?>
Logo

THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN 401k Plan overview

Plan NameTHE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN
Plan identification number 001

THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

THE CAMBRIDGE SCHOOL OF WESTON, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE CAMBRIDGE SCHOOL OF WESTON, INC.
Employer identification number (EIN):042103964
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01NICHOLAS ROMAINE
0012016-01-01NICHOLAS ROMAINE
0012015-01-01ROBERT LAVERDURE
0012014-01-01ROBERT LAVERDURE
0012013-01-01ROBERT LAVERDURE
0012012-01-01ROBERT LAVERDURE
0012011-01-01ROBERT LAVERDURE
0012009-01-01ROBERT LAVERDURE
0012009-01-01ROBERT LAVERDURE

Plan Statistics for THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN

401k plan membership statisitcs for THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN

Measure Date Value
2022: THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01311
Total number of active participants reported on line 7a of the Form 55002022-01-0192
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01219
Total of all active and inactive participants2022-01-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-016
Total participants2022-01-01317
Number of participants with account balances2022-01-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01313
Total number of active participants reported on line 7a of the Form 55002021-01-0182
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01225
Total of all active and inactive participants2021-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-01311
Number of participants with account balances2021-01-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01312
Total number of active participants reported on line 7a of the Form 55002020-01-0184
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01228
Total of all active and inactive participants2020-01-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01313
Number of participants with account balances2020-01-01312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01308
Total number of active participants reported on line 7a of the Form 55002019-01-0183
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01228
Total of all active and inactive participants2019-01-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01312
Number of participants with account balances2019-01-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01313
Total number of active participants reported on line 7a of the Form 55002018-01-0195
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01213
Total of all active and inactive participants2018-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01308
Number of participants with account balances2018-01-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01312
Total number of active participants reported on line 7a of the Form 55002017-01-01106
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01207
Total of all active and inactive participants2017-01-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01313
Number of participants with account balances2017-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01320
Total number of active participants reported on line 7a of the Form 55002016-01-01103
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01209
Total of all active and inactive participants2016-01-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01312
Number of participants with account balances2016-01-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01320
Total number of active participants reported on line 7a of the Form 55002015-01-01105
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01215
Total of all active and inactive participants2015-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01320
Number of participants with account balances2015-01-01317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01317
Total number of active participants reported on line 7a of the Form 55002014-01-0193
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01227
Total of all active and inactive participants2014-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01320
Number of participants with account balances2014-01-01317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01321
Total number of active participants reported on line 7a of the Form 55002013-01-0198
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01219
Total of all active and inactive participants2013-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01317
Number of participants with account balances2013-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01343
Total number of active participants reported on line 7a of the Form 55002012-01-0176
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01244
Total of all active and inactive participants2012-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01321
Number of participants with account balances2012-01-01299
2011: THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01336
Total number of active participants reported on line 7a of the Form 55002011-01-01116
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01226
Total of all active and inactive participants2011-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01343
Number of participants with account balances2011-01-01298
2009: THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01309
Total number of active participants reported on line 7a of the Form 55002009-01-01124
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01175
Total of all active and inactive participants2009-01-01299
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01299
Number of participants with account balances2009-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN

Measure Date Value
2022 : THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,875,061
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$900,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$876,414
Expenses. Certain deemed distributions of participant loans2022-12-31$24,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$790,234
Value of total assets at end of year2022-12-31$25,603,441
Value of total assets at beginning of year2022-12-31$29,379,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$75
Total interest from all sources2022-12-31$259,781
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$504,225
Participant contributions at end of year2022-12-31$39,746
Participant contributions at beginning of year2022-12-31$77,976
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,775,856
Value of net assets at end of year (total assets less liabilities)2022-12-31$25,603,441
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$29,379,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$17,584,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$21,550,507
Value of interest in pooled separate accounts at end of year2022-12-31$1,271,835
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,173,878
Interest on participant loans2022-12-31$2,555
Interest earned on other investments2022-12-31$257,226
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$6,707,467
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$6,576,936
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,021,599
Net investment gain/loss from pooled separate accounts2022-12-31$96,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$286,009
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$876,414
Contract administrator fees2022-12-31$75
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31POZERSKI HATCH & COMPANY, P.C.
Accountancy firm EIN2022-12-31823736106
2021 : THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,227,916
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,920,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,920,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$881,174
Value of total assets at end of year2021-12-31$29,379,297
Value of total assets at beginning of year2021-12-31$27,071,551
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$75
Total interest from all sources2021-12-31$224,856
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$502,965
Participant contributions at end of year2021-12-31$77,976
Participant contributions at beginning of year2021-12-31$29,081
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$91,528
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,307,746
Value of net assets at end of year (total assets less liabilities)2021-12-31$29,379,297
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$27,071,551
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$21,550,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$19,470,775
Value of interest in pooled separate accounts at end of year2021-12-31$1,173,878
Value of interest in pooled separate accounts at beginning of year2021-12-31$997,213
Interest on participant loans2021-12-31$2,205
Interest earned on other investments2021-12-31$222,651
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$6,576,936
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$6,574,482
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$23,583
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,943,652
Net investment gain/loss from pooled separate accounts2021-12-31$178,234
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$286,681
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,896,512
Contract administrator fees2021-12-31$75
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31POZERSKI HATCH & COMPANY, P.C.
Accountancy firm EIN2021-12-31823736106
2020 : THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,017,722
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$803,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$803,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$860,521
Value of total assets at end of year2020-12-31$27,071,551
Value of total assets at beginning of year2020-12-31$23,857,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$239,388
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$540,934
Participant contributions at end of year2020-12-31$29,081
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,580
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,214,441
Value of net assets at end of year (total assets less liabilities)2020-12-31$27,071,551
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$23,857,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$19,470,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$16,747,007
Value of interest in pooled separate accounts at end of year2020-12-31$997,213
Value of interest in pooled separate accounts at beginning of year2020-12-31$986,237
Interest earned on other investments2020-12-31$239,388
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$6,574,482
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,123,866
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$54,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,926,515
Net investment gain/loss from pooled separate accounts2020-12-31$-8,702
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$318,007
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$749,039
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31POZERSKI HATCH & COMPANY, P.C.
Accountancy firm EIN2020-12-31823736106
2019 : THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$288
Total transfer of assets to this plan2019-12-31$288
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,390,156
Total income from all sources (including contributions)2019-12-31$4,390,156
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$828,024
Total of all expenses incurred2019-12-31$828,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$828,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$828,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$855,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$855,985
Value of total assets at end of year2019-12-31$23,857,110
Value of total assets at beginning of year2019-12-31$20,294,690
Value of total assets at beginning of year2019-12-31$20,294,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$230,194
Total interest from all sources2019-12-31$230,194
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$306,538
Amount contributed by the employer to the plan for this plan year2019-12-31$306,538
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$517,806
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$31,641
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$31,641
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,562,132
Value of net income/loss2019-12-31$3,562,132
Value of net assets at end of year (total assets less liabilities)2019-12-31$23,857,110
Value of net assets at end of year (total assets less liabilities)2019-12-31$23,857,110
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,294,690
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$16,747,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,307,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,307,574
Value of interest in pooled separate accounts at end of year2019-12-31$986,237
Value of interest in pooled separate accounts at beginning of year2019-12-31$950,801
Value of interest in pooled separate accounts at beginning of year2019-12-31$950,801
Interest earned on other investments2019-12-31$230,194
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,123,866
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,036,315
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,036,315
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$57,494
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$57,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,251,826
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,251,826
Net investment gain/loss from pooled separate accounts2019-12-31$52,151
Net investment gain/loss from pooled separate accounts2019-12-31$52,151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$306,538
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$770,530
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$770,530
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm name2019-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2019-12-31431947695
Accountancy firm EIN2019-12-31431947695
2018 : THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$218,684
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$957,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$957,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$924,189
Value of total assets at end of year2018-12-31$20,294,690
Value of total assets at beginning of year2018-12-31$21,033,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$230,008
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$352,315
Amount contributed by the employer to the plan for this plan year2018-12-31$352,315
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$570,908
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$966
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-738,778
Value of net assets at end of year (total assets less liabilities)2018-12-31$20,294,690
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$21,033,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$13,307,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,355,992
Value of interest in pooled separate accounts at end of year2018-12-31$950,801
Value of interest in pooled separate accounts at beginning of year2018-12-31$921,748
Interest earned on other investments2018-12-31$230,008
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,036,315
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,755,728
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-979,138
Net investment gain/loss from pooled separate accounts2018-12-31$43,625
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$352,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$957,462
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2018-12-31431947695
2017 : THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,523,029
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$878,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$878,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$842,457
Value of total assets at end of year2017-12-31$21,033,468
Value of total assets at beginning of year2017-12-31$18,389,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$216,143
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$315,673
Amount contributed by the employer to the plan for this plan year2017-12-31$315,673
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$506,315
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$20,469
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,644,156
Value of net assets at end of year (total assets less liabilities)2017-12-31$21,033,468
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,389,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$14,355,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,942,684
Value of interest in pooled separate accounts at end of year2017-12-31$921,748
Value of interest in pooled separate accounts at beginning of year2017-12-31$874,201
Interest earned on other investments2017-12-31$216,143
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,755,728
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,572,427
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,425,803
Net investment gain/loss from pooled separate accounts2017-12-31$38,626
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$315,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$878,873
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2017-12-31431947695
2016 : THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,872,158
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,117,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,117,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$878,329
Value of total assets at end of year2016-12-31$18,389,312
Value of total assets at beginning of year2016-12-31$17,634,434
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$231,546
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$342,604
Amount contributed by the employer to the plan for this plan year2016-12-31$342,604
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$534,754
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$971
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$754,878
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,389,312
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$17,634,434
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$11,942,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,281,478
Value of interest in pooled separate accounts at end of year2016-12-31$874,201
Value of interest in pooled separate accounts at beginning of year2016-12-31$795,730
Interest earned on other investments2016-12-31$231,546
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,572,427
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,557,226
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$31,616
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$719,606
Net investment gain/loss from pooled separate accounts2016-12-31$42,677
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$342,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,085,664
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2016-12-31431947695
2015 : THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,154,149
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,042,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,042,709
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$816,378
Value of total assets at end of year2015-12-31$17,634,434
Value of total assets at beginning of year2015-12-31$18,522,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$215,726
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$320,294
Amount contributed by the employer to the plan for this plan year2015-12-31$320,294
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$492,879
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,205
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-888,560
Value of net assets at end of year (total assets less liabilities)2015-12-31$17,634,434
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,522,994
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,281,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$12,328,901
Value of interest in pooled separate accounts at end of year2015-12-31$795,730
Value of interest in pooled separate accounts at beginning of year2015-12-31$733,481
Interest earned on other investments2015-12-31$215,726
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,557,226
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$5,460,612
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$81,656
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$62,586
Net investment gain/loss from pooled separate accounts2015-12-31$59,459
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$320,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,961,053
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2015-12-31431947695
2014 : THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,080,625
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$747,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$747,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$981,028
Value of total assets at end of year2014-12-31$18,522,994
Value of total assets at beginning of year2014-12-31$17,189,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$215,546
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$307,269
Amount contributed by the employer to the plan for this plan year2014-12-31$307,269
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$474,945
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$198,814
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,333,201
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,522,994
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,189,793
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$12,328,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,397,166
Value of interest in pooled separate accounts at end of year2014-12-31$733,481
Value of interest in pooled separate accounts at beginning of year2014-12-31$635,183
Interest earned on other investments2014-12-31$215,546
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$5,460,612
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,157,444
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$805,153
Net investment gain/loss from pooled separate accounts2014-12-31$78,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$307,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$747,424
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2014-12-31431947695
2013 : THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,172,727
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$987,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$987,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$738,064
Value of total assets at end of year2013-12-31$17,189,793
Value of total assets at beginning of year2013-12-31$15,004,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$199,197
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$282,386
Amount contributed by the employer to the plan for this plan year2013-12-31$282,386
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$455,678
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,185,297
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,189,793
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$15,004,496
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$11,397,166
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,636,644
Value of interest in pooled separate accounts at end of year2013-12-31$635,183
Value of interest in pooled separate accounts at beginning of year2013-12-31$606,401
Interest earned on other investments2013-12-31$199,197
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,157,444
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,761,451
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,178,190
Net investment gain/loss from pooled separate accounts2013-12-31$57,276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$282,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$987,430
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2013-12-31431947695
2012 : THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,272,458
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$841,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$849,666
Expenses. Certain deemed distributions of participant loans2012-12-31$-7,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$802,050
Value of total assets at end of year2012-12-31$15,004,496
Value of total assets at beginning of year2012-12-31$13,573,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$182,489
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$270,303
Amount contributed by the employer to the plan for this plan year2012-12-31$270,303
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$439,290
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$92,457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,430,551
Value of net assets at end of year (total assets less liabilities)2012-12-31$15,004,496
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,573,945
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,636,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,470,621
Value of interest in pooled separate accounts at end of year2012-12-31$606,401
Value of interest in pooled separate accounts at beginning of year2012-12-31$531,525
Interest earned on other investments2012-12-31$182,489
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,761,451
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,571,799
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,232,118
Net investment gain/loss from pooled separate accounts2012-12-31$55,801
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$270,303
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$849,666
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2012-12-31431947695
2011 : THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$738,037
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$351,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$351,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$668,439
Value of total assets at end of year2011-12-31$13,573,945
Value of total assets at beginning of year2011-12-31$13,187,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$179,038
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$256,502
Amount contributed by the employer to the plan for this plan year2011-12-31$256,502
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$391,264
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$20,673
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$386,715
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,573,945
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,187,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,470,621
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,356,875
Value of interest in pooled separate accounts at end of year2011-12-31$531,525
Value of interest in pooled separate accounts at beginning of year2011-12-31$449,402
Interest earned on other investments2011-12-31$179,038
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,571,799
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$4,380,953
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$8,337
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-169,295
Net investment gain/loss from pooled separate accounts2011-12-31$59,855
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$256,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$342,985
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2011-12-31431947695
2010 : THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,777,904
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$331,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$331,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$603,199
Value of total assets at end of year2010-12-31$13,187,230
Value of total assets at beginning of year2010-12-31$11,740,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$160,367
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$220,053
Amount contributed by the employer to the plan for this plan year2010-12-31$220,053
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$367,131
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$16,015
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,446,626
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,187,230
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,740,604
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$8,356,875
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,149,956
Value of interest in pooled separate accounts at end of year2010-12-31$449,402
Value of interest in pooled separate accounts at beginning of year2010-12-31$370,864
Interest on participant loans2010-12-31$0
Interest earned on other investments2010-12-31$160,367
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,380,953
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,219,784
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$28,287
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$961,987
Net investment gain/loss from pooled separate accounts2010-12-31$52,351
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$220,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$302,991
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2010-12-31431947695
2009 : THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN

2022: THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: THE CAMBRIDGE SCHOOL OF WESTON TDA AND DC RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328037
Policy instance 1
Insurance contract or identification number328037
Number of Individuals Covered308
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328037
Policy instance 1
Insurance contract or identification number328037
Number of Individuals Covered309
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328037
Policy instance 1
Insurance contract or identification number328037
Number of Individuals Covered316
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328037/328038
Policy instance 1
Insurance contract or identification number328037/328038
Number of Individuals Covered312
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328037/328038
Policy instance 1
Insurance contract or identification number328037/328038
Number of Individuals Covered308
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328037/328038
Policy instance 1
Insurance contract or identification number328037/328038
Number of Individuals Covered307
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328037/328038
Policy instance 1
Insurance contract or identification number328037/328038
Number of Individuals Covered317
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328037/328038
Policy instance 1
Insurance contract or identification number328037/328038
Number of Individuals Covered317
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328037/328038
Policy instance 1
Insurance contract or identification number328037/328038
Number of Individuals Covered307
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328037/328038
Policy instance 1
Insurance contract or identification number328037/328038
Number of Individuals Covered321
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328037/328038
Policy instance 1
Insurance contract or identification number328037/328038
Number of Individuals Covered298
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number328037/328038
Policy instance 1
Insurance contract or identification number328037/328038
Number of Individuals Covered293
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3