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THE CAPE ANN WALDORF SCHOOL TAX-DEFERRED ANNUITY TDA PLAN 401k Plan overview

Plan NameTHE CAPE ANN WALDORF SCHOOL TAX-DEFERRED ANNUITY TDA PLAN
Plan identification number 002

THE CAPE ANN WALDORF SCHOOL TAX-DEFERRED ANNUITY TDA PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

THE CAPE ANN WALDORF SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:THE CAPE ANN WALDORF SCHOOL
Employer identification number (EIN):042861201
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CAPE ANN WALDORF SCHOOL TAX-DEFERRED ANNUITY TDA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01MICHAEL MASSICOTTE2022-03-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01KRISTEN FEHLHABER2013-10-09
0022011-01-01KRISTEN FEHLHABER2012-07-13
0022010-01-01LAUREN WHITE2011-05-24
0022008-01-01LAUREN WHITE
0022007-01-01LAUREN WHITE
0022006-01-01LAUREN WHITE

Form 5500 Responses for THE CAPE ANN WALDORF SCHOOL TAX-DEFERRED ANNUITY TDA PLAN

2008: THE CAPE ANN WALDORF SCHOOL TAX-DEFERRED ANNUITY TDA PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2007: THE CAPE ANN WALDORF SCHOOL TAX-DEFERRED ANNUITY TDA PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2006: THE CAPE ANN WALDORF SCHOOL TAX-DEFERRED ANNUITY TDA PLAN 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo

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