THE NEIGHBORHOOD HOUSE CHARTER SCHOOL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NEIGHBORHOOD HOUSE CHARTER SCHOOL 403(B) PLAN
| Measure | Date | Value |
|---|
| 2025 : NEIGHBORHOOD HOUSE CHARTER SCHOOL 403(B) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-01-27 | 108766 |
| Net assets as of the end of the plan year | 2025-01-27 | 2579699 |
| Total assets as of the beginning of the plan year | 2025-01-27 | 2081137 |
| Value of plan covered by a fidelity bond | 2025-01-27 | 250000 |
| Participant contributions to plan in this plan year | 2025-01-27 | 264740 |
| Value of participant loans at end of plan year | 2025-01-27 | 30505 |
| Other contributions to plan in this plan year | 2025-01-27 | 22579 |
| Other income to plan in this plan year | 2025-01-27 | 320009 |
| Plan net income in this plan year | 2025-01-27 | 498562 |
| Net assets as of the end of the plan year | 2025-01-27 | 2579699 |
| Net assets as of the beginning of the plan year | 2025-01-27 | 2081137 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-01-27 | 18985 |
| 2023 : NEIGHBORHOOD HOUSE CHARTER SCHOOL 403(B) PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-30 | $0 |
| Total income from all sources (including contributions) | 2023-06-30 | $1,927,991 |
| Total loss/gain on sale of assets | 2023-06-30 | $0 |
| Total of all expenses incurred | 2023-06-30 | $21,128 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-06-30 | $17,678 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-06-30 | $1,825,535 |
| Value of total assets at end of year | 2023-06-30 | $2,081,137 |
| Value of total assets at beginning of year | 2023-06-30 | $174,274 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-06-30 | $3,450 |
| Total interest from all sources | 2023-06-30 | $394 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-06-30 | $15,343 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-06-30 | $15,343 |
| Was this plan covered by a fidelity bond | 2023-06-30 | Yes |
| Value of fidelity bond cover | 2023-06-30 | $250,000 |
| If this is an individual account plan, was there a blackout period | 2023-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-06-30 | No |
| Contributions received from participants | 2023-06-30 | $309,648 |
| Participant contributions at end of year | 2023-06-30 | $21,513 |
| Participant contributions at beginning of year | 2023-06-30 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-06-30 | $1,515,887 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-30 | No |
| Value of net income/loss | 2023-06-30 | $1,906,863 |
| Value of net assets at end of year (total assets less liabilities) | 2023-06-30 | $2,081,137 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-06-30 | $174,274 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-06-30 | No |
| Investment advisory and management fees | 2023-06-30 | $3,450 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-06-30 | $2,020,834 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-06-30 | $170,543 |
| Interest on participant loans | 2023-06-30 | $238 |
| Interest earned on other investments | 2023-06-30 | $156 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-06-30 | $38,790 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-06-30 | $3,731 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-06-30 | $86,719 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-06-30 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-06-30 | $17,678 |
| Did the plan have assets held for investment | 2023-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-06-30 | Unqualified |
| Accountancy firm name | 2023-06-30 | AAFCPAS, INC. |
| Accountancy firm EIN | 2023-06-30 | 042571780 |
| 2022 : NEIGHBORHOOD HOUSE CHARTER SCHOOL 403(B) PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-07-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-07-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-07-01 | $0 |
| Total income from all sources (including contributions) | 2022-07-01 | $1,927,991 |
| Total loss/gain on sale of assets | 2022-07-01 | $0 |
| Total of all expenses incurred | 2022-07-01 | $21,128 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-07-01 | $17,678 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-07-01 | $1,825,535 |
| Value of total assets at end of year | 2022-07-01 | $2,081,137 |
| Value of total assets at beginning of year | 2022-07-01 | $174,274 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-07-01 | $3,450 |
| Total interest from all sources | 2022-07-01 | $394 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-07-01 | $15,343 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-07-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-07-01 | $15,343 |
| Was this plan covered by a fidelity bond | 2022-07-01 | Yes |
| Value of fidelity bond cover | 2022-07-01 | $250,000 |
| If this is an individual account plan, was there a blackout period | 2022-07-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-07-01 | No |
| Contributions received from participants | 2022-07-01 | $309,648 |
| Participant contributions at end of year | 2022-07-01 | $21,513 |
| Participant contributions at beginning of year | 2022-07-01 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-07-01 | $1,515,887 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-07-01 | No |
| Value of net income/loss | 2022-07-01 | $1,906,863 |
| Value of net assets at end of year (total assets less liabilities) | 2022-07-01 | $2,081,137 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-07-01 | $174,274 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-07-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-07-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-07-01 | No |
| Investment advisory and management fees | 2022-07-01 | $3,450 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-07-01 | $2,020,834 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-07-01 | $170,543 |
| Interest on participant loans | 2022-07-01 | $238 |
| Interest earned on other investments | 2022-07-01 | $156 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-07-01 | $38,790 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-07-01 | $3,731 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-07-01 | $86,719 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-07-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-07-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-07-01 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-07-01 | $17,678 |
| Did the plan have assets held for investment | 2022-07-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-07-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-07-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-07-01 | 1 |
| Accountancy firm name | 2022-07-01 | AAFCPAS, INC. |
| Accountancy firm EIN | 2022-07-01 | 042571780 |
| Total unrealized appreciation/depreciation of assets | 2022-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $0 |
| Total income from all sources (including contributions) | 2022-06-30 | $174,435 |
| Total loss/gain on sale of assets | 2022-06-30 | $0 |
| Total of all expenses incurred | 2022-06-30 | $161 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $194,017 |
| Value of total assets at end of year | 2022-06-30 | $174,274 |
| Value of total assets at beginning of year | 2022-06-30 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $161 |
| Total interest from all sources | 2022-06-30 | $9 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-06-30 | $285 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-06-30 | $285 |
| Was this plan covered by a fidelity bond | 2022-06-30 | Yes |
| Value of fidelity bond cover | 2022-06-30 | $250,000 |
| If this is an individual account plan, was there a blackout period | 2022-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
| Contributions received from participants | 2022-06-30 | $194,017 |
| Administrative expenses (other) incurred | 2022-06-30 | $161 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
| Value of net income/loss | 2022-06-30 | $174,274 |
| Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $174,274 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-06-30 | $170,543 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-06-30 | $0 |
| Interest earned on other investments | 2022-06-30 | $9 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-06-30 | $3,731 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-06-30 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-06-30 | $-19,876 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
| Did the plan have assets held for investment | 2022-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | No |
