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ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan NameATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION PLAN
Plan identification number 001

ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ATLANTA INTERNATIONAL SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:ATLANTA INTERNATIONAL SCHOOL
Employer identification number (EIN):581581116
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SAILY EIDIZADEH
0012017-01-01SAILY EIDIZADEH
0012016-01-01SAILY EIDIZADEH
0012015-01-01SAILY EIDIZADEH
0012014-01-01SAILY EIDIZADEH
0012013-01-01SAILY EIDIZADEH
0012012-01-01SAILY EIDIZADEH
0012011-01-01J. SCOTT MCDONALD
0012009-01-01J. SCOTT MCDONALD

Plan Statistics for ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION PLAN

Measure Date Value
2023: ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01419
Total number of active participants reported on line 7a of the Form 55002023-01-01252
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01202
Total of all active and inactive participants2023-01-01454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01454
Number of participants with account balances2023-01-01448
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01394
Total number of active participants reported on line 7a of the Form 55002022-01-01232
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01186
Total of all active and inactive participants2022-01-01418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01419
Number of participants with account balances2022-01-01412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01347
Total number of active participants reported on line 7a of the Form 55002021-01-01212
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01181
Total of all active and inactive participants2021-01-01393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01394
Number of participants with account balances2021-01-01382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01339
Total number of active participants reported on line 7a of the Form 55002020-01-01161
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01186
Total of all active and inactive participants2020-01-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01347
Number of participants with account balances2020-01-01340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01322
Total number of active participants reported on line 7a of the Form 55002019-01-01168
Number of other retired or separated participants entitled to future benefits2019-01-01171
Total of all active and inactive participants2019-01-01339
Total participants2019-01-01339
Number of participants with account balances2019-01-01333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01313
Total number of active participants reported on line 7a of the Form 55002018-01-01145
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01177
Total of all active and inactive participants2018-01-01322
Total participants2018-01-01322
Number of participants with account balances2018-01-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01297
Total number of active participants reported on line 7a of the Form 55002017-01-01141
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01172
Total of all active and inactive participants2017-01-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01313
Number of participants with account balances2017-01-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01284
Total number of active participants reported on line 7a of the Form 55002016-01-01128
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01166
Total of all active and inactive participants2016-01-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01294
Number of participants with account balances2016-01-01284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01272
Total number of active participants reported on line 7a of the Form 55002015-01-01123
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01164
Total of all active and inactive participants2015-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01287
Number of participants with account balances2015-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01257
Total number of active participants reported on line 7a of the Form 55002014-01-01130
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01142
Total of all active and inactive participants2014-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01272
Number of participants with account balances2014-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0117
2013: ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01266
Total number of active participants reported on line 7a of the Form 55002013-01-01120
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01144
Total of all active and inactive participants2013-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01264
Number of participants with account balances2013-01-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01236
Total number of active participants reported on line 7a of the Form 55002012-01-01121
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01143
Total of all active and inactive participants2012-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01266
Number of participants with account balances2012-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01222
Total number of active participants reported on line 7a of the Form 55002011-01-01131
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01105
Total of all active and inactive participants2011-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01236
Number of participants with account balances2011-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01211
Total number of active participants reported on line 7a of the Form 55002009-01-01196
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0120
Total of all active and inactive participants2009-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01216
Number of participants with account balances2009-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION PLAN

Measure Date Value
2023 : ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$7,667,247
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,411,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,372,525
Expenses. Certain deemed distributions of participant loans2023-12-31$3,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,345,294
Value of total assets at end of year2023-12-31$37,789,390
Value of total assets at beginning of year2023-12-31$31,533,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$35,266
Total interest from all sources2023-12-31$322,735
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$128,279
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$128,279
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,484,735
Participant contributions at end of year2023-12-31$49,644
Participant contributions at beginning of year2023-12-31$58,271
Assets. Other investments not covered elsewhere at end of year2023-12-31$7,814
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$7,494
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$23,408
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$6,255,620
Value of net assets at end of year (total assets less liabilities)2023-12-31$37,789,390
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$31,533,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$29,470,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$22,794,390
Value of interest in pooled separate accounts at end of year2023-12-31$1,183,499
Value of interest in pooled separate accounts at beginning of year2023-12-31$1,439,684
Interest on participant loans2023-12-31$2,593
Interest earned on other investments2023-12-31$320,142
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$7,077,517
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$7,233,931
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$5,059,022
Net investment gain/loss from pooled separate accounts2023-12-31$-188,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$837,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,372,525
Contract administrator fees2023-12-31$35,266
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31SMITH & HOWARD, P.C.
Accountancy firm EIN2023-12-31581250486
2022 : ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,633,279
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,246,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,194,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,238,662
Value of total assets at end of year2022-12-31$31,533,770
Value of total assets at beginning of year2022-12-31$36,413,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$51,787
Total interest from all sources2022-12-31$283,773
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$143,514
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$143,514
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,388,338
Participant contributions at end of year2022-12-31$58,271
Participant contributions at beginning of year2022-12-31$52,751
Assets. Other investments not covered elsewhere at end of year2022-12-31$7,494
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$78,317
Other income not declared elsewhere2022-12-31$36,633
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,879,912
Value of net assets at end of year (total assets less liabilities)2022-12-31$31,533,770
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$36,413,682
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$22,794,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$27,007,436
Value of interest in pooled separate accounts at end of year2022-12-31$1,439,684
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,499,209
Interest on participant loans2022-12-31$2,411
Interest earned on other investments2022-12-31$281,362
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$7,233,931
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$7,854,286
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$680,092
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,454,566
Net investment gain/loss from pooled separate accounts2022-12-31$118,705
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$772,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,514,754
Contract administrator fees2022-12-31$51,787
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 name2022-12-31SMITH & HOWARD, P.C.
Accountancy firm EIN2022-12-31581250486
2021 : ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$6,979,116
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,028,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,008,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,733,043
Value of total assets at end of year2021-12-31$36,413,682
Value of total assets at beginning of year2021-12-31$31,462,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$19,376
Total interest from all sources2021-12-31$242,676
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,251,972
Participant contributions at end of year2021-12-31$52,751
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$759,420
Other income not declared elsewhere2021-12-31$20,656
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$4,950,962
Value of net assets at end of year (total assets less liabilities)2021-12-31$36,413,682
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$31,462,720
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$27,007,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$23,251,688
Value of interest in pooled separate accounts at end of year2021-12-31$1,499,209
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,288,326
Interest on participant loans2021-12-31$1,156
Interest earned on other investments2021-12-31$241,520
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$7,854,286
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$6,922,706
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,761,113
Net investment gain/loss from pooled separate accounts2021-12-31$221,628
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$721,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,008,778
Contract administrator fees2021-12-31$19,376
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31SMITH & HOWARD, P.C.
Accountancy firm EIN2021-12-31581250486
2020 : ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION 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$6,002,227
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,205,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,205,709
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,874,019
Value of total assets at end of year2020-12-31$31,462,720
Value of total assets at beginning of year2020-12-31$27,666,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$269,433
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,135,647
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$64,240
Other income not declared elsewhere2020-12-31$14,242
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$3,796,518
Value of net assets at end of year (total assets less liabilities)2020-12-31$31,462,720
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$27,666,202
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$23,251,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$19,139,730
Value of interest in pooled separate accounts at end of year2020-12-31$1,288,326
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,292,739
Interest earned on other investments2020-12-31$269,433
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$6,922,706
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$7,233,733
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$931,819
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,855,672
Net investment gain/loss from pooled separate accounts2020-12-31$-11,139
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$674,132
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,273,890
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 name2020-12-31SMITH & HOWARD, P.C.
Accountancy firm EIN2020-12-31581250486
2019 : ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION 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$6,022,027
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$839,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$839,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,052,797
Value of total assets at end of year2019-12-31$27,666,202
Value of total assets at beginning of year2019-12-31$22,483,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$255,934
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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$643,942
Amount contributed by the employer to the plan for this plan year2019-12-31$643,942
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,095,962
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$312,893
Other income not declared elsewhere2019-12-31$44,390
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$5,182,373
Value of net assets at end of year (total assets less liabilities)2019-12-31$27,666,202
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,483,829
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$19,139,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,680,644
Value of interest in pooled separate accounts at end of year2019-12-31$1,292,739
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,098,456
Interest earned on other investments2019-12-31$255,934
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$7,233,733
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,704,729
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$151,852
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,607,178
Net investment gain/loss from pooled separate accounts2019-12-31$61,728
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$643,942
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$687,802
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 name2019-12-31SMITH & HOWARD, P.C.
Accountancy firm EIN2019-12-31581250486
2018 : ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$3,837
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$1,132,420
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,825,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,825,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,833,479
Value of total assets at end of year2018-12-31$22,483,829
Value of total assets at beginning of year2018-12-31$23,172,773
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$240,834
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$990,310
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$243,831
Other income not declared elsewhere2018-12-31$10,125
Administrative expenses (other) incurred2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-692,781
Value of net assets at end of year (total assets less liabilities)2018-12-31$22,483,829
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$23,172,773
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$14,680,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$16,380,727
Value of interest in pooled separate accounts at end of year2018-12-31$1,098,456
Value of interest in pooled separate accounts at beginning of year2018-12-31$947,356
Interest earned on other investments2018-12-31$240,834
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,704,729
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,844,690
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,000,528
Net investment gain/loss from pooled separate accounts2018-12-31$48,510
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
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$599,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,825,201
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 name2018-12-31SMITH & HOWARD, P.C.
Accountancy firm EIN2018-12-31581250486
2017 : ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,527,818
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,114,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,105,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,498,559
Value of total assets at end of year2017-12-31$23,172,773
Value of total assets at beginning of year2017-12-31$20,759,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$9,022
Total interest from all sources2017-12-31$214,159
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$892,807
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$60,947
Other income not declared elsewhere2017-12-31$3,821
Administrative expenses (other) incurred2017-12-31$9,022
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,413,281
Value of net assets at end of year (total assets less liabilities)2017-12-31$23,172,773
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$20,759,492
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$16,380,727
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$14,429,906
Value of interest in pooled separate accounts at end of year2017-12-31$947,356
Value of interest in pooled separate accounts at beginning of year2017-12-31$878,926
Interest earned on other investments2017-12-31$214,159
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,844,690
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,450,660
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,772,246
Net investment gain/loss from pooled separate accounts2017-12-31$39,033
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
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$544,805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,105,515
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 name2017-12-31SMITH & HOWARD, P.C.
Accountancy firm EIN2017-12-31581250486
2016 : ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,464,014
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$936,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$934,262
Expenses. Certain deemed distributions of participant loans2016-12-31$1,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,328,048
Value of total assets at end of year2016-12-31$20,759,492
Value of total assets at beginning of year2016-12-31$19,231,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$134
Total interest from all sources2016-12-31$215,130
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$830,309
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,137
Other income not declared elsewhere2016-12-31$4,013
Administrative expenses (other) incurred2016-12-31$134
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,527,996
Value of net assets at end of year (total assets less liabilities)2016-12-31$20,759,492
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,231,496
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$14,429,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,325,347
Value of interest in pooled separate accounts at end of year2016-12-31$878,926
Value of interest in pooled separate accounts at beginning of year2016-12-31$782,872
Interest earned on other investments2016-12-31$215,130
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,450,660
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,123,277
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$38,394
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$875,319
Net investment gain/loss from pooled separate accounts2016-12-31$41,504
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
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$494,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$895,868
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 name2016-12-31SMITH & HOWARD, P.C.
Accountancy firm EIN2016-12-31581250486
2015 : ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION 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$1,896,607
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,158,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,156,588
Expenses. Certain deemed distributions of participant loans2015-12-31$1,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,612,861
Value of total assets at end of year2015-12-31$19,231,496
Value of total assets at beginning of year2015-12-31$18,493,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$183,978
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$837,844
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$305,288
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$738,117
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,231,496
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,493,379
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$13,325,347
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,256,717
Value of interest in pooled separate accounts at end of year2015-12-31$782,872
Value of interest in pooled separate accounts at beginning of year2015-12-31$724,103
Interest on participant loans2015-12-31$183,978
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,123,277
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,512,559
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$222,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$37,770
Net investment gain/loss from pooled separate accounts2015-12-31$61,998
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
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$469,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$933,648
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 name2015-12-31SMITH & HOWARD, P.C.
Accountancy firm EIN2015-12-31581250486
2014 : ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION 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$2,301,178
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$208,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$206,234
Expenses. Certain deemed distributions of participant loans2014-12-31$1,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,174,086
Value of total assets at end of year2014-12-31$18,493,379
Value of total assets at beginning of year2014-12-31$16,400,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$174,875
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$723,060
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$28,008
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$2,093,079
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,493,379
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$16,400,300
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$13,256,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,670,762
Value of interest in pooled separate accounts at end of year2014-12-31$724,103
Value of interest in pooled separate accounts at beginning of year2014-12-31$582,535
Interest earned on other investments2014-12-31$174,875
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,512,559
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,147,003
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$877,970
Net investment gain/loss from pooled separate accounts2014-12-31$74,247
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
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$423,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$206,234
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 name2014-12-31SMITH & HOWARD, P.C.
Accountancy firm EIN2014-12-31581250486
2013 : ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,505,926
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$716,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$714,843
Expenses. Certain deemed distributions of participant loans2013-12-31$2,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,164,168
Value of total assets at end of year2013-12-31$16,400,300
Value of total assets at beginning of year2013-12-31$13,611,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$158,436
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$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$688,450
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$45,488
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$2,788,996
Value of net assets at end of year (total assets less liabilities)2013-12-31$16,400,300
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,611,304
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 pooled separate accounts at end of year2013-12-31$12,253,297
Value of interest in pooled separate accounts at beginning of year2013-12-31$9,909,259
Interest earned on other investments2013-12-31$158,436
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,147,003
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,702,045
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,133,665
Net investment gain/loss from pooled separate accounts2013-12-31$49,657
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$430,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$714,843
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 name2013-12-31SMITH & HOWARD, P.C.
Accountancy firm EIN2013-12-31581250486
2012 : ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION 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$2,370,701
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$506,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$506,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,068,538
Value of total assets at end of year2012-12-31$13,611,304
Value of total assets at beginning of year2012-12-31$11,747,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$142,933
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$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$620,202
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$34,071
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,864,194
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,611,304
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,747,110
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 pooled separate accounts at end of year2012-12-31$9,909,259
Value of interest in pooled separate accounts at beginning of year2012-12-31$8,306,275
Interest earned on other investments2012-12-31$142,933
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,702,045
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,440,835
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,115,204
Net investment gain/loss from pooled separate accounts2012-12-31$44,026
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$414,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$506,507
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 name2012-12-31SMITH & HOWARD, P.C.
Accountancy firm EIN2012-12-31581250486
2011 : ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION 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$1,106,295
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$220,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$220,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,076,171
Value of total assets at end of year2011-12-31$11,747,110
Value of total assets at beginning of year2011-12-31$10,860,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$131,693
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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$564,146
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$124,100
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$886,211
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,747,110
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,860,899
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 pooled separate accounts at end of year2011-12-31$8,306,275
Value of interest in pooled separate accounts at beginning of year2011-12-31$7,697,569
Interest earned on other investments2011-12-31$131,693
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,440,835
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,163,330
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-146,654
Net investment gain/loss from pooled separate accounts2011-12-31$45,085
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$387,925
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$220,084
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 name2011-12-31SMITH & HOWARD
Accountancy firm EIN2011-12-31581250486
2010 : ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION 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$1,865,509
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$743,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$743,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$863,746
Value of total assets at end of year2010-12-31$10,860,899
Value of total assets at beginning of year2010-12-31$9,738,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
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 bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$514,008
Other income not declared elsewhere2010-12-31$115,786
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,122,278
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,860,899
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,738,621
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 pooled separate accounts at end of year2010-12-31$7,697,569
Value of interest in pooled separate accounts at beginning of year2010-12-31$6,849,191
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,163,330
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,889,430
Net investment gain/loss from pooled separate accounts2010-12-31$885,977
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$349,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$743,231
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 name2010-12-31SMITH & HOWARD
Accountancy firm EIN2010-12-31581250486
2009 : ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION PLAN

2023: ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION 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: ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION 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 benefit arrangement – InsuranceYes
2019: ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION 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 benefit arrangement – InsuranceYes
2018: ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION 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: ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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: ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION 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: ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ATLANTA INTERNATIONAL SCHOOL DEFINED CONTRIBUTION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365193
Policy instance 1
Insurance contract or identification number365193
Number of Individuals Covered368
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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 number365193
Policy instance 1
Insurance contract or identification number365193
Number of Individuals Covered374
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 number365193, 365194
Policy instance 1
Insurance contract or identification number365193, 365194
Number of Individuals Covered324
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 number365193, 365194
Policy instance 1
Insurance contract or identification number365193, 365194
Number of Individuals Covered326
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 number365193, 365194
Policy instance 1
Insurance contract or identification number365193, 365194
Number of Individuals Covered333
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 number365193, 365194
Policy instance 1
Insurance contract or identification number365193, 365194
Number of Individuals Covered428
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 number365193, 365194
Policy instance 1
Insurance contract or identification number365193, 365194
Number of Individuals Covered412
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 number365193, 365194
Policy instance 1
Insurance contract or identification number365193, 365194
Number of Individuals Covered376
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 number365193, 365194
Policy instance 1
Insurance contract or identification number365193, 365194
Number of Individuals Covered237
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 LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60142 )
Policy contract number365193, 365194
Policy instance 1
Insurance contract or identification number365193, 365194
Number of Individuals Covered254
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 LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60142 )
Policy contract number365193, 365194
Policy instance 1
Insurance contract or identification number365193, 365194
Number of Individuals Covered266
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 LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60142 )
Policy contract number365193, 365194
Policy instance 1
Insurance contract or identification number365193, 365194
Number of Individuals Covered224
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 LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60142 )
Policy contract number365193, 365194
Policy instance 1
Insurance contract or identification number365193, 365194
Number of Individuals Covered222
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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