401k Plan data: PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN plan

PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN 401k Plan overview

Plan Name	PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN
Plan identification number	003

PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN Benefits

401k Plan Type

Defined 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
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.
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

PERKINS SCHOOL FOR THE BLIND has sponsored the creation of one or more 401k plans.

Company Name: PERKINS SCHOOL FOR THE BLIND

Employer identification number (EIN): 042103616

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2024-09-01 MAUREEN LISTER
003 2023-09-01 MAUREEN LISTER
003 2022-09-01
003 2022-09-01 ASTRID VERMEER
003 2021-09-01
003 2021-09-01 ASTRID VERMEER
003 2020-09-01
003 2019-09-01
003 2016-09-01 JOHN CZAJKOWSKI
003 2015-09-01 LYNN WOOD LYNN WOOD 2017-06-13
003 2014-09-01 LISA CALISE
003 2013-09-01 PAULINE DONOGHUE
003 2012-09-01 PAULINE DONOGHUE
003 2011-09-01 PAULINE DONOGHUE
003 2010-09-01 PAULINE DONOGHUE
003 2009-09-01 PAULINE DONOGHUE
003 2009-09-01 PAULINE DONOGHUE

Plan Statistics for PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN

401k plan membership statisitcs for PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN

Measure Date Value
2022: PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-09-01 841
Total number of active participants reported on line 7a of the Form 5500 2022-09-01 560
Number of retired or separated participants receiving benefits 2022-09-01 15
Number of other retired or separated participants entitled to future benefits 2022-09-01 487
Total of all active and inactive participants 2022-09-01 1,062
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-09-01 4
Total participants 2022-09-01 1,066
Number of participants with account balances 2022-09-01 1,066
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-09-01 10
2021: PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-09-01 875
Total number of active participants reported on line 7a of the Form 5500 2021-09-01 368
Number of retired or separated participants receiving benefits 2021-09-01 14
Number of other retired or separated participants entitled to future benefits 2021-09-01 459
Total of all active and inactive participants 2021-09-01 841
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-09-01 0
Total participants 2021-09-01 841
Number of participants with account balances 2021-09-01 771
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-09-01 26
2020: PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-09-01 916
Total number of active participants reported on line 7a of the Form 5500 2020-09-01 395
Number of retired or separated participants receiving benefits 2020-09-01 11
Number of other retired or separated participants entitled to future benefits 2020-09-01 469
Total of all active and inactive participants 2020-09-01 875
Total participants 2020-09-01 875
Number of participants with account balances 2020-09-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-09-01 23
2019: PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-09-01 480
Total number of active participants reported on line 7a of the Form 5500 2019-09-01 429
Number of retired or separated participants receiving benefits 2019-09-01 13
Number of other retired or separated participants entitled to future benefits 2019-09-01 474
Total of all active and inactive participants 2019-09-01 916
Total participants 2019-09-01 916
Number of participants with account balances 2019-09-01 846
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-09-01 33
2016: PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-09-01 1,050
Total number of active participants reported on line 7a of the Form 5500 2016-09-01 567
Number of retired or separated participants receiving benefits 2016-09-01 10
Number of other retired or separated participants entitled to future benefits 2016-09-01 404
Total of all active and inactive participants 2016-09-01 981
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-09-01 0
Total participants 2016-09-01 981
Number of participants with account balances 2016-09-01 910
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-09-01 41
2015: PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-09-01 943
Total number of active participants reported on line 7a of the Form 5500 2015-09-01 673
Number of retired or separated participants receiving benefits 2015-09-01 10
Number of other retired or separated participants entitled to future benefits 2015-09-01 367
Total of all active and inactive participants 2015-09-01 1,050
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-09-01 0
Total participants 2015-09-01 1,050
Number of participants with account balances 2015-09-01 951
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-09-01 15
2014: PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-09-01 930
Total number of active participants reported on line 7a of the Form 5500 2014-09-01 668
Number of retired or separated participants receiving benefits 2014-09-01 12
Number of other retired or separated participants entitled to future benefits 2014-09-01 347
Total of all active and inactive participants 2014-09-01 1,027
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-09-01 0
Total participants 2014-09-01 1,027
Number of participants with account balances 2014-09-01 943
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-09-01 19
2013: PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-09-01 890
Total number of active participants reported on line 7a of the Form 5500 2013-09-01 601
Number of retired or separated participants receiving benefits 2013-09-01 10
Number of other retired or separated participants entitled to future benefits 2013-09-01 318
Total of all active and inactive participants 2013-09-01 929
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-09-01 2
Total participants 2013-09-01 931
Number of participants with account balances 2013-09-01 930
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-09-01 12
2012: PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-09-01 885
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 531
Number of retired or separated participants receiving benefits 2012-09-01 4
Number of other retired or separated participants entitled to future benefits 2012-09-01 310
Total of all active and inactive participants 2012-09-01 845
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-09-01 6
Total participants 2012-09-01 851
Number of participants with account balances 2012-09-01 890
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-09-01 89
2011: PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-09-01 885
Total number of active participants reported on line 7a of the Form 5500 2011-09-01 558
Number of retired or separated participants receiving benefits 2011-09-01 4
Number of other retired or separated participants entitled to future benefits 2011-09-01 347
Total of all active and inactive participants 2011-09-01 909
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-09-01 3
Total participants 2011-09-01 912
Number of participants with account balances 2011-09-01 895
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-09-01 72
2010: PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-09-01 873
Total number of active participants reported on line 7a of the Form 5500 2010-09-01 575
Number of retired or separated participants receiving benefits 2010-09-01 7
Number of other retired or separated participants entitled to future benefits 2010-09-01 300
Total of all active and inactive participants 2010-09-01 882
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-09-01 3
Total participants 2010-09-01 885
Number of participants with account balances 2010-09-01 885
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-09-01 65
2009: PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-09-01 853
Total number of active participants reported on line 7a of the Form 5500 2009-09-01 603
Number of retired or separated participants receiving benefits 2009-09-01 6
Number of other retired or separated participants entitled to future benefits 2009-09-01 296
Total of all active and inactive participants 2009-09-01 905
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-09-01 2
Total participants 2009-09-01 907
Number of participants with account balances 2009-09-01 873
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-09-01 27

Measure	Date	Value
2022: PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-09-01	841
Total number of active participants reported on line 7a of the Form 5500	2022-09-01	560
Number of retired or separated participants receiving benefits	2022-09-01	15
Number of other retired or separated participants entitled to future benefits	2022-09-01	487
Total of all active and inactive participants	2022-09-01	1,062
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-09-01	4
Total participants	2022-09-01	1,066
Number of participants with account balances	2022-09-01	1,066
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-09-01	10
2021: PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-09-01	875
Total number of active participants reported on line 7a of the Form 5500	2021-09-01	368
Number of retired or separated participants receiving benefits	2021-09-01	14
Number of other retired or separated participants entitled to future benefits	2021-09-01	459
Total of all active and inactive participants	2021-09-01	841
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-09-01	0
Total participants	2021-09-01	841
Number of participants with account balances	2021-09-01	771
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-09-01	26
2020: PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-09-01	916
Total number of active participants reported on line 7a of the Form 5500	2020-09-01	395
Number of retired or separated participants receiving benefits	2020-09-01	11
Number of other retired or separated participants entitled to future benefits	2020-09-01	469
Total of all active and inactive participants	2020-09-01	875
Total participants	2020-09-01	875
Number of participants with account balances	2020-09-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-09-01	23
2019: PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-09-01	480
Total number of active participants reported on line 7a of the Form 5500	2019-09-01	429
Number of retired or separated participants receiving benefits	2019-09-01	13
Number of other retired or separated participants entitled to future benefits	2019-09-01	474
Total of all active and inactive participants	2019-09-01	916
Total participants	2019-09-01	916
Number of participants with account balances	2019-09-01	846
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-09-01	33
2016: PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-09-01	1,050
Total number of active participants reported on line 7a of the Form 5500	2016-09-01	567
Number of retired or separated participants receiving benefits	2016-09-01	10
Number of other retired or separated participants entitled to future benefits	2016-09-01	404
Total of all active and inactive participants	2016-09-01	981
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-09-01	0
Total participants	2016-09-01	981
Number of participants with account balances	2016-09-01	910
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-09-01	41
2015: PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-09-01	943
Total number of active participants reported on line 7a of the Form 5500	2015-09-01	673
Number of retired or separated participants receiving benefits	2015-09-01	10
Number of other retired or separated participants entitled to future benefits	2015-09-01	367
Total of all active and inactive participants	2015-09-01	1,050
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-09-01	0
Total participants	2015-09-01	1,050
Number of participants with account balances	2015-09-01	951
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-09-01	15
2014: PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-09-01	930
Total number of active participants reported on line 7a of the Form 5500	2014-09-01	668
Number of retired or separated participants receiving benefits	2014-09-01	12
Number of other retired or separated participants entitled to future benefits	2014-09-01	347
Total of all active and inactive participants	2014-09-01	1,027
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-09-01	0
Total participants	2014-09-01	1,027
Number of participants with account balances	2014-09-01	943
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-09-01	19
2013: PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-09-01	890
Total number of active participants reported on line 7a of the Form 5500	2013-09-01	601
Number of retired or separated participants receiving benefits	2013-09-01	10
Number of other retired or separated participants entitled to future benefits	2013-09-01	318
Total of all active and inactive participants	2013-09-01	929
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-09-01	2
Total participants	2013-09-01	931
Number of participants with account balances	2013-09-01	930
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-09-01	12
2012: PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-09-01	885
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	531
Number of retired or separated participants receiving benefits	2012-09-01	4
Number of other retired or separated participants entitled to future benefits	2012-09-01	310
Total of all active and inactive participants	2012-09-01	845
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-09-01	6
Total participants	2012-09-01	851
Number of participants with account balances	2012-09-01	890
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-09-01	89
2011: PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-09-01	885
Total number of active participants reported on line 7a of the Form 5500	2011-09-01	558
Number of retired or separated participants receiving benefits	2011-09-01	4
Number of other retired or separated participants entitled to future benefits	2011-09-01	347
Total of all active and inactive participants	2011-09-01	909
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-09-01	3
Total participants	2011-09-01	912
Number of participants with account balances	2011-09-01	895
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-09-01	72
2010: PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-09-01	873
Total number of active participants reported on line 7a of the Form 5500	2010-09-01	575
Number of retired or separated participants receiving benefits	2010-09-01	7
Number of other retired or separated participants entitled to future benefits	2010-09-01	300
Total of all active and inactive participants	2010-09-01	882
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-09-01	3
Total participants	2010-09-01	885
Number of participants with account balances	2010-09-01	885
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-09-01	65
2009: PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-09-01	853
Total number of active participants reported on line 7a of the Form 5500	2009-09-01	603
Number of retired or separated participants receiving benefits	2009-09-01	6
Number of other retired or separated participants entitled to future benefits	2009-09-01	296
Total of all active and inactive participants	2009-09-01	905
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-09-01	2
Total participants	2009-09-01	907
Number of participants with account balances	2009-09-01	873
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-09-01	27

Financial Data on PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN

Measure	Date	Value
2023 : PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets	2023-08-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2023-08-31	$0
Total unrealized appreciation/depreciation of assets	2023-08-31	$0
Total transfer of assets to this plan	2023-08-31	$0
Total transfer of assets from this plan	2023-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-08-31	$0
Expenses. Interest paid	2023-08-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2023-08-31	$0
Total income from all sources (including contributions)	2023-08-31	$10,256,006
Total loss/gain on sale of assets	2023-08-31	$0
Total of all expenses incurred	2023-08-31	$5,231,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-08-31	$5,198,341
Expenses. Certain deemed distributions of participant loans	2023-08-31	$0
Value of total corrective distributions	2023-08-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-08-31	$3,469,453
Value of total assets at end of year	2023-08-31	$68,026,700
Value of total assets at beginning of year	2023-08-31	$63,002,588
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-08-31	$33,553
Total income from rents	2023-08-31	$0
Total interest from all sources	2023-08-31	$238,531
Total dividends received (eg from common stock, registered investment company shares)	2023-08-31	$2,324,213
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-08-31	$2,324,213
Assets. Real estate other than employer real property at end of year	2023-08-31	$0
Assets. Real estate other than employer real property at beginning of year	2023-08-31	$0
Administrative expenses professional fees incurred	2023-08-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2023-08-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2023-08-31	$0
Was this plan covered by a fidelity bond	2023-08-31	Yes
Value of fidelity bond cover	2023-08-31	$500,000
If this is an individual account plan, was there a blackout period	2023-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-08-31	No
Contributions received from participants	2023-08-31	$0
Participant contributions at end of year	2023-08-31	$0
Participant contributions at beginning of year	2023-08-31	$0
Participant contributions at end of year	2023-08-31	$0
Participant contributions at beginning of year	2023-08-31	$0
Assets. Other investments not covered elsewhere at end of year	2023-08-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2023-08-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-08-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2023-08-31	$0
Assets. Loans (other than to participants) at end of year	2023-08-31	$0
Assets. Loans (other than to participants) at beginning of year	2023-08-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-08-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-08-31	$0
Other income not declared elsewhere	2023-08-31	$55,000
Administrative expenses (other) incurred	2023-08-31	$33,553
Liabilities. Value of operating payables at end of year	2023-08-31	$0
Liabilities. Value of operating payables at beginning of year	2023-08-31	$0
Total non interest bearing cash at end of year	2023-08-31	$0
Total non interest bearing cash at beginning of year	2023-08-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-08-31	No
Income. Non cash contributions	2023-08-31	$0
Value of net income/loss	2023-08-31	$5,024,112
Value of net assets at end of year (total assets less liabilities)	2023-08-31	$68,026,700
Value of net assets at beginning of year (total assets less liabilities)	2023-08-31	$63,002,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-08-31	No
Were any leases to which the plan was party in default or uncollectible	2023-08-31	No
Assets. partnership/joint venture interests at end of year	2023-08-31	$0
Assets. partnership/joint venture interests at beginning of year	2023-08-31	$0
Investment advisory and management fees	2023-08-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-08-31	$62,293,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-08-31	$56,692,363
Value of interest in pooled separate accounts at end of year	2023-08-31	$0
Value of interest in pooled separate accounts at beginning of year	2023-08-31	$0
Interest on participant loans	2023-08-31	$0
Income. Interest from loans (other than to participants)	2023-08-31	$0
Interest earned on other investments	2023-08-31	$0
Income. Interest from US Government securities	2023-08-31	$0
Income. Interest from corporate debt instruments	2023-08-31	$0
Value of interest in master investment trust accounts at end of year	2023-08-31	$0
Value of interest in master investment trust accounts at beginning of year	2023-08-31	$0
Value of interest in common/collective trusts at end of year	2023-08-31	$0
Value of interest in common/collective trusts at beginning of year	2023-08-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-08-31	$5,505,967
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-08-31	$6,111,482
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-08-31	$6,111,482
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-08-31	$238,531
Assets. Value of investments in 103.12 investment entities at end of year	2023-08-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2023-08-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-08-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-08-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2023-08-31	$0
Asset value of US Government securities at end of year	2023-08-31	$0
Asset value of US Government securities at beginning of year	2023-08-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-08-31	$4,168,809
Net investment gain/loss from pooled separate accounts	2023-08-31	$0
Net investment gain or loss from common/collective trusts	2023-08-31	$0
Net gain/loss from 103.12 investment entities	2023-08-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-08-31	No
Was there a failure to transmit to the plan any participant contributions	2023-08-31	No
Has the plan failed to provide any benefit when due under the plan	2023-08-31	No
Assets. Invements in employer securities at end of year	2023-08-31	$0
Assets. Invements in employer securities at beginning of year	2023-08-31	$0
Assets. Value of employer real property at end of year	2023-08-31	$0
Assets. Value of employer real property at beginning of year	2023-08-31	$0
Contributions received in cash from employer	2023-08-31	$3,469,453
Employer contributions (assets) at end of year	2023-08-31	$227,026
Employer contributions (assets) at beginning of year	2023-08-31	$198,743
Income. Dividends from preferred stock	2023-08-31	$0
Income. Dividends from common stock	2023-08-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-08-31	$5,198,341
Asset. Corporate debt instrument preferred debt at end of year	2023-08-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2023-08-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2023-08-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2023-08-31	$0
Contract administrator fees	2023-08-31	$0
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	2023-08-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2023-08-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2023-08-31	$0
Liabilities. Value of benefit claims payable at end of year	2023-08-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2023-08-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2023-08-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2023-08-31	$0
Did the plan have assets held for investment	2023-08-31	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	2023-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-08-31	No
Aggregate proceeds on sale of assets	2023-08-31	$0
Aggregate carrying amount (costs) on sale of assets	2023-08-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2023-08-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2023-08-31	$0
Opinion of an independent qualified public accountant for this plan	2023-08-31	Unqualified
Accountancy firm name	2023-08-31	CARON & BLETZER P LLC
Accountancy firm EIN	2023-08-31	043499945
2022 : PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-09-01	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-09-01	$0
Total unrealized appreciation/depreciation of assets	2022-09-01	$0
Total transfer of assets to this plan	2022-09-01	$0
Total transfer of assets from this plan	2022-09-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-09-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-09-01	$0
Total income from all sources (including contributions)	2022-09-01	$10,256,006
Total loss/gain on sale of assets	2022-09-01	$0
Total of all expenses incurred	2022-09-01	$5,231,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-09-01	$5,198,341
Expenses. Certain deemed distributions of participant loans	2022-09-01	$0
Value of total corrective distributions	2022-09-01	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-09-01	$3,469,453
Value of total assets at end of year	2022-09-01	$68,026,700
Value of total assets at beginning of year	2022-09-01	$63,002,588
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-09-01	$33,553
Total income from rents	2022-09-01	$0
Total interest from all sources	2022-09-01	$238,531
Total dividends received (eg from common stock, registered investment company shares)	2022-09-01	$2,324,213
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-09-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-09-01	$2,324,213
Assets. Real estate other than employer real property at end of year	2022-09-01	$0
Assets. Real estate other than employer real property at beginning of year	2022-09-01	$0
Administrative expenses professional fees incurred	2022-09-01	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-09-01	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-09-01	$0
Was this plan covered by a fidelity bond	2022-09-01	Yes
Value of fidelity bond cover	2022-09-01	$500,000
If this is an individual account plan, was there a blackout period	2022-09-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-09-01	No
Contributions received from participants	2022-09-01	$0
Participant contributions at end of year	2022-09-01	$0
Participant contributions at beginning of year	2022-09-01	$0
Participant contributions at end of year	2022-09-01	$0
Participant contributions at beginning of year	2022-09-01	$0
Assets. Other investments not covered elsewhere at end of year	2022-09-01	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-09-01	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-09-01	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-09-01	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-09-01	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-09-01	$0
Assets. Loans (other than to participants) at end of year	2022-09-01	$0
Assets. Loans (other than to participants) at beginning of year	2022-09-01	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-09-01	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-09-01	$0
Other income not declared elsewhere	2022-09-01	$55,000
Administrative expenses (other) incurred	2022-09-01	$33,553
Liabilities. Value of operating payables at end of year	2022-09-01	$0
Liabilities. Value of operating payables at beginning of year	2022-09-01	$0
Total non interest bearing cash at end of year	2022-09-01	$0
Total non interest bearing cash at beginning of year	2022-09-01	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-09-01	No
Income. Non cash contributions	2022-09-01	$0
Value of net income/loss	2022-09-01	$5,024,112
Value of net assets at end of year (total assets less liabilities)	2022-09-01	$68,026,700
Value of net assets at beginning of year (total assets less liabilities)	2022-09-01	$63,002,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-09-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-09-01	No
Were any leases to which the plan was party in default or uncollectible	2022-09-01	No
Assets. partnership/joint venture interests at end of year	2022-09-01	$0
Assets. partnership/joint venture interests at beginning of year	2022-09-01	$0
Investment advisory and management fees	2022-09-01	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-09-01	$62,293,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-09-01	$56,692,363
Value of interest in pooled separate accounts at end of year	2022-09-01	$0
Value of interest in pooled separate accounts at beginning of year	2022-09-01	$0
Interest on participant loans	2022-09-01	$0
Income. Interest from loans (other than to participants)	2022-09-01	$0
Interest earned on other investments	2022-09-01	$0
Income. Interest from US Government securities	2022-09-01	$0
Income. Interest from corporate debt instruments	2022-09-01	$0
Value of interest in master investment trust accounts at end of year	2022-09-01	$0
Value of interest in master investment trust accounts at beginning of year	2022-09-01	$0
Value of interest in common/collective trusts at end of year	2022-09-01	$0
Value of interest in common/collective trusts at beginning of year	2022-09-01	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-09-01	$5,505,967
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-09-01	$238,531
Assets. Value of investments in 103.12 investment entities at end of year	2022-09-01	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-09-01	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-09-01	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-09-01	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2022-09-01	$0
Asset value of US Government securities at end of year	2022-09-01	$0
Asset value of US Government securities at beginning of year	2022-09-01	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-09-01	$4,168,809
Net investment gain/loss from pooled separate accounts	2022-09-01	$0
Net investment gain or loss from common/collective trusts	2022-09-01	$0
Net gain/loss from 103.12 investment entities	2022-09-01	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-09-01	No
Was there a failure to transmit to the plan any participant contributions	2022-09-01	No
Has the plan failed to provide any benefit when due under the plan	2022-09-01	No
Assets. Invements in employer securities at end of year	2022-09-01	$0
Assets. Invements in employer securities at beginning of year	2022-09-01	$0
Assets. Value of employer real property at end of year	2022-09-01	$0
Assets. Value of employer real property at beginning of year	2022-09-01	$0
Contributions received in cash from employer	2022-09-01	$3,469,453
Employer contributions (assets) at end of year	2022-09-01	$227,026
Employer contributions (assets) at beginning of year	2022-09-01	$198,743
Income. Dividends from preferred stock	2022-09-01	$0
Income. Dividends from common stock	2022-09-01	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-09-01	$5,198,341
Asset. Corporate debt instrument preferred debt at end of year	2022-09-01	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-09-01	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-09-01	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-09-01	$0
Contract administrator fees	2022-09-01	$0
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	2022-09-01	No
Assets. Corporate common stocks other than exployer securities at end of year	2022-09-01	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-09-01	$0
Liabilities. Value of benefit claims payable at end of year	2022-09-01	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-09-01	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-09-01	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-09-01	$0
Did the plan have assets held for investment	2022-09-01	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	2022-09-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-09-01	No
Aggregate proceeds on sale of assets	2022-09-01	$0
Aggregate carrying amount (costs) on sale of assets	2022-09-01	$0
Liabilities. Value of acquisition indebtedness at end of year	2022-09-01	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-09-01	$0
Opinion of an independent qualified public accountant for this plan	2022-09-01	1
Accountancy firm name	2022-09-01	CARON & BLETZER P LLC
Accountancy firm EIN	2022-09-01	043499945
Unrealized appreciation/depreciation of real estate assets	2022-08-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-08-31	$0
Total unrealized appreciation/depreciation of assets	2022-08-31	$0
Total transfer of assets to this plan	2022-08-31	$0
Total transfer of assets from this plan	2022-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-08-31	$0
Expenses. Interest paid	2022-08-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-08-31	$0
Total income from all sources (including contributions)	2022-08-31	$-7,604,016
Total loss/gain on sale of assets	2022-08-31	$0
Total of all expenses incurred	2022-08-31	$6,840,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-08-31	$6,795,658
Expenses. Certain deemed distributions of participant loans	2022-08-31	$0
Value of total corrective distributions	2022-08-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-08-31	$3,127,109
Value of total assets at end of year	2022-08-31	$63,002,588
Value of total assets at beginning of year	2022-08-31	$77,446,917
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-08-31	$44,655
Total income from rents	2022-08-31	$0
Total interest from all sources	2022-08-31	$22,674
Total dividends received (eg from common stock, registered investment company shares)	2022-08-31	$5,895,062
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-08-31	$5,895,062
Assets. Real estate other than employer real property at end of year	2022-08-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-08-31	$0
Administrative expenses professional fees incurred	2022-08-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-08-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-08-31	$0
Was this plan covered by a fidelity bond	2022-08-31	Yes
Value of fidelity bond cover	2022-08-31	$500,000
If this is an individual account plan, was there a blackout period	2022-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-08-31	No
Contributions received from participants	2022-08-31	$0
Participant contributions at end of year	2022-08-31	$0
Participant contributions at beginning of year	2022-08-31	$0
Participant contributions at end of year	2022-08-31	$0
Participant contributions at beginning of year	2022-08-31	$0
Assets. Other investments not covered elsewhere at end of year	2022-08-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-08-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-08-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-08-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-08-31	$0
Assets. Loans (other than to participants) at end of year	2022-08-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-08-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-08-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-08-31	$0
Other income not declared elsewhere	2022-08-31	$55,000
Administrative expenses (other) incurred	2022-08-31	$44,655
Liabilities. Value of operating payables at end of year	2022-08-31	$0
Liabilities. Value of operating payables at beginning of year	2022-08-31	$0
Total non interest bearing cash at end of year	2022-08-31	$0
Total non interest bearing cash at beginning of year	2022-08-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-08-31	No
Income. Non cash contributions	2022-08-31	$0
Value of net income/loss	2022-08-31	$-14,444,329
Value of net assets at end of year (total assets less liabilities)	2022-08-31	$63,002,588
Value of net assets at beginning of year (total assets less liabilities)	2022-08-31	$77,446,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-08-31	No
Were any leases to which the plan was party in default or uncollectible	2022-08-31	No
Assets. partnership/joint venture interests at end of year	2022-08-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-08-31	$0
Investment advisory and management fees	2022-08-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-08-31	$56,692,363
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-08-31	$71,042,940
Value of interest in pooled separate accounts at end of year	2022-08-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-08-31	$0
Interest on participant loans	2022-08-31	$0
Income. Interest from loans (other than to participants)	2022-08-31	$0
Interest earned on other investments	2022-08-31	$0
Income. Interest from US Government securities	2022-08-31	$0
Income. Interest from corporate debt instruments	2022-08-31	$0
Value of interest in master investment trust accounts at end of year	2022-08-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-08-31	$0
Value of interest in common/collective trusts at end of year	2022-08-31	$0
Value of interest in common/collective trusts at beginning of year	2022-08-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-08-31	$6,111,482
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-08-31	$6,327,312
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-08-31	$6,327,312
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-08-31	$22,674
Assets. Value of investments in 103.12 investment entities at end of year	2022-08-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-08-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-08-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-08-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2022-08-31	$0
Asset value of US Government securities at end of year	2022-08-31	$0
Asset value of US Government securities at beginning of year	2022-08-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-08-31	$-16,703,861
Net investment gain/loss from pooled separate accounts	2022-08-31	$0
Net investment gain or loss from common/collective trusts	2022-08-31	$0
Net gain/loss from 103.12 investment entities	2022-08-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-08-31	No
Was there a failure to transmit to the plan any participant contributions	2022-08-31	No
Has the plan failed to provide any benefit when due under the plan	2022-08-31	No
Assets. Invements in employer securities at end of year	2022-08-31	$0
Assets. Invements in employer securities at beginning of year	2022-08-31	$0
Assets. Value of employer real property at end of year	2022-08-31	$0
Assets. Value of employer real property at beginning of year	2022-08-31	$0
Contributions received in cash from employer	2022-08-31	$3,127,109
Employer contributions (assets) at end of year	2022-08-31	$198,743
Employer contributions (assets) at beginning of year	2022-08-31	$76,665
Income. Dividends from preferred stock	2022-08-31	$0
Income. Dividends from common stock	2022-08-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-08-31	$6,795,658
Asset. Corporate debt instrument preferred debt at end of year	2022-08-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-08-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-08-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-08-31	$0
Contract administrator fees	2022-08-31	$0
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	2022-08-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2022-08-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-08-31	$0
Liabilities. Value of benefit claims payable at end of year	2022-08-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-08-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-08-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-08-31	$0
Did the plan have assets held for investment	2022-08-31	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	2022-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-08-31	No
Aggregate proceeds on sale of assets	2022-08-31	$0
Aggregate carrying amount (costs) on sale of assets	2022-08-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2022-08-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-08-31	$0
Opinion of an independent qualified public accountant for this plan	2022-08-31	Unqualified
Accountancy firm name	2022-08-31	CARON & BLETZER P LLC
Accountancy firm EIN	2022-08-31	043499945
2021 : PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-08-31	$0
Total income from all sources (including contributions)	2021-08-31	$15,967,416
Total loss/gain on sale of assets	2021-08-31	$0
Total of all expenses incurred	2021-08-31	$6,833,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-08-31	$6,766,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-08-31	$1,277,140
Value of total assets at end of year	2021-08-31	$77,446,917
Value of total assets at beginning of year	2021-08-31	$68,313,466
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-08-31	$67,421
Total interest from all sources	2021-08-31	$-787
Total dividends received (eg from common stock, registered investment company shares)	2021-08-31	$3,702,776
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-08-31	$3,702,776
Was this plan covered by a fidelity bond	2021-08-31	Yes
Value of fidelity bond cover	2021-08-31	$500,000
If this is an individual account plan, was there a blackout period	2021-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-08-31	No
Other income not declared elsewhere	2021-08-31	$37,500
Administrative expenses (other) incurred	2021-08-31	$67,421
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-08-31	No
Value of net income/loss	2021-08-31	$9,133,451
Value of net assets at end of year (total assets less liabilities)	2021-08-31	$77,446,917
Value of net assets at beginning of year (total assets less liabilities)	2021-08-31	$68,313,466
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-08-31	No
Were any leases to which the plan was party in default or uncollectible	2021-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-08-31	$71,042,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-08-31	$61,009,702
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-08-31	$6,327,312
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-08-31	$7,120,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-08-31	$7,120,797
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-08-31	$-787
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-08-31	$10,950,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-08-31	No
Was there a failure to transmit to the plan any participant contributions	2021-08-31	No
Has the plan failed to provide any benefit when due under the plan	2021-08-31	No
Contributions received in cash from employer	2021-08-31	$1,277,140
Employer contributions (assets) at end of year	2021-08-31	$76,665
Employer contributions (assets) at beginning of year	2021-08-31	$182,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-08-31	$6,766,544
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	2021-08-31	No
Did the plan have assets held for investment	2021-08-31	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	2021-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-08-31	No
Opinion of an independent qualified public accountant for this plan	2021-08-31	Unqualified
Accountancy firm name	2021-08-31	CARON & BLETZER P LLC
Accountancy firm EIN	2021-08-31	043499945
2020 : PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-08-31	$0
Total income from all sources (including contributions)	2020-08-31	$13,122,014
Total loss/gain on sale of assets	2020-08-31	$0
Total of all expenses incurred	2020-08-31	$4,074,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-08-31	$4,044,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-08-31	$2,567,846
Value of total assets at end of year	2020-08-31	$68,313,466
Value of total assets at beginning of year	2020-08-31	$59,265,604
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-08-31	$29,613
Total interest from all sources	2020-08-31	$49,054
Total dividends received (eg from common stock, registered investment company shares)	2020-08-31	$2,635,646
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-08-31	$2,635,646
Was this plan covered by a fidelity bond	2020-08-31	No
If this is an individual account plan, was there a blackout period	2020-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-08-31	No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-08-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-08-31	$0
Administrative expenses (other) incurred	2020-08-31	$29,613
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-08-31	No
Value of net income/loss	2020-08-31	$9,047,862
Value of net assets at end of year (total assets less liabilities)	2020-08-31	$68,313,466
Value of net assets at beginning of year (total assets less liabilities)	2020-08-31	$59,265,604
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-08-31	No
Were any leases to which the plan was party in default or uncollectible	2020-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-08-31	$61,009,702
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-08-31	$52,841,303
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-08-31	$7,120,797
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-08-31	$6,154,277
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-08-31	$6,154,277
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-08-31	$49,054
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-08-31	$7,869,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-08-31	No
Was there a failure to transmit to the plan any participant contributions	2020-08-31	No
Has the plan failed to provide any benefit when due under the plan	2020-08-31	No
Contributions received in cash from employer	2020-08-31	$2,567,846
Employer contributions (assets) at end of year	2020-08-31	$182,967
Employer contributions (assets) at beginning of year	2020-08-31	$270,024
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-08-31	$4,044,539
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	2020-08-31	No
Did the plan have assets held for investment	2020-08-31	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	2020-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2020-08-31	Disclaimer
Accountancy firm name	2020-08-31	KPMG LLC
Accountancy firm EIN	2020-08-31	135565207
2019 : PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-08-31	$0
Total income from all sources (including contributions)	2019-08-31	$3,711,171
Total loss/gain on sale of assets	2019-08-31	$0
Total of all expenses incurred	2019-08-31	$4,954,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-08-31	$4,973,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-08-31	$2,535,953
Value of total assets at end of year	2019-08-31	$59,265,604
Value of total assets at beginning of year	2019-08-31	$60,508,603
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-08-31	$-19,550
Total interest from all sources	2019-08-31	$127,548
Total dividends received (eg from common stock, registered investment company shares)	2019-08-31	$3,364,110
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-08-31	$3,364,110
Was this plan covered by a fidelity bond	2019-08-31	No
If this is an individual account plan, was there a blackout period	2019-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-08-31	No
Administrative expenses (other) incurred	2019-08-31	$-19,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-08-31	No
Value of net income/loss	2019-08-31	$-1,242,999
Value of net assets at end of year (total assets less liabilities)	2019-08-31	$59,265,604
Value of net assets at beginning of year (total assets less liabilities)	2019-08-31	$60,508,603
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-08-31	No
Were any leases to which the plan was party in default or uncollectible	2019-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-08-31	$52,841,303
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-08-31	$53,517,485
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-08-31	$6,154,277
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-08-31	$6,352,868
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-08-31	$6,352,868
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-08-31	$127,548
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-08-31	$-2,316,440
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-08-31	No
Was there a failure to transmit to the plan any participant contributions	2019-08-31	No
Has the plan failed to provide any benefit when due under the plan	2019-08-31	No
Contributions received in cash from employer	2019-08-31	$2,535,953
Employer contributions (assets) at end of year	2019-08-31	$270,024
Employer contributions (assets) at beginning of year	2019-08-31	$638,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-08-31	$4,973,720
Did the plan have assets held for investment	2019-08-31	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	2019-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-08-31	Disclaimer
Accountancy firm name	2019-08-31	KPMG LLC
Accountancy firm EIN	2019-08-31	135565207
2018 : PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-08-31	$0
Total income from all sources (including contributions)	2018-08-31	$8,871,901
Total loss/gain on sale of assets	2018-08-31	$0
Total of all expenses incurred	2018-08-31	$4,248,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-08-31	$4,260,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-08-31	$2,181,370
Value of total assets at end of year	2018-08-31	$60,508,603
Value of total assets at beginning of year	2018-08-31	$55,885,453
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-08-31	$-11,675
Total interest from all sources	2018-08-31	$72,479
Total dividends received (eg from common stock, registered investment company shares)	2018-08-31	$2,360,675
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-08-31	$2,360,675
Was this plan covered by a fidelity bond	2018-08-31	Yes
Value of fidelity bond cover	2018-08-31	$2,000,000
If this is an individual account plan, was there a blackout period	2018-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-08-31	No
Administrative expenses (other) incurred	2018-08-31	$-11,675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-08-31	No
Value of net income/loss	2018-08-31	$4,623,150
Value of net assets at end of year (total assets less liabilities)	2018-08-31	$60,508,603
Value of net assets at beginning of year (total assets less liabilities)	2018-08-31	$55,885,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-08-31	No
Were any leases to which the plan was party in default or uncollectible	2018-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-08-31	$53,517,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-08-31	$49,542,551
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-08-31	$6,352,868
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-08-31	$6,172,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-08-31	$6,172,464
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-08-31	$72,479
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-08-31	$4,257,377
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-08-31	No
Was there a failure to transmit to the plan any participant contributions	2018-08-31	No
Has the plan failed to provide any benefit when due under the plan	2018-08-31	No
Contributions received in cash from employer	2018-08-31	$2,181,370
Employer contributions (assets) at end of year	2018-08-31	$638,250
Employer contributions (assets) at beginning of year	2018-08-31	$170,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-08-31	$4,260,426
Did the plan have assets held for investment	2018-08-31	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	2018-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-08-31	Disclaimer
Accountancy firm name	2018-08-31	KPMG LLC
Accountancy firm EIN	2018-08-31	135565207
2017 : PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-08-31	$0
Total income from all sources (including contributions)	2017-08-31	$8,907,766
Total loss/gain on sale of assets	2017-08-31	$0
Total of all expenses incurred	2017-08-31	$5,007,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-08-31	$5,027,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-08-31	$2,409,924
Value of total assets at end of year	2017-08-31	$55,885,453
Value of total assets at beginning of year	2017-08-31	$51,985,450
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-08-31	$-19,775
Total interest from all sources	2017-08-31	$24,909
Total dividends received (eg from common stock, registered investment company shares)	2017-08-31	$1,646,896
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-08-31	$1,646,896
Was this plan covered by a fidelity bond	2017-08-31	Yes
Value of fidelity bond cover	2017-08-31	$2,000,000
If this is an individual account plan, was there a blackout period	2017-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-08-31	No
Administrative expenses (other) incurred	2017-08-31	$-19,775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-08-31	No
Value of net income/loss	2017-08-31	$3,900,003
Value of net assets at end of year (total assets less liabilities)	2017-08-31	$55,885,453
Value of net assets at beginning of year (total assets less liabilities)	2017-08-31	$51,985,450
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-08-31	No
Were any leases to which the plan was party in default or uncollectible	2017-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-08-31	$49,542,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-08-31	$44,961,793
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-08-31	$6,172,464
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-08-31	$6,665,427
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-08-31	$6,665,427
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-08-31	$24,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-08-31	$4,826,037
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-08-31	No
Was there a failure to transmit to the plan any participant contributions	2017-08-31	No
Has the plan failed to provide any benefit when due under the plan	2017-08-31	No
Contributions received in cash from employer	2017-08-31	$2,409,924
Employer contributions (assets) at end of year	2017-08-31	$170,438
Employer contributions (assets) at beginning of year	2017-08-31	$358,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-08-31	$5,027,538
Did the plan have assets held for investment	2017-08-31	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	2017-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-08-31	Disclaimer
Accountancy firm name	2017-08-31	KPMG LLC
Accountancy firm EIN	2017-08-31	135565207
2016 : PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-08-31	$0
Total income from all sources (including contributions)	2016-08-31	$5,873,145
Total loss/gain on sale of assets	2016-08-31	$0
Total of all expenses incurred	2016-08-31	$4,792,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-08-31	$4,797,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-08-31	$2,394,432
Value of total assets at end of year	2016-08-31	$51,985,450
Value of total assets at beginning of year	2016-08-31	$50,905,125
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-08-31	$-4,600
Total interest from all sources	2016-08-31	$5,259
Total dividends received (eg from common stock, registered investment company shares)	2016-08-31	$1,903,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-08-31	$1,903,706
Was this plan covered by a fidelity bond	2016-08-31	Yes
Value of fidelity bond cover	2016-08-31	$2,000,000
If this is an individual account plan, was there a blackout period	2016-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-08-31	No
Administrative expenses (other) incurred	2016-08-31	$-4,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-08-31	No
Value of net income/loss	2016-08-31	$1,080,325
Value of net assets at end of year (total assets less liabilities)	2016-08-31	$51,985,450
Value of net assets at beginning of year (total assets less liabilities)	2016-08-31	$50,905,125
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-08-31	No
Were any leases to which the plan was party in default or uncollectible	2016-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-08-31	$44,961,793
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-08-31	$43,780,316
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-08-31	$6,665,427
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-08-31	$7,015,138
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-08-31	$7,015,138
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-08-31	$5,259
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-08-31	$1,569,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-08-31	No
Was there a failure to transmit to the plan any participant contributions	2016-08-31	No
Has the plan failed to provide any benefit when due under the plan	2016-08-31	No
Contributions received in cash from employer	2016-08-31	$2,394,432
Employer contributions (assets) at end of year	2016-08-31	$358,230
Employer contributions (assets) at beginning of year	2016-08-31	$109,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-08-31	$4,797,420
Did the plan have assets held for investment	2016-08-31	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	2016-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-08-31	Disclaimer
Accountancy firm name	2016-08-31	KPMG LLC
Accountancy firm EIN	2016-08-31	135565207
2015 : PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-08-31	$0
Total income from all sources (including contributions)	2015-08-31	$2,569,123
Total loss/gain on sale of assets	2015-08-31	$0
Total of all expenses incurred	2015-08-31	$3,514,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-08-31	$3,514,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-08-31	$2,324,941
Value of total assets at end of year	2015-08-31	$50,795,455
Value of total assets at beginning of year	2015-08-31	$51,741,039
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-08-31	$200
Total interest from all sources	2015-08-31	$754
Total dividends received (eg from common stock, registered investment company shares)	2015-08-31	$2,313,090
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-08-31	$2,313,090
Was this plan covered by a fidelity bond	2015-08-31	Yes
Value of fidelity bond cover	2015-08-31	$2,000,000
If this is an individual account plan, was there a blackout period	2015-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-08-31	No
Administrative expenses (other) incurred	2015-08-31	$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-08-31	No
Value of net income/loss	2015-08-31	$-945,584
Value of net assets at end of year (total assets less liabilities)	2015-08-31	$50,795,455
Value of net assets at beginning of year (total assets less liabilities)	2015-08-31	$51,741,039
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-08-31	No
Were any leases to which the plan was party in default or uncollectible	2015-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-08-31	$43,780,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-08-31	$43,690,752
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-08-31	$7,015,139
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-08-31	$8,050,287
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-08-31	$8,050,287
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-08-31	$754
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-08-31	$-2,069,662
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-08-31	No
Was there a failure to transmit to the plan any participant contributions	2015-08-31	No
Has the plan failed to provide any benefit when due under the plan	2015-08-31	No
Contributions received in cash from employer	2015-08-31	$2,324,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-08-31	$3,514,507
Did the plan have assets held for investment	2015-08-31	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	2015-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-08-31	Disclaimer
Accountancy firm name	2015-08-31	KPMG LLC
Accountancy firm EIN	2015-08-31	135565207
2014 : PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-08-31	$0
Total income from all sources (including contributions)	2014-08-31	$9,271,395
Total loss/gain on sale of assets	2014-08-31	$0
Total of all expenses incurred	2014-08-31	$4,229,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-08-31	$4,226,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-08-31	$2,210,514
Value of total assets at end of year	2014-08-31	$51,918,765
Value of total assets at beginning of year	2014-08-31	$46,877,022
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-08-31	$2,698
Total interest from all sources	2014-08-31	$863
Total dividends received (eg from common stock, registered investment company shares)	2014-08-31	$1,875,108
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-08-31	$1,875,108
Was this plan covered by a fidelity bond	2014-08-31	Yes
Value of fidelity bond cover	2014-08-31	$2,000,000
If this is an individual account plan, was there a blackout period	2014-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-08-31	No
Administrative expenses (other) incurred	2014-08-31	$2,698
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-08-31	No
Value of net income/loss	2014-08-31	$5,041,743
Value of net assets at end of year (total assets less liabilities)	2014-08-31	$51,918,765
Value of net assets at beginning of year (total assets less liabilities)	2014-08-31	$46,877,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-08-31	No
Were any leases to which the plan was party in default or uncollectible	2014-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-08-31	$43,690,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-08-31	$37,982,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-08-31	$8,050,287
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-08-31	$8,848,156
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-08-31	$8,848,156
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-08-31	$863
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-08-31	$5,184,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-08-31	No
Was there a failure to transmit to the plan any participant contributions	2014-08-31	No
Has the plan failed to provide any benefit when due under the plan	2014-08-31	No
Contributions received in cash from employer	2014-08-31	$2,210,514
Employer contributions (assets) at end of year	2014-08-31	$177,726
Employer contributions (assets) at beginning of year	2014-08-31	$45,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-08-31	$4,226,954
Did the plan have assets held for investment	2014-08-31	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	2014-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-08-31	Disclaimer
Accountancy firm name	2014-08-31	GRANT THORNTON LLP
Accountancy firm EIN	2014-08-31	366055558
2013 : PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-08-31	$0
Total income from all sources (including contributions)	2013-08-31	$6,889,309
Total loss/gain on sale of assets	2013-08-31	$0
Total of all expenses incurred	2013-08-31	$4,323,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-08-31	$4,320,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-08-31	$2,085,988
Value of total assets at end of year	2013-08-31	$46,877,022
Value of total assets at beginning of year	2013-08-31	$44,311,501
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-08-31	$3,486
Total interest from all sources	2013-08-31	$911
Total dividends received (eg from common stock, registered investment company shares)	2013-08-31	$848,110
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-08-31	No
Administrative expenses professional fees incurred	2013-08-31	$3,486
Was this plan covered by a fidelity bond	2013-08-31	Yes
Value of fidelity bond cover	2013-08-31	$2,000,000
If this is an individual account plan, was there a blackout period	2013-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-08-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-08-31	No
Value of net income/loss	2013-08-31	$2,565,521
Value of net assets at end of year (total assets less liabilities)	2013-08-31	$46,877,022
Value of net assets at beginning of year (total assets less liabilities)	2013-08-31	$44,311,501
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-08-31	No
Were any leases to which the plan was party in default or uncollectible	2013-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-08-31	$37,982,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-08-31	$34,677,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-08-31	$8,848,156
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-08-31	$9,463,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-08-31	$9,463,173
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-08-31	$911
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-08-31	$3,954,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-08-31	No
Was there a failure to transmit to the plan any participant contributions	2013-08-31	No
Has the plan failed to provide any benefit when due under the plan	2013-08-31	No
Contributions received in cash from employer	2013-08-31	$2,085,988
Employer contributions (assets) at end of year	2013-08-31	$45,919
Employer contributions (assets) at beginning of year	2013-08-31	$170,954
Income. Dividends from common stock	2013-08-31	$848,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-08-31	$4,320,302
Did the plan have assets held for investment	2013-08-31	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	2013-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-08-31	Disclaimer
Accountancy firm name	2013-08-31	GRANT THORNTON LLP
Accountancy firm EIN	2013-08-31	366055558
2012 : PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-08-31	$5,733,893
Total of all expenses incurred	2012-08-31	$2,538,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-08-31	$2,535,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-08-31	$2,216,851
Value of total assets at end of year	2012-08-31	$44,311,501
Value of total assets at beginning of year	2012-08-31	$41,116,279
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-08-31	$3,345
Total interest from all sources	2012-08-31	$1,046
Total dividends received (eg from common stock, registered investment company shares)	2012-08-31	$633,253
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-08-31	No
Administrative expenses professional fees incurred	2012-08-31	$3,345
Was this plan covered by a fidelity bond	2012-08-31	Yes
Value of fidelity bond cover	2012-08-31	$3,000,000
If this is an individual account plan, was there a blackout period	2012-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-08-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-08-31	No
Value of net income/loss	2012-08-31	$3,195,222
Value of net assets at end of year (total assets less liabilities)	2012-08-31	$44,311,501
Value of net assets at beginning of year (total assets less liabilities)	2012-08-31	$41,116,279
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-08-31	No
Were any leases to which the plan was party in default or uncollectible	2012-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-08-31	$34,677,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-08-31	$31,566,838
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-08-31	$9,463,173
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-08-31	$9,385,010
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-08-31	$9,385,010
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-08-31	$1,046
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-08-31	$2,882,743
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-08-31	No
Was there a failure to transmit to the plan any participant contributions	2012-08-31	No
Has the plan failed to provide any benefit when due under the plan	2012-08-31	No
Contributions received in cash from employer	2012-08-31	$2,216,851
Employer contributions (assets) at end of year	2012-08-31	$170,954
Employer contributions (assets) at beginning of year	2012-08-31	$164,431
Income. Dividends from common stock	2012-08-31	$633,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-08-31	$2,535,326
Did the plan have assets held for investment	2012-08-31	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	2012-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-08-31	Disclaimer
Accountancy firm name	2012-08-31	GRANT THORNTON LLP
Accountancy firm EIN	2012-08-31	366055558
2011 : PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-08-31	$6,348,834
Total of all expenses incurred	2011-08-31	$2,400,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-08-31	$2,397,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-08-31	$2,114,460
Value of total assets at end of year	2011-08-31	$41,116,279
Value of total assets at beginning of year	2011-08-31	$37,167,688
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-08-31	$3,200
Total interest from all sources	2011-08-31	$2,153
Total dividends received (eg from common stock, registered investment company shares)	2011-08-31	$458,913
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-08-31	No
Administrative expenses professional fees incurred	2011-08-31	$3,200
Was this plan covered by a fidelity bond	2011-08-31	Yes
Value of fidelity bond cover	2011-08-31	$3,000,000
If this is an individual account plan, was there a blackout period	2011-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-08-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-08-31	No
Value of net income/loss	2011-08-31	$3,948,591
Value of net assets at end of year (total assets less liabilities)	2011-08-31	$41,116,279
Value of net assets at beginning of year (total assets less liabilities)	2011-08-31	$37,167,688
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-08-31	No
Were any leases to which the plan was party in default or uncollectible	2011-08-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-08-31	$31,566,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-08-31	$27,001,320
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-08-31	$9,385,010
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-08-31	$9,998,690
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-08-31	$9,998,690
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-08-31	$2,153
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-08-31	$3,773,308
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-08-31	No
Was there a failure to transmit to the plan any participant contributions	2011-08-31	No
Has the plan failed to provide any benefit when due under the plan	2011-08-31	No
Contributions received in cash from employer	2011-08-31	$2,114,460
Employer contributions (assets) at end of year	2011-08-31	$164,431
Employer contributions (assets) at beginning of year	2011-08-31	$167,678
Income. Dividends from common stock	2011-08-31	$458,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-08-31	$2,397,043
Did the plan have assets held for investment	2011-08-31	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	2011-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-08-31	Disclaimer
Accountancy firm name	2011-08-31	GRANT THORNTON LLP
Accountancy firm EIN	2011-08-31	366055558

Form 5500 Responses for PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN

2022: PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN 2022 form 5500 responses
2022-09-01	Type of plan entity	Single employer plan
2022-09-01	Submission has been amended	No
2022-09-01	This submission is the final filing	No
2022-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-09-01	Plan is a collectively bargained plan	No
2022-09-01	Plan funding arrangement – Trust	Yes
2022-09-01	Plan benefit arrangement - Trust	Yes
2021: PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN 2021 form 5500 responses
2021-09-01	Type of plan entity	Single employer plan
2021-09-01	Submission has been amended	No
2021-09-01	This submission is the final filing	No
2021-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-09-01	Plan is a collectively bargained plan	No
2021-09-01	Plan funding arrangement – Trust	Yes
2021-09-01	Plan benefit arrangement - Trust	Yes
2020: PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN 2020 form 5500 responses
2020-09-01	Type of plan entity	Single employer plan
2020-09-01	Submission has been amended	No
2020-09-01	This submission is the final filing	No
2020-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-09-01	Plan is a collectively bargained plan	No
2020-09-01	Plan funding arrangement – Trust	Yes
2020-09-01	Plan benefit arrangement - Trust	Yes
2019: PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN 2019 form 5500 responses
2019-09-01	Type of plan entity	Single employer plan
2019-09-01	Submission has been amended	No
2019-09-01	This submission is the final filing	No
2019-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-09-01	Plan is a collectively bargained plan	No
2019-09-01	Plan funding arrangement – Trust	Yes
2019-09-01	Plan benefit arrangement - Trust	Yes
2016: PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN 2016 form 5500 responses
2016-09-01	Type of plan entity	Single employer plan
2016-09-01	Submission has been amended	No
2016-09-01	This submission is the final filing	No
2016-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-09-01	Plan is a collectively bargained plan	No
2016-09-01	Plan funding arrangement – Trust	Yes
2016-09-01	Plan benefit arrangement - Trust	Yes
2015: PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN 2015 form 5500 responses
2015-09-01	Type of plan entity	Single employer plan
2015-09-01	Submission has been amended	No
2015-09-01	This submission is the final filing	No
2015-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-09-01	Plan is a collectively bargained plan	No
2015-09-01	Plan funding arrangement – Trust	Yes
2015-09-01	Plan benefit arrangement - Trust	Yes
2014: PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN 2014 form 5500 responses
2014-09-01	Type of plan entity	Single employer plan
2014-09-01	First time form 5500 has been submitted	Yes
2014-09-01	Submission has been amended	No
2014-09-01	This submission is the final filing	No
2014-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-09-01	Plan is a collectively bargained plan	No
2014-09-01	Plan funding arrangement – Trust	Yes
2014-09-01	Plan benefit arrangement - Trust	Yes
2013: PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN 2013 form 5500 responses
2013-09-01	Type of plan entity	Single employer plan
2013-09-01	Submission has been amended	No
2013-09-01	This submission is the final filing	No
2013-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-09-01	Plan is a collectively bargained plan	No
2013-09-01	Plan funding arrangement – Trust	Yes
2013-09-01	Plan benefit arrangement - Trust	Yes
2012: PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN 2012 form 5500 responses
2012-09-01	Type of plan entity	Single employer plan
2012-09-01	Submission has been amended	No
2012-09-01	This submission is the final filing	No
2012-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-09-01	Plan is a collectively bargained plan	No
2012-09-01	Plan funding arrangement – Trust	Yes
2012-09-01	Plan benefit arrangement - Trust	Yes
2011: PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN 2011 form 5500 responses
2011-09-01	Type of plan entity	Single employer plan
2011-09-01	Submission has been amended	No
2011-09-01	This submission is the final filing	No
2011-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-09-01	Plan is a collectively bargained plan	No
2011-09-01	Plan funding arrangement – Trust	Yes
2011-09-01	Plan benefit arrangement - Trust	Yes
2010: PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN 2010 form 5500 responses
2010-09-01	Type of plan entity	Single employer plan
2010-09-01	Submission has been amended	No
2010-09-01	This submission is the final filing	No
2010-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-09-01	Plan is a collectively bargained plan	No
2010-09-01	Plan funding arrangement – Trust	Yes
2010-09-01	Plan benefit arrangement - Trust	Yes
2009: PERKINS SCHOOL FOR THE BLIND RETIREMENT PLAN 2009 form 5500 responses
2009-09-01	Type of plan entity	Single employer plan
2009-09-01	Submission has been amended	Yes
2009-09-01	This submission is the final filing	No
2009-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-09-01	Plan is a collectively bargained plan	No
2009-09-01	Plan funding arrangement – Trust	Yes
2009-09-01	Plan benefit arrangement - Trust	Yes

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PERKINS SCHOOL OF THE ARTS LLC 401 K PROFIT SHARING PLAN TRUST [EIN = 901007284]

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Company Name:	PERKINS SCHOOL FOR THE BLIND
Employer identification number (EIN):	042103616
NAIC Classification:	611000

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2024-09-01	MAUREEN LISTER
003	2023-09-01	MAUREEN LISTER
003	2022-09-01
003	2022-09-01	ASTRID VERMEER
003	2021-09-01
003	2021-09-01	ASTRID VERMEER
003	2020-09-01
003	2019-09-01
003	2016-09-01	JOHN CZAJKOWSKI
003	2015-09-01	LYNN WOOD	LYNN WOOD	2017-06-13
003	2014-09-01	LISA CALISE
003	2013-09-01	PAULINE DONOGHUE
003	2012-09-01	PAULINE DONOGHUE
003	2011-09-01	PAULINE DONOGHUE
003	2010-09-01	PAULINE DONOGHUE
003	2009-09-01	PAULINE DONOGHUE
003	2009-09-01	PAULINE DONOGHUE