BEACON THERAPEUTIC SCHOOL, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BEACON THERAPEUTIC SCHOOL TAX DEFERRED ANNUITY PLAN
| Measure | Date | Value |
|---|
| 2014 : BEACON THERAPEUTIC SCHOOL TAX DEFERRED ANNUITY PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-06-30 | $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 | $623,386 |
| Total loss/gain on sale of assets | 2014-06-30 | $0 |
| Total of all expenses incurred | 2014-06-30 | $360,210 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $360,210 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-06-30 | $145,591 |
| Value of total assets at end of year | 2014-06-30 | $4,496,227 |
| Value of total assets at beginning of year | 2014-06-30 | $4,233,051 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-06-30 | $0 |
| Total interest from all sources | 2014-06-30 | $3 |
| 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 year | 2014-06-30 | No |
| Was this plan covered by a fidelity bond | 2014-06-30 | Yes |
| Value of fidelity bond cover | 2014-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
| Contributions received from participants | 2014-06-30 | $103,746 |
| Participant contributions at end of year | 2014-06-30 | $219,087 |
| Participant contributions at beginning of year | 2014-06-30 | $299,564 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-06-30 | $22,251 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-06-30 | $530 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
| Value of net income/loss | 2014-06-30 | $263,176 |
| Value of net assets at end of year (total assets less liabilities) | 2014-06-30 | $4,496,227 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-06-30 | $4,233,051 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-06-30 | $2,252,919 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-06-30 | $2,152,883 |
| Value of interest in pooled separate accounts at end of year | 2014-06-30 | $96,914 |
| Value of interest in pooled separate accounts at beginning of year | 2014-06-30 | $109,057 |
| Interest on participant loans | 2014-06-30 | $3 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-06-30 | $1,927,307 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-06-30 | $1,671,547 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-06-30 | $455,866 |
| Net investment gain/loss from pooled separate accounts | 2014-06-30 | $21,926 |
| Net gain/loss from 103.12 investment entities | 2014-06-30 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
| Contributions received in cash from employer | 2014-06-30 | $19,594 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-06-30 | $359,680 |
| Did the plan have assets held for investment | 2014-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-06-30 | Disclaimer |
| Accountancy firm name | 2014-06-30 | BDO USA, LLP. |
| Accountancy firm EIN | 2014-06-30 | 135381590 |
| 2013 : BEACON THERAPEUTIC SCHOOL TAX DEFERRED ANNUITY PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-06-30 | $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 | $513,014 |
| Total loss/gain on sale of assets | 2013-06-30 | $0 |
| Total of all expenses incurred | 2013-06-30 | $108,005 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $108,005 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $112,414 |
| Value of total assets at end of year | 2013-06-30 | $4,532,615 |
| Value of total assets at beginning of year | 2013-06-30 | $4,127,606 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $0 |
| Total interest from all sources | 2013-06-30 | $22,613 |
| 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 year | 2013-06-30 | No |
| Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
| Value of fidelity bond cover | 2013-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
| Contributions received from participants | 2013-06-30 | $80,930 |
| Participant contributions at end of year | 2013-06-30 | $299,564 |
| Participant contributions at beginning of year | 2013-06-30 | $206,073 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-06-30 | $31,484 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
| Value of net income/loss | 2013-06-30 | $405,009 |
| Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $4,532,615 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $4,127,606 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-06-30 | $2,362,421 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-06-30 | $2,223,579 |
| Value of interest in pooled separate accounts at end of year | 2013-06-30 | $141,926 |
| Value of interest in pooled separate accounts at beginning of year | 2013-06-30 | $138,197 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-06-30 | $22,613 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-06-30 | $1,728,704 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-06-30 | $1,559,757 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-06-30 | $377,987 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $108,005 |
| Did the plan have assets held for investment | 2013-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Disclaimer |
| Accountancy firm name | 2013-06-30 | SS&G, INC. |
| Accountancy firm EIN | 2013-06-30 | 341945695 |
| 2017: BEACON THERAPEUTIC SCHOOL TAX DEFERRED ANNUITY PLAN 2017 form 5500 responses |
|---|
| 2017-07-01 | Type of plan entity | Single employer plan |
| 2017-07-01 | This submission is the final filing | Yes |
| 2017-07-01 | Plan funding arrangement – Insurance | Yes |
| 2017-07-01 | Plan benefit arrangement - Trust | Yes |
| 2016: BEACON THERAPEUTIC SCHOOL TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses |
|---|
| 2016-07-01 | Type of plan entity | Single employer plan |
| 2016-07-01 | Submission has been amended | No |
| 2016-07-01 | This submission is the final filing | No |
| 2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-07-01 | Plan is a collectively bargained plan | No |
| 2016-07-01 | Plan funding arrangement – Insurance | Yes |
| 2016-07-01 | Plan benefit arrangement - Trust | Yes |
| 2013: BEACON THERAPEUTIC SCHOOL TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Submission has been amended | No |
| 2013-07-01 | This submission is the final filing | No |
| 2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-07-01 | Plan is a collectively bargained plan | No |
| 2013-07-01 | Plan funding arrangement – Insurance | Yes |
| 2013-07-01 | Plan funding arrangement – Trust | Yes |
| 2013-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-07-01 | Plan benefit arrangement - Trust | Yes |
| 2012: BEACON THERAPEUTIC SCHOOL TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Submission has been amended | No |
| 2012-07-01 | This submission is the final filing | No |
| 2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-07-01 | Plan is a collectively bargained plan | No |
| 2012-07-01 | Plan funding arrangement – Insurance | Yes |
| 2012-07-01 | Plan funding arrangement – Trust | Yes |
| 2012-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-07-01 | Plan benefit arrangement - Trust | Yes |
