERDON PREPARATORY SCHOOL PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-0126
Total number of active participants reported on line 7a of the Form 55002010-07-0122
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-013
Total of all active and inactive participants2010-07-0125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-0125
Number of participants with account balances2010-07-0123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-011
2009: HUNTERDON PREPARATORY SCHOOL PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-0125
Total number of active participants reported on line 7a of the Form 55002009-07-0123
Number of other retired or separated participants entitled to future benefits2009-07-011
Total of all active and inactive participants2009-07-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-0125
Number of participants with account balances2009-07-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on HUNTERDON PREPARATORY SCHOOL PROFIT SHARING PLAN

Measure Date Value
2023 : HUNTERDON PREPARATORY SCHOOL PROFIT SHARING PLAN 2023 401k financial data
Total income from all sources2023-06-30$886,569
Expenses. Total of all expenses incurred2023-06-30$856,405
Benefits paid (including direct rollovers)2023-06-30$856,405
Total plan assets at end of year2023-06-30$5,140,810
Total plan assets at beginning of year2023-06-30$5,110,646
Value of fidelity bond covering the plan2023-06-30$450,000
Total contributions received or receivable from participants2023-06-30$235,282
Expenses. Other expenses not covered elsewhere2023-06-30$0
Contributions received from other sources (not participants or employers)2023-06-30$0
Other income received2023-06-30$541,287
Net income (gross income less expenses)2023-06-30$30,164
Net plan assets at end of year (total assets less liabilities)2023-06-30$5,140,810
Net plan assets at beginning of year (total assets less liabilities)2023-06-30$5,110,646
Total contributions received or receivable from employer(s)2023-06-30$110,000
Expenses. Administrative service providers (salaries,fees and commissions)2023-06-30$0
2022 : HUNTERDON PREPARATORY SCHOOL PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-06-30$-544,900
Expenses. Total of all expenses incurred2022-06-30$161,584
Benefits paid (including direct rollovers)2022-06-30$161,584
Total plan assets at end of year2022-06-30$5,110,646
Total plan assets at beginning of year2022-06-30$5,817,130
Value of fidelity bond covering the plan2022-06-30$450,000
Total contributions received or receivable from participants2022-06-30$238,671
Expenses. Other expenses not covered elsewhere2022-06-30$0
Contributions received from other sources (not participants or employers)2022-06-30$8,449
Other income received2022-06-30$-792,020
Net income (gross income less expenses)2022-06-30$-706,484
Net plan assets at end of year (total assets less liabilities)2022-06-30$5,110,646
Net plan assets at beginning of year (total assets less liabilities)2022-06-30$5,817,130
Total contributions received or receivable from employer(s)2022-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-06-30$0
2021 : HUNTERDON PREPARATORY SCHOOL PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-06-30$1,683,496
Expenses. Total of all expenses incurred2021-06-30$1,041,538
Benefits paid (including direct rollovers)2021-06-30$1,041,538
Total plan assets at end of year2021-06-30$5,817,130
Total plan assets at beginning of year2021-06-30$5,175,172
Value of fidelity bond covering the plan2021-06-30$450,000
Total contributions received or receivable from participants2021-06-30$226,166
Expenses. Other expenses not covered elsewhere2021-06-30$0
Contributions received from other sources (not participants or employers)2021-06-30$0
Other income received2021-06-30$1,096,829
Net income (gross income less expenses)2021-06-30$641,958
Net plan assets at end of year (total assets less liabilities)2021-06-30$5,817,130
Net plan assets at beginning of year (total assets less liabilities)2021-06-30$5,175,172
Total contributions received or receivable from employer(s)2021-06-30$360,501
Expenses. Administrative service providers (salaries,fees and commissions)2021-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
2020 : HUNTERDON PREPARATORY SCHOOL PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-06-30$557,420
Expenses. Total of all expenses incurred2020-06-30$169,564
Benefits paid (including direct rollovers)2020-06-30$169,464
Total plan assets at end of year2020-06-30$5,175,172
Total plan assets at beginning of year2020-06-30$4,787,316
Value of fidelity bond covering the plan2020-06-30$450,000
Total contributions received or receivable from participants2020-06-30$194,508
Expenses. Other expenses not covered elsewhere2020-06-30$0
Contributions received from other sources (not participants or employers)2020-06-30$0
Other income received2020-06-30$151,912
Net income (gross income less expenses)2020-06-30$387,856
Net plan assets at end of year (total assets less liabilities)2020-06-30$5,175,172
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$4,787,316
Total contributions received or receivable from employer(s)2020-06-30$211,000
Expenses. Administrative service providers (salaries,fees and commissions)2020-06-30$100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-06-30$0
2019 : HUNTERDON PREPARATORY SCHOOL PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-06-30$913,519
Expenses. Total of all expenses incurred2019-06-30$395,011
Benefits paid (including direct rollovers)2019-06-30$395,011
Total plan assets at end of year2019-06-30$4,787,316
Total plan assets at beginning of year2019-06-30$4,268,808
Value of fidelity bond covering the plan2019-06-30$450,000
Total contributions received or receivable from participants2019-06-30$161,889
Expenses. Other expenses not covered elsewhere2019-06-30$0
Contributions received from other sources (not participants or employers)2019-06-30$67,978
Other income received2019-06-30$267,152
Net income (gross income less expenses)2019-06-30$518,508
Net plan assets at end of year (total assets less liabilities)2019-06-30$4,787,316
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$4,268,808
Total contributions received or receivable from employer(s)2019-06-30$416,500
Expenses. Administrative service providers (salaries,fees and commissions)2019-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
2018 : HUNTERDON PREPARATORY SCHOOL PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-06-30$692,045
Expenses. Total of all expenses incurred2018-06-30$32,500
Benefits paid (including direct rollovers)2018-06-30$32,500
Total plan assets at end of year2018-06-30$4,268,808
Total plan assets at beginning of year2018-06-30$3,609,263
Value of fidelity bond covering the plan2018-06-30$350,000
Total contributions received or receivable from participants2018-06-30$141,074
Expenses. Other expenses not covered elsewhere2018-06-30$0
Contributions received from other sources (not participants or employers)2018-06-30$139,520
Other income received2018-06-30$215,451
Net income (gross income less expenses)2018-06-30$659,545
Net plan assets at end of year (total assets less liabilities)2018-06-30$4,268,808
Net plan assets at beginning of year (total assets less liabilities)2018-06-30$3,609,263
Total contributions received or receivable from employer(s)2018-06-30$196,000
Expenses. Administrative service providers (salaries,fees and commissions)2018-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
2017 : HUNTERDON PREPARATORY SCHOOL PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-06-30$753,280
Expenses. Total of all expenses incurred2017-06-30$135,954
Benefits paid (including direct rollovers)2017-06-30$135,904
Total plan assets at end of year2017-06-30$3,609,263
Total plan assets at beginning of year2017-06-30$2,991,937
Value of fidelity bond covering the plan2017-06-30$350,000
Total contributions received or receivable from participants2017-06-30$128,714
Expenses. Other expenses not covered elsewhere2017-06-30$0
Contributions received from other sources (not participants or employers)2017-06-30$0
Other income received2017-06-30$383,838
Net income (gross income less expenses)2017-06-30$617,326
Net plan assets at end of year (total assets less liabilities)2017-06-30$3,609,263
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$2,991,937
Total contributions received or receivable from employer(s)2017-06-30$240,728
Expenses. Administrative service providers (salaries,fees and commissions)2017-06-30$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-06-30$0
2016 : HUNTERDON PREPARATORY SCHOOL PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-06-30$216,391
Expenses. Total of all expenses incurred2016-06-30$73,833
Benefits paid (including direct rollovers)2016-06-30$73,808
Total plan assets at end of year2016-06-30$2,991,937
Total plan assets at beginning of year2016-06-30$2,849,379
Value of fidelity bond covering the plan2016-06-30$350,000
Total contributions received or receivable from participants2016-06-30$118,350
Expenses. Other expenses not covered elsewhere2016-06-30$0
Contributions received from other sources (not participants or employers)2016-06-30$0
Other income received2016-06-30$-61,959
Net income (gross income less expenses)2016-06-30$142,558
Net plan assets at end of year (total assets less liabilities)2016-06-30$2,991,937
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$2,849,379
Total contributions received or receivable from employer(s)2016-06-30$160,000
Value of certain deemed distributions of participant loans2016-06-30$25
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
2015 : HUNTERDON PREPARATORY SCHOOL PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-06-30$201,188
Expenses. Total of all expenses incurred2015-06-30$0
Total plan assets at end of year2015-06-30$2,849,379
Total plan assets at beginning of year2015-06-30$2,648,191
Value of fidelity bond covering the plan2015-06-30$250,000
Total contributions received or receivable from participants2015-06-30$113,196
Expenses. Other expenses not covered elsewhere2015-06-30$0
Contributions received from other sources (not participants or employers)2015-06-30$18,017
Other income received2015-06-30$69,975
Net income (gross income less expenses)2015-06-30$201,188
Net plan assets at end of year (total assets less liabilities)2015-06-30$2,849,379
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$2,648,191
Total contributions received or receivable from employer(s)2015-06-30$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
2014 : HUNTERDON PREPARATORY SCHOOL PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-06-30$500,763
Expenses. Total of all expenses incurred2014-06-30$0
Total plan assets at end of year2014-06-30$2,648,191
Total plan assets at beginning of year2014-06-30$2,147,428
Value of fidelity bond covering the plan2014-06-30$250,000
Total contributions received or receivable from participants2014-06-30$108,066
Expenses. Other expenses not covered elsewhere2014-06-30$0
Contributions received from other sources (not participants or employers)2014-06-30$0
Other income received2014-06-30$322,697
Net income (gross income less expenses)2014-06-30$500,763
Net plan assets at end of year (total assets less liabilities)2014-06-30$2,648,191
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$2,147,428
Total contributions received or receivable from employer(s)2014-06-30$70,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
2013 : HUNTERDON PREPARATORY SCHOOL PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-06-30$342,909
Expenses. Total of all expenses incurred2013-06-30$0
Total plan assets at end of year2013-06-30$2,147,428
Total plan assets at beginning of year2013-06-30$1,804,519
Value of fidelity bond covering the plan2013-06-30$250,000
Total contributions received or receivable from participants2013-06-30$92,413
Expenses. Other expenses not covered elsewhere2013-06-30$0
Contributions received from other sources (not participants or employers)2013-06-30$0
Other income received2013-06-30$204,496
Net income (gross income less expenses)2013-06-30$342,909
Net plan assets at end of year (total assets less liabilities)2013-06-30$2,147,428
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$1,804,519
Total contributions received or receivable from employer(s)2013-06-30$46,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
2012 : HUNTERDON PREPARATORY SCHOOL PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-06-30$124,290
Expenses. Total of all expenses incurred2012-06-30$52,369
Benefits paid (including direct rollovers)2012-06-30$52,294
Total plan assets at end of year2012-06-30$1,804,519
Total plan assets at beginning of year2012-06-30$1,732,598
Value of fidelity bond covering the plan2012-06-30$250,000
Total contributions received or receivable from participants2012-06-30$78,686
Expenses. Other expenses not covered elsewhere2012-06-30$75
Contributions received from other sources (not participants or employers)2012-06-30$0
Other income received2012-06-30$-4,396
Net income (gross income less expenses)2012-06-30$71,921
Net plan assets at end of year (total assets less liabilities)2012-06-30$1,804,519
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$1,732,598
Total contributions received or receivable from employer(s)2012-06-30$50,000
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
2011 : HUNTERDON PREPARATORY SCHOOL PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-06-30$391,102
Expenses. Total of all expenses incurred2011-06-30$185,439
Benefits paid (including direct rollovers)2011-06-30$185,439
Total plan assets at end of year2011-06-30$1,732,598
Total plan assets at beginning of year2011-06-30$1,526,935
Value of fidelity bond covering the plan2011-06-30$250,000
Total contributions received or receivable from participants2011-06-30$68,995
Contributions received from other sources (not participants or employers)2011-06-30$0
Other income received2011-06-30$322,107
Net income (gross income less expenses)2011-06-30$205,663
Net plan assets at end of year (total assets less liabilities)2011-06-30$1,732,598
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$1,526,935
Total contributions received or receivable from employer(s)2011-06-30$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
2010 : HUNTERDON PREPARATORY SCHOOL PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for HUNTERDON PREPARATORY SCHOOL PROFIT SHARING PLAN

2022: HUNTERDON PREPARATORY SCHOOL PROFIT SHARING PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: HUNTERDON PREPARATORY SCHOOL PROFIT SHARING PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: HUNTERDON PREPARATORY SCHOOL PROFIT SHARING PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: HUNTERDON PREPARATORY SCHOOL PROFIT SHARING PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: HUNTERDON PREPARATORY SCHOOL PROFIT SHARING PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: HUNTERDON PREPARATORY SCHOOL PROFIT SHARING PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: HUNTERDON PREPARATORY SCHOOL PROFIT SHARING PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: HUNTERDON PREPARATORY SCHOOL PROFIT SHARING PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: HUNTERDON PREPARATORY SCHOOL PROFIT SHARING PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: HUNTERDON PREPARATORY SCHOOL PROFIT SHARING PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: HUNTERDON PREPARATORY SCHOOL PROFIT SHARING PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: HUNTERDON PREPARATORY SCHOOL PROFIT SHARING PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: HUNTERDON PREPARATORY SCHOOL PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: HUNTERDON PREPARATORY SCHOOL PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-826390
Policy instance 1
Insurance contract or identification numberGA-826390
Number of Individuals Covered32
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-826390
Policy instance 1
Insurance contract or identification numberGA-826390
Number of Individuals Covered27
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $17,930
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,930
Insurance broker organization code?3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-826390
Policy instance 1
Insurance contract or identification numberGA-826390
Number of Individuals Covered28
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $16,369
Total amount of fees paid to insurance companyUSD $20
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $16,369
Insurance broker organization code?3
Amount paid for insurance broker fees20
Additional information about fees paid to insurance brokerSALES/MARKETING
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-826390
Policy instance 1
Insurance contract or identification numberGA-826390
Number of Individuals Covered26
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $16,617
Total amount of fees paid to insurance companyUSD $618
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,617
Amount paid for insurance broker fees618
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-826390
Policy instance 1
Insurance contract or identification numberGA-826390
Number of Individuals Covered25
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $10,962
Total amount of fees paid to insurance companyUSD $1,095
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,962
Amount paid for insurance broker fees1095
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-826390
Policy instance 1
Insurance contract or identification numberGA-826390
Number of Individuals Covered26
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $9,775
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $9,775
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-826390
Policy instance 1
Insurance contract or identification numberGA-826390
Number of Individuals Covered26
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $8,152
Total amount of fees paid to insurance companyUSD $812
Commission paid to Insurance BrokerUSD $8,152
Insurance broker organization code?3
Amount paid for insurance broker fees812
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker nameMERRILL LYNCH PIERCE FENNER SMITH
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-826390
Policy instance 1
Insurance contract or identification numberGA-826390
Number of Individuals Covered25
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $4,443
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $3,760
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH PIERCE FENNER SMITH
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-826390
Policy instance 1
Insurance contract or identification numberGA-826390
Number of Individuals Covered23
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $13,314
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHQ088
Policy instance 1
Insurance contract or identification numberPHQ088
Number of Individuals Covered26
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $6,073
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1