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THE FOUNDATION SCHOOL RETIREMENT ANNUITY PLAN 401k Plan overview

Plan NameTHE FOUNDATION SCHOOL RETIREMENT ANNUITY PLAN
Plan identification number 002

THE FOUNDATION SCHOOL RETIREMENT ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

THE FOUNDATION SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:THE FOUNDATION SCHOOL
Employer identification number (EIN):060813498
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE FOUNDATION SCHOOL RETIREMENT ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-07-01DAVID MAUGER2025-01-10
0022022-07-01STEPHEN A. BELL2023-11-17
0022021-07-01STEPHEN A. BELL2022-11-04
0022021-07-01STEPHEN A. BELL2022-11-04
0022020-07-01STEPHEN A. BELL2021-09-22
0022019-07-01STEPHEN A. BELL2020-12-02
0022017-07-01STEPHEN A. BELL2018-11-21
0022013-07-01STEPHEN A. BELL2017-03-07
0022012-07-01STEPHEN A. BELL2017-03-07
0022011-07-01STEPHEN A. BELL2017-03-07
0022010-07-01STEPHEN A. BELL2017-03-07
0022009-07-01STEPHEN A. BELL2017-03-07

Plan Statistics for THE FOUNDATION SCHOOL RETIREMENT ANNUITY PLAN

401k plan membership statisitcs for THE FOUNDATION SCHOOL RETIREMENT ANNUITY PLAN

Measure Date Value
2025: THE FOUNDATION SCHOOL RETIREMENT ANNUITY PLAN 2025 401k membership
Total number of particpants at beginning of year2025-01-1083
Total number of particpants at end of year2025-01-1083
Number of Participants With Account Balances2025-01-1083

Financial Data on THE FOUNDATION SCHOOL RETIREMENT ANNUITY PLAN

Measure Date Value
2025 : THE FOUNDATION SCHOOL RETIREMENT ANNUITY PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-01-10973026
Net assets as of the end of the plan year2025-01-1017062345
Total assets as of the beginning of the plan year2025-01-1015607335
Value of plan covered by a fidelity bond2025-01-10500000
Participant contributions to plan in this plan year2025-01-10231332
Value of participant loans at end of plan year2025-01-1045543
Other contributions to plan in this plan year2025-01-1070149
Other income to plan in this plan year2025-01-101967493
Plan net income in this plan year2025-01-101455010
Net assets as of the end of the plan year2025-01-1017062345
Net assets as of the beginning of the plan year2025-01-1015607335
Employer contributions to plan in this plan year2025-01-10159062
Expensese paid to adminstrative service provicers from plan in this plan year2025-01-1011139

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