401k Plan data: LOS ANGELES EDUCATION PARTNERSHIP plan

LOS ANGELES EDUCATION PARTNERSHIP 401k Plan overview

Plan Name	LOS ANGELES EDUCATION PARTNERSHIP
Plan identification number	002

LOS ANGELES EDUCATION PARTNERSHIP Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LOS ANGELES EDUCATION PARTNERSHIP has sponsored the creation of one or more 401k plans.

Company Name: LOS ANGELES EDUCATION PARTNERSHIP

Employer identification number (EIN): 953909218

NAIC Classification: 611000

Additional information about LOS ANGELES EDUCATION PARTNERSHIP

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C1301798

More information about LOS ANGELES EDUCATION PARTNERSHIP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOS ANGELES EDUCATION PARTNERSHIP

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 ELVIA DE LA TORRE 2019-10-14 ELVIA DE LA TORRE 2019-10-14
002 2017-01-01 ELLEN PAIS 2018-09-27
002 2016-01-01 ELLEN PAIS 2017-10-09
002 2015-01-01 ELLEN PAIS 2016-10-13
002 2014-01-01 ELLEN PAIS 2015-09-04
002 2013-01-01 ELLEN PAIS 2014-08-28
002 2012-01-01 ELLEN PAIS
002 2011-01-01 ELLEN PAIS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01	ELVIA DE LA TORRE	2019-10-14	ELVIA DE LA TORRE	2019-10-14
002	2017-01-01	ELLEN PAIS	2018-09-27
002	2016-01-01	ELLEN PAIS	2017-10-09
002	2015-01-01	ELLEN PAIS	2016-10-13
002	2014-01-01	ELLEN PAIS	2015-09-04
002	2013-01-01	ELLEN PAIS	2014-08-28
002	2012-01-01	ELLEN PAIS
002	2011-01-01	ELLEN PAIS

Plan Statistics for LOS ANGELES EDUCATION PARTNERSHIP

401k plan membership statisitcs for LOS ANGELES EDUCATION PARTNERSHIP

Measure Date Value
2012: LOS ANGELES EDUCATION PARTNERSHIP 2012 401k membership
Total participants, beginning-of-year 2012-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 69
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 79
Total of all active and inactive participants 2012-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 148
Number of participants with account balances 2012-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: LOS ANGELES EDUCATION PARTNERSHIP 2011 401k membership
Total participants, beginning-of-year 2011-01-01 173
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 67
Number of retired or separated participants receiving benefits 2011-01-01 83
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 150
Number of participants with account balances 2011-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2012: LOS ANGELES EDUCATION PARTNERSHIP 2012 401k membership
Total participants, beginning-of-year	2012-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	69
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	79
Total of all active and inactive participants	2012-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	148
Number of participants with account balances	2012-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: LOS ANGELES EDUCATION PARTNERSHIP 2011 401k membership
Total participants, beginning-of-year	2011-01-01	173
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	67
Number of retired or separated participants receiving benefits	2011-01-01	83
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	150
Number of participants with account balances	2011-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on LOS ANGELES EDUCATION PARTNERSHIP

Measure	Date	Value
2012 : LOS ANGELES EDUCATION PARTNERSHIP 2012 401k financial data
Total transfer of assets to this plan	2012-12-31	$209,209
Total income from all sources (including contributions)	2012-12-31	$455,610
Total of all expenses incurred	2012-12-31	$488,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$488,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$279,884
Value of total assets at end of year	2012-12-31	$2,356,427
Value of total assets at beginning of year	2012-12-31	$2,180,145
Total interest from all sources	2012-12-31	$3,520
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$3,427
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$3,427
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$250,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$72,406
Participant contributions at end of year	2012-12-31	$3,953
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$207,478
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$-32,927
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,356,427
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,180,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,592,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,486,384
Value of interest in pooled separate accounts at end of year	2012-12-31	$2,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$47,840
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$3,520
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$709,309
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$693,761
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$168,779
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$488,537
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	GUMBINER SAVETT INC
Accountancy firm EIN	2012-12-31	952875688
2011 : LOS ANGELES EDUCATION PARTNERSHIP 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$214,779
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$91,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$91,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$202,701
Value of total assets at end of year	2011-12-31	$2,180,145
Value of total assets at beginning of year	2011-12-31	$2,057,360
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$3,443
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 year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$150,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$89,562
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$2,539
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$113,139
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$122,785
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,180,145
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,057,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,486,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,487,730
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$3,443
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$693,761
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$567,091
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$8,635
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$91,994
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	GUMBINER SAVETT INC
Accountancy firm EIN	2011-12-31	952875688
2010 : LOS ANGELES EDUCATION PARTNERSHIP 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$253,881
Total of all expenses incurred	2010-12-31	$17,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$17,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$110,067
Value of total assets at end of year	2010-12-31	$2,046,499
Value of total assets at beginning of year	2010-12-31	$1,810,074
Total interest from all sources	2010-12-31	$17,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$150,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$93,088
Participant contributions at end of year	2010-12-31	$2,539
Participant contributions at beginning of year	2010-12-31	$3,237
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$236,425
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,046,499
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,810,074
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,487,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,810,074
Interest earned on other investments	2010-12-31	$17,486
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$1,455
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$558,768
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$487,359
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$126,328
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$16,979
Employer contributions (assets) at beginning of year	2010-12-31	$1,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$17,456
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	GUMBINER SAVETT INC
Accountancy firm EIN	2010-12-31	952875688

Form 5500 Responses for LOS ANGELES EDUCATION PARTNERSHIP

2012: LOS ANGELES EDUCATION PARTNERSHIP 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LOS ANGELES EDUCATION PARTNERSHIP 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	67
Insurance policy start date	2012-12-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

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

Policy contract number

334971

Policy instance

Insurance contract or identification number	334971
Number of Individuals Covered	92
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

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

Policy contract number

334971

Policy instance

Insurance contract or identification number	334971
Number of Individuals Covered	101
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

334971

Policy instance

Insurance contract or identification number	334971
Number of Individuals Covered	107
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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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Company Name:	LOS ANGELES EDUCATION PARTNERSHIP
Employer identification number (EIN):	953909218
NAIC Classification:	611000

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C1301798