401k Plan data: TRUSTEES OF DEERFIELD ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN plan

TRUSTEES OF DEERFIELD ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan Name	TRUSTEES OF DEERFIELD ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number	001

TRUSTEES OF DEERFIELD ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 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.

401k Sponsoring company profile

TRUSTEES OF DEERFIELD ACADEMY has sponsored the creation of one or more 401k plans.

Company Name: TRUSTEES OF DEERFIELD ACADEMY

Employer identification number (EIN): 042103563

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRUSTEES OF DEERFIELD ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01 JANICE KARI GREGORY ROLLAND 2019-03-04
001 2016-07-01 JANICE KARI JULIE COLLINS 2018-04-13
001 2015-07-01 JANICE KARI JULIE COLLINS 2017-04-13
001 2014-07-01 JANICE KARI JULIE COLLINS 2016-04-08
001 2013-07-01 JANICE KARI JULIE COLLINS 2015-01-28
001 2012-07-01 JANICE L. KARI JULIE COLLINS 2014-04-01
001 2011-07-01 JANICE KARI
001 2010-07-01 JANICE L. KARI
001 2009-07-01 JANICE L.KARI
001 2009-01-01 JANICE KARI JOSEPH MANORY 2010-04-12

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2021-07-01
001	2020-07-01
001	2019-07-01
001	2018-07-01
001	2017-07-01	JANICE KARI	GREGORY ROLLAND	2019-03-04
001	2016-07-01	JANICE KARI	JULIE COLLINS	2018-04-13
001	2015-07-01	JANICE KARI	JULIE COLLINS	2017-04-13
001	2014-07-01	JANICE KARI	JULIE COLLINS	2016-04-08
001	2013-07-01	JANICE KARI	JULIE COLLINS	2015-01-28
001	2012-07-01	JANICE L. KARI	JULIE COLLINS	2014-04-01
001	2011-07-01	JANICE KARI
001	2010-07-01	JANICE L. KARI
001	2009-07-01	JANICE L.KARI
001	2009-01-01	JANICE KARI	JOSEPH MANORY	2010-04-12

Plan Statistics for TRUSTEES OF DEERFIELD ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for TRUSTEES OF DEERFIELD ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2021: TRUSTEES OF DEERFIELD ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 882
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 377
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 539
Total of all active and inactive participants 2021-07-01 916
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 14
Total participants 2021-07-01 930
Number of participants with account balances 2021-07-01 918
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 18
2020: TRUSTEES OF DEERFIELD ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 862
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 376
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 503
Total of all active and inactive participants 2020-07-01 879
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 5
Total participants 2020-07-01 884
Number of participants with account balances 2020-07-01 881
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 4
2019: TRUSTEES OF DEERFIELD ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 887
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 367
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 491
Total of all active and inactive participants 2019-07-01 858
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 4
Total participants 2019-07-01 862
Number of participants with account balances 2019-07-01 859
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 18
2018: TRUSTEES OF DEERFIELD ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 857
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 390
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 493
Total of all active and inactive participants 2018-07-01 883
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 4
Total participants 2018-07-01 887
Number of participants with account balances 2018-07-01 884
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 9
2017: TRUSTEES OF DEERFIELD ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 828
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 372
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 480
Total of all active and inactive participants 2017-07-01 852
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 5
Total participants 2017-07-01 857
Number of participants with account balances 2017-07-01 854
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 8
2016: TRUSTEES OF DEERFIELD ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 805
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 348
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 474
Total of all active and inactive participants 2016-07-01 822
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 6
Total participants 2016-07-01 828
Number of participants with account balances 2016-07-01 825
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 4
2015: TRUSTEES OF DEERFIELD ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 774
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 346
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 455
Total of all active and inactive participants 2015-07-01 801
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 5
Total participants 2015-07-01 806
Number of participants with account balances 2015-07-01 803
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: TRUSTEES OF DEERFIELD ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 756
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 328
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 444
Total of all active and inactive participants 2014-07-01 772
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 4
Total participants 2014-07-01 776
Number of participants with account balances 2014-07-01 773
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: TRUSTEES OF DEERFIELD ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 740
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 335
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 419
Total of all active and inactive participants 2013-07-01 754
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 3
Total participants 2013-07-01 757
Number of participants with account balances 2013-07-01 751
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: TRUSTEES OF DEERFIELD ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 728
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 335
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 401
Total of all active and inactive participants 2012-07-01 736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 4
Total participants 2012-07-01 740
Number of participants with account balances 2012-07-01 733
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: TRUSTEES OF DEERFIELD ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 729
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 335
Number of other retired or separated participants entitled to future benefits 2011-07-01 401
Total of all active and inactive participants 2011-07-01 736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 3
Total participants 2011-07-01 739
Number of participants with account balances 2011-07-01 728
2010: TRUSTEES OF DEERFIELD ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 964
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 337
Number of other retired or separated participants entitled to future benefits 2010-07-01 389
Total of all active and inactive participants 2010-07-01 726
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 3
Total participants 2010-07-01 729
Number of participants with account balances 2010-07-01 719
2009: TRUSTEES OF DEERFIELD ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 978
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 804
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 152
Total of all active and inactive participants 2009-07-01 956
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 8
Total participants 2009-07-01 964
Number of participants with account balances 2009-07-01 906
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0
Total participants, beginning-of-year 2009-01-01 702
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 588
Number of retired or separated participants receiving benefits 2009-01-01 39
Number of other retired or separated participants entitled to future benefits 2009-01-01 72
Total of all active and inactive participants 2009-01-01 699
Total participants 2009-01-01 699
Number of participants with account balances 2009-01-01 699
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2021: TRUSTEES OF DEERFIELD ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	882
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	377
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	539
Total of all active and inactive participants	2021-07-01	916
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	14
Total participants	2021-07-01	930
Number of participants with account balances	2021-07-01	918
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	18
2020: TRUSTEES OF DEERFIELD ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	862
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	376
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	503
Total of all active and inactive participants	2020-07-01	879
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	5
Total participants	2020-07-01	884
Number of participants with account balances	2020-07-01	881
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	4
2019: TRUSTEES OF DEERFIELD ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	887
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	367
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	491
Total of all active and inactive participants	2019-07-01	858
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	4
Total participants	2019-07-01	862
Number of participants with account balances	2019-07-01	859
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	18
2018: TRUSTEES OF DEERFIELD ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	857
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	390
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	493
Total of all active and inactive participants	2018-07-01	883
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	4
Total participants	2018-07-01	887
Number of participants with account balances	2018-07-01	884
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	9
2017: TRUSTEES OF DEERFIELD ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	828
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	372
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	480
Total of all active and inactive participants	2017-07-01	852
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	5
Total participants	2017-07-01	857
Number of participants with account balances	2017-07-01	854
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	8
2016: TRUSTEES OF DEERFIELD ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	805
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	348
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	474
Total of all active and inactive participants	2016-07-01	822
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	6
Total participants	2016-07-01	828
Number of participants with account balances	2016-07-01	825
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	4
2015: TRUSTEES OF DEERFIELD ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	774
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	346
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	455
Total of all active and inactive participants	2015-07-01	801
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	5
Total participants	2015-07-01	806
Number of participants with account balances	2015-07-01	803
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: TRUSTEES OF DEERFIELD ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	756
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	328
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	444
Total of all active and inactive participants	2014-07-01	772
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	4
Total participants	2014-07-01	776
Number of participants with account balances	2014-07-01	773
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: TRUSTEES OF DEERFIELD ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	740
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	335
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	419
Total of all active and inactive participants	2013-07-01	754
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	3
Total participants	2013-07-01	757
Number of participants with account balances	2013-07-01	751
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: TRUSTEES OF DEERFIELD ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	728
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	335
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	401
Total of all active and inactive participants	2012-07-01	736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	4
Total participants	2012-07-01	740
Number of participants with account balances	2012-07-01	733
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: TRUSTEES OF DEERFIELD ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	729
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	335
Number of other retired or separated participants entitled to future benefits	2011-07-01	401
Total of all active and inactive participants	2011-07-01	736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	3
Total participants	2011-07-01	739
Number of participants with account balances	2011-07-01	728
2010: TRUSTEES OF DEERFIELD ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	964
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	337
Number of other retired or separated participants entitled to future benefits	2010-07-01	389
Total of all active and inactive participants	2010-07-01	726
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	3
Total participants	2010-07-01	729
Number of participants with account balances	2010-07-01	719
2009: TRUSTEES OF DEERFIELD ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	978
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	804
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	152
Total of all active and inactive participants	2009-07-01	956
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	8
Total participants	2009-07-01	964
Number of participants with account balances	2009-07-01	906
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0
Total participants, beginning-of-year	2009-01-01	702
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	588
Number of retired or separated participants receiving benefits	2009-01-01	39
Number of other retired or separated participants entitled to future benefits	2009-01-01	72
Total of all active and inactive participants	2009-01-01	699
Total participants	2009-01-01	699
Number of participants with account balances	2009-01-01	699
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on TRUSTEES OF DEERFIELD ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN

Measure	Date	Value
2022 : TRUSTEES OF DEERFIELD ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-06-30	$-7,107,773
Total of all expenses incurred	2022-06-30	$4,919,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$4,850,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$5,881,157
Value of total assets at end of year	2022-06-30	$117,189,931
Value of total assets at beginning of year	2022-06-30	$129,217,519
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$69,012
Total interest from all sources	2022-06-30	$1,123,151
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$3,326,248
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$3,326,248
Administrative expenses professional fees incurred	2022-06-30	$10,850
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$500,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$2,029,666
Participant contributions at end of year	2022-06-30	$214,666
Participant contributions at beginning of year	2022-06-30	$83,840
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$1,233,474
Other income not declared elsewhere	2022-06-30	$55,668
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-12,027,588
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$117,189,931
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$129,217,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Investment advisory and management fees	2022-06-30	$18,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$79,098,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$94,384,526
Value of interest in pooled separate accounts at end of year	2022-06-30	$5,283,276
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$3,934,826
Interest on participant loans	2022-06-30	$5,833
Interest earned on other investments	2022-06-30	$1,117,318
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$32,593,126
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$30,814,327
Expenses. Payments to insurance carriers foe the provision of benefits	2022-06-30	$1,220,939
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-18,443,891
Net investment gain/loss from pooled separate accounts	2022-06-30	$949,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$2,618,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$3,629,864
Contract administrator fees	2022-06-30	$40,162
Did the plan have assets held for investment	2022-06-30	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	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	CARON & BLETZER, PLLC
Accountancy firm EIN	2022-06-30	043499945
2021 : TRUSTEES OF DEERFIELD ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-06-30	$31,574,514
Total of all expenses incurred	2021-06-30	$6,860,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$6,787,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$6,074,730
Value of total assets at end of year	2021-06-30	$129,217,519
Value of total assets at beginning of year	2021-06-30	$104,503,189
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$72,959
Total interest from all sources	2021-06-30	$-235,233
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$2,265,270
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$2,265,270
Administrative expenses professional fees incurred	2021-06-30	$10,800
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$500,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$1,964,658
Participant contributions at end of year	2021-06-30	$83,840
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$1,461,242
Other income not declared elsewhere	2021-06-30	$56,357
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$24,714,330
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$129,217,519
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$104,503,189
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Investment advisory and management fees	2021-06-30	$18,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$94,384,526
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$71,359,277
Value of interest in pooled separate accounts at end of year	2021-06-30	$3,934,826
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$3,674,498
Interest on participant loans	2021-06-30	$1,308
Interest earned on other investments	2021-06-30	$-236,541
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$30,814,327
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$29,469,414
Expenses. Payments to insurance carriers foe the provision of benefits	2021-06-30	$1,566,544
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$23,167,137
Net investment gain/loss from pooled separate accounts	2021-06-30	$246,253
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$2,648,830
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$5,220,681
Contract administrator fees	2021-06-30	$44,159
Did the plan have assets held for investment	2021-06-30	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	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Unqualified
Accountancy firm name	2021-06-30	CARON & BLETZER PLLC
Accountancy firm EIN	2021-06-30	043499945
2020 : TRUSTEES OF DEERFIELD ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-06-30	$8,198,751
Total of all expenses incurred	2020-06-30	$6,594,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$6,549,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$4,553,939
Value of total assets at end of year	2020-06-30	$104,503,189
Value of total assets at beginning of year	2020-06-30	$102,898,811
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$45,335
Total interest from all sources	2020-06-30	$1,238,682
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$1,553,832
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$1,553,832
Administrative expenses professional fees incurred	2020-06-30	$10,851
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$500,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$1,834,232
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$215,455
Other income not declared elsewhere	2020-06-30	$56,929
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$1,604,378
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$104,503,189
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$102,898,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Investment advisory and management fees	2020-06-30	$18,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$71,359,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$69,931,675
Value of interest in pooled separate accounts at end of year	2020-06-30	$3,674,498
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$4,022,958
Interest earned on other investments	2020-06-30	$1,238,682
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$29,469,414
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$28,944,178
Expenses. Payments to insurance carriers foe the provision of benefits	2020-06-30	$150,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$750,716
Net investment gain/loss from pooled separate accounts	2020-06-30	$44,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$2,504,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$6,398,557
Contract administrator fees	2020-06-30	$16,484
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-06-30	No
Did the plan have assets held for investment	2020-06-30	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	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	CARON & BLETZER, PLLC
Accountancy firm EIN	2020-06-30	043499945
2019 : TRUSTEES OF DEERFIELD ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-06-30	$10,476,580
Total of all expenses incurred	2019-06-30	$3,465,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$3,438,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$5,150,352
Value of total assets at end of year	2019-06-30	$102,898,811
Value of total assets at beginning of year	2019-06-30	$95,887,824
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$27,232
Total interest from all sources	2019-06-30	$1,168,051
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$1,992,656
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$1,992,656
Administrative expenses professional fees incurred	2019-06-30	$9,232
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$500,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$1,855,689
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$816,701
Other income not declared elsewhere	2019-06-30	$60,068
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$7,010,987
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$102,898,811
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$95,887,824
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Investment advisory and management fees	2019-06-30	$18,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$69,931,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$65,126,917
Value of interest in pooled separate accounts at end of year	2019-06-30	$4,022,958
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$3,345,619
Interest earned on other investments	2019-06-30	$1,168,051
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$28,944,178
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$27,415,288
Expenses. Payments to insurance carriers foe the provision of benefits	2019-06-30	$234,531
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$1,913,393
Net investment gain/loss from pooled separate accounts	2019-06-30	$192,060
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$2,477,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$3,203,830
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-06-30	No
Did the plan have assets held for investment	2019-06-30	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	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	CARON & BLETZER, PLLC
Accountancy firm EIN	2019-06-30	043499945
2018 : TRUSTEES OF DEERFIELD ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-06-30	$12,384,954
Total of all expenses incurred	2018-06-30	$6,131,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$6,104,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$4,749,265
Value of total assets at end of year	2018-06-30	$95,887,824
Value of total assets at beginning of year	2018-06-30	$89,633,949
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$26,248
Total interest from all sources	2018-06-30	$1,064,673
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$929,810
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$929,810
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$500,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$1,792,500
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$551,371
Other income not declared elsewhere	2018-06-30	$41,284
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$6,253,875
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$95,887,824
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$89,633,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$65,126,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$58,844,603
Value of interest in pooled separate accounts at end of year	2018-06-30	$3,345,619
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$3,128,785
Interest earned on other investments	2018-06-30	$1,064,673
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$27,415,288
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$27,660,561
Expenses. Payments to insurance carriers foe the provision of benefits	2018-06-30	$1,400,845
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$5,438,543
Net investment gain/loss from pooled separate accounts	2018-06-30	$161,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$2,405,394
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$4,703,986
Contract administrator fees	2018-06-30	$26,248
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	CARON & BLETZER, PLLC
Accountancy firm EIN	2018-06-30	043499945
2017 : TRUSTEES OF DEERFIELD ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-06-30	$14,011,179
Total of all expenses incurred	2017-06-30	$6,541,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$6,508,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$4,580,395
Value of total assets at end of year	2017-06-30	$89,633,949
Value of total assets at beginning of year	2017-06-30	$82,164,597
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$32,866
Total interest from all sources	2017-06-30	$1,108,952
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$595,306
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$595,306
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$1,648,715
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$560,217
Other income not declared elsewhere	2017-06-30	$47,231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$7,469,352
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$89,633,949
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$82,164,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$58,844,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$52,742,377
Value of interest in pooled separate accounts at end of year	2017-06-30	$3,128,785
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$2,953,185
Interest earned on other investments	2017-06-30	$1,108,952
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$27,660,561
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$26,469,035
Expenses. Payments to insurance carriers foe the provision of benefits	2017-06-30	$718,083
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$7,565,379
Net investment gain/loss from pooled separate accounts	2017-06-30	$113,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$2,371,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$5,790,878
Contract administrator fees	2017-06-30	$32,866
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	CARON & BLETZER, PLLC
Accountancy firm EIN	2017-06-30	043499945
2016 : TRUSTEES OF DEERFIELD ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-06-30	$4,876,175
Total of all expenses incurred	2016-06-30	$8,183,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$8,163,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$4,293,080
Value of total assets at end of year	2016-06-30	$82,164,597
Value of total assets at beginning of year	2016-06-30	$85,472,184
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$20,374
Total interest from all sources	2016-06-30	$1,079,360
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$592,739
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$592,739
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$1,520,511
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$467,184
Other income not declared elsewhere	2016-06-30	$30,418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-3,307,587
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$82,164,597
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$85,472,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$52,742,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$56,995,591
Value of interest in pooled separate accounts at end of year	2016-06-30	$2,953,185
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$2,640,064
Interest earned on other investments	2016-06-30	$1,079,360
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$26,469,035
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$25,836,529
Expenses. Payments to insurance carriers foe the provision of benefits	2016-06-30	$486,357
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-1,307,729
Net investment gain/loss from pooled separate accounts	2016-06-30	$188,307
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$2,305,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$7,677,031
Contract administrator fees	2016-06-30	$20,374
Did the plan have assets held for investment	2016-06-30	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	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	CARON & BLETZER, PLLC
Accountancy firm EIN	2016-06-30	043499945
2015 : TRUSTEES OF DEERFIELD ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-06-30	$7,479,400
Total of all expenses incurred	2015-06-30	$6,836,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$6,818,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$3,802,982
Value of total assets at end of year	2015-06-30	$85,472,184
Value of total assets at beginning of year	2015-06-30	$84,829,581
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$18,550
Total interest from all sources	2015-06-30	$1,062,301
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$381,195
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$381,195
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$1,419,451
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$291,714
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$642,603
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$85,472,184
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$84,829,581
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$56,995,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$56,163,753
Value of interest in pooled separate accounts at end of year	2015-06-30	$2,640,064
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$2,450,831
Interest earned on other investments	2015-06-30	$1,062,301
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$25,836,529
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$26,214,997
Expenses. Payments to insurance carriers foe the provision of benefits	2015-06-30	$130,670
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$1,940,920
Net investment gain/loss from pooled separate accounts	2015-06-30	$292,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$2,091,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$6,687,577
Contract administrator fees	2015-06-30	$18,550
Did the plan have assets held for investment	2015-06-30	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	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	CARON & BLETZER, PLLC
Accountancy firm EIN	2015-06-30	043499945
2014 : TRUSTEES OF DEERFIELD ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-06-30	$14,347,480
Total of all expenses incurred	2014-06-30	$5,650,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$5,650,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$3,480,603
Value of total assets at end of year	2014-06-30	$84,829,581
Value of total assets at beginning of year	2014-06-30	$76,132,716
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$445
Total interest from all sources	2014-06-30	$1,111,061
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$188,988
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$188,988
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$1,353,160
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$84,836
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$8,696,865
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$84,829,581
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$76,132,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$56,163,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$46,558,006
Value of interest in pooled separate accounts at end of year	2014-06-30	$2,450,831
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$2,359,263
Interest earned on other investments	2014-06-30	$1,111,061
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$26,214,997
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$27,215,447
Expenses. Payments to insurance carriers foe the provision of benefits	2014-06-30	$2,125,813
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$9,316,559
Net investment gain/loss from pooled separate accounts	2014-06-30	$250,269
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$2,042,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$3,524,357
Contract administrator fees	2014-06-30	$445
Did the plan have assets held for investment	2014-06-30	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	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	CARON & BLETZER, PLLC
Accountancy firm EIN	2014-06-30	043499945
2013 : TRUSTEES OF DEERFIELD ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-06-30	$10,791,600
Total of all expenses incurred	2013-06-30	$5,218,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$5,218,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$3,319,631
Value of total assets at end of year	2013-06-30	$76,132,716
Value of total assets at beginning of year	2013-06-30	$70,559,124
Total interest from all sources	2013-06-30	$1,067,032
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$33,534
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$33,534
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$1,281,288
Participant contributions at end of year	2013-06-30	$0
Participant contributions at beginning of year	2013-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$83,669
Other income not declared elsewhere	2013-06-30	$7
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$5,573,592
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$76,132,716
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$70,559,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$46,558,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$41,512,822
Value of interest in pooled separate accounts at end of year	2013-06-30	$2,359,263
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$2,091,490
Interest earned on other investments	2013-06-30	$1,067,032
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$27,215,447
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$26,954,812
Expenses. Payments to insurance carriers foe the provision of benefits	2013-06-30	$889,794
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$6,188,490
Net investment gain/loss from pooled separate accounts	2013-06-30	$182,906
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$1,954,674
Employer contributions (assets) at end of year	2013-06-30	$0
Employer contributions (assets) at beginning of year	2013-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$4,328,214
Did the plan have assets held for investment	2013-06-30	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	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	CARON & BLETZER, PLLC
Accountancy firm EIN	2013-06-30	043499945
2012 : TRUSTEES OF DEERFIELD ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total transfer of assets to this plan	2012-06-30	$47,090
Total income from all sources (including contributions)	2012-06-30	$4,275,411
Total of all expenses incurred	2012-06-30	$2,694,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$2,694,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$3,165,689
Value of total assets at end of year	2012-06-30	$70,559,124
Value of total assets at beginning of year	2012-06-30	$68,930,699
Total interest from all sources	2012-06-30	$1,052,794
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$500,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$1,207,558
Participant contributions at end of year	2012-06-30	$0
Participant contributions at beginning of year	2012-06-30	$2,923
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$53,827
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$1,581,335
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$70,559,124
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$68,930,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$41,512,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$40,756,517
Value of interest in pooled separate accounts at end of year	2012-06-30	$2,091,490
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$1,698,704
Interest earned on other investments	2012-06-30	$1,052,794
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$26,954,812
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$26,457,305
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-140,297
Net investment gain/loss from pooled separate accounts	2012-06-30	$197,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$1,904,304
Employer contributions (assets) at end of year	2012-06-30	$0
Employer contributions (assets) at beginning of year	2012-06-30	$15,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$2,694,076
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-06-30	No
Did the plan have assets held for investment	2012-06-30	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	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	BLUM SHAPIRO & COMPANY, P.C.
Accountancy firm EIN	2012-06-30	061009205
2011 : TRUSTEES OF DEERFIELD ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-06-30	$13,403,196
Total of all expenses incurred	2011-06-30	$3,061,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$3,061,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$3,457,730
Value of total assets at end of year	2011-06-30	$68,930,699
Value of total assets at beginning of year	2011-06-30	$58,589,091
Total interest from all sources	2011-06-30	$990,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$500,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$1,299,418
Participant contributions at end of year	2011-06-30	$2,923
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$150,376
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$10,341,608
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$68,930,699
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$58,589,091
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$40,756,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$31,904,180
Value of interest in pooled separate accounts at end of year	2011-06-30	$1,698,704
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$1,196,435
Interest earned on other investments	2011-06-30	$990,088
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$26,457,305
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$25,488,476
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$8,703,735
Net investment gain/loss from pooled separate accounts	2011-06-30	$251,643
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$2,007,936
Employer contributions (assets) at end of year	2011-06-30	$15,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$3,061,588
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-06-30	No
Did the plan have assets held for investment	2011-06-30	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	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	BLUM SHAPIRO & COMPANY, P.C.
Accountancy firm EIN	2011-06-30	061009205