401k Plan data: THE LONG RIDGE SCHOOL RETIREMENT PLAN plan

THE LONG RIDGE SCHOOL RETIREMENT PLAN 401k Plan overview

Plan Name	THE LONG RIDGE SCHOOL RETIREMENT PLAN
Plan identification number	001

THE LONG RIDGE SCHOOL RETIREMENT PLAN Benefits

401k Plan Type

Defined 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 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 LONG RIDGE SCHOOL has sponsored the creation of one or more 401k plans.

Company Name: THE LONG RIDGE SCHOOL

Employer identification number (EIN): 060688031

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE LONG RIDGE SCHOOL RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-09-01
001 2020-09-01
001 2019-09-01
001 2018-09-01
001 2017-09-01
001 2016-09-01 PAM ADAMS 2017-11-06
001 2015-09-01 PAM ADAMS 2017-06-02
001 2014-09-01 PETER EBSTEIN
001 2013-09-01 PETER EBSTEIN
001 2012-09-01 PETER EBSTEIN
001 2011-09-01 PETER EBSTEIN
001 2009-09-01 PETER EBSTEIN

Plan Statistics for THE LONG RIDGE SCHOOL RETIREMENT PLAN

401k plan membership statisitcs for THE LONG RIDGE SCHOOL RETIREMENT PLAN

Measure Date Value
2014: THE LONG RIDGE SCHOOL RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-09-01 45
Total number of active participants reported on line 7a of the Form 5500 2014-09-01 28
Number of retired or separated participants receiving benefits 2014-09-01 0
Number of other retired or separated participants entitled to future benefits 2014-09-01 15
Total of all active and inactive participants 2014-09-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-09-01 0
Total participants 2014-09-01 43
Number of participants with account balances 2014-09-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-09-01 0
2013: THE LONG RIDGE SCHOOL RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-09-01 44
Total number of active participants reported on line 7a of the Form 5500 2013-09-01 30
Number of retired or separated participants receiving benefits 2013-09-01 0
Number of other retired or separated participants entitled to future benefits 2013-09-01 15
Total of all active and inactive participants 2013-09-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-09-01 0
Total participants 2013-09-01 45
Number of participants with account balances 2013-09-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-09-01 0
2012: THE LONG RIDGE SCHOOL RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-09-01 40
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 28
Number of retired or separated participants receiving benefits 2012-09-01 0
Number of other retired or separated participants entitled to future benefits 2012-09-01 16
Total of all active and inactive participants 2012-09-01 44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-09-01 0
Total participants 2012-09-01 44
Number of participants with account balances 2012-09-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-09-01 0
2011: THE LONG RIDGE SCHOOL RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-09-01 41
Total number of active participants reported on line 7a of the Form 5500 2011-09-01 26
Number of retired or separated participants receiving benefits 2011-09-01 0
Number of other retired or separated participants entitled to future benefits 2011-09-01 14
Total of all active and inactive participants 2011-09-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-09-01 0
Total participants 2011-09-01 40
Number of participants with account balances 2011-09-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-09-01 0
2009: THE LONG RIDGE SCHOOL RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-09-01 39
Total number of active participants reported on line 7a of the Form 5500 2009-09-01 23
Number of retired or separated participants receiving benefits 2009-09-01 0
Number of other retired or separated participants entitled to future benefits 2009-09-01 16
Total of all active and inactive participants 2009-09-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-09-01 0
Total participants 2009-09-01 39
Number of participants with account balances 2009-09-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-09-01 0

Measure	Date	Value
2014: THE LONG RIDGE SCHOOL RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-09-01	45
Total number of active participants reported on line 7a of the Form 5500	2014-09-01	28
Number of retired or separated participants receiving benefits	2014-09-01	0
Number of other retired or separated participants entitled to future benefits	2014-09-01	15
Total of all active and inactive participants	2014-09-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-09-01	0
Total participants	2014-09-01	43
Number of participants with account balances	2014-09-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-09-01	0
2013: THE LONG RIDGE SCHOOL RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-09-01	44
Total number of active participants reported on line 7a of the Form 5500	2013-09-01	30
Number of retired or separated participants receiving benefits	2013-09-01	0
Number of other retired or separated participants entitled to future benefits	2013-09-01	15
Total of all active and inactive participants	2013-09-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-09-01	0
Total participants	2013-09-01	45
Number of participants with account balances	2013-09-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-09-01	0
2012: THE LONG RIDGE SCHOOL RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-09-01	40
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	28
Number of retired or separated participants receiving benefits	2012-09-01	0
Number of other retired or separated participants entitled to future benefits	2012-09-01	16
Total of all active and inactive participants	2012-09-01	44
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-09-01	0
Total participants	2012-09-01	44
Number of participants with account balances	2012-09-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-09-01	0
2011: THE LONG RIDGE SCHOOL RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-09-01	41
Total number of active participants reported on line 7a of the Form 5500	2011-09-01	26
Number of retired or separated participants receiving benefits	2011-09-01	0
Number of other retired or separated participants entitled to future benefits	2011-09-01	14
Total of all active and inactive participants	2011-09-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-09-01	0
Total participants	2011-09-01	40
Number of participants with account balances	2011-09-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-09-01	0
2009: THE LONG RIDGE SCHOOL RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-09-01	39
Total number of active participants reported on line 7a of the Form 5500	2009-09-01	23
Number of retired or separated participants receiving benefits	2009-09-01	0
Number of other retired or separated participants entitled to future benefits	2009-09-01	16
Total of all active and inactive participants	2009-09-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-09-01	0
Total participants	2009-09-01	39
Number of participants with account balances	2009-09-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-09-01	0

Financial Data on THE LONG RIDGE SCHOOL RETIREMENT PLAN

Measure	Date	Value
2015 : THE LONG RIDGE SCHOOL RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan	2015-08-31	$0
Total plan liabilities at end of year	2015-08-31	$0
Total plan liabilities at beginning of year	2015-08-31	$0
Total income from all sources	2015-08-31	$170,789
Expenses. Total of all expenses incurred	2015-08-31	$110,427
Benefits paid (including direct rollovers)	2015-08-31	$85,733
Total plan assets at end of year	2015-08-31	$3,747,548
Total plan assets at beginning of year	2015-08-31	$3,687,186
Value of fidelity bond covering the plan	2015-08-31	$1,000,000
Total contributions received or receivable from participants	2015-08-31	$124,325
Expenses. Other expenses not covered elsewhere	2015-08-31	$0
Contributions received from other sources (not participants or employers)	2015-08-31	$0
Other income received	2015-08-31	$29,071
Noncash contributions received	2015-08-31	$0
Net income (gross income less expenses)	2015-08-31	$60,362
Net plan assets at end of year (total assets less liabilities)	2015-08-31	$3,747,548
Net plan assets at beginning of year (total assets less liabilities)	2015-08-31	$3,687,186
Total contributions received or receivable from employer(s)	2015-08-31	$17,393
Value of certain deemed distributions of participant loans	2015-08-31	$0
Value of corrective distributions	2015-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-08-31	$24,694
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-08-31	$0
2014 : THE LONG RIDGE SCHOOL RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan	2014-08-31	$0
Total plan liabilities at end of year	2014-08-31	$0
Total plan liabilities at beginning of year	2014-08-31	$0
Total income from all sources	2014-08-31	$682,847
Expenses. Total of all expenses incurred	2014-08-31	$37,791
Benefits paid (including direct rollovers)	2014-08-31	$37,791
Total plan assets at end of year	2014-08-31	$3,687,186
Total plan assets at beginning of year	2014-08-31	$3,042,130
Value of fidelity bond covering the plan	2014-08-31	$350,000
Total contributions received or receivable from participants	2014-08-31	$123,891
Expenses. Other expenses not covered elsewhere	2014-08-31	$0
Contributions received from other sources (not participants or employers)	2014-08-31	$0
Other income received	2014-08-31	$479,317
Noncash contributions received	2014-08-31	$0
Net income (gross income less expenses)	2014-08-31	$645,056
Net plan assets at end of year (total assets less liabilities)	2014-08-31	$3,687,186
Net plan assets at beginning of year (total assets less liabilities)	2014-08-31	$3,042,130
Total contributions received or receivable from employer(s)	2014-08-31	$79,639
Value of certain deemed distributions of participant loans	2014-08-31	$0
Value of corrective distributions	2014-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-08-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-08-31	$0
2013 : THE LONG RIDGE SCHOOL RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan	2013-08-31	$0
Total plan liabilities at end of year	2013-08-31	$0
Total plan liabilities at beginning of year	2013-08-31	$0
Total income from all sources	2013-08-31	$494,164
Expenses. Total of all expenses incurred	2013-08-31	$21,069
Benefits paid (including direct rollovers)	2013-08-31	$21,069
Total plan assets at end of year	2013-08-31	$3,042,130
Total plan assets at beginning of year	2013-08-31	$2,569,035
Value of fidelity bond covering the plan	2013-08-31	$300,000
Total contributions received or receivable from participants	2013-08-31	$130,946
Expenses. Other expenses not covered elsewhere	2013-08-31	$0
Contributions received from other sources (not participants or employers)	2013-08-31	$0
Other income received	2013-08-31	$267,110
Noncash contributions received	2013-08-31	$0
Net income (gross income less expenses)	2013-08-31	$473,095
Net plan assets at end of year (total assets less liabilities)	2013-08-31	$3,042,130
Net plan assets at beginning of year (total assets less liabilities)	2013-08-31	$2,569,035
Total contributions received or receivable from employer(s)	2013-08-31	$96,108
Value of certain deemed distributions of participant loans	2013-08-31	$0
Value of corrective distributions	2013-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-08-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-08-31	$0
2012 : THE LONG RIDGE SCHOOL RETIREMENT PLAN 2012 401k financial data
Transfers to/from the plan	2012-08-31	$0
Total plan liabilities at end of year	2012-08-31	$0
Total plan liabilities at beginning of year	2012-08-31	$0
Total income from all sources	2012-08-31	$414,140
Expenses. Total of all expenses incurred	2012-08-31	$383,848
Benefits paid (including direct rollovers)	2012-08-31	$383,848
Total plan assets at end of year	2012-08-31	$2,569,035
Total plan assets at beginning of year	2012-08-31	$2,538,743
Value of fidelity bond covering the plan	2012-08-31	$250,000
Total contributions received or receivable from participants	2012-08-31	$124,615
Expenses. Other expenses not covered elsewhere	2012-08-31	$0
Contributions received from other sources (not participants or employers)	2012-08-31	$0
Other income received	2012-08-31	$200,167
Noncash contributions received	2012-08-31	$0
Net income (gross income less expenses)	2012-08-31	$30,292
Net plan assets at end of year (total assets less liabilities)	2012-08-31	$2,569,035
Net plan assets at beginning of year (total assets less liabilities)	2012-08-31	$2,538,743
Total contributions received or receivable from employer(s)	2012-08-31	$89,358
Value of certain deemed distributions of participant loans	2012-08-31	$0
Value of corrective distributions	2012-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-08-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-08-31	$0
2011 : THE LONG RIDGE SCHOOL RETIREMENT PLAN 2011 401k financial data
Transfers to/from the plan	2011-08-31	$0
Total plan liabilities at end of year	2011-08-31	$0
Total plan liabilities at beginning of year	2011-08-31	$0
Total income from all sources	2011-08-31	$463,040
Expenses. Total of all expenses incurred	2011-08-31	$86,932
Benefits paid (including direct rollovers)	2011-08-31	$86,932
Total plan assets at end of year	2011-08-31	$2,538,743
Total plan assets at beginning of year	2011-08-31	$2,162,635
Value of fidelity bond covering the plan	2011-08-31	$250,000
Total contributions received or receivable from participants	2011-08-31	$122,644
Expenses. Other expenses not covered elsewhere	2011-08-31	$0
Contributions received from other sources (not participants or employers)	2011-08-31	$0
Other income received	2011-08-31	$254,428
Noncash contributions received	2011-08-31	$0
Net income (gross income less expenses)	2011-08-31	$376,108
Net plan assets at end of year (total assets less liabilities)	2011-08-31	$2,538,743
Net plan assets at beginning of year (total assets less liabilities)	2011-08-31	$2,162,635
Total contributions received or receivable from employer(s)	2011-08-31	$85,968
Value of certain deemed distributions of participant loans	2011-08-31	$0
Value of corrective distributions	2011-08-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-08-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-08-31	$0
2010 : THE LONG RIDGE SCHOOL RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-08-31	$0