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| Plan Name | WHITE OAK SCHOOL RETIREMENT SAVINGS PROGRAM |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | THE MASSACHUSETTS FOUNDATION FOR LEARNING DISABILITIES |
| Employer identification number (EIN): | 043099610 |
| NAIC Classification: | 611000 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-07-01 | ||||
| 001 | 2022-07-01 | ||||
| 001 | 2021-07-01 | ||||
| 001 | 2020-07-01 | ||||
| 001 | 2019-07-01 | ||||
| 001 | 2018-07-01 | ||||
| 001 | 2017-07-01 | ||||
| 001 | 2016-07-01 | ||||
| 001 | 2015-07-01 | ||||
| 001 | 2014-07-01 | ||||
| 001 | 2013-07-01 | ||||
| 001 | 2012-07-01 | JANINE ROSS | 2016-11-17 | ||
| 001 | 2011-07-01 | ||||
| 001 | 2010-07-01 | ||||
| 001 | 2009-07-01 |
| Measure | Date | Value |
|---|---|---|
| 2024: WHITE OAK SCHOOL RETIREMENT SAVINGS PROGRAM 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-12-17 | 64 |
| Total number of particpants at end of year | 2024-12-17 | 67 |
| Number of Participants With Account Balances | 2024-12-17 | 57 |
| Measure | Date | Value |
|---|---|---|
| 2024 : WHITE OAK SCHOOL RETIREMENT SAVINGS PROGRAM 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-12-17 | 52354 |
| Net assets as of the end of the plan year | 2024-12-17 | 2560128 |
| Total assets as of the beginning of the plan year | 2024-12-17 | 2262291 |
| Value of plan covered by a fidelity bond | 2024-12-17 | 300000 |
| Participant contributions to plan in this plan year | 2024-12-17 | 73122 |
| Value of participant loans at end of plan year | 2024-12-17 | 29958 |
| Other income to plan in this plan year | 2024-12-17 | 277069 |
| Plan net income in this plan year | 2024-12-17 | 297837 |
| Net assets as of the end of the plan year | 2024-12-17 | 2560128 |
| Net assets as of the beginning of the plan year | 2024-12-17 | 2262291 |
| Fees paid to broker by Benefit Provider | 2024-12-17 | 736 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-12-17 | 13024 |