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| Plan Name | RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | OLD COLONY MONTESSORI SCHOOL, INC. |
| Employer identification number (EIN): | 042319056 |
| NAIC Classification: | 611000 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-09-01 | TRACEY BUCKERIDGE | 2024-11-25 | TRACEY BUCKERIDGE | 2024-11-25 |
| 001 | 2022-09-01 | TRACEY BUCKERIDGE | 2024-09-19 | TRACEY BUCKERIDGE | 2024-09-19 |
| 001 | 2021-09-01 | TRACEY BUCKERIDGE | 2022-11-02 | ||
| 001 | 2020-09-01 | TRACEY BUCKERIDGE | 2022-10-27 | TRACEY BUCKERIDGE | 2022-10-27 |
| 001 | 2019-09-01 | TRACEY BUCKERIDGE | 2021-05-25 | TRACEY BUCKERIDGE | 2021-05-25 |
| 001 | 2018-09-01 | TRACEY BUCKERIDGE | 2020-03-20 | TRACEY BUCKERIDGE | 2020-03-20 |
| 001 | 2017-09-01 | MICHAEL WALKER | 2019-01-26 | MICHAEL WALKER | 2019-01-26 |
| 001 | 2016-09-01 | MICHAEL WALKER | 2018-02-19 | MICHAEL WALKER | 2018-02-19 |
| 001 | 2015-09-01 | MICHAEL WALKER | 2017-04-03 | MICHAEL WALKER | 2017-04-03 |
| 001 | 2015-09-01 | MIKEY WALKER | 2017-03-27 | MIKEY WALKER | |
| 001 | 2014-09-01 | MIKEY WALKER | 2016-06-09 | MIKEY WALKER | 2016-06-09 |
| 001 | 2013-09-01 | MIKEY WALKER | 2015-03-25 | ||
| 001 | 2012-09-01 | MIKEY WALKER | 2014-03-27 | MIKEY WALKER | 2014-03-27 |
| 001 | 2011-09-01 | MICHAEL WALKER | 2013-01-22 | ||
| 001 | 2010-09-01 | MICHAEL WALKER | 2011-12-06 | ||
| 001 | 2008-09-01 | ||||
| 001 | 2007-09-01 | MIKEY WALKER |
| Measure | Date | Value |
|---|---|---|
| 2024 : RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-11-25 | 263990 |
| Net assets as of the end of the plan year | 2024-11-25 | 1647859 |
| Total assets as of the beginning of the plan year | 2024-11-25 | 1585257 |
| Participant contributions to plan in this plan year | 2024-11-25 | 53426 |
| Value of participant loans at end of plan year | 2024-11-25 | 3075 |
| Other income to plan in this plan year | 2024-11-25 | 229986 |
| Plan net income in this plan year | 2024-11-25 | 62602 |
| Net assets as of the end of the plan year | 2024-11-25 | 1647859 |
| Net assets as of the beginning of the plan year | 2024-11-25 | 1585257 |
| Employer contributions to plan in this plan year | 2024-11-25 | 43180 |
| 2022 : RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-11-02 | 39071 |
| Net assets as of the end of the plan year | 2022-11-02 | 1436683 |
| Total assets as of the beginning of the plan year | 2022-11-02 | 1569837 |
| Participant contributions to plan in this plan year | 2022-11-02 | 23712 |
| Other income to plan in this plan year | 2022-11-02 | -143491 |
| Plan net income in this plan year | 2022-11-02 | -133154 |
| Net assets as of the end of the plan year | 2022-11-02 | 1436683 |
| Net assets as of the beginning of the plan year | 2022-11-02 | 1569837 |
| Employer contributions to plan in this plan year | 2022-11-02 | 25696 |
| Fees paid to broker by Benefit Provider | 2022-11-02 | 6001 |
| 2008: RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS 2008 form 5500 responses | ||
|---|---|---|
| 2008-09-01 | Type of plan entity | Single employer plan |
| 2008-09-01 | Submission has been amended | No |
| 2008-09-01 | This submission is the final filing | No |
| 2008-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-09-01 | Plan is a collectively bargained plan | No |
| 2007: RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS 2007 form 5500 responses | ||
| 2007-09-01 | Type of plan entity | Single employer plan |
| 2007-09-01 | Submission has been amended | No |
| 2007-09-01 | This submission is the final filing | No |
| 2007-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-09-01 | Plan is a collectively bargained plan | No |
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