CHALLENGER SCHOOL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CHALLENGER SCHOOL 401K RETIREMENT PLAN
Measure | Date | Value |
---|
2013 : CHALLENGER SCHOOL 401K RETIREMENT PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $5,467,710 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,212,876 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,128,646 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,206,392 |
Value of total assets at end of year | 2013-12-31 | $22,015,396 |
Value of total assets at beginning of year | 2013-12-31 | $17,760,562 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $84,230 |
Total interest from all sources | 2013-12-31 | $105,969 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $97,040 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $97,040 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,918,887 |
Participant contributions at end of year | 2013-12-31 | $347,251 |
Participant contributions at beginning of year | 2013-12-31 | $361,874 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $3,359 |
Other income not declared elsewhere | 2013-12-31 | $51,276 |
Administrative expenses (other) incurred | 2013-12-31 | $84,230 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $4,254,834 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $22,015,396 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $17,760,562 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $14,671,770 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $11,194,069 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $2,868,186 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $2,391,745 |
Interest on participant loans | 2013-12-31 | $15,162 |
Interest earned on other investments | 2013-12-31 | $90,807 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $4,128,189 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $3,812,874 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $2,898,794 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $108,239 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $284,146 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,128,646 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | WISAN, SMITH, RACKER & PRESCOTT,LLP |
Accountancy firm EIN | 2013-12-31 | 870517754 |
2012 : CHALLENGER SCHOOL 401K RETIREMENT PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $3,700,825 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $833,757 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $740,696 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,024,156 |
Value of total assets at end of year | 2012-12-31 | $17,760,562 |
Value of total assets at beginning of year | 2012-12-31 | $14,893,494 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $93,061 |
Total interest from all sources | 2012-12-31 | $109,836 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $125,766 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $125,766 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,731,530 |
Participant contributions at end of year | 2012-12-31 | $361,874 |
Participant contributions at beginning of year | 2012-12-31 | $317,258 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $23,020 |
Other income not declared elsewhere | 2012-12-31 | $34,633 |
Administrative expenses (other) incurred | 2012-12-31 | $93,061 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $2,867,068 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $17,760,562 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $14,893,494 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $11,194,069 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $9,433,289 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $2,391,745 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $1,769,125 |
Interest on participant loans | 2012-12-31 | $14,480 |
Interest earned on other investments | 2012-12-31 | $95,356 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $3,812,874 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $3,373,822 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,202,714 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $203,720 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $269,606 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $740,696 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | WISAN, SMITH, RACKER & PRESCOTT,LLP |
Accountancy firm EIN | 2012-12-31 | 870517754 |
2011 : CHALLENGER SCHOOL 401K RETIREMENT PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $1,529,514 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,151,107 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,111,340 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $7,158 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,966,356 |
Value of total assets at end of year | 2011-12-31 | $14,893,494 |
Value of total assets at beginning of year | 2011-12-31 | $14,515,087 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $32,609 |
Total interest from all sources | 2011-12-31 | $112,441 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $124,280 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $124,280 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,700,180 |
Participant contributions at end of year | 2011-12-31 | $317,258 |
Participant contributions at beginning of year | 2011-12-31 | $266,689 |
Other income not declared elsewhere | 2011-12-31 | $29,114 |
Administrative expenses (other) incurred | 2011-12-31 | $32,609 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $378,407 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $14,893,494 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $14,515,087 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $9,433,289 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $9,766,017 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $1,769,125 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $1,478,230 |
Interest on participant loans | 2011-12-31 | $14,390 |
Interest earned on other investments | 2011-12-31 | $98,051 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $3,373,822 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $3,004,151 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-735,231 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $32,554 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $266,176 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,111,340 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | WISAN, SMITH, RACKER & PRESCOTT,LLP |
Accountancy firm EIN | 2011-12-31 | 870517754 |
2010 : CHALLENGER SCHOOL 401K RETIREMENT PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $3,478,351 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $680,420 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $653,970 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,986,100 |
Value of total assets at end of year | 2010-12-31 | $14,515,087 |
Value of total assets at beginning of year | 2010-12-31 | $11,717,156 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $26,450 |
Total interest from all sources | 2010-12-31 | $117,609 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $93,817 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $93,817 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,691,316 |
Participant contributions at end of year | 2010-12-31 | $266,689 |
Participant contributions at beginning of year | 2010-12-31 | $188,532 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $19,015 |
Other income not declared elsewhere | 2010-12-31 | $28,201 |
Administrative expenses (other) incurred | 2010-12-31 | $26,450 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $2,797,931 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $14,515,087 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $11,717,156 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $9,766,017 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $7,868,230 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $1,478,230 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $1,070,159 |
Interest on participant loans | 2010-12-31 | $11,627 |
Interest earned on other investments | 2010-12-31 | $105,982 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $3,004,151 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $2,590,235 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,167,800 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $84,824 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $275,769 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $653,970 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | WISAN, SMITH, RACKER, & PRESCOTT |
Accountancy firm EIN | 2010-12-31 | 870517754 |
2009 : CHALLENGER SCHOOL 401K RETIREMENT PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |