401k Plan data: SEATTLE WALDORF SCHOOL 403(B) TDA PLAN plan

SEATTLE WALDORF SCHOOL 403(B) TDA PLAN 401k Plan overview

Plan Name	SEATTLE WALDORF SCHOOL 403(B) TDA PLAN
Plan identification number	001

SEATTLE WALDORF SCHOOL 403(B) TDA PLAN Benefits

401k Plan Type

Defined 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)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

WALDORF SCHOOL ASSOCIATION OF SEATTLE has sponsored the creation of one or more 401k plans.

Company Name: WALDORF SCHOOL ASSOCIATION OF SEATTLE

Employer identification number (EIN): 911095411

NAIC Classification: 611000

Additional information about WALDORF SCHOOL ASSOCIATION OF SEATTLE

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 1979-07-05

Company Identification Number: 600376505

Legal Registered Office Address: 2728 NE 100TH ST

SEATTLE
United States of America (USA)
981257712

More information about WALDORF SCHOOL ASSOCIATION OF SEATTLE

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 MIKE EWANCIW 2023-10-15 MIKE EWANCIW 2023-10-15
001 2022-01-01 MIKE EWANCIW 2024-07-30 MIKE EWANCIW 2024-07-30
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 DAVE PON DAVE PON 2018-08-21
001 2016-01-01 DAVE PON 2017-10-12 DAVE PON 2017-10-12
001 2015-01-01 DAVE PON 2016-10-10 DAVE PON 2016-10-10
001 2014-01-01 DAVE PON 2015-10-06 DAVE PON 2015-10-06
001 2013-01-01 BEVERLY YONGE 2014-10-14 BEVERLY YONGE 2014-10-14
001 2012-01-01 BEVERLY YONGE 2013-10-02 BEVERLY YONGE 2013-10-02

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	MIKE EWANCIW	2023-10-15	MIKE EWANCIW	2023-10-15
001	2022-01-01	MIKE EWANCIW	2024-07-30	MIKE EWANCIW	2024-07-30
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	DAVE PON		DAVE PON	2018-08-21
001	2016-01-01	DAVE PON	2017-10-12	DAVE PON	2017-10-12
001	2015-01-01	DAVE PON	2016-10-10	DAVE PON	2016-10-10
001	2014-01-01	DAVE PON	2015-10-06	DAVE PON	2015-10-06
001	2013-01-01	BEVERLY YONGE	2014-10-14	BEVERLY YONGE	2014-10-14
001	2012-01-01	BEVERLY YONGE	2013-10-02	BEVERLY YONGE	2013-10-02

Plan Statistics for SEATTLE WALDORF SCHOOL 403(B) TDA PLAN

401k plan membership statisitcs for SEATTLE WALDORF SCHOOL 403(B) TDA PLAN

Measure Date Value
2022: SEATTLE WALDORF SCHOOL 403(B) TDA PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 122
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 60
Total of all active and inactive participants 2022-01-01 184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 184
Number of participants with account balances 2022-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: SEATTLE WALDORF SCHOOL 403(B) TDA PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 175
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 162
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 33
Total of all active and inactive participants 2021-01-01 195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 195
Number of participants with account balances 2021-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SEATTLE WALDORF SCHOOL 403(B) TDA PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 167
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 126
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 48
Total of all active and inactive participants 2020-01-01 174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 174
Number of participants with account balances 2020-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: SEATTLE WALDORF SCHOOL 403(B) TDA PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 175
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 152
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 39
Total of all active and inactive participants 2019-01-01 192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 192
Number of participants with account balances 2019-01-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 4
2018: SEATTLE WALDORF SCHOOL 403(B) TDA PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 198
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 169
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 35
Total of all active and inactive participants 2018-01-01 204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 204
Number of participants with account balances 2018-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 16
2017: SEATTLE WALDORF SCHOOL 403(B) TDA PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 178
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 16
Total of all active and inactive participants 2017-01-01 194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 194
Number of participants with account balances 2017-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3

Measure	Date	Value
2022: SEATTLE WALDORF SCHOOL 403(B) TDA PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	122
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	60
Total of all active and inactive participants	2022-01-01	184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	184
Number of participants with account balances	2022-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: SEATTLE WALDORF SCHOOL 403(B) TDA PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	175
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	162
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	33
Total of all active and inactive participants	2021-01-01	195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	195
Number of participants with account balances	2021-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SEATTLE WALDORF SCHOOL 403(B) TDA PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	167
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	126
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	48
Total of all active and inactive participants	2020-01-01	174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	174
Number of participants with account balances	2020-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: SEATTLE WALDORF SCHOOL 403(B) TDA PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	175
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	152
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	39
Total of all active and inactive participants	2019-01-01	192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	192
Number of participants with account balances	2019-01-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	4
2018: SEATTLE WALDORF SCHOOL 403(B) TDA PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	198
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	169
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	35
Total of all active and inactive participants	2018-01-01	204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	204
Number of participants with account balances	2018-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	16
2017: SEATTLE WALDORF SCHOOL 403(B) TDA PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	178
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	16
Total of all active and inactive participants	2017-01-01	194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	194
Number of participants with account balances	2017-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3

Financial Data on SEATTLE WALDORF SCHOOL 403(B) TDA PLAN

Measure	Date	Value
2022 : SEATTLE WALDORF SCHOOL 403(B) TDA PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$50
Total income from all sources (including contributions)	2022-12-31	$-286,718
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$114,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$108,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$282,304
Value of total assets at end of year	2022-12-31	$3,033,452
Value of total assets at beginning of year	2022-12-31	$3,435,213
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$6,193
Total interest from all sources	2022-12-31	$78
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$127,781
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$127,781
Administrative expenses professional fees incurred	2022-12-31	$3,548
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$209,528
Participant contributions at end of year	2022-12-31	$8,088
Administrative expenses (other) incurred	2022-12-31	$14
Liabilities. Value of operating payables at beginning of year	2022-12-31	$50
Total non interest bearing cash at end of year	2022-12-31	$341
Total non interest bearing cash at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-401,711
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$3,033,452
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$3,435,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$2,631
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$2,817,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$3,295,669
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$134,757
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$139,544
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$139,544
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$78
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-696,881
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$72,776
Employer contributions (assets) at end of year	2022-12-31	$72,776
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$108,800
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Disclaimer
Accountancy firm name	2022-12-31	GREENWOOD OHLUND & CO CPAS
Accountancy firm EIN	2022-12-31	122345678
2021 : SEATTLE WALDORF SCHOOL 403(B) TDA PLAN 2021 401k financial data
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$50
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	$791,180
Total of all expenses incurred	2021-12-31	$753,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$739,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$242,403
Value of total assets at end of year	2021-12-31	$3,435,213
Value of total assets at beginning of year	2021-12-31	$3,397,152
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$13,200
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$177,853
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$177,853
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$232,398
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$10,005
Administrative expenses (other) incurred	2021-12-31	$13,200
Liabilities. Value of operating payables at end of year	2021-12-31	$50
Liabilities. Value of operating payables at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$38,011
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$3,435,163
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,397,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$3,295,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$3,274,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$139,544
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$122,584
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$122,584
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$370,924
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$739,969
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	GREENWOOD OHLUND & CO. CPAS
Accountancy firm EIN	2021-12-31	122345678
2020 : SEATTLE WALDORF SCHOOL 403(B) TDA PLAN 2020 401k financial data
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$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	$200
Expenses. Interest paid	2020-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$690,843
Total of all expenses incurred	2020-12-31	$254,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$247,926
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$257,481
Value of total assets at end of year	2020-12-31	$3,397,152
Value of total assets at beginning of year	2020-12-31	$2,960,923
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$6,488
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$123,851
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$123,851
Administrative expenses professional fees incurred	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$257,481
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$6,488
Liabilities. Value of operating payables at end of year	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Income. Non cash contributions	2020-12-31	$0
Value of net income/loss	2020-12-31	$436,429
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,397,152
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,960,723
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$3,274,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,726,724
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$122,584
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$115,822
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$115,822
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$309,511
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$0
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$118,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$247,926
Contract administrator fees	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BDO USA, LLP
Accountancy firm EIN	2020-12-31	135381590
2019 : SEATTLE WALDORF SCHOOL 403(B) TDA PLAN 2019 401k financial data
Total transfer of assets to this plan	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$200
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$50
Total income from all sources (including contributions)	2019-12-31	$987,875
Total of all expenses incurred	2019-12-31	$476,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$440,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$473,705
Value of total assets at end of year	2019-12-31	$2,960,923
Value of total assets at beginning of year	2019-12-31	$2,449,172
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$36,247
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$110,011
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$110,011
Administrative expenses professional fees incurred	2019-12-31	$9,500
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$355,328
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$12,798
Administrative expenses (other) incurred	2019-12-31	$9,547
Liabilities. Value of operating payables at end of year	2019-12-31	$200
Liabilities. Value of operating payables at beginning of year	2019-12-31	$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$511,601
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,960,723
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,449,122
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$17,200
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,726,724
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,358,113
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$115,822
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$3,440
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$3,440
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$404,159
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$118,377
Employer contributions (assets) at end of year	2019-12-31	$118,377
Employer contributions (assets) at beginning of year	2019-12-31	$74,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$440,027
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BDO USA, LLP
Accountancy firm EIN	2019-12-31	135381590
2018 : SEATTLE WALDORF SCHOOL 403(B) TDA PLAN 2018 401k financial data
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$50
Expenses. Interest paid	2018-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$252,389
Total of all expenses incurred	2018-12-31	$172,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$147,267
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Value of total corrective distributions	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$441,252
Value of total assets at end of year	2018-12-31	$2,449,172
Value of total assets at beginning of year	2018-12-31	$2,368,947
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$24,947
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$98,694
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$98,694
Administrative expenses professional fees incurred	2018-12-31	$9,966
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$355,357
Participant contributions at end of year	2018-12-31	$12,798
Participant contributions at beginning of year	2018-12-31	$12,038
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$6,466
Liabilities. Value of operating payables at end of year	2018-12-31	$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Income. Non cash contributions	2018-12-31	$0
Value of net income/loss	2018-12-31	$80,175
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,449,122
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,368,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$8,515
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,358,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,257,917
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$3,440
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$3,452
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$3,452
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-287,557
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$85,895
Employer contributions (assets) at end of year	2018-12-31	$74,821
Employer contributions (assets) at beginning of year	2018-12-31	$95,540
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$147,267
Contract administrator fees	2018-12-31	$0
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	PETERSON SULLIVAN LLP
Accountancy firm EIN	2018-12-31	910605875
2017 : SEATTLE WALDORF SCHOOL 403(B) TDA PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$758,624
Total of all expenses incurred	2017-12-31	$88,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$88,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$461,408
Value of total assets at end of year	2017-12-31	$2,368,947
Value of total assets at beginning of year	2017-12-31	$1,698,991
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$250
Total interest from all sources	2017-12-31	$167
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$79,411
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$79,411
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$365,868
Participant contributions at end of year	2017-12-31	$12,038
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$0
Administrative expenses (other) incurred	2017-12-31	$250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$669,956
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,368,947
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,698,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$2,257,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,628,361
Value of interest in pooled separate accounts at end of year	2017-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$9,656
Interest earned on other investments	2017-12-31	$167
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$3,452
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$17,394
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$17,394
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$217,552
Net investment gain/loss from pooled separate accounts	2017-12-31	$86
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$95,540
Employer contributions (assets) at end of year	2017-12-31	$95,540
Employer contributions (assets) at beginning of year	2017-12-31	$43,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$88,418
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	JACOBSON JARVIS & CO.
Accountancy firm EIN	2017-12-31	912011386

Form 5500 Responses for SEATTLE WALDORF SCHOOL 403(B) TDA PLAN

2022: SEATTLE WALDORF SCHOOL 403(B) TDA PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SEATTLE WALDORF SCHOOL 403(B) TDA PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SEATTLE WALDORF SCHOOL 403(B) TDA PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SEATTLE WALDORF SCHOOL 403(B) TDA PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SEATTLE WALDORF SCHOOL 403(B) TDA PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SEATTLE WALDORF SCHOOL 403(B) TDA PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

358903

Policy instance

Insurance contract or identification number	358903
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

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Company Name:	WALDORF SCHOOL ASSOCIATION OF SEATTLE
Employer identification number (EIN):	911095411
NAIC Classification:	611000

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	1979-07-05
Company Identification Number:	600376505
Legal Registered Office Address:	2728 NE 100TH ST SEATTLE United States of America (USA) 981257712