ST. ALBANS COUNTRY DAY SCHOOL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ST. ALBANS COUNTRY DAY SCHOOL 401(K) PROFIT SHARING
| Measure | Date | Value |
|---|
| 2024 : ST. ALBANS COUNTRY DAY SCHOOL 401(K) PROFIT SHARING 2024 401k financial data |
|---|
| Transfers to/from the plan | 2024-06-30 | $0 |
| Total plan liabilities at end of year | 2024-06-30 | $0 |
| Total plan liabilities at beginning of year | 2024-06-30 | $0 |
| Total income from all sources | 2024-06-30 | $892,953 |
| Expenses. Total of all expenses incurred | 2024-06-30 | $536,299 |
| Benefits paid (including direct rollovers) | 2024-06-30 | $504,053 |
| Total plan assets at end of year | 2024-06-30 | $5,462,687 |
| Total plan assets at beginning of year | 2024-06-30 | $5,106,033 |
| Value of fidelity bond covering the plan | 2024-06-30 | $500,000 |
| Assets. Value of tangible personal property | 2024-06-30 | $0 |
| Total contributions received or receivable from participants | 2024-06-30 | $197,057 |
| Assets. Value of loans (other than to participants) | 2024-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2024-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2024-06-30 | $0 |
| Other income received | 2024-06-30 | $567,667 |
| Noncash contributions received | 2024-06-30 | $0 |
| Net income (gross income less expenses) | 2024-06-30 | $356,654 |
| Net plan assets at end of year (total assets less liabilities) | 2024-06-30 | $5,462,687 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-06-30 | $5,106,033 |
| Assets. Value of participant loans | 2024-06-30 | $37,818 |
| Assets. Value of assets in partnership/joint-venture interests | 2024-06-30 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2024-06-30 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2024-06-30 | $0 |
| Assets. Value of employer securities | 2024-06-30 | $0 |
| Assets. Value of employer real property | 2024-06-30 | $0 |
| Total contributions received or receivable from employer(s) | 2024-06-30 | $128,229 |
| Value of certain deemed distributions of participant loans | 2024-06-30 | $0 |
| Value of corrective distributions | 2024-06-30 | $23,388 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-06-30 | $8,858 |
| 2023 : ST. ALBANS COUNTRY DAY SCHOOL 401(K) PROFIT SHARING 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-06-30 | $0 |
| Total plan liabilities at end of year | 2023-06-30 | $0 |
| Total plan liabilities at beginning of year | 2023-06-30 | $0 |
| Total income from all sources | 2023-06-30 | $741,892 |
| Expenses. Total of all expenses incurred | 2023-06-30 | $228,452 |
| Benefits paid (including direct rollovers) | 2023-06-30 | $219,496 |
| Total plan assets at end of year | 2023-06-30 | $5,106,033 |
| Total plan assets at beginning of year | 2023-06-30 | $4,592,593 |
| Value of fidelity bond covering the plan | 2023-06-30 | $500,000 |
| Assets. Value of tangible personal property | 2023-06-30 | $0 |
| Total contributions received or receivable from participants | 2023-06-30 | $197,217 |
| Assets. Value of loans (other than to participants) | 2023-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-06-30 | $0 |
| Other income received | 2023-06-30 | $419,564 |
| Noncash contributions received | 2023-06-30 | $0 |
| Net income (gross income less expenses) | 2023-06-30 | $513,440 |
| Net plan assets at end of year (total assets less liabilities) | 2023-06-30 | $5,106,033 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-06-30 | $4,592,593 |
| Assets. Value of participant loans | 2023-06-30 | $31,169 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-06-30 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2023-06-30 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2023-06-30 | $0 |
| Assets. Value of employer securities | 2023-06-30 | $0 |
| Assets. Value of employer real property | 2023-06-30 | $0 |
| Total contributions received or receivable from employer(s) | 2023-06-30 | $125,111 |
| Value of certain deemed distributions of participant loans | 2023-06-30 | $0 |
| Value of corrective distributions | 2023-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-06-30 | $8,956 |
| 2022 : ST. ALBANS COUNTRY DAY SCHOOL 401(K) PROFIT SHARING 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-06-30 | $0 |
| Total plan liabilities at end of year | 2022-06-30 | $0 |
| Total plan liabilities at beginning of year | 2022-06-30 | $0 |
| Total income from all sources | 2022-06-30 | $-365,122 |
| Expenses. Total of all expenses incurred | 2022-06-30 | $64,541 |
| Benefits paid (including direct rollovers) | 2022-06-30 | $54,588 |
| Total plan assets at end of year | 2022-06-30 | $4,592,593 |
| Total plan assets at beginning of year | 2022-06-30 | $5,022,256 |
| Value of fidelity bond covering the plan | 2022-06-30 | $500,000 |
| Assets. Value of tangible personal property | 2022-06-30 | $0 |
| Total contributions received or receivable from participants | 2022-06-30 | $121,767 |
| Assets. Value of loans (other than to participants) | 2022-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-06-30 | $0 |
| Other income received | 2022-06-30 | $-622,971 |
| Noncash contributions received | 2022-06-30 | $0 |
| Net income (gross income less expenses) | 2022-06-30 | $-429,663 |
| Net plan assets at end of year (total assets less liabilities) | 2022-06-30 | $4,592,593 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-06-30 | $5,022,256 |
| Assets. Value of participant loans | 2022-06-30 | $59,144 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-06-30 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2022-06-30 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2022-06-30 | $0 |
| Assets. Value of employer securities | 2022-06-30 | $0 |
| Assets. Value of employer real property | 2022-06-30 | $0 |
| Total contributions received or receivable from employer(s) | 2022-06-30 | $136,082 |
| Value of certain deemed distributions of participant loans | 2022-06-30 | $0 |
| Value of corrective distributions | 2022-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-06-30 | $9,953 |
| 2021 : ST. ALBANS COUNTRY DAY SCHOOL 401(K) PROFIT SHARING 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-06-30 | $0 |
| Total plan liabilities at end of year | 2021-06-30 | $0 |
| Total plan liabilities at beginning of year | 2021-06-30 | $0 |
| Total income from all sources | 2021-06-30 | $1,250,170 |
| Expenses. Total of all expenses incurred | 2021-06-30 | $83,034 |
| Benefits paid (including direct rollovers) | 2021-06-30 | $75,412 |
| Total plan assets at end of year | 2021-06-30 | $5,022,256 |
| Total plan assets at beginning of year | 2021-06-30 | $3,855,120 |
| Value of fidelity bond covering the plan | 2021-06-30 | $500,000 |
| Total contributions received or receivable from participants | 2021-06-30 | $142,758 |
| Expenses. Other expenses not covered elsewhere | 2021-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-06-30 | $0 |
| Other income received | 2021-06-30 | $973,448 |
| Noncash contributions received | 2021-06-30 | $0 |
| Net income (gross income less expenses) | 2021-06-30 | $1,167,136 |
| Net plan assets at end of year (total assets less liabilities) | 2021-06-30 | $5,022,256 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-06-30 | $3,855,120 |
| Assets. Value of participant loans | 2021-06-30 | $65,788 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2021-06-30 | $0 |
| Total contributions received or receivable from employer(s) | 2021-06-30 | $133,964 |
| Value of certain deemed distributions of participant loans | 2021-06-30 | $0 |
| Value of corrective distributions | 2021-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-06-30 | $7,622 |
| 2020 : ST. ALBANS COUNTRY DAY SCHOOL 401(K) PROFIT SHARING 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-06-30 | $0 |
| Total plan liabilities at end of year | 2020-06-30 | $0 |
| Total plan liabilities at beginning of year | 2020-06-30 | $0 |
| Total income from all sources | 2020-06-30 | $481,308 |
| Expenses. Total of all expenses incurred | 2020-06-30 | $70,329 |
| Benefits paid (including direct rollovers) | 2020-06-30 | $66,134 |
| Total plan assets at end of year | 2020-06-30 | $3,855,120 |
| Total plan assets at beginning of year | 2020-06-30 | $3,444,141 |
| Value of fidelity bond covering the plan | 2020-06-30 | $350,000 |
| Assets. Value of tangible personal property | 2020-06-30 | $0 |
| Total contributions received or receivable from participants | 2020-06-30 | $147,030 |
| Assets. Value of loans (other than to participants) | 2020-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-06-30 | $0 |
| Other income received | 2020-06-30 | $196,830 |
| Noncash contributions received | 2020-06-30 | $0 |
| Net income (gross income less expenses) | 2020-06-30 | $410,979 |
| Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $3,855,120 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $3,444,141 |
| Assets. Value of participant loans | 2020-06-30 | $67,715 |
| Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year | 2020-06-30 | $0 |
| Value of leases to which the plan was a party in default or classified as uncollectible during the plan year | 2020-06-30 | $0 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-06-30 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2020-06-30 | $0 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2020-06-30 | $0 |
| Assets. Value of employer securities | 2020-06-30 | $0 |
| Assets. Value of employer real property | 2020-06-30 | $0 |
| Total contributions received or receivable from employer(s) | 2020-06-30 | $137,448 |
| Value of certain deemed distributions of participant loans | 2020-06-30 | $0 |
| Value of corrective distributions | 2020-06-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-06-30 | $4,195 |
