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THE PUTNEY SCHOOL PENSION PLAN 401k Plan overview

Plan NameTHE PUTNEY SCHOOL PENSION PLAN
Plan identification number 001

THE PUTNEY SCHOOL PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
    SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='030179305' AND PlanID='001'

401k Sponsoring company profile

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

Company Name:THE PUTNEY SCHOOL
Employer identification number (EIN):030179305
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PUTNEY SCHOOL PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01STEPHANIE HARKINS2024-04-15
0012021-07-01
0012020-07-01STEPHANIE HARKINS2022-01-24
0012019-07-01STEPHANIE HARKINS2021-01-29
0012018-07-01STEPHANIE HARKINS2020-01-30
0012017-07-01STEPHANIE HARKINS2019-01-30
0012016-07-01STEPHANIE HARKINS2018-04-02
0012015-07-01STEPHANIE HARKINS2017-01-30
0012014-07-01STEPHANIE HARKINS2016-04-07
0012013-07-01STEPHANIE HARKINS2015-04-08 STEPHANIE HARKINS2015-04-08
0012012-07-01STEPHANIE HARKINS2014-04-02
0012011-07-01STEPHANIE HARKINS2013-04-08
0012010-07-01STEPHANIE HARKINS2012-04-04

Financial Data on THE PUTNEY SCHOOL PENSION PLAN

Measure Date Value
2025 : THE PUTNEY SCHOOL PENSION PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-230
Total liabilities as of the end of the plan year2025-05-230
Total liabilities as of the beginning of the plan year2025-05-230
Total expenses incurred by plan in this plan year2025-05-23150829
Net assets as of the end of the plan year2025-05-230
Total assets as of the beginning of the plan year2025-05-23150429
Value of plan covered by a fidelity bond2025-05-23500000
Participant contributions to plan in this plan year2025-05-230
Other expenses paid from plan in this plan year2025-05-230
Other contributions to plan in this plan year2025-05-230
Other income to plan in this plan year2025-05-23400
Plan net income in this plan year2025-05-23-150429
Net assets as of the end of the plan year2025-05-230
Net assets as of the beginning of the plan year2025-05-23150429
Employer contributions to plan in this plan year2025-05-230
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-23568
Total transfers to/from plan in this plan year2025-01-300
Total liabilities as of the end of the plan year2025-01-300
Total liabilities as of the beginning of the plan year2025-01-300
Total expenses incurred by plan in this plan year2025-01-301555
Net assets as of the end of the plan year2025-01-30150429
Total assets as of the beginning of the plan year2025-01-30150708
Value of plan covered by a fidelity bond2025-01-30500000
Participant contributions to plan in this plan year2025-01-300
Other expenses paid from plan in this plan year2025-01-300
Other contributions to plan in this plan year2025-01-300
Other income to plan in this plan year2025-01-301276
Plan net income in this plan year2025-01-30-279
Net assets as of the end of the plan year2025-01-30150429
Net assets as of the beginning of the plan year2025-01-30150708
Employer contributions to plan in this plan year2025-01-300
Expensese paid to adminstrative service provicers from plan in this plan year2025-01-301555
2023 : THE PUTNEY SCHOOL PENSION PLAN 2023 401k financial data
Total transfers to/from plan in this plan year2023-04-110
Total liabilities as of the end of the plan year2023-04-110
Total liabilities as of the beginning of the plan year2023-04-110
Total expenses incurred by plan in this plan year2023-04-110
Net assets as of the end of the plan year2023-04-11165448
Total assets as of the beginning of the plan year2023-04-11165448
Value of plan covered by a fidelity bond2023-04-11500000
Participant contributions to plan in this plan year2023-04-110
Other expenses paid from plan in this plan year2023-04-110
Other contributions to plan in this plan year2023-04-110
Other income to plan in this plan year2023-04-110
Plan net income in this plan year2023-04-110
Net assets as of the end of the plan year2023-04-11165448
Net assets as of the beginning of the plan year2023-04-11165448
Employer contributions to plan in this plan year2023-04-110
Expensese paid to adminstrative service provicers from plan in this plan year2023-04-110

Potentially related plans

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