VOLUSIA CHARTER SCHOOL OF EXCELLENCE INC has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2025: IVY HAWN 401(K) PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-10-06 | 86 |
| Total number of particpants at end of year | 2025-10-06 | 130 |
| Number of Participants With Account Balances | 2025-10-06 | 61 |
| 2024: IVY HAWN 401(K) PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-10-15 | 79 |
| Total number of particpants at end of year | 2024-10-15 | 86 |
| Number of Participants With Account Balances | 2024-10-15 | 56 |
| 2019: IVY HAWN 401(K) PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 99 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 85 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 3 |
| Total of all active and inactive participants | 2019-01-01 | 88 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 88 |
| Number of participants with account balances | 2019-01-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 5 |
| Measure | Date | Value |
|---|
| 2025 : IVY HAWN 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-06 | 16687 |
| Net assets as of the end of the plan year | 2025-10-06 | 928517 |
| Total assets as of the beginning of the plan year | 2025-10-06 | 635618 |
| Value of plan covered by a fidelity bond | 2025-10-06 | 200000 |
| Participant contributions to plan in this plan year | 2025-10-06 | 142675 |
| Value of participant loans at end of plan year | 2025-10-06 | 15526 |
| Other income to plan in this plan year | 2025-10-06 | 101035 |
| Plan net income in this plan year | 2025-10-06 | 292899 |
| Net assets as of the end of the plan year | 2025-10-06 | 928517 |
| Net assets as of the beginning of the plan year | 2025-10-06 | 635618 |
| Employer contributions to plan in this plan year | 2025-10-06 | 65876 |
| Fees paid to broker by Benefit Provider | 2025-10-06 | 3666 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-06 | 10079 |
| 2024 : IVY HAWN 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-15 | 46006 |
| Net assets as of the end of the plan year | 2024-10-15 | 635618 |
| Total assets as of the beginning of the plan year | 2024-10-15 | 420182 |
| Value of plan covered by a fidelity bond | 2024-10-15 | 200000 |
| Participant contributions to plan in this plan year | 2024-10-15 | 104169 |
| Other contributions to plan in this plan year | 2024-10-15 | 42421 |
| Other income to plan in this plan year | 2024-10-15 | 74698 |
| Plan net income in this plan year | 2024-10-15 | 215436 |
| Net assets as of the end of the plan year | 2024-10-15 | 635618 |
| Net assets as of the beginning of the plan year | 2024-10-15 | 420182 |
| Employer contributions to plan in this plan year | 2024-10-15 | 40154 |
| Fees paid to broker by Benefit Provider | 2024-10-15 | 1558 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-15 | 5017 |
| 2019 : IVY HAWN 401(K) PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $145,708 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $4,003 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $2,328 |
| Total plan assets at end of year | 2019-12-31 | $141,705 |
| Total plan assets at beginning of year | 2019-12-31 | $0 |
| Value of fidelity bond covering the plan | 2019-12-31 | $0 |
| Total contributions received or receivable from participants | 2019-12-31 | $48,222 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $51,481 |
| Other income received | 2019-12-31 | $12,430 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $141,705 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $141,705 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $0 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2019-12-31 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2019-12-31 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2019-12-31 | $28,274 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $33,575 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $1,675 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
