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AUSTIN WALDORF SCHOOL 403(B) DC AND TDA PLAN 401k Plan overview

Plan NameAUSTIN WALDORF SCHOOL 403(B) DC AND TDA PLAN
Plan identification number 001

AUSTIN WALDORF SCHOOL 403(B) DC AND TDA 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.

401k Sponsoring company profile

AUSTIN WALDORF SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:AUSTIN WALDORF SCHOOL
Employer identification number (EIN):742176835
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AUSTIN WALDORF SCHOOL 403(B) DC AND TDA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01SUZANNE CHARIOUI2024-04-04 SUZANNE CHARIOUI2024-04-04
0012021-07-01MELINDA MADURAI2023-01-27 MELINDA MADURAI2023-01-27
0012020-07-01MELINDA MADURAI2022-01-06 MELINDA MADURAI2022-01-06
0012019-07-01SUZANNE CHARIOUI2021-03-26 SUZANNE CHARIOUI2021-03-26
0012018-07-01LEE UERKWITZ2020-01-14 LEE UERKWITZ2020-01-14
0012017-07-01LEE UERKWITZ2018-12-12 LEE UERKWITZ2018-12-12
0012016-07-01LEE UERKWITZ2017-12-11 LEE UERKWITZ2017-12-11
0012015-07-01LEE UERKWITZ2016-11-28 LEE UERKWITZ2016-11-28
0012014-07-01LEE UERKWITZ2015-12-09 LEE UERKWITZ2015-12-09
0012013-07-01LEE UERKWITZ2014-12-11 LEE UERKWITZ2014-12-11
0012012-07-01LEE UERKWITZ2013-10-30
0012011-07-01LEE UERKWITZ2012-11-15
0012011-06-01LEE UERKWITZ2011-12-12
0012010-06-01LEE UERKWITZ2011-11-15
0012008-06-01LEE UERKWITZ2011-10-21

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