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PORTER-GAUD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NamePORTER-GAUD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

PORTER-GAUD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

PORTER-GAUD SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:PORTER-GAUD SCHOOL
Employer identification number (EIN):570342032
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PORTER-GAUD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01D. DUBOSE EGLESTON, JR.
0012016-01-01D. DUBOSE EGLESTON, JR.
0012015-01-01D. DUBOSE EGLESTON, JR.
0012014-01-01D. DUBOSE EGLESTON, JR.
0012013-01-01D. DUBOSE EGLESTON, JR.
0012012-01-01D. DUBOSE EGLESTON, JR.
0012011-01-01D. DUBOSE EGLESTON, JR.
0012010-01-01D. DUBOSE EGLESTON, JR.
0012009-01-01D. DUBOSE EGLESTON, JR.

Plan Statistics for PORTER-GAUD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for PORTER-GAUD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022: PORTER-GAUD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01609
Total number of active participants reported on line 7a of the Form 55002022-01-01341
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01287
Total of all active and inactive participants2022-01-01628
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01629
Number of participants with account balances2022-01-01622
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PORTER-GAUD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01593
Total number of active participants reported on line 7a of the Form 55002021-01-01359
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01249
Total of all active and inactive participants2021-01-01608
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01609
Number of participants with account balances2021-01-01602
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PORTER-GAUD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01571
Total number of active participants reported on line 7a of the Form 55002020-01-01416
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01177
Total of all active and inactive participants2020-01-01593
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01593
Number of participants with account balances2020-01-01584
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PORTER-GAUD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01546
Total number of active participants reported on line 7a of the Form 55002019-01-01399
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01171
Total of all active and inactive participants2019-01-01570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01571
Number of participants with account balances2019-01-01563
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PORTER-GAUD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01525
Total number of active participants reported on line 7a of the Form 55002018-01-01378
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01168
Total of all active and inactive participants2018-01-01546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01546
Number of participants with account balances2018-01-01538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PORTER-GAUD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01505
Total number of active participants reported on line 7a of the Form 55002017-01-01361
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01164
Total of all active and inactive participants2017-01-01525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01525
Number of participants with account balances2017-01-01517
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PORTER-GAUD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01492
Total number of active participants reported on line 7a of the Form 55002016-01-01348
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01157
Total of all active and inactive participants2016-01-01505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01505
Number of participants with account balances2016-01-01495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PORTER-GAUD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01479
Total number of active participants reported on line 7a of the Form 55002015-01-01348
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01144
Total of all active and inactive participants2015-01-01492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01492
Number of participants with account balances2015-01-01484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PORTER-GAUD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01481
Total number of active participants reported on line 7a of the Form 55002014-01-01370
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01109
Total of all active and inactive participants2014-01-01479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01479
Number of participants with account balances2014-01-01470
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PORTER-GAUD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01461
Total number of active participants reported on line 7a of the Form 55002013-01-01392
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0188
Total of all active and inactive participants2013-01-01480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01481
Number of participants with account balances2013-01-01454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PORTER-GAUD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01444
Total number of active participants reported on line 7a of the Form 55002012-01-01388
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0173
Total of all active and inactive participants2012-01-01461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01461
Number of participants with account balances2012-01-01428
2011: PORTER-GAUD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01428
Total number of active participants reported on line 7a of the Form 55002011-01-01389
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0154
Total of all active and inactive participants2011-01-01443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01444
Number of participants with account balances2011-01-01414
2010: PORTER-GAUD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01352
Total number of active participants reported on line 7a of the Form 55002010-01-01374
Number of other retired or separated participants entitled to future benefits2010-01-0154
Total of all active and inactive participants2010-01-01428
Total participants2010-01-01428
Number of participants with account balances2010-01-01398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: PORTER-GAUD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01374
Total number of active participants reported on line 7a of the Form 55002009-01-01298
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0174
Total of all active and inactive participants2009-01-01372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01372
Number of participants with account balances2009-01-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PORTER-GAUD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2022 : PORTER-GAUD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,662,857
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,965,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,915,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,771,021
Value of total assets at end of year2022-12-31$44,699,289
Value of total assets at beginning of year2022-12-31$50,327,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$49,641
Total interest from all sources2022-12-31$409,628
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$505,279
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$505,279
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$887,559
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$269,690
Other income not declared elsewhere2022-12-31$26,949
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,628,155
Value of net assets at end of year (total assets less liabilities)2022-12-31$44,699,289
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$50,327,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$32,504,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$38,429,008
Value of interest in pooled separate accounts at end of year2022-12-31$2,028,130
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,836,308
Interest earned on other investments2022-12-31$409,628
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$10,166,935
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$10,062,128
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,532,763
Net investment gain/loss from pooled separate accounts2022-12-31$157,029
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,613,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,915,657
Contract administrator fees2022-12-31$49,641
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LEGARE BAILEY & HINSKE, LLC
Accountancy firm EIN2022-12-31263745514
2021 : PORTER-GAUD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$6,667
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$8,171,409
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,593,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,530,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,465,298
Value of total assets at end of year2021-12-31$50,327,444
Value of total assets at beginning of year2021-12-31$44,742,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$62,518
Total interest from all sources2021-12-31$349,163
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,210,475
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,210,475
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$814,412
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$62,049
Other income not declared elsewhere2021-12-31$40,641
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,578,124
Value of net assets at end of year (total assets less liabilities)2021-12-31$50,327,444
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$44,742,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$38,429,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$32,860,305
Value of interest in pooled separate accounts at end of year2021-12-31$1,836,308
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,578,021
Interest earned on other investments2021-12-31$349,163
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$10,062,128
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$10,304,327
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$241,432
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,824,041
Net investment gain/loss from pooled separate accounts2021-12-31$281,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,588,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,289,335
Contract administrator fees2021-12-31$62,518
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31LEGARE BAILEY & HINSKE, LLC
Accountancy firm EIN2021-12-31263745514
2020 : PORTER-GAUD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$7,264,801
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,557,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,512,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,203,398
Value of total assets at end of year2020-12-31$44,742,653
Value of total assets at beginning of year2020-12-31$40,035,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$45,502
Total interest from all sources2020-12-31$404,690
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$396,463
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$396,463
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$744,741
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$16,220
Other income not declared elsewhere2020-12-31$23,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,706,881
Value of net assets at end of year (total assets less liabilities)2020-12-31$44,742,653
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$40,035,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$32,860,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$27,798,404
Value of interest in pooled separate accounts at end of year2020-12-31$1,578,021
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,617,671
Interest earned on other investments2020-12-31$404,690
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$10,304,327
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$10,619,697
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$529,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,250,811
Net investment gain/loss from pooled separate accounts2020-12-31$-13,711
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,442,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,982,627
Contract administrator fees2020-12-31$45,502
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LEGARE BAILEY & HINSKE, LLC
Accountancy firm EIN2020-12-31263745514
2019 : PORTER-GAUD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$8,091,845
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,034,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,008,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,343,997
Value of total assets at end of year2019-12-31$40,035,772
Value of total assets at beginning of year2019-12-31$33,978,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$26,807
Total interest from all sources2019-12-31$413,441
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$328,189
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$328,189
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$1,345,381
Amount contributed by the employer to the plan for this plan year2019-12-31$1,345,381
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$764,204
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$234,412
Other income not declared elsewhere2019-12-31$22,954
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,056,873
Value of net assets at end of year (total assets less liabilities)2019-12-31$40,035,772
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$33,978,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$27,798,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,839,681
Value of interest in pooled separate accounts at end of year2019-12-31$1,617,671
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,568,046
Interest earned on other investments2019-12-31$413,441
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$10,619,697
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$10,571,172
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$261,439
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,897,123
Net investment gain/loss from pooled separate accounts2019-12-31$86,141
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,345,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,746,726
Contract administrator fees2019-12-31$26,807
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LEGARE BAILEY & HINSKE, LLC
Accountancy firm EIN2019-12-31263745514
2018 : PORTER-GAUD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$819,316
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,927,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,913,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,037,748
Value of total assets at end of year2018-12-31$33,978,899
Value of total assets at beginning of year2018-12-31$35,086,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$13,720
Total interest from all sources2018-12-31$417,658
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$295,814
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$295,814
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$1,278,626
Amount contributed by the employer to the plan for this plan year2018-12-31$1,278,626
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$753,290
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$5,832
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,108,073
Value of net assets at end of year (total assets less liabilities)2018-12-31$33,978,899
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$35,086,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$21,839,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$23,366,827
Value of interest in pooled separate accounts at end of year2018-12-31$1,568,046
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,491,151
Interest earned on other investments2018-12-31$417,658
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$10,571,172
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$10,228,994
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$86,123
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,003,764
Net investment gain/loss from pooled separate accounts2018-12-31$71,860
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,278,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,827,546
Contract administrator fees2018-12-31$13,720
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31LEGARE BAILEY & HINSKE, LLC
Accountancy firm EIN2018-12-31263745514
2017 : PORTER-GAUD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$6,216,557
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,949,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,931,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,035,576
Value of total assets at end of year2017-12-31$35,086,972
Value of total assets at beginning of year2017-12-31$30,819,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$18,145
Total interest from all sources2017-12-31$400,938
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$191,228
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$191,228
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$1,188,064
Amount contributed by the employer to the plan for this plan year2017-12-31$1,188,064
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$745,889
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$51,962
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$101,623
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,267,284
Value of net assets at end of year (total assets less liabilities)2017-12-31$35,086,972
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$30,819,688
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$23,366,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$19,056,684
Value of interest in pooled separate accounts at end of year2017-12-31$1,491,151
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,524,099
Interest earned on other investments2017-12-31$400,938
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$10,228,994
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$10,108,983
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,524,227
Net investment gain/loss from pooled separate accounts2017-12-31$64,588
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,188,064
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$77,960
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,931,128
Contract administrator fees2017-12-31$18,145
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31LEGARE BAILEY & HINSKE, LLC
Accountancy firm EIN2017-12-31263745514
2016 : PORTER-GAUD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,625,154
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,408,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,399,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,850,035
Value of total assets at end of year2016-12-31$30,819,688
Value of total assets at beginning of year2016-12-31$28,603,343
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,753
Total interest from all sources2016-12-31$428,663
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$126,667
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$126,667
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$1,124,024
Amount contributed by the employer to the plan for this plan year2016-12-31$1,124,024
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$710,577
Participant contributions at end of year2016-12-31$51,962
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$15,434
Administrative expenses (other) incurred2016-12-31$70
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,216,345
Value of net assets at end of year (total assets less liabilities)2016-12-31$30,819,688
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$28,603,343
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$19,056,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$17,222,656
Value of interest in pooled separate accounts at end of year2016-12-31$1,524,099
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,428,682
Interest on participant loans2016-12-31$1
Interest earned on other investments2016-12-31$428,662
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$10,108,983
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$9,952,005
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$139,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,144,681
Net investment gain/loss from pooled separate accounts2016-12-31$75,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,124,024
Employer contributions (assets) at end of year2016-12-31$77,960
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,259,242
Contract administrator fees2016-12-31$9,683
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31LEGARE BAILEY & HINSKE, LLC
Accountancy firm EIN2016-12-31263745514
2015 : PORTER-GAUD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,428,472
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,271,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,265,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,971,966
Value of total assets at end of year2015-12-31$28,603,343
Value of total assets at beginning of year2015-12-31$28,446,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,672
Total interest from all sources2015-12-31$403,924
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$118,223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$118,223
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$1,114,861
Amount contributed by the employer to the plan for this plan year2015-12-31$1,114,861
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$678,257
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$178,848
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$156,952
Value of net assets at end of year (total assets less liabilities)2015-12-31$28,603,343
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$28,446,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$17,222,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$16,820,781
Value of interest in pooled separate accounts at end of year2015-12-31$1,428,682
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,428,650
Interest earned on other investments2015-12-31$403,924
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$9,952,005
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$10,196,960
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$426,288
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-177,606
Net investment gain/loss from pooled separate accounts2015-12-31$111,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,114,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,839,560
Contract administrator fees2015-12-31$5,672
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31LEGARE BAILEY & HINSKE, LLC
Accountancy firm EIN2015-12-31263745514
2014 : PORTER-GAUD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,368,250
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,440,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,440,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,755,333
Value of total assets at end of year2014-12-31$28,446,391
Value of total assets at beginning of year2014-12-31$27,519,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$604
Total interest from all sources2014-12-31$417,262
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$21,343
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$21,343
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$1,078,957
Amount contributed by the employer to the plan for this plan year2014-12-31$1,078,957
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$626,302
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$50,074
Other income not declared elsewhere2014-12-31$443
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$927,314
Value of net assets at end of year (total assets less liabilities)2014-12-31$28,446,391
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$27,519,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$16,820,781
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$16,013,263
Value of interest in pooled separate accounts at end of year2014-12-31$1,428,650
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,375,770
Interest earned on other investments2014-12-31$417,262
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$10,196,960
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$10,130,044
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$105,707
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,011,913
Net investment gain/loss from pooled separate accounts2014-12-31$161,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,078,957
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,334,625
Contract administrator fees2014-12-31$604
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31LEGARE BAILEY & HINSKE, LLC
Accountancy firm EIN2014-12-31263745514
2013 : PORTER-GAUD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$5,187,656
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,113,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,113,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,644,798
Value of total assets at end of year2013-12-31$27,519,077
Value of total assets at beginning of year2013-12-31$25,445,027
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$428,901
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$1,001,191
Amount contributed by the employer to the plan for this plan year2013-12-31$1,001,191
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$589,109
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$54,498
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,074,050
Value of net assets at end of year (total assets less liabilities)2013-12-31$27,519,077
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$25,445,027
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$16,013,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$13,729,427
Value of interest in pooled separate accounts at end of year2013-12-31$1,375,770
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,327,930
Interest earned on other investments2013-12-31$428,901
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$10,130,044
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$10,387,670
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$615,127
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,986,622
Net investment gain/loss from pooled separate accounts2013-12-31$127,335
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,001,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,498,479
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31LEGARE BAILEY & HINSKE, LLC
Accountancy firm EIN2013-12-31263745514
2012 : PORTER-GAUD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,781,372
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,437,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,437,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,598,608
Value of total assets at end of year2012-12-31$25,445,027
Value of total assets at beginning of year2012-12-31$23,101,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$404,967
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$965,986
Amount contributed by the employer to the plan for this plan year2012-12-31$965,986
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$600,191
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$7,102
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$32,431
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,343,454
Value of net assets at end of year (total assets less liabilities)2012-12-31$25,445,027
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$23,101,573
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$13,729,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,532,785
Value of interest in pooled separate accounts at end of year2012-12-31$1,327,930
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,202,583
Interest earned on other investments2012-12-31$404,967
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$10,387,670
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$10,338,681
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$319,547
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,655,041
Net investment gain/loss from pooled separate accounts2012-12-31$122,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$965,986
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$20,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,118,371
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LEGARE BAILEY & HINSKE, LLC
Accountancy firm EIN2012-12-31263745514
2011 : PORTER-GAUD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,867,134
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$687,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$687,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,594,916
Value of total assets at end of year2011-12-31$23,101,573
Value of total assets at beginning of year2011-12-31$21,922,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$34
Total interest from all sources2011-12-31$392,631
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$945,190
Amount contributed by the employer to the plan for this plan year2011-12-31$945,190
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$614,353
Participant contributions at end of year2011-12-31$7,102
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$35,373
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,179,532
Value of net assets at end of year (total assets less liabilities)2011-12-31$23,101,573
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$21,922,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,532,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,528,827
Value of interest in pooled separate accounts at end of year2011-12-31$1,202,583
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,047,772
Interest earned on other investments2011-12-31$392,631
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$10,338,681
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$9,345,442
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-255,779
Net investment gain/loss from pooled separate accounts2011-12-31$135,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$945,190
Employer contributions (assets) at end of year2011-12-31$20,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$687,568
Contract administrator fees2011-12-31$34
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LEGARE BAILEY & HINSKE, LLC
Accountancy firm EIN2011-12-31263745514
2010 : PORTER-GAUD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,274,884
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$801,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$801,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,528,644
Value of total assets at end of year2010-12-31$21,922,041
Value of total assets at beginning of year2010-12-31$19,448,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$341,092
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$931,661
Amount contributed by the employer to the plan for this plan year2010-12-31$931,661
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$556,650
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$44,887
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,473,730
Value of net assets at end of year (total assets less liabilities)2010-12-31$21,922,041
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,448,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$11,528,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,941,970
Value of interest in pooled separate accounts at end of year2010-12-31$1,047,772
Value of interest in pooled separate accounts at beginning of year2010-12-31$843,843
Interest earned on other investments2010-12-31$341,092
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$9,345,442
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$8,657,944
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$180,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,279,883
Net investment gain/loss from pooled separate accounts2010-12-31$125,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$927,107
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$4,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$620,818
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LEGARE BAILEY & HINSKE, LLC
Accountancy firm EIN2010-12-31263745514
2009 : PORTER-GAUD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$770,692
Amount contributed by the employer to the plan for this plan year2009-12-31$770,692

Form 5500 Responses for PORTER-GAUD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN

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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500609
Policy instance 1
Insurance contract or identification number500609
Number of Individuals Covered364
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500609
Policy instance 1
Insurance contract or identification number500609
Number of Individuals Covered370
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500609
Policy instance 1
Insurance contract or identification number500609
Number of Individuals Covered379
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500609
Policy instance 1
Insurance contract or identification number500609
Number of Individuals Covered385
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500609
Policy instance 1
Insurance contract or identification number500609
Number of Individuals Covered396
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500609
Policy instance 1
Insurance contract or identification number500609
Number of Individuals Covered409
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365173/365174
Policy instance 1
Insurance contract or identification number365173/365174
Number of Individuals Covered432
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365173/365174
Policy instance 1
Insurance contract or identification number365173/365174
Number of Individuals Covered446
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365173/365174
Policy instance 1
Insurance contract or identification number365173/365174
Number of Individuals Covered454
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365173/365174
Policy instance 1
Insurance contract or identification number365173/365174
Number of Individuals Covered461
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365173/365174
Policy instance 1
Insurance contract or identification number365173/365174
Number of Individuals Covered414
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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?Yes
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365173/365174
Policy instance 1
Insurance contract or identification number365173/365174
Number of Individuals Covered398
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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?Yes
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

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