401k Plan data: GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN plan

GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan Name	GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN
Plan identification number	001

GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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 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.
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

GERMANTOWN ACADEMY has sponsored the creation of one or more 401k plans.

Company Name: GERMANTOWN ACADEMY

Employer identification number (EIN): 231352639

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GERMANTOWN ACADEMY DEFINED CONTRIBUTION 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 THOMAS TAFT THOMAS TAFT 2018-10-13
001 2016-01-01 THOMAS TAFT THOMAS TAFT 2017-10-13
001 2015-01-01 THOMAS TAFT THOMAS TAFT 2016-10-13
001 2014-01-01 THOMAS TAFT
001 2013-01-01 THOMAS TAFT THOMAS TAFT 2014-10-14
001 2012-01-01 CAROLYN KLEMENS
001 2011-01-01 CAROLYN KLEMENS
001 2010-01-01 CAROLYN KLEMENS
001 2009-01-01 CAROLYN KLEMENS

Plan id#	Filing Submission Date	Name of Administrator	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	THOMAS TAFT	THOMAS TAFT	2018-10-13
001	2016-01-01	THOMAS TAFT	THOMAS TAFT	2017-10-13
001	2015-01-01	THOMAS TAFT	THOMAS TAFT	2016-10-13
001	2014-01-01	THOMAS TAFT
001	2013-01-01	THOMAS TAFT	THOMAS TAFT	2014-10-14
001	2012-01-01	CAROLYN KLEMENS
001	2011-01-01	CAROLYN KLEMENS
001	2010-01-01	CAROLYN KLEMENS
001	2009-01-01	CAROLYN KLEMENS

Plan Statistics for GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN

Measure Date Value
2022: GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 598
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 297
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 342
Total of all active and inactive participants 2022-01-01 639
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 5
Total participants 2022-01-01 644
Number of participants with account balances 2022-01-01 637
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 615
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 296
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 298
Total of all active and inactive participants 2021-01-01 594
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 4
Total participants 2021-01-01 598
Number of participants with account balances 2021-01-01 592
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 604
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 297
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 318
Total of all active and inactive participants 2020-01-01 615
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 615
Number of participants with account balances 2020-01-01 590
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 595
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 291
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 313
Total of all active and inactive participants 2019-01-01 604
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 604
Number of participants with account balances 2019-01-01 580
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 598
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 287
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 308
Total of all active and inactive participants 2018-01-01 595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 595
Number of participants with account balances 2018-01-01 551
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 556
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 298
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 300
Total of all active and inactive participants 2017-01-01 598
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 598
Number of participants with account balances 2017-01-01 562
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 554
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 270
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 286
Total of all active and inactive participants 2016-01-01 556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 556
Number of participants with account balances 2016-01-01 548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 539
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 265
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 289
Total of all active and inactive participants 2015-01-01 554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 554
Number of participants with account balances 2015-01-01 547
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 524
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 268
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 271
Total of all active and inactive participants 2014-01-01 539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 539
Number of participants with account balances 2014-01-01 530
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 512
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 259
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 265
Total of all active and inactive participants 2013-01-01 524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 524
Number of participants with account balances 2013-01-01 518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 496
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 257
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 255
Total of all active and inactive participants 2012-01-01 512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 512
Number of participants with account balances 2012-01-01 496
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 481
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 253
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 243
Total of all active and inactive participants 2011-01-01 496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 496
Number of participants with account balances 2011-01-01 490
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 473
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 240
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 241
Total of all active and inactive participants 2010-01-01 481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 481
Number of participants with account balances 2010-01-01 475
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 464
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 255
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 218
Total of all active and inactive participants 2009-01-01 473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 473
Number of participants with account balances 2009-01-01 464
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	598
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	297
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	342
Total of all active and inactive participants	2022-01-01	639
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	5
Total participants	2022-01-01	644
Number of participants with account balances	2022-01-01	637
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	615
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	296
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	298
Total of all active and inactive participants	2021-01-01	594
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	4
Total participants	2021-01-01	598
Number of participants with account balances	2021-01-01	592
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	604
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	297
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	318
Total of all active and inactive participants	2020-01-01	615
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	615
Number of participants with account balances	2020-01-01	590
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	595
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	291
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	313
Total of all active and inactive participants	2019-01-01	604
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	604
Number of participants with account balances	2019-01-01	580
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	598
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	287
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	308
Total of all active and inactive participants	2018-01-01	595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	595
Number of participants with account balances	2018-01-01	551
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	556
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	298
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	300
Total of all active and inactive participants	2017-01-01	598
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	598
Number of participants with account balances	2017-01-01	562
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	554
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	270
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	286
Total of all active and inactive participants	2016-01-01	556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	556
Number of participants with account balances	2016-01-01	548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	539
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	265
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	289
Total of all active and inactive participants	2015-01-01	554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	554
Number of participants with account balances	2015-01-01	547
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	524
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	268
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	271
Total of all active and inactive participants	2014-01-01	539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	539
Number of participants with account balances	2014-01-01	530
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	512
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	259
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	265
Total of all active and inactive participants	2013-01-01	524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	524
Number of participants with account balances	2013-01-01	518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	496
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	257
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	255
Total of all active and inactive participants	2012-01-01	512
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	512
Number of participants with account balances	2012-01-01	496
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	481
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	253
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	243
Total of all active and inactive participants	2011-01-01	496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	496
Number of participants with account balances	2011-01-01	490
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	473
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	240
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	241
Total of all active and inactive participants	2010-01-01	481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	481
Number of participants with account balances	2010-01-01	475
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	464
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	255
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	218
Total of all active and inactive participants	2009-01-01	473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	473
Number of participants with account balances	2009-01-01	464
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN

Measure	Date	Value
2022 : GERMANTOWN ACADEMY DEFINED CONTRIBUTION 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	$0
Total income from all sources (including contributions)	2022-12-31	$-8,384,853
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$4,371,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$4,319,003
Expenses. Certain deemed distributions of participant loans	2022-12-31	$9,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,309,211
Value of total assets at end of year	2022-12-31	$81,384,035
Value of total assets at beginning of year	2022-12-31	$94,140,223
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$42,642
Total interest from all sources	2022-12-31	$728,176
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,442,368
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	$1,442,368
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	$1,595,558
Participant contributions at end of year	2022-12-31	$321,423
Participant contributions at beginning of year	2022-12-31	$51,869
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$191,431
Other income not declared elsewhere	2022-12-31	$26,234
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	$-12,756,188
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$81,384,035
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$94,140,223
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$59,511,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$73,075,985
Value of interest in pooled separate accounts at end of year	2022-12-31	$3,692,092
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$3,413,179
Interest on participant loans	2022-12-31	$10,647
Interest earned on other investments	2022-12-31	$717,529
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$17,858,775
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$17,599,190
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-14,186,078
Net investment gain/loss from pooled separate accounts	2022-12-31	$295,236
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
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	$1,522,222
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$4,319,003
Contract administrator fees	2022-12-31	$42,642
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	TAIT WELLER & BAKER LLC
Accountancy firm EIN	2022-12-31	231144520
2021 : GERMANTOWN ACADEMY DEFINED CONTRIBUTION 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$15,601,112
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$9,185,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$9,155,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,431,289
Value of total assets at end of year	2021-12-31	$94,140,223
Value of total assets at beginning of year	2021-12-31	$87,724,963
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$30,145
Total interest from all sources	2021-12-31	$606,071
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,145,554
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	$2,145,554
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	$1,469,545
Participant contributions at end of year	2021-12-31	$51,869
Participant contributions at beginning of year	2021-12-31	$23,351
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$482,173
Other income not declared elsewhere	2021-12-31	$19,929
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	$6,415,260
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$94,140,223
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$87,724,963
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	$73,075,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$66,680,202
Value of interest in pooled separate accounts at end of year	2021-12-31	$3,413,179
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$3,059,447
Interest on participant loans	2021-12-31	$1,289
Interest earned on other investments	2021-12-31	$604,782
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$17,599,190
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$17,961,963
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$1,017,539
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$8,854,335
Net investment gain/loss from pooled separate accounts	2021-12-31	$543,934
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	No
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	$1,479,571
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$8,138,168
Contract administrator fees	2021-12-31	$30,145
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	Unqualified
Accountancy firm name	2021-12-31	TAIT WELLER & BAKER LLC
Accountancy firm EIN	2021-12-31	231144520
2020 : GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$13,180,289
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$4,397,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$4,389,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,329,732
Value of total assets at end of year	2020-12-31	$87,724,963
Value of total assets at beginning of year	2020-12-31	$78,942,299
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$8,564
Total interest from all sources	2020-12-31	$692,505
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,522,925
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,522,925
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,372,660
Participant contributions at end of year	2020-12-31	$23,351
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$503,074
Other income not declared elsewhere	2020-12-31	$5,786
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$8,782,664
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$87,724,963
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$78,942,299
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$66,680,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$57,788,697
Value of interest in pooled separate accounts at end of year	2020-12-31	$3,059,447
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$3,241,932
Interest on participant loans	2020-12-31	$84
Interest earned on other investments	2020-12-31	$692,421
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$17,961,963
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$17,911,670
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$690,710
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$7,657,156
Net investment gain/loss from pooled separate accounts	2020-12-31	$-27,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,453,998
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$3,698,351
Contract administrator fees	2020-12-31	$8,564
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	TAIT WELLER & BAKER LLC
Accountancy firm EIN	2020-12-31	231144520
2019 : GERMANTOWN ACADEMY DEFINED CONTRIBUTION 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$15,094,811
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$3,642,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,633,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,084,186
Value of total assets at end of year	2019-12-31	$78,942,299
Value of total assets at beginning of year	2019-12-31	$67,490,181
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$8,736
Total interest from all sources	2019-12-31	$689,386
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$2,224,512
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$2,224,512
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,327,826
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$318,840
Other income not declared elsewhere	2019-12-31	$214
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
Income. Non cash contributions	2019-12-31	$0
Value of net income/loss	2019-12-31	$11,452,118
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$78,942,299
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$67,490,181
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$57,788,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$46,682,881
Value of interest in pooled separate accounts at end of year	2019-12-31	$3,241,932
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$2,830,162
Interest on participant loans	2019-12-31	$14
Interest earned on other investments	2019-12-31	$689,372
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$17,911,670
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$17,977,138
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$381,193
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$8,934,536
Net investment gain/loss from pooled separate accounts	2019-12-31	$161,977
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	No
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	$1,437,520
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,252,764
Contract administrator fees	2019-12-31	$8,736
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	TAIT WELLER & BAKER LLC
Accountancy firm EIN	2019-12-31	231144520
2018 : GERMANTOWN ACADEMY DEFINED CONTRIBUTION 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	$0
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	$8
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,590,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,590,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,864,774
Value of total assets at end of year	2018-12-31	$67,490,181
Value of total assets at beginning of year	2018-12-31	$69,080,710
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$28
Total interest from all sources	2018-12-31	$702,896
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,714,228
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	$1,714,228
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	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,306,035
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$3,621
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$150,466
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	$-1,590,529
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$67,490,181
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$69,080,710
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$46,682,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$49,813,638
Value of interest in pooled separate accounts at end of year	2018-12-31	$2,830,162
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$2,393,804
Interest earned on other investments	2018-12-31	$702,896
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$17,977,138
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$16,864,886
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-5,405,217
Net investment gain/loss from pooled separate accounts	2018-12-31	$123,327
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	$1,408,273
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$4,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,590,509
Contract administrator fees	2018-12-31	$28
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	TAIT WELLER & BAKER LLC
Accountancy firm EIN	2018-12-31	231144520
2017 : GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN 2017 401k financial data
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	$11,707,351
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$4,524,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$4,524,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,949,865
Value of total assets at end of year	2017-12-31	$69,080,710
Value of total assets at beginning of year	2017-12-31	$61,897,812
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$0
Total interest from all sources	2017-12-31	$662,045
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
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	$1,348,864
Participant contributions at end of year	2017-12-31	$3,621
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$228,913
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	$7,182,898
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$69,080,710
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$61,897,812
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	$49,813,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$42,769,286
Value of interest in pooled separate accounts at end of year	2017-12-31	$2,393,804
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$2,154,081
Interest earned on other investments	2017-12-31	$662,045
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$16,864,886
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$16,974,445
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$1,070,140
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$7,996,516
Net investment gain/loss from pooled separate accounts	2017-12-31	$98,925
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	$1,372,088
Employer contributions (assets) at end of year	2017-12-31	$4,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,454,313
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	TAIT, WELLER & BAKER LLC
Accountancy firm EIN	2017-12-31	231144520
2016 : GERMANTOWN ACADEMY DEFINED CONTRIBUTION 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	$7,462,175
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$6,052,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$6,051,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$3,413,756
Value of total assets at end of year	2016-12-31	$61,897,812
Value of total assets at beginning of year	2016-12-31	$60,488,080
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,060
Total interest from all sources	2016-12-31	$751,996
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
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	$1,366,347
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$713,363
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	$1,409,732
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$61,897,812
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$60,488,080
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	$42,769,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$40,672,941
Value of interest in pooled separate accounts at end of year	2016-12-31	$2,154,081
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$2,074,972
Interest earned on other investments	2016-12-31	$751,996
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$16,974,445
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$17,740,167
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$1,037,232
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$3,190,415
Net investment gain/loss from pooled separate accounts	2016-12-31	$106,008
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	$1,334,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$5,014,151
Contract administrator fees	2016-12-31	$1,060
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	TAIT, WELLER & BAKER LLC
Accountancy firm EIN	2016-12-31	231144520
2015 : GERMANTOWN ACADEMY DEFINED CONTRIBUTION 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	$3,466,711
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,001,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,001,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,760,676
Value of total assets at end of year	2015-12-31	$60,488,080
Value of total assets at beginning of year	2015-12-31	$59,023,126
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$0
Total interest from all sources	2015-12-31	$696,488
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
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	$1,322,488
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$155,406
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	$1,464,954
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$60,488,080
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$59,023,126
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	$40,672,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$39,980,610
Value of interest in pooled separate accounts at end of year	2015-12-31	$2,074,972
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$1,688,481
Interest earned on other investments	2015-12-31	$696,488
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$17,740,167
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$17,354,035
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-135,764
Net investment gain/loss from pooled separate accounts	2015-12-31	$145,311
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	$1,282,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,001,757
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	TAIT, WELLER AND BAKER LLP
Accountancy firm EIN	2015-12-31	231144520
2014 : GERMANTOWN ACADEMY DEFINED CONTRIBUTION 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	$6,304,758
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$3,681,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$3,681,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,575,729
Value of total assets at end of year	2014-12-31	$59,023,126
Value of total assets at beginning of year	2014-12-31	$56,400,001
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$706,458
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
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	$1,288,699
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$62,358
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	$2,623,125
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$59,023,126
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$56,400,001
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	$39,980,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$38,233,193
Value of interest in pooled separate accounts at end of year	2014-12-31	$1,688,481
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$1,210,303
Interest earned on other investments	2014-12-31	$706,458
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$17,354,035
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$16,956,505
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$477,944
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$2,855,215
Net investment gain/loss from pooled separate accounts	2014-12-31	$167,356
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	$1,224,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$3,203,689
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	TAIT, WELLER AND BAKER LLP
Accountancy firm EIN	2014-12-31	231144520
2013 : GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$11,310,465
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$4,343,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$4,343,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$3,059,734
Value of total assets at end of year	2013-12-31	$56,400,001
Value of total assets at beginning of year	2013-12-31	$49,433,337
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$73
Total interest from all sources	2013-12-31	$669,063
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,296,663
Participant contributions at beginning of year	2013-12-31	$2,823
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$574,599
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$6,966,664
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$56,400,001
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$49,433,337
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$38,233,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$31,926,096
Value of interest in pooled separate accounts at end of year	2013-12-31	$1,210,303
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$1,250,231
Interest earned on other investments	2013-12-31	$669,063
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$16,956,505
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$16,250,898
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$1,566,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$7,469,250
Net investment gain/loss from pooled separate accounts	2013-12-31	$112,418
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,188,472
Employer contributions (assets) at beginning of year	2013-12-31	$3,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,776,848
Contract administrator fees	2013-12-31	$73
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	TAIT, WELLER AND BAKER LLP
Accountancy firm EIN	2013-12-31	231144520
2012 : GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$7,387,291
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$2,324,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,324,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,518,609
Value of total assets at end of year	2012-12-31	$49,433,337
Value of total assets at beginning of year	2012-12-31	$44,370,307
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$626,639
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
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	$1,300,426
Participant contributions at end of year	2012-12-31	$2,823
Participant contributions at beginning of year	2012-12-31	$7,093
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$19,655
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	$5,063,030
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$49,433,337
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$44,370,307
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	$31,926,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$27,612,205
Value of interest in pooled separate accounts at end of year	2012-12-31	$1,250,231
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$1,214,709
Interest earned on other investments	2012-12-31	$626,639
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$16,250,898
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$15,536,300
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$19,944
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$4,116,482
Net investment gain/loss from pooled separate accounts	2012-12-31	$125,561
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
Contributions received in cash from employer	2012-12-31	$1,198,528
Employer contributions (assets) at end of year	2012-12-31	$3,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,304,317
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	TAIT, WELLER AND BAKER LLP
Accountancy firm EIN	2012-12-31	231144520
2011 : GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$2,602,268
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,473,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,473,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,722,822
Value of total assets at end of year	2011-12-31	$44,370,307
Value of total assets at beginning of year	2011-12-31	$43,241,486
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$585,892
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$55,196
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	$55,196
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	$1,306,114
Participant contributions at end of year	2011-12-31	$7,093
Participant contributions at beginning of year	2011-12-31	$17,104
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$280,139
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	$1,128,821
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$44,370,307
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$43,241,486
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	$27,612,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$28,183,556
Value of interest in pooled separate accounts at end of year	2011-12-31	$1,214,709
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$856,594
Interest earned on other investments	2011-12-31	$585,892
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$15,536,300
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$14,165,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-885,204
Net investment gain/loss from pooled separate accounts	2011-12-31	$123,562
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	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$1,136,569
Employer contributions (assets) at beginning of year	2011-12-31	$18,765
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,473,447
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	TAIT, WELLER AND BAKER, LLP
Accountancy firm EIN	2011-12-31	231144520
2010 : GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$6,466,804
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,223,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,223,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,460,185
Value of total assets at end of year	2010-12-31	$43,241,486
Value of total assets at beginning of year	2010-12-31	$37,997,726
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$517,607
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$16,665
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$16,665
Was this plan covered by a fidelity bond	2010-12-31	No
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	$1,283,966
Participant contributions at end of year	2010-12-31	$17,104
Participant contributions at beginning of year	2010-12-31	$16,110
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$9,862
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	$5,243,760
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$43,241,486
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$37,997,726
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	$28,183,556
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$24,056,650
Value of interest in pooled separate accounts at end of year	2010-12-31	$856,594
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$658,673
Interest earned on other investments	2010-12-31	$517,607
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$14,165,467
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$13,246,655
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$3,374,051
Net investment gain/loss from pooled separate accounts	2010-12-31	$98,296
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	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$1,166,357
Employer contributions (assets) at end of year	2010-12-31	$18,765
Employer contributions (assets) at beginning of year	2010-12-31	$19,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,223,044
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	TAIT, WELLER AND BAKER, LLP
Accountancy firm EIN	2010-12-31	231144520
2009 : GERMANTOWN ACADEMY DEFINED CONTRIBUTION 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 GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN

2022: GERMANTOWN ACADEMY DEFINED CONTRIBUTION 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: GERMANTOWN ACADEMY DEFINED CONTRIBUTION 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: GERMANTOWN ACADEMY DEFINED CONTRIBUTION 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: GERMANTOWN ACADEMY DEFINED CONTRIBUTION 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: GERMANTOWN ACADEMY DEFINED CONTRIBUTION 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: GERMANTOWN ACADEMY DEFINED CONTRIBUTION 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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: GERMANTOWN ACADEMY DEFINED CONTRIBUTION 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 – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: GERMANTOWN ACADEMY DEFINED CONTRIBUTION 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 – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
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 – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: GERMANTOWN ACADEMY DEFINED CONTRIBUTION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – 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

Insurance Providers Used on plan

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

Policy contract number

101353

Policy instance

Insurance contract or identification number	101353
Number of Individuals Covered	407
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with 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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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

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

Policy contract number

101353

Policy instance

Insurance contract or identification number	101353
Number of Individuals Covered	398
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with 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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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

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

Policy contract number

101353

Policy instance

Insurance contract or identification number	101353
Number of Individuals Covered	393
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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

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

Policy contract number

101353

Policy instance

Insurance contract or identification number	101353
Number of Individuals Covered	400
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with 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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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

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

Policy contract number

101353

Policy instance

Insurance contract or identification number	101353
Number of Individuals Covered	397
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with 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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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

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

Policy contract number

101353

Policy instance

Insurance contract or identification number	101353
Number of Individuals Covered	401
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with 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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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

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

Policy contract number

101353

Policy instance

Insurance contract or identification number	101353
Number of Individuals Covered	547
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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

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

Policy contract number

101353

Policy instance

Insurance contract or identification number	101353
Number of Individuals Covered	530
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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

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

Policy contract number

101353

Policy instance

Insurance contract or identification number	101353
Number of Individuals Covered	518
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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

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

Policy contract number

101353

Policy instance

Insurance contract or identification number	101353
Number of Individuals Covered	496
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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

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

Policy contract number

101353

Policy instance

Insurance contract or identification number	101353
Number of Individuals Covered	490
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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

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

Policy contract number

101353

Policy instance

Insurance contract or identification number	101353
Number of Individuals Covered	475
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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

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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.
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Company Name:	GERMANTOWN ACADEMY
Employer identification number (EIN):	231352639
NAIC Classification:	611000