401k Plan data: CARROLLWOOD DAY SCHOOL EDUCATION WELFARE PLAN plan

CARROLLWOOD DAY SCHOOL EDUCATION WELFARE PLAN 401k Plan overview

Plan Name	CARROLLWOOD DAY SCHOOL EDUCATION WELFARE PLAN
Plan identification number	501

CARROLLWOOD DAY SCHOOL EDUCATION WELFARE PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Life insurance Long-term disability cover Other welfare benefit cover Unfunded, fully insured, or combination unfunded/insured welfare plan that will not file a Form 5500 for next plan year pursuant to 29 CFR 2520.104-20.

401k Sponsoring company profile

CARROLLWOOD DAY SCHOOL EDUCATION, INC. has sponsored the creation of one or more 401k plans.

Company Name: CARROLLWOOD DAY SCHOOL EDUCATION, INC.

Employer identification number (EIN): 311581952

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARROLLWOOD DAY SCHOOL EDUCATION WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2014-07-01 STEVE GOLDEN
501 2013-07-01 STEPHEN GIONIS
501 2012-07-01 STEPHEN GIONIS
501 2011-07-01 STEPHEN GIONIS

Plan id#	Filing Submission Date	Name of Administrator
501	2014-07-01	STEVE GOLDEN
501	2013-07-01	STEPHEN GIONIS
501	2012-07-01	STEPHEN GIONIS
501	2011-07-01	STEPHEN GIONIS

Plan Statistics for CARROLLWOOD DAY SCHOOL EDUCATION WELFARE PLAN

401k plan membership statisitcs for CARROLLWOOD DAY SCHOOL EDUCATION WELFARE PLAN

Measure Date Value
2014: CARROLLWOOD DAY SCHOOL EDUCATION WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 139
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 139
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 0
Total of all active and inactive participants 2014-07-01 139
2013: CARROLLWOOD DAY SCHOOL EDUCATION WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 120
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 132
Total of all active and inactive participants 2013-07-01 132
Total participants 2013-07-01 132
2012: CARROLLWOOD DAY SCHOOL EDUCATION WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 117
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 120
Total of all active and inactive participants 2012-07-01 120
Total participants 2012-07-01 120
2011: CARROLLWOOD DAY SCHOOL EDUCATION WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 108
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 117
Total of all active and inactive participants 2011-07-01 117
Total participants 2011-07-01 117

Measure	Date	Value
2014: CARROLLWOOD DAY SCHOOL EDUCATION WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	139
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	139
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	0
Total of all active and inactive participants	2014-07-01	139
2013: CARROLLWOOD DAY SCHOOL EDUCATION WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	120
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	132
Total of all active and inactive participants	2013-07-01	132
Total participants	2013-07-01	132
2012: CARROLLWOOD DAY SCHOOL EDUCATION WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	117
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	120
Total of all active and inactive participants	2012-07-01	120
Total participants	2012-07-01	120
2011: CARROLLWOOD DAY SCHOOL EDUCATION WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	108
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	117
Total of all active and inactive participants	2011-07-01	117
Total participants	2011-07-01	117

Form 5500 Responses for CARROLLWOOD DAY SCHOOL EDUCATION WELFARE PLAN

2014: CARROLLWOOD DAY SCHOOL EDUCATION WELFARE PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2013: CARROLLWOOD DAY SCHOOL EDUCATION WELFARE PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2012: CARROLLWOOD DAY SCHOOL EDUCATION WELFARE PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2011: CARROLLWOOD DAY SCHOOL EDUCATION WELFARE PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	First time form 5500 has been submitted	Yes
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes

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Company Name:	CARROLLWOOD DAY SCHOOL EDUCATION, INC.
Employer identification number (EIN):	311581952
NAIC Classification:	611000