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AVENUES SCHOOLS 401(K) PLAN 401k Plan overview

Plan NameAVENUES SCHOOLS 401(K) PLAN
Plan identification number 001

AVENUES SCHOOLS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AVENUES WORLD HOLDINGS, LLC has sponsored the creation of one or more 401k plans.

Company Name:AVENUES WORLD HOLDINGS, LLC
Employer identification number (EIN):270206513
NAIC Classification:611000

Additional information about AVENUES WORLD HOLDINGS, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4689117

More information about AVENUES WORLD HOLDINGS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AVENUES SCHOOLS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-09-01AMY HELBIG
0012017-09-01
0012016-09-01GHADA MAHMASSANI
0012015-09-01GHADA MAHMASSANI
0012014-09-01LAUREN BEDELL
0012013-09-01LAUREN BEDELL LAUREN BEDELL2015-06-12
0012012-09-01LAUREN BEDELL LAUREN BEDELL2014-06-12
0012012-07-01LAUREN BEDELL2013-05-13 LAUREN BEDELL2013-05-13

Plan Statistics for AVENUES SCHOOLS 401(K) PLAN

401k plan membership statisitcs for AVENUES SCHOOLS 401(K) PLAN

Measure Date Value
2022: AVENUES SCHOOLS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01755
Total number of active participants reported on line 7a of the Form 55002022-01-01503
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-01290
Total of all active and inactive participants2022-01-01796
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01796
Number of participants with account balances2022-01-01796
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: AVENUES SCHOOLS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01844
Total number of active participants reported on line 7a of the Form 55002021-01-01481
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-01270
Total of all active and inactive participants2021-01-01755
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01755
Number of participants with account balances2021-01-01751
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: AVENUES SCHOOLS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01658
Total number of active participants reported on line 7a of the Form 55002020-01-01627
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01217
Total of all active and inactive participants2020-01-01844
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01844
Number of participants with account balances2020-01-01747
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: AVENUES SCHOOLS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01733
Total number of active participants reported on line 7a of the Form 55002019-01-01424
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-01229
Total of all active and inactive participants2019-01-01658
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01658
Number of participants with account balances2019-01-01655
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: AVENUES SCHOOLS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01718
Total number of active participants reported on line 7a of the Form 55002018-01-01409
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-01317
Total of all active and inactive participants2018-01-01731
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01733
Number of participants with account balances2018-01-01714
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: AVENUES SCHOOLS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-09-01601
Number of retired or separated participants receiving benefits2017-09-015
Number of other retired or separated participants entitled to future benefits2017-09-01323
Total of all active and inactive participants2017-09-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-09-010
Total participants2017-09-01328
Number of participants with account balances2017-09-01654
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-09-010
Total number of active participants reported on line 7a of the Form 55002017-09-01371
2016: AVENUES SCHOOLS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-09-01556
Total number of active participants reported on line 7a of the Form 55002016-09-01270
Number of retired or separated participants receiving benefits2016-09-013
Number of other retired or separated participants entitled to future benefits2016-09-01327
Total of all active and inactive participants2016-09-01600
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-09-011
Total participants2016-09-01601
Number of participants with account balances2016-09-01601
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-09-010
2015: AVENUES SCHOOLS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-09-01560
Total number of active participants reported on line 7a of the Form 55002015-09-01302
Number of retired or separated participants receiving benefits2015-09-010
Number of other retired or separated participants entitled to future benefits2015-09-01254
Total of all active and inactive participants2015-09-01556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-09-010
Total participants2015-09-01556
Number of participants with account balances2015-09-01541
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-09-010
2014: AVENUES SCHOOLS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-09-01422
Total number of active participants reported on line 7a of the Form 55002014-09-01314
Number of retired or separated participants receiving benefits2014-09-010
Number of other retired or separated participants entitled to future benefits2014-09-01196
Total of all active and inactive participants2014-09-01510
Total participants2014-09-01510
Number of participants with account balances2014-09-01476
2013: AVENUES SCHOOLS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-09-01353
Total number of active participants reported on line 7a of the Form 55002013-09-01264
Number of other retired or separated participants entitled to future benefits2013-09-0199
Total of all active and inactive participants2013-09-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-09-010
Total participants2013-09-01363
Number of participants with account balances2013-09-01333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-09-010
2012: AVENUES SCHOOLS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-09-0181
Total number of active participants reported on line 7a of the Form 55002012-09-01205
Number of retired or separated participants receiving benefits2012-09-010
Number of other retired or separated participants entitled to future benefits2012-09-0174
Total of all active and inactive participants2012-09-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-09-010
Total participants2012-09-01279
Number of participants with account balances2012-09-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-09-010

Financial Data on AVENUES SCHOOLS 401(K) PLAN

Measure Date Value
2022 : AVENUES SCHOOLS 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$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
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,492,612
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,126,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,993,687
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,534,886
Value of total assets at end of year2022-12-31$34,931,590
Value of total assets at beginning of year2022-12-31$38,550,540
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$132,651
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$10,712
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$753,953
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$753,953
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,593,750
Participant contributions at end of year2022-12-31$177,764
Participant contributions at beginning of year2022-12-31$154,422
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$425,238
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$128,479
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-3,618,950
Value of net assets at end of year (total assets less liabilities)2022-12-31$34,931,590
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$38,550,540
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$4,172
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$34,588,988
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$36,179,235
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$8,957
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$2,062,829
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$164,838
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$154,054
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$154,054
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,755
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,680,384
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$-111,779
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$1,515,898
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,993,687
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BDO USA, P.C.
Accountancy firm EIN2022-12-31136381590
2021 : AVENUES SCHOOLS 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$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
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$10,496,804
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,746,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,594,255
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,760,461
Value of total assets at end of year2021-12-31$38,550,540
Value of total assets at beginning of year2021-12-31$30,800,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$152,717
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$7,561
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$901,746
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$901,746
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,379,437
Participant contributions at end of year2021-12-31$154,422
Participant contributions at beginning of year2021-12-31$124,217
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$459,120
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$150,510
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$7,749,832
Value of net assets at end of year (total assets less liabilities)2021-12-31$38,550,540
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$30,800,708
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$2,207
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$36,179,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$29,165,025
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$7,542
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$2,062,829
Value of interest in common/collective trusts at beginning of year2021-12-31$1,293,578
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$154,054
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$217,888
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$217,888
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$19
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,453,472
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$373,564
Net gain/loss from 103.12 investment entities2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$1,921,904
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,594,255
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31136381590
2020 : AVENUES SCHOOLS 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$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
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$9,297,318
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,947,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,835,294
Expenses. Certain deemed distributions of participant loans2020-12-31$2,195
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,015,371
Value of total assets at end of year2020-12-31$30,800,708
Value of total assets at beginning of year2020-12-31$23,450,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$110,053
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$9,432
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$578,796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$578,796
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,731,395
Participant contributions at end of year2020-12-31$124,217
Participant contributions at beginning of year2020-12-31$111,251
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$110,547
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$109,177
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$7,349,776
Value of net assets at end of year (total assets less liabilities)2020-12-31$30,800,708
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$23,450,932
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$876
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$29,165,025
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$22,131,550
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$8,460
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$1,293,578
Value of interest in common/collective trusts at beginning of year2020-12-31$818,746
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$217,888
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$389,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$389,385
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$972
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,463,087
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$230,632
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$2,173,429
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,835,294
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31136381590
2019 : AVENUES SCHOOLS 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$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
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$8,448,944
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,706,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,638,799
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$2,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,286,044
Value of total assets at end of year2019-12-31$23,450,932
Value of total assets at beginning of year2019-12-31$16,708,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$65,408
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$26,132
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,794,392
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,794,392
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,213,596
Participant contributions at end of year2019-12-31$111,251
Participant contributions at beginning of year2019-12-31$74,733
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$167,454
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$30
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$2
Administrative expenses (other) incurred2019-12-31$65,408
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$6,742,623
Value of net assets at end of year (total assets less liabilities)2019-12-31$23,450,932
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,708,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$22,131,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$16,323,366
Interest on participant loans2019-12-31$5,676
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$326
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$818,746
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$389,385
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$20,130
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$310,180
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,503
Net investment gain/loss from pooled separate accounts2019-12-31$1,233,692
Net investment gain or loss from common/collective trusts2019-12-31$105,179
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$1,904,994
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,638,799
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Contract administrator fees2019-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31136381590
2018 : AVENUES SCHOOLS 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$2,442,614
Total of all expenses incurred2018-12-31$1,157,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,151,800
Value of total corrective distributions2018-12-31$5,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,803,317
Value of total assets at end of year2018-12-31$16,708,309
Value of total assets at beginning of year2018-12-31$15,423,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$610
Total interest from all sources2018-12-31$4,217
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,812,146
Participant contributions at end of year2018-12-31$74,733
Participant contributions at beginning of year2018-12-31$47,972
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$261,189
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$30
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$610
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,285,166
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,708,309
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,423,143
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$16,323,366
Value of interest in pooled separate accounts at beginning of year2018-12-31$15,353,227
Interest on participant loans2018-12-31$2,703
Interest earned on other investments2018-12-31$1,514
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$310,180
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$21,944
Net investment gain/loss from pooled separate accounts2018-12-31$-1,364,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,729,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,151,800
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31136381590
2017 : AVENUES SCHOOLS 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,044,904
Total of all expenses incurred2017-12-31$537,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$537,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,178,967
Value of total assets at end of year2017-12-31$15,423,143
Value of total assets at beginning of year2017-12-31$13,915,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$180
Total interest from all sources2017-12-31$433
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$575,807
Participant contributions at end of year2017-12-31$47,972
Participant contributions at beginning of year2017-12-31$23,433
Participant contributions at beginning of year2017-12-31$67,503
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$64,816
Administrative expenses (other) incurred2017-12-31$180
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,507,631
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,423,143
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,915,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$15,353,227
Value of interest in pooled separate accounts at beginning of year2017-12-31$13,740,113
Interest on participant loans2017-12-31$417
Interest earned on other investments2017-12-31$16
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$21,944
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$19,852
Net investment gain/loss from pooled separate accounts2017-12-31$865,504
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$538,344
Employer contributions (assets) at beginning of year2017-12-31$64,611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$537,093
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BDO USA,LLP
Accountancy firm EIN2017-12-31136381590
Total income from all sources (including contributions)2017-08-31$4,853,968
Total of all expenses incurred2017-08-31$648,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-08-31$647,883
Expenses. Certain deemed distributions of participant loans2017-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-08-31$3,432,432
Value of total assets at end of year2017-08-31$13,915,512
Value of total assets at beginning of year2017-08-31$9,710,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-08-31$840
Total interest from all sources2017-08-31$1,357
Was this plan covered by a fidelity bond2017-08-31Yes
Value of fidelity bond cover2017-08-31$1,000,000
If this is an individual account plan, was there a blackout period2017-08-31No
Were there any nonexempt tranactions with any party-in-interest2017-08-31No
Contributions received from participants2017-08-31$1,764,893
Participant contributions at end of year2017-08-31$23,433
Participant contributions at beginning of year2017-08-31$30,579
Participant contributions at end of year2017-08-31$67,503
Income. Received or receivable in cash from other sources (including rollovers)2017-08-31$68,590
Administrative expenses (other) incurred2017-08-31$840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Value of net income/loss2017-08-31$4,205,245
Value of net assets at end of year (total assets less liabilities)2017-08-31$13,915,512
Value of net assets at beginning of year (total assets less liabilities)2017-08-31$9,710,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-08-31No
Were any leases to which the plan was party in default or uncollectible2017-08-31No
Value of interest in pooled separate accounts at end of year2017-08-31$13,740,113
Value of interest in pooled separate accounts at beginning of year2017-08-31$9,672,008
Interest on participant loans2017-08-31$1,208
Interest earned on other investments2017-08-31$149
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-08-31$19,852
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-08-31$7,680
Net investment gain/loss from pooled separate accounts2017-08-31$1,420,179
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-08-31No
Was there a failure to transmit to the plan any participant contributions2017-08-31Yes
Has the plan failed to provide any benefit when due under the plan2017-08-31No
Contributions received in cash from employer2017-08-31$1,598,949
Employer contributions (assets) at end of year2017-08-31$64,611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-08-31$647,883
Did the plan have assets held for investment2017-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-08-31Yes
Opinion of an independent qualified public accountant for this plan2017-08-31Disclaimer
Accountancy firm name2017-08-31BDO USA,LLP
Accountancy firm EIN2017-08-31136381590
2016 : AVENUES SCHOOLS 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-08-31$3,737,643
Total of all expenses incurred2016-08-31$309,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-08-31$308,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-08-31$3,085,582
Value of total assets at end of year2016-08-31$9,710,267
Value of total assets at beginning of year2016-08-31$6,282,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-08-31$1,600
Total interest from all sources2016-08-31$1,290
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-08-31No
Administrative expenses professional fees incurred2016-08-31$1,600
Was this plan covered by a fidelity bond2016-08-31Yes
Value of fidelity bond cover2016-08-31$1,000,000
If this is an individual account plan, was there a blackout period2016-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-08-31$0
Were there any nonexempt tranactions with any party-in-interest2016-08-31No
Contributions received from participants2016-08-31$1,588,320
Participant contributions at end of year2016-08-31$30,579
Participant contributions at beginning of year2016-08-31$35,264
Income. Received or receivable in cash from other sources (including rollovers)2016-08-31$25,938
Other income not declared elsewhere2016-08-31$139
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Value of net income/loss2016-08-31$3,427,732
Value of net assets at end of year (total assets less liabilities)2016-08-31$9,710,267
Value of net assets at beginning of year (total assets less liabilities)2016-08-31$6,282,535
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-08-31No
Were any leases to which the plan was party in default or uncollectible2016-08-31No
Value of interest in pooled separate accounts at end of year2016-08-31$9,672,008
Value of interest in pooled separate accounts at beginning of year2016-08-31$6,242,089
Interest on participant loans2016-08-31$1,290
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-08-31$7,680
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-08-31$5,182
Net investment gain/loss from pooled separate accounts2016-08-31$650,632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-08-31No
Was there a failure to transmit to the plan any participant contributions2016-08-31No
Has the plan failed to provide any benefit when due under the plan2016-08-31No
Contributions received in cash from employer2016-08-31$1,471,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-08-31$308,311
Did the plan have assets held for investment2016-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-08-31Yes
Opinion of an independent qualified public accountant for this plan2016-08-31Disclaimer
Accountancy firm name2016-08-31BDO USA, LLP
Accountancy firm EIN2016-08-31136381590
2015 : AVENUES SCHOOLS 401(K) PLAN 2015 401k financial data
Total transfer of assets to this plan2015-08-31$78
Total income from all sources (including contributions)2015-08-31$2,227,739
Total of all expenses incurred2015-08-31$187,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-08-31$185,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-08-31$2,462,575
Value of total assets at end of year2015-08-31$6,282,535
Value of total assets at beginning of year2015-08-31$4,241,982
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-08-31$1,450
Total interest from all sources2015-08-31$1,430
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-08-31No
Administrative expenses professional fees incurred2015-08-31$1,450
Was this plan covered by a fidelity bond2015-08-31No
If this is an individual account plan, was there a blackout period2015-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-08-31$0
Were there any nonexempt tranactions with any party-in-interest2015-08-31No
Contributions received from participants2015-08-31$1,223,503
Participant contributions at end of year2015-08-31$35,264
Participant contributions at beginning of year2015-08-31$27,290
Income. Received or receivable in cash from other sources (including rollovers)2015-08-31$49,612
Other income not declared elsewhere2015-08-31$430
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Income. Non cash contributions2015-08-31$0
Value of net income/loss2015-08-31$2,040,475
Value of net assets at end of year (total assets less liabilities)2015-08-31$6,282,535
Value of net assets at beginning of year (total assets less liabilities)2015-08-31$4,241,982
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-08-31No
Were any leases to which the plan was party in default or uncollectible2015-08-31No
Value of interest in pooled separate accounts at end of year2015-08-31$6,242,089
Value of interest in pooled separate accounts at beginning of year2015-08-31$4,211,004
Interest on participant loans2015-08-31$1,430
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-08-31$5,182
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-08-31$3,688
Net investment gain/loss from pooled separate accounts2015-08-31$-236,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-08-31No
Was there a failure to transmit to the plan any participant contributions2015-08-31No
Has the plan failed to provide any benefit when due under the plan2015-08-31No
Contributions received in cash from employer2015-08-31$1,189,460
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-08-31$185,814
Did the plan have assets held for investment2015-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-08-31Yes
Opinion of an independent qualified public accountant for this plan2015-08-31Disclaimer
Accountancy firm name2015-08-31BDO USA, LLP
Accountancy firm EIN2015-08-31135381590
2014 : AVENUES SCHOOLS 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Total income from all sources (including contributions)2014-08-31$3,513,887
Total loss/gain on sale of assets2014-08-31$0
Total of all expenses incurred2014-08-31$102,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-08-31$101,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-08-31$3,111,449
Value of total assets at end of year2014-08-31$4,241,980
Value of total assets at beginning of year2014-08-31$831,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-08-31$1,866
Total interest from all sources2014-08-31$1,006
Total dividends received (eg from common stock, registered investment company shares)2014-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-08-31No
Was this plan covered by a fidelity bond2014-08-31Yes
Value of fidelity bond cover2014-08-31$500,000
If this is an individual account plan, was there a blackout period2014-08-31No
Were there any nonexempt tranactions with any party-in-interest2014-08-31No
Contributions received from participants2014-08-31$1,037,624
Participant contributions at end of year2014-08-31$27,290
Income. Received or receivable in cash from other sources (including rollovers)2014-08-31$149,271
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Value of net income/loss2014-08-31$3,410,927
Value of net assets at end of year (total assets less liabilities)2014-08-31$4,241,980
Value of net assets at beginning of year (total assets less liabilities)2014-08-31$831,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-08-31No
Were any leases to which the plan was party in default or uncollectible2014-08-31No
Investment advisory and management fees2014-08-31$1,866
Value of interest in pooled separate accounts at end of year2014-08-31$4,211,002
Value of interest in pooled separate accounts at beginning of year2014-08-31$830,998
Interest on participant loans2014-08-31$1,006
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-08-31$3,688
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-08-31$55
Net investment gain/loss from pooled separate accounts2014-08-31$401,432
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-08-31No
Was there a failure to transmit to the plan any participant contributions2014-08-31Yes
Has the plan failed to provide any benefit when due under the plan2014-08-31No
Contributions received in cash from employer2014-08-31$1,924,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-08-31$101,094
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-08-31No
Did the plan have assets held for investment2014-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-08-31Yes
Opinion of an independent qualified public accountant for this plan2014-08-31Disclaimer
Accountancy firm name2014-08-31STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN2014-08-31521743645
2013 : AVENUES SCHOOLS 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total income from all sources (including contributions)2013-08-31$815,578
Total loss/gain on sale of assets2013-08-31$0
Total of all expenses incurred2013-08-31$2,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-08-31$1,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-08-31$779,332
Value of total assets at end of year2013-08-31$831,053
Value of total assets at beginning of year2013-08-31$17,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-08-31$493
Total interest from all sources2013-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-08-31No
Was this plan covered by a fidelity bond2013-08-31Yes
Value of fidelity bond cover2013-08-31$500,000
If this is an individual account plan, was there a blackout period2013-08-31No
Were there any nonexempt tranactions with any party-in-interest2013-08-31No
Contributions received from participants2013-08-31$712,723
Income. Received or receivable in cash from other sources (including rollovers)2013-08-31$66,609
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Value of net income/loss2013-08-31$813,526
Value of net assets at end of year (total assets less liabilities)2013-08-31$831,053
Value of net assets at beginning of year (total assets less liabilities)2013-08-31$17,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-08-31No
Were any leases to which the plan was party in default or uncollectible2013-08-31No
Investment advisory and management fees2013-08-31$493
Value of interest in pooled separate accounts at end of year2013-08-31$830,998
Value of interest in pooled separate accounts at beginning of year2013-08-31$17,527
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-08-31$55
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-08-31$0
Net investment gain/loss from pooled separate accounts2013-08-31$36,246
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-08-31No
Was there a failure to transmit to the plan any participant contributions2013-08-31Yes
Has the plan failed to provide any benefit when due under the plan2013-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-08-31$1,559
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-08-31No
Did the plan have assets held for investment2013-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-08-31Yes
Opinion of an independent qualified public accountant for this plan2013-08-31Disclaimer
Accountancy firm name2013-08-31STOUT, CAUSEY & HORNING, P.A.
Accountancy firm EIN2013-08-31521743645

Form 5500 Responses for AVENUES SCHOOLS 401(K) PLAN

2022: AVENUES SCHOOLS 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AVENUES SCHOOLS 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AVENUES SCHOOLS 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AVENUES SCHOOLS 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AVENUES SCHOOLS 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AVENUES SCHOOLS 401(K) PLAN 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Submission has been amendedYes
2017-09-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-09-01Plan funding arrangement – InsuranceYes
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement – InsuranceYes
2017-09-01Plan benefit arrangement - TrustYes
2016: AVENUES SCHOOLS 401(K) PLAN 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement – InsuranceYes
2016-09-01Plan benefit arrangement - TrustYes
2015: AVENUES SCHOOLS 401(K) PLAN 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Plan funding arrangement – InsuranceYes
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement – InsuranceYes
2015-09-01Plan benefit arrangement - TrustYes
2014: AVENUES SCHOOLS 401(K) PLAN 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Plan funding arrangement – InsuranceYes
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement – InsuranceYes
2014-09-01Plan benefit arrangement - TrustYes
2013: AVENUES SCHOOLS 401(K) PLAN 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedNo
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – InsuranceYes
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement – InsuranceYes
2013-09-01Plan benefit arrangement - TrustYes
2012: AVENUES SCHOOLS 401(K) PLAN 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – InsuranceYes
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement – InsuranceYes
2012-09-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342235-000
Policy instance 1
Insurance contract or identification number342235-000
Insurance policy start date2019-01-01
Insurance policy end date2019-01-31
Total amount of commissions paid to insurance brokerUSD $3,501
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,501
Amount paid for insurance broker fees0
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342235
Policy instance 1
Insurance contract or identification number342235
Number of Individuals Covered714
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $41,627
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $41,627
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342235
Policy instance 1
Insurance contract or identification number342235
Number of Individuals Covered654
Insurance policy start date2017-09-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342235-000
Policy instance 1
Insurance contract or identification number342235-000
Number of Individuals Covered476
Insurance policy start date2014-09-01
Insurance policy end date2015-08-31
Total amount of commissions paid to insurance brokerUSD $13,295
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,295
Additional information about fees paid to insurance broker3
Insurance broker organization code?3
Insurance broker nameCETERA ADVISOR NETWORKS LLC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342235-000
Policy instance 1
Insurance contract or identification number342235-000
Insurance policy start date2013-09-01
Insurance policy end date2014-08-31
Total amount of commissions paid to insurance brokerUSD $6,875
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $6,875
Insurance broker organization code?3
Insurance broker nameCETERA ADVISOR NETWORKS LLC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342235-000
Policy instance 1
Insurance contract or identification number342235-000
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
Total amount of commissions paid to insurance brokerUSD $7,499
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $7,499
Insurance broker organization code?3
Insurance broker nameTOWER SQUARE SECURITIES INC.

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