Logo

THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN 401k Plan overview

Plan NameTHE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN
Plan identification number 002

THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE IVYMOUNT SCHOOL, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE IVYMOUNT SCHOOL, INC.
Employer identification number (EIN):521195527
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01LEE NADINE-OPPENHEIM
0022016-01-01LEE NADINE-OPPENHEIM
0022015-01-01JAN WINTROL
0022014-01-01LEE-NADINE OPPENHEIM
0022013-01-01LEE-NADINE OPPENHEIM
0022012-01-01LEE-NADINE OPPENHEIM
0022011-01-01LEE-NADINE OPPENHEIM
0022010-01-01LEE-NADINE OPPENHEIM
0022009-01-01LEE-NADINE OPPENHEIM

Plan Statistics for THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN

401k plan membership statisitcs for THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN

Measure Date Value
2022: THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01538
Total number of active participants reported on line 7a of the Form 55002022-01-01258
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-01328
Total of all active and inactive participants2022-01-01589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01589
Number of participants with account balances2022-01-01461
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01631
Total number of active participants reported on line 7a of the Form 55002021-01-01193
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-01342
Total of all active and inactive participants2021-01-01538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01538
Number of participants with account balances2021-01-01484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01672
Total number of active participants reported on line 7a of the Form 55002020-01-01280
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01350
Total of all active and inactive participants2020-01-01631
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01631
Number of participants with account balances2020-01-01513
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01774
Total number of active participants reported on line 7a of the Form 55002019-01-01332
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01338
Total of all active and inactive participants2019-01-01672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01672
Number of participants with account balances2019-01-01524
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01622
Total number of active participants reported on line 7a of the Form 55002018-01-01323
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-01449
Total of all active and inactive participants2018-01-01774
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01774
Number of participants with account balances2018-01-01631
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01665
Total number of active participants reported on line 7a of the Form 55002017-01-01314
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01307
Total of all active and inactive participants2017-01-01622
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01622
Number of participants with account balances2017-01-01622
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01634
Total number of active participants reported on line 7a of the Form 55002016-01-01434
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01230
Total of all active and inactive participants2016-01-01665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01665
Number of participants with account balances2016-01-01656
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01619
Total number of active participants reported on line 7a of the Form 55002015-01-01259
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01375
Total of all active and inactive participants2015-01-01634
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01634
Number of participants with account balances2015-01-01626
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01613
Total number of active participants reported on line 7a of the Form 55002014-01-01228
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01390
Total of all active and inactive participants2014-01-01618
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01619
Number of participants with account balances2014-01-01614
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01598
Total number of active participants reported on line 7a of the Form 55002013-01-01290
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01322
Total of all active and inactive participants2013-01-01612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01613
Number of participants with account balances2013-01-01605
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01593
Total number of active participants reported on line 7a of the Form 55002012-01-01270
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01327
Total of all active and inactive participants2012-01-01597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01598
Number of participants with account balances2012-01-01592
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01562
Total number of active participants reported on line 7a of the Form 55002011-01-01246
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01347
Total of all active and inactive participants2011-01-01593
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01593
Number of participants with account balances2011-01-01584
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01549
Total number of active participants reported on line 7a of the Form 55002010-01-01201
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01361
Total of all active and inactive participants2010-01-01562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01562
Number of participants with account balances2010-01-01558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01238
Total number of active participants reported on line 7a of the Form 55002009-01-01239
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01309
Total of all active and inactive participants2009-01-01548
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01549
Number of participants with account balances2009-01-01548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN

Measure Date Value
2022 : THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,357,825
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,460,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,429,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$844,669
Value of total assets at end of year2022-12-31$21,076,440
Value of total assets at beginning of year2022-12-31$25,894,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$30,725
Total interest from all sources2022-12-31$283,038
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$534,702
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$534,702
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$777,368
Participant contributions at end of year2022-12-31$52,862
Participant contributions at beginning of year2022-12-31$63,503
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$66,917
Other income not declared elsewhere2022-12-31$22,480
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,818,526
Value of net assets at end of year (total assets less liabilities)2022-12-31$21,076,440
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$25,894,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$14,157,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$18,662,242
Interest on participant loans2022-12-31$2,411
Interest earned on other investments2022-12-31$280,627
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$6,866,408
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$7,169,221
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,042,714
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,429,976
Contract administrator fees2022-12-31$30,725
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MULLINS P.C.
Accountancy firm EIN2022-12-31474306215
2021 : THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,477,270
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,629,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,579,774
Expenses. Certain deemed distributions of participant loans2021-12-31$1,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$857,193
Value of total assets at end of year2021-12-31$25,894,966
Value of total assets at beginning of year2021-12-31$24,047,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$48,140
Total interest from all sources2021-12-31$292,397
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,216,288
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,216,288
Administrative expenses professional fees incurred2021-12-31$14,681
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$824,474
Participant contributions at end of year2021-12-31$63,503
Participant contributions at beginning of year2021-12-31$82,219
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$615
Other income not declared elsewhere2021-12-31$32,199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,847,812
Value of net assets at end of year (total assets less liabilities)2021-12-31$25,894,966
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$24,047,154
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$25,811
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$18,662,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$16,435,173
Interest on participant loans2021-12-31$2,993
Interest earned on other investments2021-12-31$289,404
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$7,169,221
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$7,529,762
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,079,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$32,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,579,774
Contract administrator fees2021-12-31$7,648
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31MULLINS P.C.
Accountancy firm EIN2021-12-31474306215
2020 : THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,405,318
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$680,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$637,523
Expenses. Certain deemed distributions of participant loans2020-12-31$14,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$883,288
Value of total assets at end of year2020-12-31$24,047,154
Value of total assets at beginning of year2020-12-31$21,322,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$28,151
Total interest from all sources2020-12-31$290,555
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$560,396
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$560,396
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$868,962
Participant contributions at end of year2020-12-31$82,219
Participant contributions at beginning of year2020-12-31$123,010
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$14,326
Other income not declared elsewhere2020-12-31$26,797
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,725,030
Value of net assets at end of year (total assets less liabilities)2020-12-31$24,047,154
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$21,322,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$20,400
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$16,435,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$14,192,504
Interest on participant loans2020-12-31$4,390
Interest earned on other investments2020-12-31$286,165
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$7,529,762
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$7,006,610
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,644,282
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$637,523
Contract administrator fees2020-12-31$7,751
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MULLINS P.C.
Accountancy firm EIN2020-12-31474306215
2019 : THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,127,065
Total income from all sources (including contributions)2019-12-31$4,127,065
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,190,037
Total of all expenses incurred2019-12-31$2,190,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,159,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,159,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,094,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,094,664
Value of total assets at end of year2019-12-31$21,322,124
Value of total assets at end of year2019-12-31$21,322,124
Value of total assets at beginning of year2019-12-31$19,385,096
Value of total assets at beginning of year2019-12-31$19,385,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$30,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$30,757
Total interest from all sources2019-12-31$280,814
Total interest from all sources2019-12-31$280,814
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$484,687
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$484,687
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$484,687
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$484,687
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$836,092
Contributions received from participants2019-12-31$836,092
Participant contributions at end of year2019-12-31$123,010
Participant contributions at end of year2019-12-31$123,010
Participant contributions at beginning of year2019-12-31$148,908
Participant contributions at beginning of year2019-12-31$148,908
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,675,714
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,675,714
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$258,572
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$258,572
Other income not declared elsewhere2019-12-31$23,246
Other income not declared elsewhere2019-12-31$23,246
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,937,028
Value of net income/loss2019-12-31$1,937,028
Value of net assets at end of year (total assets less liabilities)2019-12-31$21,322,124
Value of net assets at end of year (total assets less liabilities)2019-12-31$21,322,124
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,385,096
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,385,096
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$23,327
Investment advisory and management fees2019-12-31$23,327
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,192,504
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,192,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,148,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,148,594
Interest on participant loans2019-12-31$6,697
Interest on participant loans2019-12-31$6,697
Interest earned on other investments2019-12-31$274,117
Interest earned on other investments2019-12-31$274,117
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$7,006,610
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$7,006,610
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,411,880
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,411,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,243,654
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,243,654
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,159,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,159,280
Contract administrator fees2019-12-31$7,430
Contract administrator fees2019-12-31$7,430
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MULLINS P.C.
Accountancy firm name2019-12-31MULLINS P.C.
Accountancy firm EIN2019-12-31474306215
Accountancy firm EIN2019-12-31474306215
2018 : THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$525,679
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,123,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,086,459
Expenses. Certain deemed distributions of participant loans2018-12-31$5,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$942,139
Value of total assets at end of year2018-12-31$19,385,097
Value of total assets at beginning of year2018-12-31$19,982,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$31,079
Total interest from all sources2018-12-31$245,186
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$499,217
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$499,217
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$899,537
Participant contributions at end of year2018-12-31$148,908
Participant contributions at beginning of year2018-12-31$124,961
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,675,715
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$263,967
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$42,602
Other income not declared elsewhere2018-12-31$46,302
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-597,534
Value of net assets at end of year (total assets less liabilities)2018-12-31$19,385,097
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$19,982,631
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$23,388
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$12,148,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,218,810
Interest on participant loans2018-12-31$5,285
Interest earned on other investments2018-12-31$239,901
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,411,880
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,374,893
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,207,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,086,459
Contract administrator fees2018-12-31$7,691
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MULLINS P.C.
Accountancy firm EIN2018-12-31474306215
2017 : THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,080,522
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,347,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,320,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,628,446
Value of total assets at end of year2017-12-31$19,982,631
Value of total assets at beginning of year2017-12-31$17,250,065
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$27,529
Total interest from all sources2017-12-31$253,895
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$516,590
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$516,590
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$799,855
Participant contributions at end of year2017-12-31$124,961
Participant contributions at beginning of year2017-12-31$176,620
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$35,501
Assets. Other investments not covered elsewhere at end of year2017-12-31$263,967
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$333,512
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$828,591
Other income not declared elsewhere2017-12-31$25,816
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,732,566
Value of net assets at end of year (total assets less liabilities)2017-12-31$19,982,631
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,250,065
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$19,681
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$14,218,810
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,228,194
Interest on participant loans2017-12-31$5,793
Interest earned on other investments2017-12-31$248,102
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,374,893
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,476,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,655,775
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,320,427
Contract administrator fees2017-12-31$7,848
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MULLINS P.C.
Accountancy firm EIN2017-12-31474306215
2016 : THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,078,837
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$576,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$562,712
Value of total corrective distributions2016-12-31$239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,027,638
Value of total assets at end of year2016-12-31$17,250,065
Value of total assets at beginning of year2016-12-31$15,747,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$13,702
Total interest from all sources2016-12-31$254,749
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$305,812
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$305,812
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$787,832
Participant contributions at end of year2016-12-31$176,620
Participant contributions at beginning of year2016-12-31$149,326
Participant contributions at end of year2016-12-31$35,501
Participant contributions at beginning of year2016-12-31$61,532
Assets. Other investments not covered elsewhere at end of year2016-12-31$333,512
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$196,928
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$239,806
Other income not declared elsewhere2016-12-31$11,106
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,502,184
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,250,065
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,747,881
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$5,479
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$11,228,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,757,978
Interest on participant loans2016-12-31$4,648
Interest earned on other investments2016-12-31$250,101
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,476,238
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,582,117
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$479,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$562,712
Contract administrator fees2016-12-31$8,223
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MULLINS P.C.
Accountancy firm EIN2016-12-31474306215
2015 : THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$924,631
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$975,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$967,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$723,658
Value of total assets at end of year2015-12-31$15,747,881
Value of total assets at beginning of year2015-12-31$15,798,999
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,608
Total interest from all sources2015-12-31$248,051
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$355,590
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$355,590
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$698,477
Participant contributions at end of year2015-12-31$149,326
Participant contributions at beginning of year2015-12-31$160,010
Participant contributions at end of year2015-12-31$61,532
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$196,928
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$25,181
Other income not declared elsewhere2015-12-31$1,390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-51,118
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,747,881
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,798,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,757,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,068,789
Interest on participant loans2015-12-31$5,192
Interest earned on other investments2015-12-31$242,859
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,582,117
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,570,200
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-404,058
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$967,141
Contract administrator fees2015-12-31$8,608
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SQUIRE, LEMKIN & COMPANY LLP
Accountancy firm EIN2015-12-31522041603
2014 : THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,618,280
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,464,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,455,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$693,237
Value of total assets at end of year2014-12-31$15,798,999
Value of total assets at beginning of year2014-12-31$15,645,427
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,419
Total interest from all sources2014-12-31$256,307
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$337,582
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$337,582
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$656,322
Participant contributions at end of year2014-12-31$160,010
Participant contributions at beginning of year2014-12-31$170,907
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$36,915
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$153,572
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,798,999
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,645,427
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,068,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,853,050
Interest on participant loans2014-12-31$5,464
Interest earned on other investments2014-12-31$250,843
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,570,200
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$6,621,470
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$331,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,455,289
Contract administrator fees2014-12-31$9,419
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SQUIRE, LEMKIN & COMPANY LLP
Accountancy firm EIN2014-12-31522041603
2013 : THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,047,069
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,405,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,377,796
Expenses. Certain deemed distributions of participant loans2013-12-31$17,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,040,420
Value of total assets at end of year2013-12-31$15,645,427
Value of total assets at beginning of year2013-12-31$14,004,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,969
Total interest from all sources2013-12-31$268,736
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$277,623
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$277,623
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$610,156
Participant contributions at end of year2013-12-31$170,907
Participant contributions at beginning of year2013-12-31$168,417
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$430,264
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,641,395
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,645,427
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,004,032
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,853,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,362,783
Interest on participant loans2013-12-31$5,731
Interest earned on other investments2013-12-31$263,005
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$6,621,470
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$6,472,832
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,460,290
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,377,796
Contract administrator fees2013-12-31$9,969
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SQUIRE, LEMKIN & COMPANY LLP
Accountancy firm EIN2013-12-31522041603
2012 : THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,253
Total income from all sources (including contributions)2012-12-31$2,334,341
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$655,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$641,939
Expenses. Certain deemed distributions of participant loans2012-12-31$3,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,141,681
Value of total assets at end of year2012-12-31$14,004,032
Value of total assets at beginning of year2012-12-31$12,328,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,367
Total interest from all sources2012-12-31$243,751
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$165,703
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$165,703
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$630,925
Participant contributions at end of year2012-12-31$168,417
Participant contributions at beginning of year2012-12-31$184,444
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$510,756
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,253
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$3,253
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,678,535
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,004,032
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,325,497
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,362,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,647,167
Interest on participant loans2012-12-31$5,577
Interest earned on other investments2012-12-31$238,173
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,786
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,786
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$6,472,832
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$5,490,100
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$783,206
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$641,939
Contract administrator fees2012-12-31$10,367
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SQUIRE, LEMKIN & COMPANY LLP
Accountancy firm EIN2012-12-31522041603
2011 : THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,253
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,616
Total income from all sources (including contributions)2011-12-31$829,407
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$463,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$411,170
Expenses. Certain deemed distributions of participant loans2011-12-31$41,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$762,985
Value of total assets at end of year2011-12-31$12,328,750
Value of total assets at beginning of year2011-12-31$11,961,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,845
Total interest from all sources2011-12-31$227,916
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$139,806
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$139,806
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$718,239
Participant contributions at end of year2011-12-31$184,444
Participant contributions at beginning of year2011-12-31$192,909
Participant contributions at beginning of year2011-12-31$32,614
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$44,746
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$3,253
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$2,616
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$3,253
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$2,616
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$366,347
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,325,497
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,959,150
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,647,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,619,001
Interest on participant loans2011-12-31$5,839
Interest earned on other investments2011-12-31$222,076
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3,786
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$20
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$20
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$5,490,100
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$5,114,606
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-301,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$411,170
Contract administrator fees2011-12-31$10,845
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SQUIRE, LAMKIN AND COMPANY
Accountancy firm EIN2011-12-31522041603
2010 : THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,616
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,282,716
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$783,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$764,580
Expenses. Certain deemed distributions of participant loans2010-12-31$7,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,148,918
Value of total assets at end of year2010-12-31$11,961,766
Value of total assets at beginning of year2010-12-31$10,460,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$11,811
Total interest from all sources2010-12-31$216,932
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$76,051
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$76,051
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$839,355
Participant contributions at end of year2010-12-31$192,909
Participant contributions at beginning of year2010-12-31$162,633
Participant contributions at end of year2010-12-31$32,614
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$267,857
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$2,616
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$2,616
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,499,117
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,959,150
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,460,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,619,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,777,495
Interest on participant loans2010-12-31$5,759
Interest earned on other investments2010-12-31$211,172
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$20
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$5,114,606
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,519,905
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$840,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$41,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$764,580
Contract administrator fees2010-12-31$11,811
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SQUIRE LAMKIN AND COMPANY
Accountancy firm EIN2010-12-31522041603
2009 : THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN

2022: THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE IVYMOUNT SCHOOL AND PROGRAMS 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893141+007
Policy instance 2
Insurance contract or identification number893141+007
Number of Individuals Covered81
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?No
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number890747+006
Policy instance 1
Insurance contract or identification number890747+006
Number of Individuals Covered246
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893141+007
Policy instance 2
Insurance contract or identification number893141+007
Number of Individuals Covered87
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?No
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number890747+006
Policy instance 1
Insurance contract or identification number890747+006
Number of Individuals Covered253
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893141+007
Policy instance 2
Insurance contract or identification number893141+007
Number of Individuals Covered92
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?No
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number890747+006
Policy instance 1
Insurance contract or identification number890747+006
Number of Individuals Covered264
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893141+007
Policy instance 2
Insurance contract or identification number893141+007
Number of Individuals Covered96
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?No
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number890747+006
Policy instance 1
Insurance contract or identification number890747+006
Number of Individuals Covered275
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893141+007
Policy instance 2
Insurance contract or identification number893141+007
Number of Individuals Covered125
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?No
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number890747+006
Policy instance 1
Insurance contract or identification number890747+006
Number of Individuals Covered286
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893141+007
Policy instance 2
Insurance contract or identification number893141+007
Number of Individuals Covered18
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?No
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number890747+006
Policy instance 1
Insurance contract or identification number890747+006
Number of Individuals Covered292
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1