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ASSOCIATION OF INDEPENDENT SCHOOLS IN NEW ENGLAND, INC. 403(B) PLAN 401k Plan overview

Plan NameASSOCIATION OF INDEPENDENT SCHOOLS IN NEW ENGLAND, INC. 403(B) PLAN
Plan identification number 001

ASSOCIATION OF INDEPENDENT SCHOOLS IN NEW ENGLAND, INC. 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ASSOCIATION OF INDEPENDENT SCHOOLS IN NEW ENGLAND, INC. has sponsored the creation of one or more 401k plans.

Company Name:ASSOCIATION OF INDEPENDENT SCHOOLS IN NEW ENGLAND, INC.
Employer identification number (EIN):042453377
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSOCIATION OF INDEPENDENT SCHOOLS IN NEW ENGLAND, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012013-01-01
0012012-01-01STEPHEN CLEM2013-07-27
0012011-01-01STEPHEN CLEM2012-07-20
0012010-01-01STEPHEN CLEM2011-10-11

Plan Statistics for ASSOCIATION OF INDEPENDENT SCHOOLS IN NEW ENGLAND, INC. 403(B) PLAN

401k plan membership statisitcs for ASSOCIATION OF INDEPENDENT SCHOOLS IN NEW ENGLAND, INC. 403(B) PLAN

Measure Date Value
2025: ASSOCIATION OF INDEPENDENT SCHOOLS IN NEW ENGLAND, INC. 403(B) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-0218
Total number of particpants at end of year2025-06-0221
Number of Participants With Account Balances2025-06-0221
2024: ASSOCIATION OF INDEPENDENT SCHOOLS IN NEW ENGLAND, INC. 403(B) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-0619
Total number of particpants at end of year2024-05-0618
Number of Participants With Account Balances2024-05-0618

Financial Data on ASSOCIATION OF INDEPENDENT SCHOOLS IN NEW ENGLAND, INC. 403(B) PLAN

Measure Date Value
2025 : ASSOCIATION OF INDEPENDENT SCHOOLS IN NEW ENGLAND, INC. 403(B) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-02106713
Total expenses incurred by plan in this plan year2025-06-0227233
Net assets as of the end of the plan year2025-06-022991443
Total assets as of the beginning of the plan year2025-06-022404230
Value of plan covered by a fidelity bond2025-06-02240423
Participant contributions to plan in this plan year2025-06-0270413
Other income to plan in this plan year2025-06-02343728
Plan net income in this plan year2025-06-02480500
Net assets as of the end of the plan year2025-06-022991443
Net assets as of the beginning of the plan year2025-06-022404230
Employer contributions to plan in this plan year2025-06-0293592
2024 : ASSOCIATION OF INDEPENDENT SCHOOLS IN NEW ENGLAND, INC. 403(B) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-06150023
Net assets as of the end of the plan year2024-05-062404230
Total assets as of the beginning of the plan year2024-05-062060067
Value of plan covered by a fidelity bond2024-05-06240423
Participant contributions to plan in this plan year2024-05-0651681
Other income to plan in this plan year2024-05-06339143
Plan net income in this plan year2024-05-06344163
Net assets as of the end of the plan year2024-05-062404230
Net assets as of the beginning of the plan year2024-05-062060067
Employer contributions to plan in this plan year2024-05-06103362

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