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Plan Name | THE GRAMMAR SCHOOL, INC. 403(B) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | THE GRAMMAR SCHOOL, INC. |
Employer identification number (EIN): | 030211036 |
NAIC Classification: | 611000 |
Additional information about THE GRAMMAR SCHOOL, INC.
Jurisdiction of Incorporation: | Colorado Department of State |
Incorporation Date: | 1992-09-16 |
Company Identification Number: | 19921090757 |
Legal Registered Office Address: |
4848 S ZANG CT Morrison United States of America (USA) 80465 |
More information about THE GRAMMAR SCHOOL, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2020-07-01 | ||||
001 | 2019-07-01 | ||||
001 | 2018-07-01 | ||||
001 | 2017-07-01 | DOMINIC PERRY | |||
001 | 2016-07-01 | DOMINIC PERRY | |||
001 | 2015-07-01 | DOMINIC PERRY | |||
001 | 2014-07-01 | DAN MARCHETTI | |||
001 | 2013-07-01 | DAN MARCHETTI | |||
001 | 2012-07-01 | DEBORAH GRAY | DAN MARCHETTI | 2013-12-13 | |
001 | 2011-07-01 | DEBORAH GRAY | STEVE LORENZ | 2012-10-15 | |
001 | 2010-07-01 | DEBORAH GRAY | STEVE LORENZ | 2011-10-13 | |
001 | 2009-07-01 | DEBORAH GRAY | STEVE LORENZ | 2011-10-13 |
Measure | Date | Value |
---|---|---|
2020: THE GRAMMAR SCHOOL, INC. 403(B) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-07-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 27 |
Total of all active and inactive participants | 2020-07-01 | 27 |
Total participants | 2020-07-01 | 27 |
Number of participants with account balances | 2020-07-01 | 27 |
2019: THE GRAMMAR SCHOOL, INC. 403(B) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-07-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 26 |
Total of all active and inactive participants | 2019-07-01 | 26 |
Total participants | 2019-07-01 | 26 |
Number of participants with account balances | 2019-07-01 | 26 |
2018: THE GRAMMAR SCHOOL, INC. 403(B) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-07-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 22 |
Total of all active and inactive participants | 2018-07-01 | 22 |
Total participants | 2018-07-01 | 22 |
2017: THE GRAMMAR SCHOOL, INC. 403(B) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-07-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 22 |
Total of all active and inactive participants | 2017-07-01 | 22 |
Total participants | 2017-07-01 | 22 |
2016: THE GRAMMAR SCHOOL, INC. 403(B) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-07-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 21 |
Total of all active and inactive participants | 2016-07-01 | 21 |
Total participants | 2016-07-01 | 21 |
2015: THE GRAMMAR SCHOOL, INC. 403(B) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-07-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 20 |
Total of all active and inactive participants | 2015-07-01 | 20 |
Total participants | 2015-07-01 | 20 |
2014: THE GRAMMAR SCHOOL, INC. 403(B) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-07-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 20 |
Total of all active and inactive participants | 2014-07-01 | 20 |
Total participants | 2014-07-01 | 20 |
Number of participants with account balances | 2014-07-01 | 20 |
2013: THE GRAMMAR SCHOOL, INC. 403(B) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-07-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 20 |
Total of all active and inactive participants | 2013-07-01 | 20 |
Total participants | 2013-07-01 | 20 |
Number of participants with account balances | 2013-07-01 | 20 |
2012: THE GRAMMAR SCHOOL, INC. 403(B) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-07-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 21 |
Total of all active and inactive participants | 2012-07-01 | 21 |
Total participants | 2012-07-01 | 21 |
Number of participants with account balances | 2012-07-01 | 21 |
2011: THE GRAMMAR SCHOOL, INC. 403(B) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-07-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 20 |
Number of retired or separated participants receiving benefits | 2011-07-01 | 1 |
Total of all active and inactive participants | 2011-07-01 | 21 |
Total participants | 2011-07-01 | 21 |
Number of participants with account balances | 2011-07-01 | 20 |
2010: THE GRAMMAR SCHOOL, INC. 403(B) PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-07-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 17 |
Total of all active and inactive participants | 2010-07-01 | 17 |
Total participants | 2010-07-01 | 17 |
Number of participants with account balances | 2010-07-01 | 17 |
2009: THE GRAMMAR SCHOOL, INC. 403(B) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-07-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 16 |
Total of all active and inactive participants | 2009-07-01 | 16 |
Total participants | 2009-07-01 | 16 |
Number of participants with account balances | 2009-07-01 | 16 |
Measure | Date | Value |
---|---|---|
2021 : THE GRAMMAR SCHOOL, INC. 403(B) PLAN 2021 401k financial data | ||
Total income from all sources | 2021-06-30 | $1,237,597 |
Expenses. Total of all expenses incurred | 2021-06-30 | $35,665 |
Benefits paid (including direct rollovers) | 2021-06-30 | $35,150 |
Total plan assets at end of year | 2021-06-30 | $4,393,537 |
Total plan assets at beginning of year | 2021-06-30 | $3,191,605 |
Total contributions received or receivable from participants | 2021-06-30 | $31,617 |
Expenses. Other expenses not covered elsewhere | 2021-06-30 | $515 |
Contributions received from other sources (not participants or employers) | 2021-06-30 | $9,030 |
Other income received | 2021-06-30 | $1,195,750 |
Net income (gross income less expenses) | 2021-06-30 | $1,201,932 |
Net plan assets at end of year (total assets less liabilities) | 2021-06-30 | $4,393,537 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-06-30 | $3,191,605 |
Total contributions received or receivable from employer(s) | 2021-06-30 | $1,200 |
2020 : THE GRAMMAR SCHOOL, INC. 403(B) PLAN 2020 401k financial data | ||
Total income from all sources | 2020-06-30 | $492,591 |
Expenses. Total of all expenses incurred | 2020-06-30 | $44,205 |
Benefits paid (including direct rollovers) | 2020-06-30 | $43,765 |
Total plan assets at end of year | 2020-06-30 | $3,191,605 |
Total plan assets at beginning of year | 2020-06-30 | $2,743,219 |
Total contributions received or receivable from participants | 2020-06-30 | $65,471 |
Expenses. Other expenses not covered elsewhere | 2020-06-30 | $440 |
Other income received | 2020-06-30 | $405,079 |
Net income (gross income less expenses) | 2020-06-30 | $448,386 |
Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $3,191,605 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $2,743,219 |
Total contributions received or receivable from employer(s) | 2020-06-30 | $22,041 |
2019 : THE GRAMMAR SCHOOL, INC. 403(B) PLAN 2019 401k financial data | ||
Total income from all sources | 2019-06-30 | $170,754 |
Expenses. Total of all expenses incurred | 2019-06-30 | $440 |
Total plan assets at end of year | 2019-06-30 | $2,743,219 |
Total plan assets at beginning of year | 2019-06-30 | $2,572,905 |
Total contributions received or receivable from participants | 2019-06-30 | $30,649 |
Expenses. Other expenses not covered elsewhere | 2019-06-30 | $440 |
Other income received | 2019-06-30 | $140,105 |
Net income (gross income less expenses) | 2019-06-30 | $170,314 |
Net plan assets at end of year (total assets less liabilities) | 2019-06-30 | $2,743,219 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-06-30 | $2,572,905 |
2018 : THE GRAMMAR SCHOOL, INC. 403(B) PLAN 2018 401k financial data | ||
Total income from all sources | 2018-06-30 | $380,162 |
Expenses. Total of all expenses incurred | 2018-06-30 | $420 |
Total plan assets at end of year | 2018-06-30 | $2,572,904 |
Total plan assets at beginning of year | 2018-06-30 | $2,193,162 |
Total contributions received or receivable from participants | 2018-06-30 | $44,267 |
Expenses. Other expenses not covered elsewhere | 2018-06-30 | $420 |
Other income received | 2018-06-30 | $325,797 |
Net income (gross income less expenses) | 2018-06-30 | $379,742 |
Net plan assets at end of year (total assets less liabilities) | 2018-06-30 | $2,572,904 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-06-30 | $2,193,162 |
Total contributions received or receivable from employer(s) | 2018-06-30 | $10,098 |
2017 : THE GRAMMAR SCHOOL, INC. 403(B) PLAN 2017 401k financial data | ||
Total income from all sources | 2017-06-30 | $408,880 |
Expenses. Total of all expenses incurred | 2017-06-30 | $90,404 |
Benefits paid (including direct rollovers) | 2017-06-30 | $90,000 |
Total plan assets at end of year | 2017-06-30 | $2,193,162 |
Total plan assets at beginning of year | 2017-06-30 | $1,874,686 |
Total contributions received or receivable from participants | 2017-06-30 | $56,678 |
Expenses. Other expenses not covered elsewhere | 2017-06-30 | $404 |
Other income received | 2017-06-30 | $341,714 |
Net income (gross income less expenses) | 2017-06-30 | $318,476 |
Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $2,193,162 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $1,874,686 |
Total contributions received or receivable from employer(s) | 2017-06-30 | $10,488 |
2016 : THE GRAMMAR SCHOOL, INC. 403(B) PLAN 2016 401k financial data | ||
Total income from all sources | 2016-06-30 | $-21,078 |
Expenses. Total of all expenses incurred | 2016-06-30 | $400 |
Total plan assets at end of year | 2016-06-30 | $1,874,686 |
Total plan assets at beginning of year | 2016-06-30 | $1,896,164 |
Total contributions received or receivable from participants | 2016-06-30 | $46,929 |
Expenses. Other expenses not covered elsewhere | 2016-06-30 | $400 |
Other income received | 2016-06-30 | $-77,515 |
Net income (gross income less expenses) | 2016-06-30 | $-21,478 |
Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $1,874,686 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $1,896,164 |
Total contributions received or receivable from employer(s) | 2016-06-30 | $9,508 |
2015 : THE GRAMMAR SCHOOL, INC. 403(B) PLAN 2015 401k financial data | ||
Total income from all sources | 2015-06-30 | $189,388 |
Expenses. Total of all expenses incurred | 2015-06-30 | $406,706 |
Benefits paid (including direct rollovers) | 2015-06-30 | $406,301 |
Total plan assets at end of year | 2015-06-30 | $1,896,164 |
Total plan assets at beginning of year | 2015-06-30 | $2,113,482 |
Total contributions received or receivable from participants | 2015-06-30 | $60,275 |
Expenses. Other expenses not covered elsewhere | 2015-06-30 | $405 |
Other income received | 2015-06-30 | $117,483 |
Net income (gross income less expenses) | 2015-06-30 | $-217,318 |
Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $1,896,164 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $2,113,482 |
Total contributions received or receivable from employer(s) | 2015-06-30 | $11,630 |
2014 : THE GRAMMAR SCHOOL, INC. 403(B) PLAN 2014 401k financial data | ||
Total income from all sources | 2014-06-30 | $516,579 |
Expenses. Total of all expenses incurred | 2014-06-30 | $113,812 |
Benefits paid (including direct rollovers) | 2014-06-30 | $113,392 |
Total plan assets at end of year | 2014-06-30 | $2,113,482 |
Total plan assets at beginning of year | 2014-06-30 | $1,710,715 |
Total contributions received or receivable from participants | 2014-06-30 | $86,390 |
Expenses. Other expenses not covered elsewhere | 2014-06-30 | $420 |
Other income received | 2014-06-30 | $423,044 |
Net income (gross income less expenses) | 2014-06-30 | $402,767 |
Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $2,113,482 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $1,710,715 |
Total contributions received or receivable from employer(s) | 2014-06-30 | $7,145 |
2013 : THE GRAMMAR SCHOOL, INC. 403(B) PLAN 2013 401k financial data | ||
Total income from all sources | 2013-06-30 | $326,484 |
Expenses. Total of all expenses incurred | 2013-06-30 | $428 |
Total plan assets at end of year | 2013-06-30 | $1,710,715 |
Total plan assets at beginning of year | 2013-06-30 | $1,384,659 |
Total contributions received or receivable from participants | 2013-06-30 | $81,948 |
Expenses. Other expenses not covered elsewhere | 2013-06-30 | $428 |
Other income received | 2013-06-30 | $236,800 |
Net income (gross income less expenses) | 2013-06-30 | $326,056 |
Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $1,710,715 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $1,384,659 |
Total contributions received or receivable from employer(s) | 2013-06-30 | $7,736 |
2012 : THE GRAMMAR SCHOOL, INC. 403(B) PLAN 2012 401k financial data | ||
Total income from all sources | 2012-06-30 | $52,842 |
Expenses. Total of all expenses incurred | 2012-06-30 | $403 |
Total plan assets at end of year | 2012-06-30 | $1,384,659 |
Total plan assets at beginning of year | 2012-06-30 | $1,332,220 |
Total contributions received or receivable from participants | 2012-06-30 | $77,481 |
Expenses. Other expenses not covered elsewhere | 2012-06-30 | $403 |
Other income received | 2012-06-30 | $-31,735 |
Net income (gross income less expenses) | 2012-06-30 | $52,439 |
Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $1,384,659 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $1,332,220 |
Total contributions received or receivable from employer(s) | 2012-06-30 | $7,096 |
2011 : THE GRAMMAR SCHOOL, INC. 403(B) PLAN 2011 401k financial data | ||
Total income from all sources | 2011-06-30 | $380,400 |
Expenses. Total of all expenses incurred | 2011-06-30 | $6,346 |
Benefits paid (including direct rollovers) | 2011-06-30 | $5,968 |
Total plan assets at end of year | 2011-06-30 | $1,332,220 |
Total plan assets at beginning of year | 2011-06-30 | $958,166 |
Total contributions received or receivable from participants | 2011-06-30 | $58,840 |
Expenses. Other expenses not covered elsewhere | 2011-06-30 | $378 |
Other income received | 2011-06-30 | $314,717 |
Net income (gross income less expenses) | 2011-06-30 | $374,054 |
Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $1,332,220 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $958,166 |
Total contributions received or receivable from employer(s) | 2011-06-30 | $6,843 |
2020: THE GRAMMAR SCHOOL, INC. 403(B) PLAN 2020 form 5500 responses | ||
---|---|---|
2020-07-01 | Type of plan entity | Single employer plan |
2020-07-01 | Submission has been amended | No |
2020-07-01 | This submission is the final filing | No |
2020-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-07-01 | Plan is a collectively bargained plan | No |
2020-07-01 | Plan funding arrangement – Trust | Yes |
2020-07-01 | Plan benefit arrangement - Trust | Yes |
2019: THE GRAMMAR SCHOOL, INC. 403(B) PLAN 2019 form 5500 responses | ||
2019-07-01 | Type of plan entity | Single employer plan |
2019-07-01 | Submission has been amended | No |
2019-07-01 | This submission is the final filing | No |
2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-07-01 | Plan is a collectively bargained plan | No |
2019-07-01 | Plan funding arrangement – Trust | Yes |
2019-07-01 | Plan benefit arrangement - Trust | Yes |
2018: THE GRAMMAR SCHOOL, INC. 403(B) PLAN 2018 form 5500 responses | ||
2018-07-01 | Type of plan entity | Single employer plan |
2018-07-01 | Submission has been amended | No |
2018-07-01 | This submission is the final filing | No |
2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-07-01 | Plan is a collectively bargained plan | No |
2018-07-01 | Plan funding arrangement – Trust | Yes |
2018-07-01 | Plan benefit arrangement - Trust | Yes |
2017: THE GRAMMAR SCHOOL, INC. 403(B) PLAN 2017 form 5500 responses | ||
2017-07-01 | Type of plan entity | Single employer plan |
2017-07-01 | Submission has been amended | No |
2017-07-01 | This submission is the final filing | No |
2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-07-01 | Plan is a collectively bargained plan | No |
2017-07-01 | Plan funding arrangement – Trust | Yes |
2017-07-01 | Plan benefit arrangement - Trust | Yes |
2016: THE GRAMMAR SCHOOL, INC. 403(B) PLAN 2016 form 5500 responses | ||
2016-07-01 | Type of plan entity | Single employer plan |
2016-07-01 | Submission has been amended | No |
2016-07-01 | This submission is the final filing | No |
2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-07-01 | Plan is a collectively bargained plan | No |
2016-07-01 | Plan funding arrangement – Trust | Yes |
2016-07-01 | Plan benefit arrangement - Trust | Yes |
2015: THE GRAMMAR SCHOOL, INC. 403(B) PLAN 2015 form 5500 responses | ||
2015-07-01 | Type of plan entity | Single employer plan |
2015-07-01 | Submission has been amended | No |
2015-07-01 | This submission is the final filing | No |
2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-07-01 | Plan is a collectively bargained plan | No |
2015-07-01 | Plan funding arrangement – Trust | Yes |
2015-07-01 | Plan benefit arrangement - Trust | Yes |
2014: THE GRAMMAR SCHOOL, INC. 403(B) PLAN 2014 form 5500 responses | ||
2014-07-01 | Type of plan entity | Single employer plan |
2014-07-01 | Submission has been amended | No |
2014-07-01 | This submission is the final filing | No |
2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-07-01 | Plan is a collectively bargained plan | No |
2014-07-01 | Plan funding arrangement – Trust | Yes |
2014-07-01 | Plan benefit arrangement - Trust | Yes |
2013: THE GRAMMAR SCHOOL, INC. 403(B) PLAN 2013 form 5500 responses | ||
2013-07-01 | Type of plan entity | Single employer plan |
2013-07-01 | Submission has been amended | No |
2013-07-01 | This submission is the final filing | No |
2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-07-01 | Plan is a collectively bargained plan | No |
2013-07-01 | Plan funding arrangement – Trust | Yes |
2013-07-01 | Plan benefit arrangement - Trust | Yes |
2012: THE GRAMMAR SCHOOL, INC. 403(B) PLAN 2012 form 5500 responses | ||
2012-07-01 | Type of plan entity | Single employer plan |
2012-07-01 | Plan funding arrangement – Trust | Yes |
2012-07-01 | Plan benefit arrangement - Trust | Yes |
2011: THE GRAMMAR SCHOOL, INC. 403(B) PLAN 2011 form 5500 responses | ||
2011-07-01 | Type of plan entity | Single employer plan |
2011-07-01 | Plan funding arrangement – Trust | Yes |
2011-07-01 | Plan benefit arrangement - Trust | Yes |
2010: THE GRAMMAR SCHOOL, INC. 403(B) PLAN 2010 form 5500 responses | ||
2010-07-01 | Type of plan entity | Single employer plan |
2010-07-01 | Plan funding arrangement – Trust | Yes |
2010-07-01 | Plan benefit arrangement - Trust | Yes |
2009: THE GRAMMAR SCHOOL, INC. 403(B) PLAN 2009 form 5500 responses | ||
2009-07-01 | Type of plan entity | Single employer plan |
2009-07-01 | First time form 5500 has been submitted | Yes |
2009-07-01 | Plan funding arrangement – Trust | Yes |
2009-07-01 | Plan benefit arrangement - Trust | Yes |