401k Plan data: THE CHARTER SCHOOL OF EDUCATIONAL EXCELLENCE 401(K) PLAN plan

THE CHARTER SCHOOL OF EDUCATIONAL EXCELLENCE 401(K) PLAN 401k Plan overview

Plan Name	THE CHARTER SCHOOL OF EDUCATIONAL EXCELLENCE 401(K) PLAN
Plan identification number	001

THE CHARTER SCHOOL OF EDUCATIONAL EXCELLENCE 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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

THE CHARTER SCHOOL OF EDUCATIONAL EXCELLENCE has sponsored the creation of one or more 401k plans.

Company Name: THE CHARTER SCHOOL OF EDUCATIONAL EXCELLENCE

Employer identification number (EIN): 562453276

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CHARTER SCHOOL OF EDUCATIONAL EXCELLENCE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 PAUL AUGELLO 2024-10-03
001 2022-01-01 PAUL AUGELLO 2023-09-25
001 2021-01-01 PAUL AUGELLO 2022-10-04
001 2020-01-01 PAUL AUGELLO 2021-09-10
001 2019-01-01 CHRISTINE MILLER 2020-09-18
001 2018-01-01 ANTONIA CHRISTIAN 2019-10-03
001 2017-01-01 ANTONIA CHRISTIAN 2018-09-20
001 2016-01-01 ANTONIA CHRISTIAN 2017-10-13
001 2015-01-01 ANTONIA CHRISTIAN 2016-10-10 ANTONIA CHRISTAN 2016-10-10
001 2014-01-01 ANTONIA CHRISTIAN 2015-10-07 ANTONIA CHRISTAN 2015-10-07
001 2013-01-01 PAUL AUGELLO 2014-08-18 PAUL AUGELLO 2014-08-18
001 2012-01-01 PAUL AUGELLO 2013-09-11
001 2011-01-01 PAUL AUGELLO 2012-07-31 PAUL AUGELLO 2012-07-31
001 2010-01-01 PAUL AUGELLO 2011-05-14 PAUL AUGELLO 2011-05-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	PAUL AUGELLO	2024-10-03
001	2022-01-01	PAUL AUGELLO	2023-09-25
001	2021-01-01	PAUL AUGELLO	2022-10-04
001	2020-01-01	PAUL AUGELLO	2021-09-10
001	2019-01-01	CHRISTINE MILLER	2020-09-18
001	2018-01-01	ANTONIA CHRISTIAN	2019-10-03
001	2017-01-01	ANTONIA CHRISTIAN	2018-09-20
001	2016-01-01	ANTONIA CHRISTIAN	2017-10-13
001	2015-01-01	ANTONIA CHRISTIAN	2016-10-10	ANTONIA CHRISTAN	2016-10-10
001	2014-01-01	ANTONIA CHRISTIAN	2015-10-07	ANTONIA CHRISTAN	2015-10-07
001	2013-01-01	PAUL AUGELLO	2014-08-18	PAUL AUGELLO	2014-08-18
001	2012-01-01	PAUL AUGELLO	2013-09-11
001	2011-01-01	PAUL AUGELLO	2012-07-31	PAUL AUGELLO	2012-07-31
001	2010-01-01	PAUL AUGELLO	2011-05-14	PAUL AUGELLO	2011-05-14

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Company Name:	THE CHARTER SCHOOL OF EDUCATIONAL EXCELLENCE
Employer identification number (EIN):	562453276
NAIC Classification:	611000