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LAUREL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameLAUREL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 002

LAUREL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

LAUREL SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:LAUREL SCHOOL
Employer identification number (EIN):340714451
NAIC Classification:611000

Additional information about LAUREL SCHOOL

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1926-02-13
Company Identification Number: 120153
Legal Registered Office Address: 1 LYMAN CIRCLE
-
SHAKER HTS
United States of America (USA)
44122

More information about LAUREL SCHOOL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAUREL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-07-01
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01DIANE BREZOVEC
0022016-07-01DIANE BREZOVEC
0022015-07-01DIANE BREZOVEC
0022014-07-01DIANE BREZOVEC
0022013-07-01LEE MEI STOKES
0022012-07-01LINDA HURLEY
0022011-07-01LINDA HURLEY
0022010-07-01LINDA HURLEY
0022009-07-01LINDA HURLEY

Plan Statistics for LAUREL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for LAUREL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: LAUREL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01342
Total number of active participants reported on line 7a of the Form 55002022-07-01158
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-01186
Total of all active and inactive participants2022-07-01344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-013
Total participants2022-07-01347
Number of participants with account balances2022-07-01340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
2021: LAUREL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01335
Total number of active participants reported on line 7a of the Form 55002021-07-01152
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01189
Total of all active and inactive participants2021-07-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-011
Total participants2021-07-01342
Number of participants with account balances2021-07-01333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: LAUREL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01339
Total number of active participants reported on line 7a of the Form 55002020-07-01157
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01178
Total of all active and inactive participants2020-07-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01335
Number of participants with account balances2020-07-01331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: LAUREL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01334
Total number of active participants reported on line 7a of the Form 55002019-07-01163
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01176
Total of all active and inactive participants2019-07-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01339
Number of participants with account balances2019-07-01335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: LAUREL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01324
Total number of active participants reported on line 7a of the Form 55002018-07-01167
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01167
Total of all active and inactive participants2018-07-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01334
Number of participants with account balances2018-07-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: LAUREL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01303
Total number of active participants reported on line 7a of the Form 55002017-07-01160
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01164
Total of all active and inactive participants2017-07-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01324
Number of participants with account balances2017-07-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: LAUREL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01287
Total number of active participants reported on line 7a of the Form 55002016-07-01146
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01157
Total of all active and inactive participants2016-07-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01303
Number of participants with account balances2016-07-01297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: LAUREL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01299
Total number of active participants reported on line 7a of the Form 55002015-07-01142
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01145
Total of all active and inactive participants2015-07-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01287
Number of participants with account balances2015-07-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: LAUREL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01316
Total number of active participants reported on line 7a of the Form 55002014-07-01231
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01121
Total of all active and inactive participants2014-07-01352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-012
Total participants2014-07-01354
Number of participants with account balances2014-07-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: LAUREL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01317
Total number of active participants reported on line 7a of the Form 55002013-07-01199
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01116
Total of all active and inactive participants2013-07-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-01316
Number of participants with account balances2013-07-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: LAUREL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01309
Total number of active participants reported on line 7a of the Form 55002012-07-01211
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-01105
Total of all active and inactive participants2012-07-01316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-01317
Number of participants with account balances2012-07-01296
2011: LAUREL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01311
Total number of active participants reported on line 7a of the Form 55002011-07-01215
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0193
Total of all active and inactive participants2011-07-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-01309
Number of participants with account balances2011-07-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: LAUREL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01280
Total number of active participants reported on line 7a of the Form 55002010-07-01263
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0147
Total of all active and inactive participants2010-07-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-011
Total participants2010-07-01311
Number of participants with account balances2010-07-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: LAUREL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01295
Total number of active participants reported on line 7a of the Form 55002009-07-01236
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0142
Total of all active and inactive participants2009-07-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-012
Total participants2009-07-01280
Number of participants with account balances2009-07-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on LAUREL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2023 : LAUREL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$4,310,831
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$1,786,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$1,756,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$1,408,079
Value of total assets at end of year2023-06-30$30,199,409
Value of total assets at beginning of year2023-06-30$27,675,480
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$30,591
Total interest from all sources2023-06-30$296,288
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$150,863
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$150,863
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$1,000,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$807,740
Participant contributions at end of year2023-06-30$33,694
Participant contributions at beginning of year2023-06-30$42,356
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$238,927
Other income not declared elsewhere2023-06-30$27,693
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$2,523,929
Value of net assets at end of year (total assets less liabilities)2023-06-30$30,199,409
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$27,675,480
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$22,185,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$19,107,293
Value of interest in pooled separate accounts at end of year2023-06-30$1,016,110
Value of interest in pooled separate accounts at beginning of year2023-06-30$1,152,667
Interest on participant loans2023-06-30$1,751
Interest earned on other investments2023-06-30$294,537
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$6,964,212
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$7,373,164
Expenses. Payments to insurance carriers foe the provision of benefits2023-06-30$573,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$2,530,099
Net investment gain/loss from pooled separate accounts2023-06-30$-102,191
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$361,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$1,182,697
Contract administrator fees2023-06-30$30,591
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30SIKICH LLP
Accountancy firm EIN2023-06-30363168081
2022 : LAUREL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-2,019,025
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$2,420,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$2,386,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$1,073,520
Value of total assets at end of year2022-06-30$27,675,480
Value of total assets at beginning of year2022-06-30$32,114,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$34,370
Total interest from all sources2022-06-30$258,268
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$209,506
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$209,506
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$733,683
Participant contributions at end of year2022-06-30$42,356
Participant contributions at beginning of year2022-06-30$5,385
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$11,662
Other income not declared elsewhere2022-06-30$37,298
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-4,439,472
Value of net assets at end of year (total assets less liabilities)2022-06-30$27,675,480
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$32,114,952
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$19,107,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$23,659,913
Value of interest in pooled separate accounts at end of year2022-06-30$1,152,667
Value of interest in pooled separate accounts at beginning of year2022-06-30$936,757
Interest on participant loans2022-06-30$639
Interest earned on other investments2022-06-30$257,629
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$7,373,164
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$7,512,897
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$298,576
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-3,811,238
Net investment gain/loss from pooled separate accounts2022-06-30$213,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$328,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$2,087,501
Contract administrator fees2022-06-30$34,370
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30SIKICH LLP
Accountancy firm EIN2022-06-30363168081
2021 : LAUREL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$7,269,574
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$1,747,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$1,718,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$1,107,921
Value of total assets at end of year2021-06-30$32,114,952
Value of total assets at beginning of year2021-06-30$26,593,268
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$28,957
Total interest from all sources2021-06-30$253,584
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$98,213
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$98,213
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$720,040
Participant contributions at end of year2021-06-30$5,385
Participant contributions at beginning of year2021-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$32,576
Other income not declared elsewhere2021-06-30$29,475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$5,521,684
Value of net assets at end of year (total assets less liabilities)2021-06-30$32,114,952
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$26,593,268
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$23,659,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$18,928,524
Value of interest in pooled separate accounts at end of year2021-06-30$936,757
Value of interest in pooled separate accounts at beginning of year2021-06-30$950,702
Interest on participant loans2021-06-30$100
Interest earned on other investments2021-06-30$253,484
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$7,512,897
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$6,714,042
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$155,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$5,721,516
Net investment gain/loss from pooled separate accounts2021-06-30$58,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$355,305
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$1,563,161
Contract administrator fees2021-06-30$28,957
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30SIKICH LLP
Accountancy firm EIN2021-06-30363168081
2020 : LAUREL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$2,336,617
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$1,304,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,278,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,165,606
Value of total assets at end of year2020-06-30$26,593,268
Value of total assets at beginning of year2020-06-30$25,561,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$25,694
Total interest from all sources2020-06-30$254,391
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$78,160
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$78,160
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$756,138
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$53,719
Other income not declared elsewhere2020-06-30$32,292
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$1,032,132
Value of net assets at end of year (total assets less liabilities)2020-06-30$26,593,268
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$25,561,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$18,928,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$17,750,854
Value of interest in pooled separate accounts at end of year2020-06-30$950,702
Value of interest in pooled separate accounts at beginning of year2020-06-30$1,023,573
Interest earned on other investments2020-06-30$254,391
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$6,714,042
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$6,786,709
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$202,626
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$796,345
Net investment gain/loss from pooled separate accounts2020-06-30$9,823
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$355,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,076,165
Contract administrator fees2020-06-30$25,694
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30SIKICH LLP
Accountancy firm EIN2020-06-30363168081
2019 : LAUREL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$2,427,038
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$2,385,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$2,368,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$1,119,469
Value of total assets at end of year2019-06-30$25,561,136
Value of total assets at beginning of year2019-06-30$25,519,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$17,000
Total interest from all sources2019-06-30$268,585
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$63,752
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$63,752
Administrative expenses professional fees incurred2019-06-30$17,000
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Funding deficiency by the employer to the plan for this plan year2019-06-30$0
Minimum employer required contribution for this plan year2019-06-30$352,004
Amount contributed by the employer to the plan for this plan year2019-06-30$352,004
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$721,719
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$45,746
Other income not declared elsewhere2019-06-30$26,458
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$41,370
Value of net assets at end of year (total assets less liabilities)2019-06-30$25,561,136
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$25,519,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$17,750,854
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$17,679,225
Value of interest in pooled separate accounts at end of year2019-06-30$1,023,573
Value of interest in pooled separate accounts at beginning of year2019-06-30$1,057,623
Interest earned on other investments2019-06-30$268,585
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$6,786,709
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$6,782,918
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$88,493
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$895,260
Net investment gain/loss from pooled separate accounts2019-06-30$53,514
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$352,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$2,280,175
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30SIKICH LLP
Accountancy firm EIN2019-06-30363168081
2018 : LAUREL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total transfer of assets to this plan2018-06-30$95
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$3,157,925
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,689,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,689,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,115,257
Value of total assets at end of year2018-06-30$25,519,766
Value of total assets at beginning of year2018-06-30$24,051,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$0
Total interest from all sources2018-06-30$265,857
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$24,919
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$24,919
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Funding deficiency by the employer to the plan for this plan year2018-06-30$0
Minimum employer required contribution for this plan year2018-06-30$339,214
Amount contributed by the employer to the plan for this plan year2018-06-30$339,214
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$677,594
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$98,449
Other income not declared elsewhere2018-06-30$12,838
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$1,468,627
Value of net assets at end of year (total assets less liabilities)2018-06-30$25,519,766
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$24,051,044
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$17,679,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$15,775,288
Value of interest in pooled separate accounts at end of year2018-06-30$1,057,623
Value of interest in pooled separate accounts at beginning of year2018-06-30$1,288,878
Interest earned on other investments2018-06-30$265,857
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$6,782,918
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$6,986,878
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$323,668
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$1,681,878
Net investment gain/loss from pooled separate accounts2018-06-30$57,176
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$339,214
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,365,630
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30SIKICH LLP
Accountancy firm EIN2018-06-30363168081
2017 : LAUREL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$3,596,837
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,244,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,244,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$1,225,323
Value of total assets at end of year2017-06-30$24,051,044
Value of total assets at beginning of year2017-06-30$21,698,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$0
Total interest from all sources2017-06-30$280,690
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$596,982
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$318,905
Other income not declared elsewhere2017-06-30$2,230
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$2,352,778
Value of net assets at end of year (total assets less liabilities)2017-06-30$24,051,044
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$21,698,266
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$15,775,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$14,164,551
Value of interest in pooled separate accounts at end of year2017-06-30$1,288,878
Value of interest in pooled separate accounts at beginning of year2017-06-30$1,100,606
Interest earned on other investments2017-06-30$280,690
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$6,986,878
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$6,433,109
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$2,041,408
Net investment gain/loss from pooled separate accounts2017-06-30$47,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$309,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,244,059
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30SIKICH LLP
Accountancy firm EIN2017-06-30363168081
2016 : LAUREL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$1,249,548
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$1,040,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,040,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,081,150
Value of total assets at end of year2016-06-30$21,698,266
Value of total assets at beginning of year2016-06-30$21,488,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$0
Total interest from all sources2016-06-30$253,588
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Funding deficiency by the employer to the plan for this plan year2016-06-30$0
Minimum employer required contribution for this plan year2016-06-30$181,418
Amount contributed by the employer to the plan for this plan year2016-06-30$181,418
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$520,114
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$379,618
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$209,537
Value of net assets at end of year (total assets less liabilities)2016-06-30$21,698,266
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$21,488,729
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$14,164,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$14,453,731
Value of interest in pooled separate accounts at end of year2016-06-30$1,100,606
Value of interest in pooled separate accounts at beginning of year2016-06-30$1,148,501
Interest earned on other investments2016-06-30$253,588
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$6,433,109
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$5,886,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-158,439
Net investment gain/loss from pooled separate accounts2016-06-30$73,249
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$181,418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,040,011
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30MALONEY & NOVOTNY, LLC
Accountancy firm EIN2016-06-30340677006
2015 : LAUREL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$1,929,994
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$2,992,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$2,992,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$993,906
Value of total assets at end of year2015-06-30$21,488,729
Value of total assets at beginning of year2015-06-30$22,550,974
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$0
Total interest from all sources2015-06-30$249,975
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Funding deficiency by the employer to the plan for this plan year2015-06-30$0
Minimum employer required contribution for this plan year2015-06-30$176,534
Amount contributed by the employer to the plan for this plan year2015-06-30$176,534
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$560,994
Participant contributions at end of year2015-06-30$0
Participant contributions at beginning of year2015-06-30$24,559
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$256,378
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-1,062,245
Value of net assets at end of year (total assets less liabilities)2015-06-30$21,488,729
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$22,550,974
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$14,453,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$15,093,945
Value of interest in pooled separate accounts at end of year2015-06-30$1,148,501
Value of interest in pooled separate accounts at beginning of year2015-06-30$1,046,905
Interest earned on other investments2015-06-30$249,975
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$5,886,497
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$6,383,299
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$721,302
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$574,359
Net investment gain/loss from pooled separate accounts2015-06-30$111,754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$176,534
Employer contributions (assets) at end of year2015-06-30$0
Employer contributions (assets) at beginning of year2015-06-30$2,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$2,270,937
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30MALONEY & NOVOTNY, LLC
Accountancy firm EIN2015-06-30340677006
2014 : LAUREL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$3,547,306
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$1,036,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$1,036,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$891,476
Value of total assets at end of year2014-06-30$22,550,974
Value of total assets at beginning of year2014-06-30$20,040,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$0
Total interest from all sources2014-06-30$267,688
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Funding deficiency by the employer to the plan for this plan year2014-06-30$0
Minimum employer required contribution for this plan year2014-06-30$197,242
Amount contributed by the employer to the plan for this plan year2014-06-30$197,242
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$686,213
Participant contributions at end of year2014-06-30$24,559
Participant contributions at beginning of year2014-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$8,021
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$2,510,405
Value of net assets at end of year (total assets less liabilities)2014-06-30$22,550,974
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$20,040,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$15,093,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$12,751,445
Value of interest in pooled separate accounts at end of year2014-06-30$1,046,905
Value of interest in pooled separate accounts at beginning of year2014-06-30$886,317
Interest earned on other investments2014-06-30$267,688
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$6,383,299
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$6,402,807
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$54,314
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$2,288,276
Net investment gain/loss from pooled separate accounts2014-06-30$99,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$197,242
Employer contributions (assets) at end of year2014-06-30$2,266
Employer contributions (assets) at beginning of year2014-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$982,587
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30MALONEY & NOVOTNY, LLC
Accountancy firm EIN2014-06-30340677006
2013 : LAUREL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$2,656,553
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$1,912,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$1,912,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$874,485
Value of total assets at end of year2013-06-30$20,040,569
Value of total assets at beginning of year2013-06-30$19,296,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$0
Total interest from all sources2013-06-30$258,785
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Funding deficiency by the employer to the plan for this plan year2013-06-30$0
Minimum employer required contribution for this plan year2013-06-30$159,383
Amount contributed by the employer to the plan for this plan year2013-06-30$159,383
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$612,084
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$103,018
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$744,078
Value of net assets at end of year (total assets less liabilities)2013-06-30$20,040,569
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$19,296,491
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$12,751,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$12,142,830
Value of interest in pooled separate accounts at end of year2013-06-30$886,317
Value of interest in pooled separate accounts at beginning of year2013-06-30$824,341
Interest earned on other investments2013-06-30$258,785
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$6,402,807
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$6,329,320
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$168,582
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$1,451,197
Net investment gain/loss from pooled separate accounts2013-06-30$72,086
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$159,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$1,743,893
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30MALONEY & NOVOTNY, LLC
Accountancy firm EIN2013-06-30340677006
2012 : LAUREL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$112,753
Total unrealized appreciation/depreciation of assets2012-06-30$112,753
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$1,172,188
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$787,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$787,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$829,845
Value of total assets at end of year2012-06-30$19,296,491
Value of total assets at beginning of year2012-06-30$18,911,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$0
Total interest from all sources2012-06-30$69,820
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$641,844
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$67,969
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$384,530
Value of net assets at end of year (total assets less liabilities)2012-06-30$19,296,491
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$18,911,961
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$12,142,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$12,039,087
Value of interest in pooled separate accounts at end of year2012-06-30$824,341
Value of interest in pooled separate accounts at beginning of year2012-06-30$698,718
Interest earned on other investments2012-06-30$69,820
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$6,329,320
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$6,174,156
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$79,576
Net investment gain/loss from pooled separate accounts2012-06-30$80,194
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$120,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$787,658
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30MALONEY & NOVOTNY, LLC
Accountancy firm EIN2012-06-30340677006
2011 : LAUREL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$186,647
Total unrealized appreciation/depreciation of assets2011-06-30$186,647
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$3,374,484
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$959,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$959,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$718,421
Value of total assets at end of year2011-06-30$18,911,961
Value of total assets at beginning of year2011-06-30$16,497,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$0
Total interest from all sources2011-06-30$49,005
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$604,560
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$2,414,818
Value of net assets at end of year (total assets less liabilities)2011-06-30$18,911,961
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$16,497,143
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$12,039,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$9,931,783
Value of interest in pooled separate accounts at end of year2011-06-30$698,718
Value of interest in pooled separate accounts at beginning of year2011-06-30$569,748
Interest earned on other investments2011-06-30$49,005
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$6,174,156
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$5,995,612
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$86,196
Net investment gain/loss from pooled separate accounts2011-06-30$2,334,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$113,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$959,666
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30MALONEY & NOVOTNY, LLC
Accountancy firm EIN2011-06-30340677006
2010 : LAUREL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for LAUREL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327300
Policy instance 1
Insurance contract or identification number327300
Number of Individuals Covered257
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327300
Policy instance 1
Insurance contract or identification number327300
Number of Individuals Covered261
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327300
Policy instance 1
Insurance contract or identification number327300
Number of Individuals Covered269
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327300
Policy instance 1
Insurance contract or identification number327300
Number of Individuals Covered274
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327300
Policy instance 1
Insurance contract or identification number327300
Number of Individuals Covered279
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number327300
Policy instance 1
Insurance contract or identification number327300
Number of Individuals Covered287
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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

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