Logo

LEARY EDUCATIONAL FOUNDATION, INC. EMPLOYEE PSP 401k Plan overview

Plan NameLEARY EDUCATIONAL FOUNDATION, INC. EMPLOYEE PSP
Plan identification number 001

LEARY EDUCATIONAL FOUNDATION, INC. EMPLOYEE PSP Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LEARY EDUCATIONAL FOUNDATION INC has sponsored the creation of one or more 401k plans.

Company Name:LEARY EDUCATIONAL FOUNDATION INC
Employer identification number (EIN):540885291
NAIC Classification:611000

Additional information about LEARY EDUCATIONAL FOUNDATION INC

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1993-07-13
Company Identification Number: 0412311
Legal Registered Office Address: PO BOX 3160

WINCHESTER
United States of America (USA)
22604

More information about LEARY EDUCATIONAL FOUNDATION INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEARY EDUCATIONAL FOUNDATION, INC. EMPLOYEE PSP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01ROBBIE MARCHANT
0012016-07-01ROBBIE MARCHANT
0012015-07-01ROBBIE MARCHANT
0012014-07-01ROBBIE MARCHANT
0012013-07-01ROBBIE MARCHANT
0012012-07-01ROBBIE MARCHANT
0012011-07-01ROBBIE F MARCHANT
0012009-07-01ROBBIE MARCHANT ROBBIE MARCHANT2011-01-18

Plan Statistics for LEARY EDUCATIONAL FOUNDATION, INC. EMPLOYEE PSP

401k plan membership statisitcs for LEARY EDUCATIONAL FOUNDATION, INC. EMPLOYEE PSP

Measure Date Value
2021: LEARY EDUCATIONAL FOUNDATION, INC. EMPLOYEE PSP 2021 401k membership
Total participants, beginning-of-year2021-07-01144
Total number of active participants reported on line 7a of the Form 55002021-07-0199
Number of retired or separated participants receiving benefits2021-07-012
Number of other retired or separated participants entitled to future benefits2021-07-0139
Total of all active and inactive participants2021-07-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01140
Number of participants with account balances2021-07-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0115
2020: LEARY EDUCATIONAL FOUNDATION, INC. EMPLOYEE PSP 2020 401k membership
Total participants, beginning-of-year2020-07-01136
Total number of active participants reported on line 7a of the Form 55002020-07-01106
Number of retired or separated participants receiving benefits2020-07-012
Number of other retired or separated participants entitled to future benefits2020-07-0136
Total of all active and inactive participants2020-07-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01144
Number of participants with account balances2020-07-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0112
2019: LEARY EDUCATIONAL FOUNDATION, INC. EMPLOYEE PSP 2019 401k membership
Total participants, beginning-of-year2019-07-01141
Total number of active participants reported on line 7a of the Form 55002019-07-01107
Number of retired or separated participants receiving benefits2019-07-013
Number of other retired or separated participants entitled to future benefits2019-07-0126
Total of all active and inactive participants2019-07-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01136
Number of participants with account balances2019-07-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-016
2018: LEARY EDUCATIONAL FOUNDATION, INC. EMPLOYEE PSP 2018 401k membership
Total participants, beginning-of-year2018-07-01139
Total number of active participants reported on line 7a of the Form 55002018-07-01113
Number of retired or separated participants receiving benefits2018-07-012
Number of other retired or separated participants entitled to future benefits2018-07-0126
Total of all active and inactive participants2018-07-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01141
Number of participants with account balances2018-07-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0111
2017: LEARY EDUCATIONAL FOUNDATION, INC. EMPLOYEE PSP 2017 401k membership
Total participants, beginning-of-year2017-07-01168
Total number of active participants reported on line 7a of the Form 55002017-07-01109
Number of retired or separated participants receiving benefits2017-07-011
Number of other retired or separated participants entitled to future benefits2017-07-0129
Total of all active and inactive participants2017-07-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01139
Number of participants with account balances2017-07-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0116
2016: LEARY EDUCATIONAL FOUNDATION, INC. EMPLOYEE PSP 2016 401k membership
Total participants, beginning-of-year2016-07-01173
Total number of active participants reported on line 7a of the Form 55002016-07-01135
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0133
Total of all active and inactive participants2016-07-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01168
Number of participants with account balances2016-07-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-011
2015: LEARY EDUCATIONAL FOUNDATION, INC. EMPLOYEE PSP 2015 401k membership
Total participants, beginning-of-year2015-07-01160
Total number of active participants reported on line 7a of the Form 55002015-07-01137
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0136
Total of all active and inactive participants2015-07-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01173
Number of participants with account balances2015-07-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0113
2014: LEARY EDUCATIONAL FOUNDATION, INC. EMPLOYEE PSP 2014 401k membership
Total participants, beginning-of-year2014-07-01140
Total number of active participants reported on line 7a of the Form 55002014-07-01117
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0129
Total of all active and inactive participants2014-07-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01146
Number of participants with account balances2014-07-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-019
2013: LEARY EDUCATIONAL FOUNDATION, INC. EMPLOYEE PSP 2013 401k membership
Total participants, beginning-of-year2013-07-01137
Total number of active participants reported on line 7a of the Form 55002013-07-01117
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0121
Total of all active and inactive participants2013-07-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01138
Number of participants with account balances2013-07-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0115
2012: LEARY EDUCATIONAL FOUNDATION, INC. EMPLOYEE PSP 2012 401k membership
Total participants, beginning-of-year2012-07-01134
Total number of active participants reported on line 7a of the Form 55002012-07-01112
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0120
Total of all active and inactive participants2012-07-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01132
Number of participants with account balances2012-07-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0112
2011: LEARY EDUCATIONAL FOUNDATION, INC. EMPLOYEE PSP 2011 401k membership
Total participants, beginning-of-year2011-07-01145
Total number of active participants reported on line 7a of the Form 55002011-07-01115
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0119
Total of all active and inactive participants2011-07-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01134
Number of participants with account balances2011-07-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0117
2009: LEARY EDUCATIONAL FOUNDATION, INC. EMPLOYEE PSP 2009 401k membership
Total participants, beginning-of-year2009-07-01143
Total number of active participants reported on line 7a of the Form 55002009-07-01126
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0115
Total of all active and inactive participants2009-07-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01141
Number of participants with account balances2009-07-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0110

Financial Data on LEARY EDUCATIONAL FOUNDATION, INC. EMPLOYEE PSP

Measure Date Value
2022 : LEARY EDUCATIONAL FOUNDATION, INC. EMPLOYEE PSP 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$0
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total transfer of assets to this plan2022-06-30$0
Total transfer of assets from this plan2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Expenses. Interest paid2022-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-06-30$0
Total income from all sources (including contributions)2022-06-30$-486,168
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$1,021,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$983,155
Expenses. Certain deemed distributions of participant loans2022-06-30$2,525
Value of total corrective distributions2022-06-30$270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$316,379
Value of total assets at end of year2022-06-30$5,321,601
Value of total assets at beginning of year2022-06-30$6,829,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$35,967
Total income from rents2022-06-30$0
Total interest from all sources2022-06-30$4,589
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$55,102
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$55,102
Assets. Real estate other than employer real property at end of year2022-06-30$0
Assets. Real estate other than employer real property at beginning of year2022-06-30$0
Administrative expenses professional fees incurred2022-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-06-30$0
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$244,687
Participant contributions at end of year2022-06-30$116,409
Participant contributions at beginning of year2022-06-30$104,770
Participant contributions at end of year2022-06-30$0
Participant contributions at beginning of year2022-06-30$0
Assets. Other investments not covered elsewhere at end of year2022-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2022-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$0
Assets. Loans (other than to participants) at end of year2022-06-30$0
Assets. Loans (other than to participants) at beginning of year2022-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$0
Other income not declared elsewhere2022-06-30$0
Administrative expenses (other) incurred2022-06-30$35,967
Liabilities. Value of operating payables at end of year2022-06-30$0
Liabilities. Value of operating payables at beginning of year2022-06-30$0
Total non interest bearing cash at end of year2022-06-30$0
Total non interest bearing cash at beginning of year2022-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Income. Non cash contributions2022-06-30$0
Value of net income/loss2022-06-30$-1,508,085
Value of net assets at end of year (total assets less liabilities)2022-06-30$5,321,601
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$6,829,686
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Assets. partnership/joint venture interests at end of year2022-06-30$0
Assets. partnership/joint venture interests at beginning of year2022-06-30$0
Investment advisory and management fees2022-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$1,002,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$1,445,972
Value of interest in pooled separate accounts at end of year2022-06-30$0
Value of interest in pooled separate accounts at beginning of year2022-06-30$0
Interest on participant loans2022-06-30$4,281
Income. Interest from loans (other than to participants)2022-06-30$0
Interest earned on other investments2022-06-30$308
Income. Interest from US Government securities2022-06-30$0
Income. Interest from corporate debt instruments2022-06-30$0
Value of interest in master investment trust accounts at end of year2022-06-30$0
Value of interest in master investment trust accounts at beginning of year2022-06-30$0
Value of interest in common/collective trusts at end of year2022-06-30$4,171,345
Value of interest in common/collective trusts at beginning of year2022-06-30$5,266,567
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2022-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$31,572
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$12,377
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$0
Asset value of US Government securities at end of year2022-06-30$0
Asset value of US Government securities at beginning of year2022-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-216,744
Net investment gain/loss from pooled separate accounts2022-06-30$0
Net investment gain or loss from common/collective trusts2022-06-30$-645,494
Net gain/loss from 103.12 investment entities2022-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Assets. Invements in employer securities at end of year2022-06-30$0
Assets. Invements in employer securities at beginning of year2022-06-30$0
Assets. Value of employer real property at end of year2022-06-30$0
Assets. Value of employer real property at beginning of year2022-06-30$0
Contributions received in cash from employer2022-06-30$71,692
Employer contributions (assets) at end of year2022-06-30$0
Employer contributions (assets) at beginning of year2022-06-30$0
Income. Dividends from preferred stock2022-06-30$0
Income. Dividends from common stock2022-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$983,155
Asset. Corporate debt instrument preferred debt at end of year2022-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2022-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-06-30$0
Contract administrator fees2022-06-30$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2022-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-06-30$0
Liabilities. Value of benefit claims payable at end of year2022-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2022-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-06-30$0
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$0
Aggregate carrying amount (costs) on sale of assets2022-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2022-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-06-30$0
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2022-06-30541149263
2021 : LEARY EDUCATIONAL FOUNDATION, INC. EMPLOYEE PSP 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$0
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total transfer of assets to this plan2021-06-30$0
Total transfer of assets from this plan2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Expenses. Interest paid2021-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-06-30$0
Total income from all sources (including contributions)2021-06-30$1,739,500
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$746,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$710,185
Expenses. Certain deemed distributions of participant loans2021-06-30$1,739
Value of total corrective distributions2021-06-30$23
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$364,881
Value of total assets at end of year2021-06-30$6,829,686
Value of total assets at beginning of year2021-06-30$5,836,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$34,475
Total income from rents2021-06-30$0
Total interest from all sources2021-06-30$6,228
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$31,165
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$31,165
Assets. Real estate other than employer real property at end of year2021-06-30$0
Assets. Real estate other than employer real property at beginning of year2021-06-30$0
Administrative expenses professional fees incurred2021-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-06-30$0
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$291,461
Participant contributions at end of year2021-06-30$104,770
Participant contributions at beginning of year2021-06-30$120,370
Participant contributions at end of year2021-06-30$0
Participant contributions at beginning of year2021-06-30$0
Assets. Other investments not covered elsewhere at end of year2021-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2021-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$18
Assets. Loans (other than to participants) at end of year2021-06-30$0
Assets. Loans (other than to participants) at beginning of year2021-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$0
Other income not declared elsewhere2021-06-30$0
Administrative expenses (other) incurred2021-06-30$34,475
Liabilities. Value of operating payables at end of year2021-06-30$0
Liabilities. Value of operating payables at beginning of year2021-06-30$0
Total non interest bearing cash at end of year2021-06-30$0
Total non interest bearing cash at beginning of year2021-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Income. Non cash contributions2021-06-30$0
Value of net income/loss2021-06-30$993,078
Value of net assets at end of year (total assets less liabilities)2021-06-30$6,829,686
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$5,836,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Assets. partnership/joint venture interests at end of year2021-06-30$0
Assets. partnership/joint venture interests at beginning of year2021-06-30$0
Investment advisory and management fees2021-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$1,445,972
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$1,234,259
Value of interest in pooled separate accounts at end of year2021-06-30$0
Value of interest in pooled separate accounts at beginning of year2021-06-30$0
Interest on participant loans2021-06-30$5,805
Income. Interest from loans (other than to participants)2021-06-30$0
Interest earned on other investments2021-06-30$423
Income. Interest from US Government securities2021-06-30$0
Income. Interest from corporate debt instruments2021-06-30$0
Value of interest in master investment trust accounts at end of year2021-06-30$0
Value of interest in master investment trust accounts at beginning of year2021-06-30$0
Value of interest in common/collective trusts at end of year2021-06-30$5,266,567
Value of interest in common/collective trusts at beginning of year2021-06-30$4,451,024
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2021-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$12,377
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$30,937
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$0
Asset value of US Government securities at end of year2021-06-30$0
Asset value of US Government securities at beginning of year2021-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$299,579
Net investment gain/loss from pooled separate accounts2021-06-30$0
Net investment gain or loss from common/collective trusts2021-06-30$1,037,647
Net gain/loss from 103.12 investment entities2021-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Assets. Invements in employer securities at end of year2021-06-30$0
Assets. Invements in employer securities at beginning of year2021-06-30$0
Assets. Value of employer real property at end of year2021-06-30$0
Assets. Value of employer real property at beginning of year2021-06-30$0
Contributions received in cash from employer2021-06-30$73,420
Employer contributions (assets) at end of year2021-06-30$0
Employer contributions (assets) at beginning of year2021-06-30$0
Income. Dividends from preferred stock2021-06-30$0
Income. Dividends from common stock2021-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$710,185
Asset. Corporate debt instrument preferred debt at end of year2021-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2021-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-06-30$0
Contract administrator fees2021-06-30$0
Assets. Corporate common stocks other than exployer securities at end of year2021-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-06-30$0
Liabilities. Value of benefit claims payable at end of year2021-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2021-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-06-30$0
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$0
Aggregate carrying amount (costs) on sale of assets2021-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2021-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-06-30$0
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2021-06-30541149263
2020 : LEARY EDUCATIONAL FOUNDATION, INC. EMPLOYEE PSP 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$0
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total transfer of assets to this plan2020-06-30$0
Total transfer of assets from this plan2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Expenses. Interest paid2020-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-06-30$0
Total income from all sources (including contributions)2020-06-30$561,981
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$602,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$569,646
Expenses. Certain deemed distributions of participant loans2020-06-30$0
Value of total corrective distributions2020-06-30$514
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$390,753
Value of total assets at end of year2020-06-30$5,836,608
Value of total assets at beginning of year2020-06-30$5,877,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$32,335
Total income from rents2020-06-30$0
Total interest from all sources2020-06-30$8,233
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$30,879
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$30,879
Assets. Real estate other than employer real property at end of year2020-06-30$0
Assets. Real estate other than employer real property at beginning of year2020-06-30$0
Administrative expenses professional fees incurred2020-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-06-30$0
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$314,315
Participant contributions at end of year2020-06-30$120,370
Participant contributions at beginning of year2020-06-30$89,416
Participant contributions at end of year2020-06-30$0
Participant contributions at beginning of year2020-06-30$0
Assets. Other investments not covered elsewhere at end of year2020-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2020-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$18
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$0
Assets. Loans (other than to participants) at end of year2020-06-30$0
Assets. Loans (other than to participants) at beginning of year2020-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$0
Other income not declared elsewhere2020-06-30$0
Administrative expenses (other) incurred2020-06-30$32,335
Liabilities. Value of operating payables at end of year2020-06-30$0
Liabilities. Value of operating payables at beginning of year2020-06-30$0
Total non interest bearing cash at end of year2020-06-30$0
Total non interest bearing cash at beginning of year2020-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Income. Non cash contributions2020-06-30$0
Value of net income/loss2020-06-30$-40,514
Value of net assets at end of year (total assets less liabilities)2020-06-30$5,836,608
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$5,877,122
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Assets. partnership/joint venture interests at end of year2020-06-30$0
Assets. partnership/joint venture interests at beginning of year2020-06-30$0
Investment advisory and management fees2020-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$1,234,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$973,467
Value of interest in pooled separate accounts at end of year2020-06-30$0
Value of interest in pooled separate accounts at beginning of year2020-06-30$0
Interest on participant loans2020-06-30$5,509
Income. Interest from loans (other than to participants)2020-06-30$0
Interest earned on other investments2020-06-30$2,724
Income. Interest from US Government securities2020-06-30$0
Income. Interest from corporate debt instruments2020-06-30$0
Value of interest in master investment trust accounts at end of year2020-06-30$0
Value of interest in master investment trust accounts at beginning of year2020-06-30$0
Value of interest in common/collective trusts at end of year2020-06-30$4,451,024
Value of interest in common/collective trusts at beginning of year2020-06-30$4,564,396
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2020-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$30,937
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$249,843
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Asset value of US Government securities at end of year2020-06-30$0
Asset value of US Government securities at beginning of year2020-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$3,391
Net investment gain/loss from pooled separate accounts2020-06-30$0
Net investment gain or loss from common/collective trusts2020-06-30$128,725
Net gain/loss from 103.12 investment entities2020-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Assets. Invements in employer securities at end of year2020-06-30$0
Assets. Invements in employer securities at beginning of year2020-06-30$0
Assets. Value of employer real property at end of year2020-06-30$0
Assets. Value of employer real property at beginning of year2020-06-30$0
Contributions received in cash from employer2020-06-30$76,438
Employer contributions (assets) at end of year2020-06-30$0
Employer contributions (assets) at beginning of year2020-06-30$0
Income. Dividends from preferred stock2020-06-30$0
Income. Dividends from common stock2020-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$569,646
Asset. Corporate debt instrument preferred debt at end of year2020-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2020-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-06-30$0
Contract administrator fees2020-06-30$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30No
Assets. Corporate common stocks other than exployer securities at end of year2020-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-06-30$0
Liabilities. Value of benefit claims payable at end of year2020-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2020-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-06-30$0
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Aggregate proceeds on sale of assets2020-06-30$0
Aggregate carrying amount (costs) on sale of assets2020-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2020-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2020-06-30541149263
2019 : LEARY EDUCATIONAL FOUNDATION, INC. EMPLOYEE PSP 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$0
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total transfer of assets to this plan2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$2
Expenses. Interest paid2019-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-06-30$0
Total income from all sources (including contributions)2019-06-30$732,027
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$306,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$273,696
Expenses. Certain deemed distributions of participant loans2019-06-30$0
Value of total corrective distributions2019-06-30$2,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$396,034
Value of total assets at end of year2019-06-30$5,877,122
Value of total assets at beginning of year2019-06-30$5,451,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$30,302
Total income from rents2019-06-30$0
Total interest from all sources2019-06-30$8,800
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$31,985
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$31,985
Assets. Real estate other than employer real property at end of year2019-06-30$0
Assets. Real estate other than employer real property at beginning of year2019-06-30$0
Administrative expenses professional fees incurred2019-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-06-30$0
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$323,277
Participant contributions at end of year2019-06-30$89,416
Participant contributions at beginning of year2019-06-30$52,282
Participant contributions at end of year2019-06-30$0
Participant contributions at beginning of year2019-06-30$0
Assets. Other investments not covered elsewhere at end of year2019-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2019-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$0
Assets. Loans (other than to participants) at end of year2019-06-30$0
Assets. Loans (other than to participants) at beginning of year2019-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$0
Other income not declared elsewhere2019-06-30$0
Administrative expenses (other) incurred2019-06-30$30,302
Liabilities. Value of operating payables at end of year2019-06-30$0
Liabilities. Value of operating payables at beginning of year2019-06-30$2
Total non interest bearing cash at end of year2019-06-30$0
Total non interest bearing cash at beginning of year2019-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Income. Non cash contributions2019-06-30$0
Value of net income/loss2019-06-30$425,624
Value of net assets at end of year (total assets less liabilities)2019-06-30$5,877,122
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$5,451,498
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Assets. partnership/joint venture interests at end of year2019-06-30$0
Assets. partnership/joint venture interests at beginning of year2019-06-30$0
Investment advisory and management fees2019-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$973,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$835,285
Value of interest in pooled separate accounts at end of year2019-06-30$0
Value of interest in pooled separate accounts at beginning of year2019-06-30$0
Interest on participant loans2019-06-30$3,200
Income. Interest from loans (other than to participants)2019-06-30$0
Interest earned on other investments2019-06-30$5,600
Income. Interest from US Government securities2019-06-30$0
Income. Interest from corporate debt instruments2019-06-30$0
Value of interest in master investment trust accounts at end of year2019-06-30$0
Value of interest in master investment trust accounts at beginning of year2019-06-30$0
Value of interest in common/collective trusts at end of year2019-06-30$4,564,396
Value of interest in common/collective trusts at beginning of year2019-06-30$4,322,779
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2019-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$249,843
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$241,154
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$0
Asset value of US Government securities at end of year2019-06-30$0
Asset value of US Government securities at beginning of year2019-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$43,256
Net investment gain/loss from pooled separate accounts2019-06-30$0
Net investment gain or loss from common/collective trusts2019-06-30$251,952
Net gain/loss from 103.12 investment entities2019-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Assets. Invements in employer securities at end of year2019-06-30$0
Assets. Invements in employer securities at beginning of year2019-06-30$0
Assets. Value of employer real property at end of year2019-06-30$0
Assets. Value of employer real property at beginning of year2019-06-30$0
Contributions received in cash from employer2019-06-30$72,757
Employer contributions (assets) at end of year2019-06-30$0
Employer contributions (assets) at beginning of year2019-06-30$0
Income. Dividends from preferred stock2019-06-30$0
Income. Dividends from common stock2019-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$273,696
Asset. Corporate debt instrument preferred debt at end of year2019-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2019-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-06-30$0
Contract administrator fees2019-06-30$0
Assets. Corporate common stocks other than exployer securities at end of year2019-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-06-30$0
Liabilities. Value of benefit claims payable at end of year2019-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2019-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-06-30$0
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$0
Aggregate carrying amount (costs) on sale of assets2019-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2019-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2019-06-30541149263
2018 : LEARY EDUCATIONAL FOUNDATION, INC. EMPLOYEE PSP 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$0
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total transfer of assets to this plan2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$2
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Expenses. Interest paid2018-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-06-30$0
Total income from all sources (including contributions)2018-06-30$751,944
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$732,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$701,870
Expenses. Certain deemed distributions of participant loans2018-06-30$0
Value of total corrective distributions2018-06-30$1,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$351,413
Value of total assets at end of year2018-06-30$5,451,500
Value of total assets at beginning of year2018-06-30$5,431,999
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$29,078
Total income from rents2018-06-30$0
Total interest from all sources2018-06-30$10,763
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$21,837
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$21,837
Assets. Real estate other than employer real property at end of year2018-06-30$0
Assets. Real estate other than employer real property at beginning of year2018-06-30$0
Administrative expenses professional fees incurred2018-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-06-30$0
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$293,532
Participant contributions at end of year2018-06-30$52,282
Participant contributions at beginning of year2018-06-30$62,212
Participant contributions at end of year2018-06-30$0
Participant contributions at beginning of year2018-06-30$0
Assets. Other investments not covered elsewhere at end of year2018-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2018-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$9,888
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$0
Assets. Loans (other than to participants) at end of year2018-06-30$0
Assets. Loans (other than to participants) at beginning of year2018-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$0
Other income not declared elsewhere2018-06-30$0
Administrative expenses (other) incurred2018-06-30$29,078
Liabilities. Value of operating payables at end of year2018-06-30$2
Liabilities. Value of operating payables at beginning of year2018-06-30$0
Total non interest bearing cash at end of year2018-06-30$0
Total non interest bearing cash at beginning of year2018-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Income. Non cash contributions2018-06-30$0
Value of net income/loss2018-06-30$19,499
Value of net assets at end of year (total assets less liabilities)2018-06-30$5,451,498
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$5,431,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Assets. partnership/joint venture interests at end of year2018-06-30$0
Assets. partnership/joint venture interests at beginning of year2018-06-30$0
Investment advisory and management fees2018-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$835,285
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$929,959
Value of interest in pooled separate accounts at end of year2018-06-30$0
Value of interest in pooled separate accounts at beginning of year2018-06-30$0
Interest on participant loans2018-06-30$2,543
Income. Interest from loans (other than to participants)2018-06-30$0
Interest earned on other investments2018-06-30$8,220
Income. Interest from US Government securities2018-06-30$0
Income. Interest from corporate debt instruments2018-06-30$0
Value of interest in master investment trust accounts at end of year2018-06-30$0
Value of interest in master investment trust accounts at beginning of year2018-06-30$0
Value of interest in common/collective trusts at end of year2018-06-30$4,322,779
Value of interest in common/collective trusts at beginning of year2018-06-30$4,202,769
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2018-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$241,154
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$237,059
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Asset value of US Government securities at end of year2018-06-30$0
Asset value of US Government securities at beginning of year2018-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$84,779
Net investment gain/loss from pooled separate accounts2018-06-30$0
Net investment gain or loss from common/collective trusts2018-06-30$283,152
Net gain/loss from 103.12 investment entities2018-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Assets. Invements in employer securities at end of year2018-06-30$0
Assets. Invements in employer securities at beginning of year2018-06-30$0
Assets. Value of employer real property at end of year2018-06-30$0
Assets. Value of employer real property at beginning of year2018-06-30$0
Contributions received in cash from employer2018-06-30$47,993
Employer contributions (assets) at end of year2018-06-30$0
Employer contributions (assets) at beginning of year2018-06-30$0
Income. Dividends from preferred stock2018-06-30$0
Income. Dividends from common stock2018-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$701,870
Asset. Corporate debt instrument preferred debt at end of year2018-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2018-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-06-30$0
Contract administrator fees2018-06-30$0
Assets. Corporate common stocks other than exployer securities at end of year2018-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-06-30$0
Liabilities. Value of benefit claims payable at end of year2018-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2018-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-06-30$0
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$0
Aggregate carrying amount (costs) on sale of assets2018-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2018-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2018-06-30541149263
2017 : LEARY EDUCATIONAL FOUNDATION, INC. EMPLOYEE PSP 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$0
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total transfer of assets to this plan2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Expenses. Interest paid2017-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-06-30$0
Total income from all sources (including contributions)2017-06-30$704,563
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$249,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$246,770
Expenses. Certain deemed distributions of participant loans2017-06-30$0
Value of total corrective distributions2017-06-30$2,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$335,831
Value of total assets at end of year2017-06-30$5,431,999
Value of total assets at beginning of year2017-06-30$4,976,479
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$255
Total income from rents2017-06-30$0
Total interest from all sources2017-06-30$26,343
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$1,478
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$1,478
Assets. Real estate other than employer real property at end of year2017-06-30$0
Assets. Real estate other than employer real property at beginning of year2017-06-30$0
Administrative expenses professional fees incurred2017-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-06-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-06-30$0
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30Yes
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$259,356
Participant contributions at end of year2017-06-30$62,212
Participant contributions at beginning of year2017-06-30$121,916
Participant contributions at end of year2017-06-30$0
Participant contributions at beginning of year2017-06-30$0
Assets. Other investments not covered elsewhere at end of year2017-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$3,646
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$0
Assets. Loans (other than to participants) at end of year2017-06-30$0
Assets. Loans (other than to participants) at beginning of year2017-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$0
Other income not declared elsewhere2017-06-30$0
Administrative expenses (other) incurred2017-06-30$255
Liabilities. Value of operating payables at end of year2017-06-30$0
Liabilities. Value of operating payables at beginning of year2017-06-30$0
Total non interest bearing cash at end of year2017-06-30$0
Total non interest bearing cash at beginning of year2017-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Income. Non cash contributions2017-06-30$0
Value of net income/loss2017-06-30$455,520
Value of net assets at end of year (total assets less liabilities)2017-06-30$5,431,999
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$4,976,479
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Assets. partnership/joint venture interests at end of year2017-06-30$0
Assets. partnership/joint venture interests at beginning of year2017-06-30$0
Investment advisory and management fees2017-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$929,959
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$0
Value of interest in pooled separate accounts at end of year2017-06-30$0
Value of interest in pooled separate accounts at beginning of year2017-06-30$3,838,360
Interest on participant loans2017-06-30$5,117
Income. Interest from loans (other than to participants)2017-06-30$0
Interest earned on other investments2017-06-30$21,226
Income. Interest from US Government securities2017-06-30$0
Income. Interest from corporate debt instruments2017-06-30$0
Value of interest in master investment trust accounts at end of year2017-06-30$0
Value of interest in master investment trust accounts at beginning of year2017-06-30$0
Value of interest in common/collective trusts at end of year2017-06-30$4,202,769
Value of interest in common/collective trusts at beginning of year2017-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$0
Assets. Value of investments in 103.12 investment entities at end of year2017-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$237,059
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$1,016,203
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Asset value of US Government securities at end of year2017-06-30$0
Asset value of US Government securities at beginning of year2017-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$16,353
Net investment gain/loss from pooled separate accounts2017-06-30$262,730
Net investment gain or loss from common/collective trusts2017-06-30$61,828
Net gain/loss from 103.12 investment entities2017-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Assets. Invements in employer securities at end of year2017-06-30$0
Assets. Invements in employer securities at beginning of year2017-06-30$0
Assets. Value of employer real property at end of year2017-06-30$0
Assets. Value of employer real property at beginning of year2017-06-30$0
Contributions received in cash from employer2017-06-30$72,829
Employer contributions (assets) at end of year2017-06-30$0
Employer contributions (assets) at beginning of year2017-06-30$0
Income. Dividends from preferred stock2017-06-30$0
Income. Dividends from common stock2017-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$246,770
Asset. Corporate debt instrument preferred debt at end of year2017-06-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-06-30$0
Asset. Corporate debt instrument debt (other) at end of year2017-06-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-06-30$0
Contract administrator fees2017-06-30$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30Yes
Assets. Corporate common stocks other than exployer securities at end of year2017-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-06-30$0
Liabilities. Value of benefit claims payable at end of year2017-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2017-06-30$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-06-30$0
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$0
Aggregate carrying amount (costs) on sale of assets2017-06-30$0
Liabilities. Value of acquisition indebtedness at end of year2017-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2017-06-30541149263
2016 : LEARY EDUCATIONAL FOUNDATION, INC. EMPLOYEE PSP 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$500,608
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$573,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$563,791
Value of total corrective distributions2016-06-30$1,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$341,669
Value of total assets at end of year2016-06-30$4,976,479
Value of total assets at beginning of year2016-06-30$5,049,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$8,279
Total interest from all sources2016-06-30$37,579
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$257,765
Participant contributions at end of year2016-06-30$121,916
Participant contributions at beginning of year2016-06-30$147,419
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$13,284
Other income not declared elsewhere2016-06-30$6,534
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-73,328
Value of net assets at end of year (total assets less liabilities)2016-06-30$4,976,479
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$5,049,807
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in pooled separate accounts at end of year2016-06-30$3,838,360
Value of interest in pooled separate accounts at beginning of year2016-06-30$3,894,516
Interest on participant loans2016-06-30$7,885
Interest earned on other investments2016-06-30$29,694
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$1,016,203
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$1,007,872
Net investment gain/loss from pooled separate accounts2016-06-30$114,826
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$70,620
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$563,791
Contract administrator fees2016-06-30$8,279
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30YOUNT, HYDE & BARBOUR, P.C.
Accountancy firm EIN2016-06-30541149263
2015 : LEARY EDUCATIONAL FOUNDATION, INC. EMPLOYEE PSP 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$542,966
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$636,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$625,991
Value of total corrective distributions2015-06-30$2,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$334,983
Value of total assets at end of year2015-06-30$5,049,807
Value of total assets at beginning of year2015-06-30$5,143,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$8,245
Total interest from all sources2015-06-30$43,639
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$267,705
Participant contributions at end of year2015-06-30$147,419
Participant contributions at beginning of year2015-06-30$176,777
Other income not declared elsewhere2015-06-30$7,831
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-93,594
Value of net assets at end of year (total assets less liabilities)2015-06-30$5,049,807
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$5,143,401
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in pooled separate accounts at end of year2015-06-30$3,894,516
Value of interest in pooled separate accounts at beginning of year2015-06-30$3,965,488
Interest on participant loans2015-06-30$12,497
Interest earned on other investments2015-06-30$31,142
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$1,007,872
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$1,001,136
Net investment gain/loss from pooled separate accounts2015-06-30$156,513
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$67,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$625,991
Contract administrator fees2015-06-30$8,245
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30YOUNT, HYDE & BARBOUR P.C.
Accountancy firm EIN2015-06-30541149263
2014 : LEARY EDUCATIONAL FOUNDATION, INC. EMPLOYEE PSP 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$968,173
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$859,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$849,654
Value of total corrective distributions2014-06-30$2,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$324,707
Value of total assets at end of year2014-06-30$5,143,401
Value of total assets at beginning of year2014-06-30$5,034,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$7,450
Total interest from all sources2014-06-30$48,604
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$247,032
Participant contributions at end of year2014-06-30$176,777
Participant contributions at beginning of year2014-06-30$186,074
Participant contributions at beginning of year2014-06-30$9,267
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$9,808
Other income not declared elsewhere2014-06-30$7,320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$108,940
Value of net assets at end of year (total assets less liabilities)2014-06-30$5,143,401
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$5,034,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in pooled separate accounts at end of year2014-06-30$3,965,488
Value of interest in pooled separate accounts at beginning of year2014-06-30$3,872,741
Interest on participant loans2014-06-30$15,548
Interest earned on other investments2014-06-30$33,056
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$1,001,136
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$963,337
Net investment gain/loss from pooled separate accounts2014-06-30$587,542
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$67,867
Employer contributions (assets) at beginning of year2014-06-30$3,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$849,654
Contract administrator fees2014-06-30$7,450
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30YOUNT, HYDE & BARBOUR P.C.
Accountancy firm EIN2014-06-30541149263
2013 : LEARY EDUCATIONAL FOUNDATION, INC. EMPLOYEE PSP 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$728,805
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$442,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$432,025
Value of total corrective distributions2013-06-30$2,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$296,379
Value of total assets at end of year2013-06-30$5,034,461
Value of total assets at beginning of year2013-06-30$4,747,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$7,580
Total interest from all sources2013-06-30$50,026
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$231,390
Participant contributions at end of year2013-06-30$186,074
Participant contributions at beginning of year2013-06-30$189,164
Participant contributions at end of year2013-06-30$9,267
Participant contributions at beginning of year2013-06-30$9,074
Other income not declared elsewhere2013-06-30$7,480
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$286,654
Value of net assets at end of year (total assets less liabilities)2013-06-30$5,034,461
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$4,747,807
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in pooled separate accounts at end of year2013-06-30$3,872,741
Value of interest in pooled separate accounts at beginning of year2013-06-30$3,554,784
Interest on participant loans2013-06-30$15,396
Interest earned on other investments2013-06-30$34,630
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$963,337
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$991,826
Net investment gain/loss from pooled separate accounts2013-06-30$374,920
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$64,989
Employer contributions (assets) at end of year2013-06-30$3,042
Employer contributions (assets) at beginning of year2013-06-30$2,959
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$432,025
Contract administrator fees2013-06-30$7,580
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30YOUNT, HYDE & BARBOUR P.C.
Accountancy firm EIN2013-06-30541149263
2012 : LEARY EDUCATIONAL FOUNDATION, INC. EMPLOYEE PSP 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$487,949
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$801,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$791,336
Value of total corrective distributions2012-06-30$2,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$344,667
Value of total assets at end of year2012-06-30$4,747,807
Value of total assets at beginning of year2012-06-30$5,061,537
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$8,025
Total interest from all sources2012-06-30$57,442
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$256,347
Participant contributions at end of year2012-06-30$189,164
Participant contributions at beginning of year2012-06-30$206,447
Participant contributions at end of year2012-06-30$9,074
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$6,852
Other income not declared elsewhere2012-06-30$6,931
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-313,730
Value of net assets at end of year (total assets less liabilities)2012-06-30$4,747,807
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$5,061,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in pooled separate accounts at end of year2012-06-30$3,554,784
Value of interest in pooled separate accounts at beginning of year2012-06-30$3,822,681
Interest on participant loans2012-06-30$16,653
Interest earned on other investments2012-06-30$40,789
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$991,826
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$1,032,409
Net investment gain/loss from pooled separate accounts2012-06-30$78,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$81,468
Employer contributions (assets) at end of year2012-06-30$2,959
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$791,336
Contract administrator fees2012-06-30$8,025
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30YOUNT, HYDE & BARBOUR P.C.
Accountancy firm EIN2012-06-30541149263
2011 : LEARY EDUCATIONAL FOUNDATION, INC. EMPLOYEE PSP 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$1,081,734
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$222,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$213,412
Value of total corrective distributions2011-06-30$1,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$314,483
Value of total assets at end of year2011-06-30$5,061,537
Value of total assets at beginning of year2011-06-30$4,201,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$7,090
Total interest from all sources2011-06-30$59,752
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$249,839
Participant contributions at end of year2011-06-30$206,447
Participant contributions at beginning of year2011-06-30$218,492
Other income not declared elsewhere2011-06-30$6,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$859,557
Value of net assets at end of year (total assets less liabilities)2011-06-30$5,061,537
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$4,201,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in pooled separate accounts at end of year2011-06-30$3,822,681
Value of interest in pooled separate accounts at beginning of year2011-06-30$3,021,411
Interest on participant loans2011-06-30$16,639
Interest earned on other investments2011-06-30$43,113
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$1,032,409
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$962,077
Net investment gain/loss from pooled separate accounts2011-06-30$700,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$64,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$213,412
Contract administrator fees2011-06-30$7,090
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30YOUNT, HYDE AND BARBOUR, P.C.
Accountancy firm EIN2011-06-30541149263

Form 5500 Responses for LEARY EDUCATIONAL FOUNDATION, INC. EMPLOYEE PSP

2021: LEARY EDUCATIONAL FOUNDATION, INC. EMPLOYEE PSP 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedYes
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: LEARY EDUCATIONAL FOUNDATION, INC. EMPLOYEE PSP 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01This submission is the final filingNo
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: LEARY EDUCATIONAL FOUNDATION, INC. EMPLOYEE PSP 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: LEARY EDUCATIONAL FOUNDATION, INC. EMPLOYEE PSP 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: LEARY EDUCATIONAL FOUNDATION, INC. EMPLOYEE PSP 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: LEARY EDUCATIONAL FOUNDATION, INC. EMPLOYEE PSP 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: LEARY EDUCATIONAL FOUNDATION, INC. EMPLOYEE PSP 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: LEARY EDUCATIONAL FOUNDATION, INC. EMPLOYEE PSP 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: LEARY EDUCATIONAL FOUNDATION, INC. EMPLOYEE PSP 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: LEARY EDUCATIONAL FOUNDATION, INC. EMPLOYEE PSP 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: LEARY EDUCATIONAL FOUNDATION, INC. EMPLOYEE PSP 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: LEARY EDUCATIONAL FOUNDATION, INC. EMPLOYEE PSP 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894949087
Policy instance 1
Insurance contract or identification number894949087
Number of Individuals Covered2
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894949087
Policy instance 1
Insurance contract or identification number894949087
Number of Individuals Covered2
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894949087
Policy instance 1
Insurance contract or identification number894949087
Number of Individuals Covered4
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894949087
Policy instance 1
Insurance contract or identification number894949087
Number of Individuals Covered3
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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
LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894949087
Policy instance 1
Insurance contract or identification number894949087
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number063931
Policy instance 1
Insurance contract or identification number063931
Number of Individuals Covered173
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $9,314
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
Commission paid to Insurance BrokerUSD $9,314
Insurance broker organization code?3
Insurance broker nameSIGNATOR INVESTORS INC
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number063931
Policy instance 1
Insurance contract or identification number063931
Number of Individuals Covered146
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $10,236
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
Commission paid to Insurance BrokerUSD $10,236
Insurance broker organization code?3
Insurance broker nameSIGNATOR INVESTORS INC
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number063931
Policy instance 1
Insurance contract or identification number063931
Number of Individuals Covered138
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number063931
Policy instance 1
Insurance contract or identification number063931
Number of Individuals Covered132
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number063931
Policy instance 1
Insurance contract or identification number063931
Number of Individuals Covered134
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number063931
Policy instance 1
Insurance contract or identification number063931
Number of Individuals Covered141
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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