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THE LONG TRAIL SCHOOL, INC. 403(B) DC PLAN 401k Plan overview

Plan NameTHE LONG TRAIL SCHOOL, INC. 403(B) DC PLAN
Plan identification number 002

THE LONG TRAIL SCHOOL, INC. 403(B) DC PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • 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

THE LONG TRAIL SCHOOL, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE LONG TRAIL SCHOOL, INC.
Employer identification number (EIN):030253366
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE LONG TRAIL SCHOOL, INC. 403(B) DC PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022021-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022013-01-01
0022012-01-01STEVEN DEAR2013-06-03 STEVEN DEAR2013-06-03
0022011-01-01STEVEN DEAR2012-07-26
0022010-01-01JOHN SUITOR2011-07-21

Plan Statistics for THE LONG TRAIL SCHOOL, INC. 403(B) DC PLAN

401k plan membership statisitcs for THE LONG TRAIL SCHOOL, INC. 403(B) DC PLAN

Measure Date Value
2025: THE LONG TRAIL SCHOOL, INC. 403(B) DC PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-02131
Total number of particpants at end of year2025-10-02147
Number of Participants With Account Balances2025-10-0282
Total number of particpants at beginning of year2025-02-05130
Total number of particpants at end of year2025-02-05131
Number of Participants With Account Balances2025-02-0582

Financial Data on THE LONG TRAIL SCHOOL, INC. 403(B) DC PLAN

Measure Date Value
2025 : THE LONG TRAIL SCHOOL, INC. 403(B) DC PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-10-021651
Total expenses incurred by plan in this plan year2025-10-02716989
Net assets as of the end of the plan year2025-10-025295367
Total assets as of the beginning of the plan year2025-10-025054943
Value of plan covered by a fidelity bond2025-10-02500000
Participant contributions to plan in this plan year2025-10-02154825
Value of participant loans at end of plan year2025-10-0241017
Other contributions to plan in this plan year2025-10-0283279
Other income to plan in this plan year2025-10-02617300
Plan net income in this plan year2025-10-02242075
Net assets as of the end of the plan year2025-10-025295367
Net assets as of the beginning of the plan year2025-10-025053292
Employer contributions to plan in this plan year2025-10-02103660
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-02379
Total liabilities as of the end of the plan year2025-02-051651
Total expenses incurred by plan in this plan year2025-02-05131774
Net assets as of the end of the plan year2025-02-055054943
Total assets as of the beginning of the plan year2025-02-054239354
Value of plan covered by a fidelity bond2025-02-05400000
Participant contributions to plan in this plan year2025-02-05128250
Value of participant loans at end of plan year2025-02-0555788
Other expenses paid from plan in this plan year2025-02-050
Other contributions to plan in this plan year2025-02-052143
Other income to plan in this plan year2025-02-05724407
Plan net income in this plan year2025-02-05813938
Net assets as of the end of the plan year2025-02-055053292
Net assets as of the beginning of the plan year2025-02-054239354
Employer contributions to plan in this plan year2025-02-0590912
Expensese paid to adminstrative service provicers from plan in this plan year2025-02-0550

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