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OAKWOOD SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY 403(B) PLAN 401k Plan overview

Plan NameOAKWOOD SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY 403(B) PLAN
Plan identification number 001

OAKWOOD SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY 403(B) PLAN Benefits

401k Plan TypeDefined 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)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.

401k Sponsoring company profile

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

Company Name:OAKWOOD SCHOOL
Employer identification number (EIN):951698608
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OAKWOOD SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CHRISTOPHER B. THOMAS CHRISTOPHER B. THOMAS2018-10-12
0012017-01-01CHRISTOPHER B. THOMAS CHRISTOPHER B. THOMAS2018-11-15
0012016-01-01CHRISTOPHER THOMAS
0012015-01-01CHRISTOPHER THOMAS
0012014-01-01CHRISTOPHER B. THOMAS
0012013-01-01ELLIOT SPOKANE
0012012-01-01ELLIOT SPOKANE
0012011-01-01ELLIOT SPOKANE
0012009-01-01ELLIOT SPOKANE

Plan Statistics for OAKWOOD SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY 403(B) PLAN

401k plan membership statisitcs for OAKWOOD SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY 403(B) PLAN

Measure Date Value
2022: OAKWOOD SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01342
Total number of active participants reported on line 7a of the Form 55002022-01-01196
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01156
Total of all active and inactive participants2022-01-01352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-016
Total participants2022-01-01358
Number of participants with account balances2022-01-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: OAKWOOD SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01316
Total number of active participants reported on line 7a of the Form 55002021-01-01197
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01143
Total of all active and inactive participants2021-01-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-016
Total participants2021-01-01346
Number of participants with account balances2021-01-01338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: OAKWOOD SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01331
Total number of active participants reported on line 7a of the Form 55002020-01-01178
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01142
Total of all active and inactive participants2020-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01323
Number of participants with account balances2020-01-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: OAKWOOD SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01292
Total number of active participants reported on line 7a of the Form 55002019-01-01172
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01134
Total of all active and inactive participants2019-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01307
Number of participants with account balances2019-01-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: OAKWOOD SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01282
Total number of active participants reported on line 7a of the Form 55002018-01-01164
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01127
Total of all active and inactive participants2018-01-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01292
Number of participants with account balances2018-01-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: OAKWOOD SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01280
Total number of active participants reported on line 7a of the Form 55002017-01-01163
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01118
Total of all active and inactive participants2017-01-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01282
Number of participants with account balances2017-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: OAKWOOD SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01284
Total number of active participants reported on line 7a of the Form 55002016-01-01155
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01121
Total of all active and inactive participants2016-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01280
Number of participants with account balances2016-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: OAKWOOD SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01256
Total number of active participants reported on line 7a of the Form 55002015-01-01143
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0171
Total of all active and inactive participants2015-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01216
Number of participants with account balances2015-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: OAKWOOD SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01261
Total number of active participants reported on line 7a of the Form 55002014-01-01126
Number of other retired or separated participants entitled to future benefits2014-01-01123
Total of all active and inactive participants2014-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01249
Number of participants with account balances2014-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: OAKWOOD SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01343
Total number of active participants reported on line 7a of the Form 55002013-01-01146
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01114
Total of all active and inactive participants2013-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01261
Number of participants with account balances2013-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: OAKWOOD SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01247
Total number of active participants reported on line 7a of the Form 55002012-01-01304
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0138
Total of all active and inactive participants2012-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01343
Number of participants with account balances2012-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: OAKWOOD SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01235
Total number of active participants reported on line 7a of the Form 55002011-01-01137
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01108
Total of all active and inactive participants2011-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01247
Number of participants with account balances2011-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: OAKWOOD SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01221
Total number of active participants reported on line 7a of the Form 55002009-01-01206
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0117
Total of all active and inactive participants2009-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01224
Number of participants with account balances2009-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on OAKWOOD SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY 403(B) PLAN

Measure Date Value
2022 : OAKWOOD SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY 403(B) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-4,175,586
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,718,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,646,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,830,534
Value of total assets at end of year2022-12-31$49,374,491
Value of total assets at beginning of year2022-12-31$57,268,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$72,012
Total interest from all sources2022-12-31$504,066
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,551,779
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,551,779
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,505,380
Participant contributions at end of year2022-12-31$143,384
Participant contributions at beginning of year2022-12-31$123,081
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$289,025
Other income not declared elsewhere2022-12-31$10,202
Administrative expenses (other) incurred2022-12-31$62,012
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,894,035
Value of net assets at end of year (total assets less liabilities)2022-12-31$49,374,491
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$57,268,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$34,872,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$43,806,591
Value of interest in pooled separate accounts at end of year2022-12-31$854,608
Value of interest in pooled separate accounts at beginning of year2022-12-31$688,413
Interest on participant loans2022-12-31$7,686
Interest earned on other investments2022-12-31$496,380
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$13,504,383
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$12,650,441
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,126,349
Net investment gain/loss from pooled separate accounts2022-12-31$54,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,036,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,646,437
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ARMANINO LLP
Accountancy firm EIN2022-12-31946214841
2021 : OAKWOOD SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY 403(B) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
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$8,278,534
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,065,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,987,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,464,874
Value of total assets at end of year2021-12-31$57,268,526
Value of total assets at beginning of year2021-12-31$51,055,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$77,723
Total interest from all sources2021-12-31$414,147
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,414,137
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,414,137
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,459,669
Participant contributions at end of year2021-12-31$123,081
Participant contributions at beginning of year2021-12-31$91,642
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$23,088
Other income not declared elsewhere2021-12-31$11,394
Administrative expenses (other) incurred2021-12-31$63,723
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,213,520
Value of net assets at end of year (total assets less liabilities)2021-12-31$57,268,526
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$51,055,006
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$14,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$43,806,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$38,197,868
Value of interest in pooled separate accounts at end of year2021-12-31$688,413
Value of interest in pooled separate accounts at beginning of year2021-12-31$498,610
Interest on participant loans2021-12-31$8,811
Interest earned on other investments2021-12-31$405,336
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$12,650,441
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$12,266,886
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,878,265
Net investment gain/loss from pooled separate accounts2021-12-31$95,717
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$982,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,987,291
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ARMANINO LLP
Accountancy firm EIN2021-12-31946214841
2020 : OAKWOOD SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY 403(B) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$0
Total income from all sources (including contributions)2020-12-31$8,154,353
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,011,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,926,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,280,078
Value of total assets at end of year2020-12-31$51,055,006
Value of total assets at beginning of year2020-12-31$44,911,873
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$84,646
Total interest from all sources2020-12-31$454,978
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$962,863
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$962,863
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,341,149
Participant contributions at end of year2020-12-31$91,642
Participant contributions at beginning of year2020-12-31$118,192
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,699
Other income not declared elsewhere2020-12-31$8,104
Administrative expenses (other) incurred2020-12-31$48,646
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$6,143,133
Value of net assets at end of year (total assets less liabilities)2020-12-31$51,055,006
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$44,911,873
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$36,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$38,197,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$32,695,793
Value of interest in pooled separate accounts at end of year2020-12-31$498,610
Value of interest in pooled separate accounts at beginning of year2020-12-31$443,330
Interest on participant loans2020-12-31$4,242
Interest earned on other investments2020-12-31$450,736
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$12,266,886
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$11,654,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,452,345
Net investment gain/loss from pooled separate accounts2020-12-31$-4,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$934,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,926,574
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ARMANINO LLP
Accountancy firm EIN2020-12-31946214841
2019 : OAKWOOD SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$160
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$8,556,221
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,045,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,965,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,172,888
Value of total assets at end of year2019-12-31$44,911,873
Value of total assets at beginning of year2019-12-31$38,401,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$79,828
Total interest from all sources2019-12-31$445,067
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$824,285
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$824,285
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,249,892
Participant contributions at end of year2019-12-31$118,192
Participant contributions at beginning of year2019-12-31$188,789
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$22,049
Other income not declared elsewhere2019-12-31$7,988
Administrative expenses (other) incurred2019-12-31$43,828
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,510,470
Value of net assets at end of year (total assets less liabilities)2019-12-31$44,911,873
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$38,401,243
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$36,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$32,695,793
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$26,522,168
Value of interest in pooled separate accounts at end of year2019-12-31$443,330
Value of interest in pooled separate accounts at beginning of year2019-12-31$232,162
Interest on participant loans2019-12-31$6,928
Interest earned on other investments2019-12-31$438,139
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$11,654,558
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$11,458,124
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,086,242
Net investment gain/loss from pooled separate accounts2019-12-31$19,751
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$900,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,965,923
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ARMANINO LLP
Accountancy firm EIN2019-12-31946214841
2018 : OAKWOOD SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY 403(B) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$19,697
Total income from all sources (including contributions)2018-12-31$990,796
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,090,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,041,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,335,945
Value of total assets at end of year2018-12-31$38,401,243
Value of total assets at beginning of year2018-12-31$39,520,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$49,113
Total interest from all sources2018-12-31$461,667
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$849,969
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$849,969
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,229,977
Participant contributions at end of year2018-12-31$188,789
Participant contributions at beginning of year2018-12-31$110,716
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$223,784
Other income not declared elsewhere2018-12-31$7,452
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,099,734
Value of net assets at end of year (total assets less liabilities)2018-12-31$38,401,243
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$39,500,977
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$26,522,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$27,636,268
Value of interest in pooled separate accounts at end of year2018-12-31$232,162
Value of interest in pooled separate accounts at beginning of year2018-12-31$118,115
Interest on participant loans2018-12-31$7,978
Interest earned on other investments2018-12-31$453,689
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$11,458,124
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$11,655,575
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$809,568
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,673,353
Net investment gain/loss from pooled separate accounts2018-12-31$9,116
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$882,184
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,231,849
Contract administrator fees2018-12-31$49,113
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$19,697
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ARMANINO LLP
Accountancy firm EIN2018-12-31946214841
2017 : OAKWOOD SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY 403(B) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$19,697
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$16,203
Total income from all sources (including contributions)2017-12-31$6,514,310
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,276,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,232,720
Value of total corrective distributions2017-12-31$19,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,961,767
Value of total assets at end of year2017-12-31$39,520,674
Value of total assets at beginning of year2017-12-31$34,279,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$24,392
Total interest from all sources2017-12-31$426,084
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$271,150
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$271,150
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,136,981
Participant contributions at end of year2017-12-31$110,716
Participant contributions at beginning of year2017-12-31$66,942
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$26,589
Other income not declared elsewhere2017-12-31$45,811
Administrative expenses (other) incurred2017-12-31$24,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,237,501
Value of net assets at end of year (total assets less liabilities)2017-12-31$39,500,977
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$34,263,476
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$27,636,268
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$22,599,354
Value of interest in pooled separate accounts at end of year2017-12-31$118,115
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,410,151
Interest on participant loans2017-12-31$6,050
Interest earned on other investments2017-12-31$420,034
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$11,655,575
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$10,201,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,758,856
Net investment gain/loss from pooled separate accounts2017-12-31$50,642
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$798,197
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$1,678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,232,720
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Liabilities. Value of benefit claims payable at end of year2017-12-31$19,697
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$16,203
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KALLMAN, THOMPSON, LOGAN, LLP
Accountancy firm EIN2017-12-31954610626
2016 : OAKWOOD SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY 403(B) PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$16,203
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$22,625
Total income from all sources (including contributions)2016-12-31$3,935,891
Total of all expenses incurred2016-12-31$2,778,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,719,908
Value of total corrective distributions2016-12-31$16,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,866,330
Value of total assets at end of year2016-12-31$34,279,679
Value of total assets at beginning of year2016-12-31$33,128,831
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$42,510
Total interest from all sources2016-12-31$431,950
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$223,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$223,681
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,026,476
Participant contributions at end of year2016-12-31$66,942
Participant contributions at beginning of year2016-12-31$44,316
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$68,930
Administrative expenses (other) incurred2016-12-31$42,510
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,157,270
Value of net assets at end of year (total assets less liabilities)2016-12-31$34,263,476
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$33,106,206
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$22,599,354
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$21,936,081
Value of interest in pooled separate accounts at end of year2016-12-31$1,410,151
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,411,140
Interest on participant loans2016-12-31$2,902
Interest earned on other investments2016-12-31$429,048
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$10,201,554
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$9,723,364
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$34,765
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,383,430
Net investment gain/loss from pooled separate accounts2016-12-31$30,500
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$770,924
Employer contributions (assets) at end of year2016-12-31$1,678
Employer contributions (assets) at beginning of year2016-12-31$13,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,685,143
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Liabilities. Value of benefit claims payable at end of year2016-12-31$16,203
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$22,625
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KALLMAN, THOMPSON, LOGAN, LLP
Accountancy firm EIN2016-12-31954610626
2015 : OAKWOOD SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY 403(B) PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$22,625
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$10,750
Total income from all sources (including contributions)2015-12-31$2,634,510
Total of all expenses incurred2015-12-31$5,193,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,125,099
Value of total corrective distributions2015-12-31$23,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,091,161
Value of total assets at end of year2015-12-31$33,128,831
Value of total assets at beginning of year2015-12-31$35,676,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$45,587
Total interest from all sources2015-12-31$394,016
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$211,947
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$211,947
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,021,982
Participant contributions at end of year2015-12-31$44,316
Participant contributions at beginning of year2015-12-31$74,196
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$293,536
Administrative expenses (other) incurred2015-12-31$45,587
Total non interest bearing cash at beginning of year2015-12-31$12,190
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,559,305
Value of net assets at end of year (total assets less liabilities)2015-12-31$33,106,206
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$35,665,511
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$21,936,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$24,757,893
Value of interest in pooled separate accounts at end of year2015-12-31$1,411,140
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,441,509
Interest on participant loans2015-12-31$2,471
Interest earned on other investments2015-12-31$391,545
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$9,723,364
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$9,390,473
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-100,712
Net investment gain/loss from pooled separate accounts2015-12-31$38,098
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$775,643
Employer contributions (assets) at end of year2015-12-31$13,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,125,099
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Liabilities. Value of benefit claims payable at end of year2015-12-31$22,625
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$10,750
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KALLMAN, THOMPSON, LOGAN, LLP
Accountancy firm EIN2015-12-31954610626
2014 : OAKWOOD SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY 403(B) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$10,750
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$11,203
Total income from all sources (including contributions)2014-12-31$3,786,734
Total of all expenses incurred2014-12-31$738,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$727,841
Value of total corrective distributions2014-12-31$10,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,813,178
Value of total assets at end of year2014-12-31$35,676,261
Value of total assets at beginning of year2014-12-31$32,628,571
Total interest from all sources2014-12-31$401,758
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$239,269
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$239,269
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,025,951
Participant contributions at end of year2014-12-31$74,196
Participant contributions at beginning of year2014-12-31$103,746
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$24,602
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$42,632
Total non interest bearing cash at end of year2014-12-31$12,190
Total non interest bearing cash at beginning of year2014-12-31$3,767
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,048,143
Value of net assets at end of year (total assets less liabilities)2014-12-31$35,665,511
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$32,617,368
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$24,757,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$21,927,108
Value of interest in pooled separate accounts at end of year2014-12-31$1,441,509
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,158,231
Interest on participant loans2014-12-31$4,267
Interest earned on other investments2014-12-31$397,491
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$9,390,473
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$9,435,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,289,964
Net investment gain/loss from pooled separate accounts2014-12-31$42,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$762,625
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$685,209
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Liabilities. Value of benefit claims payable at end of year2014-12-31$10,750
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$11,203
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KALLMAN,THOMPSON,LOGAN, LLP
Accountancy firm EIN2014-12-31954610626
2013 : OAKWOOD SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY 403(B) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$11,203
Total income from all sources (including contributions)2013-12-31$5,884,471
Total of all expenses incurred2013-12-31$2,389,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,331,238
Value of total corrective distributions2013-12-31$19,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,898,359
Value of total assets at end of year2013-12-31$32,628,571
Value of total assets at beginning of year2013-12-31$29,122,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$38,731
Total interest from all sources2013-12-31$390,829
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$173,908
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$173,908
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$957,271
Participant contributions at end of year2013-12-31$103,746
Participant contributions at beginning of year2013-12-31$145,701
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$206,473
Administrative expenses (other) incurred2013-12-31$239
Total non interest bearing cash at end of year2013-12-31$3,767
Total non interest bearing cash at beginning of year2013-12-31$2,022
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,494,767
Value of net assets at end of year (total assets less liabilities)2013-12-31$32,617,368
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$29,122,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$21,927,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$18,501,037
Value of interest in pooled separate accounts at end of year2013-12-31$1,158,231
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,085,568
Interest on participant loans2013-12-31$5,399
Interest earned on other investments2013-12-31$385,430
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$9,435,719
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$9,382,403
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$99,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,387,927
Net investment gain/loss from pooled separate accounts2013-12-31$33,448
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$734,615
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$5,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,231,723
Contract administrator fees2013-12-31$38,492
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$11,203
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SKMC LLP
Accountancy firm EIN2013-12-31201567623
2012 : OAKWOOD SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY 403(B) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$4,842,845
Total of all expenses incurred2012-12-31$933,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$930,566
Value of total corrective distributions2012-12-31$2,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,192,140
Value of total assets at end of year2012-12-31$29,122,601
Value of total assets at beginning of year2012-12-31$25,213,456
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$300
Total interest from all sources2012-12-31$369,836
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$166,093
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$166,093
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$943,682
Participant contributions at end of year2012-12-31$145,701
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$531,533
Administrative expenses (other) incurred2012-12-31$300
Total non interest bearing cash at end of year2012-12-31$2,022
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,909,145
Value of net assets at end of year (total assets less liabilities)2012-12-31$29,122,601
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$25,213,456
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$18,501,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$15,714,206
Value of interest in pooled separate accounts at end of year2012-12-31$1,085,568
Value of interest in pooled separate accounts at beginning of year2012-12-31$408,876
Interest on participant loans2012-12-31$2,185
Interest earned on other investments2012-12-31$367,651
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$9,382,403
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$9,090,374
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,075,322
Net investment gain/loss from pooled separate accounts2012-12-31$39,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$716,925
Employer contributions (assets) at end of year2012-12-31$5,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$930,566
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SKMC LLP
Accountancy firm EIN2012-12-31201567623
2011 : OAKWOOD SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY 403(B) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$1,962,180
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,660,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,653,279
Value of total corrective distributions2011-12-31$6,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,701,513
Value of total assets at end of year2011-12-31$25,213,456
Value of total assets at beginning of year2011-12-31$24,911,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$361,212
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$960,113
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$12,004
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$301,944
Value of net assets at end of year (total assets less liabilities)2011-12-31$25,213,456
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$24,911,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$15,714,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$15,764,774
Value of interest in pooled separate accounts at end of year2011-12-31$408,876
Value of interest in pooled separate accounts at beginning of year2011-12-31$202,666
Interest earned on other investments2011-12-31$361,212
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$9,090,374
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$8,944,072
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$663,419
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-140,057
Net investment gain/loss from pooled separate accounts2011-12-31$39,512
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$729,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$989,860
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SKMC, LLP
Accountancy firm EIN2011-12-31201567623
2010 : OAKWOOD SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY 403(B) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$3,802,688
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$312,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$312,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,793,726
Value of total assets at end of year2010-12-31$24,911,512
Value of total assets at beginning of year2010-12-31$21,421,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$330,584
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$950,256
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$139,032
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,489,927
Value of net assets at end of year (total assets less liabilities)2010-12-31$24,911,512
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$21,421,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$15,764,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$12,909,503
Value of interest in pooled separate accounts at end of year2010-12-31$202,666
Value of interest in pooled separate accounts at beginning of year2010-12-31$90,171
Interest earned on other investments2010-12-31$330,584
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$8,944,072
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$8,421,911
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$21,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,663,102
Net investment gain/loss from pooled separate accounts2010-12-31$15,276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$704,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$291,345
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SKMC, LLP
Accountancy firm EIN2010-12-31201567623
2009 : OAKWOOD SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY 403(B) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for OAKWOOD SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY 403(B) PLAN

2022: OAKWOOD SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY 403(B) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: OAKWOOD SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY 403(B) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: OAKWOOD SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY 403(B) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: OAKWOOD SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY 403(B) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: OAKWOOD SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY 403(B) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: OAKWOOD SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: OAKWOOD SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: OAKWOOD SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: OAKWOOD SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: OAKWOOD SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: OAKWOOD SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: OAKWOOD SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: OAKWOOD SCHOOL DEFINED CONTRIBUTION AND TAX-DEFERRED ANNUITY 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number367597
Policy instance 1
Insurance contract or identification number367597
Number of Individuals Covered194
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number367597
Policy instance 1
Insurance contract or identification number367597
Number of Individuals Covered191
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number367597
Policy instance 1
Insurance contract or identification number367597
Number of Individuals Covered195
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number367597
Policy instance 1
Insurance contract or identification number367597
Number of Individuals Covered198
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number367597
Policy instance 1
Insurance contract or identification number367597
Number of Individuals Covered192
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069470
Policy instance 1
Insurance contract or identification numberTA069470
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number367597
Policy instance 2
Insurance contract or identification number367597
Number of Individuals Covered191
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number367597
Policy instance 2
Insurance contract or identification number367597
Number of Individuals Covered192
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069470
Policy instance 1
Insurance contract or identification numberTA069470
Number of Individuals Covered216
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069470
Policy instance 1
Insurance contract or identification numberTA069470
Number of Individuals Covered132
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number367597
Policy instance 2
Insurance contract or identification number367597
Number of Individuals Covered196
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number367597
Policy instance 2
Insurance contract or identification number367597
Number of Individuals Covered202
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069470
Policy instance 1
Insurance contract or identification numberTA069470
Number of Individuals Covered122
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberTA069470
Policy instance 1
Insurance contract or identification numberTA069470
Number of Individuals Covered114
Insurance policy start date2012-04-16
Insurance policy end date2012-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number367597
Policy instance 2
Insurance contract or identification number367597
Number of Individuals Covered209
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number367597
Policy instance 1
Insurance contract or identification number367597
Number of Individuals Covered223
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number367597
Policy instance 1
Insurance contract or identification number367597
Number of Individuals Covered220
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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