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UPPER VALLEY WALDORF SCHOOL DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan NameUPPER VALLEY WALDORF SCHOOL DEFINED CONTRIBUTION PLAN
Plan identification number 001

UPPER VALLEY WALDORF SCHOOL DEFINED CONTRIBUTION 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).
  • Profit-sharing
  • 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(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • 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

UPPER VALLEY WALDORF SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:UPPER VALLEY WALDORF SCHOOL
Employer identification number (EIN):030312346
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UPPER VALLEY WALDORF SCHOOL DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012014-01-01ANNE PARENT2015-09-17 ANNE PARENT2015-09-17
0012013-01-01ANNE PARENT2014-09-24 ANNE PARENT2014-09-24
0012012-01-01JOCELYN RICHARDS2013-07-17 JOCELYN RICHARDS2013-07-17
0012011-01-01JOCELYN RICHARDS2012-09-25 JOCELYN RICHARDS2012-09-25
0012010-01-01JOCELYN RICHARDS2011-10-14 JOCELYN RICHARDS2011-10-14

Plan Statistics for UPPER VALLEY WALDORF SCHOOL DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for UPPER VALLEY WALDORF SCHOOL DEFINED CONTRIBUTION PLAN

Measure Date Value
2025: UPPER VALLEY WALDORF SCHOOL DEFINED CONTRIBUTION PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-1460
Total number of particpants at end of year2025-07-1454
Number of Participants With Account Balances2025-07-1439
2024: UPPER VALLEY WALDORF SCHOOL DEFINED CONTRIBUTION PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-2062
Total number of particpants at end of year2024-06-2061
Number of Participants With Account Balances2024-06-2039
2022: UPPER VALLEY WALDORF SCHOOL DEFINED CONTRIBUTION PLAN 2022 401k membership
Total number of particpants at beginning of year2022-03-0951
Total number of particpants at end of year2022-03-0953
Number of Participants With Account Balances2022-03-0937

Financial Data on UPPER VALLEY WALDORF SCHOOL DEFINED CONTRIBUTION PLAN

Measure Date Value
2025 : UPPER VALLEY WALDORF SCHOOL DEFINED CONTRIBUTION PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-14330139
Net assets as of the end of the plan year2025-07-141769484
Total assets as of the beginning of the plan year2025-07-141771067
Value of plan covered by a fidelity bond2025-07-14200000
Participant contributions to plan in this plan year2025-07-14105518
Other expenses paid from plan in this plan year2025-07-140
Other income to plan in this plan year2025-07-14202418
Plan net income in this plan year2025-07-14-1583
Net assets as of the end of the plan year2025-07-141769484
Net assets as of the beginning of the plan year2025-07-141771067
Employer contributions to plan in this plan year2025-07-1420620
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-14400
2024 : UPPER VALLEY WALDORF SCHOOL DEFINED CONTRIBUTION PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-2017154
Net assets as of the end of the plan year2024-06-201771067
Total assets as of the beginning of the plan year2024-06-201481144
Value of plan covered by a fidelity bond2024-06-20200000
Participant contributions to plan in this plan year2024-06-2075743
Other expenses paid from plan in this plan year2024-06-200
Other income to plan in this plan year2024-06-20217664
Plan net income in this plan year2024-06-20289923
Net assets as of the end of the plan year2024-06-201771067
Net assets as of the beginning of the plan year2024-06-201481144
Employer contributions to plan in this plan year2024-06-2013670
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-200
2022 : UPPER VALLEY WALDORF SCHOOL DEFINED CONTRIBUTION PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-03-099400
Net assets as of the end of the plan year2022-03-091598795
Total assets as of the beginning of the plan year2022-03-091367509
Value of plan covered by a fidelity bond2022-03-09200000
Participant contributions to plan in this plan year2022-03-0989241
Other expenses paid from plan in this plan year2022-03-090
Other income to plan in this plan year2022-03-09141995
Plan net income in this plan year2022-03-09231286
Net assets as of the end of the plan year2022-03-091598795
Net assets as of the beginning of the plan year2022-03-091367509
Employer contributions to plan in this plan year2022-03-099450
Expensese paid to adminstrative service provicers from plan in this plan year2022-03-090

Potentially related plans

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