401k Plan data: EQUALITY CHARTER SCHOOL plan

EQUALITY CHARTER SCHOOL 401k Plan overview

Plan Name	EQUALITY CHARTER SCHOOL
Plan identification number	001

EQUALITY CHARTER SCHOOL Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

EQUALITY CHARTER SCHOOL has sponsored the creation of one or more 401k plans.

Company Name: EQUALITY CHARTER SCHOOL

Employer identification number (EIN): 800338050

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EQUALITY CHARTER SCHOOL

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01
001 2021-07-01
001 2021-07-01
001 2020-07-01 JIRREL SMITH 2022-04-12
001 2019-07-01
001 2018-07-01
001 2018-07-01
001 2017-07-01 GABRIEL PARK 2019-02-15
001 2017-07-01 GABRIEL PARK 2020-04-09
001 2016-07-01 GABRIEL PARK 2018-04-09
001 2015-07-01 GABRIEL PARK 2017-01-10
001 2014-07-01 GABRIEL PARK 2016-03-15
001 2013-07-01 GABRIEL PARK 2014-09-08
001 2012-07-01 GABRIEL PARK 2014-01-15
001 2011-07-01 GABRIEL PARK 2013-02-12
001 2010-07-01 GABRIEL PARK 2011-11-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-07-01
001	2021-07-01
001	2021-07-01
001	2020-07-01	JIRREL SMITH	2022-04-12
001	2019-07-01
001	2018-07-01
001	2018-07-01
001	2017-07-01	GABRIEL PARK	2019-02-15
001	2017-07-01	GABRIEL PARK	2020-04-09
001	2016-07-01	GABRIEL PARK	2018-04-09
001	2015-07-01	GABRIEL PARK	2017-01-10
001	2014-07-01	GABRIEL PARK	2016-03-15
001	2013-07-01	GABRIEL PARK	2014-09-08
001	2012-07-01	GABRIEL PARK	2014-01-15
001	2011-07-01	GABRIEL PARK	2013-02-12
001	2010-07-01	GABRIEL PARK	2011-11-28

Plan Statistics for EQUALITY CHARTER SCHOOL

401k plan membership statisitcs for EQUALITY CHARTER SCHOOL

Measure Date Value
2022: EQUALITY CHARTER SCHOOL 2022 401k membership
Total participants, beginning-of-year 2022-07-01 171
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 125
Number of retired or separated participants receiving benefits 2022-07-01 0
Number of other retired or separated participants entitled to future benefits 2022-07-01 58
Total of all active and inactive participants 2022-07-01 183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 183
Number of participants with account balances 2022-07-01 174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 5
2021: EQUALITY CHARTER SCHOOL 2021 401k membership
Total participants, beginning-of-year 2021-07-01 159
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 122
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 47
Total of all active and inactive participants 2021-07-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 169
Number of participants with account balances 2021-07-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 5
2020: EQUALITY CHARTER SCHOOL 2020 401k membership
Total participants, beginning-of-year 2020-07-01 159
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 118
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 42
Total of all active and inactive participants 2020-07-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 160
Number of participants with account balances 2020-07-01 152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 1
2019: EQUALITY CHARTER SCHOOL 2019 401k membership
Total participants, beginning-of-year 2019-07-01 165
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 118
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 42
Total of all active and inactive participants 2019-07-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 0
Total participants 2019-07-01 160
Number of participants with account balances 2019-07-01 152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 5
2018: EQUALITY CHARTER SCHOOL 2018 401k membership
Total participants, beginning-of-year 2018-07-01 162
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 127
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 35
Total of all active and inactive participants 2018-07-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 162
Number of participants with account balances 2018-07-01 150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 5

Measure	Date	Value
2022: EQUALITY CHARTER SCHOOL 2022 401k membership
Total participants, beginning-of-year	2022-07-01	171
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	125
Number of retired or separated participants receiving benefits	2022-07-01	0
Number of other retired or separated participants entitled to future benefits	2022-07-01	58
Total of all active and inactive participants	2022-07-01	183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	183
Number of participants with account balances	2022-07-01	174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	5
2021: EQUALITY CHARTER SCHOOL 2021 401k membership
Total participants, beginning-of-year	2021-07-01	159
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	122
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	47
Total of all active and inactive participants	2021-07-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	169
Number of participants with account balances	2021-07-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	5
2020: EQUALITY CHARTER SCHOOL 2020 401k membership
Total participants, beginning-of-year	2020-07-01	159
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	118
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	42
Total of all active and inactive participants	2020-07-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	160
Number of participants with account balances	2020-07-01	152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	1
2019: EQUALITY CHARTER SCHOOL 2019 401k membership
Total participants, beginning-of-year	2019-07-01	165
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	118
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	42
Total of all active and inactive participants	2019-07-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	0
Total participants	2019-07-01	160
Number of participants with account balances	2019-07-01	152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	5
2018: EQUALITY CHARTER SCHOOL 2018 401k membership
Total participants, beginning-of-year	2018-07-01	162
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	127
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	35
Total of all active and inactive participants	2018-07-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	162
Number of participants with account balances	2018-07-01	150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	5

Financial Data on EQUALITY CHARTER SCHOOL

Measure	Date	Value
2023 : EQUALITY CHARTER SCHOOL 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-06-30	$0
Total transfer of assets to this plan	2023-06-30	$0
Total transfer of assets from this plan	2023-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total income from all sources (including contributions)	2023-06-30	$1,990,708
Total loss/gain on sale of assets	2023-06-30	$0
Total of all expenses incurred	2023-06-30	$367,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$318,897
Expenses. Certain deemed distributions of participant loans	2023-06-30	$26,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$1,179,450
Value of total assets at end of year	2023-06-30	$7,167,590
Value of total assets at beginning of year	2023-06-30	$5,544,817
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$22,494
Total interest from all sources	2023-06-30	$8,912
Total dividends received (eg from common stock, registered investment company shares)	2023-06-30	$325,917
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-06-30	$325,917
Was this plan covered by a fidelity bond	2023-06-30	Yes
Value of fidelity bond cover	2023-06-30	$500,000
If this is an individual account plan, was there a blackout period	2023-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2023-06-30	No
Contributions received from participants	2023-06-30	$692,596
Participant contributions at end of year	2023-06-30	$156,345
Participant contributions at beginning of year	2023-06-30	$191,386
Participant contributions at end of year	2023-06-30	$27,872
Participant contributions at beginning of year	2023-06-30	$29,119
Income. Received or receivable in cash from other sources (including rollovers)	2023-06-30	$44,579
Administrative expenses (other) incurred	2023-06-30	$22,494
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Value of net income/loss	2023-06-30	$1,622,773
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$7,167,590
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$5,544,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-06-30	No
Were any leases to which the plan was party in default or uncollectible	2023-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-06-30	$6,614,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-06-30	$5,006,121
Interest on participant loans	2023-06-30	$8,912
Value of interest in common/collective trusts at end of year	2023-06-30	$349,539
Value of interest in common/collective trusts at beginning of year	2023-06-30	$298,003
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-06-30	$469,527
Net investment gain or loss from common/collective trusts	2023-06-30	$6,902
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	No
Was there a failure to transmit to the plan any participant contributions	2023-06-30	No
Has the plan failed to provide any benefit when due under the plan	2023-06-30	No
Contributions received in cash from employer	2023-06-30	$442,275
Employer contributions (assets) at end of year	2023-06-30	$19,522
Employer contributions (assets) at beginning of year	2023-06-30	$20,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$318,897
Did the plan have assets held for investment	2023-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-06-30	No
Opinion of an independent qualified public accountant for this plan	2023-06-30	Unqualified
Accountancy firm name	2023-06-30	BDO USA P.C.
Accountancy firm EIN	2023-06-30	135381590
2022 : EQUALITY CHARTER SCHOOL 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total transfer of assets to this plan	2022-06-30	$0
Total transfer of assets from this plan	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$170,468
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$615,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$584,146
Expenses. Certain deemed distributions of participant loans	2022-06-30	$6,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$1,141,507
Value of total assets at end of year	2022-06-30	$5,544,817
Value of total assets at beginning of year	2022-06-30	$5,990,200
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$24,761
Total interest from all sources	2022-06-30	$9,321
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$257,953
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$257,953
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$647,414
Participant contributions at end of year	2022-06-30	$191,386
Participant contributions at beginning of year	2022-06-30	$174,860
Participant contributions at end of year	2022-06-30	$29,119
Participant contributions at beginning of year	2022-06-30	$24,578
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$74,691
Administrative expenses (other) incurred	2022-06-30	$24,761
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-445,383
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$5,544,817
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$5,990,200
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$5,006,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$5,485,758
Interest on participant loans	2022-06-30	$9,321
Value of interest in common/collective trusts at end of year	2022-06-30	$298,003
Value of interest in common/collective trusts at beginning of year	2022-06-30	$288,540
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-1,242,165
Net investment gain or loss from common/collective trusts	2022-06-30	$3,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$419,402
Employer contributions (assets) at end of year	2022-06-30	$20,188
Employer contributions (assets) at beginning of year	2022-06-30	$16,464
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$584,146
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	BDO USA LLP
Accountancy firm EIN	2022-06-30	135381590
2021 : EQUALITY CHARTER SCHOOL 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total transfer of assets to this plan	2021-06-30	$0
Total transfer of assets from this plan	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$2,303,016
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$364,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$338,319
Expenses. Certain deemed distributions of participant loans	2021-06-30	$3,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$950,322
Value of total assets at end of year	2021-06-30	$5,990,200
Value of total assets at beginning of year	2021-06-30	$4,051,805
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$23,100
Total interest from all sources	2021-06-30	$8,958
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$147,813
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$147,813
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$406,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$571,844
Participant contributions at end of year	2021-06-30	$174,860
Participant contributions at beginning of year	2021-06-30	$155,411
Participant contributions at end of year	2021-06-30	$24,578
Participant contributions at beginning of year	2021-06-30	$20,247
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$5,970
Administrative expenses (other) incurred	2021-06-30	$23,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$1,938,395
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$5,990,200
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$4,051,805
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$5,485,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$3,593,183
Interest on participant loans	2021-06-30	$8,958
Value of interest in common/collective trusts at end of year	2021-06-30	$288,540
Value of interest in common/collective trusts at beginning of year	2021-06-30	$267,736
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$1,191,403
Net investment gain or loss from common/collective trusts	2021-06-30	$4,520
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$372,508
Employer contributions (assets) at end of year	2021-06-30	$16,464
Employer contributions (assets) at beginning of year	2021-06-30	$15,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$338,319
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Unqualified
Accountancy firm name	2021-06-30	BDO USA, LLP
Accountancy firm EIN	2021-06-30	135381590
2020 : EQUALITY CHARTER SCHOOL 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total transfer of assets to this plan	2020-06-30	$0
Total transfer of assets from this plan	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$1,063,329
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$239,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$213,630
Expenses. Certain deemed distributions of participant loans	2020-06-30	$9,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$853,878
Value of total assets at end of year	2020-06-30	$4,051,805
Value of total assets at beginning of year	2020-06-30	$3,228,259
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$17,038
Total interest from all sources	2020-06-30	$9,595
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$125,192
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$125,192
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$320,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$503,979
Participant contributions at end of year	2020-06-30	$155,411
Participant contributions at beginning of year	2020-06-30	$164,750
Participant contributions at end of year	2020-06-30	$20,247
Participant contributions at beginning of year	2020-06-30	$19,912
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$11,003
Other income not declared elsewhere	2020-06-30	$0
Administrative expenses (other) incurred	2020-06-30	$17,038
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$823,546
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$4,051,805
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$3,228,259
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$3,593,183
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$2,840,272
Interest on participant loans	2020-06-30	$9,595
Value of interest in common/collective trusts at end of year	2020-06-30	$267,736
Value of interest in common/collective trusts at beginning of year	2020-06-30	$187,283
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$69,856
Net investment gain or loss from common/collective trusts	2020-06-30	$4,808
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$338,896
Employer contributions (assets) at end of year	2020-06-30	$15,228
Employer contributions (assets) at beginning of year	2020-06-30	$16,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$213,630
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	MBAF CPAS, LLC
Accountancy firm EIN	2020-06-30	133842744
2019 : EQUALITY CHARTER SCHOOL 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total transfer of assets to this plan	2019-06-30	$0
Total transfer of assets from this plan	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$1,215,664
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$251,834
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$237,485
Expenses. Certain deemed distributions of participant loans	2019-06-30	$118
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$1,038,825
Value of total assets at end of year	2019-06-30	$3,192,305
Value of total assets at beginning of year	2019-06-30	$2,228,475
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$14,231
Total interest from all sources	2019-06-30	$7,461
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$104,968
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$104,968
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$223,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$454,599
Participant contributions at end of year	2019-06-30	$164,750
Participant contributions at beginning of year	2019-06-30	$118,291
Participant contributions at end of year	2019-06-30	$19,912
Participant contributions at beginning of year	2019-06-30	$18,217
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$23,546
Administrative expenses (other) incurred	2019-06-30	$14,231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$963,830
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$3,192,305
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$2,228,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$2,840,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$2,038,727
Interest on participant loans	2019-06-30	$7,461
Value of interest in common/collective trusts at end of year	2019-06-30	$187,283
Value of interest in common/collective trusts at beginning of year	2019-06-30	$71,457
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$61,685
Net investment gain or loss from common/collective trusts	2019-06-30	$2,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$560,680
Employer contributions (assets) at end of year	2019-06-30	$16,042
Employer contributions (assets) at beginning of year	2019-06-30	$288,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$237,485
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	MBAF
Accountancy firm EIN	2019-06-30	800338050

Form 5500 Responses for EQUALITY CHARTER SCHOOL

2022: EQUALITY CHARTER SCHOOL 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Submission has been amended	Yes
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	No
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: EQUALITY CHARTER SCHOOL 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: EQUALITY CHARTER SCHOOL 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: EQUALITY CHARTER SCHOOL 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: EQUALITY CHARTER SCHOOL 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	EQUALITY CHARTER SCHOOL
Employer identification number (EIN):	800338050
NAIC Classification:	611000