401k Plan data: MONTESSORI SCHOOL OF ANDERSON RETIREMENT PLAN plan

MONTESSORI SCHOOL OF ANDERSON RETIREMENT PLAN 401k Plan overview

Plan Name	MONTESSORI SCHOOL OF ANDERSON RETIREMENT PLAN
Plan identification number	001

MONTESSORI SCHOOL OF ANDERSON RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.

401k Sponsoring company profile

MONTESSORI SCHOOL OF ANDERSON has sponsored the creation of one or more 401k plans.

Company Name: MONTESSORI SCHOOL OF ANDERSON

Employer identification number (EIN): 570570198

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONTESSORI SCHOOL OF ANDERSON RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-08-01 DANA HILL 2023-12-01 DANA HILL 2023-12-01
001 2021-08-01 DANA HILL 2022-12-07 DANA HILL 2022-12-07
001 2020-08-01 DANA HILL 2022-02-14 DANA HILL 2022-02-14
001 2020-08-01 DANA HILL 2022-12-07 DANA HILL 2022-12-07
001 2019-08-01 DANA HILL 2022-02-14 DANA HILL 2022-02-14
001 2017-08-01 DANA HILL 2018-11-20 DANA HILL 2018-11-20
001 2016-08-01 GLORIA HARMON 2017-12-14
001 2015-08-01 GLORIA HARMON
001 2014-08-01 GLORIA HARMON
001 2013-08-01 GLORIA HARMON
001 2012-08-01 GLORIA HARMON
001 2011-08-01 GLORIA HARMON
001 2010-08-01 GLORIA HARMON
001 2009-08-01 GLORIA HARMON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-08-01	DANA HILL	2023-12-01	DANA HILL	2023-12-01
001	2021-08-01	DANA HILL	2022-12-07	DANA HILL	2022-12-07
001	2020-08-01	DANA HILL	2022-02-14	DANA HILL	2022-02-14
001	2020-08-01	DANA HILL	2022-12-07	DANA HILL	2022-12-07
001	2019-08-01	DANA HILL	2022-02-14	DANA HILL	2022-02-14
001	2017-08-01	DANA HILL	2018-11-20	DANA HILL	2018-11-20
001	2016-08-01	GLORIA HARMON	2017-12-14
001	2015-08-01	GLORIA HARMON
001	2014-08-01	GLORIA HARMON
001	2013-08-01	GLORIA HARMON
001	2012-08-01	GLORIA HARMON
001	2011-08-01	GLORIA HARMON
001	2010-08-01	GLORIA HARMON
001	2009-08-01	GLORIA HARMON

Plan Statistics for MONTESSORI SCHOOL OF ANDERSON RETIREMENT PLAN

401k plan membership statisitcs for MONTESSORI SCHOOL OF ANDERSON RETIREMENT PLAN

Measure Date Value
2015: MONTESSORI SCHOOL OF ANDERSON RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-08-01 18
Total number of active participants reported on line 7a of the Form 5500 2015-08-01 16
Total of all active and inactive participants 2015-08-01 16
Total participants 2015-08-01 16
2014: MONTESSORI SCHOOL OF ANDERSON RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-08-01 19
Total number of active participants reported on line 7a of the Form 5500 2014-08-01 18
Total of all active and inactive participants 2014-08-01 18
Total participants 2014-08-01 18
2013: MONTESSORI SCHOOL OF ANDERSON RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-08-01 19
Total number of active participants reported on line 7a of the Form 5500 2013-08-01 16
Total of all active and inactive participants 2013-08-01 16
Total participants 2013-08-01 16
2012: MONTESSORI SCHOOL OF ANDERSON RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-08-01 20
Total number of active participants reported on line 7a of the Form 5500 2012-08-01 19
Total of all active and inactive participants 2012-08-01 19
Total participants 2012-08-01 19
2011: MONTESSORI SCHOOL OF ANDERSON RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-08-01 20
Total number of active participants reported on line 7a of the Form 5500 2011-08-01 19
Total of all active and inactive participants 2011-08-01 19
Total participants 2011-08-01 19
2010: MONTESSORI SCHOOL OF ANDERSON RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-08-01 21
Total number of active participants reported on line 7a of the Form 5500 2010-08-01 21
Total of all active and inactive participants 2010-08-01 21
Total participants 2010-08-01 21
2009: MONTESSORI SCHOOL OF ANDERSON RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-08-01 21
Total number of active participants reported on line 7a of the Form 5500 2009-08-01 21
Total of all active and inactive participants 2009-08-01 21
Total participants 2009-08-01 21

Measure	Date	Value
2015: MONTESSORI SCHOOL OF ANDERSON RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-08-01	18
Total number of active participants reported on line 7a of the Form 5500	2015-08-01	16
Total of all active and inactive participants	2015-08-01	16
Total participants	2015-08-01	16
2014: MONTESSORI SCHOOL OF ANDERSON RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-08-01	19
Total number of active participants reported on line 7a of the Form 5500	2014-08-01	18
Total of all active and inactive participants	2014-08-01	18
Total participants	2014-08-01	18
2013: MONTESSORI SCHOOL OF ANDERSON RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-08-01	19
Total number of active participants reported on line 7a of the Form 5500	2013-08-01	16
Total of all active and inactive participants	2013-08-01	16
Total participants	2013-08-01	16
2012: MONTESSORI SCHOOL OF ANDERSON RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-08-01	20
Total number of active participants reported on line 7a of the Form 5500	2012-08-01	19
Total of all active and inactive participants	2012-08-01	19
Total participants	2012-08-01	19
2011: MONTESSORI SCHOOL OF ANDERSON RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-08-01	20
Total number of active participants reported on line 7a of the Form 5500	2011-08-01	19
Total of all active and inactive participants	2011-08-01	19
Total participants	2011-08-01	19
2010: MONTESSORI SCHOOL OF ANDERSON RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-08-01	21
Total number of active participants reported on line 7a of the Form 5500	2010-08-01	21
Total of all active and inactive participants	2010-08-01	21
Total participants	2010-08-01	21
2009: MONTESSORI SCHOOL OF ANDERSON RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-08-01	21
Total number of active participants reported on line 7a of the Form 5500	2009-08-01	21
Total of all active and inactive participants	2009-08-01	21
Total participants	2009-08-01	21

Form 5500 Responses for MONTESSORI SCHOOL OF ANDERSON RETIREMENT PLAN

2015: MONTESSORI SCHOOL OF ANDERSON RETIREMENT PLAN 2015 form 5500 responses
2015-08-01	Type of plan entity	Single employer plan
2015-08-01	Submission has been amended	No
2015-08-01	This submission is the final filing	No
2015-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-08-01	Plan is a collectively bargained plan	No
2015-08-01	Plan funding arrangement – General assets of the sponsor	Yes
2015-08-01	Plan benefit arrangement – General assets of the sponsor	Yes
2014: MONTESSORI SCHOOL OF ANDERSON RETIREMENT PLAN 2014 form 5500 responses
2014-08-01	Type of plan entity	Single employer plan
2014-08-01	First time form 5500 has been submitted	Yes
2014-08-01	Submission has been amended	No
2014-08-01	This submission is the final filing	No
2014-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-08-01	Plan is a collectively bargained plan	No
2014-08-01	Plan funding arrangement – General assets of the sponsor	Yes
2014-08-01	Plan benefit arrangement – General assets of the sponsor	Yes
2013: MONTESSORI SCHOOL OF ANDERSON RETIREMENT PLAN 2013 form 5500 responses
2013-08-01	Type of plan entity	Single employer plan
2013-08-01	First time form 5500 has been submitted	Yes
2013-08-01	Submission has been amended	No
2013-08-01	This submission is the final filing	No
2013-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-08-01	Plan is a collectively bargained plan	No
2013-08-01	Plan funding arrangement – General assets of the sponsor	Yes
2013-08-01	Plan benefit arrangement – General assets of the sponsor	Yes
2012: MONTESSORI SCHOOL OF ANDERSON RETIREMENT PLAN 2012 form 5500 responses
2012-08-01	Type of plan entity	Single employer plan
2012-08-01	Submission has been amended	No
2012-08-01	This submission is the final filing	No
2012-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-08-01	Plan is a collectively bargained plan	No
2012-08-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-08-01	Plan benefit arrangement – General assets of the sponsor	Yes
2011: MONTESSORI SCHOOL OF ANDERSON RETIREMENT PLAN 2011 form 5500 responses
2011-08-01	Type of plan entity	Single employer plan
2011-08-01	First time form 5500 has been submitted	Yes
2011-08-01	Submission has been amended	No
2011-08-01	This submission is the final filing	No
2011-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-08-01	Plan is a collectively bargained plan	No
2011-08-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-08-01	Plan benefit arrangement – General assets of the sponsor	Yes
2010: MONTESSORI SCHOOL OF ANDERSON RETIREMENT PLAN 2010 form 5500 responses
2010-08-01	Type of plan entity	Single employer plan
2010-08-01	Submission has been amended	No
2010-08-01	This submission is the final filing	No
2010-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-08-01	Plan is a collectively bargained plan	No
2010-08-01	Plan funding arrangement – General assets of the sponsor	Yes
2010-08-01	Plan benefit arrangement – General assets of the sponsor	Yes
2009: MONTESSORI SCHOOL OF ANDERSON RETIREMENT PLAN 2009 form 5500 responses
2009-08-01	Type of plan entity	Single employer plan
2009-08-01	First time form 5500 has been submitted	Yes
2009-08-01	Submission has been amended	No
2009-08-01	This submission is the final filing	No
2009-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-08-01	Plan is a collectively bargained plan	No
2009-08-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-08-01	Plan benefit arrangement – General assets of the sponsor	Yes

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Company Name:	MONTESSORI SCHOOL OF ANDERSON
Employer identification number (EIN):	570570198
NAIC Classification:	611000