401k Plan data: SUNGARDEN MONTESSORI TSA PLAN #3 plan

SUNGARDEN MONTESSORI TSA PLAN #3 401k Plan overview

Plan Name	SUNGARDEN MONTESSORI TSA PLAN #3
Plan identification number	003

SUNGARDEN MONTESSORI TSA PLAN #3 Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	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

SUNGARDEN MONTESSORI has sponsored the creation of one or more 401k plans.

Company Name: SUNGARDEN MONTESSORI

Employer identification number (EIN): 930825064

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUNGARDEN MONTESSORI TSA PLAN #3

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2013-01-01 YVETTE CUSHMAN-BATON 2014-08-04
003 2012-01-01 ANN MESSICK 2013-04-23 ANN MESSICK 2013-04-23
003 2011-01-01 ANN MESSICK
003 2009-01-01
003 2009-01-01 ANN MESSICK
003 2009-01-01 ANN MESSICK

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2013-01-01	YVETTE CUSHMAN-BATON	2014-08-04
003	2012-01-01	ANN MESSICK	2013-04-23	ANN MESSICK	2013-04-23
003	2011-01-01	ANN MESSICK
003	2009-01-01
003	2009-01-01	ANN MESSICK
003	2009-01-01	ANN MESSICK

Plan Statistics for SUNGARDEN MONTESSORI TSA PLAN #3

401k plan membership statisitcs for SUNGARDEN MONTESSORI TSA PLAN #3

Measure Date Value
2011: SUNGARDEN MONTESSORI TSA PLAN #3 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 0
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 1
Number of participants with account balances 2011-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: SUNGARDEN MONTESSORI TSA PLAN #3 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 0
Total of all active and inactive participants 2009-01-01 0
Total participants 2009-01-01 0
Number of participants with account balances 2009-01-01 0
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2011: SUNGARDEN MONTESSORI TSA PLAN #3 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	0
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	1
Number of participants with account balances	2011-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: SUNGARDEN MONTESSORI TSA PLAN #3 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	0
Total of all active and inactive participants	2009-01-01	0
Total participants	2009-01-01	0
Number of participants with account balances	2009-01-01	0
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SUNGARDEN MONTESSORI TSA PLAN #3

Measure	Date	Value
2011 : SUNGARDEN MONTESSORI TSA PLAN #3 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$0
Expenses. Total of all expenses incurred	2011-12-31	$0
Benefits paid (including direct rollovers)	2011-12-31	$0
Total plan assets at end of year	2011-12-31	$3,616
Total plan assets at beginning of year	2011-12-31	$3,668
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$0
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$0
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,616
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,668
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
2010 : SUNGARDEN MONTESSORI TSA PLAN #3 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$0
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$3,668
Total plan assets at beginning of year	2010-12-31	$3,452
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$0
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$0
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,668
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$3,452
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
2009 : SUNGARDEN MONTESSORI TSA PLAN #3 2009 401k financial data
Transfers to/from the plan	2009-12-31	$0
Total income from all sources	2009-12-31	$0
Expenses. Total of all expenses incurred	2009-12-31	$1,875
Benefits paid (including direct rollovers)	2009-12-31	$1,875
Total plan assets at end of year	2009-12-31	$0
Total plan assets at beginning of year	2009-12-31	$1,875
Total contributions received or receivable from participants	2009-12-31	$0
Expenses. Other expenses not covered elsewhere	2009-12-31	$0
Contributions received from other sources (not participants or employers)	2009-12-31	$0
Other income received	2009-12-31	$0
Noncash contributions received	2009-12-31	$0
Net income (gross income less expenses)	2009-12-31	$-1,875
Net plan assets at end of year (total assets less liabilities)	2009-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2009-12-31	$1,875
Total contributions received or receivable from employer(s)	2009-12-31	$0
Value of certain deemed distributions of participant loans	2009-12-31	$0
Value of corrective distributions	2009-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2009-12-31	$0

Form 5500 Responses for SUNGARDEN MONTESSORI TSA PLAN #3

2011: SUNGARDEN MONTESSORI TSA PLAN #3 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	First time form 5500 has been submitted	Yes
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2009: SUNGARDEN MONTESSORI TSA PLAN #3 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	Yes
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

732538 001

Policy instance

Insurance contract or identification number	732538 001
Number of Individuals Covered	1
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

732538 001

Policy instance

Insurance contract or identification number	732538 001
Number of Individuals Covered	1
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
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 contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $0
Insurance broker organization code?	3
Insurance broker name	N/A

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

732538 001

Policy instance

Insurance contract or identification number	732538 001
Number of Individuals Covered	1
Insurance policy start date	2009-01-01
Insurance policy end date	2009-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

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Company Name:	SUNGARDEN MONTESSORI
Employer identification number (EIN):	930825064
NAIC Classification:	611000