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GLENWOOD ACADEMY EMPLOYEE DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameGLENWOOD ACADEMY EMPLOYEE DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 002

GLENWOOD ACADEMY EMPLOYEE DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:GLENWOOD ACADEMY
Employer identification number (EIN):362167087
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GLENWOOD ACADEMY EMPLOYEE DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-09-01ABIGAIL CANO2024-03-20 ABIGAIL CANO2024-03-20
0022021-09-01ABIGAIL CANO2023-05-03 ABIGAIL CANO2023-05-03
0022020-09-01
0022019-09-01
0022018-09-01
0022017-09-01CHARLES KUDIA2019-06-12
0022016-09-01CHARLES KUDIA2018-06-11 CHARLES KUDIA2018-06-11
0022015-09-01JOHN SVOLOS2017-06-12 JOHN SVOLOS2017-06-12
0022014-09-01JOHN SVOLOS2016-06-02 JOHN SVOLOS2016-06-02
0022013-09-01JANICE ROSE JANICE ROSE2015-04-28
0022012-09-01JANICE ROSE JANICE ROSE2014-06-10
0022011-09-01JANICE ROSE JANICE ROSE2013-06-05
0022009-09-01JANICE ROSE

Plan Statistics for GLENWOOD ACADEMY EMPLOYEE DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for GLENWOOD ACADEMY EMPLOYEE DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2020: GLENWOOD ACADEMY EMPLOYEE DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-09-01104
Total number of active participants reported on line 7a of the Form 55002020-09-0156
Number of retired or separated participants receiving benefits2020-09-010
Number of other retired or separated participants entitled to future benefits2020-09-0128
Total of all active and inactive participants2020-09-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-09-012
Total participants2020-09-0186
Number of participants with account balances2020-09-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-09-0110
2019: GLENWOOD ACADEMY EMPLOYEE DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-09-01119
Total number of active participants reported on line 7a of the Form 55002019-09-0175
Number of retired or separated participants receiving benefits2019-09-010
Number of other retired or separated participants entitled to future benefits2019-09-0122
Total of all active and inactive participants2019-09-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-09-011
Total participants2019-09-0198
Number of participants with account balances2019-09-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-09-010
2018: GLENWOOD ACADEMY EMPLOYEE DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-09-01122
Total number of active participants reported on line 7a of the Form 55002018-09-0189
Number of retired or separated participants receiving benefits2018-09-010
Number of other retired or separated participants entitled to future benefits2018-09-0151
Total of all active and inactive participants2018-09-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-09-011
Total participants2018-09-01141
Number of participants with account balances2018-09-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-09-018
2013: GLENWOOD ACADEMY EMPLOYEE DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-09-0194
Total number of active participants reported on line 7a of the Form 55002013-09-0156
Number of retired or separated participants receiving benefits2013-09-010
Number of other retired or separated participants entitled to future benefits2013-09-0134
Total of all active and inactive participants2013-09-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-09-010
Total participants2013-09-0190
Number of participants with account balances2013-09-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-09-016
2012: GLENWOOD ACADEMY EMPLOYEE DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-09-0197
Total number of active participants reported on line 7a of the Form 55002012-09-0159
Number of retired or separated participants receiving benefits2012-09-010
Number of other retired or separated participants entitled to future benefits2012-09-0135
Total of all active and inactive participants2012-09-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-09-010
Total participants2012-09-0194
Number of participants with account balances2012-09-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-09-019
2011: GLENWOOD ACADEMY EMPLOYEE DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-09-01121
Total number of active participants reported on line 7a of the Form 55002011-09-0152
Number of retired or separated participants receiving benefits2011-09-012
Number of other retired or separated participants entitled to future benefits2011-09-0143
Total of all active and inactive participants2011-09-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-09-010
Total participants2011-09-0197
Number of participants with account balances2011-09-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-017
2009: GLENWOOD ACADEMY EMPLOYEE DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-01116
Total number of active participants reported on line 7a of the Form 55002009-09-0186
Number of retired or separated participants receiving benefits2009-09-010
Number of other retired or separated participants entitled to future benefits2009-09-0122
Total of all active and inactive participants2009-09-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-011
Total participants2009-09-01109
Number of participants with account balances2009-09-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-010

Financial Data on GLENWOOD ACADEMY EMPLOYEE DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2021 : GLENWOOD ACADEMY EMPLOYEE DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-08-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-08-31$0
Total unrealized appreciation/depreciation of assets2021-08-31$0
Total transfer of assets to this plan2021-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$0
Total income from all sources (including contributions)2021-08-31$575,799
Total loss/gain on sale of assets2021-08-31$0
Total of all expenses incurred2021-08-31$152,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-08-31$136,301
Value of total corrective distributions2021-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-08-31$192,000
Value of total assets at end of year2021-08-31$2,251,056
Value of total assets at beginning of year2021-08-31$1,827,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-08-31$16,182
Total income from rents2021-08-31$0
Total interest from all sources2021-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-08-31$32,962
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-08-31$32,962
Administrative expenses professional fees incurred2021-08-31$0
Was this plan covered by a fidelity bond2021-08-31Yes
Value of fidelity bond cover2021-08-31$2,000,000
If this is an individual account plan, was there a blackout period2021-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-08-31$0
Were there any nonexempt tranactions with any party-in-interest2021-08-31No
Amount of non-exempt transactions with any party-in-interest2021-08-31$0
Contributions received from participants2021-08-31$0
Participant contributions at end of year2021-08-31$0
Participant contributions at beginning of year2021-08-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-08-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-08-31$0
Other income not declared elsewhere2021-08-31$0
Administrative expenses (other) incurred2021-08-31$0
Liabilities. Value of operating payables at beginning of year2021-08-31$0
Total non interest bearing cash at end of year2021-08-31$0
Total non interest bearing cash at beginning of year2021-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Value of net income/loss2021-08-31$423,316
Value of net assets at end of year (total assets less liabilities)2021-08-31$2,251,056
Value of net assets at beginning of year (total assets less liabilities)2021-08-31$1,827,740
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-08-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2021-08-31$0
Were any leases to which the plan was party in default or uncollectible2021-08-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2021-08-31$0
Investment advisory and management fees2021-08-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-08-31$2,251,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-08-31$1,779,740
Income. Interest from loans (other than to participants)2021-08-31$0
Interest earned on other investments2021-08-31$0
Income. Interest from US Government securities2021-08-31$0
Income. Interest from corporate debt instruments2021-08-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-08-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-08-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-08-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-08-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-08-31$350,837
Net investment gain/loss from pooled separate accounts2021-08-31$0
Net investment gain or loss from common/collective trusts2021-08-31$0
Net gain/loss from 103.12 investment entities2021-08-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-08-31No
Was there a failure to transmit to the plan any participant contributions2021-08-31No
Has the plan failed to provide any benefit when due under the plan2021-08-31No
Contributions received in cash from employer2021-08-31$192,000
Employer contributions (assets) at end of year2021-08-31$0
Employer contributions (assets) at beginning of year2021-08-31$48,000
Income. Dividends from preferred stock2021-08-31$0
Income. Dividends from common stock2021-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-08-31$136,301
Contract administrator fees2021-08-31$16,182
Liabilities. Value of benefit claims payable at beginning of year2021-08-31$0
Did the plan have assets held for investment2021-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-08-31No
Aggregate proceeds on sale of assets2021-08-31$0
Aggregate carrying amount (costs) on sale of assets2021-08-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-08-31$0
Opinion of an independent qualified public accountant for this plan2021-08-31Disclaimer
Accountancy firm name2021-08-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-08-31410746749
2020 : GLENWOOD ACADEMY EMPLOYEE DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-08-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-08-31$0
Total unrealized appreciation/depreciation of assets2020-08-31$0
Total transfer of assets to this plan2020-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$0
Expenses. Interest paid2020-08-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-08-31$0
Total income from all sources (including contributions)2020-08-31$391,627
Total loss/gain on sale of assets2020-08-31$0
Total of all expenses incurred2020-08-31$478,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-08-31$465,424
Value of total corrective distributions2020-08-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-08-31$186,849
Value of total assets at end of year2020-08-31$1,827,740
Value of total assets at beginning of year2020-08-31$1,914,233
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-08-31$12,696
Total income from rents2020-08-31$0
Total interest from all sources2020-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-08-31$43,461
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-08-31$43,461
Administrative expenses professional fees incurred2020-08-31$0
Was this plan covered by a fidelity bond2020-08-31Yes
Value of fidelity bond cover2020-08-31$2,000,000
If this is an individual account plan, was there a blackout period2020-08-31No
Were there any nonexempt tranactions with any party-in-interest2020-08-31No
Amount of non-exempt transactions with any party-in-interest2020-08-31$0
Contributions received from participants2020-08-31$0
Participant contributions at end of year2020-08-31$0
Participant contributions at beginning of year2020-08-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-08-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-08-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-08-31$0
Other income not declared elsewhere2020-08-31$405
Administrative expenses (other) incurred2020-08-31$0
Liabilities. Value of operating payables at beginning of year2020-08-31$0
Total non interest bearing cash at end of year2020-08-31$0
Total non interest bearing cash at beginning of year2020-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Income. Non cash contributions2020-08-31$0
Value of net income/loss2020-08-31$-86,493
Value of net assets at end of year (total assets less liabilities)2020-08-31$1,827,740
Value of net assets at beginning of year (total assets less liabilities)2020-08-31$1,914,233
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-08-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-08-31$0
Were any leases to which the plan was party in default or uncollectible2020-08-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-08-31$0
Investment advisory and management fees2020-08-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-08-31$1,779,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-08-31$1,873,309
Income. Interest from loans (other than to participants)2020-08-31$0
Interest earned on other investments2020-08-31$0
Income. Interest from US Government securities2020-08-31$0
Income. Interest from corporate debt instruments2020-08-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-08-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-08-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-08-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-08-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-08-31$160,912
Net investment gain/loss from pooled separate accounts2020-08-31$0
Net investment gain or loss from common/collective trusts2020-08-31$0
Net gain/loss from 103.12 investment entities2020-08-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-08-31No
Was there a failure to transmit to the plan any participant contributions2020-08-31No
Has the plan failed to provide any benefit when due under the plan2020-08-31No
Contributions received in cash from employer2020-08-31$186,849
Employer contributions (assets) at end of year2020-08-31$48,000
Employer contributions (assets) at beginning of year2020-08-31$40,924
Income. Dividends from preferred stock2020-08-31$0
Income. Dividends from common stock2020-08-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-08-31$465,424
Contract administrator fees2020-08-31$12,696
Liabilities. Value of benefit claims payable at beginning of year2020-08-31$0
Did the plan have assets held for investment2020-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-08-31No
Aggregate proceeds on sale of assets2020-08-31$0
Aggregate carrying amount (costs) on sale of assets2020-08-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-08-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-08-31Yes
Opinion of an independent qualified public accountant for this plan2020-08-31Disclaimer
Accountancy firm name2020-08-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-08-31410746749
2019 : GLENWOOD ACADEMY EMPLOYEE DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$0
Total income from all sources (including contributions)2019-08-31$177,887
Total loss/gain on sale of assets2019-08-31$0
Total of all expenses incurred2019-08-31$48,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-08-31$42,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-08-31$140,432
Value of total assets at end of year2019-08-31$1,914,233
Value of total assets at beginning of year2019-08-31$1,784,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-08-31$5,638
Total interest from all sources2019-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-08-31$106,569
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-08-31$106,569
Was this plan covered by a fidelity bond2019-08-31Yes
Value of fidelity bond cover2019-08-31$2,000,000
If this is an individual account plan, was there a blackout period2019-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-08-31$0
Were there any nonexempt tranactions with any party-in-interest2019-08-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Value of net income/loss2019-08-31$129,765
Value of net assets at end of year (total assets less liabilities)2019-08-31$1,914,233
Value of net assets at beginning of year (total assets less liabilities)2019-08-31$1,784,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-08-31No
Were any leases to which the plan was party in default or uncollectible2019-08-31No
Investment advisory and management fees2019-08-31$5,638
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-08-31$1,873,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-08-31$1,743,358
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-08-31$-69,114
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-08-31No
Was there a failure to transmit to the plan any participant contributions2019-08-31No
Has the plan failed to provide any benefit when due under the plan2019-08-31No
Contributions received in cash from employer2019-08-31$140,432
Employer contributions (assets) at end of year2019-08-31$40,924
Employer contributions (assets) at beginning of year2019-08-31$41,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-08-31$42,484
Did the plan have assets held for investment2019-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-08-31Yes
Opinion of an independent qualified public accountant for this plan2019-08-31Disclaimer
Accountancy firm name2019-08-31CLIFTONLARSONALLEN, LLP
Accountancy firm EIN2019-08-31410746749
2014 : GLENWOOD ACADEMY EMPLOYEE DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Total income from all sources (including contributions)2014-08-31$416,284
Total loss/gain on sale of assets2014-08-31$0
Total of all expenses incurred2014-08-31$77,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-08-31$76,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-08-31$196,960
Value of total assets at end of year2014-08-31$1,947,140
Value of total assets at beginning of year2014-08-31$1,608,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-08-31$450
Total interest from all sources2014-08-31$28
Total dividends received (eg from common stock, registered investment company shares)2014-08-31$40,657
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-08-31$40,657
Was this plan covered by a fidelity bond2014-08-31Yes
Value of fidelity bond cover2014-08-31$2,000,000
If this is an individual account plan, was there a blackout period2014-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-08-31$0
Were there any nonexempt tranactions with any party-in-interest2014-08-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Value of net income/loss2014-08-31$339,104
Value of net assets at end of year (total assets less liabilities)2014-08-31$1,947,140
Value of net assets at beginning of year (total assets less liabilities)2014-08-31$1,608,036
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-08-31No
Were any leases to which the plan was party in default or uncollectible2014-08-31No
Investment advisory and management fees2014-08-31$450
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-08-31$1,534,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-08-31$1,206,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-08-31$360,735
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-08-31$342,072
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-08-31$342,072
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-08-31$28
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-08-31$178,639
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-08-31No
Was there a failure to transmit to the plan any participant contributions2014-08-31No
Has the plan failed to provide any benefit when due under the plan2014-08-31No
Contributions received in cash from employer2014-08-31$196,960
Employer contributions (assets) at end of year2014-08-31$52,210
Employer contributions (assets) at beginning of year2014-08-31$59,098
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-08-31$76,730
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-08-31No
Did the plan have assets held for investment2014-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-08-31Yes
Opinion of an independent qualified public accountant for this plan2014-08-31Disclaimer
Accountancy firm name2014-08-31WOLF & COMPANY LLP
Accountancy firm EIN2014-08-31362985665
2013 : GLENWOOD ACADEMY EMPLOYEE DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total income from all sources (including contributions)2013-08-31$330,751
Total loss/gain on sale of assets2013-08-31$0
Total of all expenses incurred2013-08-31$151,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-08-31$150,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-08-31$199,646
Value of total assets at end of year2013-08-31$1,608,036
Value of total assets at beginning of year2013-08-31$1,428,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-08-31$400
Total interest from all sources2013-08-31$36
Total dividends received (eg from common stock, registered investment company shares)2013-08-31$25,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-08-31$25,142
Was this plan covered by a fidelity bond2013-08-31Yes
Value of fidelity bond cover2013-08-31$2,000,000
If this is an individual account plan, was there a blackout period2013-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-08-31$0
Were there any nonexempt tranactions with any party-in-interest2013-08-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Value of net income/loss2013-08-31$179,670
Value of net assets at end of year (total assets less liabilities)2013-08-31$1,608,036
Value of net assets at beginning of year (total assets less liabilities)2013-08-31$1,428,366
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-08-31No
Were any leases to which the plan was party in default or uncollectible2013-08-31No
Investment advisory and management fees2013-08-31$400
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-08-31$1,206,866
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-08-31$936,228
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-08-31$342,072
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-08-31$435,238
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-08-31$435,238
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-08-31$36
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-08-31$105,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-08-31No
Was there a failure to transmit to the plan any participant contributions2013-08-31No
Has the plan failed to provide any benefit when due under the plan2013-08-31No
Contributions received in cash from employer2013-08-31$199,646
Employer contributions (assets) at end of year2013-08-31$59,098
Employer contributions (assets) at beginning of year2013-08-31$56,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-08-31$150,681
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-08-31No
Did the plan have assets held for investment2013-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-08-31Yes
Opinion of an independent qualified public accountant for this plan2013-08-31Disclaimer
Accountancy firm name2013-08-31WOLF & COMPANY LLP
Accountancy firm EIN2013-08-31262985665
2012 : GLENWOOD ACADEMY EMPLOYEE DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-08-31$290,406
Total of all expenses incurred2012-08-31$224,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-08-31$222,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-08-31$202,771
Value of total assets at end of year2012-08-31$1,428,366
Value of total assets at beginning of year2012-08-31$1,362,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-08-31$1,250
Total interest from all sources2012-08-31$39
Total dividends received (eg from common stock, registered investment company shares)2012-08-31$18,267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-08-31$18,267
Was this plan covered by a fidelity bond2012-08-31Yes
Value of fidelity bond cover2012-08-31$2,000,000
If this is an individual account plan, was there a blackout period2012-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-08-31$0
Were there any nonexempt tranactions with any party-in-interest2012-08-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Value of net income/loss2012-08-31$66,282
Value of net assets at end of year (total assets less liabilities)2012-08-31$1,428,366
Value of net assets at beginning of year (total assets less liabilities)2012-08-31$1,362,084
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-08-31No
Were any leases to which the plan was party in default or uncollectible2012-08-31No
Investment advisory and management fees2012-08-31$1,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-08-31$936,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-08-31$845,721
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-08-31$435,238
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-08-31$447,562
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-08-31$447,562
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-08-31$39
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-08-31$69,329
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-08-31No
Was there a failure to transmit to the plan any participant contributions2012-08-31No
Has the plan failed to provide any benefit when due under the plan2012-08-31No
Contributions received in cash from employer2012-08-31$202,771
Employer contributions (assets) at end of year2012-08-31$56,900
Employer contributions (assets) at beginning of year2012-08-31$68,801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-08-31$222,874
Did the plan have assets held for investment2012-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-08-31Yes
Opinion of an independent qualified public accountant for this plan2012-08-31Disclaimer
Accountancy firm name2012-08-31WOLF & COMPANY LLP
Accountancy firm EIN2012-08-31262985665
2011 : GLENWOOD ACADEMY EMPLOYEE DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-08-31$354,557
Total of all expenses incurred2011-08-31$145,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-08-31$145,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-08-31$255,380
Value of total assets at end of year2011-08-31$1,362,084
Value of total assets at beginning of year2011-08-31$1,153,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-08-31$450
Total interest from all sources2011-08-31$51
Total dividends received (eg from common stock, registered investment company shares)2011-08-31$15,785
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-08-31$15,785
Was this plan covered by a fidelity bond2011-08-31Yes
Value of fidelity bond cover2011-08-31$2,000,000
If this is an individual account plan, was there a blackout period2011-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-08-31$0
Were there any nonexempt tranactions with any party-in-interest2011-08-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Value of net income/loss2011-08-31$208,710
Value of net assets at end of year (total assets less liabilities)2011-08-31$1,362,084
Value of net assets at beginning of year (total assets less liabilities)2011-08-31$1,153,374
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-08-31No
Were any leases to which the plan was party in default or uncollectible2011-08-31No
Investment advisory and management fees2011-08-31$450
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-08-31$845,721
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-08-31$684,357
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-08-31$447,562
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-08-31$397,237
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-08-31$397,237
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-08-31$51
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-08-31$83,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-08-31No
Was there a failure to transmit to the plan any participant contributions2011-08-31No
Has the plan failed to provide any benefit when due under the plan2011-08-31No
Contributions received in cash from employer2011-08-31$255,380
Employer contributions (assets) at end of year2011-08-31$68,801
Employer contributions (assets) at beginning of year2011-08-31$71,780
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-08-31$145,397
Did the plan have assets held for investment2011-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-08-31Yes
Opinion of an independent qualified public accountant for this plan2011-08-31Disclaimer
Accountancy firm name2011-08-31WOLF & COMPANY LLP
Accountancy firm EIN2011-08-31262985665
2010 : GLENWOOD ACADEMY EMPLOYEE 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 securities2010-08-31$0

Form 5500 Responses for GLENWOOD ACADEMY EMPLOYEE DEFINED CONTRIBUTION RETIREMENT PLAN

2020: GLENWOOD ACADEMY EMPLOYEE DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-09-01Type of plan entitySingle employer plan
2020-09-01This submission is the final filingNo
2020-09-01This return/report is a short plan year return/report (less than 12 months)No
2020-09-01Plan is a collectively bargained planNo
2020-09-01Plan funding arrangement – InsuranceYes
2020-09-01Plan funding arrangement – TrustYes
2020-09-01Plan benefit arrangement – InsuranceYes
2020-09-01Plan benefit arrangement - TrustYes
2019: GLENWOOD ACADEMY EMPLOYEE DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-09-01Type of plan entitySingle employer plan
2019-09-01This submission is the final filingNo
2019-09-01This return/report is a short plan year return/report (less than 12 months)No
2019-09-01Plan is a collectively bargained planNo
2019-09-01Plan funding arrangement – InsuranceYes
2019-09-01Plan funding arrangement – TrustYes
2019-09-01Plan benefit arrangement – InsuranceYes
2019-09-01Plan benefit arrangement - TrustYes
2018: GLENWOOD ACADEMY EMPLOYEE DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Submission has been amendedNo
2018-09-01This submission is the final filingNo
2018-09-01This return/report is a short plan year return/report (less than 12 months)No
2018-09-01Plan is a collectively bargained planNo
2018-09-01Plan funding arrangement – TrustYes
2018-09-01Plan benefit arrangement - TrustYes
2013: GLENWOOD ACADEMY EMPLOYEE DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedNo
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement - TrustYes
2012: GLENWOOD ACADEMY EMPLOYEE DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement - TrustYes
2011: GLENWOOD ACADEMY EMPLOYEE DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement - TrustYes
2009: GLENWOOD ACADEMY EMPLOYEE DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467968
Policy instance 1
Insurance contract or identification number467968
Number of Individuals Covered86
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467968
Policy instance 1
Insurance contract or identification number467968
Number of Individuals Covered98
Insurance policy start date2019-11-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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